Top 10 Forestry Stocks To Own Right Now

Pimco's Bill Gross argues that credit isn't growing fast enough to support robust growth.

NEW YORK (CNNMoney) In the modern economy, credit is king, according to Pimco's Bill Gross.

In a monthly investment outlook filled with swine and pot references (more on that later), the bond chief argues that credit isn't being created quickly enough to support the rosy growth forecasts for the economy and financial markets.

The reasons? A shrinking government deficit means the government is no longer as big a source of credit. The Federal Reserve is also scaling back on its monthly bond purchases. And Gross does not think the private sector is picking up the slack.

"...as credit goes, so go the markets, one might legitimately say, and I do most emphatically say that!," Gross wrote.

Best Sliver Stocks To Watch Right Now: Ares Capital Corp (ARCC)

Ares Capital Corporation (Ares Capital), incorporated on April 16, 2004, is a specialty finance company, which is a closed-end, non-diversified management investment company. The Company�� wholly owned subsidiaries and vehicles managed or sub-managed by its wholly owned portfolio company, Ivy Hill Asset Management, L.P. (IHAM). It is externally managed by its investment adviser, Ares Capital Management LLC (Ares Capital Management or its investment adviser), a wholly owned subsidiary of Ares Management LLC (Ares Management), a global alternative asset manager. Ares Operations LLC (Ares Operations or administrator), its administrator, a wholly owned subsidiary of Ares Management, provides the administrative services. It invests in United States middle-market companies. It invests in first and second lien senior loans and mezzanine debt, which in some cases includes an equity component. It also makes preferred and/or common equity investments.

The Company�� portfolio company, IHAM, manages 10 unconsolidated credit vehicles and sub-manages or sub-advises four other unconsolidated credit vehicles (these vehicles managed or sub-managed/sub-advised by IHAM). It has also made direct investments in securities of certain of these vehicles. Ares Management�� (Ares) finance activities include the origination, acquisition and management of senior loans, bonds, mezzanine debt and special situation investments. Ares' private equity activities focus on providing flexible, junior capital to middle-market companies.

The Company has an investment portfolio of first and second lien loans, mezzanine debt and equity investments in private middle-market companies. The Company and General Electric Capital Corporation and GE Global Sponsor Finance LLC (GE) co-invest through the Senior Secured Loan Fund LLC, which operates using the name Senior Secured Loan Program. As of December 31, 2011, the Senior Secured Loan Program (SSLP) consisted of a portfolio of loans to 32 different borrowers and th! e portfolio companies in the SSLP are in industries similar to the companies in Ares Capital's portfolio. It also makes preferred and/or common equity investments. It makes senior secured loans in the form of first and/or second lien loans. Its first and second lien loans have terms of three to 10 years. The list of the industries, in which it has invested include aerospace and defense, business services, consumer products, containers and packaging, education, energy, environmental services, financial services, food and beverage, healthcare services, investment funds and vehicles, manufacturing, restaurant and food services, retail, and telecommunications. It has made investments in its portfolio company, IHAM, which manages 10 unconsolidated credit vehicles: Ivy Hill Middle Market Credit Fund, Ltd. (Ivy Hill I), Ivy Hill Middle Market Credit Fund II, Ltd. (Ivy Hill II), Ivy Hill Middle Market Credit Fund III, Ltd. (Ivy Hill III), Ivy Hill Senior Debt Fund, L.P. and related vehicles (Ivy Hill SDF and, together with Ivy Hill I, Ivy Hill II and Ivy Hill III, the Ivy Hill Funds); Knightsbridge CLO 2007-1 Limited, Emporia Preferred Funding I, Ltd., Emporia Preferred Funding II, Ltd. and Emporia Preferred Funding III, Ltd. (collectively, the Emporia Funds), and Ares Private Debt Strategies Fund II, L.P. and Ares Private Debt Strategies Fund III, L.P. (collectively, the PDS Funds). In addition, IHAM serves as the sub-adviser/sub-manager for four others: CoLTS 2005-1 Ltd., CoLTS 2005-2 Ltd. and CoLTS 2007-1 Ltd. (collectively, the CoLTS Funds), and FirstLight Funding I, Ltd. (FirstLight).

