Best Net Payout Yield Companies To Invest In Right Now

It might seem ridiculous to consider buying a stock that's run up 200% since the beginning of 2012 and now trades hands at 1,330 times earnings. But this month, LinkedIn (NYSE: LNKD  ) is on the short list of stocks I'm considering to add to my Roth IRA.

I've been calling out one company per month for almost two years now, and the portfolio has returned 21%, beating the S&P 500 by almost 5 percentage points!

Here are three big reasons why I think investing in the company is a good idea right now:

1. The network effect is very powerful here
For those who might not be familiar, the network effect works like this: every time a user joins a service, the value of that service increases. The clearest example of this today would be Facebook (NASDAQ: FB  ) . It wouldn't be worth joining Facebook if no one else was. But because there are over 500 million users, it's the "It" place to meet with others online.

The same thing is happening with LinkedIn. There are two sides to the equation: individual users joining LinkedIn and posting their resumes, and businesses signing up with LinkedIn to recruit potential hires. Take a look at how the two have been growing over time.

Hot Railroad Companies To Own For 2015: Trulia Inc (TRLA)

Trulia, Inc. is a real estate search engine company. The Company helps in finding homes for sale and provides real estate information. The Company is also a tool for real estate professionals to market their listings, view real estate data and promote their services. It provides local information, community insights, market data and national listings. Effective August 20, 2013, Trulia Inc acquired the entire interest of Market Leader Inc.

Trulia.com is an online real estate site focused on buyers, sellers and renters with tools to help them find the right home. The Company�� Website, www.trulia.com, is a search engine for buying and renting homes, advising homes and mortgages. The Company is headquartered in downtown San Francisco and is backed by Accel Partners and Sequoia Capital.

Advisors' Opinion:

• [By Shaun Currie, CFA]

  Competition in this segment includes Zillow (Z) and Trulia (TRLA). The company differentiates itself from the competition in multiple ways:

  The focus is on serious customers, defined as those who expect to purchase or sell a home within the next six to eighteen months. ZIPR does not have the reach or traffic that Zillow or Trulia has, but they have a higher conversion rate from users. The company is also known for having the most up-to-date listings in the industry, which improves customer satisfaction with serious customers.The focus is more geared towards real estate agents than the other sites. This allows the company to better foster relationships and convert a higher percentage of users. The company provides a more user-friendly platform that its competition.The platform creates a competitive advantage for the third party users. ZIPR not only helps to generate online leads on their behalf, but also provides them access to an enterprise cloud-based application that better enables them to turn client leads into closed transactions. Zap offers these brokers crystal-clear, real-time visibility on their transaction pipeline, brokerage operations and financials, while facilitating a paperless transaction environment. Because Zap is a cloud-based application, third parties benefit from a rapid innovation cycle without the burden of expensive IT maintenance and software upgrade costs.

  We have talked about the inflection point of the company as it restructured its traditional business and launched its software-as-a-service business. Let's now talk more about other catalysts for the stock…

Best Net Payout Yield Companies To Invest In Right Now: Coeur d'Alene Mines Corporation(CDE)

Coeur d'Alene Mines Corporation, together with its subsidiaries, engages in the ownership, operation, exploration, and development of silver and gold mining properties located primarily in South America, Mexico, the United States, and Australia. The company also explores for lead and zinc ores. Its properties include the Palmarejo mine located in the state of Chihuahua, northern Mexico; San Bartolome mine located near Potosi, Bolivia; Kensington mine located north-northwest of Juneau, Alaska; Rochester mine located in northwestern Nevada; Martha mine located in Santa Cruz, Argentina; and the Endeavor mine in New South Wales, Australia, as well as Joaquin, Tornado, and Satelite properties in Santa Cruz, Argentina. The company was founded in 1928 and is based in Coeur d?Alene, Idaho.

Advisors' Opinion:

• [By Lisa Levin]

  Coeur Mining (NYSE: CDE) shares touched a new 52-week low of $8.97 after the company reported its Q1 production results and maintained its 2014 production outlook.

• [By Tim Melvin]

  Once again, rather than making a wish on burning match bets, I prefer to buy out of favor companies at a steep discount to their asset and business value. And a�look at the silver miners shows deep discounts to the value of corporate assets that could lead to significant profits.

  Pan American Silver (PAAS) trades at just 65% of book value and has fallen by about 75% over the past few years. Couer Mines (CDE) is fetching just 54% of book and has fallen by around 80% since 2006. Silver Standard Resources (SSRI) trades at 55% of book and for less than the value of the cash the company has in the bank.

  In reality, silver just needs to stop falling in price for these stocks to start to recover. If the analysts are right and silver hits a new high in the next decade, these could easily be the best investments you ever make in your lifetime.

• [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).

