Out Fox The $treet

The top ten net payout yields outperformed the market in July due to several stocks with monthly gains in excess of 9%. The top ten net payout yield stocks average yields of 14.7% to start August. Motorola Solutions continues to hold the highest yield now at 25.7%. This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY ) stocks that was started back in June 2012 (see article ) and explained in August 2012 (see article ). The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the Covestor model that has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article at Seeking Alpha. Disclosure: Long GM, HIG, MSI, NLY, NOC, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

The top ten net payout yields underperformed the market in June due to several stocks with larger losses than the S&P 500 index. The top ten net payout yield stocks average yields of 14.0% to start July. Motorola Solutions continues to hold the highest yield now at 27.0%. This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY ) stocks that was started back in June 2012 (see article ) and explained in August 2012 (see article ). The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the Covestor model that has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, MSI, NLY, NOC, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

The top ten net payout yields underperformed the market in April due to a couple of weak individual stocks. The top ten net payout yield stocks averaged yields of 13.6% to start May. Motorola Solutions continues to hold the highest yield now at 25.8%. This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY ) stocks that was started back in June 2012 (see article ) and explained in August 2012 (see article ). The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the Covestor model that has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, MSI, NLY, NOC, NTAP, TRV, VIAB.

The top ten net payout yield stocks underperformed the market in March due to a couple of weak individual stocks. The top ten net payout yield stocks averaged yields of 13.3% to start April. Motorola Solutions continues to hold the highest yield now at 18.7%. This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY ) stocks that was started back in June 2012 (see article ) and explained in August 2012 (see article ). The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the Covestor model that has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, IBM, MSI, NLY, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

As other fertilizer stocks rocketed towards new all time highs, Potash Corp (POT) remains nearly 50% below the levels back before the crash from the financial crisis. In fact, CF Industries (CF) hit a new all time on Monday. The company produces and sells fertilizers and related industrial and feed products primarily in the US and Canada. The company is one of the largest producers of potash, nitrogen, and phosphate, all essential nutrients required to help farmers grow healthier, more abundant crops. With a market cap near $37B, the company is a major global force in the above fertilizer markets with a primary share of profits coming from potash. Read the full article at Seeking Alpha. Dislcosure: Long VALE. Please review the disclaimer page for more details. 

The prior weekend, it was announced that Morgan Stanley (MS) had agreed to provide CF Industries (CF) with $2.5B in financing for the potential takeover of Terra Industries (TRA). Considering that we've been bullish on this deal and negative on MS for not being more aggressive in lending, this appears to be a game changer in both ways. Also, Bloomberg reported that this $2.5B deal is the largest leveraged lender commitment this year. It should provide plenty of fees for MS and signals a turn in MS that we find appealing. Especially considering they have chosen a very juicy sector to start loading up on. Even though the deal possibly won't go through as the drama in the numerous deals in the fertilizer sector continue to unfold. Morgan Stanley’s outstanding loans and lending commitments to non-investment grade companies peaked at $43 billion as of Aug. 31, 2007, before shrinking to $18.5 billion as of Sept. 30 of this year, according to the firm’s quarterly financial statement...

Just last week on the 5th, CF Industries (CF) upped their bid for Terra Industries (TRA) from its prior bid of 0.4129 to 0.4539 shares to 0.465 CF shares. The deal currently values TRA at nearly $39 share (.465 x $83 CF share) or 30% above its Friday closing price of $29.91. How could the TRA BOD turn down that sweet offer? Many reasons exist for turning down a premium offer such as shareholder growth would be higher as an independent compared to being part of a conglomerate, shareholders want cash for various reasons including the premium can be wiped out if the aquiorors price drops after announcing the deal, or the premium just isn't large enough to cash out. In this case, the BOD is definitely leaning to the later but it just doesn't add up. Both companies have similar revenue, income, and growth prospects. TRA shareholders are basically getting a big company with the same basic growth - analysts list both companies with identical 5 year growth rates. The main wrinkle in ...