Top 5 Quality Companies To Watch In Right Now

Retailers are increasingly worried about the holiday spending season. And so is Wall Street.

But investors ��whether they��e been naughty or nice ��can reap profits in the retail sector even if holiday spending is sluggish.

Wall Street is once again clueless when it comes to gauging the spending of American consumers. During the Great Recession they missed the birth of a new spending pattern ��I call it ���he New Frugal�����and they are about to do it again.

This new spending pattern means Americans, whether spending less, more�or the same as last year,�are diverting their�spending to buy fewer items of higher quality for the gift season. They��l buy quality brands and items from Apple (AAPL), Coach (COH), Ralph Lauren (RL) and Williams Sonoma (WSM).� These retailers will benefit.

There is too much money to be made when cognitive dissonance on Wall Street creates opportunities for those who invest ��literally ��and shop with their eyes open.

Top 5 Quality Companies To Watch In Right Now: Actavis Inc (ACT)

Actavis, Inc., formerly Watson Pharmaceuticals, Inc., incorporated on February 1, 1985, is a integrated global specialty pharmaceutical company engaged in the development, manufacturing, marketing, sale and distribution of generic, branded generic, brand, biosimilar and over-the-counter (OTC) pharmaceutical products. The Company also develops and out-licenses generic pharmaceutical products primarily in Europe through its Medis third-party business. The Company operates in three segments: Actavis Pharma, Actavis Specialty Brands and Anda Distribution. On January 23, 2013, the Company completed the acquisition of Uteron Pharma SA. On October 29, 2012, the Company sold its Rugby OTC pharmaceutical products and trademarks to The Harvard Drug Group, L.L.C. On January 24, 2012, the Company completed the acquisition of Ascent Pharmahealth Ltd.

Actavis Pharma Segment

Actavis Pharma Segment is engaged in the development, manufacturing and sale of generic, branded generic and OTC pharmaceutical products. The Company�� portfolio of generic products includes products it has developed internally and products licensed from and distributed for third parties. The Company sells its generic prescription products primarily under the Watson Laboratories, Watson Pharma and Actavis Pharma labels, and its over-the-counter generic products under private label.

Actavis Specialty Brands Segment

The Company markets a number of branded products to physicians, hospitals, and other markets that it serves. The Company classifies these trademarked products as its brand pharmaceutical products. In April 2012, it launched Gelnique 3% (oxybutynin), a clear, odorless topical gel. Gelnique 3% was obtained through an exclusive licensing agreement with Antares. The Company�� promoted products are Rapaflo, Gelnique, Trelstar, Androderm, Generess Fe and Crinone. The Company�� Actavis Specialty Brands segment also receives other revenues consisting of co-promotion revenue and royaltie! s.

Anda Distribution Segment

The Company Anda Distribution business primarily distributes generic and selected brand pharmaceutical products, vaccines, injectables and over-the-counter medicines to independent pharmacies, alternate care providers (hospitals, nursing homes and mail order pharmacies), pharmacy chains and physicians��offices. In addition, it sells to members of buying groups, which are independent pharmacies that join together to enhance their buying power. As of December 31, 2012, the Company distributes products from its facilities in Weston, Florida, Groveport, Ohio, and Olive Branch, Mississippi, as well as a small volume of product from Puerto Rico.

The Company competes with Teva Pharmaceutical Industries, Ltd., Mylan Inc., Sandoz, Inc, McKesson Corporation, AmerisourceBergen Corporation, Cardinal Health, Inc.,

Advisors' Opinion:

• [By Jake L'Ecuyer]

  Equities Trading UP
  Forest Laboratories (NYSE: FRX) shot up 29.85 percent to $92.70 after Actavis (NYSE: ACT) announced its plans to buy Forest Labs for $25 billion. Analysts at Morgan Stanley upgraded Forest Labs from Equal-Weight to Overweight.

• [By Victor Selva]

  Lastly, Actavis PLC (ACT) occupied the third place in Apex's portfolio by the end of the quarter. The firm is a $32 billion market cap specialty pharmaceutical company. This stock was added to the fund麓s portfolio in the last quarter, and is Apex's largest new buy of the period. Its shares are currently valued at $52.1 million.

