10 Best Canadian Stocks To Own Right Now

This energy firm has transformed itself into more of a large-scale independent exploration and production (E&P) company, by spinning off its refining and marketing, midstream, and chemicals businesses, observes Geoffrey Seiler, editor of BullMarket.com.

Where ConocoPhillips (COP) remains similar to its former super-major peers is that its portfolio of assets is very diversified, consisting of onshore and offshore positions, along with LNG operations, a presence in the Canadian oil sands, and it operates worldwide.

Its smaller E&P rivals tend to have more concentrated positions, which, some would argue, gives them an advantage, because they have more focus. As of the end of 2012, ConocoPhillips' reserves totaled 8.6 billion BOE, more than half of which is liquids and 65% of which is developed.

ConocoPhillips has large acreage positions in the Eagle Ford, Permian Basin, and Bakken regions of the United States. It also has its oil sands properties in Canada. Its US shale plays are expected to provide about 60% of the company's production growth through 2017.

10 Best Canadian Stocks To Own Right Now: SAP AG(SAP)

SAP AG provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. The company?s products includes SAP Business Suite software, which supports large organizations in their core business operations, such as supplier relationship, production, warehouse management, sales, administration, and customer relationship; SAP Business All-in-One, a business management software that assists midsize companies in managing various business functions, including financials, human resources, procurement, inventory, manufacturing, logistics, product development, sales, and marketing; SAP Business One, a business management application for small businesses; and SAP Business ByDesign, an on-demand solution for integrated business management applications. Its products also comprises SAP BusinessObjects Edge business intelligence and enterprise performance management solutions; Xcelsius, a data visualization software; Crystal Reports, which helps users design interactive reports; Sybase IQ, an optimized analytics server designed to deliver results for business intelligence, analytics, data warehousing, and reporting solutions; SAP solutions for sustainability; and SAP NetWeaver technology platform, which integrates information and business processes across various technologies and organizational structures. In addition, the company offers industry and solution-focused, business transformation, information technology transformation, custom development, and support services; and program, project management, quality assurance, and education and certification services. It sells its products through its subsidiaries and resellers. SAP AG has a strategic relationship with Cap Gemini S.A. to develop and deploy enterprise mobility solutions. The company was formerly known as SAP Aktiengesellschaft Systeme, Anwendungen, Produkte in der Datenverarbeitung. SAP AG was founded in 1972 and is headquartered in Walldorf , Germany.

Advisors' Opinion:

• [By Paul Ausick]

  Big Earnings Movers: McDonald�� Corp. (NYSE: MCD) is down 0.6% at $94.59 after a so-so report and a downbeat forecast. Halliburton Co. (NYSE: HAL) is down 3.4% at $50.67 on added caution for the current quarter. V.F. Corp. (NYSE: VFC) is up 3.4% at $211.24. SAP AG (NYSE: SAP) is up 3.6% at $76.38. NVR Corp. (NYSE: NVR) is down 4.1% at $893.40.

• [By Holly LaFon]

  MBIAcommon stock is The Allocation Fund�� largest position. Recent legal settlements paid and reserves taken by defendants are convincing skeptics of the company�� ability to more than just survive. Following GAAP, the company reports a book value of about $12 per share. Following Statutory Accounting Principles (SAP) utilized by insurance regulators, book adjusts to $16. Assuming an orderly run-off, the company calculates an adjusted book value of $35. Each method has its strengths and weaknesses and does not include a value for new business.

• [By Vanin Aegea]

  Innovation and friendliness are two stewards that software developers value highly in order to retain and attract customers. Applications that are easy to navigate and to use have proved to be highly valued by users. Some companies were able to meet the challenge and deliver tailor made products, among them are: Sap Aktiengesellschaft (SAP) and Adobe Systems (ADBE). But, does catering to customer preferences generate profits?

