10 Best Logistics Stocks To Watch Right Now

Cognizant Technology Solutions Corp (NASDAQ:CTSH) is ripping it up today. Shares of the technology stock are up more than 5% as we type thanks to an upgrade from Morgan Stanley.

The research house moved CTSH out of the "Equal Weight" column into the "Overweight" side of the ledger with a shiny new price-target of $60.00 ��19.5% upside to target as of this keystroke.

Cognizant provides information technology (IT), consulting, and business process services worldwide. The company operates in four segments: Financial Services, Healthcare, Manufacturing/Retail/Logistics, and Other.

[Related -Cognizant Technology Solutions Corp (CTSH): How Penetration Rates Are Faring?]

Morgan Stanley says of CTSH, "We upgrade Cognizant to Overweight and establish a $60 price target on accelerating recovery in discretionary spend highlighted in our leading indicator model. We believe upside is not embedded in expectations and see room for upward estimate revisions and share price movement heading into 2H14."

Hot Consumer Companies To Buy For 2016: Silver Bay Realty Trust Corp (SBY)

Silver Bay Realty Trust Corp., incorporated on June 29, 2012, is focused on the acquisition, renovation, leasing and management of single-family properties. The Company generates all of its revenue by leasing its portfolio of single-family properties.

As of September 30, 2012, the initial portfolio consisted of more than 2,540 single-family properties. As of September 30, 2012, Two Harbors owned a portfolio of approximately 1,660 single-family properties through its wholly owned subsidiary, Two Harbors Property Investment LLC. The Company is managed by PRCM Real Estate Advisers LLC.

Advisors' Opinion:

• [By Rich Duprey]

  Two Harbors had also issued a special dividend last quarter�to distribute the company's shares of Silver Bay Realty Trust (NYSE: SBY  ) .�It had received 17.8 million shares of Silver Bay stock in exchange for contributing its portfolio of over�2,200 single-family homes to Silver Bay, concurrent with the closing of Silver Bay's IPO in December of 2012.

• [By Sean Williams]

  Silver Bay Realty Trust (NYSE: SBY  ) -- up 200%
  Finally, Silver Bay Realty Trust, a renovation, leasing, and management company of single-family properties which it rents out, boosted its payout from $0.01 to $0.03 last quarter, which isn't half bad considering how recently the company was formed.

• [By Amanda Alix]

  2013 is starting off sweet for the hybrid REIT
  Despite missing earnings per share estimates by $0.03, Two Harbors managed to keep its net interest spread at 2.9%, with no decrease from the previous quarter. The trust took a hit on book value of $0.35 -- not too disappointing considering the special Silver Bay Realty (NYSE: SBY  ) dividend of $1.01 Two Harbors passed around with its own $0.32 payout, about six weeks ago.

10 Best Logistics Stocks To Watch Right Now: Blackrock Enhanced Equity Dividend Trust (BDJ)

BlackRock Enhanced Dividend Achievers Trust (the Trust) is a diversified closed-end management investment company. The Trust�� primary investment objective is to seek current income and current gains, with a secondary objective of long-term capital appreciation. The Trust seeks to achieve these objectives by investing in common stocks that pay above average dividends and have the potential for capital appreciation and by utilizing an option writing strategy to enhance distributions paid to the Trust�� shareholders.

Under normal market conditions, the Trust will invest at least 80% of its total assets in common stocks that are included in the universe of common stocks of issuers, which Mergent has determined are Dividend Achievers and options with exposure to such stocks. From time to time, the Trust may invest up to 20% of its total assets in investments without exposure to the Dividend Achievers universe. As part of its investment strategy, the Trust intends to employ a strategy of writing (selling) covered call and put options on individual common stocks, indices of securities, sectors of securities and baskets of securities.

Advisors' Opinion:

• [By Robert Hsu]

  Here are four to consider:

  PowerShares S&P 500 BuyWrite ETF (PBP), yielding 4.09%
  
  Madison/Claymore Covered Call & Equity Strategy (MCN), yielding 8.94%
  
  Nuveen Equity Premium Opportunity Fund (JSN), yielding 9.19%
  
  BlackRock Enhanced Dividend Achievers (BDJ), yielding 7.39%
  
  

  The yield on these funds is very attractive. Even more attractive is the fact that many buy-write funds actually are selling at a discount to their net asset value.

