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  • The Most Republican Companies In The Country (It's Not The Kochs) Are…

    The Upshot, the new data and explainer-driven content channel from The New York Times (NYT), published a very funny article today after crunching the numbers from the Center for Responsive Politics' database for corporate donations.

    The most Republican company in the country is the company that makes Wonder Bread.

    Flower Foods (FLO) is surprisingly partisan for a publicly traded company. Usually, corporations try and keep their politics personal-lest you step into a heap of scandal like Brendan Eich, Mozilla Firefox's former CEO who gave $1000 to support Proposition 8 in California.

    If you make a good product, there's no reason why Republicans and Democrats wouldn't be equally likely to purchase it. What would a company that makes sandwich bread-as opposed to, say, a media company-gain from ruffling feathers?

    But Flower Foods is incredibly Republican. Since 1979, the company's political action committee (NYSE:PAC) has given 99.9% of its money to GOP candidates. Only a single Democratic congressman from the company's home state of Georgia shows up on the list. And that was a one-time donation in the early 90s.

    Democratic-leaning companies are much less one-sided. The most Democratic company in the country is Citizens Financial, but it's only given 77.5% of its total contributions to Democrats. Even Google (GOOGL), which one would imagine to be as progressive as they come, splits its money pretty evenly.

    We built a list of the top publicly traded companies featured in The Upshot's article. Heavy machinery, oil, and food companies like Flower Foods dominate the list.

    1. Bloomin' Brands, Inc. (BLMN, Earnings, Analysts, Financials): Owns and operates casual, polished casual, and fine dining restaurants. Market cap at $2.84B, most recent closing price at $21.46.

    Donates 93% of its PAC money to Republican candidates.

    2. Illinois Tool Works Inc. (ITW, Earnings, Analysts, Financials): Manufactures a range of industrial products and equipment worldwide. Market cap at $35.56B, most recent closing price at $86.12.

    Donates 95.9% of its PAC money to Republican candidates.

    3. Flowers Foods, Inc. (FLO, Earnings, Analysts, Financials): Produces and markets bakery products in the United States. Market cap at $4.37B, most recent closing price at $20.76.

    Donates 99.5% of its PAC money to Republican candidates.

    4. Devon Energy Corporation (DVN, Earnings, Analysts, Financials): Engages in the acquisition, exploration, development, and production of natural gas and oil in the United States and Canada. Market cap at $29.79B, most recent closing price at $71.00.

    Donates 93% of its PAC money to Republican candidates.

    5. Halliburton Company (HAL, Earnings, Analysts, Financials): Provides various products and services to the energy industry for the exploration, development, and production of oil and natural gas worldwide. Market cap at $54.67B, most recent closing price at $63.50.

    Donates 93% of its PAC money to Republican candidates.

    6. Timken Co. (TKR, Earnings, Analysts, Financials): Develops, manufactures, markets, and sells anti-friction bearings and related products and steel products primarily in the United States and Europe. Market cap at $5.77B, most recent closing price at $62.45.

    Donates 91.7% of its PAC money to Republican candidates.

    (List compiled by James Dennin. Monthly returns sourced from Zacks Investment Research. PAC contribution data sourced from The Upshot. All other data sourced from Finviz.)

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    ABOUT US

    © Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

    Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

    Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC.

    Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: BLMN, ITW, FLO, DVN, HAL, TKR
    May 12 5:01 PM | Link | Comment!
  • How Non-Billionaires Can Get A Piece Of The Luxury Housing Boom

    The record selling-price for a luxury home has been smashed each consecutive month this year.

    In February, it was a $102 million home in Los Angeles. In April, it was a $120 million single-family home in Greenwich. Just yesterday both records were blown out of the water by a $147 million sale of beach-front property in East Hampton.

    Housing markets, while fragile enough to concern Fed Chair Janet Yellen, are going through the roof on the top end. High-end housing markets, also known as "gateway" markets, have been consistent high performers. In London, one of the most expensive gateway markets, 1 in 15 homes sells for a million pounds or more.

    This often happens after a boom year in the stock market. Skeptical that the market will repeat its performance, the very-wealthy liquidate and move their cash into reliable havens like real estate. At least that's what some analysts are saying.

    It got us thinking about ways for non-billionaire investors can capitalize on the trend.

    Read more about the high returns of REITs.

    Unsurprisingly, there are a lot of REITs that focus on gateway markets. New York City alone has three REITs that focus on the Big Apple and its surrounding areas. We decided to build a list of gateway focused REITs, by looking for companies that focus on these coveted regions.

