Saturday, May 31, 2014

Best Consumer Service Stocks To Buy Right Now

Best Consumer Service Stocks To Buy Right Now: Chiquita Brands International Inc. (CQB)

Chiquita Brands International, Inc., together with its subsidiaries, engages in the distribution and marketing of bananas and fresh produce under the Chiquita and other brand names worldwide. The company operates in three segments: Bananas, Salads and Healthy Snacks, and Other Produce. The Banana segment sources, transports, markets, and distributes bananas to retailers and wholesalers, and chain stores. It also engages in the cultivation and production of bananas. The Salads and Healthy Snacks segment offers value-added salads under the Fresh Express and other labels; and fresh vegetable and fruit ingredients used in foodservice, healthy snacks, and processed fruit ingredient products. This segment also provides fresh-cut products, such as lettuce, tomatoes, spinach, cabbage, and onions to foodservice distributors who resell these products to foodservice operators. It distributes Fresh Express branded products to food retailers, foodservice distributors, and quick-service restaurants; and fresh produce foodservice offerings primarily to third-party distributors for resale principally to quick-service restaurants in the United States. The Other Produce segment engages in sourcing, marketing, and distributing fresh fruits and vegetables other than bananas in Europe and North America. It offers grapes, pineapples, melons, kiwis, tomatoes, and avocados. The company was founded in 1899 and is headquartered in Cincinnati, Ohio.

Advisors' Opinion:
  • [By Rich Duprey]

    After all, like Chiquita Brands (NYSE: CQB  ) , Dole's been undergoing a significant corporate restructuring, and last month itsold its packaged-foods and Asia fresh business for $1.7 billion, making it a more focused international fresh fruit business, but one subject to all the vagaries that entails. In comparison, Chiquita's reorganization has it looking to become a high-volume, low-cost producer of b! ananas and chopped salads.

  • [By Michael Lewis]

    In the ever-difficult, commoditized business of produce, Chiquita Brands International (NYSE: CQB  ) has been a constant player, if troubled in recent years. Margin pressure and a shift in industry trends left the company with weak financials and angry shareholders, but in the past 12 months much of that has turned around. In the midst of a restructuring and armed with a (relatively) new CEO, this company is pushing its 52-week highs but may be headed higher. Does the banana brand belong in your portfolio?

  • [By Jack Kramer and Nick Martell]

    3. Chiquita earnings get frozen
    Just in time for our favorite part of the year, smoothie season, your favorite childhood banana distributor,Chiquita Brands (NYSE: CQB  ) , reported first-quarter earnings onFridaythat investors (figuratively) threw bananas at. Revenue for the first three months of 2014 fell 2% from the same period the previous year, to $762 million.

  • [By Rich Smith]

    Charlotte, N.C.-based Chiquita Brands (NYSE: CQB  ) will soon have a new chief financial officer -- and a new chief operating officer, too. Sort of.

  • source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/best-consumer-service-stocks-to-buy-right-now.html

Best Airline Stocks To Watch Right Now

Best Airline Stocks To Watch Right Now: Air France KLM SA (AFLYY.PK)

Air France-KLM SA (Air France-KLM), incorporated on April 23, 1947, is an airline engaged in the business of passenger transportation. It has four segments: Passenger, Cargo, Maintenance and Other. The Company's primary business is to hold direct or indirect interests in the capital of air transport companies and, more generally, in any companies in France or elsewhere whose purpose is related to the air transport business. Air France-KLM activities also include cargo, aeronautics maintenance and other air-transport related activities including, principally, catering and charter services. At March 31, 2011, the Air France-KLM group fleet consists of 609 aircraft, of which 593 were operational. At March 31, 2011, 274 aircraft were fully owned (45% of the fleet), 117 aircraft were under finance lease representing 19% of the fleet and 218 under operating lease representing 36% of the fleet.

Passenger

Passenger operating revenues primarily come from passenger transportation services on scheduled flights with the Company's airline code, including flights operated by other airlines under code-sharing agreements. They also include commissions paid by SkyTeam alliance partners, code-sharing revenues, revenues from excess baggage and airport services supplied by the Company's to third party airlines and services linked to information technology (IT) systems.

Cargo

Cargo operating revenues come from freight transport on flights under the companies' codes, including flights operated by other partner airlines under code-sharing agreements. Other cargo revenues are derived principally from sales of cargo capacity to third parties. During the fiscal year ended March 31, 2011, the Company transported more than 1.5 million tons of cargo, of which 66% in the bellies of passenger aircraft and 33! % in the cargo fleet, to a network of approximately 254 destinations in approximately 111 countries. Air Fra nce-KLM Cargo has a product range organized around four prod! uct families, Equation, Cohesion, Variation and Dimension.

Maintenance

Maintenance operating revenues are generated through maintenance services provided to other airlines and customers globally. The Company's two engine shops are located in Amsterdam and Paris. CFM56 engine shops support the fleet of CFM56-5 power plants in the world, with nearly 400 engines operated by numerous airlines. CF6-80E1 provides full-service maintenance. KLM Engineering & Maintenance (AFI KLM E&M) provides an alternative to the manufacturer's services in terms of overhaul and services on this engine with its offering supported by technological infrastructure.

Other

The revenues from this segment come primarily from catering supplied by the Company to third-party airlines and to charter flights operated primarily by Transavia. The catering business is regrouped around Servair, an Air France subsidiary which generates more than 90% of the reve nues of this activity, and KLM Catering Services, a subsidiary of KLM.

Advisors' Opinion:
  • [By El Torero]

    The airline will undoubtedly pounce on the likely failings of rival companies, though this is also an area where easyJet will be eager to move in. Spanair is gone as is Malev Zrt, two former Ryanair rivals. Air France-KLM (AFLYY.PK) and Iberia are in trouble, among other European airlines. Ryanair will take advantage of such weaknesses in its aim of becoming Europe's out-and-out dominant short-haul carrier. As other airlines cut routes, airports are now looking to Ryanair to take up the newly available airport space. As a result of this, with "opportunities opening up in Germany, Scandinavia and Central Europe" in particular, Ryanair's deputy chief executive, Howard Millar sees the Irish company increase its market sha! re from 1! 5 percent to 20 percent before the end of the decade.

  • source from Top Stocks For 2015:http://www.topstocksblog.com/best-airline-stocks-to-watch-right-now.html

Friday, May 30, 2014

Best Media Stocks To Buy Right Now

SAN FRANCISCO (MarketWatch) ��Apple Inc. posted its highest close in almost a year on a day that mostly saw gains across the tech sector. H-P closed Tuesday with a slight loss, but then rallied in after-hours trading after reporting a profit in the latest quarter.

Apple (AAPL) �shares rose $9.66, or almost 2%, to close at $533.40, the highest finish for the iPhone and iPad maker since Dec. 2012.

In addition to Apple, many social media stocks closed with gains Tuesday following the prior-day�� losses. Yelp Inc. (YELP) �rose 6.4%, to $61.92; Pandora Media Inc. (P) �climbed by almost 3%, to $28.79; Facebook Inc. (FB) �rose 2.4%, to close at $45.89 and Twitter Inc. (TWTR) �gained nearly 3% to end the day at $40.18.

Best Media Stocks To Buy Right Now: Charter Communications Inc.(CHTR)

Charter Communications, Inc., through its subsidiaries, provides entertainment, information, and communications solutions to residential and commercial customers in the United States. The company offers cable video programming services, such as basic and digital video, premium channels, OnDemand, pay-per-view, high definition television, digital video recorder, and online video services; Internet services; Charter.net, which provides multiple e-mail addresses, as well as various entertainment, games, news, and sports content; and telephone services. It also provides broadband communications solutions, such as Internet access, data networking, fiber connectivity to cellular towers and office buildings, video entertainment services, and business telephone services under the Charter Business brand name to business and carrier organizations. As of December 31, 2011, the company served approximately 4.1 million video customers; approximately 3.5 million Internet customers; appr oximately 1.7 million telephone customers; and approximately 476,200 commercial primary service units. Charter Communications, Inc. was founded in 1999 and is based in St. Louis, Missouri.