Advisors' Opinion:

• [By Eric Volkman]

  Ares Capital (NASDAQ: ARCC  ) now has a new man in the chief executive's office. The business development company has tapped Michael Arougheti to be its CEO, in addition to a raft of other high-level appointments.

Top 10 Forestry Stocks To Own Right Now: Lehigh Gas Partners LP (LGP)

Lehigh Gas Partners LP, incorporated on December 2, 2011, is engaged in the wholesale distribution of motor fuels, consisting of gasoline and diesel fuel, and to own and lease real estate used in the retail distribution of motor fuels. It generates revenues from the wholesale distribution of motor fuels to gas stations, truck stops and toll road plazas, which it refers to as sites, and from real estate leases. It generates cash flows from the wholesale distribution of motor fuels by charging a per gallon margin. Its supply agreements with lessee dealers have three-year terms, and its supply agreements with independent dealers generally have 10-year terms. In May 2011, the Company acquired from Motiva Enterprises, LLC (Motiva) a total of 26 Shell Oil Company branded gas stations and convenience stores (Shell Locations) located in New Jersey and also acquired 56 wholesale fuel supply agreements. In September 2013, the Company announced that it has completed asset acquisition in the Knoxville, Tennessee region from Rocky Top Markets, LLC and Rocky Top Properties, LLC.

The Company generates cash flows from rental income by collecting rent from lessee dealers and Lehigh Gas-Ohio, LLC (LGO) pursuant to lease agreements. During the year ended December 31, 2011, it distributed approximately 561 million gallons of motor fuels to 570 sites. In addition, it has agreements requiring the operators of these sites to purchase motor fuels from it. As of December 31, 2011, it distributed motor fuels to the classes of businesses, including 185 independent dealers; 181 sites owned or leased by it and that will be operated by LGO following the closing of this offering; 134 sites owned or leased by it and operated by lessee dealers; and 70 sites distributed through six sub-wholesalers. In May 2012, the Company entered into a master lease agreement to lease 120 sites from an affiliate of Getty Realty Corp. Of the 120 sites, 74 are located in Massachusetts, 22 are located in New Hampshire, 15 are located in Pen! nsylvania and nine are located in Maine. The Company is focused on owning and leasing sites located in metropolitan and urban areas. It owns and leases sites located in Pennsylvania, New Jersey, Ohio, New York, Massachusetts, Kentucky, New Hampshire and Maine.

Wholesale Motor Fuel Distribution

The Company purchases branded and unbranded motor fuel from integrated oil companies, refiners and unbranded fuel suppliers. It distributes motor fuel to lessee dealers, independent dealers, LGO and sub-wholesalers. The Company is a distributor of brands of motor fuel, as well as unbranded motor fuel. During the year ended December 31, 2011, it distributed approximately 561 million gallons of motor fuel. It distributes motor fuel to lessee dealers and independent dealers under supply agreements. It provides credit terms to its lessee dealers and independent dealers, which are generally one to three days.

The Company distributes motor fuel to sub-wholesalers under supply agreements. Under its supply agreements, it agrees to supply a particular branded motor fuel or unbranded motor fuel to the sub-wholesaler. Motor fuels are sold to the sub-wholesalers at rack plus. It provides credit terms to its sub-wholesalers, which are one to three days. Branded motor fuels are purchased from integrated oil companies and refiners under supply agreements. During the year ended December 31, 2011, its wholesale business purchased approximately 46%, 23%, 22% and 5% of its motor fuel from ExxonMobil, BP Products North America, Inc. (BP), Shell Oil Company (Shell) and Valero respectively.

