Top 5 Japanese Companies For 2015

TOKYO--The Japanese government on Monday lowered the reading of the country's growth over the third quarter, saying capital expenditure was weaker than first thought, as lackluster foreign demand took steam out of a brisk rebound fueled by the economic policies of Prime Minister Shinzo Abe, known as "Abenomics."

Japan's gross domestic product, or the total value of goods and services produced, grew an annualized 1.1% in the July-September period from the previous quarter, the Cabinet Office said, changing a preliminary 1.9% increase announced three weeks ago.

That's a sharp deceleration from the first half of this year, when the Japanese economy grew around 4.0%, outperforming the U.S. Economists surveyed by the Nikkei and The Wall Street Journal had expected a downward revision to 1.5% growth. The U.S. economy overtook Japan in the third quarter, registering a revised 3.6% expansion.

Top 5 Japanese Companies For 2015: Baltic Trading Limited (BALT)

Baltic Trading Limited engages in shipping business in the dry bulk industry spot market worldwide. The company operates a fleet of dry bulk ships that transport iron ore, coal, grain, steel products, and other dry bulk cargoes. Its fleet consists of 2 Capesize vessels, 4 Supramax vessels, and 3 Handysize vessels with an aggregate carrying capacity of approximately 672,000 deadweight tons. The company charters its vessels to trading houses, including commodities traders, as well as producers and government-owned entities. Baltic Trading Limited was founded in 2009 and is based in New York, New York.

Advisors' Opinion:

• [By GuruFocus]

  George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated

Top 5 Japanese Companies For 2015: Concord Medical Services Holdings Limited (CCM)

Concord Medical Services Holdings Limited, together with its subsidiaries, operates a network of radiotherapy and diagnostic imaging centers in the People�s Republic of China. The company�s services comprise linear accelerators external beam radiotherapy, gamma knife radiosurgery, head gamma knife systems, body gamma knife systems, proton beam therapy, diagnostic imaging, and other treatment and diagnostic modalities. It offers clinical support services; develops treatment protocols for doctors; and organizes joint diagnosis between doctors in its network and clinical research. The company also operates a specialty cancer hospital, as well as leases medical and diagnostic equipment. As of March 31, 2011, it operated a network of 121 centers with 68 hospital partners that cover 46 cities and 24 provinces, and administrative regions in China. The company was founded in 1996 and is headquartered in Beijing, the People�s Republic of China.

Advisors' Opinion:

• [By John Udovich]

  China is set to ease the one child policy, something that could benefit Chinese stocks in general but be especially beneficial to insurance stocks like China Life Insurance Company Ltd (NYSE: LFC) and CNinsure Inc (NASDAQ: CISG) plus health care stocks like Mindray Medical International Ltd�(NYSE: MR) and Concord Medical Services Hldg Ltd (NYSE: CCM). First, let�� be clear that China is NOT abolishing the one child policy as the changes will merely�allow married couples to have two children if one spouse is an only child plus it will be up to China�� 34 province-level administrations to revise�their laws and put the new policy into effect. Moreover, China�� family-planning bureaucracy employs more than 500,000 full-time workers and six million part-time workers all the way down to the village level to�collect billions of dollars in fines and these bureaucrats have fought for years against policy changes���meaning they could throw up roadblocks if not placated. With that said, the insurance and health care sectors are two sectors with publicly Chinese stocks that look set to�take advantage of the coming changes.

Top 5 Specialty Retail Companies To Invest In Right Now: Compucon Computer Applications SA (COMP)

Compucon Computer Applications SA is a Greek company engaged mainly in the information technology sector. The Company's activities include the manufacture and trade of electronics and software for the embroidery, telematics, laser, Web solutions and medical fields. In the embroidery field it offers album presentation or embroidery designs, lettering with a variety of fonts, frames and specialized features, and realistic three-dimensional views of embroidery designs. The Company also produces laser cutting and engraving devices for the embroidery sector. The range of telematics applications includes automotive positioning systems, fleet management and navigation systems. Its Web solutions offering includes the SiteCosmos, which is an integrated tool for on-line content management and Website design for small and medium enterprises, while the medical applications target the management of patient-oriented information, diet schedules, word processing, prescriptions and other services. Advisors' Opinion:

• [By Benjamin Pimentel]

  Teradata was the top decliner on the S&P 500, which fell 0.7%. The Nasdaq Composite Index (COMP) �shed 21 points, or 0.6%, to close at 3,794, as the Dow Jones Industrial Average gave up 133 points.

• [By Victor Reklaitis]

  The Nasdaq Composite (COMP) �briefly topped 4,000 on Monday, but the tech-heavy index couldn�� finish above that milestone level that it last closed above since September 2000. It ended up 2.92 points, or about 0.1%, at 3,994.57.

