Top 5 Sliver Companies To Own In Right Now

Boeing (NYSE: BA  ) has been working hard to increase the production rates of its fast-selling commercial jets, and the company is beginning to see its efforts rewarded. On Wednesday, Boeing released figures for the second quarter of 2013, which show that the company has not only increased deliveries by 13% over the quarter, but also delivered more planes in a quarter than it has since 1998. For 2013 to-date, it has also beaten its chief competitor Airbus on deliveries. While the company has a lot of work yet to do in meeting its massive $322-billion commercial jet backlog, this successful uptick in production and deliveries is a very positive sign.

Boeing delivered 169 planes in the second quarter, making 306 complete deliveries for the year, so far. About 70% of these were Boeing's 737 Next Generation, a narrow-body jet due to be replaced by the 737 MAX in 2017. The 737 is already Boeing's highest-output program, and Boeing is in the process of boosting production 35 to 48 jets per month.

Top 5 Sliver Companies To Own In Right Now: MFA Financial Inc (MFA)

MFA Financial, Inc., incorporated on July 24, 1997, is engaged in the business of investing, on a leveraged basis, in residential Agency mortgage-backed securities (MBS) and Non-Agency MBS. Its business objective is to generate net income for distribution to its stockholders resulting from the difference between the interest and other income it earn on its investments and the interest expense it pays on the borrowings, which it uses to finance its leveraged investments and its operating costs. Its operating policies require that at least 50% of its investment portfolio consist of ARM-MBS, which are either Agency MBS or rated in two rating categories by at least one of rating agency, such as Moody�� Investors Services, Inc., Standard & Poor�� Corporation (S&P) or Fitch, Inc. The remainder of its assets may consist of direct or indirect investments in other types of MBS and residential mortgage loans; other mortgage and real estate-related debt and equity; and other yield instruments.

The mortgages collateralizing the Company�� MBS portfolio are Hybrids, ARMs and 15-year fixed-rate mortgages. The Hybrids collateralizing its MBS typically have fixed-rate periods ranging from three to 10 years. Interest rates on the mortgage loans collateralizing its ARM-MBS reset based on specific index rates, which include London Interbank Offered Rate (LIBOR) or the one-year constant maturity treasury (CMT) rate. The mortgages collateralizing its ARM-MBS have interim and lifetime caps on interest rate adjustments. The Company�� Non-Agency MBS have been at discounts to face/par value.

Advisors' Opinion:

• [By Jonas Elmerraji]

  We're seeing the exact opposite setup in shares of MFA Financial (MFA). Unlike NCT, shares of MFA have been in a well-defined downtrend since the middle of May. That high probability range puts this stock's likely target price lower for the end of August.

  Since the best time to buy an uptrend is at support, it makes sense that the best time to sell a stock in a downtrend is at trendline resistance. That's the exact level that MFA is testing this week. If you own MFA right now, it makes sense to be a seller on the first semblance of a bounce lower.

  Momentum provides some extra confirmation here too. RSI has been suck down in bearish territory since the uptrend began in May. Oscillators like RSI tend to become range-bound when stocks' price action trends. I'd look for a move above 50 on RSI as a precondition to a move higher in price.

Top 5 Sliver Companies To Own In Right Now: Federal Signal Corporation(FSS)

Federal Signal Corporation designs and manufactures a suite of products and integrated solutions for municipal, governmental, industrial, and commercial customers worldwide. The company operates in three segments: Safety and Security Systems, Fire Rescue, and Environmental Solutions. The Safety and Security Systems segment offers various systems for automated license plate recognition, campus and community alerting, emergency vehicles, first responder interoperable communications, industrial communications and command, municipal networked security, vehicle classification, parking revenue, and access control. This segment also provides products, such as lightbars and sirens, public warning sirens, and public safety software. The Fire Rescue segment offers articulated and telescopic aerial platforms for rescue, fire fighting, and maintenance purposes. This segment sells its products to municipal and industrial fire services, civil defense authorities, rental companies, elect ric utilities and industrial customers. The Environmental Solutions segment provides various self-propelled street cleaning vehicles, vacuum loader vehicles, municipal catch basin/sewer cleaning vacuum trucks, and water blasting equipment. The company was founded in 1901 and is based in Oak Brook, Illinois.

