investment
An investment is an asset or property acquired to generate income or gain appreciation. Appreciation is the increase in the value of an asset over time. It requires the outlay of a resource today, like time, effort, and money, for a greater payoff in the future or for generating a profit.
An investment involves using capital in the present to increase an asset’s value over time.
Investments may include bonds, stocks, real estate, or alternative investments.
Investments can be diversified to reduce risk, though this may reduce the amount of earning potential.
In business contexts, investments are financial; however, consider how some people spend time to make higher incomes in the future (i.e. invest in a college education).
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Every Monday we feature “A Stock to Sell” as our daily post. With every stock or investment we recommend as a sell, we give you a full explanation of why we advise against investing in it at this time.
Cardiff Energy (symbol CRS on Toronto; www.cardiffenergy.com), is a junior oil and gas exploration firm. It first sold shares to the public and began trading in April 2012.
Cardiff holds interests in 15 producing oil wells, one producing gas well and three shut-in oil wells in the Lincoln County area of central Oklahoma. It also has holdings in other parts of the state, including seven producing oil and gas wells in the Garvin County area and interests in the Buzzard Sand oil property in Osage County.
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Cardiff Energy (symbol CRS on Toronto; www.cardiffenergy.com), is a junior oil and gas exploration firm. It first sold shares to the public and began trading in April 2012.
Cardiff holds interests in 15 producing oil wells, one producing gas well and three shut-in oil wells in the Lincoln County area of central Oklahoma. It also has holdings in other parts of the state, including seven producing oil and gas wells in the Garvin County area and interests in the Buzzard Sand oil property in Osage County.
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Pat McKeough responds to many requests from Members of his Inner Circle for specific stock advice as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle Members. And each week we offer you a report on one of the stocks profiled in these Q&A sessions. We give you Pat’s buy-hold-sell recommendation as well as his analysis of the stock. This is part of the specific buy, hold and sell advice we offer you in our daily posts. Every week you get “A Stock to Sell” on Monday, “Best Canadian Stocks” on Tuesday, and “U.S. Stock Picks” on Thursday.
Recently we had a question from an Inner Circle member about one of America’s best-known venture capital firms, KKR &Co. Previously known as Kohlberg Kravis Roberts & Co., the company earned notoriety when its leveraged buyout of Nabisco in the 1980s became the subject of a best-selling book and TV movie, Barbarians at the Gate. Pat looks at the company’s varied activities in the public, private and capital markets. He also assesses the strategies it is pursuing as it makes a flurry of deals aided by low borrowing rates.
Q: Pat: I was wondering if you could give me any information about KKR & Co. Your thoughts on it would be appreciated.
A: KKR & Co. LP (formerly Kohlberg Kravis Roberts & Co. LP; symbol KKR on New York; www.kkr.com) is an asset manager with 14 offices across North America, Europe, the Middle East, Asia and Australia.
The company serves three main markets: private (investment funds); public (leveraged loans, high-yield bonds, special situation assets, distressed assets and rescue, debtor-in-possession and exit financings); and capital (debt/equity financing).
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Recently we had a question from an Inner Circle member about one of America’s best-known venture capital firms, KKR &Co. Previously known as Kohlberg Kravis Roberts & Co., the company earned notoriety when its leveraged buyout of Nabisco in the 1980s became the subject of a best-selling book and TV movie, Barbarians at the Gate. Pat looks at the company’s varied activities in the public, private and capital markets. He also assesses the strategies it is pursuing as it makes a flurry of deals aided by low borrowing rates.
Q: Pat: I was wondering if you could give me any information about KKR & Co. Your thoughts on it would be appreciated.
A: KKR & Co. LP (formerly Kohlberg Kravis Roberts & Co. LP; symbol KKR on New York; www.kkr.com) is an asset manager with 14 offices across North America, Europe, the Middle East, Asia and Australia.
The company serves three main markets: private (investment funds); public (leveraged loans, high-yield bonds, special situation assets, distressed assets and rescue, debtor-in-possession and exit financings); and capital (debt/equity financing).
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BROADRIDGE FINANCIAL SOLUTIONS $46.55 (New York symbol BR; TSINetwork Rating: Extra Risk) (201-714-3000; www.broadridge.com; Shares outstanding: 120.0 million; Market cap: $5.6 billion; Dividend yield: 2.3%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing. The company processes 90% of all proxy votes in the U.S. and Canada.
Without one-time items, Broadridge earned $37.0 million, or $0.30 a share, in its fiscal 2015 first quarter, which ended September 30, 2014. That’s down 22.9% from $48.0 million, or $0.39 a share, a year earlier. The company paid employees higher commissions on new sales and performance bonuses. It also expanded its sales and marketing capabilities.
Broadridge typically makes about half of its profits in its fiscal fourth-quarter ended June 30. That’s the busiest period for processing proxies and annual reports for its clients.
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Without one-time items, Broadridge earned $37.0 million, or $0.30 a share, in its fiscal 2015 first quarter, which ended September 30, 2014. That’s down 22.9% from $48.0 million, or $0.39 a share, a year earlier. The company paid employees higher commissions on new sales and performance bonuses. It also expanded its sales and marketing capabilities.
Broadridge typically makes about half of its profits in its fiscal fourth-quarter ended June 30. That’s the busiest period for processing proxies and annual reports for its clients.
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Every Thursday we bring you one of our best U.S. stock picks. You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, most often from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster.
