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Sector-Wise Stocks

New Site Feature: Stock Lists

Recently we have added a “STOCK LISTS” tab on this site. The tab is on top of the site shown below:

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In this tab, we plan to add lists of stocks by sector so that it is easier for investors to access all stocks in a sector in one place. The stocks are listed in table format and are linked to Yahoo Finance. For example, all Railroad stocks are listed in one table for easier access. It must be noted that these lists include stocks from both the US and other countries traded in the US exchanges.

A sample of the stock lists already posted are as follows.

Stocks Trading on the New York Stock Exchange:

  1. The Complete list of Electric Utility Stocks
  2. The Complete list of Drug Stocks
  3. The Complete list of Coal Stocks
  4. The Complete list of Consumer Staple Stocks
  5. The Complete list of Railroad Stocks
  6. The Complete list of Food Stocks
  7. The Complete list of Trucking Company Stocks
  8. The Complete list of Water Utility Stocks
  9. The Complete list of Air Courier stocks
  10.  The Complete list of Airline stocks

Currently we have stock lists by sector. More types of lists will be added soon.

More on this topic (What's this?)
MARCH 2010 RAILTIME INDICATORS REPORT
Yahoo (YHOO)…the next AOL(AOL)?
Read more on Railroads, Yahoo! at Wikinvest

Power Up Your Portfolio with Electric Utility Stocks

Traditionally electric utility stocks have offered stable growth and high dividend yields. Though they are boring to own they are usually preferred by income seeking investors such as retirees and others. Electric utilities are highly regulated in many states in the U.S. Despite the tough regulatory conditions electric companies are a monopoly in the areas they operate and are granted rate increases by regulators on a regular basis helping them generate higher profits.

Power company stocks that are traded on the NYSE are shown below:

S.No. Company Ticker
1 Ameren Corporation AEE
2 American Electric Power Company, Inc. AEP
3 The AES Corporation AES
4 ALLETE, Inc. ALE
5 Avista Corporation AVA
6 Allegheny Energy, Inc. AYE
7 Black Hills Corporation BKH
8 Constellation Energy Group, Inc. CEG
9 CH Energy Group, Inc. CHG
10 Companhia Energetica Minas Gerais (ADR) CIG
11 CMS Energy Corporation CMS
12 Cleco Corporation CNL
13 CenterPoint Energy, Inc. CNP
14 CPFL Energia S.A. (ADR) CPL
15 Central Vermont Public Service Corp CV
16 Dominion Resources, Inc. D
17 Covanta Holding Corporation CVA
18 DPL Inc. DPL
19 DTE Energy Company DTE
20 Duke Energy Corporation DUK
21 Dynegy Inc. DYN
22 Consolidated Edison, Inc. ED
23 The Empire District Electric Company EDE
24 El Paso Electric Company EE
25 Edison International EIX
26 Companhia Paranaense de Energia (ADR) ELP
27 Enersis S.A. (ADR) ENI
28 Empresa Nacional de Electricidad (ADR) EOC
29 Entergy Corporation ETR
30 Exelon Corporation EXC
31 FirstEnergy Corp. FE
32 FPL Group, Inc. FPL
33 Georgia Power Company GPW
34 Great Plains Energy Incorporated GXP
35 Hawaiian Electric Industries, Inc. HE
36 Huaneng Power International, Inc. (ADR) HNP
37 IDACORP, Inc. IDA

This week FirstEnergy announced to buy competitor Allegheny Energy for in $4.7B stock paying a 32% premium based on Wednesday’s closing price.The combined company would have six million customers in the seven states of Virginia, West Virginia, Ohio, Maryland, New Jersey, New York and Pennsylvania. Total annual revenues of the merged company is projected to be $16B.More consolidation may happen in the industry as companies try to maximize efficiency and gab market share. FPL Group, Inc.(FPL) is a high quality dividend stock that has performed consistently over many year. The current yield is 4.15%. Among the ADRs,  CPFL Energia (CPL) of Brazil pays a 6.36% dividend.

Are Coal Stocks a Good Buy Now?

Coal is the main source of electricity generation in many countries. In addition, coal is used in industrial and other sectors. The global consumption of coal is projected to increase each year by over 1.5% annually.

