Top High Dividend Companies To Invest In Right Now

While global equity markets were buffeted somewhat in the 3rd quarter by macro events such as the Syrian civil war, budget and debt ceiling issues in the U.S., and ongoing concerns about China's growth, it was not enough to stop the markets' strong upward momentum. All four Tweedy, Browne Funds finished the quarter on a positive note, producing returns between 5.30% and 8.47%, despite carrying cash reserves that ranged from approximately 9.5% to 21.4%.

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The performance data quoted herein represents past performance and is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Please visit www.tweedy.com to obtain performance data that is current to the most recent month-end.

* The Adviser has contractually agreed to waive its investment advisory fee and/or to reimburse expenses of the Worldwide High Dividend Yield Value Fund and Global Value Fund II ��Currency Unhedged to the extent necessary to maintain the total annual Fund operating expenses (excluding fees and expenses from investments in other investment companies, brokerage, interest, taxes and extraordinary expenses) at no more than 1.37%. This arrangement will continue at least through December 31, 2014 for the Global Value Fund II ��Currency Unhedged and will terminate on December 31, 2013 for the Worldwide High Dividend Yield Value Fund. In this arrangement, the Worldwide High Dividend Yield Value Fund and Global Value Fund II ��Currency Unhedged have each agreed, during the two-year period following any waiver or reimbursement by the Adviser, to repay such amount to the extent that after giving effect to such repayment the Fund's adjusted total annual Fund operating expenses would not exceed 1.37% on an annualized basis. The performance data shown above would be lower had fees ! and expenses not been waived and/or reimbursed.

Hot Paper Companies To Watch In Right Now: Spectra Energy Partners LP(SEP)

Spectra Energy Partners, LP operates as an investment arm of Spectra Energy Corp. Spectra Energy Partners, LP, through its subsidiaries, engages in the transportation of natural gas through interstate pipeline systems, and the storage of natural gas in underground facilities in the United States. As of December 31, 2007, it owned and operated 100% of the approximately 1,400-mile East Tennessee interstate natural gas transportation system that extends from central Tennessee eastward into southwest Virginia and northern North Carolina, and southward into northern Georgia; and a liquefied natural gas storage facility in Kingsport, Tennessee with working gas storage capacity of approximately 1.1 billion cubic feet (Bcf) and re-gasification capability of 150 million cubic feet per day. The company also owned a 24.5% interest in the approximate 700-mile Gulfstream interstate natural gas transportation system, which extends from Pascagoula, Mississippi, and Mobile, Alabama across the Gulf of Mexico and into Florida; a 50% interest in Market Hub, which owns and operates 2 salt cavern natural gas storage facilities, the Egan storage facility with gas capacity of approximately 20 Bcf, and the Moss Bluff storage facility with working gas capacity of 15 Bcf. The company transports and stores natural gas for local gas distribution companies, municipal utilities, interstate and intrastate pipelines, direct industrial users, electric power generators, marketers, and producers. Spectra Energy Partners (DE) GP, LP, operates as the general partner to Spectra Energy Partners, LP. The company is based in Houston, Texas.

Advisors' Opinion:

• [By Marc Bastow]

  Natural gas pipeline supplier Spectra Energy Partners (SEP) raised its quarterly dividend 5.8% to 54.625 cents per share, payable on Feb. 28 to shareholders of record as of Feb. 14.
  SEP Dividend Yield: 4.87%

Top High Dividend Companies To Invest In Right Now: The Cheesecake Factory Incorporated(CAKE)

The Cheesecake Factory Incorporated operates upscale, casual, full-service dining restaurants in the United States. As of February 23, 2012, the company operated 170 dining restaurants, including 156 restaurants under The Cheesecake Factory mark in 35 states and the District of Columbia; 13 restaurants under the Grand Lux Cafe mark in 9 states; and 1 restaurant under the RockSugar Pan Asian Kitchen mark in California. It also owns and operates two bakery production facilities located in Calabasas Hills, California; and Rocky Mount, North Carolina. The company produces baked desserts and other products for its restaurants, as well as sells cheesecakes and other baked products on a wholesale basis to other foodservice operators, retailers, and distributors. The Cheesecake Factory Incorporated was founded in 1972 and is based in Calabasas Hills, California.

