Top 5 Net Payout Yield Stocks To Own Right Now

Despite the fact that Cisco Systems Inc. (NASDAQ: CSCO) actually reported revenues in line with street expectations last week, the network giant guided fiscal first quarter 2014 below the consensus of $12.45 billion. Management was cautious in guidance even after a the book-to-bill ratio was over 1. Given Cisco�� tempered outlook, more cautious tone and heightened expectations throughout the supply chain (with valuations to match), the technology analysts at Oppenheimer look for semiconductor and component suppliers aligned with Cisco to trade lower. Here are the names that investors need to keep a close eye on.

Cavium Inc. (NASDAQ: CAVM) generates 18% of their revenue from their association with Cisco. While the company had solid earnings and beat analysts estimates, the coming quarters could prove more difficult. The Thomson/First Call price target is $39.50.

Applied Micro Circuits Corp. (NASDAQ: AMCC) also has a high single digit exposure to Cisco Systems. Applied Micro�� product portfolio and continued efforts to provide maximum consumer satisfaction have augmented its market position. The integrated offload engines and advanced PacketPro architecture offer quality service and security and performance to its customers. The consensus price target for the stock stands at $13.

Top Growth Stocks To Own Right Now: Anheuser-Busch InBev (BUD)

Anheuser-Busch InBev SA/NV, incorporated on August 2, 1977, is a brewing company. The Company produces, markets, distributes and sells a balanced portfolio of approximately 200 beer brands. These include global flagship brands Budweiser, Stella Artois and Beck��; multi-country brands, such as Leffe and Hoegaarden, and many local champions, such as Bud Light, Skol, Brahma, Quilmes, Michelob, Harbin, Sedrin, Klinskoye, Sibirskaya Korona, Chernigivske and Jupiler. The Company also produces and distributes soft drinks, particularly in Latin America. The Company operates in seven segments: North America, Latin America North, Latin America South, Western Europe, Central & Eastern Europe, Asia Pacific and Global Export & Holding Companies. On October 20, 2010, Companhia de Bebidas das Americas-AmBev (AmBev) and Cerveceria Regional S.A. closed a transaction pursuant, to which they combined their businesses in Venezuela, with Regional owning an 85% interest and AmBev owning the remaining 15% in the new company. On February 28, 2011, the Company closed a transaction with Dalian Daxue Group Co., Ltd and Kirin (China) Investment Co., Ltd to acquire a 100% equity interest in Liaoning Dalian Daxue Brewery Co., Ltd. The Company�� beer portfolio is divided into global, multi-country and local brands. Beer can be differentiated into the categories, such as premium brands; mainstream or core brands, and value, discount or sub-premium brands. The Company also has a presence in the soft drink market in Latin America through its subsidiary AmBev and in the United States through Anheuser-Busch Companies, Inc. (Anheuser-Busch). Soft drinks include both carbonated soft and non-carbonated soft drinks. Its soft drinks business includes both its own production and agreements with PepsiCo related to bottling and distribution. The brands that are distributed under these agreements are Pepsi, 7UP and Gatorade. AmBev has long-term agreements with PepsiCo whereby AmBev has the exclusive right to bottle, sell and distribute certain brands of PepsiCo�� portfolio of carbonated soft drinks in Brazil. In the United States, Anheuser-Busch also produces non-alcoholic malt beverage products, including O��oul�� and O��oul�� Amber, energy drinks and related products. In the United States, its indirect subsidiary, Metal Container Corporation, manufactures beverage cans at eight plants and beverage can lids at three plants for sale to its Anheuser-Busch beer operations and United States soft drink customers. Anheuser-Busch also owns a recycling business, which buys and sells used beverage containers and recycles aluminum and plastic containers; a manufacturer of crown liner materials for sale to its North American beer operations, and a glass manufacturing plant which manufactures glass bottles for use by its North American beer operations. Advisors' Opinion:

• [By Nicole Seghetti]

  Beer war beneficiary
  In mid-2012, Anheuser-Busch InBev (NYSE: BUD  ) agreed to sell its 50% stake in the Crown Imports joint venture to Constellation, giving Constellation complete control of Crown and rights for Grupo Modelo� (NASDAQOTH: GPMCY  ) brands in the U.S.

Top 5 Net Payout Yield Stocks To Own Right Now: Lee Enterprises Incorporated (LEE)

Lee Enterprises, Incorporated provides local news, information, and advertising services primarily in midsize or small markets in the United States. The company publishes 50 daily and 39 Sunday newspapers, 300 weekly newspapers and classified, and niche publications in 22 states; and provides retail, classified, digital, and national advertising services. It also provides digital infrastructure and digital publishing services for approximately 1,500 daily and weekly newspapers and shoppers. The company was founded in 1890 and is based in Davenport, Iowa.

