Top 5 Net Payout Yield Stocks To Own For 2015

LONDON --

BG Group
BG Group's� (LSE: BG  ) (NASDAQOTH: BRGYY  ) profits will soar as more oil and gas production comes onstream. Earnings per share is forecast to rise by 30% in 2013. Another 19% increase is expected next year. More modest dividend growth is expected, with the payout forecast to hit $0.31 in 2014.

There is very little difference in the oil and gas that BG produces versus other companies. This means that it has to take the price that is dictated by the global energy markets.

BG's future profits are thus dependent on the future price of energy, and there is little that they can do about it.

BG's forecast yield for the year is just 1.5%. That's not much compensation for holding shares in a company exposed to factors beyond its control.

Bunzl
Bunzl� (LSE: BNZL  ) is one of the elite dozen FTSE 100 companies that has reported rising EPS and dividends year on year for the last five years. This record has seen the shares rewarded with a premium rating. Bunzl shares are today trading at 20.5 times 2012 earnings.

Top 5 Net Payout Yield Stocks To Own For 2015: Dean Foods Company(DF)

Dean Foods Company, together with its subsidiaries, operates as a food and beverage company in the United States. It operates in two segments, Fresh Dairy Direct-Morningstar and WhiteWave-Alpro. The Fresh Dairy Direct-Morningstar segment manufactures, markets, and distributes various branded and private label dairy case products, including cream, ice cream mix, and ice cream novelties; creamers and other extended shelf life fluids; yogurt, cottage cheeses, sour creams, and dairy-based dips; fruit juices, fruit-flavored drinks, iced teas, and water; half-and-half and whipping creams; and items for resale, such as butter, cheese, eggs, and milk shakes. This segment sells its dairy case products to retailers, distributors, foodservice outlets, educational institutions, and governmental entities. The WhiteWave-Alpro segment manufactures, develops, markets, and sells various branded dairy and dairy-related products, such as milk and other dairy products; organic dairy products; plant-based beverages, such as soy, almond, and coconut milks; and soy food products, coffee creamers, and creamers and fluid dairy products. It also provides branded soy-based beverages and food products in Europe under the Alpro and Provamel brands. This segment sells its products to various customers, including grocery stores, club stores, natural foods stores, mass merchandisers, convenience stores, drug stores, and foodservice outlets. The company was formerly known as Suiza Foods Corporation and changed its name to Dean Foods Company on December 21, 2001 as a result of merger between the former Dean Foods Company and Suiza Foods Corporation. Dean Foods Company was founded in 1995 and is headquartered in Dallas, Texas.

Advisors' Opinion:

• [By Michael Lewis]

  Dairy pure-play Dean Foods (NYSE: DF  ) is flirting with its 52-week high after an encouraging earnings report released earlier this week. As it so often goes in special situations, investors deemed the company relatively uninteresting after a high profile spin-off of plant-based food segment WhiteWave (NYSE: WWAV  ) and divestiture of Morningstar -- purveyor of staples such as International Creamer. Skeptics cited declining milk consumption and heavy debt as detractors to the stock, but, post spin-off, Dean Foods is a cash-generating, inexpensive pick in an otherwise difficult sector. With the recent earnings report in mind, let's take a closer look.

• [By Rich Duprey]

  And it's pitting dairy producers against soda makers. The industry's biggest dairy company, Dean Foods (NYSE: DF  ) , says that even though�about half the sugar in flavored milk is from naturally occurring lactose,�all�the sugar in soda is added sugar.

• [By Pendulum]

  Best In Class Food Companies:

  Coca-Cola (KO)Pepsico (PEP)Mondelez (MDLZ)Kraft Foods (KRFT)General Mills (GIS)Kellogg (K)ConAgra Foods (CAG)Hershey (HSY)J.M. Smucker (SJM)McCormick (MKC)Dean Foods (DF)

  A few comments about this analysis:

Top 5 Net Payout Yield Stocks To Own For 2015: BGC Partners Inc.(BGCP)

BGC Partners, Inc. operates as a financial intermediary to the financial markets specializing in the brokering of various financial products. It provides electronic marketplaces, including government bond markets, spot foreign exchange, foreign exchange options, corporate bonds, and credit default swaps in various financial markets through its eSpeed- and BGC Trader- branded trading platform which can be accessed through its high speed data network, over the Internet, or third party communication networks. The company?s brokerage services include trade execution, broker-dealer services, clearing, processing, information, and other back office services, as well as cover various products, including fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commodities, futures, and structured products. It also provides financial technology solutions, market data, and analytics related to financial instruments and markets . In addition, the company offers customized screen-based market solutions, which enables its clients to develop a marketplace, trade with their customers, issue debt, trade odd lots, access program trading interfaces, and access its network and intellectual property. Further, it licenses intellectual property portfolio and software solutions to various financial markets participants; and provides software development, software maintenance, customer support, infrastructure, and internal technology services to support electronic trading platforms. The company serves banks, broker-dealers, investment banks, trading firms, hedge funds, governments, investment firms, professional trading firms, futures commission merchants, and other professional market participants and financial institutions in the United States, the United Kingdom, France, Asia, Europe, Africa, the Middle East, and other Americas. The company was founded in 1999 and is based in New York, New York.

