Tag Archives: NEM

Hot Warren Buffett Stocks For 2021

There was a time, not all that long ago, when some of the hottest stocks to buy were coal stocks. Between demand for energy and for the metallurgical coal used in making steel, demand was super-high, not only here, but around the world as well. That all changed, and as recently as just a few years ago, the industry was on life support, especially when candidate Hillary Clinton famously declared on the campaign trail We’re going to put a lot of coal miners and coal companies out of business.

There has been a big resurgence in coal use and demand since then, with prices being driven substantially higher by overseas demand, especially from India. A new Jefferies research report notes the increase in demand and pricing and also points out that the top companies are buying back their own shares in a big way:

We have increased our seaborne coal price forecasts to reflect supply constraints and a positive demand outlook. Chinese supply growth is a near term risk, but a sustainable collapse in seaborne prices is unlikely. Longer term, demand growth in India and other emerging markets should more than offset a decline in demand in the developed world and China.

Hot Warren Buffett Stocks For 2021: Community Trust Bancorp, Inc.(CTBI)

Community Trust Bancorp, Inc. (CTBI), incorporated on August 12, 1980, is a bank holding company. The Company operates in the community banking services segment. The Company owns a commercial bank and a trust company, serving small and mid-sized communities in eastern, northeastern, central and south central Kentucky; southern West Virginia, and northeastern Tennessee. The commercial bank is Community Trust Bank, Inc., Pikeville, Kentucky (CTB) and the trust company is Community Trust and Investment Company in Lexington, Kentucky. Through its subsidiaries, CTBI engages in a range of commercial and personal banking and trust and wealth management activities, which include accepting time and demand deposits; making secured and unsecured loans to corporations, individuals and others; providing cash management services to corporate and individual customers; issuing letters of credit; renting safe deposit boxes, and providing funds transfer services.

The Company’s consumer and commercial community banking services include residential and commercial real estate loans; checking accounts; regular and term savings accounts and savings certificates; service securities brokerage services; consumer loans; debit cards; annuity and life insurance products; individual retirement accounts and Keogh plans; commercial loans; trust and wealth management services; commercial demand deposit accounts, and repurchase agreements. Its corporate subsidiaries act as trustees of personal trusts, as executors of estates, as trustees for employee benefit trusts, as paying agents for bond and stock issues, as investment agent, as depositories for securities, and as providers of service brokerage and insurance services.

Lending Activities

The lending activities of CTB include making commercial loans, including construction, secured by real estate, equipment lease financing and other commercial loans; residential loans, including real estate construction, real estate mortgage and home equity, an! d consumer loans, including consumer direct and consumer indirect. It also includes lease-financing, lines of credit, revolving lines of credit, term loans and other specialized loans, including asset-based financing. Its total commercial loans amounted to approximately $14682.351 million; total residential loans amounted to approximately $859.074 million, and total consumer amounted to approximately $516.536 million. The Company’s total loans amounted to approximately $2873.961 million.

Investment Activities

The Company classifies its securities into held-to-maturity, trading or available-for-sale categories. Its portfolio of securities includes the United States Treasury securities, government agencies and government sponsored agency mortgage-backed securities; state and political subdivisions, and other securities. The Company’s total securities available-for-sale with fair value amounted to approximately $594.93 million and securities held-to-maturity with fair value amounted to approximately $1.651 million.

Sources of Funds

The sources of funds include deposits and other borrowed funds. The deposits include non-interest bearing deposits, negotiable order of withdrawal (NOW) accounts, money market accounts, savings accounts, certificates of deposit of approximately $100,000 and other time deposits. Its total deposits amounted to approximately $2.956599 billion. The other borrowed funds include repurchase agreements and federal funds purchased; advances from Federal Home Loan Bank, and long-term debt. Its total other borrowed funds is approximately $333.253 million. Its total deposits and other borrowed funds is approximately $3.28 billion.

Advisors’ Opinion:

  • [By Ethan Ryder]

    Community Trust Bancorp (NASDAQ:CTBI) was downgraded by equities research analysts at BidaskClub from a “hold” rating to a “sell” rating in a report issued on Wednesday.