    REIT stands for real estate investment trust. In essence, these funds operate like mutual funds, except instead of buying stocks or bonds they build property portfolios.

    We built a list of REITs (plus Sotheby's, which is not a REIT but is still heavily leveraged on the luxury housing market) with a focus on these regions and a market cap of $2 billion or more.

    1. Kilroy Realty Corp. (KRC, Earnings, Analysts, Financials): Is a privately owned real estate investment trust. The firm engages in investment, development, and management of properties. Market cap at $4.96B, most recent closing price at $60.17.

    Focuses on Southern California.

    2. Sotheby's (BID, Earnings, Analysts, Financials): An auctioneer of various properties including fine art, antiques, decorative art, jewelry, and collectibles. Market cap at $2.91B, most recent closing price at $43.60.

    Coordinates the sale of goods on the luxury market.

    3. Empire State Realty Trust, Inc. (ESRT, Earnings, Analysts, Financials): A real estate investment trust (REIT), focuses on owning, managing, operating, and acquiring office and retail properties in Manhattan and the greater New York metropolitan area. Market cap at $1.52B, most recent closing price at $15.38.

    Focuses on New York City.

    4. Boston Properties Inc. (BXP, Earnings, Analysts, Financials): A real estate investment trust (REIT), together with its subsidiaries, engages in the ownership and development of office properties. Market cap at $18.14B, most recent closing price at $117.06.

    Focuses on Boston.

    5. SL Green Realty Corp. (SLG, Earnings, Analysts, Financials): Engages in the property management, acquisitions, financing, development, construction, and leasing. Market cap at $10.22B, most recent closing price at $106.07.

    Focuses on New York City.

    (List compiled by James Dennin. Monthly returns sourced from Zacks Investment Research.)

    Analyze These Ideas: Getting Started

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    ABOUT US

    © Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

    Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

    Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC.

    Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

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    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: BID, ESRT, BXP, SLG
    May 12 4:54 PM | Link | Comment!
  • Will The Alibaba IPO Live Up To Its Lofty Expectations?

    If the appetite in the West is cooling for Chinese stocks, what does that mean for the Alibaba IPO?

    So far in 2014 the MSCI China stock index has fallen about 12% from its 52-week high in late December. That isn't an ideal situation for the 10-odd Chinese IPO deals worth half a billion or more that are slated for this spring.

    Discounting the massive Alibaba IPO-which by some estimates is expected to be the biggest technology IPO of all time-Chinese firms hope to raise as much as $10 billion in the first half of 2014 alone.

    As the activity ramps up, American and other Western investors are starting to cool on the country as a whole. Chinese economic data hasn't been good this year, and stocks are expensive. Chinese IPOs did great in 2013, after a wave of delistings prompted authorities to heighten the standards for firms that wanted to go public.

    The weakening demand has prompted some Chinese CEOs to take to Twitter (TWTR) and urge their fellow countrymen considering IPOs to hurry up and "get it done" before the market cools further.

    We built a list of some of the biggest Chinese IPOs in the last year. Would adding to the pile of already expensive Chinese stocks jeopardize their progress or inspire new faith in young firms?

    1. Autohome Inc. (ATHM, Earnings, Analysts, Financials): Operates as an online destination for automobile consumers in the People’s Republic of China. Market cap at $3.58B, most recent closing price at $34.45.

    IPO Date: 12/10/13

    2. Qunar Cayman Islands Limited (QUNR, Earnings, Analysts, Financials): Operates online travel commerce platform for travel service providers (TSPs) and display advertisers in the People’s Republic of China. Market cap at $2.82B, most recent closing price at $25.32.

    IPO Date: 10/31/13

    3. 500.com Limited (WBAI, Earnings, Analysts, Financials): Provides online sports lottery services in the People’s Republic of China. Market cap at $1.15B, most recent closing price at $35.05.

    IPO Date: 11/22/13

    4. Sungy Mobile Limited (GOMO, Earnings, Analysts, Financials): Provides mobile Internet products and services in the People’s Republic of China and internationally. Market cap at $555.86M, most recent closing price at $16.95.

    IPO Date: 11/13/13

    (List compiled by James Dennin. Monthly returns sourced from Zacks Investment Research.)

    Analyze These Ideas: Getting Started

    Dig Deeper: Access Company Snapshots, Charts, Filings

    ABOUT US

    © Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

    Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

    Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC.

    Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: TWTR
    May 12 4:46 PM | Link | Comment!
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