Advisors' Opinion:

• [By Roberto Pedone]

  Another newspaper publishing player that looks ready to trigger a major breakout trade is Lee Enterprises (LEE), which is a provider of local news and information and a platform for advertising, in primarily midsize markets. This stock has been on fire so far in 2013, with shares up big by 154%.

  >>Hack Earnings Season With These Serial Surprisers

  If you take a look at the chart for Lee Enterprises, you'll notice that this stock is just starting to spike higher back above its 50-day moving average of $2.89 a share with strong upside volume. Volume already today has registered over 360,000 shares, which is quickly approaching its three-month average action of 399,735 shares. This move is quickly pushing shares of LEE within range of triggering a major breakout trade.

  Traders should now look for long-biased trades in LEE if it manages to break out above some near-term overhead resistance levels at $3.14 a share to its 52-week high at $3.20 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 399,735 shares. If that breakout hits soon, then LEE will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $4 to $5 a share.

  Traders can look to buy LEE off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $2.71 or at $2.60 a share. One could also buy LEE off strength once it takes out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

• [By Jeff Reeves]

  Newspapers are hardly a growth industry, but after such a horrible fall from grace, publisher Lee Enterprises (LEE) may be a decent investment once more.

• [By George Putnam]

  Lee Enterprises (LEE) is a publisher of regional newspapers. Like many in its sector, the company struggled with competition from the Internet, and it went through a short bankruptcy at the end of 2011.

• [By Mike Arnold]

  I look at Glacier as one part Lee Enterprises (LEE) (community newspapers), one part Daily Journal Corp. (DJCO) (business/trade publications) with a splash of web start up. If Glacier were a drink, it would make for a delectable cocktail. Instead, its shares make for compelling investment aperitif at current prices.

Top 5 Net Payout Yield Stocks To Own Right Now: EOG Resources Inc.(EOG)

EOG Resources, Inc., together with its subsidiaries, engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad and Tobago, the United Kingdom, and the People's Republic of China. As of December 31, 2010, its total estimated net proved reserves were 1,950 million barrels of oil equivalent (MMBoe), of which 386 million barrels (MMBbl) were crude oil and condensate reserves, and 152 MMBbl were natural gas liquids reserves; and 8,470 billion cubic feet (Bcf) or 1,412 MMBoe were natural gas reserves. The company held approximately 520,000 net acres in the mature oil window of the Eagle Ford Shale Play near San Antonio, Texas. EOG Resources, Inc. was founded in 1985 and is based in Houston, Texas.

Advisors' Opinion:

• [By Matthew DiLallo]

  An oil price spike could incentivize Bakken-based producers like Continental Resources (NYSE: CLR  ) and EOG Resources (NYSE: EOG  ) to drill even more wells than were planned. EOG, for example is planning to drill 53 Bakken wells this year and can continue that pace for the next dozen years. The company could simply quicken its pace. Similarly, Continental could boost its $3.6 billion capital spending plan and drill more wells this year.

• [By Arjun Sreekumar]

  He mentioned Continental Resources (NYSE: CLR  ) , EOG Resources (NYSE: EOG  ) , and Noble Energy (NYSE: NBL  ) as three similarly sized companies that look more attractive from a valuation standpoint. All three are likely to grow twice as fast as Anadarko, yet trade at comparable valuations in terms of debt-adjusted cash-flow multiples using 2015 cash flow estimates (7.6x, 6.1x and 7.2x for Continental, EOG, and Noble, respectively, as compared to�7.3x for Anadarko Petroleum).

Top 5 Net Payout Yield Stocks To Own Right Now: Iliad SA (ILIAF.PK)

Iliad SA is a France-based holding company active in the integrated telecommunications sector. The Company provides Internet access services, hosting services and others. Iliad SA is also focused on fixed-line telephony services and the provision of wireless fidelity (WiFi) cards, among several others. In addition, Iliad SA sells via Internet a range of insurance policies. As of December 31, 2012, the Company had a number of subsidiaries, which include Free SAS, Centrapel SAS, Freebox SAS, Telecom Academy SARL, Free Frequences SAS, Iliad 1 SAS, Iliad 2 SAS, Protelco SAS, IFW SAS, IRE SAS, Management Centre De Relation Abonne (MCRA), F Distribution SAS, and Centrapel SAS, among others. Its Fixe subsidiary is a landline business-provider of broadband Internet services. As of year-end 2012, the Company was active as a operator in more than 35 countries. Advisors' Opinion:

• [By Mike Arnold]

  I normally don't look at charts much, but comparing Orange to its competitors in the French telecommunications market is quite fascinating. As one can see, incumbents Bouygues (BOUYF.PK) and Vivendi (VIVHY.PK) (owner of SFR) saw similar price declines. The market, on the other hand, rapidly bid up the price of new entrant Iliad SA (ILIAF.PK), as a result of forecasts for Iliad to capture significant mobile market share (which it did, around 10%). The wide divergence in price relative to changes in underlying value favor going long the incumbents, including Orange. Because this time it's different.