Advisors' Opinion:
  • [By Sean Williams]

    What specifically led both stocks higher today was speculation that Charter Communications (NASDAQ: CHTR  ) is on the acquisition hunt. According to CNBC, Time Warner Cable's CEO Glenn Britt has discussed the possibility of merging with Charter; however, CNBC also commented that Time Warner Cable isn't likely to pursue the deal. That still proved more than enough to send Time Warner Cable and rival Cablevision higher, as any M&A acquisition in this sector would only serve to improve pricing power for these broadcasting companies.

Best Media Stocks To Buy Right Now: CBS Corporation(CBS)

CBS Corporation, together with its subsidiaries, operates as a mass media company in the United States and internationally. The company?s Entertainment segment distributes a schedule of news and public affairs broadcasts, sports, and entertainment programming; produces, acquires, and distributes programming, including series, specials, news, and public affairs; produces and distributes theatrical motion pictures across various genres; and operates online content networks for information and entertainment. Its Cable Networks segment owns and operates multiplexed channels that offers subscription program services, including recently released theatrical feature films, original series, documentaries, boxing, mixed martial arts and other sports-related programming, and special events; and CBS College Sports Network, a 24-hour cable program service related to college sports. This segment also owns and manages Smithsonian Networks, which operates Smithsonian Channel, a basic cab le service in the United States. The company?s Publishing segment publishes and distributes adult and children?s consumer books in printed, audio, and digital formats. Its Local Broadcasting segment owns 29 broadcast television stations; owns and operates 130 radio stations in 28 U.S. markets and related online properties; and owns local Websites that combine television and radio local media brands online to provide the latest news, traffic, weather, and sports information, as well as local discounts, directories, and reviews. The company?s Outdoor segment sells advertising space on various media, including billboards, transit shelters and other street furniture, buses, rail systems, mall kiosks, stadium signage, and in retail stores. CBS Corporation was founded in 1986 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Paul Ausick]

    The recent spat between Time Warner Cable and CBS Corp. (NYSE: CBS) that resulted in a month-long blackout of CBS stations from Time Warner in several markets over a dispute on retransmission fees is yet another signal that traditional cable and satellite providers may be suffering more than we think. CBS was reportedly demanding a payment of $2 a month per subscriber and Time Warner was offering $1 or less.

Best Insurance Companies To Watch For 2015: Time Warner Cable Inc(TWC)

Time Warner Cable Inc., together with its subsidiaries, operates as a cable operator in the United States. It offers video, high-speed data, and voice services over its broadband cable systems to residential and commercial customers. The company provides a range of video services, including on-demand, high-definition (HD), and digital video recorder (DVR) services; residential high-speed data services with connection to the Internet; wireless mobile broadband Internet services; and digital phone services to residential customers. It offers video programming tiers and music services; high-speed data, networking, and transport services; and commercial digital phone service to small and medium-sized businesses under the Time Warner Cable Business Class brand. Further, Time Warner Cable Inc. sells advertising to various national, regional, and local customers. As of June 30, 2011, the company served approximately 14.5 million residential and commercial customers in the New Yor k State, the Carolinas, Ohio, southern California, and Texas. Time Warner Cable Inc. is based in New York, New York.

Advisors' Opinion:
  • [By Paul Ausick]

    Charter Communications Inc. (NASDAQ: CHTR) is reported to be preparing an offer to acquire larger competitor Time Warner Cable Inc. (NYSE: TWC) at a price below $135 a share. Time Warner has reportedly indicated that it would likely accept an offer north of $150 a share, so if Charter comes in with its low-ball (a bear hug) offer the primary reason is that it wants to get the ball rolling.

  • [By Steven Russolillo]

    By comparison, retail giant Target Corp.(TGT) has a $39 billion market cap, Yahoo Inc.(YHOO) has a $41.1 billion market value and Time Warner Cable(TWC) has a market cap of $37.6 billion.

  • [By Evan Niu, CFA]

    Time Warner Cable (NYSE: TWC  ) has been named as one of the cable operators most willing to play ball with Apple, which entails ceding control of the interface to Apple. The countless number of interfaces that TV users currently have to cope with was always one of the biggest problems that Steve Jobs saw in the status quo, which he detailed in 2010:

Best Media Stocks To Buy Right Now: Discovery Communications Inc(DISCA)

Discovery Communications, Inc. operates as a non fiction media and entertainment company worldwide. The company provides original and purchased programming across various distribution platforms. Its content covers science, exploration, survival, natural history, sustainability of the environment, technology, docu-series, anthropology, paleontology, history, space, archaeology, health and wellness, engineering, adventure, lifestyles, forensics, civilization, and current events. The company owns and operates nine national television networks in the United States, including Discovery Channel, TLC, Animal Planet, Science Channel, Investigation Discovery, Military Channel, Planet Green, Discovery Fit & Health, and Velocity. Discovery Communications also has interests in Oprah Winfrey Network, a pay-television network and Web site; The Hub that features original programming, game shows, and live-action series and specials; and 3net, a three-dimensional network. In addition, it o ffers network branded Web sites, and mobile and video-on-demand services; and distributes various national and pan-regional television networks. Further, the company develops and sells curriculum-based products and services to public and private K-12 schools, such as access to an online VOD service that includes curriculum-based tools, professional development services, and student assessment and publication of hardcopy curriculum-based content; and postproduction audio services to motion picture studios, independent producers, broadcast networks, cable channels, advertising agencies, and interactive producers. As of December 31, 2011, it operated approximately 150 distribution feeds in 40 languages. The company is headquartered in Silver Spring, Maryland.

Advisors' Opinion:
  • [By Harold L. Vogel]

    *Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.

  • [By Tom Taulli]

    Still, BCE has a strong brand and substantial financial resources, as well as a top-notch network that reaches more than 70% of Canadians. BCE also has the advantage of owning premium content, with rights to programming for Discovery (DISCA) and Viacom’s (VIAB) MTV. Its prospects also look bright with concern to mobile, where the company has invested heavily in its payments solutions.

Best Media Stocks To Buy Right Now: DISH Network Corporation(DISH)

DISH Network Corporation, through its subsidiaries, provides direct broadcast satellite (DBS) subscription television services in the United States. It offers programming that includes approximately 280 basic video channels, 60 Sirius satellite radio music channels, 30 premium movie channels, 35 regional and specialty sports channels, 2,800 local channels, 250 Latino and international channels, and 55 channels of pay-per-view content. The company also offers local HD channels in approximately 160 markets and 215 national HD channels; and receiver systems, including a small satellite dish, digital set-top receivers, and remote controls. In addition, it provides DISHOnline.com, which enables DISH Network subscribers to watch 150,000 movies, television shows, clips, and trailers; DISH Remote Access that enables subscribers to remotely manage their DVRs using compatible mobile devices, such as smartphones, tablets, and laptops through their broadband-connected receiver; and Go ogle TV that enables DISH Network subscribers to search the Internet, check email, interact with social media, and find additional online programming content while simultaneously watching television. As of March 31, 2011, the company had approximately 14.191 million customers. DISH Network provides receiver systems and programming through direct sales channels; and independent third parties, such as small satellite retailers, direct marketing groups, local and regional consumer electronics stores, nationwide retailers, and telecommunications companies. The company was founded in 1980 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Louis Navellier]

    DIRECTV Holdings LLC is the largest direct-broadcast satellite service in the United States, ahead of No. 2 DISH Network (DISH). DIRECTV continues to upgrade its services and add new customers even as its rivals in the cable TV business lose subscribers. With 27,200 employees, the company currently serves more than 37 million customers across the U.S. and Latin America.

  • [By Jeremy Bowman]

    What: Shares of Clearwire (NASDAQ: CLWR  ) were on fire today, climbing up as much as 31% after DISH Network (NASDAQ: DISH  ) raised its bid for the 4G network provider from $3.30 to $4.40 a share, topping Sprint Nextel's (NYSE: S  ) bid by $1.

  • [By Anders Bylund]

    Sprint Nextel (NYSE: S  ) and Clearwire (NASDAQ: CLWR  ) are nearing the end of their multiple bidding wars. Figuring out what Japanese wireless vendor Softbank and all-American broadcaster DISH Network (NASDAQ: DISH  ) might get is tough enough, but hardly the whole story. This drama is so complicated, one of the targets (Sprint) is even bidding on the other one (Clearwire).