Best Net Payout Yield Companies To Invest In Right Now: LVMH Moet Hennessy Louis Vuitton SA (LVMH)

LVMH Moet Hennessy Louis Vuitton SA, (LVMH), is a France-based luxury goods company. It owns a portfolio of luxury brands and its business activities are divided into five segments: Wines and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelry, and Selective Retailing. The activities of the wines and spirits sector include the Champagne and Wines branch, and the Cognac and Spirits branch. The Fashion and Leather Goods group includes Louis Vuitton, Kenzo and Rossimoda among others. LVMH is present in the perfume and cosmetics sector through the French Houses Christian Dior and other brands. Watches and Jewelry sells such products as TAG Heuer, Zenith, Dior Watches, Chaumet and Fred, among others. Selective Retailing businesses operate in two segments: travel retail and the seleLVMH ctive retail concepts represented by Sephora and Le Bon Marche. In September 2013, the Company acquired majority stake in Nicholas Kirkwood, a British shoe designer company. Advisors' Opinion:

• [By Holly LaFon]

  TR: It�� a one-off isn�� it? That�� why we said ��what could be the source of new ideas? We��e got Richemont, you have Louis Vuitton Mo毛t Hennessy (LVMH).

Best Net Payout Yield Companies To Invest In Right Now: Leap Wireless International Inc.(LEAP)

Leap Wireless International, Inc., together with its subsidiaries, provides digital wireless services under the ?Cricket? brand name in the United States. The company offers unlimited local and the U.S. long distance services from various Cricket service area and unlimited text messaging services, as well as mobile Web, 411 services, navigation, and data back-up. It also provides BridgePay, a flexible payment option for customers to use and pay for the company?s cricket wireless service; handsets and devices with various features; cricket broadband service, an unlimited mobile broadband service that allows customers to access the Internet through their computers; Cricket PAYGo Service, a pay-as-you-go unlimited prepaid wireless service designed for customers who prefer the flexibility and control offered by traditional prepaid services; and Muve Music Service, an unlimited music download service for mobile handsets in select cricket markets. In addition, the company off ers voice and data roaming services. It markets its cricket handsets and services, primarily through company-owned retail stores and kiosks, as well as through authorized dealers and distributors, including premier dealers, local market authorized dealers, national mass-market retailers, and other indirect distributors. As of December 31, 2010, the company offered services in 35 states and the District of Columbia to approximately 5.5 million customers. Leap Wireless International, Inc. was founded in 1998 and is headquartered in San Diego, California.

Advisors' Opinion:

• [By mitu77]

  GE as of late announced it was building another plant in Lafayette which will produce its new line of motors called LEAP Engines. Leading Edge Aviation Propulsion (LEAP) Engine was produced by CFM International, which is a joint wander of GE Aviation and Snecma, a France based organization. Jump Engine's configuration is a more current form of low weight turbine of SAFRAN which was utilized as a part of Genx Engine.

Best Net Payout Yield Companies To Invest In Right Now: Crosstex Energy Inc.(XTXI)

Crosstex Energy, Inc., through its partnership interests in Crosstex Energy, L.P., engages in the gathering, transmission, processing, and marketing of natural gas, natural gas liquids (NGLs), and crude oil in the United States. The company connects the wells of natural gas producers in its market areas to its gathering systems; processes natural gas for the removal of NGLs; fractionates NGLs; and markets and transports natural gas and NGLs. It also purchases natural gas from natural gas producers and other supply sources; and sells that natural gas to utilities, industrial consumers, other marketers, and pipelines. In addition, the company operates processing plants that process gas transported to the plants by interstate pipelines or from its own gathering systems. Further, it purchases natural gas from producers not connected to its gathering systems for resale, as well as sells natural gas on behalf of producers; and through its crude oil terminal facilities in south L ouisiana provides access for crude oil producers. As of February 8, 2012, the company operated approximately 3,300 miles of pipeline, 9 processing plants, and 3 fractionators. Crosstex Energy, Inc. was founded in 1996 and is headquartered in Dallas, Texas.

Advisors' Opinion:

• [By Paul Ausick]

  Stocks on the Move: Crosstex Energy Inc. (NASDAQ: XTXI) is up 71.5% at $35.33 on a merger with Devon Energy Corp. (NYSE: DVN). Crosstex Energy LP (NASDAQ: XTEX) is up 33.9% at $27.25 on the same news. Voxeljet AG (NYSE: VJET) is up 22.7% at $35.34. J.C. Penney Co. Inc. (NYSE: JCP) is down 8.4% at $6.42, after posting another record low today.

• [By Jake L'Ecuyer]

  Utilities sector was the only decliner in the US market today. Top losers in the sector included UIL Holdings (NYSE: UIL), off 2.1 percent, and Crosstex Energy (NASDAQ: XTXI), down 2.2 percent.