• [By Steve Sears]

  New stocks in what Goldman calls the “Hedge Fund VIP list,”�include Actavis (ACT), Baidu (BIDU), Berkshire Hathaway (BRK.B), Crown Castle International (CCI), Entergy Louisiana (ELB), �Equinix (EQIX), Facebook (FB), Fleetcor Technologies (FLT), W.R. Grace (GRA), MetLife (MET), Macquarie Infrastructure (MIC), Micron (MU), Time Warner Cable (TWC), and Time Warner (TWX).

• [By MONEYMORNING]

  Most of that value has come from a few large transactions, notably Valeant Pharmaceutical Intl Inc.'s (NYSE: VRX) $8.7 billion acquisition of Bausch + Lomb, and Actavis PLC's (NYSE: ACT) $8.5 billion purchase of Warner Chillcott PLC.

Top 5 Quality Companies To Watch In Right Now: Endesa SA (ELE.MC)

Endesa SA is a Spain-based holding company engaged in the energy sector. The Company is primarily involved in the generation, distribution and supply of energy from different sources, such as gas, cogeneration and renewables. It also generates, distributes and supplies electricity. The Company is also engaged in real estate operations as well as coal mining. Its business is divided into four lines: Electricity, Gas, Cogeneration and renewables; as well Other activities. The Company operates in such countries as Spain, Portugal, Chile, Brazil, Colombia, Peru, Argentina, Morocco and China, among others. The Company operates a number of subsidiaries worldwide. The Company is a member of Enel Group. Advisors' Opinion:

• [By Anna Prior]

  Cheniere Energy Inc.(LNG) said Spanish energy company Endesa SA(ELE.MC) agreed to purchase about 1.5 million tons a year of liquified natural gas from the Houston-based company’s planned Corpus Christi export operations. The agreement is for 20 years from the first commercial delivery, which is expected to start as soon as 2018. Shares edged up 2.4% to $58.99 premarket.

Hot Solar Stocks To Own Right Now: China TechFaith Wireless Communication Technology Limited(CNTF)

China Techfaith Wireless Communication Technology Limited, together with its subsidiaries, operates as an original developed products provider that is focused on the original design and sale of mobile phones in the People's Republic of China and internationally. Its original developed products include multimedia phones, and dual mode dual card handsets of multiple wireless technology combinations; Windows-based smartphones and Pocket PC phones; and handsets with interactive online gaming and professional game terminals with phone functionality. The company also provides gaming content to the motion, mobile, and online PC gaming markets through its Web sites. In addition, it develops Middleware Application MMI/UI software packages on 2G/2.5G, 3G, and 3.5G communication technologies. The company was founded in 2002 and is based in Beijing, the People's Republic of China.

Advisors' Opinion:

• [By Bryan Murphy]

  When traders think of exciting story stocks, China Techfaith Wireless Comm. Tech. Ltd (NASDAQ:CNTF) probably doesn't show up on anybody's list. The maker of mobile handsets doesn't exactly have the same kind of market share that, say an Apple (AAPL) or a Samsung might enjoy, and probably won't anytime soon. Yet, there's something about CNTF that's compelling enough to merit taking a shot on heading into 2014.

Top 5 Quality Companies To Watch In Right Now: Simplicity Bancorp Inc (SMPL)

Simplicity Bancorp Inc., formerly K-Fed Bancorp, is a federally-chartered stock holding company. K-Fed Bancorp is a wholly owned subsidiary of K-Fed Mutual Holding Company (the MHC), a federally-chartered mutual holding company. K-Fed Bancorp operates through its subsidiary, Kaiser Federal Bank (the Bank), a federally chartered stock savings bank, which provides retail and commercial banking services to individuals and business customers from its nine branch and financial service center locations throughout California. The Bank is a community-oriented financial institution offering a variety of financial services. The Bank�� principal business activity consists of attracting retail deposits from the general public and originating primarily loans secured by first mortgages on owner-occupied one-to-four family residences and multi-family residences located in its market area and, to a lesser extent, automobile and other consumer loans. Its revenues are derived principally from interest on loans and mortgage-backed and related securities. It also generates revenue from service charges and other income. The Bank offers a variety of deposit accounts having a range of interest rates and terms, which generally include savings accounts, money market accounts, demand deposit accounts and certificate of deposit accounts with varied terms ranging from 90 days to 5 years.