GENERAL ELECTRIC CO. (New York symbol GE; www.ge.com) recently agreed to form a major new alliance with France’s Alstom SA, a leading maker of electrical-transmission equipment and parts for power plants.
Under the deal, GE will form three 50/50 joint ventures with Alstom. One will combine the companies’ electrical grid operations, while a second will focus on products for renewable energy projects, like offshore wind farms. The third will hold Alstom’s nuclear-equipment division.
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GENERAL ELECTRIC CO. (New York symbol GE; www.ge.com) recently agreed to form a major new alliance with France’s Alstom SA, a leading maker of electrical-transmission equipment and parts for power plants.
Under the deal, GE will form three 50/50 joint ventures with Alstom. One will combine the companies’ electrical grid operations, while a second will focus on products for renewable energy projects, like offshore wind farms. The third will hold Alstom’s nuclear-equipment division.
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Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific investment advice. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you how you can put it into practice right away.
Today’s tip: “To get the maximum reward from rising stocks, it’s essential to pick stocks with clear growth prospects and not simply momentum stocks with uncertain futures.”
By definition, growth stocks are companies that have above-average growth prospects. They are firms whose earnings growth has been above the market average, and is likely to remain above average. It is often the case that they pay small dividends or none at all. Instead, they re-invest their cash flow in the business, to promote their growth.
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Today’s tip: “To get the maximum reward from rising stocks, it’s essential to pick stocks with clear growth prospects and not simply momentum stocks with uncertain futures.”
By definition, growth stocks are companies that have above-average growth prospects. They are firms whose earnings growth has been above the market average, and is likely to remain above average. It is often the case that they pay small dividends or none at all. Instead, they re-invest their cash flow in the business, to promote their growth.
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Every Monday we feature “A Stock to Sell” as our daily post. With every stock or investment we recommend as a sell, we give you a full explanation of why we advise against investing in it at this time.
Arafura Resources $0.05 (symbol ARU on the Australian exchange; www.arultd.com), is an Australian firm with a rare earth property in the country’s Northern Territory.
Rare earth elements are a group of metals with unique characteristics. They are fairly common in the Earth’s crust, but due to their geochemical properties, these elements are usually dispersed and not routinely found concentrated as minerals in economically exploitable ore deposits. Thus the name “rare earth.”
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Arafura Resources $0.05 (symbol ARU on the Australian exchange; www.arultd.com), is an Australian firm with a rare earth property in the country’s Northern Territory.
Rare earth elements are a group of metals with unique characteristics. They are fairly common in the Earth’s crust, but due to their geochemical properties, these elements are usually dispersed and not routinely found concentrated as minerals in economically exploitable ore deposits. Thus the name “rare earth.”
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Pat McKeough responds to many requests from Members of his Inner Circle for specific stock investment advice as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle Members. And each week we offer you a report on one of the stocks profiled in these Q&A sessions. We give you Pat’s buy-hold-sell recommendation as well as his analysis of the stock. This is part of the specific buy, hold and sell advice we offer you in our daily posts. Every week you get “A Stock to Sell” on Monday, “Best Canadian Stocks” on Tuesday, and “U.S. Stock Picks” on Thursday.
Recently an Inner Circle Member asked us about online travel specialists Priceline. The company offers online reservations for airline tickets, hotels and other vacation essentials and successfully raised its profile with commercials featuring Canadian actor William Shatner. Priceline has made several key acquisitions in the past two years and expects to make more. Pat looks at the company’s financial situation and assesses its ability to maintain a strong market share as it expands its international operations.
Q: What do you think about Priceline as a stock? Thanks.
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Recently an Inner Circle Member asked us about online travel specialists Priceline. The company offers online reservations for airline tickets, hotels and other vacation essentials and successfully raised its profile with commercials featuring Canadian actor William Shatner. Priceline has made several key acquisitions in the past two years and expects to make more. Pat looks at the company’s financial situation and assesses its ability to maintain a strong market share as it expands its international operations.
Q: What do you think about Priceline as a stock? Thanks.
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We wish all of our readers a great year-end holiday and a healthy, happy and prosperous New Year. Please note that our next daily will appear on Friday, December 26.
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific investment advice. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you how you can put it into practice right away.
...
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific investment advice. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you how you can put it into practice right away.
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This will be our last Inner Circle Q&A for 2014. Our next issue will go out on Tuesday, January 6, 2015. Now is a good time for me to say “Thanks!” to all our Inner Circle members. It’s a pleasure to read and answer your questions. I take great pleasure and pride from the many compliments and expressions of gratitude you send every week. That’s especially true when I hear from a member who I recognize from decades ago—from the early days after the 1994 launch of The Successful Investor, or from the two prior decades that I spent at The Investment Reporter and MPL Communications....
KKR & Co. LP (formerly Kohlberg Kravis Roberts & Co. LP), $22.65, symbol KKR on New York (Shares outstanding: 428.6 million; Market cap: $18.3 billion; www.kkr.com), is an asset manager with 14 offices across North America, Europe, the Middle East, Asia and Australia. The company serves three main markets: private (investment funds); public (leveraged loans, high-yield bonds, special situation assets, distressed assets and rescue, debtor-in-possession and exit financings); and capital (debt/equity financing). As of September 30, 2014, KKR had $96.0 billion of assets under administration. It continues to take advantage of strong financial markets to sell some of its investments at a profit. In the latest quarter alone, it made 10 sales, the largest being Visma, Modern Dairy and Ipreo. It still has a number of pending deals, including US Foods, Biomet and Alliance Boots....