Advisors' Opinion:

• [By Louis Navellier]

  DL stock was upgraded to an “A” by Portfolio Grader back in April, and like ABTL, China Distance should be considered a “strong buy” as its fundamentals improve.

  ‘Best of the Best’ Stock Picks #3: Federal Signal (FSS)

  Federal Signal (FSS) makes everything from fire trucks to street sweepers and is benefiting for pent-up demand for its products.

Hot Valued Stocks To Invest In Right Now: LKQ Corp (LKQ)

LKQ Corporation (LKQ) provides replacement parts, components and systems needed to repair vehicles (cars and trucks). The Company operates in four segments: Wholesale-North America, Wholesale-Europe, Self Service and Heavy-Duty Truck. Buyers of vehicle replacement products have the option to purchase from primarily five sources: new products produced by original equipment manufacturers (OEMs), which are known as OEM products; new products produced by companies other than the OEMs, which are sometimes referred to as aftermarket products; recycled products originally produced by OEMs, which it refers to as recycled products; used products that have been refurbished; and used products that have been remanufactured. October 1, 2011, it acquired Euro Car Parts Holdings Limited (ECP). On May 27, 2011, it acquired AkzoNobel Coatings Inc.'s paint distribution business consisting of 40 locations across the United States. In February 2012, the Company announced that it had acquired Pieces Automobiles Lecavalier IncEffective August 6, 2013, LKQ Corp acquired Premier Paints Ltd, a manufacturer of motor vehicle parts, form Iris Coatings Ltd, and concurrently, LKQ acquired Bee Bee Refinishing Supplies Halstead, JCA Coatings, Milton Keynes Paint & Equipment and Sinemaster Motor Factors Ltd.

The Company distributes a variety of products to collision and mechanical repair shops, including aftermarket collision and mechanical products, recycled collision and mechanical products, refurbished collision replacement products such as wheels, bumper covers and lights, and remanufactured engines. Collectively, it refers to its products as alternative parts. The Company is a provider of alternative vehicle collision replacement products, and a provider of alternative vehicle mechanical replacement products. Its sales, processing, and distribution facilities reach markets in the United States and Canada. In addition to its wholesale operations, it operates self service retail facilities that sell recycled automotiv! e products. The Company also sells recycled heavy-duty truck products and used heavy-duty trucks.

The Company obtains its aftermarket inventory from auto parts manufacturers and distributors based in the United States, Taiwan, Europe and China. The Company procures recycled automotive products mainly by purchasing salvage vehicles, typically severely damaged by collisions and primarily sold at salvage auctions or pools, and then dismantling and inventorying the parts. The refurbished and remanufactured products that it sells, such as wheels, bumper covers, lights and engines, originate from Companyparts from the salvage vehicles bought at auctions, parts received in trade at collision shops purchasing replacement products from the, and damaged parts bought through bulk purchases from core sales companies that collect damaged parts. The majority of our products and services are sold to collision repair shops, also known as body shops, and mechanical repair shops.

WHOLESALE AUTO PRODUCTS-NORTH AMERICA

The Company�� wholesale automobile product operations in North America are organized by geographic regions serving the United States and Canada that sell all four product types to collision and mechanical automobile repair businesses. As of December 31, 2011, these wholesale operations conducted business from more than 290 facilities. its aftermarket product operations may include a combination of sales, warehousing and distribution, and in many cases will be co-located with its refurbishing operations. Its salvage operation typically has processing, sales, distribution and administrative operations on site, indoor and outdoor storage areas, and include a warehouse with multiple bays to dismantle vehicles.

The Company�� 2011, sales included more than 86,000 stock keeping units (SKUs) of aftermarket collision products and repair materials for the models of domestic and foreign automobiles and light trucks. Its aftermarket product types consist of thos! e frequen! tly damaged in collisions, including automotive body panels, bumper covers and lights. The Company distributes paint and other materials used in repairing damaged vehicles, including sandpaper, abrasives, masking products and plastic filler. The paint and other materials distributed by the Company are purchased from numerous suppliers in the United States and Canada. Certain of these products are distributed under the brand Keystone. Platinum Plus is its exclusive brand offered in the Keystone product line of aftermarket products. The aftermarket products it distributes are purchased from independent manufacturers and distributors located primarily in the United States and Taiwan. The Company has business arrangements with manufacturers to produce its Platinum Plus products.