Real Estate

The Company owns or lease 315 sites located in Pennsylvania, New Jersey, Ohio, New York, Massachusetts and Kentucky. 186 of the sites it owns fee simple and 107 sites it leases from third-party landlords. Over 90% of its sites are located in metropolitan and urban areas. It derives its rental income from sites it owns or leases. It collects rent from the lessee dealers and! LGO purs! uant to lease agreements it has with the lessee dealers and LGO. All of its 186 owned sites are leased to lessee dealers or LGO. Its leases with the lessee dealers have three year terms. As of December 31, 2011, the average remaining lease term for owned sites it leases to lessee dealers was 1.8 years. As of December 31, 2011, it also leased 98 sites from third-parties and then sub-leased these sites to lessee dealers and LGO. As of December 31, 2011, the average remaining lease term for sites it leases from third-parties was 7.5 years. Its sub-leases with the lessee dealers have three-year terms. The average remaining sub-lease term for sites it sub-lease to lessee dealers is 4.2 years.

The rental income the Company earns from sites it owns or leases include rental income associated with the personal property located on these sites, such as motor fuel pumps. It sells sites, which it owns and then leases the sites back from the buyer. It refers to these transactions as sale-leasebacks. In these sale-leaseback transactions, it retains the environmental liabilities associated with the site. As of December 11, 2012, the Company leased 22 sale-leaseback sites. As of December 31, 2011, the average remaining lease term of these sale-leaseback sites was 17.5 years. It sub-leases its sale-leaseback sites to lessee dealers and LGO. Its sub-leases with the lessee dealers have three-year terms. As of December 31, 2011, the average remaining sub-lease term for sites it sub-lease to lessee dealers was 2.1 years. As of December 31, 2011, the Company owned 186 sites.

Advisors' Opinion:

• [By Robert Rapier]

  Non-traditional MLPs like Susser and Lehigh Gas Partners (NYSE: LGP) have risks and opportunities that are different from the midstream mainstream. Such MLPs can provide some diversification from the midstream MLPs that make up the bulk of the space, with less commodity and execution risk than most upstream partnerships. On the other hand, they are unlikely to have the same potential upside and growth opportunities as most midstream names. I might consider Susser as part a broader portfolio of MLPs, but it wouldn’t be a core holding in my own portfolio.

• [By Garrett Cook]

  Lehigh Gas Partners LP (NYSE: LGP) shares shot up 25.80 percent to $32.69 after CST Brands (NYSE: CST) announced its plans to acquire Lehigh Gas GP LLC, the general partner of Lehigh Gas Partners LP. Lehigh Gas Partners also reported its financial results for the second quarter.

Top 10 Forestry Stocks To Own Right Now: Morvest Business Group Ltd (MOR)

Morvest Business Group Limited (Morvest) is a South Africa-based company. The company is an outsourcing and technology services and solutions company. The Company operates in three segments: Business Support Services focuses on consulting professional services and outsourcing services; ICT Solutions focuses on the application implementation and infrastructure services and Retail and Consumer Services, which is engaged in renders management services to the Company. As of May 31, 2012, the Company�� subsidiaries include, Morvest Shared Services (Pty) Limited, Foster Melliar (Pty) Limited, Morvest Human Capital Management (Pty) Limited, Morvest Professional Services (Pty) Limited, ITQ Business Solutions Group (Pty) Limited, Morvest Information Communication and Technology Limited and Morvest Mithratech (Pty) Limited. Advisors' Opinion:

• [By Holly LaFon]

  MorphoSys (MOR) is a German biotechnology company with proprietary technology to develop human antibodies for specific diseases. Over the quarter, the company signed two licensing deals (with GlaxoSmithKline PLC and Celgene Corp., not held by the fund) for its proprietary compounds, providing outside validation for its technology as well as upfront cash and future royalty payments.

