Hot Dividend Companies To Watch For 2014

Linked here is a detailed quantitative analysis of Coca-Cola Company (KO). Below are some highlights from the above linked analysis:

Company Description: The Coca-Cola Company is the world's largest soft drink company, KO also has a sizable fruit juice business.

Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value (see page 2 of the linked PDF for a detailed description):

1. Avg. High Yield Price
2. 20-Year DCF Price
3. Avg. P/E Price
4. Graham Number

KO is trading at a premium to all four valuations above. The stock is trading at a 5.2% premium to its calculated fair value of $38.25. KO did not earn any Stars in this section.

Dividend Analytical Data: In this section there are three possible Stars and three key metrics (see page 2 of the linked PDF for a detailed description):

1. Free Cash Flow Payout
2. Debt To Total Capital
3. Key Metrics
4. Dividend Growth Rate
5. Years of Div. Growth
6. Rolling 4-yr Div. > 15%

Top Services Stocks To Buy For 2015: Plum Creek Timber Company Inc.(PCL)

Plum Creek Timber Company, Inc. is a publicly owned real estate investment trust (REIT). The trust owns and manages timberlands in the United States. Its products include lumber products, plywood, medium density fiberboard, and related by-products, such as wood chips. The trust also focuses on mineral extraction and natural gas production, communication, and transportation. Plum Creek Timber Company was founded in 1989 and is based in Seattle, Washington.

Advisors' Opinion:

• [By Rich Smith]

  Someone's yelling "timber!" at Plum Creek
  Forest manager and forestry products seller Plum Creek Timber (NYSE: PCL  ) beat analyst estimates (with a stick, of course) Monday. Earnings for the first fiscal quarter came in at $0.35 per share, or close to 10% better than expected. Revenue of $340 million also topped estimates.

• [By Jacob Roche]

  Weyerhaeuser� (NYSE: WY  ) and Plum Creek Timber (NYSE: PCL  ) have seen sales go up almost 20% in the past three years, and margins are strong. Weyerhaeuser and Plum Creek both get a significant amount of their business from the sale of whole logs, manufactured wood, and pulp, making them key suppliers to the increasing demand from different industries. Plum Creek is in a particularly good position, as much of its assets are in the eastern half of the United States, which has been less affected by the beetle.

Hot Dividend Companies To Watch For 2014: ITT Industries Inc.(ITT)

ITT Corporation designs, manufactures, and sells a range of engineered products, and provides related services worldwide. Its Defense & Information Solutions segment develops tactical communications equipment, electronic warfare and force protection equipment, radar systems, integrated structures equipment, and imaging and sensor equipment, including night vision goggles, as well as weather, location, surveillance, and other related technologies for military and government agencies. It also provides services comprising air traffic management, information and cyber solutions, large-scale systems engineering, and integration and defense technologies; satellite-based imaging payloads for intelligence, surveillance, and reconnaissance solutions; and high-resolution commercial imaging systems with earth and space science applications, climate and environmental monitoring sensors and systems, and GPS navigation and software applications designed for image and data processing and dissemination. The company?s Fluid Technology segment provides water transport and wastewater treatment systems, pumps and related technologies, and other water and fluid control products with municipal, residential, commercial, and industrial applications. Its Motion & Flow Control segment manufactures shock absorbers and brake friction materials for the transportation industry; switch applications for the industrial and aerospace industries; electrical connectors used in telecommunications, computers, aerospace, medical, and industrial applications; and a range of pumps and tailored products for marine, food and beverage, and general industrial markets. The company was formerly known as ITT Industries, Inc. and changed its name to ITT Corporation in July 2006. ITT Corporation was founded in 1920 and is based in White Plains, New York.

Advisors' Opinion:

• [By Jeremy Bowman]

  What: Shares of ITT Educational Services (NYSE: ITT  ) were flying higher today, gaining as much 34% after smashing analyst estimates in its quarterly report.

• [By MONEYMORNING]

  This 85-year-old forest products company operates as a Real Estate Investment Trust (REIT) after being first acquired, then later spun off, by ITT Corp. (NYSE: ITT).

• [By Aaron Levitt]

  Spun-off from industrial giant ITT (ITT) a few years ago, Xylem (XYL) could be a great starting point for investors looking at water stocks. Aside from its cool and appropriate name, XYL provides host of equipment — pumps, controllers and filtration devices — for wastewater treatment plants across the globe.

• [By Stephen Simpson, CFA]

  This is a logical deal for SKF on multiple fronts. For starters, Kaydon will meaningfully expand the company's U.S. presence - something it could have done on its own eventually, but certainly not without spending money. With that, there is the possibility of using Kaydon's existing U.S. footprint to sell more SKF products and further trouble rivals like RBC Bearings (ROLL) and ITT (ITT).

