Washington Post columnist Neil Irwin stopped by to discuss his book,�The Alchemists: Three Central Bankers and a World on Fire.�It's a great read on the history of central banks, including how they responded to the financial crisis and the challenges they face in the future.
In this video segment, we look at the Federal Reserve's efforts to turn the economy around, and what Congress is -- or isn't -- doing to help make a difference for average Americans. A full transcript follows the video.
Morgan Housel: We have rising stock markets, rising debt markets, rising housing prices, but to the extent that the median American consumer doesn't own a tremendous amount of stocks, doesn't own a lot of corporate bonds; to the extent that that doesn't help them, what do we need to get middle American consumers back in the game?
Neil Irwin: It's funny. We have this debate around what the Federal Reserve should be doing and is doing, and are the policies that are currently in place, are they only supporting financial markets, not the real economy?
Best Oil Companies To Own For 2015: Griffin Land & Nurseries Inc.(GRIF)
Griffin Land & Nurseries, Inc., together with its subsidiaries, engages in real estate and landscape nursery businesses in the United States. The company?s real estate business consists of the ownership, construction, leasing, and management of commercial and industrial properties, as well as the development of residential subdivisions on real estate owned by it in Connecticut, Massachusetts, and Pennsylvania. Its landscape nursery business comprises the growing of containerized plants for sale principally to independent retail garden centers, rewholesalers, mass merchandisers, home centers, and landscape contractors. Griffin Land & Nurseries, Inc. was founded in 1970 and is based in New York City, New York.
Advisors' Opinion:- [By Dividends4Life]
Memberships and Peers: ADM is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: Bunge Limited (BG) with a 1.6% yield, Ingredion Incorporated (INGR) with a 2.4% yield and Griffin Land & Nurseries Inc. (GRIF) with a 0.7% yield.
Top 10 Consumer Companies To Invest In 2014: Hillshire Brands Co (HSH)
The Hillshire Brands Company, incorporated on September 4, 1941, is a manufacturer and marketer of food products. The Company�� portfolio includes brands, such as Jimmy Dean, Ball Park, Hillshire Farm, State Fair, Sara Lee frozen bakery and Chef Pierre pies, as well as artisanal brands Aidells and Gallo Salame. The Company operates in two segments: Retail and Foodservice/Other. Retail sells a variety of packaged meat and frozen bakery products to retail customers in North America. Foodservice/other sells a variety of meat and bakery products to foodservice customers in North America. On February 4, 2013, the Company completed the sale of its Australian bakery business.
Retail
Products in the retail segments include hot dogs and corn dogs, breakfast sausages, breakfast convenience items, including breakfast sandwiches and bowls, dinner sausages, deli and luncheon meats and cooked hams, as well as frozen pies, cakes, cheesecakes and other desserts. The Company�� brands include Jimmy Dean, Ball Park, Hillshire Farm, State Fair and Sara Lee, as well as artisanal brands Aidells and Gallo Salame. The sales of the Retail business are generated in the United States Sales are made in the retail channel to supermarkets, warehouse clubs and national chains. Retail�� business accounted for 74% of the Company�� sales during the fiscal year ended June 29, 2013 (fiscal 2013).
Foodservice/Other
Products in the foodservice/other segment include hot dogs and corn dogs, breakfast sausages and sandwiches, dinner sausages, deli and luncheon meats, ham, beef and turkey, as well as a variety of bakery products, including pastries, muffins, frozen pies, cakes and cheesecakes. Sales are made in the foodservice channel to distributors, restaurants, hospitals and other large institutions. Foodservice/Other�� business accounted for 26% of the Company�� sales in fiscal 2013.
Advisors' Opinion:- [By Ben Levisohn]
The market is heading higher today, with small-company stocks outperforming large, despite mixed economic data. American Express (AXP), Tyson Foods (TSN), First Energy (FE), Priceline�(PCLN) and Hillshire Brands (HSH) have helped lift stocks.
- [By Jake L'Ecuyer]
Top Headline
Hillshire Brands Co (NYSE: HSH) announced its plans to buy Pinnacle Foods (NYSE: PF) for around $6.6 billion including debt. Hillshire will offer $18.00 in cash and 0.50 shares of its common stock for each Pinnacle share.