Top 10 Forestry Stocks To Own Right Now: Coca-Cola Bottling Co. Consolidated(COKE)

Coca-Cola Bottling Co. Consolidated, together with its subsidiaries, engages in the production, marketing, and distribution of nonalcoholic beverages, primarily products of The Coca-Cola Company. The company offers sparkling beverages, such as energy drinks; and still beverages, including bottled water, tea, ready-to-drink coffee, enhanced water, juices, and sports drinks. It holds cola beverage agreements and allied beverage agreements, under which it produces, distributes, and markets sparkling beverage products of The Coca-Cola Company in certain regions. The company also distributes and markets still beverages of The Coca-Cola Company, such as POWERade, vitaminwater, and Minute Maid Juices To Go, as well as produces, distributes, and markets Dasani water products under still beverage agreements. In addition, it holds agreements to produce and market Dr Pepper. Further, the company distributes and markets various other products, including Monster energy productsand Sund rop, as well as its own products, such as Country Breeze tea, diet Country Breeze tea, and Tum-E Yummies, a vitamin C enhanced flavored drink, Bean & Body, and Simmer and Bazza energy tea. Additionally, it produces beverages for other Coca-Cola bottlers; and provides restaurants and other immediate consumption outlets with fountain products. The company sells and distributes its products directly to retail stores and other outlets, including food markets, institutional accounts, and vending machine outlets. It operates in North Carolina, South Carolina, south Alabama, South Georgia, middle Tennessee, western Virginia, and West Virginia. The company was founded in 1902 and is based in Charlotte, North Carolina.

Advisors' Opinion:

• [By Dan Dzombak]

  In the U.S., Coke announced that it will sell some of its internal bottling operations to its five U.S. independent bottlers: Coca-Cola Bottling Co. Consolidated (NASDAQ: COKE  ) , Coca-Cola Bottling Company United, Swire Coca-Cola USA, Coca-Cola Bottling Company High Country and Corinth Coca-Cola Bottling Works. No details were released, but the company did say it expects to close the deals in 2014.

• [By Jesse Solomon]

  Other bellwethers scheduled to report earnings this week include Coca-Cola (COKE), Johnson & Johnson (JNJ, Fortune 500), and General Electric (GE, Fortune 500).

Top 10 Forestry Stocks To Own Right Now: Bluforest Inc (BLUF)

Bluforest Inc., formerly Greenwood Gold Resources, Inc., incorporated on March 26, 2008, is a carbon offset credit trading company with land assets in South America. Global Environmental Investments Limited (GEIL) sold all of the rights and interests held by GEIL pursuant to the Acquisition Agreement, on March 30, 2012, to the Company regarding the Property, which consists of approximately 105,000 hectares. It consists of 100% of GEIL�� rights, title and interests in and to the timber, minerals, substances and the rights to receive from the Property, and 100% of the right, title and interests of GEIL in all existing oil, gas and/or mineral unitization, pooling and/or communization agreements, declarations, and/or orders and the properties covered or included in the units, which relate to the Property.

The Property consists of 100% of the right, title and interests of GEIL in all existing and agreements, including sales and sales related contracts, operating agreements and other agreements and contracts, which relate to Fundacion Nelson Velasco Aguirre (NVA), the Property or which relate to the exploration, development, operation or maintenance of the Property or the treatment, storage, transaction or marketing of production from or allocated to the Property. The 105,000 hectares also consists of 100% of the right, title and interests of GEIL in and to all materials, supplies, machinery, equipment, improvements, and other personal property and fixtures relating to the Property, and all wells, wellhead equipment, pumping units, flow lines, tanks, buildings, injection facilities, salt water disposal facilities, compression facilities, gathering systems and other equipment, all easements, rights-of-way, surface leases and other surface rights, all permits and licenses and all other appurtenances, used or held for use in connection with or related to the exploration, development, operation or maintenance of any of the Property.