The Company�� recycled products include engines, transmissions, doors, front end assemblies, trunk lids, bumper assemblies, head and tail lamp assemblies and mirrors. Some insurance companies mandate that the recycled products must be of the same model year or newer as the vehicle being repaired. The Company procures recycled products for its wholesale operations by acquiring damaged or totaled vehicles. During the year ended December 31, 2011, LKQ acquired approximately 228,000 salvage vehicles for its wholesale recycled product operations. Vehicle processing for its wholesale recycled operations involves dismantling a salvage vehicle into recycled products that are ready for sale.

As of December 31, 2011, it operated 34 plastic bumper and bumper cover refurbishing plants, a chrome bumper plating plant, 15 wheel plants, one light refurbishing plant and four engine remanufacturing facilities. Most of its refurbished and remanufactured products are sold through its wholesale distribution channels. The balance is sold to retail automotive stores, wholesale distributors and through Internet sales. Its wholesale recycled product operations generate scrap metal and other materials that it sells to recyclers. T! he Compan! y has a distribution network of over 290 wholesale plants and warehouses across the United States and Canada, of which 50 function as hub or cross dock facilities.

WHOLESALE AUTO PRODUCTS-EUROPE

The Company�� European wholesale operating segment was formed in 2011 with its acquisition of ECP, the distributor of automotive aftermarket products. The Company operates 90 branches, supported by eight regional hubs and a national distribution center, which allows us to reach major markets within the United Kingdom. In 2011, it sold more than 121,000 SKUs of aftermarket products, primarily composed of mechanical aftermarket parts for the repair of vehicles five to 15 years old. Its products include electrical products, such as spark plugs and ignition coils, clutches and related parts, steering and suspension parts, and brake pads and sensors. The Company sells its products to over 32,000 professional repairers, including primarily independent mechanical repair shops and collision repair shops.

SELF SERVICE RETAIL PRODUCTS

The Company�� self service retail operations sell parts from older cars and light trucks directly to consumers. In addition to revenue from the sale of parts, core and scrap, it charges admission fee to access the property. Its self service facilities typically consist of a fenced or enclosed area of several acres with vehicles stored outdoors and a retail building through which customers are able to access the yard. As of December 31, 2011, it conducted our self service retail operations from 47 facilities in North America. Its self service auto recycling operations generate scrap metal, alloys and other materials that it sells to recyclers.

HEAVY-DUTY TRUCK PRODUCTS

As of December 31, 2011, it had a total of 18 facilities in the United States and Canada. Its inventory is comprised of used heavy- and medium-duty trucks, usually five years or older, which are purchased at salvage and truck auctions or direct! ly from i! nsurance companies or fleet operators. During 2011, it purchased approximately 6,000 vehicles. Depending on the condition of the vehicles, they may be dismantled for parts or resold as running vehicles. If certain mechanical parts are damaged, such as transmissions, it may remanufacture them and offer them to its customers. The vehicles that are acquired for resale are typically special purpose or vocational use trucks, such as those used for garbage pickup or cement delivery. If requested by the sellers of the vehicles, it provide an assurance that the vehicles will be sold to foreign buyers and exported to countries for use outside of the United States, or to domestic buyers after the vehicles have been reconditioned and modified for use other than their original purpose.

Advisors' Opinion:

• [By Chris Hill]

  In this segment, Mike talks about�LKQ (NASDAQ: LKQ  ) , and why the largest operator of junkyards has turned its scale into an incredibly well-run business, and Matt takes a look into�McDonald's (NYSE: MCD  ) , which reports earnings tomorrow. After a rough period for McDonald's as the competitive landscape shifts toward fast-casual dining options such as Panera and Chipotle, Matt will be looking for signs in the earnings report that the strategy at McDonald's to adapt and shift its business focuses is coming to fruition.

• [By Holly LaFon]

  LKQ Corporation (LKQ) is the world's largest procurer and distributor of alternative and aftermarket collision replacement parts for automobiles and other vehicles. The Company has grown rapidly since its inception in 1998, by executing an expansion strategy that has included aggressive organic and inorganic investments. To date, LKQ's strategy has resulted in a business with unparalleled scale, at over $5 billion in revenues across three continents, compared with aftermarket and salvage parts competitors that routinely post less then $100 million in sales, usually with the largest footprints limited to regional geographies.