Advisors' Opinion:

• [By Laura Brodbeck]

  Earnings reports expected on Wednesday include:

  Caterpillar, Inc. (NYSE: CAT) is expected to report third quarter EPS of $1.70 on revenue of $14.40 billion, compared to last year�� EPS 0f $2.54 on revenue of $16.44 billion. Boeing Company (NYSE: BA) is expected to report EPS of $1.54 on revenue of $21.65 billion, compared to last year�� EPS 0f $1.35 on revenue of $20.01 billion. Bristol-Myers Squibb Company (NYSE: BMY) is expected to report third quarter EPS of $0.44 on revenue of $4.02 billion, compared to last year�� EPS 0f $0.41 on revenue of $3.74 billion. Motorola, Inc (NYSE: MSI) is expected to report third quarter EPS of $1.02 on revenue of $2.13 billion, compared to last year�� EPS 0f $0.84 on revenue of $2.15 billion. The Cheesecake Factory Incorporated (NASDAQ: CAKE) is expected to report third quarter EPS of $0.52 on revenue of $469.16 million, compared to last year�� EPS of $0.49 on revenue of $453.82 million.

  Economics

• [By Shaun Currie, CFA]

  To give a background on the real estate market, construction is mostly being done on the high end. Because of this, landlords want high-end concepts. BBRG management noted that it (along with The Cheesecake Factory (CAKE)) basically gets first crack at every new development project. Management said it is now reviewing 70-80 locations annually to pick 8-10 new locations per year. Management also noted that there could be some upside in the near term to the 8-10 location target.

Top High Dividend Companies To Invest In Right Now: Turtle Beach Corp (HEAR)

Turtle Beach Corp, formerly Parametric Sound Corporation, incorporated on June 2, 2010, is a technology company focused on delivering audio solutions through its HyperSound (HSS(r)) technology platform, which consists of the practical application of parametric acoustic technology for generating sound along a directional ultrasonic column. In addition to its commercial product business, the Company is targeting its technology for new uses in consumer markets including computers, video gaming, televisions and home audio along with other commercial markets including casino gaming and cinema. The Company is also researching and developing health applications for persons with hearing loss. The Company's principal markets for its products are North America, Europe and Asia. In October 2012, the Company formed HyperSound Health, Inc. (HHI) as wholly owned subsidiary. In January 2014, the Company completed its merger with privately-held Turtle Beach.

Its commercial product line, HSS-3000, delivers directed audio solutions to customers primarily for digital signage, point-of-purchase, in-store network and related applications. Its commercial HSS-3000 HyperSound Audio System consists of a HSS-3000 Amplifier and one or more HSS-3000 Emitters. The HSS-3000 Emitter features a 5-inch by 10-inch emitter surface and is separate from the amplifier, offering varied installation options. It offers a variety of supporting installation hardware for customers.

The Company competes with Harmon International Industries, Bose, Klipsch, Polk Audio, Pioneer, Sony, Boston Acoustics, LG, Samsung, Brown Innovations, Inc. Panphonics and Holosonic Research Labs, Inc.

Advisors' Opinion:

• [By Roberto Pedone]

   

   

  Another under-$10 stock that's starting to trend within range of triggering a big breakout trade is Turtle Beach (HEAR), which is engaged in developing, commercializing and marketing audio technologies under the Turtle Beach and HyperSound brands in the U.S., Europe and internationally. This stock has been hit hard by the sellers so far in 2014, with shares off sharply by 29%.

   

  If you take a look at the chart for Turtle Beach, you'll notice that this stock recently formed a triple bottom chart pattern at $9, $9.04 and $9.28 a share. Since forming that bottom, shares of HEAR have started to spike higher back above its 50-day moving average of $9.75 a share. That spike is quickly pushing shares of HEAR within range of triggering a near-term breakout trade.

   

  Market players should now look for long-biased trades in HEAR if it manages to break out above some near-term overhead resistance at $10.08 to $10.50 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 195,008 shares. If that breakout gets underway soon, then HEAR will set up to re-test or possibly take out its next major overhead resistance levels at $11 to $11.40 a share. Any high-volume move above $11.40 will then give HEAR a chance to re-fill some of its previous gap-down-day zone from April that started near $13.50 a share.