• [By MARKETWATCH]

  SAN FRANCISCO (MarketWatch) -- Tech stocks mostly rose in early trading Monday, with Google Inc. (GOOG) among the advancers. Google shares rose to $1,159.25 after analysts at Pacific Crest and Credit Suisse both raised their price targets on Google's stock to $1,450 a share. Apple Inc. (AAPL) was also up by 1%, at %546.67 despite Societe Generale cutting its rating on the company to hold from buy. The Nasdaq Composite Index (COMP) rose almost 26 points to 4,224.

• [By Polya Lesova]

  The Nasdaq Composite (COMP) �rose 22.49 points, or 0.6%, to 3,991.65, posting a gain of 0.1% for the week.

Top 5 Japanese Companies For 2015: Reliance Steel & Aluminum Co.(RS)

Reliance Steel & Aluminum Co. operates as a metals service center company primarily in the United States and Canada. The company provides metals processing services and distributes a line of approximately 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products to mills and original equipment manufacturers. Its processing services comprise cutting, leveling, sawing, machining, or electropolishing. The company also offers a range of metal perforating and fabrication services; and steel and alloy pipes, tube and bar products, and precision manufacturing of various tools designed for the global energy service companies. Reliance Steel & Aluminum Co. serves manufacturers and end-users in the general manufacturing, non-residential construction, transportation, aerospace, energy, electronics, and semiconductor fabrication and related industries. As of December 31, 2011, it maintained approximately 220 metals service center processing and distribution facilities in the United States, Belgium, Canada, China, Malaysia, Mexico, Singapore, South Korea, the United Arab Emirates, and the United Kingdom. The company was founded in 1939 and is headquartered in Los Angeles, California.

Advisors' Opinion:

• [By Monica Gerson]

  Reliance Steel & Aluminum Co (NYSE: RS) is estimated to report its Q3 earnings at $1.20 per share on revenue of $2.54 billion.

  PulteGroup (NYSE: PHM) is expected to report its Q3 earnings at $0.36 per share on revenue of $1.46 billion.

• [By Ben Levisohn]

  That dynamic means that companies that can benefit from construction strength and cut costs will outperform others. For that reason, Murphy keeps Nucor (NUE) and�Steel Dynamics (STLD) at Buy. He wasn’t so kind to Reliance Steel (RS), US Steel (X) and AK Steel (AKS), which were all cut, though for different reasons.

• [By Dan Caplinger]

  Reliance Steel & Aluminum (NYSE: RS  ) : up 100%
  The steel industry has been struggling lately, so it's especially remarkable to see Reliance Steel having made not one but two dividend increases in the past year. With increases from $0.15 per share last May to $0.25 in August and then to $0.30 in March, Reliance is bucking the negative trends in steel. What's especially noteworthy is that the company raised its payout even after announcing more than a $750 million deal to buy Metals USA in February -- a move that might have led other companies to rein in its payouts.

• [By Seth Jayson]

  When judging a company's prospects, how quickly it turns cash outflows into cash inflows can be just as important as how much profit it's booking in the accounting fantasy world we call "earnings." This is one of the first metrics I check when I'm hunting for the market's best stocks. Today, we'll see how it applies to Reliance Steel & Aluminum (NYSE: RS  ) .

Top 5 Japanese Companies For 2015: Skyworks Solutions Inc.(SWKS)

Skyworks Solutions, Inc., together with its subsidiaries, offers analog and mixed signal semiconductors worldwide. The company provides power amplifiers and front-end solutions for cellular devices from entry level to multimedia platforms and smart phones. Its product portfolio consists of amplifiers, attenuators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure RF subsystems, mixers/demodulators, phase shifters, PLLs/synthesizers/VCOs, power dividers/combiners, receivers, switches, and technical ceramics. Skyworks also offers MIS silicon chip capacitors, transceivers, and modulators. The company markets its products to automotive, broadband, cellular infrastructure, energy management, industrial, medical, military, and cellular handset applications. Skyworks sells its products primarily through its direct sales force, as well as through independent manufacturers? representatives and distribution partners. The company was founded in 1962 and is headquartered in Woburn, Massachusetts.

Advisors' Opinion:

• [By John Kell var popups = dojo.query(".socialByline .popC"); popups.forEach(func]

  Skyworks Solutions Inc.'s(SWKS) shares rose Tuesday after the wireless-chip supplier reported better-than-expected fiscal second-quarter profit and revenue growth. Shares climbed 8.8% to $41.30 premarket.

• [By FinanceGuru]

  Radio frequency (RF) chip manufacturer Skyworks Solutions (SWKS) has had some bad luck this year, because despite three straight quarters of solid results, the company's shares have appreciated only 10% while the NASDAQ is up 21%. In the past, the company's performance was directly linked to Apple's (AAPL) performance, as it derived 29% of its 2012 revenue from the smartphone maker. Thus, any negative news regarding the iPhone manufacturer was not well received by investors.

• [By gurujx]

  Skyworks Solutions, Inc. (SWKS): VP & CFO Donald W Palette Sold 92,105 Shares

  VP & CFO Donald W Palette sold 92,105 shares of SWKS stock on 11/18/2013 at the average price of $25.7. Donald W Palette owns at least 45,444 shares after this. The price of the stock has increased by 3.15% since.