Top 5 Sliver Companies To Own In Right Now: First Horizon National Corp (FHN)

First Horizon National Corporation (FHN), incorporated in 1968, is a bank holding company. The Company provides financial services through its subsidiary, First Tennessee Bank National Association (the Bank), and its subsidiaries. The Company�� two brands First Tennessee and FTN Financial provide customers with a range of products and services. First Tennessee provides retail and commercial banking services throughout Tennessee. FTN Financial (FTNF) is engaged in fixed income sales, trading, and strategies for institutional clients in the United States and abroad. FHN has four operating business segments: regional banking, capital markets, corporate, and non-strategic. As of December 31, 2011, the Bank had $16.4 billion in total deposits and $16 billion in total net loans. As of December 31, 2011, the Company�� subsidiaries had over 200 business locations in 17 the United States states, Hong Kong, and Tokyo, excluding off-premises automated teller machines (ATMs). As of December 31, 2011, the Bank had 183 branch locations in four states, which include 172 branches in metropolitan areas of Tennessee; two branches in northwestern Georgia; seven branches in northwestern Mississippi, and two branches in North Carolina. As of December 31, 2011, FTN Financial products and services were offered through 18 offices in total, including 16 offices in 14 states plus an office in each of Hong Kong and Tokyo.

The regional banking segment offers financial products and services, including traditional lending and deposit taking, to retail and commercial customers in Tennessee and surrounding markets. Regional banking provides investments, financial planning, trust services and asset management, credit card, cash management, and first lien mortgage originations within the Tennessee footprint. In addition, the regional banking segment includes correspondent banking, which provides credit, depository, and other banking related services to other financial institutions.

The capital markets se! gment consists of fixed income sales, trading, and strategies for institutional clients in the United States and abroad, as well as loan sales, portfolio advisory, and derivative sales. The corporate segment consists of gains on the extinguishment of debt, unallocated corporate expenses, expense on subordinated debt issuances and preferred stock, bank-owned life insurance, unallocated interest income associated with excess equity, net impact of raising incremental capital, revenue and expense associated with deferred compensation plans, funds management, low income housing investment activities, and charges related to restructuring, repositioning, and efficiency. The non-strategic segment consists of the wind-down national consumer lending activities, legacy mortgage banking elements, including servicing fees, and the associated ancillary revenues and expenses related to these businesses. Non-strategic also includes the wind-down trust preferred loan portfolio and exited businesses along with the associated restructuring, repositioning, and efficiency charges.

As of December 31, 2011, the Company provided services through its subsidiaries, which include general banking services for consumers, businesses, financial institutions, and governments; through FTN Financial fixed income sales and trading, underwriting of bank, loan sales, advisory services and derivative sales; discount brokerage and full-service brokerage; correspondent banking; transaction processing, such as nationwide check clearing services and remittance processing; trust, fiduciary, and agency services; credit card products; equipment finance; investment and financial advisory services; mutual fund sales as agent; retail insurance sales as agent, and mortgage banking services.

As of December 31, 2011, the commercial, financial, and industrial (C&I) portfolio was eight billion dollars, and is consisted of loans used for general business purposes, and consisted of relationship customers in Tennessee and certain n! eighborin! g states, which are managed within the regional bank. Products include working capital lines of credit, term loan financing of owner-occupied real estate and fixed assets, and trade credit enhancement through letters of credit. As of December 31, 2011, the unpaid principal balance (UPB) of trust preferred loans totaled $447.2 million with the UPB of other bank-related loans totaling approximately $161.8 million. The commercial real estate portfolio includes both financings for commercial construction and non-construction loans. This portfolio is segregated between income commercial real estate (CRE) loans which contain loans, lines, and letters of credit to commercial real estate developers for the construction and mini- permanent financing of income-producing real estate, and residential CRE loans. The residential CRE portfolio includes loans to residential builders and developers for the purpose of constructing single-family detached homes, condominiums, and town homes. As of December 31, 2011, the residential CRE portfolio was $.1 billion. As of December 31, 2011, the consumer real estate portfolio was $5.3 billion, and is composed of home equity lines and installment loans. As of December 31, 2011, the credit card and other portfolios were $.3 billion, and primarily include credit card receivables, automobile loans, and over-the-counter (OTC) construction loans and other consumer related credits.