10 Best Canadian Stocks To Own Right Now: Aercap Holdings N.V. (AER)

AerCap Holdings N.V., through its subsidiaries, operates as an integrated aviation company worldwide. It engages in leasing and trading aircraft and engines; and selling parts. The company also provides aircraft management services, as well as aircraft and limited engine MRO services, and aircraft disassembly services through its repair stations. In addition, it offers aircraft services, including remarketing aircraft; collecting rental and maintenance payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; conducting ongoing lessee financial performance reviews; inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research. The company?s management services include leasing and remarketing, cash management and treasury, technical advisory, and accounting and administrative services. As of March 31, 2011, it owned 272 aircraft and 95 engines, which it leased under operating leases to 118 lessees in 53 countries. The company was founded in 1995 and is headquartered in Schiphol, the Netherlands.

Advisors' Opinion:

• [By Paul Ausick]

  More than two years ago, American International Group Inc. (NYSE: AIG) filed with the U.S. Securities and Exchange Commission for an initial public offering (IPO) in its aircraft leasing group, International Lease Finance Corp. (ILFC). That filing came to nothing, and AIG found little interest from buyers for ILFC, until Monday morning when it announced that AerCap Holdings N.V. (NYSE: AER) will buy the leasing operation for $3 billion in cash and 97.56 million shares of new AerCap stock. The total value of the deal is approximately $5.4 billion.

• [By Shahida Humayun]

  Air Lease's fleet has a weighted average age of 3.5 years, compared to 10.7 years for Aircastle (NYSE: AYR  ) and 5.1 years for AerCap Holdings (NYSE: AER  ) . As a result of this advantage, Air Lease is currently trading at a price-to-book value (P/BV) of 1.17, compared to 0.8 and 0.95 for Aircastle and AerCap Holdings, respectively.

• [By Tess Stynes]

  AIG confirmed it will sell its stake in International Lease Finance Corp to aircraft-leasing company AerCap Holdings N.V(AER). for $5.4 billion in cash and stock.

10 Best Casino Stocks To Buy For 2014: Transdigm Group Incorporated(TDG)

TransDigm Group Incorporated designs, produces, and supplies engineered aircraft components for use on commercial and military aircraft principally in the United States. The company?s products include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, pumps and valves, power conditioning devices, AC/DC electric motors and generators, NiCad batteries and chargers, engineered latching and locking devices, rods and locking devices, engineered connectors and elastomers, cockpit security components and systems, cockpit displays, aircraft audio systems, lavatory components, engineered interior surfaces, and lighting and control technology. Its customers comprise distributors of aerospace components; commercial airlines, including national and regional airlines; commercial transport and regional and business aircraft original equipment manufacturers (OEMs); various armed forces of the United States and foreign governments; defense OEMs; system suppliers; and various other industrial customers. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.

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 TransDigm Group (NYSE: TDG  ) , whose recent revenue and earnings are plotted below.

10 Best Canadian Stocks To Own Right Now: Grupo TMM S.A.(TMM)

Grupo TMM, S.A.B., together with its subsidiaries, operates as an integrated logistics and transportation company in Mexico. The company offers maritime transportation services, including offshore vessels, which offer transportation and other services to the Mexican offshore oil industry; tankers that transport petroleum products in Mexican waters; parcel tankers, which transport liquid chemical and vegetable oil cargos from and to the United States and Mexico; and tugboats that provide towing services at the port of Manzanillo, Mexico. It operates a fleet of 46 vessels, which comprise product and chemical tankers, harbor tugs, and various offshore supply vessels. The company also operates two Mexican port facilities, Tuxpan and Acapulco, as well as provides port agent services to vessel owners and operators in the Mexican ports. Its logistics business provides trucking services to manufacturers consisting of automobile plants, and retailers, as well as offers logistical f acilities in industrial cities and railroad hubs in Aguascalientes, Toluca, Puebla, Veracruz, Nuevo Laredo, Cuernavaca, Mexico City, Monterrey, Manzanillo, Ensenada, and Altamira. The company's logistics services include consulting, analytical, and logistics outsourcing; logistics network analysis; logistics information process design; trucking, intermodal transport, and auto haulage services; warehousing and bonded warehousing facility management; supply chain and logistics management; product handling and repackaging; local pre-assembly; maintaining and repairing containers; and inbound and outbound distribution using truck transport. Grupo TMM was founded in 1955 and in headquartered in Mexico City, Mexico.