  • [By Joseph Griffin]

    Get a free copy of the Zacks research report on Community Trust Bancorp (CTBI)

    For more information about research offerings from Zacks Investment Research, visit Zacks.com

Hot Warren Buffett Stocks For 2021: Newmont Mining Corporation(NEM)

Newmont Mining Corporation, together with its subsidiaries, operates in the mining industry. It primarily acquires, develops, explores for, and produces gold, silver, and copper. The companys operations and/or assets are located in the United States, Australia, Peru, Indonesia, Ghana, and Suriname. As of December 31, 2015, it had proven and probable gold reserves of 73.7 million ounces and an aggregate land position of approximately 20,000 square miles. The company was founded in 1916 and is headquartered in Greenwood Village, Colorado.

Advisors’ Opinion:

  • [By Neha Chamaria]

    In fact, there couldn’t be a better time to buy gold stocks, given the ongoing industry consolidation. Two massive recent deals — Barrick Gold’s (NYSE:GOLD) merger with Randgold Resources and Newmont Mining’s (NYSE:NEM) impending acquisition of Goldcorp (NYSE:GG) — are creating the world’s two largest publicly traded gold mining companies. More recently, Barrick Gold even made a takeover bid for Newmont Mining, but the two gold mining giants have only agreed to combine their operations in Nevada in a joint venture as of this writing. These developments make investing in gold stocks now incredibly interesting.

  • [By Chris Hill]

    It’s not every day that mining companies make the news here, and that’s because investors are often better off ignoring them. But Barrick Gold(NYSE:GOLD) and Newmont Mining(NYSE:NEM) have been tying up in a big way, creating something to the tune of a $30 billion joint venture in the gold space.

Hot Warren Buffett Stocks For 2021: VirnetX Holding Corp(VHC)

VirnetX Holding Corporation engages in developing and commercializing software and technology solutions for securing real-time communications over the Internet. Its software and technology solutions, which include secure domain name registry and GABRIEL Connection Technology, facilitate secure communications and create a secure environment for real-time communication applications, such as instant messaging, voice over Internet protocol, smart phones, eReaders, and video conferencing. The company focuses on commercializing its technology to original equipment manufacturers within the IP-telephony, mobility, fixed-mobile convergence, and unified communications markets. VirnetX Holding Corporation was founded in 2005 and is headquartered in Scotts Valley, California.

Advisors’ Opinion:

  • [By Keith Noonan]

    VirnetX Holding (NYSEMKT:VHC) stock gained 19.4% in February, according to data from S&P Global Market Intelligence. The software and intellectual-property company scored a big legal win against Apple (NASDAQ:AAPL) in January, as an appeals court shut down the tech giant’s challenge to a previous ruling that found it had infringed on patents held by VirnetX. The decision sent VirnetX shares skyrocketing, and the positive momentum continued last month.

  • [By Joseph Griffin]

    VirnetX Holding Co. (NYSEAMERICAN:VHC) saw a large decrease in short interest during the month of September. As of September 28th, there was short interest totalling 10,098,752 shares, a decrease of 3.6% from the September 14th total of 10,476,545 shares. Approximately 18.5% of the company’s stock are sold short. Based on an average daily volume of 633,053 shares, the days-to-cover ratio is currently 16.0 days.

Hot Warren Buffett Stocks For 2021: MV Oil Trust(MVO)

MV Oil Trust (the Trust), incorporated on August 3, 2006, is a statutory trust. The Trust acquires and holds a term net profits interest for the benefit of the Trust unitholders. MV Partners, LLC (MV Partners) is a limited liability company engaged in the exploration, development, production, gathering and aggregation and sale of oil and natural gas, primarily in the Mid-Continent region in the United States. The Trust has interest in underlying properties consisting of MV Partner’s net interests in all of its oil and natural gas properties located in the Mid-Continent region in the states of Kansas and Colorado. These oil and gas properties include approximately 1,000 producing oil and gas wells. The Trust is managed by Bank of New York Mellon Trust Company, N.A. as Trustee. Approximately 62% of the net acres included in the Trust’s underlying properties are located in the El Dorado Area, which is in southeastern Kansas, and in the Northwest Kansas Area.