  • [By Dan Radovsky]

    Are we watching two companies engaging in the usual mergers and acquisition maneuvering between rivals? Or are the daily moves and countermoves of SoftBank and DISH Network (NASDAQ: DISH  ) , as they eye a pot containing Sprint Nextel (NYSE: S  ) and Clearwire (NASDAQ: CLWR  ) , more reminiscent of high-stakes five-card stud?

Best Media Stocks To Buy Right Now: DIRECTV(DTV)

DIRECTV provides digital television entertainment in the United States and Latin America. The company provides direct-to-home (DTH) digital television services, as well as multi-channel video programming distribution services in the United States. It offers various channels of digital-quality video entertainment and CD-quality audio programming directly to subscribers' homes or businesses, as well as video-on-demand services; and approximately 160 national high-definition television channels and 4 3D channels. The company also provides premium professional and collegiate sports programming, such as the NFL SUNDAY TICKET package, which allows subscribers to view the NFL games. In addition, it offers DTH digital television services in Latin America and the Caribbean, including Puerto Rico. The company provides its local and international programming under the DIRECTV and SKY brand names. As of December 31, 2010, it served approximately 19.2 million subscribers in the United States; and 8.9 million subscribers in Latin America. The company was founded in 1990 and is based in El Segundo, California.

Advisors' Opinion:
  • [By Jason Moser and Eric Bleeker, CFA]

    Time Warner (NYSE: TWX  ) , AT&T (NYSE: T  ) , and DIRECTV (NASDAQ: DTV  ) are all bidding on Hulu. Sure, the streaming star has a nice content assortment, but what these bidders are really paying for is branding. Hulu's market share of about 10% may not seem that impressive, but it has great recognition and app placement within major platforms such as Roku and the Xbox. In the following video, Eric and Jason break down the streaming star's appeal.

  • [By Ian Wyatt]

    And DirecTV (DTV) has shot up 20.5% as consumers flock to digital television with DVR capabilities.

    By owning shares of Berkshire Hathaway (BRK.B), you essentially own a slice of all those stocks.

Best Media Stocks To Buy Right Now: Comcast Corporation(CMCSA)

Comcast Corporation, together with its subsidiaries, provides entertainment, information, and communications products and services in the United States and internationally. Its Cable Communications segment provides video, high-speed Internet, and phone services to residential and business customers. As of June 30, 2011, its cable systems served approximately 22.5 million video customers, 17.5 million high-speed Internet customers, and 9.1 million phone customers. The company?s Cable Networks segment operates cable entertainment networks, such as USA Network, Syfy, E!, Bravo, Oxygen, Style, G4, Chiller, Sleuth, and Universal HD; news and information networks, including CNBC, MSNBC, and CNBC World; cable sports networks comprising Golf Channel and VERSUS; regional sports and news networks; international entertainment, and news and information networks, such as CNBC Europe, CNBC Asia, and Universal Networks International portfolio of networks; cable television production oper ations; and digital media properties consisting primarily of brand-aligned Websites and other Websites, such as DailyCandy, Fandango, and iVillage. Its Broadcast Television segment operates the U.S. broadcast networks, NBC and Telemundo; 10 NBC and 15 Telemundo owned local television stations; broadcast television productions; and related digital media properties. The company?s Filmed Entertainment segment operates Universal Pictures, which produces, acquires, markets, and distributes filmed entertainment and stage plays worldwide in various media formats for theatrical, home entertainment, television, and other distribution platforms. Its Theme Parks segment operates Universal Studios Hollywood park and Wet ?n Wild water park, as well as licenses intellectual properties and provides services to third parties that own and operate Universal Studios Japan and Universal Studios Singapore. Comcast Corporation was founded in 1963 and is based in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Jonathan Berr]

    Technological Prowess: Apple’s stock has skyrocketed in recent years thanks to revolutionary product (iPod, iPhone and iPad) after revolutionary product — but also on their many iterations. Next up for the company is likely the iPhone 6, which according to MacRumors is expected to launch Apple into the big-screen phone arena (something many Apple fans have yearned for), and should utilize a faster chip than current models. However, AAPL also reportedly is in talks with Comcast (CMCSA) about developing a video streaming/cable alternative that would presumably take on Netflix (NFLX); working on developing specialized applications for cars known as telematics; and has brought streaming capability to iTunes to further assert its musical dominance.Reports that the company’s best days are behind it seem harsh.

  • [By Victor Selva]

    Comcast Corporation (CMCSA) is a media and technology company with two businesses, Comcast Cable and NBCUniversal Media LLC. The company has five segments: Cable Communications, Cable Networks, Broadcast Television, Filmed Entertainment and Theme Parks.

  • [By Tim Beyers]

    Despicable Me 2, at an estimated $229.2 million in the U.S. and $472.4 million worldwide, is a similarly huge success for Comcast (NASDAQ: CMCSA  ) and NBCUniversal. Guillermo Del Toro's giant robots and Kevin James' belly flops never really stood a chance against Gru's mighty minions.

Thursday, May 29, 2014

Rolaids Back on U.S. Store Shelves

The U.S. division of Paris-based Sanofi (NYSE: SNY) announced on Monday that an iconic U.S. consumer product not named Twinkies is on its way back to store shelves. Over-the-counter antacid Rolaids is once again available after a gap of nearly three years.

Sanofi's U.S. consumer products subsidiary Chattem Inc. acquired the rights to the Rolaids brand from McNeil-PPC, Inc. — a division of Johnson & Johnson (NYSE: JNJ) — in January of this year and has lived up to its promise to get the product back on store shelves by the end of 2013. J&J pulled Rolaids from the market in December 2010 following the discovery of contamination in the tablets which were made under contract.

J&J reportedly paid $16.6 billion to Pfizer Inc. (NYSE: PFE) to acquire the Rolaids brand in 2006. The terms of the sale to Sanofi was not disclosed.

Top 10 Valued Stocks To Watch For 2015

TV chef Guy Fieri has been hired to market Rolaids and Chattem said it will resurrect one of the most recognizable taglines in advertising history to support the product launch: "How do you spell relief? R-O-L-A-I-D-S."

Maybe you had to be there.

Shares of Sanofi are up about 0.2% Monday afternoon at $48.08 in a 52-week range of $42.20 to $55.94.

Wednesday, May 28, 2014

Can Apple-Beats jazz up stagnant industry?

SAN FRANCISCO — Can Apple CEO Tim Cook squeeze growth out of a stagnant industry?

Maybe – now that he's bought a company that can convince consumers to shell out $100 for a pair of ear buds.

Apple's acquisition of Beats Electronics gives the technology giant a small but much-needed product refresh in both hardware and software.

In addition to its line of hip consumer electronics – Beats sells audio gear at Best Buy's online store for between $80 and $380, for example – the Santa Monica-based upstart rolled out an online streaming music service in January.

Given that global streaming music revenue surged 51 percent in 2013, while U.S. sales of downloaded singles fell 3.3 percent, the deal should goose Apple's iTunes business, where growth has slowed dramatically in the past 12 months.

Total Apple revenue is seen rising 6 percent for the fiscal year ended in September, less than last year, as Samsung and other smartphone rivals take iPhone market share with large-screen devices.

If Cook can plug the music industry cred of Beats co-founder and legendary rap producer Dr. Dre into Apple's marketing machine, he could boost growth.

And having veteran industry executive Jimmy Iovine, Beats' other co-founder, along as a partner could help in future music-licensing negotiations with the big labels.

While Beats is Apple's largest acquisition ever, getting a hot product portfolio that comes with industry savvy for $3 billion seems like a pretty safe financial bet when you manage more than $200 billion in assets, as Cook does.

Still, the music business is a tough place to find growth, with U.S. sales remaining stagnant at $7 billion for three straight years, according to the Recording Industry Association of America.

Digital sales rose almost 8 percent, though, and Cook now has the assets to capture more of that growing market if he can fit together all the pieces and personalities Apple just acquired.

In addition to new iPhones and iPads, U.S.! consumers can count on seeing a lot more Beats ear buds, headphones and speakers in advertising, online and in Apple stores soon.