Advisors' Opinion:

• [By Selena Maranjian]

  Finally, Tudor Investment's biggest closed positions included Apple�and the iShares MSCI Emerging Market Index Fund ETF. Other closed positions of interest include Frontier Communications (NASDAQ: FTR  ) and BGC Partners (NASDAQ: BGCP  ) . Frontier, recently yielding more than 9%, is a rural telecom specialist. It's weighed down with considerable debt, and is shifting its business focus, favoring business customers more. It's been posting declining revenue lately, though, and its credit rating took a hit in recent months, also. Some worry that its acquisition of landline business from Verizon�may not be as lucrative as expected, and fear a dividend cut.

• [By Brian Womack]

  ��t�� a defensive strategy because R&D costs are going up and the number of customers is going down,��said Amir Anvarzadeh, a manager of Japanese equity sales at BGC Partners Inc. (BGCP) in Singapore. ��his tells you there�� a problem in the industry.��

5 Best Solar Stocks To Watch Right Now: CommunityOne Bancorp (COB)

CommunityOne Bancorp , formerly FNB United Corp., incorporated in 1984, is a bank holding company. The Company has two banking subsidiaries: CommunityOne Bank, N.A. (CommunityOne), a national banking association, and through Bank of Granite Corporation (Granite Corp.), Bank of Granite (Granite), a state-chartered bank headquartered in Granite Falls, North Carolina. As of December 31, 2011, CommunityOne had 45 branches, $843.9 million in loans and $1.4 billion in deposits. As of December 31, 2011, Granite had 18 branches, $373.9 million in loans and $688.5 million in deposits. Through its banking subsidiaries, it offers a line of consumer, mortgage and business banking services, including loan, deposit, cash management, investment management and trust services, to individual and business customers through operations located in Alamance, Alexander, Ashe, Burke, Caldwell, Catawba, Chatham, Gaston, Guilford, Iredell, Mecklenburg, Montgomery, Moore, Orange, Randolph, Richmond, Rowan, Scotland, Watauga and Wilkes counties in North Carolina. On October 21, 2011, it acquired Granite Corp., through the merger of a wholly owned subsidiary of the Company, Gamma Merger Corporation, merging into Granite Corp, with Granite Corp. continuing as the surviving corporation and as a wholly owned subsidiary of the Company. On June 8, 2013, CommunityOne Bank, N.A., the principal bank subsidiary of FNB United Corp. announced that it had completed the merger of its sister bank, Bank of Granite, into CommunityOne.

Lending Activities

The Company's loan portfolio segments are commercial and agricultural, real estate - construction, real estate - mortgage, and consumer loans. The commercial and agricultural portfolio includes owner occupied and non-owner occupied. The real estate - construction portfolio includes retail properties, multi-family, industrial and warehouse, and other commercial real estate. The real estate - mortgage portfolio includes one-to four-family residential and commercial and othe! r. As of December 31, 2011, its total loan portfolio totaled $1.2 billion.

Investment Activities

The Company�� available-for-sale investment securities portfolio includes obligations of the United Sates treasury and government agencies, obligations of the United Sates government sponsored agencies, obligations of states and political subdivisions, residential mortgage-backed securities- (government-sponsored enterprise (GSE)), residential mortgage-backed securities-(Private), and corporate notes. As of December 31, 2011, it no longer had securities in the held-to-maturity portfolio.

Sources of Funds

Traditional deposit accounts are the primary source of funds for the Company. As of December 31, 2011, deposits totaled $2.1 billion, consisting of approximately $234.6 million of non-interest-bearing demand deposits, $349 million of interest-bearing demand deposits, $68 million of savings deposits, approximately $431.7 million of money market deposits, $112 million of brokered deposits, $538 million of time deposits less than $100,000, and $398 million of time deposits $100,000 or more. As of December 31, 2011, it had $8.8 million of total short-term borrowings. As of December 31, 2011, its long-term debt included $58 million of Federal Home Loan Bank (FHLB) advances and $56 million of junior subordinated debt. Funds are borrowed on an overnight basis through retail repurchase agreements with bank customers and federal funds purchased from other financial institutions. Retail repurchase agreement borrowings are collateralized by securities of the United Sates Treasury and the United Sates Government agencies and corporations. As of December 31, 2011, CommunityOne and Granite had no lines of credit at the Federal Reserve Bank. As of December 31, 2011, CommunityOne had an available line of credit of $80.5 million with the FHLB and Granite had no line of credit with the FHLB.

