LONDON -- One of Warren Buffett's famous investing sayings is "be fearful when others are greedy and greedy only when others are fearful" -- or, in other words, sell when others are buying and buy when they're selling.
But we might expect Foolish investors to know that, and looking at what Fools have been selling recently could provide us with an indication of investments that might be past their prime.
So, in this series of articles, we're going to look at what customers of The Motley Fool ShareDealing Service have been selling in the past week or so, what might have made them decide to do so, and what the future might hold for the company concerned.
Dividend obsession
SSE� (LSE: SSE ) -- the utilities group formerly known as Scottish & Southern Energy -- has long been a favorite of income-seeking investors because of its spectacular dividend record. It's one of just only five FTSE 100 companies that has, according to SSE's website, delivered a real increase in its dividend for the past 13 successive years. They even describe their one strategic objective of "sustained real dividend growth" as their "dividend obsession".
Best Warren Buffett Companies To Watch In Right Now: Olin Corp (OLN)
Olin Corporation, incorporated on August 13, 1892, is a manufacturer focused in three business segments: Chlor Alkali Products, Chemical Distribution and Winchester. Chlor Alkali Products manufactures and sells chlorine and caustic soda, hydrochloric acid, hydrogen, bleach products and potassium hydroxide. Chemical Distribution manufactures bleach products and distributes caustic soda, bleach products, potassium hydroxide and hydrochloric acid. Winchester products include sporting ammunition, reloading components, small caliber military ammunition and components, and industrial cartridges. On August 22, 2012, the Company acquired K. A. Steel Chemicals Inc. (KA Steel). KA Steel is a distributor of caustic soda in North America and manufactures and sells bleach in the Midwest.
The Company's subsidiary, Olin Canada ULC, operates one chlor alkali facility in Becancour, Quebec, which sells chlor alkali-related products within Canada and to the United States and also sells and distributes ammunition within Canada. The Company's subsidiary, Winchester Australia Limited, loads and packs sporting and industrial ammunition in Australia.
Chlor Alkali Products
The Company is engaged in the United States chlor alkali industry. Chlorine, caustic soda and hydrogen are co-produced commercially by the electrolysis of salt. These co-products are produced simultaneously, and in a fixed ratio of one ton of chlorine to 1.1 tons of caustic soda and 0.03 tons of hydrogen. The Company also manufactures and sells other chlor alkali-related products. These products include chemically processed salt, hydrochloric acid, sodium hypochlorite (bleach), hydrogen, and potassium hydroxide. The Company refers to these other chlor alkali-related products as co-products. During the year ended December 31, 2012, sales of co-products represented approximately 32% of Chlor Alkali Products' sales.
The Company's chlorine/caustic soda products are used in pulp and paper processing, chemical! manufacturing, water purification, manufacture of vinyl chloride, bleach, swimming pool chemicals and urethane chemicals. Its sodium hypochlorite are used in household cleaners, laundry bleaching, swimming pool sanitizers, semiconductors, water treatment, textiles, pulp and paper, and food processing. Its hydrochloric acid are used in steel, oil and gas, plastics, organic chemical synthesis, water and wastewater treatment, brine treatment, artificial sweeteners, pharmaceuticals, food processing, and ore and mineral processing. Its potassium hydroxide is used in fertilizer manufacturing, soaps, detergents and cleaners, battery manufacturing, food processing chemicals and deicers. Its hydrogen is used in fuel source, hydrogen peroxide and hydrochloric acid.
The Company competes with Dow Chemical Company and the Occidental Chemical Corporation.
Chemical Distribution
The Company's KA Steel comprises the Chemical Distribution segment. KA Steel is a distributor of caustic soda in North America and manufacturers and sells bleach in the Midwest. KA Steel also sells small quantities of potassium hydroxide and maintains infrastructure to be, a distributor of hydrochloric acid.
The Company competes with Univar Inc. and Brenntag AG.
Winchester
Winchester is a developer and manufacturer of small caliber ammunition for sale to domestic and international retailers (commercial customers), law enforcement agencies and domestic and international militaries. The Company's Winchester product line includes gauges and calibers of shotgun shells, rimfire and centerfire ammunition for pistols and rifles, reloading components and industrial cartridges. Its Winchester sporting ammunition, which include shot-shells, small caliber centerfire and rimfire ammunition, are used by hunters and recreational shooters, and law enforcement agencies. Its small caliber military ammunition are used in infantry and mounted weapons. Its industrial products, which i! nclude ei! ght gauge loads & powder-actuated tool loads, are used in maintenance applications in power and concrete industries and powder-actuated tools in construction industry.