John Shinal has covered tech and financial markets for more than 15 years at Bloomberg, BusinessWeek,The San Francisco Chronicle, Dow Jones MarketWatch, Wall Street Journal Digital Network and others. Follow him on Twitter: @johnshinal.

Tropical Storm Humberto Next Storm Risk, For Now

Tropical Storm Humberto has formed off the coast of Africa, and the formation is earlier than most storms. This storm is also projected to become a hurricane. The good news for the United States is that this is projected to move mostly northward in the Atlantic Ocean. If that occurs, then TS Humberto or Hurricane Humberto is expected to not pose a severe risk to the United States.

One thing we have seen in all hurricane tracking in aggregate over the years is that the projected cones and projected paths deviate. Many storms never follow the projected paths at all. Some tropical storms get projected to dissipate, only to become hurricanes. Some tropical storms or hurricanes have been projected to dissipate, only to become more serious storms.

It is also expected that the hurricane status will change back into a tropical storm. We will just have to wait over the coming days to see if this system really follows the path or not. We have taken an image from the National Hurricane Center below.

TS Humberto

Tuesday, May 27, 2014

Morgan Stanley CEO: Odds of Another Crash 'Close to Zero'

Hot Chemical Companies To Own In Right Now

Mitsubishi UFJ Financial Group And Morgan Stanley CEOs Hold News ConferenceTomohiro Ohsumi/Bloomberg via Getty ImagesMorgan Stanley CEO James Gorman. With the five-year anniversary of the financial meltdown just around the corner, many still worry it could happen all over again. But James Gorman isn't one of them. Gorman, chief executive at Morgan Stanley (MS), told "The Charlie Rose Show" (via Bloomberg) that he believes the likelihood of another panic of the kind that nearly drove the U.S. economy to the brink is very low. "The probability of it happening again in our lifetime is as close to zero as I could imagine," Gorman said. Financial-services companies today are very different animals, he said. "The way these firms are managed, the amount of capital that they have, the amount of liquidity that they have, the changes in their business mix -- it's dramatic."

Monday, May 26, 2014

Best Specialty Retail Companies To Own For 2015

Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA) will conduct a conference call to discuss its third quarter 2013 results on Thursday, December 5, 2013 at 5:00 p.m. Eastern Time / 4:00 p.m. Central Time. A press release detailing the Company's third quarter 2013 results will be issued after the market closes and prior to the call.

Wall Street anticipates that the personal services company will earn $0.74 per share for the quarter. iStock expects ULTA to beat Wall Street's consensus number. The iEstimate is $0.75.

Ulta operates specialty retail stores in the United States. Its stores offer cosmetics, fragrance, haircare, and skincare products, as well as related accessories and services. The specialty retailer has topped Wall Street's earnings forecast 16 consecutive quarters.

Best Specialty Retail Companies To Own For 2015: Barnes & Noble Inc (BKS)

Barnes & Noble, Inc. (Barnes & Noble), incorporated on November 19, 1986, is a bookseller. The Company is a content, commerce and technology company that provides customers access to books, magazines, newspapers and other content across its multi-channel distribution platform. As of April 27, 2013, it operated 1,361 bookstores in 50 states, 686 bookstores on college campuses, and operates one of the Web eCommerce sites, and develops digital content products and software. Barnes & Noble operates in three segments: B&N Retail, B&N College and NOOK. The Company�� principal business is the sale of trade books (generally hardcover and paperback consumer titles), mass market paperbacks (such as mystery, romance, science fiction and other popular fiction), children�� books, eBooks and other digital content, NOOK and related accessories, bargain books, magazines, gifts, cafe products and services, educational toys & games, music and movies direct to customers through its bookstores or on barnesandnoble.com.

Of the Company�� 1,361 bookstores, 675 operate primarily under the Barnes & Noble Booksellers trade name. Barnes & Noble College Booksellers, LLC (B&N College), a wholly owned subsidiary of Barnes & Noble, operates 686 college bookstores at colleges and universities across the United States. Barnes & Noble Retail (B&N Retail) operates the 675 retail bookstores. Retail also includes the Company�� eCommerce site and Sterling Publishing Co., Inc. (Sterling or Sterling Publishing), a leader in general trade book publishing.

B&N Retail

This segment includes 675 bookstores as of April 27, 2013, primarily under the Barnes & Noble Booksellers trade name. These stores generally offer a dedicated NOOK area, a comprehensive trade book title base, a cafe, and departments dedicated to Juvenile, Toys & Games, DVDs, Music, Gift, Magazine and Bargain products. The stores also offer a calendar of ongoing events, including author appearances and children�� activities. The B&! N Retail segment also includes the Company�� eCommerce website, barnesandnoble.com, and its publishing operation, Sterling Publishing. Barnes & Noble stores range in size from 3,000 to 60,000 square feet depending upon market size, with an overall average store size of 26,000 square feet. During the fiscal year ended April 27, 2013 (fiscal), the Company reduced the Barnes & Noble store base by 0.3 million square feet, bringing the total square footage to 17.7 million square feet. The Company�� B&N Retail segment purchases physical books on a regular basis from over 800 publishers and over 50 wholesalers or distributors. As of April 27, 2013, Barnes & Noble had stores in 162 of the total 210 Designated Market Area markets.

Sterling Publishing is a publisher of non-fiction trade titles. It is a range of non-fiction and illustrated books and kits across a range of imprints, in categories, such as health and wellness, music and culture, food and wine, crafts and photography, puzzles and games, history and current affairs, as well as a children�� books.

B&N College

B&N College sells new and used textbooks in campus bookstores and online. As of April 27, 2013, B&N College operated 686 stores nationwide. The Company�� customer base, which is mainly consisted of students and faculty, can purchase various items from their campus stores, including textbooks and course-related materials, emblematic apparel and gifts, trade books, computer products, NOOK products and related accessories, school and dorm supplies, convenience and cafe items.

As of April 27, 2013, B&N College operates 651 traditional college bookstores and 35 academic superstores, which are generally larger in size, offer cafes and provide a sense of community that engages the surrounding campus and local communities in college activities and culture. The traditional bookstores range in size from 500 to 48,000 square feet. The academic superstores range in size from 8,000 to 75,000 square feet. B&! N College! �� three customer constituencies are students, faculty members and campus administrators.

NOOK

This segment includes the Company�� digital business, which includes the Company�� eBookstore, digital newsstand and sales of NOOK devices and accessories to third party distribution partners, as well as to B&N Retail and B&N College. Barnes & Noble�� NOOK digital bookstore and Reading Apps provide customers the ability to purchase and read their digital content and access to their Lifetime Library on a range of digital platforms, including Windows 8 PCs and tablets, iPad, iPhone , Android smartphones and tablets, PC and Mac. Barnes & Noble has implemented features on its digital platform to ensure that customers can access their NOOK content from almost all of today�� most popular devices.

The Company competes with Target, Books-A-Million, Waldenbooks, Amazon.com, Apple, Wal-Mart and Costco.

Advisors' Opinion:
  • [By Sean Williams]

    This week, we'll turn our attention to retailer Barnes & Noble (NYSE: BKS  ) and its now-former CEO, William Lynch.

    The dunce cap
    It's been an ugly past couple of years for book and e-reader retailer Barnes & Noble. We found out this week that it's about to get even uglier.

  • [By Rick Munarriz]

    In this video, longtime Fool contributor Rick Munarriz explains why Netflix (NASDAQ: NFLX  ) , Barnes & Noble (NYSE: BKS  ) , and even Amazon.com (NASDAQ: AMZN  ) are featured brands in the Microsoft mini-store ad. This is a humbler Mr. Softy than we've seen before, and that may ultimately pay off for Microsoft stock.

  • [By Geoff Gannon]

    I lost money when I was long Barnes & Noble (BKS). But if you shorted the stock when I bought it ��you would��e lost more than 25% by now, and a lot of time (when the market was rising), and shorting isn�� free. So, it would��e gone very, very badly for you unless you really had the timing right.

  • [By Paul Ausick]

    The big question in the retail sector is whether any company can hold on against Amazon.com Inc. (NASDAQ: AMZN). Corner bookstores have all but disappeared, Borders is history and Barnes & Noble Inc. (NYSE: BKS) is teetering on the edge of doom.