10 Best Canadian Stocks To Own Right Now: Royal Caribbean Cruises Ltd.(RCL)

Royal Caribbean Cruises Ltd. operates in the cruise vacation industry worldwide. It owns five cruise brands, which comprise Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, and CDF Croisi�es de France. The Royal Caribbean International brand provides various itineraries and cruise lengths with options for onboard dining, entertainment, and other onboard activities primarily for the contemporary segment. It offers surf simulators, water parks, ice skating rinks, rock climbing walls, and shore excursions at each port of call, as well as boulevards with shopping, dining, and entertainment venues. The Celebrity Cruises brand operates onboard upscale ships that offer luxurious accommodations, fine dining, personalized services, spa facilities, venue featuring live grass, and glass blowing studio for the premium segment, as well as resells computers and other media devices. The Pullmantur brand provides an array of onboard activities and serv ices to guests, including exercise facilities, swimming pools, beauty salons, gaming facilities, shopping, dining, complimentary beverages, and entertainment venues serving the contemporary segment of the Spanish, Portuguese, and Latin American cruise markets. The Azamara Club Cruises brand offers various onboard services, amenities, gaming facilities, fine dining, spa and wellness, butler service for suites, and interactive entertainment venues for the up-market segment of the North American, United Kingdom, German, and Australian markets. The CDF Croisieres de France brand offers seasonal itineraries to the Mediterranean; and various onboard services, amenities, entertainment venues, exercise and spa facilities, fine dining, and gaming facilities for the contemporary segment of the French cruise market. As of December 31, 2011, the company operated 39 ships with a total capacity of approximately 92,650 berths. Royal Caribbean Cruises Ltd. was founded in 1968 and is headqua rtered in Miami, Florida.

Advisors' Opinion:

• [By Ben Levisohn]

  And what’s good for Carnival should also be good for Royal Caribbean Cruises (RCL), which also got an upgrade, Norwegian Cruise Line Holdings�(NCLH), which Farley and Kocharyan label their top pick. They explain:

• [By Ben Levisohn]

  Carnival�(CCL) has fallen 7.6% to $34.56 in early trading this morning after the company reported a profit of $1.38, above forecasts for $1.32, but issued disappointing guidance. It’s also dragging down shares of�Royal�Caribbean�Cruises (RCL), which have fallen 3.1% to $38.18.

• [By Christopher Palmeri]

  Norwegian Cruise Line, the third-largest U.S. cruise operator after Carnival Corp. and Royal Caribbean Cruises Ltd. (RCL), has advanced 57 percent since the sale of 27.1 million shares at $19 each in the IPO, giving it a market value of $6.07 billion, according to data compiled by Bloomberg. The stock fell 1.7 percent to $29.76 at the close in New York yesterday.

• [By Rick Munarriz]

  Ever since Royal Caribbean (NYSE: RCL  ) introduced outdoor rock walls for daring climbers, cruise lines have tried to raise the stakes in attracting young passengers who can't be wooed by mere spa treatments or midnight buffets. Carnival (NYSE: CCL  ) , Royal Caribbean, and the recently public Norwegian Cruise Lines (NASDAQ: NCLH  ) have added zip lines, indoor bowling alleys, and even bumper cars to make sea life more appealing to young families with toddlers and young adults.

