With an end to the era of historically low interest rates finally in sight, many Canadian real estate investment trusts (REIT) suffered sharp declines last year. However, some analysts and industry observers note that despite what the plunge in unit prices might suggest, REITs remain in solid financial shape and could even outperform their financial sector peers this year.
The selloff began in earnest in late May, following the US Federal Reserve�� announcement that it was considering when to start tapering its extraordinary stimulus. Traders began indiscriminately dumping dividend-paying stocks with the assumption that income investors would eventually abandon such securities in favor of fixed income.
From its trailing-year peak in late April through its trough in early September, the Bloomberg Canadian REIT Index (BBCREIT) fell 17.7 percent on a price basis, in contrast to a 2.9 percent gain for the S&P/TSX Composite Index (SPTSX). Since that near-term bottom, the BBCREIT has risen 6.5 percent, not yet enough to make up for the earlier loss and still lagging the broad market�� momentum.
Top Healthcare Equipment Stocks To Buy Right Now: STMicroelectronics N.V.(STM)
STMicroelectronics N.V., an independent semiconductor company, engages in the design, development, manufacture, and marketing of a range of semiconductor integrated circuits and discrete devices. Its products include discrete and standard commodity components, application-specific integrated circuits, custom devices and semi-custom devices, and application-specific standard products for analog, digital, and mixed-signal applications. The company also offers subsystems and modules for the telecommunications, automotive, and industrial markets comprising mobile phone accessories, battery chargers, ISDN power supplies, and in-vehicle equipment for electronic toll payment, as well as provides Smartcard products. Its products are used in various microelectronic applications consisting of automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation, and control systems. The company sells its products through distributors and ret ailers. STMicroelectronics N.V. was founded in 1987 and is headquartered in Geneva, Switzerland.
Advisors' Opinion:- [By John Udovich]
If you are looking for a semiconductor stock that�� focus on an area that�� not so cyclical, mid cap microcontroller (MCU) stock Atmel Corporation (NASDAQ: ATML) could be a good choice���meaning its worth taking a closer look at the stock along with other�microcontroller�players like Microchip Technology Inc (NASDAQ: MCHP), STMicroelectronics N.V. (NYSE: STM) and Cypress Semiconductor Corporation (NASDAQ: CY). Microcontrollers are programmable and�embedded�chips that are increasingly�hidden inside a all sorts of products these days e.g. if you have an appliance�with a�LED or LCD screen and a keypad, it contains some kind of�microcontroller plus all new�automobiles contain at least one�and often several. I should mention that we have also recently added Atmel Corporation to our SmallCap Network Elite Opportunity (SCN EO) portfolio and we are down about 5.6% mostly due to the recent market volatility.
- [By Tyler Laundon]
Analog Devices (ADI) is one of the largest semiconductor companies in the motion-sensing space, with a market cap of $15.87 billion. STM Electronics (STM) is a slightly smaller manufacturer; its market cap is $7.6 billion.
- [By ICRAOnline]
Revenue for the last quarter stood at $73.4 million, up 27.9% from the year-ago quarter. This was primarily driven by the growth in memory technology licensing, coupled with impressive performance of its security technology licensing business. During the quarter, Rambus also signed new licensing agreements with tech giant Samsung Electronics, Micron Technology (MU), STMicroelectronics (STM), LSI Semiconductor (LSI) and SK Hynix. However, the company�� LED lighting business failed to make any significant contribution.
Top Canadian Stocks For 2014: Canadian Pacific Railway Limited(CP)
Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Arjun Sreekumar]
Not surprisingly, Union Pacific (NYSE: UNP ) , one of largest rail companies in the U.S., tripled the amount of crude oil it shipped last year, while Berkshire Hathaway's (NYSE: BRK-B ) Burlington Northern Santa Fe, or BNSF, another rail giant, is currently moving about 650,000 barrels of crude oil per day, up from next to nothing just five years ago. And Canadian Pacific Railway (NYSE: CP ) expects to ship some 70,000 carloads of crude this year, up from just 500 in 2009.
Top Canadian Stocks For 2014: SAP AG(SAP)
SAP AG provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. The company?s products includes SAP Business Suite software, which supports large organizations in their core business operations, such as supplier relationship, production, warehouse management, sales, administration, and customer relationship; SAP Business All-in-One, a business management software that assists midsize companies in managing various business functions, including financials, human resources, procurement, inventory, manufacturing, logistics, product development, sales, and marketing; SAP Business One, a business management application for small businesses; and SAP Business ByDesign, an on-demand solution for integrated business management applications. Its products also comprises SAP BusinessObjects Edge business intelligence and enterprise performance management solutions; Xcelsius, a data visualization software; Crystal Reports, which helps users design interactive reports; Sybase IQ, an optimized analytics server designed to deliver results for business intelligence, analytics, data warehousing, and reporting solutions; SAP solutions for sustainability; and SAP NetWeaver technology platform, which integrates information and business processes across various technologies and organizational structures. In addition, the company offers industry and solution-focused, business transformation, information technology transformation, custom development, and support services; and program, project management, quality assurance, and education and certification services. It sells its products through its subsidiaries and resellers. SAP AG has a strategic relationship with Cap Gemini S.A. to develop and deploy enterprise mobility solutions. The company was formerly known as SAP Aktiengesellschaft Systeme, Anwendungen, Produkte in der Datenverarbeitung. SAP AG was founded in 1972 and is headquartered in Walldorf , Germany.
Advisors' Opinion:- [By Weighing Machine]
SAP (SAP), the German ERP software leader has underperformed the broader market in 2013 as investors have cast aside large software companies in favor of cloud pure plays. While the stock has been a bore recently, there are many things to like about SAP. First, it has a leading position in complex ERP systems for large corporations. These systems are incredibly sticky (99% retention). Companies spend tens, and in some cases hundreds of millions of dollars and 3-5 years to implement these systems and almost never rip them out. In addition to getting paid a fee for the initial sale of the system, SAP receives a maintenance fee of 20-22% of the initial sales price every year. These revenues represent over half the company's revenue (and a greater % of profit). This provides a very stable revenue and profit stream for the company - even in a weak macro environment (despite the economy falling off a cliff between 2008 and 2009, SAP reported less than a 10% decline in operating profit). Similarly the company has exciting growth opportunities with its HANA in-memory database which, when coupled with other product cross selling opportunities should allow the company to grow its operating profit in excess of 10% annually (comprised of high single digit revenue growth and some operating leverage). Trading at just over 15x earnings, shares look to have 30% upside.
Top Canadian Stocks For 2014: Aercap Holdings N.V. (AER)
AerCap Holdings N.V., through its subsidiaries, operates as an integrated aviation company worldwide. It engages in leasing and trading aircraft and engines; and selling parts. The company also provides aircraft management services, as well as aircraft and limited engine MRO services, and aircraft disassembly services through its repair stations. In addition, it offers aircraft services, including remarketing aircraft; collecting rental and maintenance payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; conducting ongoing lessee financial performance reviews; inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research. The company?s management services include leasing and remarketing, cash management and treasury, technical advisory, and accounting and administrative services. As of March 31, 2011, it owned 272 aircraft and 95 engines, which it leased under operating leases to 118 lessees in 53 countries. The company was founded in 1995 and is headquartered in Schiphol, the Netherlands.
Advisors' Opinion:- [By Ben Levisohn]
Finally. Finally American International Group (AIG) has disposed of its ILFC unit by selling it to AerCap Holdings (AER).
Bloomberg NewsThe Wall Street Journal has the details on the deal:
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