FHN�� investment portfolio consists of debt securities, including government agency issued mortgage-backed securities (MBS) and government agency issued collateralized mortgage obligations (CMO). During the year ended December 31, 2011, Government agency issued MBS and CMO, and other agencies averaged $2.9 billion. During 2011, the United States treasury securities and municipal bonds averaged $79.5 million. During 2011, investments in equity securities averaged $222.3 million.

During 2011, short-term funds (certificates of deposit greater than $100,000, federal funds purchased (! FFP), sec! urities sold under agreements to repurchase, trading liabilities, and other short-term borrowings) averaged $3.6 billion. During 2011, other borrowings increased to $.3 billion. Term borrowings include senior and subordinated borrowings and advances with original maturities greater than one year. During 2011, average term borrowings averaged $2.6 billion.

The Company competes with Regions Bank, SunTrust Bank, Wells Fargo Bank N.A., Bank of America N.A., and Pinnacle National Bank.

Advisors' Opinion:

• [By Monica Gerson]

  First Horizon National (NYSE: FHN) is estimated to report its Q3 earnings at $0.18 per share on revenue of $307.14 million.

  Laboratory Corp. of America Holdings (NYSE: LH) is expected to report its Q3 earnings at $1.80 per share on revenue of $1.45 billion.

Top 5 Sliver Companies To Own In Right Now: PowerShares DB US Dollar Index Bullish Fund (UUP)

PowerShares DB US Dollar Index Bullish Fund (the Fund) is a separate series of PowerShares DB US Dollar Index Trust (the Trust). The Fund�� subsidiary is DB US Dollar Index Bullish Master Fund (the Master Fund), a separate series of DB US Dollar Index Bullish Master Trust (the Master Trust). The Fund offers common units of beneficial interest (the Shares) only to certain eligible financial institutions (the Authorized Participants) in one or more blocks of 200,000 Shares, called a Basket. The proceeds from the offering of Shares are invested in the Master Fund.

The Master Fund invests in futures contracts (the DX Contracts) with a view to tracking the changes, whether positive or negative, in the level of the Deutsche Bank US Dollar Index (USDX) Futures Index - Excess Return (Long Index) (referred to as the Long Index or the Index), over time. The Fund earns interest income from the United States Treasury obligations and other high credit quality short-term, fixed-income securities. The Index is calculated to reflect the changes in market value over time, whether positive or negative, of long positions in DX Contracts. DX Contracts are traded through the currency markets of ICE Futures U.S. under the symbol DX. The changes in market value over time, whether positive or negative, of the DX Contracts are related to the changes, whether positive or negative, in the level of the U.S. Dollar Index (the USDX). The Index provides a general indication of the international value of the United States dollar relative to the six major world currencies (the Index Currencies), which comprise the USDX, including Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

The Fund, through its Master Fund, establishes long positions in DX Contracts with a view to tracking the changes, whether positive or negative, in the level of the Index. The performance of the Fund also is intended to reflect the excess, if any, of its Master Fund�� interest income from its hol! dings of the United States Treasury obligations and other high credit quality short-term, fixed-income securities over the expenses of the Fund and the Master Fund. DB Commodity Services LLC serves as the managing owner, commodity pool operator and commodity trading advisor of the Fund and the Master Fund. DB Commodity Services LLC is an indirect wholly owned subsidiary of Deutsche Bank AG. The Bank of New York Mellon serves as the administrator of the Fund and the Master Fund.

Advisors' Opinion:

• [By Luke Jacobi]

  The Greenback fell Monday on the continued government shutdown. The PowerShares ETF (NYSE: UUP) that tracks the value of the dollar versus a basket of foreign currencies rose was down 0.28 percent heading into the close to 21.55. This is near the one year low of 21.53.

• [By Jon C. Ogg]

  6. The U.S. dollar appreciates as U.S. energy and manufacturing trends continue to improve.

  ETP Recommendation: PowerShares DB US Dollar Index Bullish (NYSEArca: UUP), tracking the Deutsche Bank Long US Dollar Futures index – aims to replicate the performance of being long the US Dollar against the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

  7. Gold falls for the second year and commodity prices languish – Doll’s view is that all factors point to further pressure on gold.