Lending Activities

The Bank originates consumer loans, primarily automobile loans. As of June 30, 2010, its net loan portfolio totaled $758 million, which constituted 87.4% of its total assets. As of June 30, 2010, the Bank�� first lien one-to-four family residential mortgage loans totaled $335.6 million, or 43.5%, of its gross loan portfolio. It originates one-to-four family mortgage loans on a fixed rate and adjustable rate basis. As of June 30, 2010, the Bank�� one-to-four family adjustable rate mortgage loan portfolio totaled $58.6 million, or 7.6% of its gross loan portfolio. As of June 30, 2010, the fixed r! ate one-to-four family mortgage loan portfolio totaled $276.9 million, or 35.9% of its gross loan portfolio. Included in non-accrual loans at June 30, 2010, were $2.9 million in adjustable rate one-to-four family mortgage loans and $21.9 million in fixed rate one-to-four family mortgage loans.

The Bank also offers multi-family residential real estate loans. These loans are secured by real estate located in its primary market areas, within the state of California. As of June 30, 2010, multi-family residential loans totaled $278.4 million, or 36.1%, of its gross loan portfolio, and consists of 415 loans outstanding with an average loan balance of approximately $670,000. It offers a variety of secured consumer loans, including home equity lines of credit, new and used automobile loans, and loans secured by savings deposits. It also offers a limited amount of unsecured loans. At June 30, 2010, the Bank�� consumer loan portfolio, exclusive of automobile loans, totaled $13.8 million, or 1.8%, of its gross loan portfolio.

Investment Activities

The Bank is authorized to invest in various types of liquid assets, including the United States Treasury obligations, securities of various federal agencies, certain certificates of deposit of insured banks and savings institutions, certain bankers��acceptances, repurchase agreements and federal funds. At June 30, 2010, the Bank�� investment portfolio totaled $6 million and consisted principally of investment grade collateralized mortgage obligations and mortgage-backed securities. It invests in mortgage-backed securities insured or guaranteed by Federal National Mortgage Association (Fannie Mae), Federal Home Loan Mortgage Corporation (Freddie Mac) or Government National Mortgage Association (Ginnie Mae). As of June 30, 2010, it also had an investment in an affordable housing fund totaling $1.2 million.

Sources of Funds

The Bank�� sources of funds are deposits, payment of principal and interest ! on loans,! interest earned on or maturity of investment securities, borrowings, and funds provided from operations. It offers a variety of deposit accounts to consumers with a range of interest rates and terms. Its deposits consist of time deposit accounts, savings, money market and demand deposit accounts. The Bank�� borrowings consist of advances from the Federal Home Loan Bank of San Francisco. It may obtain advances from the Federal Home Loan Bank of San Francisco upon the security of its mortgage loans and mortgage-backed securities. As of June 30, 2010, the Bank had $137 million in Federal Home Loan Bank advances outstanding. At June 30, 2010, it had available additional advances from the Federal Home Loan Bank (FHLB) of San Francisco in the amount of $219.1 million.

Advisors' Opinion:

• [By Tim Melvin]

  HBCP stock is trading at 94% of book value and is very attractive at the current price.

  Simplicity Bancorp (SMPL)

  Simplicity Bancorp (SMPL) in Covina, Calif., started out decades ago as a credit union for employees of the Kaiser Foundation Hospital. It has since grown to a nine-branch bank with $834 million in assets. SMPL had its conversion IPO back in 2010, and is an extremely attractive takeover target right now. The bank’s equity-to-asset ratio is 16, and nonperforming assets are less than 2% of the total, so that’s a solid financial condition to be in.