Advisors' Opinion:

• [By Peter Graham]

  Small cap green stocks Eco-Tek Group Inc (OTCMKTS: ETEK) and BluForest Inc (OTCMKTS: BLUF) have been getting some attention lately thanks to some green���as in paid for promotions. Of course, there is nothing wrong with properly disclosed promotions, but one of these stocks happens to be getting a considerable amount of attention as its been the subject of numerous transactions. With that in mind, will investors see some green with these green small cap stocks? Here is a quick reality check:�

• [By Peter Graham]

  Small cap stocks BluForest Inc (OTCMKTS: BLUF), Dephasium Corp (OTCMKTS: DPHS) and IceWEB, Inc (OTCBB: IWEB) have been getting some attention for at least a few weeks now thanks to paid for promotional activity. Of course, there is nothing wrong with properly disclosed stock promotions, but one of these stocks also has a former shareholder who has filed a civil action against it alleging there is an illegal ��ump and dump��scheme going on. So what�� the whole story and more importantly, what will happen with these small cap stocks when the well from promoters eventually goes dry? Here is a closer look and a quick reality check:

• [By Peter Graham]

  What�� the Catch With Multi-Corp International Inc? According to various disclosures, no transactions have occurred to mention Multi-Corp International in various investment newsletters. Moreover, I am not seeing any recent news on the newswires about the company with the latest press release dating from late July about the posting of a blanket bond. However and as I noted in an earlier about BluForest Inc (OTCMKTS: BLUF), the company has been named in a Freedom of Information request with the SEC by George Sharp (of Pumps&Dumps.com) for all complaints filed against Jim Can. George apparently contends that Jim controls BluForest along with Multi-Corp International, but the former has recently won an injunction against the latter for ��lleged, completely false, defamatory claims and statements.��Otherwise, investors should be aware that Multi-Corp International�� most recent financials date from the end of September of last year ��meaning its investor beware until they get current.

Top 10 Forestry Stocks To Own Right Now: Coca Cola Femsa S.A.B. de C.V. (KOF)

Coca Cola FEMSA, S.A.B. de C.V. produces, markets, and distributes Coca-Cola trademark beverages and brands. It offers colas under Coca-Cola, Coca-Cola Light, and Coca-Cola Zero brands; flavored sparkling beverages under Aquarius Fresh, Chinotto, Crush, Fanta, Fresca, Frescolita, Hit, Kuat, Lift, Mundet, Quatro, Simba, and Sprite brands; water under Alpina, Brisa, Ciel, Crystal, Kin, Manantial, and Nevada brands; Aquarius, a flavored water; Hi-C, a juice-based beverage; and Powerade, an isotonic, as well as ready to drink tea products under Nestea and Matte Leao brands. The company also sells and distributes the Kaiser beer brand. It operates in Mexico, Central America, Colombia, Venezuela, Brazil, and Argentina. The company was founded in 1979 and is based in Mexico, Mexico. Coca-Cola FEMSA S.A.B de C.V. operates as a subsidiary of Fomento Economico Mexicano, S.A.B. de C.V.

Advisors' Opinion:

• [By Eric Volkman]

  Put another tick in the acquisition column for Coca-Cola FEMSA (NYSE: KOF  ) . The Mexico-based company, which says it is the largest bottler of Coca-Cola products on the planet, has signed a deal to acquire Brazilian peer Companhia Fluminense de Refrigerantes. The price is $448 million in cash.