Top 10 Consumer Companies To Invest In 2014: Dorman Products Inc.(DORM)
Dorman Products, Inc. supplies automotive replacement parts, fasteners, and service line products primarily for the automotive aftermarket. The company offers approximately 128,000 products comprising original equipment dealer parts, which include intake manifolds, exhaust manifolds, oil cooler lines, window regulators, radiator fan assemblies, power steering pulleys, and harmonic balancers; and replacement parts, such as window handles and switches, door hardware, interior trim parts, headlamp aiming screws and retainer rings, radiator parts, battery hold-down bolts and repair kits, valve train parts, and power steering filler caps. It also provides application specific and general automotive hardware, such as body hardware, general automotive fasteners, oil drain plugs, and wheel hardware; a selection of electrical connectors, wires, tools, testers, and accessories; and a line of home hardware and home organization products designed for retail merchandisers. In addition, the company offers a brake and clutch program; remanufactured automotive replacement parts, such as transfer case modules and instrument clusters; and heavy duty aftermarket parts for class 4-8 heavy vehicles, including coolant tubes, door handles and other body parts, fluid reservoirs, headlights and lighting, hood components, window regulators, and wiper transmissions. It sells its products under the OE Solutions, HELP!, AutoGrade, FirstStop, Conduct-Tite!, Pik-A-Nut, and HD Solutions brand names through automotive aftermarket retailers; national, regional, and local warehouse distributors; specialty markets; and salvage yards in the United States, Mexico, Europe, the Middle East, Asia, and Canada. The company, formerly known as R&B, Inc., was founded in 1978 and is headquartered in Colmar, Pennsylvania.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Dorman Products (Nasdaq: DORM ) , whose recent revenue and earnings are plotted below.
Top 10 Consumer Companies To Invest In 2014: Accuride Corporation New (ACW)
Accuride Corporation, together with its subsidiaries, engages in designing, manufacturing, marketing, and supplying commercial vehicle components in North America. The company offers heavy- and medium-duty steel and aluminum wheels, light truck steel wheels, and military wheels; and wheel-end components and assemblies, such as brake drums, disc wheel hubs, spoke wheels, disc brake rotors, and automatic slack adjusters. It also provides truck body and chassis parts comprising bumpers, fuel tanks, battery boxes and toolboxes, front-end cross members, muffler assemblies, and crown assemblies and components, as well as fenders, exhaust components, sun visors, windshield masks, step assemblies, brackets, fuel tank supports, inner-hood panels, door assemblies, dash panel assemblies, and various other components. In addition, the company offers ductile and gray iron casting of transmission and engine-related components, which comprise flywheels, and transmission and engine-relate d housings and brackets; and ductile and gray iron casting of industrial components, such as flywheels, pump housings, small engine components, and other industrial components. Accuride Corporation markets its products under Accuride, Gunite, Imperial, and Brillion brand names. It serves heavy- and medium-duty truck, and commercial trailer original equipment manufacturers (OEM); and aftermarket suppliers, including OEM dealer networks, wholesale distributors, and aftermarket buying groups. The company was founded in 1986 and is headquartered in Evansville, Indiana.
Advisors' Opinion:- [By George Putnam]
Because of a very leveraged balance sheet, the company—Accuride Corp. (ACW)—could not survive the 2008-09 recession, and it filed for bankruptcy in October 2009.
- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Accuride (NYSE: ACW ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Accuride doing by this quick checkup? At first glance, pretty well. Trailing-12-month revenue decreased 14.3%, and inventory decreased 30.5%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue dropped 28.6%, and inventory dropped 30.5%. Over the sequential quarterly period, the trend looks healthy. Revenue grew 9.2%, and inventory dropped 6.1%.
Top 10 Consumer Companies To Invest In 2014: Anhanguera Educacional Participacoes SA (AEDU3)
Anhanguera Educacional Participacoes SA, formerly Mehir Holdings SA, is a Brazil-based holding company engaged in the education sector. The Company provides higher graduate and postgraduate education through full time and distance learning programs. It is also engaged in the provision of preparatory courses for public competition and other specialization courses. The Company offers the academic programs, such as full time graduate, distance graduate and post-graduate courses. Additionally, the Company provides selected courses through the methodology of distance learning, including graduate, post-graduate and continuous education courses. Anhanguera Educacional Participacoes SA offers its services for working adults and operates in approximately 71 campuses and around 500 learning centers located throughout each of around the 26 Brazilian states. Advisors' Opinion:- [By Ney Hayashi]
Anhanguera Educacional Participacoes SA (AEDU3) tumbled after Brazil�� antitrust regulator signaled it may limit the education company�� merger with competitor Kroton Educacional SA. (KROT3) Lojas Renner SA (LREN3) led retailers higher after a report showed Brazil�� industrial production expanded faster than expected in October, easing concern that growth is faltering.