El Dorado Area

The underlying properties located in the El Dorado Area are operated on behalf of MV Partners by Vess Oil and are located in the El Dorado, Augusta and Valley Center Fields. Vess Oil Corporation (Vess Oil) is involved in infill drilling, well re-entries, plugback and deepening recompletion operations, and various types of restimulation work and equipment optimization programs to reduce the natural decline in production from these fields. The El Dorado Field is located atop the Nemaha Ridge in Central Butler County, Kansas. Up to 15 horizons contain hydrocarbons, ranging from the Admire Sands, at a depth of 650 feet, to the Arbuckle Dolomite, at a depth of 2,500 feet. The primary producing intervals are the Admire, Lansing-Kansas City, Viola, Simpson and Arbuckle. The Augusta Field covers approximately 10 square miles of Butler County, Kansas. The Trust is primarily engaged in the production at the Arbuckle interval along with the Simpson and Lansing-Kansas City intervals. The Augusta Field is an extension of t! he El Dorado Field. The Valley Center Field covers approximately 60 square miles of Sedgwick County, Kansas. The Valley Center Field production operations are located at the Viola interval, which is located at an average depth of 2,500 feet.

Northwest Kansas Area

Each of Vess Oil and Murfin Drilling Company, Inc. (Murfin Drilling) operate leases on behalf of MV Partners at the underlying properties that are located in the Northwest Kansas Area. The primary fields in this area are the Bemis-Shutts, Trapp, Ray and Hansen Fields. Vess Oil and Murfin Drilling are engaged in polymer treatment program at these fields. The Bemis-Shutts Field is located on the Fairport Anticline within the Central Kansas Uplift. The field consists of 17,080 acres in northeastern Ellis and southeastern Rooks Counties, Kansas. The Trust is engaged in the production at the Arbuckle interval at a depth of 3,300 feet and the Lansing-Kansas City interval at a depth of 2,800 feet. The Trapp Field consists of 35,900 acres in Russell and Barton Counties, Kansas. Production is primarily from the Lansing-Kansas City and Shawnee limestones and the Arbuckle dolomite. The Hansen Field is located along the crest of the Stuttgart-Huffstutor Anticline. Production from this field is primarily come from the Lansing-Kansas City limestone. The Ray Field is located on the eastern flank of the Central Kansas Uplift. Production is primarily from the Arbuckle dolomite and the Gorham sands with additional production from the Lansing-Kansas City interval along the eastern flank of the field. The Hansen and Ray Fields consist of over 7,000 acres in Philips and Norton Counties, Kansas. Murfin Drilling operates the leases held by MV Partners in the Trapp, Hansen and Ray Fields.

Advisors’ Opinion:

  • [By Stephan Byrd]

    Jones Energy (NYSE: MVO) and MV Oil Trust (NYSE:MVO) are both small-cap oils/energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, dividends, profitability, analyst recommendations, institutional ownership, risk and valuation.

  • [By Max Byerly]

    MV Oil Trust (NYSE: MVO) and Petroleo Brasileiro SA Petrobras (NYSE:PBR.A) are both oils/energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, risk, profitability and dividends.

Hot Warren Buffett Stocks For 2021: RealD Inc(RLD)

RealD Inc., together with its subsidiaries, licenses stereoscopic 3D technologies in the United States, Canada, and internationally. The company designs, manufactures, licenses, and markets its RealD Cinema Systems that enable digital cinema projectors to show 3D motion pictures and alternative 3D content to consumers wearing the company?s RealD eyewear. It also offers RealD Display, active and passive eyewear ,and RealD Format technologies to consumer electronics manufacturers, and content producers and distributors to enable the delivery and viewing of 3D content on high definition televisions, laptops, and other displays. In addition, the company sells CrystalEyes eyewear, monitors, digital light processing television kits, polarizer films, emitters, and linear polarizing systems to companies, government agencies, academic institutions, and research and development organizations for applications in piloting the Mars Rover and in theme park installations. RealD Inc. was founded in 2003 and is headquartered in Beverly Hills, California.