• [By Robert Hsu]
  Name Type of Security� Recommendation� Kinder Morgan Energy Partners L.P. (NYSE: KMP) � MLP August 15, 2013� TeeKay LNG Partners L.P.� (NYSE: TGP) � MLP September 16, 2013� PowerShares S&P 500 BuyWrite Portfol ETF� (NYSE Arca: PBP)� Buy-Write ETF September 30, 2013� Madison Covered Call Equity Strtgy Fd (NYSE: MCN)� Buy-Write ETF September 30, 2013� Nuveen Equity Premium Opportunity Fund (NYSE: JSN)� Buy-Write ETF September 30, 2013� BlackRockEnhanced Dividend Achievers Tr (NYSE: BDJ)� Buy-Write ETF September 30, 2013� Vornado Realty Trust � (NYSE: VNO)� Real Estate
  Investment
  Trust September 26, 2013�
  
  

  Robert Hsu is the editor of Permanent Wealth Investor and a former hedge fund portfolio manager at Wall Street powerhouse Goldman Sachs. He retired from Goldman at age 31. He since has come out of retirement to establish and preside over his money management firm, Absolute Return Capital Advisors. His retirement experience has given him his current mission: helping investors like you achieve their goal of comfortable retirement through profitable income strategies.

10 Best Logistics Stocks To Watch Right Now: comScore Inc.(SCOR)

comScore, Inc. provides a range of digital analytics solutions primarily in the United States, Europe, and Canada. The company offers its customers with information regarding usage of their online properties and those of their competitors, coupled with information on consumer demographic characteristics, attitudes, lifestyles, and offline behavior solutions through its digital media measurement platforms. Its digital media measurement platforms consist of proprietary databases and a computational infrastructure that measures, analyzes, and reports on digital activity. The company also provides audience analytics tools that measure the size, behavior, and characteristics of Internet users on PCs, mobile devices, and tablets, as well as insight into online advertising; and advertising analytics products, such as AdEffx, Media Planner 2.0, and Campaign Essentials, which provide solutions for developing, executing, and evaluating online advertising campaigns, as well as valida ted campaign essentials that provide intelligence regarding validated impressions. In addition, it offers Web analytics products and solutions, as well as Web analytics platform that integrates data from multiple sources, including Web, mobile, video, and social media interactions; and mobile and network analytics products, such as comprehensive market intelligence and network solutions to mobile carriers with information on network optimization and capacity planning, customer experience, and market intelligence. The company serves Internet service providers, investment banks, media and digital agencies, consumer banks, wireless carriers, pharmaceutical makers, credit card issuers, and consumer packaged goods companies. comScore, Inc. was founded in 1999 and is headquartered in Reston, Virginia.

Advisors' Opinion:

• [By Paul Ausick]

  Last year, online shoppers spent $1.46 billion on Cyber Monday according to data from comScore Inc. (NASDAQ: SCOR) and the research firm is projecting that total online spending for the 2013 holiday season will rise from $144 billion a year ago to $164 billion this year. That total includes only desktop PC shopping, and does not take into account traffic and sales from mobile devices like tablets and smartphones.

• [By DAILYFINANCE]

  Ross D. Franklin/APAmazon.com employee Hugh Johnson Jr. packs up a box at an Amazon.com warehouse earlier this month. Americans waited until the last minute to buy holiday gifts, but retailers weren't prepared for the spike in sales. Heavy spending in the final days of the mostly lackluster season sent sales up 3.5 percent between Nov. 1 and Tuesday, according to MasterCard Advisors SpendingPulse, which tracks payments but doesn't give dollar figures. Online shopping led the uptick, with spending up 10 percent to $38. 91 billion between Nov. 2 and Sunday, research firm ComScore (SCOR) said. "We always have last-minute Charlies, but this year even people who normally complete shopping earlier completed shopping later," said Marshal Cohen, chief retail analyst at market research firm NPD Group. The late surge caught companies off guard. UPS (UPS) and FedEx (FDX) failed to deliver some packages by Christmas due to a combination of poor weather and overloaded systems, leaving some unhappy holiday shoppers. Justin Londagin and his wife ordered their 7-year-old son a jersey of Russell Wilson of the Seattle Seahawks from NFL's website on Dec. 19. They paid $12.95 extra for two-day shipping to get it to their Augusta, Kan., home before Christmas, but it didn't arrive in time. "We had to get creative and wrote him a note from Santa to tell him that the jersey fell out of the sleigh and Santa will get it to him as soon as he could," he said. Amazon.com (AMZN) is offering customers with delayed shipments a refund on their shipping charges and $20 toward a future purchase. And other retailers such as Macy's said they are looking into the situation. The last-minute surge this year solidifies the increasing popularity of online shopping, which accounts for about 10 percent of sales during the last three months of the year. It also underscores the challenges that companies face delivering on the experience, particularly during the holiday shopping season that runs

