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Top Picks 2016: Jack Henry & Associates Our CIO gives the MoneyShow one of his best ideas for 2016: Jack Henry & Associates (NYSE: JKHY)

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Top Picks 2016: Marathon Petroleum Our Head of Strategy gives the MoneyShow one of his best ideas for 2016: Marathon Petroleum (NYSE: MPC)

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Pro Picks 2016: Global Brass and IBM

Our CIO and Head of Strategy give the MoneyShow two of their best ideas for 2016: Peter Mantas (NYSE: BRSS): Global Brass  Matthew Castel (NYSE: IBM): IBM

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ASR: Is Grupo Aeroportuario del Sureste SAB de CV Ready To Take Off?

ASR: Is Grupo Aeroportuario del Sureste SAB de CV Ready To Take Off?

Rarely do we find a small-cap company with massive competitive moats but ASR certainly fits the bill. The company is the owner and operator of 6 airports in southern Mexico in addition to a JV for the Puerto Rican airport. The company makes its revenue from airline fees, commercial passenger spending, and other consumption related revenues from consumer flights. The company has seen steady…

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Outlook For 2016 And Beyond

As we reach the end of 2015 many market participants are dusting off their crystal balls, preparing their predictions for 2016. Coming off the worst year for asset allocation since 1937, dubbed as “The Year Nothing Worked”, perhaps this year’s predictions will be all the more important. So far, as the forecasts begin to come out, it shouldn’t come as a surprise that 2016’s annual stock market…

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Picks and Pans from a Top Value Expert

Picks and Pans from a Top Value Expert

Our CIO with his top picks on the MoneyShow, including one short idea for your portfolio. http://audio.moneyshow.com/dailyguru/PeterMantas_121615.wav

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Owens-Illinois: Decaying Shareholder Value Results In Our Top Short Pick

Owens-Illinois: Decaying Shareholder Value Results In Our Top Short Pick

Owens-Illinois is a producer and manufacturer of glass containers supplying many of the world’s global brands with bottles, jars and other specialized packages. The company has transitioned into a new CEO and the stock has performed terribly (down 30% on the year) but I fear that this pain is only the beginning. Some analysts are quite bullish on the stock, giving price targets well above its…

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Commerce Bancshares, Inc.: A Quality Regional Bank Poised To Breakout

Commerce Bancshares Inc. (NASDAQ: CBSH) is a U.S. mid-western regional bank within Kansas City with better than expected upside. The bank has a broad portfolio encompassing commercial real estate loans, consumer loans (including mortgages) and industrial loans in addition to very strong investment banking, wealth management and insurance units within the broader Midwestern U.S. The company is one…

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Synchrony Financial: The Best Name In The Consumer Financial Services Space

Synchrony Financial (NYSE: SYF) is a consumer financial services company focused on credit products and programs. The company partners with retailers, merchants, industry associations and healthcare providers and generates revenue through it’s Retail Card, Payment Solutions and Care Card for these businesses. The company also offers deposits as a bank insured by the FDIC including CDs, IRAs,…

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S&P 500 For 2016 And Beyond: Lessons From The Past To Guide Your Portfolio

Over the past year and a half, there is no doubt that some investment banks, research firms, money managers and other bears alike have been waving the red flag as to the inevitable crash of the global economy, predicting not only lower than average future returns but impending doom. Their claims come from the usual data points: S&P 500 profits are down, S&P 500 P/E ratio at decade highs, a…

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Herman Miller, Inc.: More Upside To Come

If I were to ask you to name me a company growing earnings at 500% year-over-year, return on invested capital at +16%, EPS growth quarter-over-quarter of +33% and ROE at +25%, which company would you choose? I previously posed a similar question with impressive metrics in a previous article seen here, and the answer to this question was none other than good ol’ boring Unilever (NYSE:UL). In this…

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Global Brass And Copper Holdings: Take Advantage Of Effective Capital Management

Global Brass and Copper Holdings (NYSE:BRSS) is a global supplier, distributor and fabricator of copper and brass products, including a range of sheet, strip, foil, rod, tube and fabricated metal component products. The company should be seen as a short-term trade: investing in commodity-linked businesses with narrow margins and moats is not the kind of investment I like to see overall. However,…

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Manhattan Associates: Our Top Mid-Cap Tech Pick

Manhattan Associates (NASDAQ: MANH) is a mid-cap provider of supply-chain, Omni-channel and inventory software to wholesalers, manufacturers and logistics providers worldwide. As stated in the company’s tear sheet, the company supply-chain solutions have been “architected to eliminate silos between warehousing and transportation” while its Omni-channel and inventory solutions allow organizations…

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GlaxoSmithKline: Unfairly Beaten Given Strategic Direction

GlaxoSmithKline PLC (NYSE: GSK) is a global pharmaceutical giant that is trading below intrinsic value. The company’s real focus is on scale and innovation – providing much of the world with the drugs and medications it needs while containing an expansive list of patent-protected drugs in late stage development. Over 59% of the company’s revenues is based on prescription drugs while vaccines and…

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Amazon: Is It On Pace To Be The Ultimate Tech Solutions Provider?

Amazon.com Inc. (NASDAQ: AMZN) has been on a tear recently with the stock compounding at over 120% CAGR over the last 10 years. That is truly an unbelievable feat for any company, especially a mega cap technology company that is one of the largest in the world. The key question for most investors looking to get into or who are already holding the name is whether this company can continue its…

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Why Investors Should Look North Of The Border To Escape Volatility: Stella-Jones Continues To Rise

Why Investors Should Look North Of The Border To Escape Volatility: Stella-Jones Continues To Rise

With the current volatility and price deflation the markets are seeing over the past month due to concerns over China, energy and growth as a whole, it seems that no asset is safe from declining prices, especially assets within the equity markets. However, there is one company that has been behaving quite oddly. Stella-Jones (OTC:STLJF) is a Toronto Stock Exchange listed company that has been up…

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J2 Global Is A Small-Cap Gem In A Big-Cap Tech World

j2 Global Inc. (NASDAQ: JCOM) is an integrated telecommunications service company trading below intrinsic value. The company provides business cloud services (VoIP, eVoice, eFax, Corporate cloud storage) to the enterprise and digital media (properties like PCMag, AskMen, IGN, Ookla and Speedtest) to the consumer. To continue reading please visit Seeking Alpha.

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