Hot Dividend Companies To Watch For 2014: TECO Energy Inc.(TE)

TECO Energy, Inc., an electric and gas utility company, through its subsidiaries, engages in the generation, purchase, transmission, distribution, and sale of electric energy. It provides retail electric service to approximately 672,000 customers in West Central Florida with a net winter system generating capability of 4,684 megawatts. The company also engages in the purchase, distribution, and marketing of natural gas. It serves approximately 336,000 residential, commercial, industrial, and electric power generation customers in Florida. In addition, the company owns mineral rights, owns or operates surface and underground mines, and owns interests in coal processing and loading facilities. TECO Energy, Inc. was founded in 1899 and is headquartered in Tampa, Florida.

Advisors' Opinion:

• [By Justin Loiseau]

  1. Existing power plants aren't protected
  The biggest news for the utilities sector came from the inclusion of one word: existing. The Edison Electric Institute made special mention of this in its response statement, noting that new policies and regulations should be "achievable" and "consistent with ongoing investments to transition." EEI might've been describing any number of transitioning traditional fuel utilities. TECO Energy (NYSE: TE  ) currently relies on coal for 61% of its regulated generation capacity, and also owns and operates coal mines capable of processing nine million tons annually. Just last month, TECO announced that it is spending $950 million to acquire a New Mexico regulated natural gas utility���but its moves may not be fast enough if Obama gets anxious.

• [By Justin Loiseau]

  AEP relies on coal for about 66% of its generating capacity, comparable to TECO Energy's (NYSE: TE  ) 61% coal capacity. TECO takes its coal cravings a step further with vertical integration, pulling 9 million tons of solid black gold annually from its Appalachian mines.

Hot Dividend Companies To Watch For 2014: Littelfuse Inc.(LFUS)

Littelfuse, Inc. designs, manufactures, and sells circuit protection devices for use in the automotive, electronic, and electrical markets in the Americas, Europe, and the Asia-Pacific. The company offers electronic circuit protection products, such as fuses and protectors, positive temperature coefficient resettable fuses, varistors, polymer electrostatic discharge suppressors, discrete transient voltage suppression diodes, TVS diode arrays and protection thyristors, gas discharge tubes, and power switching components, as well as fuseholders, blocks, and related accessories under PICO II, and NANO2 SMF, TECCOR, SIDACtor, and Battrax brand names. It offers its electronic circuit protection products for use in wireless telephones, consumer electronics, computers, modems, telecommunications equipment, telephones, data transmission lines, and alarm systems. The company also provides automotive fuses that are used in automobiles, trucks, buses, and off-road equipment to protec t electrical circuits and the wires that supply electrical power to operate lights, heating, air conditioning, radios, windows, and other controls, as well as offers fuses for the protection of electric and hybrid vehicles. It markets its automotive fuse products under ATO, MINI, MAXI, MIDI, MEGA, MasterFuse, JCASE, and CablePro brand names. In addition, Littelfuse manufactures various low-voltage and medium-voltage circuit protection products, such as power fuses that are used in the protection from over-load and short-circuit currents in motor branch circuits, heating and cooling systems, control systems, lighting circuits, and electrical distribution networks to electrical distributors and their customers in the construction, original equipment manufacturers, and industrial maintenance and repair and operating supplies markets. Littelfuse sells its products through direct sales force and manufacturers? representatives. The company was founded in 1927 and is headquartered in Chicago, Illinois.

Advisors' Opinion:

• [By Rich Smith]

  Littelfuse (NASDAQ: LFUS  ) has signed an agreement to acquire Key Safety Systems' Hamlin subsidiary for $145 million in cash, Littelfuse announced Monday.

Hot Dividend Companies To Watch For 2014: Lockheed Martin Corporation(LMT)

Lockheed Martin Corporation engages in the research, design, development, manufacture, integration, operation, and sustainment of advanced technology systems and products in the areas of defense, space, intelligence, homeland security, and government information technology in the United States and internationally. It also provides management, engineering, technical, scientific, logistic, and information services. The company operates in four segments: Aeronautics, Electronic Systems, Information Systems & Global Services (IS&GS), and Space Systems. The Aeronautics segment offers military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. Its products and programs comprise the F-35 multi-role, stealth fighter; the F-22 air dominance and multi-mission stealth fighter; the F-16 multi-role fighter; the C-130J tactical transport aircraft; and the C-5M strategic airlifter modernization program; and support for the P-3 maritime patrol aircraft, and the U-2 high-altitude reconnaissance aircraft. The Electronic Systems segment provides air and missile defense; tactical missiles; weapon fire control systems; surface ship and submarine combat systems; anti-submarine and undersea warfare systems; land, sea-based, and airborne radars; surveillance and reconnaissance systems; simulation and training systems; and integrated logistics and sustainment services. The IS&GS segment offers information technology solutions and advanced technology primarily in the areas of software and systems integration for space, air, and ground systems to various defense and civil government agencies. The Space Systems segment provides government and commercial satellites; strategic and defensive missile systems, including missile defense technologies and systems, and fleet ballistic missiles; and space transportation systems. Lockheed Martin Corporation was founded in 1909 and is based in Bethesda, Maryland.