• [By Paul Ausick]

  The data comes from the latest report on the U.S. smartphone market from comScore Inc. (NASDAQ: SCOR).

  On the operating system (platform) front, Apple gained 1.2% share in the three-month period to post a total of 41.8% of the platform market. Google Inc.�� (NASDAQ: GOOG) lost 0.3% share during the period, but continues to hold over half the platform market, with a 51.5% share. BlackBerry Ltd. (NASDAQ: BBRY) dropped 0.4% to post a 3.4% share, while Microsoft Corp. (NASDAQ: MSFT) lost 0.2% to post a 3.1% share.

10 Best Logistics Stocks To Watch Right Now: Sally Beauty Holdings Inc.(SBH)

Sally Beauty Holdings, Inc., through its subsidiaries, engages in the distribution and retail of professional beauty supplies primarily in North America, South America, and Europe. The company operates in two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment operates a chain of cash and carry retail stores that provide various third-party branded and exclusive-label professional beauty supplies, including hair color products, hair care products, hair dryers and hair styling appliances, skin and nail care products, and other beauty items to retail consumers and salon professionals. This segment sells various third-party brands, such as Clairol, Revlon, and Conair, as well as a selection of exclusive-label merchandise. The Beauty Systems Group segment distributes professional brands of beauty products directly to salons and salon professionals through its sales force and professional-only stores. This segment operates stores under the Co smoProf service mark. It sells a range of third-party brands, such as Paul Mitchell, Wella, Sebastian, Goldwell, Joico, and TIGI. As of September 30, 2011, the company operated a multi-channel platform of 4,128 company-owned stores, 181 franchised stores, and 1,116 professional distributor sales consultants in the United States, Puerto Rico, Canada, Mexico, Chile, the United Kingdom, Ireland, Belgium, France, Germany, and Spain. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.

Advisors' Opinion:

• [By Brad Thomas]

  Also, Chambers Street has proven that the company can create value by way of expansions. In my home town of Spartanburg, SC, Chambers Street recently expanded a 100,606 square foot facility leased to Sally Beauty Holdings (SBH). By increasing the overall space by 90,000 square feet, Chambers Street was able to extend the primary lease term (now expiring May 31, 2013) and generate an accretive 12% return on the $3.4 million expansion.

10 Best Logistics Stocks To Watch Right Now: (AUQ)

AuRico Gold Inc. engages in the exploration, development, and production of gold and silver projects and properties in Canada, Mexico, and Australia. Its principal property includes the Ocampo mine covering approximately 15,000 hectares located in Chihuahua State. The company was formerly known as Gammon Gold Inc. and changed its name to AuRico Gold Inc. in June 2011. AuRico Gold Inc. was founded in 1986 and is based in Toronto, Canada.

Advisors' Opinion:

• [By Garrett Cook]

  In trading on Wednesday, basic materials shares were relative leaders, up on the day by about 0.93 percent. Top gainers in the sector included Aluminum Corporation Of China (NYSE: ACH), AuRico Gold (NYSE: AUQ), and Coeur Mining (NYSE: CDE).

• [By Garrett Cook]

  In trading on Tuesday, basic materials shares were relative leaders, up on the day by about 0.13 percent. Top gainers in the sector included AuRico Gold (NYSE: AUQ), up 4.9 percent, and CF Industries Holdings (NYSE: CF), up 5.3 percent.

