Monday, December 30, 2013

Top 5 Warren Buffett Companies For 2014

On a day when the overall market is up less than a percent, the steady performer that is Wells Fargo (NYSE: WFC  ) �is up nearly twice as much and should close the day at a new 52-week high. While long-term investors shouldn't be nearly as interested in the daily movement of a share price, the bank definitely deserves more attention than it often gets. Here are two reasons I like the bank.

Support from great investors
By now, anyone who invests in Wells Fargo is bound to know that Warren Buffett and Charlie Munger are big fans of the bank, and the bank is Berkshire Hathaway's (NYSE: BRK-B  ) largest stock holding, a position which he has been adding to nearly every quarter. But Buffett is not alone in being a fan of the big San Francisco bank. Former Buffett protege Lou Simpson, who formerly managed the portfolio at GEICO, has nearly 8% of his portfolio�at SQ Advisors in Wells Fargo stock -- including a small addition during the first quarter -- making it his fourth-largest position.

Top 5 Warren Buffett Companies For 2014: Gentium SpA(GENT)

Gentium S.p.A., a biopharmaceutical company, focuses on the development and manufacture of its primary product candidate, defibrotide, an investigational drug based on a mixture of single-stranded and double-stranded DNA extracted from pig intestines. It develops defibrotide for the treatment and prevention of hepatic veno-occlusive disease (VOD), a condition that occurs when veins in the liver are blocked as a result of cancer treatments, such as chemotherapy or radiation, that are administered prior to stem cell transplantation. The company has completed a Phase III clinical trial of defibrotide for the treatment of severe VOD in the United States, Canada, and Israel; and a Phase II/III pediatric trial in Europe for the prevention of VOD. It also offers sulglicotide that is developed from swine duodenum, and has ulcer healing and gastrointestinal protective properties in South Korea; and urokinase, which is made from human urine to treat various vascular disorders, such as deep vein thrombosis and pulmonary embolisms. The company was formerly known as Pharma Research S.r.L. and changed its name to Gentium S.p.A. in July 2001. Gentium S.p.A. was founded in 1993 and is headquartered in Villa Guardia, Italy.

Advisors' Opinion:
  • [By James Oberweis]

    Gentium Spa (GENT) is focused on the development and commercialization of its leading product, defibrotide, to treat certain complications arising from chemotherapy, and bone marrow and stem cell transplantation therapy.

  • [By Jake L'Ecuyer]

    Shares of Jazz Pharmaceuticals Public Limited Company (NASDAQ: JAZZ) got a boost, shooting up 7.77 percent to $123.65 after the company announced its plans to buy Gentium SpA (NASDAQ: GENT) for around $1 billion.

Top 5 Warren Buffett Companies For 2014: Engro Corporation Limited (S44.SI)

EnGro Corporation Limited engages in the manufacture and sale of cement and building materials, and specialty polymers primarily in Singapore, Malaysia, and the People�s Republic of China. The company offers ground granulated blast furnace slag under the VCEM brand; ordinary Portland cement; Portland blast furnace cement; high slag blast furnace cement; ready-mixed concrete; dry mix; and construction chemicals. It also provides thermosetting synthetic resin and plastic materials used in various markets and application, including automotives, electrical and electronics, construction and civil engineering, household, and consumer and packaging; and carbon consultancy services. In addition, the company is involved in the provision and supply of workers; and in trading equity securities, and holding investments in venture capital funds and equity securities of various industries, such as information technology, wireless communications, software, semiconductors, medical device s and equipment, pharmaceutical drug development, nanotechnology, and specialty chemicals and materials industries. The company was formerly known as SsangYong Cement (Singapore) Limited and changed its name to EnGro Corporation Limited in February 2005. EnGro Corporation Limited was founded in 1973 and is headquartered in Singapore.

Hot Casino Companies To Own For 2014: Nuveen New York Quality Income Municipal Fund Inc.(NUN)

Nuveen New York Quality Income Municipal Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is managed by Nuveen Asset Management. It invests in the fixed income markets of New York. The fund invests in tax exempt municipal bonds. It employs fundamental analysis, with bottom-up stock picking approach, to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor?s New York Municipal Bond Index and Standard & Poor?s Insured National Municipal Bond Index. Nuveen New York Quality Income Municipal Fund, Inc. was formed on July 25, 1991 and is domiciled in the United States.

Top 5 Warren Buffett Companies For 2014: Linde AG (LNAGF.PK)

Linde AG is a German company engaged in the gases and engineering sector. It operates two divisions: Gases and Engineering, as core divisions, as well as Gist. The Gases Division includes Healthcare, producing medical gases; and Tonnage, as its two global business units; as well as the two business areas Merchant and Packaged Gases, offering liquefied and cylinder gases, and Electronics. The Company�� products are used in the energy sector, for steel production, chemical processing, environmental protection and welding, as well as in food processing, glass production and electronics. The Engineering division offers planning, project development and construction of turnkey industrial plants used in fields, such as petrochemical and chemical industries, in refineries and fertilizer plants, to recover air gases, to produce hydrogen and synthesis gases, to treat natural gas, and in the pharmaceutical industry. As of August 13, 2012, the Company acquired Lincare Holdings Inc.

Top 5 Warren Buffett Companies For 2014: United Rentals Inc.(URI)

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It offers approximately 3,000 classes of equipment for rent to customers comprising construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The company?s fleet of rental equipment includes general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms consisting of boom lifts and scissor lifts; and general tools and light equipment, including pressure washers, water pumps, generators, heaters, and power tools. Its fleet also comprise trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; and power and heating, ventilating, and air conditioning (HVAC) equipment, which consists of portable diesel generators, electrical distribution equipment, and temperature control equipment, including heating and cooling equipment. In addition, the company sells new and used equipment, as well as related contractor supplies, parts, and service; and offers repair, maintenance, and rental protection services. Further, it develops and markets RENTALMAN, an enterprise resource planning application for equipment rental companies; and INFOMANAGER, which offers solution for creating a business intelligence system. As of January 1, 2012, the company had an integrated network of 529 rental locations in the United States and Canada. United Rentals, Inc. was founded in 1997 and is headquartered in Greenwich, Connecticut.

Advisors' Opinion:
  • [By Rick Munarriz]

    I went out on a limb last week, and now it's time to see how that decision played out.

    I predicted that People's United Financial (NASDAQ: PBCT  ) would close higher on the week. The regional banker had come up short on the bottom line in its two previous quarters, and the prior week closed with uninspiring earnings news out of the banking behemoths. People's United managed to match expectations on an operating basis, but the market was skeptical of financial services institutions this week. People's United Financial shares closed lower on the week. I was right. I predicted that the tech-heavy Nasdaq would outperform the Dow Jones Industrial Average. (DJINDICES: ^DJI  ) . This has been a tricky call lately, so how did it play out this time? Well, the market was rocked hard this week, and secondary stocks led the way down. The Nasdaq fell 2.7% on the week. The Dow managed to close just 2.1% lower. I was wrong. My final call was for United Rentals (NYSE: URI  ) to beat Wall Street's quarterly profit target. The provider of equipment rentals with 836 outlets across the country has been beating Wall Street estimates consistently over the past year. Why should that end? Analysts were looking for a profit of $0.47 a share during the quarter, and it came through with adjusted net income of $0.58. I was right.

    Two out of three? I can do better than that.

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