Subsidiary Activity

CommunityOne owns three subsidiari! es, which! include Dover Mortgage Company (Dover), First National Investor Services, Inc. and Premier Investment Services, Inc. (Premier). Dover ceased operations during the year ended December 31, 2011, and filed for Chapter 11 bankruptcy on February 15, 2012. First National Investor Services, Inc. holds deeds of trust for CommunityOne. Premier is inactive. Through Granite Corp., it also own Granite Mortgage, Inc., which filed for Chapter 11 bankruptcy on February 15, 2012. FNB also owns FNB United Statutory Trust I, FNB United Statutory Trust II, and Catawba Valley Capital Trust II, which were formed to facilitate the issuance of trust preferred securities.

Advisors' Opinion:

• [By Namitha Jagadeesh]

  Cobham Plc (COB) retreated 4.6 percent to 272.9 pence, the biggest drop in six months. A shareholder of the world�� largest maker of airborne-refueling kit is selling 39.1 million shares in the company, terms obtained by Bloomberg News show.

Top 5 Net Payout Yield Stocks To Own For 2015: Diana Shipping inc. (DSX)

Diana Shipping Inc. provides shipping transportation services. It transports dry bulk cargoes that include commodities, such as iron ore, coal, grain, and other materials along worldwide shipping routes. As of December 31, 2010, the company?s fleet consisted of 23 dry bulk carriers, including 14 Panamax, 1 Post-Panamax, and 8 Capesize dry bulk carriers with a combined carrying capacity of approximately 2.5 million deadweight tonnage. Its customers include national, regional, and international companies. The company was formerly known as Diana Shipping Investments Corp. and changed its name to Diana Shipping Inc. in February 2005. Diana Shipping Inc. was founded in 1999 and is based in Athens, Greece.

Advisors' Opinion:

• [By Dan Newman]

  For example, when prices were high and companies, such as Diana Shipping� (NYSE: DSX  ) and�DryShips (NASDAQ: DRYS  ) , ordered more ships, these ships were finally completed a few years later when shipping prices had already cratered. Now, Diana's fleet is on average only 6.4 years old, while DryShips' fleet is on average 7.4 years old, when the typical life of a ship is 25 years. While these young fleets might be good as an investment in the future if global trade picks up, today's troubled eurozone and slowing China will leave these newer ships wanting for higher demand.

• [By Jon C. Ogg]

  Dianna�Shipping Inc. (NYSE: DSX) was raised to Neutral from Underperform at Credit Suisse.

  Facebook Inc. (NASDAQ: FB) was started as Buy with a $50 fair value at Janney Capital.

• [By Nickey Friedman]

  Diana Shipping (NYSE: DSX  ) is pure investment in dry shipping. The company transports dry bulk cargoes worldwide, including commodities such as iron ore, coal, grain, and other materials. Analysts have yet to respond to the rate increases, but no doubt more of them will be raising their 2014 EPS estimates shortly. Diana Shipping trades around 20% below book value now; back in its heyday, it traded north of $40 per share.

Top 5 Net Payout Yield Stocks To Own For 2015: Oplink Communications Inc.(OPLK)

Oplink Communications, Inc., together with its subsidiaries, designs, manufactures, and sells optical networking components and subsystems worldwide. The company?s products are used to expand optical bandwidth, amplify optical signals, monitor and protect wavelength performance, redirect light signals, ensure signal connectivity, and provide signal transmission and reception within an optical network. It offers bandwidth creation products, such as wavelength expansion products comprising dense wavelength division multiplexers (DWDM), coarse wavelength division multiplexers, band wavelength division multiplexers, and DWDM interleavers; and optical amplification products consisting of gain blocks, erbium doped fiber amplifiers, wavelength division multiplexers pump/signal combiners, integrated hybrid components, WDM pump combiners, polarization beam combiners, gain flattening filters isolators, isolators, and tap couplers. The company also offers bandwidth management produc ts, such as optical switching and routing products comprising optical add/drop multiplexers, wavelength selective switches, reconfigurable OADMs, switches, and circulators; wavelength conditioning products that include variable optical attenuators, variable multiplexers, and dynamic band equalization products; and wavelength performance monitoring and protection products consisting of supervisory channel WDM, integrated WDM and tap monitor arrays, optical channel monitors, and wavelength protection subsystems. In addition, it provides optical interconnect products, including connectors and adapters, fixed attenuators, patchcords, and termination and distribution enclosures; and transmission products, such as small form-factor pluggable transceivers, XFP transceivers, CWDM transceivers, bi-directional transceivers, DWDM transceivers, optical supervisory channel transceivers, GEPON products, and 40G/100G transceiver products. The company was founded in 1995 and is headquartere d in Fremont, California.

Advisors' Opinion:

• [By Seth Jayson]

  Calling all cash flows
  When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Oplink Communications (Nasdaq: OPLK  ) , whose recent revenue and earnings are plotted below.