• [By Rich Duprey]

  Gold miner�AuRico Gold (NYSE: AUQ  ) announced today�its second-quarter dividend of $0.04 per share, the second dividend payment it's made since initiating the program earlier this year.�The board of directors said the quarterly dividend is payable on July 29 to the holders of record at the close of business on July 15.�

• [By GuruFocus]

  George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated

10 Best Logistics Stocks To Watch Right Now: Powershares Qqq Trust Series 1 (QQQ)

PowerShares QQQ Trust, Series 1, formerly The NASDAQ-100 Trust, Series 1, is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust holds all of the component securities of the Nasdaq-100 Index. The Trust's investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index.

The Trust was created to provide investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index. Nasdaq Global Funds, Inc. is the sponsor of the Trust and The Bank of New York is the trustee of the Trust.

Advisors' Opinion:

• [By Chris Ciovacco]

  The damage from Wednesday's session did little to disturb the market's longer-term risk tolerance profile, which is easy to understand when you consider the S&P 500 is still up 3 points for the week. However, we have seen some emerging cracks over the past two weeks. Demand for bonds has not surpassed stocks, but there is evidence of an attempt to mount a more formidable charge relative to stocks. Recent interest in defensive consumer staples (XLP) also tells us to keep an open mind about a "give back" after the S&P 500 gained 129 points from the October 9 low to the recent high. The observable evidence in the table above aligns with a growth-oriented allocation, including exposure to broad U.S. stock market (VTI), emerging markets (EEM), foreign stocks (EFA), and technology (QQQ).

• [By Chris Ciovacco]

  Investment Implications
  The Fed's desire to taper their bond purchases is concerning and something that we will monitor closely. However, the known desire to taper has not yet shown up in the credit markets in the form of risk aversion as it did in 2007 and 2011 prior to sharp declines in stocks. As long as that is the case, we will continue to favor stocks (SPY) over bonds (AGG). We will also hold our positions in leading sectors such as financials (XLF), technology (QQQ), and small caps (IWM). If the messages from the markets change, we are happy to migrate toward a more conservative stance.

• [By Dan Caplinger]

  Since then, several other indexes had been less hesitant to add Facebook to their ranks. Russell's indexes were among the first to include Facebook as a constituent, and as various lockup provisions expired to expand the stock's float, Russell responded earlier this year by boosting the social-media giant's weighting in several key indexes. The Nasdaq 100 brought on Facebook as a member a year ago, giving shareholders in PowerShares QQQ (NASDAQ: QQQ  ) the same conundrum that S&P index fund investors face today.

10 Best Logistics Stocks To Watch Right Now: Saia Inc.(SAIA)

Saia, Inc., an asset-based trucking company, provides transportation and supply chain solutions primarily to the retail, chemical, and manufacturing industries in the United States. The company, through it subsidiary, Saia Motor Freight Line, LLC, offers regional and interregional less than truckload (LTL) services, selected national LTL, and time-definite services. It was formerly known as SCS Transportation, Inc. Saia, Inc. was founded in 2000 and is headquartered in Johns Creek, Georgia.

Advisors' Opinion:

• [By John Udovich]

  Despite what can best be described as a�soft economy, small cap trucking stocks YRC Worldwide, Inc (NASDAQ: YRCW), Arkansas Best Corporation (NASDAQ: ABFS), Frozen Food Express Industries, Inc (NASDAQ: FFEX), Saia Inc (NASDAQ: SAIA) and USA Truck, Inc (NASDAQ: USAK) have been trucking some pretty impressive returns since the start of the year. In fact, these small cap trucking stocks are up anywhere from 72% to 150% or so since the start of the year despite the slow economy. Certainly trucking stocks provide a good indicator of how the economy is doing, but might investors be�jumping the gun by pushing up these trucking stocks?

• [By Ben Levisohn]

  Wunderlich’s Nicholas Bender thinks FedEx’s results bode well for Old Dominion (ODFL), Con-way (CNW) and Saia (SAIA):

  We expect all less-than-truckload carriers to benefit in 2Q14 from the same trends that carried FedEx Freight to a banner 4Q14. This includes Hold-rated Old Dominion, which will continue to grow at well above market rates, and Buy-rated Con-way, which we believe can leverage a strong 2Q14 to prime the pump on margin enhancement efforts. Our favorite name in the space remains Saia (SAIA-$42.92, Buy), which will once again see accelerating tonnage growth in 2Q14. Though tonnage growth will moderate in� 2H14 due to steeper comps, there remains considerable potential for the company to boost yield and continue winning incremental business with new accounts.