10 Best Canadian Stocks To Own Right Now: Research in Motion Limited(RIMM)

Research In Motion Limited (RIM) designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The company, through the development of integrated hardware, software, and services, provides platforms and solutions for seamless access to time-sensitive information, including email, phone, short messaging service, and Internet and Intranet-based applications and browsing. Its products and services principally comprise the BlackBerry wireless platform, the RIM Wireless Handheld product line, software development tools, and other software and hardware. The company?s BlackBerry smartphones use wireless, push-based technology that delivers data to mobile users? business and consumer applications. Its BlackBerry smartphone portfolio includes BlackBerry Bold series, the BlackBerry Torch, BlackBerry Curve series, the BlackBerry Style, BlackBerry Storm series, the BlackBerry Tour, BlackBerry Pearl series, and the BlackBerry PlayBook tablet. T he company?s BlackBerry enterprise solutions comprise BlackBerry enterprise server, BlackBerry enterprise server express, BlackBerry mobile voice system, and hosted BlackBerry services. Its technology also enables third party developers and manufacturers to enhance their products and services through software development kits, wireless connectivity to data, and third-party support programs. In addition, the company offers BlackBerry technical support services, non-warranty repairs, and nonrecurring engineering services. Further, it provides BlackBerry App World that offers BlackBerry smartphone users an electronic catalogue that aids in the discovery and download/purchase of applications directly from their BlackBerry smartphone. The company markets and sells its BlackBerry wireless solutions primarily through global wireless communications carriers, and third party distribution channels. Research In Motion Limited was founded in 1984 and is headquartered in Waterloo, Canad a.

Advisors' Opinion:

• [By Holly LaFon]

  In the fourth quarter, Yacktman�� biggest additions to his holdings were Research In Motion (RIMM) and Avon Products (AVP). He also surprised followers by venturing into financials, with new positions in Goldman Sachs (GS), Bank of America (BAC), State Street Corp. (STT) and Northern Trust Corp. (NTRS).

• [By Geoff Gannon] east loved of these is ��of course ��RIMM. Einhorn already has a paper loss in that stock. His average cost was $18.88 a share. Today�� price is $15.05. That�� a 20% loss. And Einhorn only started buying Research In Motion in the last three months of 2011.

  But Research In Motion is a pretty small position ��0.81% of Einhorn�� total portfolio ��compared to one of his other new buys: Dell.

  Einhorn already owns $255 million of Dell shares. He paid $15.36 a share. The stock is now at $18.08 a share. That�� an 18% gain. And Dell will mean a lot more to Einhorn�� performance than Research In Motion. Dell is a 3.9% position for Einhorn. That�� almost five times the size of his investment in Research In Motion. So ��for now at least ��Einhorn�� paper gain on Dell will more than make up for his paper loss on RIMM.

  Finally, there�� Yahoo.

  This is a quasi-new buy for Einhorn. He actually bought a 8.5 million shares of Yahoo in the first quarter of 2011 only to sell them for a 2% loss the next quarter. Einhorn was out of Yahoo completely for the third quarter of 2011. And now he�� back in with about 3 million shares bought in the fourth quarter of 2011. Einhorn�� average price is a wee bit lower this time. His original purchase price ��back in first quarter 2011 ��was $16.64 a share. He got his Yahoo shares about 6% cheaper this time around. Einhorn paid $15.66 a share for his 3 million shares of Yahoo. The stock is down a smidge from there. Around $15.25 a share.

  There have been reports of a breakdown in Yahoo�� buyout talks. But that�� par for the course in a situation like this where a company is shopping itself around. There will be lots of people leaking stories for lots of different reasons. Don�� believe everything you read about Yahoo. And certainly don�� try to trade on everything you read about Yahoo.

  Why is Einhorn buying Yahoo?

  Probably on a sum of the parts basis. As everybod

• [By Geoff Gannon]

  This isn�� really true. A stock that is expected to have constant losses in the future ��but has earnings today ��should see no relationship between its current price and its past 12 months of earnings. In reality, there will always be some relationship. Some people buy things like Research in Motion (RIMM) as part of a regular habit of betting that the market gets overly pessimistic when it knocks a company�� P/E down deep into the single digits. They may be right. There are always some value investors like this who buy things purely because they are statistically cheap.