Advisors' Opinion:

• [By Laura Brodbeck]

  Earnings reports expected on Tuesday include:

  The Travelers Company Inc. (NYSE: TRV) is expected to report third quarter EPS of $1.69 on revenue of $5.83 billion, compared to last year’s EPS of $2.22 on revenue of $5.70 billion. Delta Airlines Inc. (NYSE: DAL) is expected to report third quarter EPS of $1.36 on revenue of $10.47 billion, compared to last year’s EPS of $0.90 on revenue of 9.92 billion. United Technologies Corporation (NYSE: UTX) is expected to report third quarter EPS of $1.53 on revenue of $16.18 billion, compared to last year’s EPS of $1.37 on revenue of $15.04 billion. Lockheed Martin Corporation (NYSE: LMT) is expected to report third quarter EPS of $2.26 on revenue of $11.15 billion, compared to last year’s EPS of $2.21 on revenue of $11.87 billion.

  Economics

• [By Chad Tracy]

  For example, the world's largest defense contractor, Lockheed Martin (NYSE: LMT), is a great stock I would be happy to add to my portfolio. But not at 57 times book value, which is where the stock is trading.

Hot Dividend Companies To Watch For 2014: ConAgra Foods Inc.(CAG)

ConAgra Foods, Inc. operates as a food company primarily in North America. It operates in two segments, Consumer Foods and Commercial Foods. The Consumer Foods segment provides branded, private label, and customized food products, which are sold in various retail and foodservice channels. It offers products in various categories, such as meals, entrees, condiments, sides, snacks, and desserts in frozen, refrigerated, and shelf-stable temperature classes. This segment?s principal brands include Alexia, ACT II, Banquet, Blue Bonnet, Chef Boyardee, DAVID, Egg Beaters, Healthy Choice, Hebrew National, Hunt?s, Marie Callender?s, Orville Redenbacher?s, PAM, Peter Pan, Reddi-wip, Slim Jim, Snack Pack, Swiss Miss, Van Camp?s, and Wesson. The Commercial Foods segment provides commercially branded foods and ingredients that are sold to foodservice, food manufacturing, and industrial customers. Its primary products consist of specialty potato products, milled grain ingredients, a ran ge of vegetable products, seasonings, blends, and flavors. This segment sells products under brands, such as ConAgra Mills, Lamb Weston, and Spicetec Flavors & Seasonings. The company was founded in 1919 and is headquartered in Omaha, Nebraska.

Advisors' Opinion:

• [By Seth Jayson]

  ConAgra Foods (NYSE: CAG  ) is expected to report Q4 earnings around June 21. Here's what Wall Street wants to see:

  The 10-second takeaway
  Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict ConAgra Foods's revenues will grow 35.0% and EPS will grow 15.7%.

• [By Holly LaFon]

  ��ConAgra Foods, Inc. (CAG), a packaged food manufacturer, fell as it reported volume declines in its branded foods businesses and higher-promotional spending.

• [By WWW.DAILYFINANCE.COM]

  Al Behrman/APCanned soups are among the many processed foods regulators say contain too much salt. WASHINGTON -- Food companies and restaurants could soon face government pressure to make their foods less salty -- a long-awaited federal effort to try to prevent thousands of deaths each year from heart disease and stroke. The Food and Drug Administration is preparing voluntary guidelines asking the food industry to lower sodium levels, FDA Commissioner Margaret Hamburg told The Associated Press. Hamburg said in a recent interview that the sodium is "of huge interest and concern" to the agency. "We believe we can make a big impact working with the industry to bring sodium levels down, because the current level of consumption really is higher than it should be for health," Hamburg said. It's still unclear when FDA will release the guidelines, despite its 2013 goal to have them completed this year. Hamburg said she hoped the agency would be able to publicly discuss the issue "relatively soon." On Tuesday, FDA spokeswoman Erica Jefferson said there is no set timeline for their release. The food industry has already made some reductions, and has prepared for government action since a 2010 Institute of Medicine report said companies hadn't made enough progress on making foods less salty. The IOM advised the government to establish maximum sodium levels for different foods, though the FDA said then -- and maintains now -- that it favors a voluntary route. Americans eat about 1½ teaspoons of salt daily, about a third more than the government recommends for good health and enough to increase the risk of high blood pressure, strokes and other problems. Most of that sodium is hidden inside common processed foods and restaurant meals. In addition to flavor, companies use sodium to increase shelf life, prevent the growth of bacteria, or improve texture and appearance. That makes it more difficult to remove from some products, Hamburg noted. Once the guide

• [By Jake L'Ecuyer]

  Top Headline
  ConAgra Foods (NYSE: CAG) reported a 42% drop in its fiscal first-quarter earnings.

  ConAgra's quarterly profit fell to $144.3 million, or $0.34 per share, from $250.1 million, or $0.61 per share, in the year-ago period. Its earnings from continuing operations came in at $0.33 per share. Excluding one-time items, its earnings declined to $0.37 from $0.44 per share.