Best Financial Stocks To Own For 2018

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“The brand of full-service investment advice the industry has historically delivered is under attack,” states a white paper, “Digital Disruption: Is the Financial Advisor’s Value Under Siege?” released by Wells Fargo Clearing Services’ First Clearing last fall.

Alarming, perhaps; but the situation presents a chance to show high-net-worth clients how much they need human advisors: Deliver value that algorithms simply can’t, says William Coppel, managing director-chief client growth officer of First Clearing, in an interview.

How do advisors who feel uncomfortable asking lots of questions, especially personal ones, get the knack?

That’s the same question farmers who lost their jobs to automation asked: “How do we acquire the skills to work in a factory?” The reality is that people have got to adopt and adapt to change. FAs will glean an enormous amount of information if they train themselves to be better listeners and better at formulating questions.

Best Financial Stocks To Own For 2018: Caseys General Stores, Inc.(CASY)

Advisors’ Opinion:

  • [By Brian Stoffel]

    For a number of years,Casey’s General Stores (NASDAQ:CASY) investors were rewarded by the small-town convenience chain’s decision to become a major vendor of pizza and other prepared foods. But with that success has come increased competition. Combined with somewhat stagnant economies in the areas that Casey’s operates — namely, towns of less than 5,000 people in middle America — the company has had trouble meeting its own expectations. That trend continued on Monday night when Casey’s announced earnings for the third quarter of its fiscal year.

  • [By Lawrence Meyers]

    Its been a mighty weird year for Caseys General Stores (CASY). The company has had some tough quarters, but just when things are looking bleak, the team got some runners on base and drove a few home.

  • [By Taylor Cox]

    Notable Earnings

    Casey’s General Stores, Inc (NASDAQ: CASY) Q2 after hours

    Secondary Offering Lockup Expirations

    Athenex, Inc (NASDAQ: ATNX)

    IPO Quiet Period Expirations

  • [By Chad Fraser]

    One chain that continues to match up well with the above criteria is Casey’s General Stores (NasdaqGS: CASY). We last highlighted the company’s strong prospects in a December 12 Investing Daily article. Since then, the stock has risen nearly 40%.

  • [By Lisa Levin]

    Casey's General Stores Inc (NASDAQ: CASY) reported weaker-than-expected earnings for its second quarter.

    Casey's reported Q2 earnings of $1.28 per share on revenue of $2.154 billion. Analysts were expecting earnings of $1.40 per share on sales of $2.18 billion.

  • [By Mike Deane]

    After the bell on Monday, Casey’s General Stores (CASY) announced its fiscal Q1 earnings, posting a strong increase in profits and overall revenues compared to the same time period last year.

    The Ankeny, IA-based convenience store company announced quarterly revenues of $2.11 billion, which were up from $1.87 billion in last year’s same quarter. Profits for the company came in at $55.71 million, or $1.43 per share, compared to $39.03 million, or $1.01 per share, in last year’s Q1.

    Both of these figures beat analysts’ estimates, which were EPS of $1.26 on revenues of $2.1 billion.

    CASY shares were up $1.01, or 1.49%, at market close on Monday. YTD, the stock is up more than 26%.

Best Financial Stocks To Own For 2018: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

  • [By Todd Shriber, ETF Professor]

    The index NAIL tries to deliver triple the daily returns of is top heavy. D.R. Horton Inc. (NYSE: DHI), Lennar Corp. (NYSE: LEN), NVR Inc. (NYSE: NVR), Pulte Group Inc. (NYSE: PHM), Toll Brothers Inc. (NYSE: TOL) and Home Depot Inc. (NYSE: HD) account for a significant portion of the benchmark's weight.

  • [By Lisa Levin] Related LOV Match Group And Spark Networks: A Valentine's Day Case Study 20 Biggest Mid-Day Losers For Thursday
    Related VKTX 15 Biggest Mid-Day Losers For Tuesday 18 Biggest Mid-Day Losers For Wednesday Companies Reporting Before The Bell
    Canadian Solar Inc. (NASDAQ: CSIQ) is expected to report its quarterly earnings at $0.32 per share on revenue of $690.27 million.
    General Mills, Inc. (NYSE: GIS) is projected to report its quarterly earnings at $0.71 per share on revenue of $3.84 billion.
    Coca-Cola European Partners Plc (NYSE: CCE) is estimated to report its quarterly earnings at $0.45 per share on revenue of $2.72 billion.
    Lands' End, Inc. (NASDAQ: LE) is expected to report its quarterly earnings at $0.35 per share on revenue of $459.43 million.
    Francesca's Holdings Corp (NASDAQ: FRAN) is estimated to report its quarterly earnings at $0.37 per share on revenue of $145.91 million.
    Cheetah Mobile Inc (ADR) (NYSE: CMCM) is projected to report its quarterly earnings at $0.06 per share on revenue of $178.04 million.
    Neogen Corporation (NASDAQ: NEOG) is estimated to report its quarterly earnings at $0.27 per share on revenue of $90.05 million.
    Lennar Corporation (NYSE: LEN) is projected to post earnings for its first quarter.
    Fifth Street Asset Management Inc (NASDAQ: FSAM) is expected to report its quarterly earnings at $0.14 per share on revenue of $25.12 million.


  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.


    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.

    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.

    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

  • [By Teresa Rivas]

    Lennar (LEN) reported better-than-expected fourth-quarter earnings on Monday.

    Courtesy of Toll Brothers

    The homebuilder said it earned $.134 a share, on revenue that climbed 14.6% year over year, to $3.38 billion. Analysts were looking for the company to earn $1.27 a share on revenue of $3.31 billion.

    Deliveries of new homes were up 7% to 8,228, while new orders climbed 9% to 6,598. The dollar value of new orders was $.24 billion, up 12%.

    Its backlog of homes climbed 15% in the quarter to 7 while its backlog dollar value gained 17% to $2.9 billion.

    MKM Partners Megan McGrath liked the quarter, although shes still on the sidelines with regard to the stock:

    Lennarreported an earnings beat yesterday, meeting or beating almost all key metric estimates. The stock traded flat vs. a flat S&P 500. Although in-line with our estimates, we believe that the gross margin guidance (down 50-100 bps next year) may have disappointed some investors. Homebuilding guidance was generally in-line with our estimates while guidance for the company’s ancillary businesses was better than our forecast.As a result, we are raising our FY17 EPS estimate to $4.13 from $4.01 and we are now more in-line with consensus. We maintain our Neutral ratingon the company given medium and longer-term concerns over rising mortgage rates and uncertainty over policy issues that could impact major financial decisions for potential buyers next year.

    Lennar is down 1.2% at recent check, and has lost 12% this year.


Best Financial Stocks To Own For 2018: Marathon Petroleum Corporation(MPC)

Advisors’ Opinion:


    Marathon Petroleum Corporation (MPC) is an American petroleum refining, marketing, and transportation company headquartered in Findlay, Ohio, explains dividend reinvestment expert Vita Nelson, editor of DirectInvesting.

  • [By Stephen Mack]

    We’ve seen this happen before. In December, shares of Russian oil company Rosneft jumped 21% in two weeks when it was acquired by Glencore Plc. (LON: GLEN). And back in 2015, MarkWest Energy Partners LP (NYSE: MWE) enjoyed a similar jump when it was acquired by Marathon Petroleum Corp (NYSE: MPC).

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