Advisors’ Opinion:

  • [By Shane Hupp]

    News coverage about RealD (NYSE:RLD) has been trending somewhat negative on Thursday, according to Accern Sentiment Analysis. The research firm scores the sentiment of press coverage by monitoring more than 20 million news and blog sources in real time. Accern ranks coverage of publicly-traded companies on a scale of -1 to 1, with scores nearest to one being the most favorable. RealD earned a news impact score of -0.11 on Accern’s scale. Accern also assigned news coverage about the company an impact score of 46.1473505020268 out of 100, meaning that recent press coverage is somewhat unlikely to have an impact on the company’s share price in the near future.

Top 5 Blue Chip Stocks To Watch For 2019

Dividend stocks are great options for retirees’ portfolios: The best ones offer the reliability of a quarterly payment coupled with the stability of a sound business model that can support — and hopefully grow — those payments. 

We asked three of our investors to scour the stock market and bring us back their recommendations for the best dividend stocks for retirees’ portfolios now. They came back with three companies from a diverse array of sectors.

Top 5 Blue Chip Stocks To Watch For 2019: The Goodyear Tire & Rubber Company(GT)

You’ve likely heard new-vehicle sales in the U.S. are currently plateauing, which makes it difficult to sell a near-term growth story for automakers. Nonetheless, the auto industry has trends that could provide strong growth for Goodyear despite the company’s being sold off with the rest of the industry — it currently trades at a paltry forward P/E of 6.6, per Morningstar estimates.

Total sales are plateauing, but the sales mix is wildly shifting in favor of larger vehicles such as SUVs, crossovers, and pickup trucks. That means more larger tires on the road, and that means better margins for Goodyear. In 2009, light trucks were 45% of the U.S. new vehicle market; that exploded in the years since to 68% during the first quarter of 2018. Further, LMC Automotive predicts light trucks will generate roughly 73% of the market as soon as 2022.

A sales mix in the Americas with such a large percentage of light trucks is one growth catalyst for Goodyear, but there’s a long-term catalyst as well: driverless vehicles. Consider that by 2030, 25% of global miles traveled will be shared, according to The Boston Consulting Group, and the autonomous market will be a $7 trillion business by 2050, according to an Intel report. As the market shifts to fleet ownership, rather than individual consumers, Goodyear could leverage its physical-store tire services to sign partnerships with fleet owners, which could become a lucrative business.

Granted, the driverless-car future is an uncertain one, but one thing is certain: Tires, and other products associated with driverless cars, will become much more complex. That means growth — long-term growth — for Goodyear if it can leverage its distribution network, innovative tires, and service bays to carve out its place in the market.

Top 5 Blue Chip Stocks To Watch For 2019: Newmont Mining Corporation(NEM)

When we think about businesses that make Fortune’s most admired companies list, we usually don’t consider the mining industry. Yet Newmont Mining Corp (NYSE:NEM) impressively made the list this year. Only a handful of companies within the sector joined NEM in this rare honor.

The question, though, is whether it will matter to potential investors. While I doubt anyone’s going to buy NEM based on this distinction, it helps to draw attention to what management is doing right. For starters, company executives are optimistic about their chances in 2018, raising their gold production guidance.

Second, I appreciate that the optimism is translating to relative stability in the markets. NEM stock is up 4.6% YTD, and compared to its rivals, Newmont has held up well. Aside from some soft patches in February and March, NEM hasn’t given shareholders reason to panic.

With an improving gold sector, and a potential seasonality boost, I’m confident that Newmont will at least meet expectations. Ideally, I’d like to see a little bit more discipline in cost efficiencies, which would help return them to profitability. However, they’re growing their top line, and reducing their long-term liabilities.

Overall, I like what I’m seeing. NEM is easily one of the more intriguing gold stocks to buy!