Yesterday Australia signed a $60B deal to supply coal to China for the next 20 years. As part of the contract each year Australia will ship 30 million tonnes of coal to energy-hungry China. It must be noted that China is the largest consumer of coal in the world and relies on coal to meet 70% of its energy needs.The deal is the largest single export deal ever signed by Australia. Thousands of jobs are expected to be created as a result of this contract.

world-coal-use-projection

In the U.S., coal-fired plants accounted for 44.4% of the country’s power generation thru October last year.

us-power-by-source

From the U.S. Energy Information Administration site:

“Coal use in the United States totaled 22.5 quadrillion Btu in 2006—92 percent of total coal use in North America and 48 percent of the OECD total. U.S. coal demand rises to 26.6 quadrillion Btu in 2030 in the IEO2009 reference  case. The United States has substantial coal reserves and relies heavily on coal for electricity generation, a position that continues in the projections. Coal’s share of total U.S. electricity generation (including electricity produced at combined heat and power plants in the industrial and commercial sectors) declines from 49 percent in 2006 to 47 percent in 2030.”

14 Coal stocks that trade on the New York Stock Exchange are listed below:

S. No. Company Ticker
1 Arch Coal, Inc. ACI
2 Alpha Natural Resources, Inc. ANR
3 Peabody Energy Corporation BTU
4 CONSOL Energy Inc. CNX
5 Evergreen Energy Inc. EEE
6 Massey Energy Company MEE
7 Natural Resource Partners LP NRP
8 Penn Virginia Resources PVR
9 Walter Energy, Inc. WLT
10 Yanzhou coal mining Co. (ADR) YZC
11 International Coal Group, Inc. ICO
12 Penn Virginia GP Holdings, L.P. PVG
13 Patriot Coal Corporation PCX
14 Cloud Peak Energy Inc. CLD

One of the stocks shown above is the ADR Yanzhou Coal Mining Co(YZC) of China. Yanzhou is engaged in the mining, processing, transportation of coal and generation of electricity. As for the answer to my title question, investors may want to consider coal stocks for the reasons mentioned above.

Consumer Staple Stocks May Provide Shelter

The S&P 500 is down 4.25% YTD. The consumer staples sector in the S&P 500 index is down only 2.11% YTD. In 2008 when the global credit crisis ravaged markets worldwide, consumer staples was the best performing sector with a decline of 16.61%. For example the financials were down about 50% that year.(Source: Periodic Table of Style Rotation — Why Diversification Matters, American Century Investments).

Generally consumer staple companies that make basic necessities of every day life such as dish washing liquids, soaps, toothpaste, etc. tend to offer stable growth and offer downside protection in adverse market conditions. People rarely cut down on consumer staples even when the economy is in recession. Items such as toothpaste, deodorant, soaps, etc. are cheap to afford. Companies in this sector make profits using economies of scale and product differentiation strategies. Investors looking for shelter in the coming storm this year may want to check out some of the stocks in this sector.

The table below lists 18 stocks in the Consumer Staple stocks traded on the NYSE:

S. No. Company Ticker
1 Alberto-Culver Company ACV
2 Avon Products, Inc. AVP
3 Blyth, Inc. BTH
4 Church & Dwight Co., Inc. CHD
5 Colgate-Palmolive Company CL
6 The Clorox Company CLX
7 Ecolab Inc. ECL
8 The Estee Lauder Companies Inc. EL
9 Herbalife Ltd. HLF
10 Nu Skin Enterprises, Inc. NUS
11 Newell Rubbermaid Inc. NWL
12 Oil-Dri Corporation of America ODC
13 The Procter & Gamble Company PG
14 Revlon, Inc. REV
15 Tupperware Brands Corporation TUP
16 Owens Corning OC
17 Zep, Inc. ZEP
18 Chemspec International Ltd CPC

Some of the companies in the list have strong international presence. For example,Colgate-Palmolive (CL) makes a multitude of products such as Colgate Toothpaste, Palmolive dish-washing liquids, Irish Spring bath soaps, etc. Some of Colgate’s brands like Colgate toothpaste are highly popular in emerging countries. Colgate-Palmolive stock has been a long-term winner for investors. In the past 25 years (12/31/83 to 12/31/2009), the total return on a CL stock is a cool  4619% compared to 2989% for peer companies and just 1123% for the S&P 500.(Source: Colgate’s Investor Relations site). Similarly Cincinnati,OH -based Proctor & Gamble (PG) is a Fortune 500 company with operations in many countries. P&G is the owner of many global brands such as Gillette, Iams, Scope, Pampers, Bounty, Olay, etc.