The Company competes with Alliant Techsystems Inc. and Remington Arms Company, Inc.
Advisors' Opinion:- [By Johanna Bennett]
Dow isn�� the only chemical play gaining on the news. �Axiall (AXLL) rose 9.3% to $49.58 in Monday market action. Olin (OLN) rose 6.1% to $26.36. And Westlake Chemical (WLK) rose 2.2% to $115.10.
Best Warren Buffett Companies To Watch In Right Now: Hiscox Insurance Fund Ord 75p(HSX.L)
Hiscox Ltd, together with its subsidiaries, engages in the insurance and reinsurance businesses. It offers a range of marine, non-marine, aviation, and whole account reinsurance products for fixed and moveable assets, such as ships and other vessels, cargo in transit, energy platforms and installations, pipelines, subsea assets, satellites, commercial buildings, and industrial plants and machinery. The company also offers home and contents insurance, together with cover for art work, antiques, classic cars, jewelry, collectables, and other assets, as well as insurance for burglary, kidnap and ransom, seizure of assets, acts of vandalism, fires, flooding, and storm damage. In addition, it provides specialty insurance products for contingency, terrorism, bloodstock, specie, personal accident, political risks, aviation, aerospace, and construction; and insurance coverage for professional liabilities, errors and omissions, directors and officers liability, commercial office, p rofessional indemnity, and small and large technology and media E&O. Further, the company offers commercial property, onshore energy, and the U.S.A. homeowners insurance products; and marine and energy insurance products, such as marine hull, energy liability, and upstream and midstream energy insurance. It primarily serves international companies, homeowners, wealthy individuals, and small commercial enterprises, as well as technology and media, aviation and aerospace, and marine and energy sectors. Hiscox Ltd operates primarily in Bermuda, the United Kingdom, Ireland, the United States, Guernsey, France, Germany, Belgium, the Netherlands, Spain, Portugal, and Austria. It offers its products directly, as well as through brokers. The company is headquartered in Hamilton, Bermuda.
Hot Medical Companies To Own For 2014: Skeena Resources Limited (SKE.V)
Skeena Resources Limited engages in the acquisition, exploration, and development of gold, base, and precious metal properties in North America and South America. The company primarily holds interests in the Tropico copper, platinum, palladium, and gold project located in Sinaloa State, Mexico; and the METS gold property located in the Toodoggone District of north-central British Columbia. Skeena Resources Limited is based in Vancouver, Canada.
Best Warren Buffett Companies To Watch In Right Now: Roma Financial Corporation(ROMA)
Roma Financial Corporation operates as a holding company for Roma Bank and RomAsia Bank that provide traditional retail banking services primarily in New Jersey. The company offers current deposit products, including checking and savings accounts, money market, certificates of deposit accounts, and individual retirement accounts. It also provides one-to four-family residential mortgage loans; multi-family and commercial mortgage loans; construction loans; commercial business loans; and consumer loans comprising home equity loans and lines of credit. In addition, the company sells title insurance; performs title searches; and provides real estate settlement and closing services. It operates 23 branch offices in Mercer, Burlington, Camden, and Ocean Counties, New Jersey; and 2 branches in Monmouth Junction and Edison, New Jersey. The company was founded in 1920 and is headquartered in Robbinsville, New Jersey.
Advisors' Opinion:- [By Tim Melvin]
He also pointed out that the approaching completion of Roma Financial (ROMA) and Investors Bancorp (ISBC) has some interesting implications for bank stock investors. Both are mutual holding companies, and the newly formed bank is expected to complete the process and do a second-step conversion offering. That will be a fairly large deal, much larger than most second-step offerings, as the combined banks should be somewhere around $3 billion in market cap. There will be larger investment banks involved, complete with road shows and institutional meetings to promote the deal. The attention could well cause a revaluation of the mutual holding company and converted thrift sector of the banking market.
