Top 10 Value Stocks To Buy For 2014

Investopedia defines risk as:

The chance that an investment's actual return will be different than expected. Risk includes the possibility of losing some or all of the original investment.

To address risk in a modern sense, the noted "margin of safety" author and investor, Howard Marks (in his book, The Most Important Thing) wrote:

Great investing requires both generating returns and controlling risk. And recognizing risk is an absolute prerequisite for controlling it.

Marks went on to explain:

When you boil it all down, it's the investor's job to intelligently bear risk for profit. Doing it well separates the best from the rest.

The Intelligent REIT Investor Recognizes Mispriced Risk

Two weeks ago I wrote a Seeking Alpha article (3 Healthcare REITs With Mispriced Risk) in which I warned that several REITs were becoming risky based on underlying income fundamentals. As I explained:

It's clear to see that these "higher risk" assets are also driving the returns, and it's important for investors to understand the risks and the value proposition of investing in lower quality vs. higher quality assets. Simply said, OHI, MPW, and AVIV have all turned in outstanding total returns in recent months; however, there is reason to believe there is a lower margin of safety when there is mispriced risk.

Top 10 New Stocks To Buy For 2015: Tupperware Corporation(TUP)

Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.

Advisors' Opinion:

• [By Eric Volkman]

  Tupperware Brands (NYSE: TUP  ) is reaching into its corporate bowl for a fresh payout to shareholders. The company has declared a quarterly dividend of $0.62 per share. This will be paid on July 8 to stockholders of record as of June 19. That amount matches the firm's previous distribution, which was paid in early April. Prior to that, Tupperware Brands was rather less generous, handing out $0.36 per share.

• [By Jonathan Berr]

  Multilevel marketing (MLM) groups such as Herbalife operate through independent sales representatives, who earn money both through the sales of product and by recruiting other people to join their team. This business model — which is used by scores of companies, including�Pampered Chef, which is owned by Warren Buffett’s Berkshire Hathaway (BRK.B), Tupperware (TUP) and Mary Kay Cosmetics — is legal provided that actual products are sold.

• [By James Brumley]

  CSCO stock might be one of the market’s dark-horse stories of 2014; the dividend yield is the icing on the cake.

  Dividend Stocks to Buy: Tupperware Brands (TUP)

  Dividend Yield: 3.2%

• [By Monica Gerson]

  Tupperware Brands (NYSE: TUP) is expected to report its Q3 earnings at $1.03 per share on revenue of $623.34 million.

  Varian Medical Systems (NYSE: VAR) is projected to post its Q4 earnings at $1.12 per share on revenue of $779.02 million.

Top 10 Value Stocks To Buy For 2014: Schlumberger N.V.(SLB)

Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.

Advisors' Opinion:

• [By Alex Planes]

  Last year, CARBO made almost half of its total revenue from just two customers: Halliburton (NYSE: HAL  ) and Schlumberger (NYSE: SLB  ) . A dependence on major players can be part of the game in this energy niche, as much of the onshore drilling services industry is in fact dominated by Halliburton and Schlumberger. However, CARBO's deepwater proppant could help it diversify in a big way, provided the company can handle what are sure to be more bothersome logistics problems than already exist with its land-based delivery network. Creating more distribution hubs closer to oil fields can help CARBO reduce its transportation costs and further reduce its dependence on the big two's infrastructure.

• [By Monica Wolfe]

  Schlumberger NV (SLB)

  Manning & Napier Advisors��largest position is in Schlumberger where they maintain 8,882,428 shares. Their position in Schlumberger represents 3.6% of their total portfolio and 0.67% of the company�� shares outstanding. During the first quarter the fund made a reduction of -3.32% by selling 305,133 shares of the company�� stock. They sold these shares in the first quarter price range of $86.16 to $97.96, with an estimated quarterly price of $90.27. Since then the price per share is up approximately 13.1%. Manning & Napier�� historical holding history:

• [By Matt DiLallo]

  Along with announcing earnings, both Halliburton (NYSE: HAL  ) and Schlumberger (NYSE: SLB  ) announced multi-billion-dollar stock buybacks. With so much money on the line, investors have to ask if this is the right move for these two oil-field service giants. Are these stocks cheap enough to warrant the buybacks or should these companies consider other options for those funds?