10 Best Canadian Stocks To Own Right Now: Mistras Group Inc (MG)

Mistras Group, Inc. provides technology-enabled asset protection solutions to evaluate the structural integrity and reliability of critical energy, industrial, and public infrastructure worldwide. It provides traditional non-destructive testing (NDT) services; advanced NDT services; and mechanical integrity services. The company also offers software solutions, including Plant Condition Monitoring Software and Systems, an enterprise software that allows its customers for the warehousing and analysis of data. In addition, it provides Advanced Data Analysis Pattern Recognition and Neural Networks software, which enables acoustic emission (AE) experts to develop automated remote monitoring systems; AE Software Platform, a windows based real time application software; Loose Parts Monitoring Software program for monitoring, detecting, and evaluating metallic loose parts in nuclear reactor coolant systems; and Automated UT and Imaging Analysis Software for analyzing ultrasonic in spection data, and visualizing and identifying the location and size of flaws. Further, the company�s technology packages include TANKPAC for tank inspections; POWERPAC for monitoring discharges in critical power grid transformers; and Acoustic Combustion Turbine Monitoring System, an on-line system to detect stator blade cracks in gas turbines. Additionally, it offers digital radiographic systems to solve specific industrial problems; AE sensors, instruments, and turn-key systems, as well as leak monitoring and detection systems; ultrasonic equipment; vibration sensing products; and on-line monitoring services. Mistras Group, Inc. was founded in 1978 and is headquartered in Princeton Junction, New Jersey.

Advisors' Opinion:

• [By Wallace Witkowski]

  Stock in Mistras Group Inc. (MG) �rose 6.9% to $23.99 on light volume after the company raised its revenue outlook for the year to a range of $590 million to $615 million. Analysts expected $592.1 million.

• [By Monica Gerson]

  Mistras Group (NYSE: MG) is expected to post its Q1 earnings at $0.12 per share on revenue of $130.10 million.

  Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

10 Best Canadian Stocks To Own Right Now: OM Group Inc.(OMG)

OM Group, Inc. develops, produces, and markets specialty chemicals, advanced materials, and electrochemical energy storage products worldwide. The company operates in three segments: Advanced Materials, Specialty Chemicals, and Battery Technologies. The Advanced Materials segment manufactures inorganic products using unrefined cobalt and other metals and serves the battery materials, powder metallurgy, ceramics, and chemical end markets. It offers cobalt powders, precursors, chemicals, pigments and ceramics, and various raw materials. These products enhance the electrical conduction of rechargeable batteries, as well as strengthen and add durability to diamond and machine cutting tools and drilling equipment. The Specialty Chemicals segment offers electronic chemicals for the printed circuit board, memory disk, general metal finishing, electronic packaging and finishing, and photovoltaic markets. This segment also provides advanced organics comprising additives and driers for paints, and printing inks; rubber adhesion promoters for tires; composite and other catalysts for chemicals; and fuel oil additives, lubricants, and grease additives. In addition, it offers ultra pure chemicals used in the manufacture of electronic and computer components, such as semiconductors, wafers, and liquid crystal displays; and photo-imaging masks, including high-purity quartz or glass plates containing precision, microscopic images of integrated circuits; and reticles for the semiconductor, optoelectronics, and microelectronics industries under the Compugraphics brand name. The Battery Technologies segment provides battery products, primary and secondary batteries, battery management systems, battery chargers, and energetic devices for defense applications; primary and secondary batteries for satellites, aircraft, and the packaging of cells; and miniature batteries to power implantable medical devices. The company was founded in 1991 and is headquartered in Cle veland, Ohio.

Advisors' Opinion:

• [By Brian Pacampara]

  What: Shares of specialty chemical company OM Group (NYSE: OMG  ) climbed 14% today after its quarterly results easily topped Wall Street expectations.