Top 10 Consumer Companies To Invest In 2014: Neenah Paper Inc. (NP)
Neenah Paper, Inc. produces technical products and fine papers worldwide. The company�s Technical Products segment provides filtration media for applications in automotive transportation; saturated and unsaturated crepe and flat paper tapes to manufacturers; lightweight abrasive paper for waterproof and dry sanding applications; wall covering substrates to converters serving commercial and consumer-do-it-yourself markets; label and tag products to pressure sensitive coaters; latex saturated and coated papers; premask, medical packaging, image transfer, and decorative components papers; and other products, such as clean room papers, durable printing papers, release papers, and furniture backers. Its Fine Paper segment manufactures and sells writing papers used for business and personal stationery, corporate identity packages, and related end-use applications; text and cover papers and envelopes used in corporate brochures, pocket folders, corporate annual reports, advertis ing inserts, direct mail, business cards, hang tags, scrapbooks, and various other uses; custom colors, paper finishes, and duplex/laminated papers; and bright papers used in direct mail, advertising inserts, scrapbooks, and marketing collateral applications. This segment also offers other specialty papers for various applications in wine labels and luxury packaging, as well as specialty paper products for enhanced image, such as translucent and art papers, papers for optical scanning, and other specialized applications. Neenah Paper, Inc. markets its products primarily under the JET-PRO, SofStretch, KIMDURA, MUNISING LP, PREVAIL, NEENAH, GESSNER, varitess, CLASSIC, CLASSIC CREST, ESSE ENVIRONMENT, ROYAL SUNDANCE, ASTROBRIGHTS, EXACT BRIGHTS, CAPITOL BOND, CRANE'S BOND, and CRANE'S LETTRA brands. The company sells its products through authorized paper distributors, converters, and direct sales. Neenah Paper, Inc. was founded in 2004 and is headquartered in Alpharetta, Georgi a.
Advisors' Opinion:- [By Marc Bastow]
Fine paper manufacturer and distributor Neenah Paper (NP) raised its quarterly dividend 20% to 24 cents per share, payable on Mar. 4 to shareholders of record as of Feb. 14.
NP Dividend Yield: 2.41% - [By Rich Duprey]
Specialty-paper maker�Neenah Paper� (NYSE: NP ) �announced yesterday�its third-quarter dividend of $0.20 per share, a�33% increase over the $0.15 per-share payout made last quarter, and comes quickly on the heels of a 25% dividend hike it made with the first-quarter payout.
- [By Tannor Pilatzke]
Neenah Paper (NP) Spin-off in 2004
Neenah Paper was named after the Kimberly Clark headquarters in Wisconsin and has two primary operations: technical products business and fine paper business. The Company�� technical products business is a producer of transportation and other filter media and coated substrates for industrial products backings and a variety of other end markets. The Company�� fine paper business is the supplier of writing, text and cover papers, bright papers and specialty papers in North America. The Company�� writing, text, cover and specialty papers are used in commercial printing and imaging applications for corporate identity packages, invitations, personal stationery and corporate annual reports, as well as, labels and packaging.
Top 10 Consumer Companies To Invest In 2014: British American Tobacco PLC (BATS)
British American Tobacco p.l.c. (British American Tobacco) is a holding company. The Company�� four principal brands include Dunhill, Kent, Lucky Strike and Pall Mall. The Company has many other famous international and local brands, including Rothmans, Vogue, Viceroy, Kool, Peter Stuyvesant and Benson & Hedges. The Company�� brands are sold in over 180 markets. The Company�� products include Cigarettes, Smokeless snus and Cigars. The Company has over 44 cigarette factories in 39 countries. In addition to cigarettes, the Company makes cigarillos, roll your own and pipe tobacco. Advisors' Opinion:- [By Namitha Jagadeesh]
European stocks advanced for a fifth day, their longest rally this year, as data showed the U.K. avoided a triple-dip recession and as companies including British American Tobacco Plc (BATS) reported results.
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