The Complete List of Railroad Stocks Traded on the NYSE

In November 2009, Warren Buffet’s Berkshire Hathaway agreed to buy the Burlington Northern Santa Fe (BNSF)  railroad for $34B. The railroad is the largest second largest railroad in the country and is also the biggest mover of food products like corn and coal. As one of the largest railroads, BNSF also transports the large amount of consumer goods from west coast ports to destinations across the country. At that time Buffet said that it was a huge  bet on the future on the U.S. economy. Buffet added “They do it in a cost-effective way and extraordinarily environmentally friendly way,” he told CNBC. “I basically believe this country will prosper and you’ll have more people moving more goods 10 and 20 and 30 years from now, and the rails should benefit.”

Despite the growth of the trucking industry due to the interstate road network, railroads are the largest carrier of  all types of goods and commodities since they transport them cheaply and efficiently. For example, most of the electricity generated in this country comes from coal and railroads deliver coal to the utility companies efficiently.

Generally the transportation sector is a good indicator of the U.S. economy. Railroads especially track the ups and downs of the economy.  The monthly report from AAR mentioned that in December 2009 carloads were down 4.1% from 2008 and 17.6% from 2008.There was slight improvement in traffic according to the weekly report released on January 28th.

From the report:

“The Association of American Railroads today reported that freight traffic is showing slight improvement in the year over year comparison but remains down sharply when compared to 2008.  For the week ending Jan. 23, 2010, U.S. railroads originated 277,420 carloads, up 3.9 percent compared with the same week in 2009 and down 11.1 percent from the same week in 2008. ”

Regardless of how railroads perform in the short-term, railroad stocks are great for long-term investment. They transport some of the necessary goods such as coal, food grains, etc. that are in demand whether the economy is in recessionary or in expansion mode. Similarly when the economy improves they benefit from transporting large quantities of consumer goods that are exported from China to the U.S.

The List of Railroad Stocks Traded on the New York Stock Exchange:

S. No. Company Ticker
1 Burlington Northern Santa Fe Corporation BNI
2 Canadian National Railway (USA) CNI
3 Canadian Pacific Railway Limited (USA) CP
4 CSX Corporation CSX
5 The Greenbrier Companies GBX
6 Guangshen Railway Co. Ltd (ADR) GSH
7 Genesee & Wyoming Inc. GWR
8 Norfolk Southern Corp. NSC
9 Union Pacific Corporation UNP
10 Wabtec Corporation WAB

Three of the stocks listed above foreign railroads. Canadian National Railway (CNI) and Canadian Pacific Railway Limited (CP) are the largest railroads in Canada. They move the majority of natural resources, cars, food grains, etc. from Canada to the U.S.  Canadian Pacific primarily operates on the western parts of Canada and the U.S. while Canadian National dominates the eastern parts of the country. Guangshen Railway Co. Ltd (GSH) is a Chinese railway company that is engaged in both passenger and freight transportation.

List of all European Utility ADR stocks !!!

In this post lets review the [tag]utility ADRs[/tag] of continental Europe. There are nine stocks in this category with two each from Germany and France.

Utility stocks form an integral part of any well diversified portfolio for many reasons. Utilities usually provide stable, consistent,growing [tag]dividend yields[/tag], offer stability to the portfolio and grow slowly.

[tag]European utility[/tag] stocks have performed well in the past and continue to do well even in these rough times.[tag]EON[/tag] and [tag]RWE[/tag] are the two largest utilities of Germany that provide water, gas and electricity to the German industries and households. The stocks are a favorite of many index funds and offer decent yields.

[tag]VE[/tag] of France is another utility that has recently started placing ads in BusinessWeek. The company seems to be a well run company with a view to protect the environment.Suez is also another great utility.

Verbund of Austria is a highly respected and well run utility.

As seen from the table below, these utilities have decent dividend yields.An investor planning to invest in utilities of foreign countries may look into these stocks:

S.No. Company Ticker Dividend Yield Country Sector
1 E.ON AG EONGY 3.15% Germany Gas,H20&Multiutility
2 Enel SpA ENLAY No Reglr Divi. Paid Italy Electricity
3 Energias de Portugal EDPFY 2.37% Portugal Electricity
4 EVN EVNVY 1.72% Austria Gas,H20&Multiutility
5 Iberdrola S.A. IBDRY 2.30% Spain Electricity
6 RWE RWEOY 3.16% Germany Gas,H20&Multiutility
7 SUEZ SZEZY 2.27% France Gas,H20&Multiutility
8 Veolia Environnement VE 1.94% France Gas,H20&Multiutility
9 Verbund OEZVY 1.82% Austria Electricity


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