Top 5 Blue Chip Stocks To Watch For 2019: Taiwan Semiconductor Manufacturing Company Ltd.(TSM)

Another burgeoning cryptocurrency mining stock that isn’t exactly keen on divulging the percentage of its sales tied to mining is Taiwan Semiconductor Manufacturing Company(NYSE:TSM). Last week, TSMC reported strong first-quarter operating results that included a 6% increase in sales from the prior-year period, as well as its single-best sales month in history in March ($3.5 billion). C.C. Wei, TSMC’s president and co-CEO, specifically said that "these results were mainly driven by strong demand from high performance computing such as cryptocurrency mining." 

In addition, Coindesk notes that Chinese mining hardware maker Bitmain, a client of TSMC, unveiled its next-generation, ASIC (application-specific integrated circuit)-based, Ethereum mining equipment called Antminer E3 in early April. The unit, which has a list price of $800, is set to ship in July. Bitmain’s need for ASIC chips to satisfy demand for Antminer E3 may very well be the reason TSMC experienced a surge in sales during March and in Q1 as a whole. 

However, the downdraft in bitcoin and other crypto token prices in 2018 has certainly cast a shadow on industry demand moving forward. Having previously forecast sales growth of 10% to 15% in 2018, TSMC also lowered its sales growth expectations to 10% for the current year on uncertainty in the crypto mining space. Like NVIDIA and AMD, TSMC’s share price may be adversely impacted if cryptocurrency prices continue to sink. 

Top 5 Blue Chip Stocks To Watch For 2019: Activision Blizzard, Inc(ATVI)

With eight $1 billion-plus franchises in its enviable portfolio — think wildly popular titles like Call of Duty, Overwatch, Destiny, and World of Warcraft — it’s no mystery that Activision Blizzard is a leader in the burgeoning video game space. Activision also enjoys a commanding lead in the mobile gaming market through its $5.9 billion acquisition of Candy Crush-maker King Digital in late 2015.

And it doesn’t just make money from the initial sale of its games. Many of its titles enjoy a fervent base of paying monthly subscribers, and in-game content sales exceeded $1 billion last quarteralone. That’s not to mention the promise of management’s plans to implement more in-game advertising to generate incremental revenue.

A female gamer and her team participate in an esports tournament.

IMAGE SOURCE: GETTY IMAGES.

What’s more, with the launch of its new Overwatch League earlier this year, Activision is poised to benefit from the unstoppable rise of esports. According to SuperData Research, the esports market is expected to attract nearly 300 million unique viewers this year, and should exceed $2 billion in revenue by 2021.

With the stock trading around 15% below its 52-week high amid a broader pullback in tech stocks in recent weeks, I think now is a great time to open or add to a position in Activision Blizzard.

Top 5 Blue Chip Stocks To Watch For 2019: Pattern Energy Group Inc.(PEGI)

With a 9.3% yield at recent prices following the 31% decline in its stock price over the past year, independent renewable-energy producer Pattern Energy looks like a yield trap on the surface. And it seems blatantly obvious why investors have sold out of the stock recently, when you consider two factors. First, changes to tax equity investing rules in the U.S. have already started to hurt funding for new projects; second, rising interest rates could affect Pattern Energy’s access to capital. 

But my analysis leads me to a very different conclusion: Now is an excellent time to buy Pattern, and I think the company is going to be able to maintain its payout in the near term, and start increasing it again within a few years.

Pattern generates sufficient cash flow — measured as cash available for distribution (CADF) — to maintain its dividend. And it operates in Canada, Japan, and South America, as well as the U.S., dampening the impact of tax law changes.

Furthermore, CEO Mike Garland said Pattern "… is in an excellent position to make further acquisitions without raising any common equity, allowing us to grow our CAFD per share." With other sources of capital at its disposal, this alleviates one of the risks that would have led to a dividend cut: selling shares of its own stock. 

Don’t get me wrong. This isn’t a zero-risk investment, and it shouldn’t be counted on for income you can’t live without. But if you can stomach a small amount of risk that the payout might be cut, the opportunity to capture a very high yield is worth it, in my book. Add in the long-term growth prospects as renewable energy takes more share from fossil fuels, and Pattern is an excellent investment for retirement savers.