Best Specialty Retail Companies To Own For 2015: Firstin Wireless Technology Inc (FINW)

Firstin Wireless Technology, Inc., formerly Passionate Pet, Inc., incorporated on September 30, 2010, is a mobile service provider. The Company is a software-based mobile service provider that enables enterprises and business users to make affordable and business-quality international long distance and roaming calls over its hybrid mobile VoIP (HY-mVoIPTM) technology. Its service does not replace a user�� existing wireless service, it augments it with global communication capabilities. The Company's application is free to download, and is available on Apple iPhone, Blackberry and Android smartphones.

The Company provides international long distance and roaming services to enterprises and business travelers over smartphones. Business users need to download the Firstin application onto their smartphones to allow them to place and receive international long distance and roaming calls from anywhere in the world for a fixed monthly fee and unlimited usage. The Company intends to revolutionize business mobile communications by spearheading the enterprise mobile VoIP revolution allowing for anywhere, anytime, business-quality and low-cost voice and data communications over smartphones.

Advisors' Opinion:
  • [By Peter Graham]

    A look at SofTech, Inc�� financials reveals revenues of $1,375k (most recent reported quarter), $1,558k, $1,458k and $1,772k for the past four quarters along with net losses of $266k (most recent reported quarter), $51k and $14k and net income of $252k. At the end of August, SofTech, Inc had $828k in cash to cover $2,717k in current liabilities and $5,445k in total liabilities. Given the recent Asset Purchase Agreement and the deal with lenders, it would be good to wait for some more financials to see how SofTech, Inc�� balance sheet has improved.

    Firstin Wireless Technology Inc (OTCMKTS: FINW) Has Been Quiet Since February

    Small cap Firstin Wireless Technology is a mobile communications company that is leading the shift to the enterprise mobile VoIP revolution through its mobile telephony platform and apps, including a flagship Firstin solution that allows for anywhere, anytime mobile communications at significant cost reductions. On Friday, Firstin Wireless Technology closed at $0.255 for a market cap of $8.57 million plus FINW is down 3,087.5% over the past year and down 78.7% since August 2011 according to Google Finance.

  • [By Peter Graham]

    Small cap stocks Bonamour Inc (OTCBB: BONI), Firstin Wireless Technology Inc (OTCMKTS: FINW) and Microchannel Technologies Corp (OTCBB: MCTC) have been attracting attention from variosu investment newsletters lately with at least two of these stocks being the subject of paid promotions. Of course, there is nothing wrong with properly disclosed paid promotions or investor relation types of activities as its up to investors and traders alike to do their due diligence. So how hot are these small cap stocks? Here is a quick reality check that might cool your appetite:

Top Transportation Companies For 2015: Puget Technologies Inc (PUGE)

PUGET TECHNOLOGIES, INC., incorporated on March 17, 2010, is a development-stage company. The Company is engaged in the distribution of luxury wool bedding sets produced in Germany. The Company�� product includes Lama Wool, Camel Wool, Cashmere Wool and Merino Wool.

The Company�� Lama Wool is consists of 50% Lama Wool hair, and 50% Merino wool hair. The Camel wool is consists of 50% Camel wool hair, and 50% Merino wool hair. The Cashmere wool is blended with Merino wool.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Inscor, Inc (OTCMKTS: IOGA), Puget Technologies Inc (OTCBB: PUGE) and PTA Holdings Inc (OTCMKTS: PTAH) have all been getting some attention lately in various investment newsletters or investor alerts. However, two of these small caps have been the subject of paid promotions while the third is getting attention largely because its in the growing marijuana or cannabis business. With that in mind, are these stocks really all that hot or not? Here is a quick reality check:

Best Specialty Retail Companies To Own For 2015: FTD Companies Inc (FTD)

FTD Companies, Inc. (FTD), incorporated on April 25, 2008, is a floral and gifting company. The Company provides floral, gift and related products and services to consumers and retail florists, as well as to other retail locations offering floral and gift products primarily in the United States, Canada, the United Kingdom, and the Republic of Ireland. The Company operates in one segment, which includes floral and related products and services. Its business uses the FTD and Interflora brands, both supported by the Mercury Man logo. The Company�� portfolio of brands also includes Flying Flowers, Flowers Direct, and Drake Algar in the United Kingdom. On November 1, 2013, United Online, Inc. (United Online) completed the separation of United Online into two independent, publicly traded companies: FTD Companies, Inc. and United Online, Inc.

The Company�� products revenues are derived primarily from selling floral, gift and related products to consumers and the related shipping and service fees. Products revenues also include revenues generated from sales of hard goods, software and hardware systems, cut flowers, packaging and promotional products, and a range of other floral-related supplies to floral network members. Its services revenues related to orders sent through the floral network are variable based on either the number of orders or on the value of orders and are recognized in the period in which the orders.

Advisors' Opinion:
  • [By John Udovich]

    As we head towards Black Friday, small cap specialty retail stocks United Online, Inc (NASDAQ: UNTD), TravelCenters of America LLC (NYSE: TA) and MarineMax, Inc (NYSE: HZO) have the distinction of being the best performing small cap�specialty retail stocks for this year (according to Finviz.com) with gains of 181.2%, 123.8% and 71.8%, respectively. With those returns in mind, what are these small cap specialty retail stocks doing right and will the performance last through the all important holiday season? Here is what new and existing investors and traders alike need to know or consider:

    United Online, Inc.�A provider of consumer products and services over the Internet, United Online�� Content & Media segment services are online nostalgia (Memory Lane) and online loyalty marketing (MyPoints) while its�primary Communications segment services are Internet access and email (NetZero and Juno). The reason United Online is among the�best performing specialty retail stocks for this year in various stock screening tools like Finviz.com�is actually misleading as the company has just completed the spin off�of subsidiary FTD Companies, a floral and gifts products company acquired in August 2008 for $441 million, as�FTD Companies Inc (NASDAQ: FTD) where United Online shareholders received one share of FTD common stock for every five shares of United Online common stock they hold. In addition, United Online completed�a�one-for-seven reverse stock split of United Online shares.�On Tuesday, small cap United Online, Inc fell 1.01% to $15.72 (UNTD has a 52 week trading range of $11.65 to $62.30 a share) for a market cap of $207.79 million plus the stock is up 181.2% since the start of the year and up 182.2% over the past five years. Meanwhile, the FTD Companies Inc�now has a�market cap of $611.60 and the stock is up almost 6% since October.

Best Specialty Retail Companies To Own For 2015: Vitacost.com Inc (VITC)

Vitacost.com, Inc. (Vitacost), incorporated in May 20, 1994, is an online retailer of health and wellness products, including dietary supplements such as vitamins, minerals, herbs and other botanicals, amino acids and metabolites, as well as cosmetics, natural personal care products, pet products, sports nutrition and health foods. The Company sells these products directly to consumers primarily through its Website, www.vitacost.com. It offers its customers the selection of healthy living products. It offers its customers a selection of approximately 40,000 Stock Keeping Units (SKUs), from over 2,000 third-party brands, such as New Chapter, Nature�� Way, Twinlab, Source Naturals, Jarrow Formulas, Jason, Desert Essence, Atkins, Bob�� Red Mill, BSN, Optimum Nutrition, USP Labs and MuscleTech in addition to its own brands: Vitacost, Cosmeceutical Sciences Institute (CSI), Best of All, and Smart Basics. As of December 31, 2012, the Company had approximately 2.1 million customers.

The Company offers products in a range of potency levels and dosage forms, such as tablets, capsules, vegi-capsules, softgels, gelcaps, liquids and powders. It offers products that encompass four main categories: Vitamins, Minerals, Herbs and Supplements; Sports Nutrition; Beauty; and Natural and Organic Food.

Vitamins, Minerals, Herbs and Supplements (VMHS)

VMHS products are taken to maintain or improve health and address specific health conditions. In its dietary supplements category, the Company offers its offer its Vitacost branded products as well as third-party brands such as Nature�� Way, Twinlab, Jarrow, Carlson and Rainbow Light. Vitamin and mineral products include multi-vitamins, lettered vitamins, such as Vitamin A, C, D, E and B-complex, along with minerals such as calcium, magnesium, chromium and zinc.