Best Warren Buffett Companies To Watch In Right Now: Ten Peaks Coffee Company Inc (TPK.TO)
Ten Peaks Coffee Company Inc. (Ten Peaks) is a Canada-based company. It operates its business through its subsidiary, Swiss Water Decaffeinated Coffee Company Inc. (SWDCC), which is a green coffee decaffeinator located in Burnaby, British Columbia. It also owns and operates Seaforth Supply Chain Solutions Inc. (Seaforth), a green coffee handling and warehousing business located in Metro Vancouver. SWDCC is engaged in the coffee decaffeination business utilizing the branded Swiss Water Process of 100% chemical free green coffee decaffeination. SWDCC has two subsidiaries, which include Swiss Water Decaffeinated Coffee Co. USA, Inc, and Swiss Water Process Marketing Services Inc. On November 18, 2011, a subsidiary of Ten Peaks, Seaforth Supply Chain Solutions Inc., was incorporated. On January 1, 2011, in response to changes to the legislation governing the taxation of income trusts which made the income trust form of structure less advantageous, the Fund converted to a corpo ration.
Best Warren Buffett Companies To Watch In Right Now: CIFC Corp (CIFC.PH)
CIFC Corp. (CIFC), formerly CIFC Deerfield Corp., is a corporate loan asset managers. As of September 30, 2011, CIFC managed $10.7 billion across 29 collateralized loan obligations (CLOs) and served more than 200 institutional investors in North America, Europe, Asia and Australia. CIFC conducts asset management activities through four principal subsidiaries: CIFC Asset Management LLC, Deerfield Capital Management LLC, CypressTree Investment Management, LLC and Columbus Nova Credit Investments Management LLC. CIFC was formed by the merger of Commercial Industrial Finance Corp. and Deerfield Capital Corp. on April 13, 2011. In February 2012, the Company�� wholly owned indirect subsidiaries, DFR Middle Market Holdings Ltd. and Deerfield Capital Management LLC, completed the sale of certain non-core assets.
CIFC's primary investment objectives are to achieve the target returns marketed to investors. CIFC is a fundamentals-based manager of senior secured cor porate loans with a differentiated investment management model, management framework, processes and technology.
Best Warren Buffett Companies To Watch In Right Now: Alphinat Inc. (NPA.V)
Alphinat Inc. provides online self-service tools and workspaces to deal with an organization. It offers SmartGuide software suite that helps accelerate interactions with various business constituents. The company�s software suite helps build interactive Web dialogs, which guide people to the relevant response, help them diagnose problems, or lead them through a series of steps to key-in data and to complete complex or infrequently performed tasks. It is deployable in J2EE or .NET environments, on premise or on the cloud; and is suited for customer self-service, electronic forms, knowledge bases, guided selling, diagnostic tools, life event based applications, and education or training. The SmartGuide is a Web-based development platform that allows business users to manage the business content and logic of an application through drag and drop tools. In addition, SmartGuide automatically generates customizable documentation of the application being built. The company serves customers in the government sector, healthcare, banking, insurance, telecommunications, and other sectors. Alphinat Inc. was incorporated in 2004 and is headquartered in Montreal, Canada.
Best Warren Buffett Companies To Watch In Right Now: News Corporation(NWSA)
News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment produces and licenses news, business news, sports, general entertainment, and movie programming for distribution through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. The company?s Filmed Entertainment segment produces and acquires live-action and animated motion pictures for distribution and licensing in entertainment media, as well as produces and licenses television programming worldwide. Its Television segment operates 27 broadcast television stations in the United States. The company?s Direct Broadcast Satellite Television segment distributes programming services via satellite and broadband directly to subscribers in Italy. Its Publishing segment provides newspapers and information services, such as publishing national newspapers in the United Kingdom, approximately 146 newspapers in Australia, and a metropolitan and a national newspaper in the United States; book publishing services, including the publishing of English language books worldwide; and integrated marketing services comprising the publishing of free-standing inserts, which are marketing booklets containing coupons, rebates, and other consumer offers, as well as provides in-store marketing products and services, primarily to consumer packaged goods manufacturers in the United States and Canada. The company also sells advertising, sponsorships, and subscription services on the company?s various digital media properties and outdoor advertising space on various media primarily in Russia and eastern Europe; and provides data systems and professional services that enable teachers to use data to assess student progress and deliver individualized instructions. News Corporation was founded in 1922 and is headquartered in New York, New York.