Top 10 Forestry Stocks To Own Right Now: Compania Cervecerias Unidas S.A. (CCU)

Compa帽ia Cervecerias Unidas S.A., through its subsidiaries, produces, bottles, sells, and distributes beverages primarily in Chile, Argentina, and Uruguay. It offers super-premium, premium, medium-priced, and popular-priced brands of alcoholic and non-alcoholic beer under 12 proprietary brands and 4 licensed brands, such as Royal Guard; Royal Light; Heineken; Budweiser; Paulaner; Austral; Kunstmann; D'olbek; Cristal; Cristal Cero 0掳; Cristal Black Lager; Cristal Light; Escudo; Morenita; Lemon Stones; and Dorada brands. The company also produces and markets ultra-premium, reserve, varietal, and popular-priced wines under the brand families comprising Vi帽a San Pedro Tarapac谩, Vi帽a Santa Helena, Vi帽a Misiones de Rengo, Vi帽a Mar, Vi帽a Alta茂r, Bodega Tamar铆, Finca la Celia, and Vi帽a Leyda. In addition, it offers cider and spirits under the brand names of Real, La Victoria, Saenz Briones 1888, and El Abuelo; pisco, rum, and ready-to-drink cocktails under the Control C , Mistral, Campanario, Sierra Morena, Pisco Bauz谩 and Havana Club, Chivas Regal, and Absolut Vodka brand names; and home-made sweet snacks products under the Calaf, Natur, and Nutrabien brand names. Further, the company produces and sells tea; sports and energy drinks; carbonated beverages, including cola and non-cola, as well as non carbonated beverages; fruit juices; mineral water, sparkling and still water, purified water, and home and office delivery water products; and nectars. It serves small and medium sized retail outlets; retail establishments, such as restaurants, hotels, and bars for on-premise consumption; wholesalers; and supermarket chains. Compa帽ia Cervecerias Unidas S.A. also exports its products to Europe, Latin America, the United States, Canada, and others. The company was founded in 1850 and is based in Santiago, Chile. Compa帽ia Cervecerias Unidas S.A. is a subsidiary of Inversiones y Rentas S.A.

Advisors' Opinion:

• [By Patricio Kehoe] s largest brewer (with about 80% of the market�� share) and No. 2 in the Argentine market, behind Quilmes, which owns 75% of that market. With investment gurus Jim Simons (Trades, Portfolio) and Manning & Napier Advisors buying the company�� shares this past quarter, I believe this company�� business model is worth a deeper look.

  Running the Market

  As the only brewer in Chile with a nationwide distribution network, United Breweries benefits from significant economies of scale, in addition to its brand power. The company�� product portfolio not only features the Cristal beer brand, but also includes wine, spirits and company-owned non-alcoholic beverages. In addition to this, the firm benefits from licenses to sell PepsiCo Inc. (PEP) and Heineken beverages, while also importing Anheuser Busch Inbev SA (ADR) (BUD)�� Budweiser beer to Chile and Argentina. This strong market position has allowed the firm to generate excess returns on invested capital above 20%, making it an attractive investment.

  Furthermore, United Breweries��business model is focused on market expansion, and in 2013 the company raised 15% of its market capital (CLP 340 billion) in order to fun acquisitions in Paraguay and Argentina. This latter country has been particularly endorsing the firm�� growth, boosting 2006�� 16% market share to 23% in 2012. This raise is probably due to the CLP 27 billion that the brewer spent on capital expenditures in Argentina. Looking forward, the company is set on expanding its core businesses by targeting the non-alcoholic Argentine market, the Chilean snack and dairy industry, as well as expanding into nearby markets of Peru, Uruguay, Colombia or Ecuador. And although the risk of an overpayment for acquisitions remains, I believe the company�� cost advantage in serving the Southern region of Chile will allow for margins to stay intact.

  Valuation and Risks

  Nevertheless, United Breweries��market dominance in Chile t

• [By fedezaldua]

  After a couple of capital increases and what looks like a weak strategy for its growth in different South American countries, Chile's beer king Compania Cervecerias Unidas (CCU) – most commonly knows as CCU - is selling at a steep discount to its peers. In other words, being down by 23% year to date, I think it might be the time to start thinking of buying CCU's shares.  

• [By gurujx]

  United Breweries Co Inc (CCU) Reached $20.91

  The prices of United Breweries Co Inc (CCU) shares have declined to $20.91, which is 41.9% off the 3-year high of $34.91.