Herbal products include whole herbs, standardized extracts, herb combination formulas and teas. Supplements include essential fatty acids, probiotics, anti-o! xidants, phytonutrients and condition-specific formulas.

Sports Nutrition

Sports nutrition products are used in conjunction with cardiovascular conditioning, weight training and sports activities. Major categories in sports nutrition include protein and weight gain powders, meal replacements, nutrition bars, sport drinks and pre and post-workout supplements. The Company offers bodybuilding and sports products from third parties, such as Optimum Nutrition, CytoSport and BSN as well as our Vitacost branded sports nutrition products.

Beauty

Natural care products consist of a variety of natural products for skin, body, hair and oral health. The Company offers hundreds of natural personal-care products from companies, such as JASON, and Kiss My Face, as well as its CSI-branded products. These products appeal to allergen-conscious and environmentally-conscious consumers seeking products that are made without harsh chemicals and additives.

Natural and Organic Food

Natural and organic food products consist of organic and specialty products such as organic peanut butter, gluten free foods and low mercury tuna and salmon. The Company offers third-party brands, such as Kashi, Eden Foods and Amy�� Organic, as well as its Best of All natural food products.

Under its Vitacost brand, the Company offers over 900 products including multivitamins, minerals, herbs, amino acids, anti-oxidants and others. Under its CSI brand, it markets and sells health and beauty products such as facial cleanser, facial and body moisturizing creams and lotions, and other beauty and skincare products. Under its Best of All brand, it markets and sells organic food products such as banana chips, trail mix, almonds, cashews and more. Under its Smart Basics brand, it markets and sells organic fruit juices and extracts and related dietary supplements. Under its Walker Diet brand, it markets and sells low carb powders used to assist in weight loss and ! managemen! t.

Advisors' Opinion:
  • [By Seth Jayson]

    Margins matter. The more Vitacost.com (Nasdaq: VITC  ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Vitacost.com's competitive position could be.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Vitacost.com (Nasdaq: VITC  ) , whose recent revenue and earnings are plotted below.

Best Specialty Retail Companies To Own For 2015: Ulta Salon Cosmetics and Fragrance Inc (ULTA)

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta), incorporated on January 9, 1990, is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services in the United States. During the year ended January 28, 2012 (fiscal 2011), the Company opened 61 new stores. It operates full-service salons in all of its stores. Its Ulta store format includes an open and modern salon area with approximately eight to 10 stations. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room, semi-private shampoo and hair color processing areas. Each salon is a full-service salon offering hair cuts, hair coloring and permanent texture, with salons also providing facials and waxing.

The Company offers products in the categories, such as cosmetics, which includes products for the face, eyes, cheeks, lips and nails; haircare, which includes shampoos, conditioners, styling products, and hair accessories; salon styling tools, which includes hair dryers, curling irons and flat irons; skincare and bath and body, which includes products for the face, hands and body; fragrance for both men and women; private label, consisting of Ulta branded cosmetics, skincare, bath and body products and haircare, and other, including candles, home fragrance products and other miscellaneous health and beauty products. The Company has combined its three operating segments: retail stores, salon services and e-commerce, into one reportable segment.

The Company competes with Macy��, Nordstrom, Sephora, Bath & Body Works, CVS/pharmacy, Walgreens, Target, Wal-Mart, Regis Corp., Sally Beauty and JCPenney salons.

Advisors' Opinion:
  • [By Lisa Levin]

    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) shares rose 7.73% to $96.43. The volume of Ulta Salon shares traded was 708% higher than normal. Ulta Salon reported better-than-expected fourth-quarter earnings. Ulta Salon posted its quarterly earnings of $1.09 per share, beating analysts' estimates of $1.07 per share.

Best Specialty Retail Companies To Own For 2015: West Marine Inc (WMAR)

West Marine, Inc., incorporated in September 1993, is a specialty retailer of boating supplies and accessories. The Company offers an assortment of merchandise for the boat and for the boater. It operates in three segments: Stores, Port Supply and Direct-to-Customer. The Company sells to both retail and wholesale customers in its Stores segment. In addition, the Company has three franchised stores in Turkey. The Company�� Port Supply segment is its wholesale segment. The Company�� Direct-to-Customer, which includes e-commerce, catalog and call center transactions. During the year ended December 31, 2011, Stores segment generated approximately 90% of its net revenues. During 2011, products shipped to Port Supply customers directly from its warehouses represented approximately 4% of its net revenues.

During 2011, its Direct Sales segment offered customers around the world more than 75,000 products and accounted for the remaining 6% of its net revenues. Private label products, which the Company sells under the West Marine, Black Tip, Third Reef, Pure Oceans, Lifesling, SeaVolt and Seafit brand names, usually are manufactured in Asia, the United States and Europe.

Stores Segment

During 2011, the Company opened six stores while closing 14 stores. In December 2011, it opened its Fort Lauderdale Boating Superstore, a 50,000 square foot flagship. Its flagship stores ranging in size from 21,000 to 50,000 square feet, offering an array of merchandise typically about 16,000 items, as well as displays designed to help customers make informed product selections. It also operates large format stores, standard-sized stores and smaller Express stores. Its large format stores range from 13,000 to 19,000 square feet and carry about 11,000 items. The standard-sized stores typically range from 6,000 to 12,000 square feet and carry over 6,000 items. Express stores typically range from 2,500 to 3,000 square feet and carry over 4,000 items, mainly hardware and other supplies needed! for day-to-day boat maintenance and repairs.

Port Supply Segment

Port Supply customers include businesses involved in boat sales, boat building, boat commissioning and repair, yacht chartering, marina operations and other boating-related activities. In addition, Port Supply sells to government and industrial customers who use its products for boating and non-boating purposes. Port Supply, the Company�� wholesale segment, serves wholesale customers seeking convenience and a larger assortment of products than those carried by typical distributors.

Direct-to-Customer Segment

The Company�� e-commerce Website provides its customers with access to a selection of approximately 75,000 products, product advisor tips and technical information, over 450 product videos and customer-submitted product reviews. This segment also provides customers with access to knowledgeable technical advisors who can assist its customers in understanding the various uses and applications of the products it sell. It operates a virtual call center from which its associates assist its customers by taking calls from their homes or from its support center in Watsonville, California. Its virtual call center supports sales generated through its e-commerce Website, catalogs and stores and provides customer service offerings.

Advisors' Opinion:
  • [By Interactive Buyside]

    West Marine (Nasdaq: WMAR) is an undervalued retailer.  The company is going through a change in focus from a bricks and mortar boat product retailer to a fully integrated retail and wholesale business through bricks and clicks, targeting the boating and water enthusiast customer.   Recent results have been affected by a severe rainy and cool spring which hurt boat usage and delayed the start of the season.  The company has accelerated cash investments to build larger more productive stores and expand its ecommerce abilities, consequently affecting free cash flow short term.  The stock lacks sponsorship as there is only one research report written on the company by a small boutique firm.  The stock trades at only book value despite the company being the leading industry player with a solid balance sheet and significant net cash position. 

Best Specialty Retail Companies To Own For 2015: Natural Grocers By Vitamin Cottage Inc (NGVC)

Natural Grocers by Vitamin Cottage, Inc., incorporated on April 9, 2012, is a specialty retailer of natural and organic groceries and dietary supplements. The Company operates within the natural products retail industry. The Company offers products and brands, including a selection of natural and organic food, dietary supplements, body care products, pet care products and books.

The Company offers its customers an average of approximately 18,000 store-keeping units (SKUs) of natural and organic products per store, including an average of approximately 7,000 SKU of dietary supplements. As of June 30, 2012, the Company operated 55 stores in 11 states, including Colorado, Idaho, Kansas, Missouri, Montana, Nebraska, New Mexico, Oklahoma, Texas, Utah and Wyoming, as well as a bulk food repackaging facility and distribution center in Colorado. The size of its stores varies from 5,000 selling square feet to 14,500 selling square feet, and a new store averages 9,500 selling square feet.