Top 10 Value Stocks To Buy For 2014: Caterpillar Inc.(CAT)

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.

Advisors' Opinion:

• [By MARKETWATCH]

  LOS ANGELES (MarketWatch) -- A rising Japanese yen and weak results from Caterpillar Inc. (CAT) overnight sent Tokyo-listed shares lower in early Thursday trade, with the Nikkei Stock Average (JP:NIK) falling 0.4% to 14,363.59, while the Topix also lost 0.4%. With the U.S. dollar remaining below the 98-yen level amid concerns about the health of China's largest banks, some currency-sensitive shares extended their losses after driving the Nikkei Average down 2% in the previous session. Among them, trading house Mitsui & Co. (JP:8031) (MITSY) fell 1.3%, retail major J. Front Retailing Co. (JP:3086) lost 1.2%, auto maker Nissan Motor Co. (JP:7201) (NSANY) retreated 0.6%, and Fujitsu Ltd. (JP:6702) (FJTSY) traded 1% lower. The below-forecast quarterly results and outlook cut from U.S. construction-equipment maker Caterpillar sent its Japanese rivals tumbling, with Komatsu Ltd. (JP:6301) (KMTUF) dropping 3.5% and Hitachi Construction Macheriny Co. (JP:6305) (HTCMF) falling 3.1%. On the upside, Hitachi Ltd. (JP:6501) (HTHIF) soared 5.4% after raising its profit and revenue guidance for the fiscal first hal

• [By Alex Planes]

  Founded in 1925, Caterpillar (NYSE: CAT  ) is the world's largest manufacturer of construction and mining equipment, and ranked among the top 50 Fortune 500 companies in the U.S. for 2012. Caterpillar is also a component of both the Dow. Headquartered in Peoria, Ill., Caterpillar traces its roots from the merger of the Holt Manufacturing Company and the C.L. Best Tractor Company. The company has grown through a number of acquisitions over the past decade, including Shin Caterpillar Mitsubishi in 2008, Caterpillar Xuzhou and MWM Holding in 2010 and Bucyrus International in 2011. Caterpillar heavy machinery is as common at construction and excavation sites as Boeing's jets are at airports, which makes this a classic battle of land versus air.

• [By Rich Bieglmeier] Caterpillar Inc. (NYSE:CAT) will release 2013 full-year and fourth-quarter financial results at 6:30 a.m. Central Time on Monday, January 27, 2014. The release will be available at http://www.caterpillar.com/earnings, and the full text of the news release will also be available on PR Newswire at about 6:30 a.m. Central Time.

• [By Travis Hoium]

  Caterpillar (NYSE: CAT  ) is up 2.3% a day after announcing a 15% boost to its quarterly dividend. Investors will now be paid a dividend of $0.60 per quarter, with the first installment going to shareholders of record on July 22. Dividends are one of the best ways for companies to provide a return for investors, and an increase like this is an indication that management is confident about the future of the company.

Top 10 Value Stocks To Buy For 2014: Dollar Tree Inc.(DLTR)

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.

Advisors' Opinion:

• [By Terri Stridsberg]

  Dollar Tree (DLTR), has had a banner 2013, gaining 45.3% year-to-date, and tagging a new record high of $59.68. Nevertheless, short interest skyrocketed by close to 398% over the most recent reporting period, and now accounts for a healthy 6.7% of the equity's available float.

• [By Demitrios Kalogeropoulos]

  Costly market share gains
  The problem is that Family Dollar has had to pay up for its increasing market share and sales levels. The company's gross profit margin fell by more than a full percentage point, to 34.7% last quarter. In contrast, Dollar Tree (NASDAQ: DLTR  ) booked an expansion of profits, to 35.2%, continuing a trend that's seen it pull away from Family Dollar.

• [By Rich Duprey]

  Deep discounter Dollar Tree (NASDAQ: DLTR  ) announced today that its current chief operating officer, Gary Philbin, will now also carry the title of president, a position previously held by company CEO Bob Sasser.