INTELLECTUAL STOCK INVESTOR

[mick]

excerpt/ 10 High-Yield Dividend Stocks That Are SOMEHOW Still Bargains
These names were mostly left out of the recent rally, which makes them the better pick for late-comers

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Jan 24, 2017, 3:34 pm EST | By James Brumley, InvestorPlace Feature Writer

http://investorplace.com/2017/01/10-high-yield-dividend-stocks-still-bargains/?sid=012517IPDI&cp=IPDI&ct=20170125&cc=eletter&en=4822379&cpp=IPDI&enn=4822379&num=01#.WIj0LPkrKM8

http://investorplace.com/category/stock-picks/stocks-to-buy/#.WIj0m_krKM8

http://investorplace.com/2017/01/shark-tank-canadian-stocks-su-gg-pot/#.WIj0-_krKM8

http://investorplace.com/2017/01/shark-tank-canadian-stocks-su-gg-pot/2/#.WIj1PvkrKM8

name among Canadian stocks that desperately needed strong political leadership, it would be Suncor Energy Inc. (USA) (NYSE:SU). SU isn’t just the northern version of Exxon Mobil Corporation (NYSE:XOM) or Chevron Corporation (NYSE:CVX). In terms of total revenue, SU is the biggest company in the entire country. You can bet that they’re looking for a Shark Tank rally.

Of course, Mr. Wonderful would love to give it to them.

http://investorplace.com/2017/01/shark-tank-canadian-stocks-su-gg-pot/3/#.WIj14fkrKM8

” Potash Corporation of Saskatchewan (USA) (NYSE:POT),

Among Canadian stocks and in general, Goldcorp Inc. (USA) (NYSE:GG) is ideologically an awkward investment at this juncture in history.

Let me explain. Donald Trump captivated his core audience by harping on his outsider image. He’s the guy that’s going to “drain the swamp” because he doesn’t have at least a moral conflict of interest.

Gold, and gold miners like GG, likewise are “outsider investments.” People invest in gold for a variety of reasons, but its most ardent supporters believe gold to be a hedge against financial tyranny. GG and its sort are producers of gold, and thus are one of the “good guys.” However, what happens when gold bugs get their candidate of choice into office? Is there still a reason to hedge?

Judging by the Dow Jones Industrial Average’s failure to crack the 20,000 point barrier, the answer is a resounding yes! Gold prices have been surging in recent weeks, and that’s a major tailwind for GG stock. Another point of bullish confirmation is the fact that Goldcorp is one of the strongest Canadian stocks. Although the year is young, GG stock is up an astounding 18%-plus.

Considering the long-term losses that Goldcorp has suffered, a Shark Tank rally would be just what the doctor ordered!

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http://investorplace.com/2017/01/3-best-under-the-radar-trump-stocks-to-buy/2/#.WIj3c_krKM8

Encore Capital Group , Inc. (NASDAQ:ECPG). Marenzi expects Trump to completely eliminate the Consumer Financial Protection Bureau. Last summer, the watchdog group released a new set of rules and regulations specifically related to debt collection. Debt collection is ECPG’s specialty. The new set of rules was enough for Citi to cut its price target for the stock from $31 to $24. In fact, the stock is down 35% in the last three years over concerns about the impact of new regulations.

If Trump eliminates this threat, ECPG stock could have some major upside. Despite the fact that the stock is up more than 55% since Election Day, it still trades at only 7.2 times projected 2017 earnings.

Under-the-Radar Trump Stocks to Buy: US Concrete Inc (USCR)
Under-the-Radar Trump Stocks to Buy: US Concrete Inc (USCR)

If Trump is really going to pump $1 trillion into infrastructure projects, companies that are well-positioned could see major tailwinds. Large-cap construction stocks Vulcan Materials Company (NYSE:VMC) and Caterpillar Inc. (NYSE:CAT) are often mentioned as Trump stocks. However, Hodges Fund portfolio manager Craig Hodges believes small-cap stock US Concrete Inc (NASDAQ:USCR) will also be a big winner.

“U.S. Concrete is concentrated in areas that have population growth that can support long-term demand from housing, as well as infrastructure spending on airports, roads, bridges, and much needed highway investment,” Hodges recently said. He added that there are also plenty of M&A opportunities in the fragmented concrete market.

USCR stock is up 35% since Election Day. Fortunately, it still trades at a reasonable forward price-to-earnings ratio of 17.5 and an attractive price-to-free-cash-flow of only 10.1. Those numbers make USCR stock a much better infrastructure value play than both CAT and VMC.

Under-the-Radar Trump Stocks to Buy: CVR Refining LP (CVRR)
Under-the-Radar Trump Stocks to Buy: CVR Refining LP (CVRR)

CVR Refining LP (NYSE:CVRR) is in the enviable position of potentially benefiting from two different aspects of Trump’s policy goals.

First, Trump has made clear that his energy policy will focus on energy independence. Trump plans to make full use of America’s domestic coal, natural gas and shale oil resources.

Second, Trump’s deregulation agenda could be huge news for CVRR stock. Trump and recently appointed special adviser on business regulations, Carl Icahn, will likely change or eliminate the Renewable Identification Numbers requirement. CVRR stock could instantly see one of its largest costs completely eliminated.

According to Bloomberg, CVRR spent roughly $220 million on meeting RINs requirements in 2016. Incredibly, that cost amounts to roughly 15% of CVRR’s entire market cap.

Icahn, who is a major CVRR investor, penned a scathing critique of the RINs requirement in the Wall Street Journal back in November. Icahn said the RINs market is filled with “manipulation, speculation and fraud.”

CVRR stock is up 66% since Election Day as investors cheer the possibility of an end to RINs. However, there seems to be plenty of upside remaining. CVRR stock is still down down 34.9% from a year ago.