Top 5 Quality Companies To Watch In Right Now: LG Display Co Ltd (LPL)

LG Display Co., Ltd. (LG Display), incorporated in 1985, manufactures thin-film transistor liquid crystal display (TFT-LCD) panels in a range of sizes and specifications primarily for use in televisions, notebook computers and desktop monitors, and the Company is a suppliers of high-definition television panels. The Company also manufactures TFT-LCDs for other application products, such as mobile phones, certain types of tablet personal computers and industrial and other applications, including entertainment systems, automotives, portable navigation devices, e-books, digital photo displays and medical diagnostic equipment. During the year ended December 31, 2010, LG Display sold a total of 160.4 million large-size (nine-inch or larger) TFT-LCD panels. In addition to TFT-LCD panels, the Company also manufactures organic light-emitting diode (OLEDs) and flexible displays. As of March 31, 2011, the Company held a total of 15,049 patents, including 6,724 in Korea and 8,325 in other countries, including in the United States, China, Japan, Germany, France, Great Britain and Taiwan.

In May 2010, the Company purchased the liquid crystal display module division of LG Innotek Co., Ltd. (LG Innotek), a subsidiary of LG Electronics. In June 2010, the Company entered into a joint venture agreement with Iriver Ltd. to establish L&I Electronic Technology (Dongguan) Ltd. in Dongguan, China. In August 2010, the Company entered into a joint venture agreement with Everlight Electronics Co., Ltd. and AmTRAN Technology Co., Ltd., to establish Eralite Optoelectronics (Jiangsu) Co., Ltd.

As of December 31, 2010, the Company operated 12 panel fabrication facilities (five in Paju, Korea and seven in Gumi, Korea, and including expansions of certain facilities) and a total of nine module facilities (three in Nanjing, China, two in Guangzhou, China and one each in Gumi and Paju, Korea, Yantai, China and Wroclaw, Poland). In 2010, its display panels were included in products sold by LG Electronics, Appl! e, Toshiba, Dell, Hewlett-Packard, Philips Electronics.

Televisions

The Company�� television panels range from 15 inches to 72-inch wide-format in size. The Company�� product portfolio includes panels of various sizes, such as 17-inch, 19-inch, 20-inch, 22-inch, 26-inch, 32-inch, 37-inch, 42-inch, 47-inch and 55-inch panels.As of december 31, 2010, 32-inch, 37-inch, 42-inch and 47-inch wide-format panels consists of principal products in this category in terms of sales revenue and sales volume.

Desktop Monitors

The Company�� desktop monitor display panels range from 15 inches to 30-inch wide-format in size in a variety of display resolutions and formats. In 2010, 19-inch and 21.5-inch display panels were its principal products in terms of sales revenue and sales volume in this category.

Notebook Computers

The Company�� display panels for notebook computers range from seven inches to 20.1-inch wide-format in size in a variety of display formats. In 2010, 15.6-inch, 9.7-inch and 14-inch panels were its principal products in this category.

Mobile and Other Applications

The Company�� product portfolio also includes panels for mobile and other applications, which utilize a wide array of display panel sizes, including mobile phones, certain types of tablet personal computers and industrial and other applications, including entertainment systems, automotives, portable navigation devices, e-books, digital photo displays and medical diagnostic equipment. TFT-LCD panels that are nine inches and smaller are referred to as small and medium-size panels, with those smaller than four inches being considered small-size panels. In 2010, sales of small-size panels constituted a significant majority in terms of both sales revenue and sales volume in the mobile and other applications category. Some of the panels the Company produces for industrial products, such as medical diagnostic equipment.

T! he Compan! y competes with Samsung Electronics, Samsung Mobile Display and Hydis Technologies, AU Optronics, Chimei Innolux, Chunghwa Picture Tubes, HannStar, Sharp, Hitachi, TMDisplay, Mitsubishi, IPS-Alpha, SAVIC, Infovision and BOE-OT.

Advisors' Opinion:

• [By Steve Symington]

  Another long-term licensing deal
  Next,�I think it's safe to assume a similar long-term deal will be signed in 2014 with LG Display (NYSE: LPL  ) .

• [By Simon Erickson]

  Organic LED televisions were one of the hottest topics at the Consumer Electronics Show in Las Vegas last week. LG (NYSE: LPL  ) gave a sneak peek of its three new OLED sets that will hit the market in 2014 -- coming with screen sizes of 55, 65, and even 77 inches! OLED televisions are brighter, thinner, and more cost-efficient than other technologies. Watching movies at home might never be the same.