   

  Traders can look to buy HEAR off weakness to anticipate that breakout and simply use a stop that sits right below those triple bottom support levels. One can also buy HEAR off strength once it starts to clear those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

   

• [By Peter Graham]

  The Q1 2015 earnings report for automotive, audio and consumer accessory distributor VOXX International Corp (NASDAQ: VOXX), a potential peer or performance benchmark of Harman International Industries Inc (NYSE: HAR), Skullcandy Inc (NASDAQ: SKUL) and Turtle Beach Corp (NASDAQ: HEAR), is due out after the market closes on Thursday. Aside from the VOXX International Corp earnings report, it should be said that Harman International Industries Inc reported Q3 2014 earnings on May 1st (they beat expectations�and raised their forecast on strong European automotive demand) and will report Q4 2014 earnings on August 7th; Skullcandy Inc reported Q1 2014 earnings on May 1st and will report Q2 2014 near the end of this month; and Turtle Beach Corp reported Q1 2014 earnings on May 12th. However, VOXX International Corp�� last earnings report was a train wreck that led to several analyst downgrades.

Top High Dividend Companies To Invest In Right Now: Mazda Motor Corp (MZDAF)

Mazda Motor Corporation is a Japan-based company engaged in the manufacture and distribution of automobiles and automobile parts. The Company provides mini vans, compact vehicles, sports cars, sport-utility vehicles, station wagons, sedans, light cars, commercial vehicles, welfare vehicles and special edition automobiles, as well as automobile accessories, including car navigation systems, automobile audio systems, side monitors, rear seat monitors, electronic toll collection (ETC) in-vehicle equipment, security products, driving support products, bulbs, pet carriers and child seats, among others. As of March 31, 2013, the Company had 56 consolidated subsidiaries and 15 associated companies. Advisors' Opinion:

• [By MARKETWATCH]

  LOS ANGELES (MarketWatch) -- Japanese equities slipped in early trade Tuesday after the benchmark in the previous session closed at its best level in more than three weeks. The Nikkei Stock Average (JP:NIK) shed 0.1% to 14,672.76, but the broader Topix index tacked on nearly 0.1%. Transportion shares were among the decliners, and stock in 7-Eleven chain operator Seven & I Holdings Co. (JP:3382) fell 0.9% after a trade group said September same-store sales at convenience stores fell 1.6% on a year-over-year basis. Automotive shares were mostly lower ahead of the release of U.S. labor data for September, due later Tuesday. In the group, stock in Mazda Motor Corp. (JP:7261) (MZDAF) shed 0.2%, but Toyota Motor Corp. (JP:7203) (TM) outperformed by climbing 1.1%.

• [By MARKETWATCH]

  LOS ANGELES (MarketWatch) -- Japanese stocks rose Wednesday after a lower open, with action quiet as most other Asian markets were closed for the Christmas holiday. The Nikkei Stock Average (JP:NIK) gained 0.4% to 15,948.04, but with the broader Topix 0.4% lower. Seven & I Holdings Co. (JP:3382) (SVNDF) , operators of the 7-Eleven convenience-store chain, rose 1.3% as a Nikkei Asian Review report said it planned to pay about 楼5 billion yen to purchase nearly half of Bals, which runs home-and-kitchen-furnishings retailer Francfranc. Chip maker Renesas Electronics Corp. (JP:6723) (RNECY) was a strong performer, rallying 5.3% after suffering a sizeable drop in the previous session. On the downside, shares of Softbank Corp. (JP:9984) (SFTBF) fell 0.9%, after a separate article in the Nikkei saying that previously reported plans by the firm to buy T-Mobile US Inc. (TMUS) through its newly acquired Sprint (S) unit would value the transaction at more than 2 trillion yen ($19 billion) and would take place as early as next spring. Auto-maker stocks were mixed after the release of Japanese car-sales data for November, with Toyota Motor Corp. (JP:7203) (TM) flat, Honda Motor Co. (JP:7267) (HMC) down 0.4%, Mitsubishi Motors

• [By MARKETWATCH]

  LOS ANGELES (MarketWatch) -- Stocks in Japan climbed at the start of trade Tuesday, as U.S. dollar strength against the yen aided the export-oriented market. The Nikkei Stock Average (JP:NIK) advanced 1% to 14,431.03, and the broader Topix rose 1.5% to 1,201.63, with the greenback moving back above the 楼102 level versus Japan's currency. Among exporters, stock in Canon Inc. (JP:7751) (CAJ) rose 1.6%, Mazda Motor Corp. (JP:7261) (MZDAF) tacked on 1.5%, and Sony Corp. (JP:6758) (SNE) gained 1.4%. Banking stocks were higher ahead of the conclusion of the Bank of Japan's meeting later Tuesday, and officials are not expected to announce any changes in monetary policy. Shares of Mitsubishi UFJ Financial Group Inc. (JP:8306) (MTU) and Sumitomo Mitsui Financial Group Inc. (JP:8316) (SMFG) were each up by 1.7%.