Advisors' Opinion:
  • [By John Udovich]

    Small cap Natural Grocers by Vitamin Cottage (NYSE: NGVC) and mid cap Sprouts Farmers Market Inc (NASDAQ: SFM) are taking aim at natural and organic foods supermarket giant Whole Foods Market (NASDAQ: WFM), but do either of these stocks have what it takes to take on the the king of organic retailing? Whole Foods Market was founded in Austin way back in 1978 by a�twenty-five year old college dropout and a twenty-one year old�at a time when there were only a handful of natural or organic�supermarkets in the country. Today, Whole Foods Market�has 364 stores in the United States, Canada and the United Kingdom���which are sometimes referred to as ��hole Wallet��r ��hole Paycheck��given how much it costs to shop there.

  • [By David Mamos]

    The Fresh Market Inc. (Nasdaq: TFM), Natural Grocers by Vitamin Cottage Inc. (NYSE: NGVC), and privately held Trader Joe's are others crowding into the field.

  • [By John Udovich]

    Large cap natural and organic foods supermarket giant Whole Foods Market, Inc (NASDAQ: WFM), otherwise known as ��hole Wallet��r ��hole Paycheck,��is not the only player in the natural or organics supermarket space for consumers and investors alike as mid cap Sprouts Farmers Market Inc (NASDAQ: SFM) and small caps Fairway Group Holdings Corp (NASDAQ: FWM) and Natural Grocers by Vitamin Cottage Inc (NYSE: NGVC) are also players in the space. It should be mentioned that Whole Foods Market is down 15.7% since the start of the year and has a downward trending technical chart, but�shares are�still up 13% over the past year, up 426.3% over the past five years and up 3,108.6% since January 1992.

Best Specialty Retail Companies To Own For 2015: CSS Industries Inc (CSS)

CSS Industries, Inc. (CSS), incorporated on November 5, 1923, is a company primarily engaged in the design, manufacture, procurement, distribution and sale of seasonal and all occasion social expression products, principally to mass market retailers. These seasonal and all occasion products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper, decorations, classroom exchange Valentines, decorative ribbons and bows, floral accessories, Halloween masks, costumes, make-up and novelties, Easter egg dyes and novelties, craft and educational products, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, and other gift items that commemorate life�� celebrations. In September 5, 2012, it sold the Halloween portion of its Paper Magic business to Gemmy Industries (HK) Limited.

CSS��product provides its retail customers the opportunity to use a single vendor for much of their seasonal product requirements. A substantial portion of CSS��products are manufactured, packaged and/or warehoused in 10 facilities located in the United States, with the remainder purchased primarily from manufacturers in Asia and Mexico. The Company�� products are sold to its customers by national and regional account sales managers, sales representatives, product specialists and by a network of independent manufacturers��representatives. The Company�� principal operating subsidiaries include Paper Magic Group, Inc. (Paper Magic), Berwick Offray LLC (Berwick Offray) and C.R. Gibson, LLC (C.R. Gibson). CSS designs, manufactures, procures, distributes and sells a range of seasonal consumer products primarily through the mass market distribution channel. Christmas products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper and decorations. CSS��Valentine product offerings include classroom exchange Valentine cards and other related Valen! tine products, while its Easter product offerings include Dudley�� brand of Easter egg dyes and related Easter seasonal products. CSS also designs and markets decorative ribbons and bows, all occasion boxed greeting cards, gift wrap, gift bags, gift boxes, gift card holders, decorative and waxed tissue, decorative films and foils, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, floral accessories and other gift and craft items to its mass market, craft, specialty and floral retail and wholesale distribution customers, and teachers' aids and other learning oriented products to the education market through mass market retailers, school supply distributors and teachers' stores. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Dudley��, Don Post Studios, Eureka, Learning Playground, Stickerfitti and iota. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Seastone, Dudley��, Eureka, Learning Playground and Stickerfitti.

CSS operates 10 manufacturing and/or distribution facilities located in Pennsylvania, Maryland, New Hampshire, South Carolina, Alabama and Texas. Its boxed greeting cards are produced by Asian manufacturers to the Company�� specifications. Halloween make-up and Easter egg dye products are manufactured in Asia to specific formulae by contract manufacturers who meet regulatory requirements for the formularization and packaging of such products. Ribbons and bows are primarily manufactured and warehoused in seven facilities located in Pennsylvania, Maryland, South Carolina and Texas. Memory books, stationery, journals and notecards, infant and wedding photo albums, scrapbooks, and other gift items are imported from Asian manufacturers and warehoused and distributed from a distribution facility in Florence, Alabama. Floral accessories, including pot covers, foil, waxed tissue, shred, aisle runners, corsage bags and other paper! and film! products, are manufactured in a facility located in Milford, New Hampshire and Juarez, Mexico. Manufacturing includes gravure and flexo printing, waxing and converting. Products are warehoused and distributed from a distribution facility in Berwick, Pennsylvania. Other products including, but not limited to, decorative tissue paper, all occasion gift wrap, gift tags, gift bags, gift boxes, gift card holders, classroom exchange Valentine products, Halloween masks, costumes and novelties, Easter products, decorations and school products are designed to the specifications of CSS and are imported primarily from Asian manufacturers.

Advisors' Opinion:
  • [By Rich Duprey]

    Gifts maker�CSS Industries� (NYSE: CSS  ) �announced yesterday its second-quarter dividend of $0.15 per share, the same rate it's paid since 2008.

Sunday, May 25, 2014

Schwab Founder: Indexing Is Not Passive

Charles Schwab, founder of the investment firm bearing his name, decried the bad rap index funds get as “passive” investments, arguing that the commonly used nomenclature fails to capture the dynamic nature of the investment strategy.

In a media call Thursday that was unusual for the chairman’s personal participation, Schwab emphasized that “nobody wants to be passive; indexing is not passive — much more goes into indexing than watching a stock become the next buggy whip.”

Further disavowing the notion that indexing is compatible with outmoded corporations, he added that “20 years ago we didn’t have Facebook; today they’re in the index because of the innovation of the American economy.”

Indeed, the Silicon Valley-based social media giant entered the Schwab 1000 index in 2013, the same year that Molycorp — as stock whose valued had declined 80% — lost its eligibility to remain in the firm’s index of the thousand largest U.S. companies in terms of market cap.

That point was one of many made in a whitepaper whose release was timed for Schwab’s media appearance.

Titled The Wealth-Building Power of Equities and the Elegance of Indexing, the new whitepaper serves as a primer on the principles of indexing that Schwab said was self-consciously written with the average investor in mind, breaking no new ground on the subject, but explaining indexing in terms the Schwab Corp. chairman hoped would “help the average investor understand this magic, what it is really about.”

To that end, the paper starts with the basic point that investing in stock, as opposed to bonds or cash, uniquely provides growth — a benefit that ordinary investors have difficulty accessing because of the challenge of choosing and sticking with appropriate investments.

Those challenges include identifying skilled managers and the risk that even good actively managed funds cannot overcome the burden of high costs and portfolio turnover-induced taxation.

But a recurring theme in both the paper and the call was indexing’s image problem.

As Schwab writes in a letter introducing the whitepaper, “the word passive does a disservice to investors considering their options. Indexing provides an effective means of owning the market and allows investors to participate in the returns of a basket of stocks. The basket of stocks changes over time as stocks are added or removed based on its rules.”

And on the call, Schwab put it this way:

“There’s a reputation that index funds are static. That’s not really true. In the case of the Schwab 1000 index, about 5% of the index is changed every year. It does change over time. And the outcomes have been every bit as good as some of the active funds, particularly on an after-costs and after-tax basis.”

Indeed, the Schwab 1000 Index, which Schwab launched in April 1991, has enjoyed compounded growth of more than 700% through the end of last year, for an annualized return of 9.8% (or 9.4% in the Schwab 1000 Index Fund, which tracks the index).

Those returns were achieved through a rules-based methodology determining annually when securities were to be added or deleted and how securities were to be weighted — as well as the fund’s very low 0.30% annual management fees.

Together with tax-loss harvesting that reduces taxable distributions and relatively low turnover rates compared with active funds, an investor not able or not interested in selecting investments would have seen a $1,000 investment in 1991 turn to over $7,000 through this dynamic process, in which fund owners are essentially “making the market their manager.”