Advisors' Opinion:- [By Lee Jackson]
News Corp. (NASDAQ: NWSA) boasts a cable-leading news operation and a host of additional entertainment properties. The consensus target for the stock is $17.30.
- [By Sue Chang and Saumya Vaishampayan]
News Corp (NWS) � (NWSA) �added 8.4%. The media company said late Thursday its fiscal second-quarter profit slid to $150 million, or 26 cents a share, from $1.4 billion, or $2.42 a share, a year ago. Last year�� earnings were affected by a $1.3 billion gain from an acquisition. But on an adjusted basis, it earned 31 cents a share, ahead of the 21-cent profit forecast by analysts. News Corp is the parent of MarketWatch, the publisher of this report.
- [By Corey Rosenbloom]
We’ll skip News Corp. (NWSA) and focus on the other names for candidates.
Specifically, Newmont Mining (NEM) has formed an interesting retracement to compress again between the 20- and 50-day EMAs:
Best Warren Buffett Companies To Watch In Right Now: Rialto Energy Ltd(RIA.AX)
Rialto Energy Limited engages in the identification, appraisal, exploration, and production of oil and gas properties in Australia and internationally. It holds interest in the Offshore Block CI-202 that covers an area of 675 square kilometers located in Cote d Ivoire. The company also holds interests in the Accra Block located in Ghana; and WA-399-P exploration permit located in offshore Western Australia within the Exmouth Sub-basin of Western Australia. Rialto Energy Limited is based in Subiaco, Australia.
Best Warren Buffett Companies To Watch In Right Now: Nuveen New York Investment Quality Municipal Fund Inc. (NQN)
Nuveen New York Investment Quality 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 Investment Quality Municipal Fund, Inc. was formed on September 21, 1990 and is domiciled in the United States.
Best Warren Buffett Companies To Watch In Right Now: Lot78 Inc (LOTE)
Lot78 Inc, formerly Bold Energy Inc, incorporated on June 27, 2008, is a development-stage company. The Company focuses to develop a range of loyalty program based on Global Club points awarded for all purchases made in associated establishments. These points will be exchangeable by products, trips or discounts.
The Company focuses to be partners with all kinds of retailers, so the cardholders collect points on their every- day expenses, such as in grocery shops, gas stations, restaurants, electronic stores and travel agencies. As of July 31, 2010, the Company had no revenues.
Best Warren Buffett Companies To Watch In Right Now: Fresenius Medical Care Corporation (FMS)
Fresenius Medical Care AG & Co. KGaA, a dialysis company, provides products and services for patients with chronic kidney diseases. As of May 12, 2011, it provided dialysis care services to 216,942 patients through its network of 2,769 dialysis clinics primarily in North America, Europe, Latin America, the Asia-Pacific, and Africa. The company also develops and manufactures various dialysis products, including hemodialysis machines, dialyzers, hemofilters, dialysis fluid filters, tubing systems, fistula needles, dialysis related equipment, acute hemodialysis machines, plasma filters, acute tubing systems and cassettes, catheters, and related disposable products for chronic hemodialysis, acute therapy, home therapy, and therapeutic apheresis, as well as dialysis drugs. In addition, it provides laboratory services. Fresenius Medical sells its products through distributors. The company was founded in 1996 and is headquartered in Bad Homburg, Germany.
Advisors' Opinion:- [By Ben Eisen]
DaVita (DVA) �gained 8.9% and Fresenius (FMS) �rose 7.2%.
- [By Johanna Bennett]
The Centers for Medicare and Medicaid decided today to cut government payment to dialysis clinics. So why did share prices for DaVita HealthCare Partners (DVA) and rival Fresenius Medical Care (FMS) rise so steeply today?
- [By John Udovich]
Small cap dialysis stock Rockwell Medical Inc (NASDAQ: RMTI) looks set to decline when the market opens after Brean Capital initiated coverage with a sell rating and a price target of $4.00, meaning it might be time to take a closer look at what is going on with the stock along with�the performance of large cap dialysis stocks DaVita Healthcare Partners (NYSE: DVA)�and Fresenius Medical Care (NYSE: FMS) along with small cap dialysis stocks NxStage Medical, Inc (NASDAQ: NXTM).�
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