• [By Laura Brodbeck]

  Friday

  Earnings Expected From: Chevron Corporation (NYSE: CVX), OM Group, Inc. (NYSE: OMG), Public Storage (NYSE: PSA) Economic Releases Expected: �US ISM manufacturing index, Canadian manufacturing PMI, British manufacturing PMI, Norwegian unemployment rate

  Posted-In: Bank Of England Federal ReserveNews Eurozone Commodities Previews Global Economics Federal Reserve After-Hours Center Markets Trading Ideas Best of Benzinga

10 Best Canadian Stocks To Own Right Now: DCP Midstream Partners LP (DPM)

DCP Midstream Partners, LP, together with its subsidiaries, engages in gathering, compressing, treating, processing, transporting, storing, and selling natural gas in the United States. It also transports, stores, and sells propane in wholesale markets; and produces, fractionates, transports, stores, and sells natural gas liquids (NGLs) and condensate. The company operates in three segments: Natural Gas Services, Wholesale Propane Logistics, and NGL Logistics. The Natural Gas Services segment operates Northern Louisiana system that gathers, process, and transports natural gas; Southern Oklahoma system; Colorado system; Wyoming system that covers 1,300 miles of natural gas gathering pipelines that cover approximately 4,000 square miles in the Powder River Basin in Wyoming; and Michigan system. It also operates Discovery system, East Texas system, and Southeast Texas system. The Wholesale Propane Logistics segment owns and operates a propane marine import terminal; a leased propane marine terminal; a propane pipeline terminal; and six propane rail terminals, as well as access to several open access pipeline terminals. This segment sells its propane to retail propane distributors. The NGL Logistics segment operates Seabreeze and Wilbreeze NGL transportation pipelines, the Wattenberg NGL transportation pipeline, the Black Lake interstate NGL pipeline, and the NGL storage facility in Marysville, Michigan. DCP Midstream Partners, LP was founded in 2005 and is based in Denver, Colorado.

10 Best Canadian Stocks To Own Right Now: Credit Suisse Group(CS)

Credit Suisse Group AG, together with its subsidiaries, operates as a financial services company. The company operates in three segments: Private Banking, Investment Banking, and Asset Management. The Private Banking segment offers advisory services and a range of wealth management solutions, including pension planning, life insurance products, tax planning, and wealth and inheritance advice for the high-net-worth and ultra-high-net-worth individuals. This segment also supplies banking products and services to affluent, high-net-worth and ultra-high-net-worth clients, and corporates and institutions. The Investment Banking segment provides investment banking and securities products and services to corporations, governments, pension funds, and institutions. Its products and services include debt and equity underwriting, sales and trading, mergers and acquisitions advice, divestitures, corporate sales, restructuring, and investment research. The Asset Management segment offe rs integrated investment solutions and services to institutions, governments, foundations and endowments, corporations, and individuals. It provides access to a range of investment classes across alternative investment, asset allocation, and traditional investment strategies. The company operates in Switzerland, Europe, the Middle East, Africa, the Americas, and the Asia Pacific. Credit Suisse Group AG was founded in 1856 and is headquartered in Zurich, Switzerland.

Advisors' Opinion:

• [By Rich Smith]

  Nearly a year into a much-ballyhooed program to right its ship and save its business, the company's still losing money and burning cash like mad. Four months after negotiating a financial lifeline from Goldman Sachs (NYSE: GS  ) and Credit Suisse (NYSE: CS  ) -- bankers who, if you ask me, would be just as happy to see Alcatel fail and forfeit its patent portfolio -- the company's just piling more debt atop an already top-heavy debt load.

• [By Eric Volkman]

  The partnership was brought to market by book-running managers JPMorgan Chase unit J.P. Morgan, Bank of America's (NYSE: BAC  ) Merrill Lynch, Credit Suisse (NYSE: CS  ) ,�Citigroup (NYSE: JPM  ) , Barclays, Morgan Stanley, Royal Bank of Canada's (NYSE: RY  ) RBC Capital Markets, and the securities arm of Deutsche Bank (NYSE: DB  ) .

• [By Sofia Horta e Costa]

  Axa SA (CS) climbed 1.6 percent to 13.93 euros after the Paris- based insurer agreed to sell a U.S. unit to Protective Life Corp. for $1.06 billion. Axa is selling Mony Life Insurance Co. and transferring some obligations to Birmingham, Alabama-based Protective, the companies said today in separate statements.