The bottom line, as the whitepaper adds, is that “index funds have done well on both an absolute and a relative basis: on an absolute basis over the long term because equity markets have grown over time, and on a relative basis because of their lower cost structures.”

While indexing thus generates returns consistently superior to those of active managers, who only rarely repeat top performance according to studies the paper cites, indexing shows signs of actually improving through an evolution of the strategy known variously as “smart beta” or “fundamental indexing.”

Fundamentally weighted indexes screen and weight stocks based on factors such as price-to-sales, buybacks and other economic factors rather than weighting a portfolio based on stock-market capitalization, which critics say biases a portfolio to popular, expensive stocks.

Speaking on the call, Schwab praised this new type of indexing:

“I think they’ll be superior. For new money going in, I think fundamental investing is certainly a preferred way to go,” noting however that he wouldn’t sell his own money long invested in a market-cap-weighted index to avoid generating capital gains on the sale.

One potential advantage of the smart beta approach is that it “prevents extraordinary things — like when one or two companies dominate market,” Schwab said.

He illustrated the point by citing Apple, which rose to the top spot in the Russell 1000 index but didn’t even make the top 10 in a fundamentally weighed version of that portfolio, thus advantaging investors when Apple’s stock crashed (though hurting those same investors when Apple’s stock surged).

So why was the chairman on a media call explaining the advantages of indexing?

“People are coming back in market in 2014,” he said, noting the long hiatus retail investors have taken since the financial crisis.

And while they’re shopping for investments, the Schwab chairman wanted investors to understand that indexing — of whatever type — is a dynamic approach they can embrace.

“All index funds have proven themselves,” he said.

---

Check out these related stories on ThinkAdvisor:

Can Caterpillar Inc Continue to Push Higher?

There is no question that Caterpillar's (NYSE: CAT  ) performance so far this year has been impressive. The company's shares have surged, rising nearly 16%.

The company has also outperformed almost all of its peers, including smaller peer Joy Global (NYSE: JOY  ) , which has seen its shares go nowhere during the past five months.

The question is, will Caterpillar's impressive performance continue?

Impressive first quarter
Caterpillar's performance so far the year can be traced back to a solid set of first quarter numbers. The company's earnings per share for the first quarter came in at $1.61, beating forecasts for EPS of $1.23. What's more, the company revised full-year guidance higher.

Caterpillar now expects to earn $6.10 per share during 2014, up from the figure of $5.81 previously expected.

These good results are attributable to strong performance from Caterpillar's construction and power systems divisions. Unfortunately, the company's main business, manufacturing mining equipment, continues to perform poorly.

Indeed, Caterpillar's own management stated on the first quarter earnings call that the company continues to see low order rates for mining equipment:

The company expects mining orders will begin to improve at some point, but not likely in time to increase Resource Industries' sales in 2014

The power systems and construction side of Caterpillar's' business only account for around 23% of the company's overall revenue, the rest is dependent on mining equipment orders. So, while the company may be reaping the benefits from an economic recovery within the U.S. now, it will be unable to stage a full recovery until capital spending within the mining industry recovers.

Unfortunately, many analysts believe that the market for mining capital equipment will continue to contract at a rate of around 10% per annum in the near future. Some estimates claim that the market will return to growth during 2016, but there are some conflicting views on the matter; ultimately the mining industry is dependent on global economic growth.

While this is bad news for Caterpillar, the company's power and construction businesses are taking up some of the slack. Joy Global, however, is more of a pure-play mining equipment producer, and the company is likely to suffer more than its larger peer.

Bad news for Joy
Not only is Joy Global a pure-play mining equipment company, the company also specializes in the production of equipment for coal mining. With both the price of coal and demand for mining equipment slumping since the financial crisis, Joy has been hit hard.

That being said, there are some signs developing within the coal market that point to a recovery, a relief for Joy. Actually, thanks to the harsh weather conditions in the U.S. this past winter, coal reserves have hit a low not seen since the 90's, and this should work in Joy's favor.

Indeed, when Joy reported its fiscal first quarter earnings results, management highlighted the fact that the global coal market was seeing a recovery in China and India, but the U.S. was yet to see a recovery. Hopefully, with inventories falling to low levels demand for coal mining equipment within the U.S. should rise, boosting Joy's outlook.

Still, even if the coal market is not ready to stage a cyclical upswing just yet, Joy's aftermarket services division is expected to generate $650 million per quarter for the company, easily enough to cover the company's dividend payout and stock repurchase program. Joy is planning to buy back $1 billion of stock, 17% of its outstanding shares over 36 months, and currently offers a 1.2% dividend yield.

Valuation
One thing that worries me about Caterpillar is the company's currently valuation. In particular, Caterpillar currently trades at a forward P/E of 17.2, based on the figures above.

A forward P/E of 17.2 is a relatively high valuation, especially considering the fact that Caterpillar's main market, the mining industry, is still contracting. Additionally, Caterpillar's smaller peers all trade at P/E ratios in the low-teens.

All in all, Caterpillar looks expensive considering the mining industry is still contracting and when compared to the valuation of its peers.

Foolish summary
So overall, Caterpillar's shares have put in a good year-to-date performance, but this may not continue. Firstly, the company will not be able to return to full health until mining industry capex begins to recover again. And secondly, the company is currently trading at a higher than average valuation.

Unless the company can continue to grow sales at its construction and power systems business faster than its mining business is contracting, it is likely that Caterpillar is due for a correction sometime soon.

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Saturday, May 24, 2014

Top 5 Companies To Own In Right Now

Top 5 Companies To Own In Right Now: Transmontaigne Partners L.P. (TLP)

TransMontaigne Partners L.P. operates as a terminaling and transportation company. It provides integrated terminaling, storage, transportation, and related services for customers engaged in the distribution and marketing of light refined petroleum products, heavy refined petroleum products, crude oil, chemicals, fertilizers, and other liquid products. The company operates along the Gulf Coast, in the Midwest, in Brownsville, Texas, along the Mississippi and Ohio Rivers, and in the southeastern United States. As of December 31, 2010, it operated 7 refined product terminals in Florida with an aggregate storage capacity of approximately 7.1 million barrels; a 67-mile interstate refined products pipeline between Missouri and Arkansas and 3 refined product terminals with approximately 0.6 million barrels of aggregate active storage capacity; 2 refined product terminals located in Mt. Vernon, Missouri, as well as Rogers, Arkansas with an aggregate active storage capacity of appr oximately 407,000 barrels; and 1 refined product terminal in Oklahoma City, Oklahoma with an aggregate active storage capacity of approximately 158,000 barrels. The company also operated 1 refined product terminal in Brownsville, Texas with an aggregate active storage capacity of approximately 2.2 million barrels; 1 refined product terminal located in Matamoros, Mexico with an aggregate active LPG storage capacity of approximately 7,000 barrels; a pipeline from Brownsville facilities to its terminal in Matamoros, Mexico; 12 refined product terminals along the Mississippi and Ohio rivers with an aggregate active storage capacity of approximately 2.5 million barrels, as well as a dock facility; and 22 refined product terminals along the Colonial and Plantation pipelines with an aggregate active storage capacity of approximately 9.3 million barrels. TransMontaigne GP L.L.C. serves as the general partner of the company. TransMontaigne Partners L.P. was fo! unded in 2005 and is ba s ed in Denver, Colorado.

Advisors' Opinion:
  • [By Seth Jayson]

    Transmontaigne Partners (NYSE: TLP  ) is expected to report Q2 earnings around July 16. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Transmontaigne Partners's revenues will increase 5.5% and EPS will compress -23.9%.

  • [By Eric Volkman]

    TransMontaigne Partners (NYSE: TLP  ) is about to ship a bigger load of dividend to its unit holders. The company has declared a new distribution of $0.65 per unit, to be dispensed on Aug. 8 to holders of record as of July 31.That amount is $0.01, or 1.6%, higher than the company's previous payout of $0.64. It had distributed this amount in each of the preceding four quarters.

  • [By Eric Volkman]

    TransMontaigne Partners (NYSE: TLP  ) is drilling into the market to raise in the neighborhood of $60 million. The company has floated 1.45 million of its common units in an underwritten public offering priced at $43.32 per unit. The company's underwriters have also been granted a 30-day purchase option for up to an additional 217,500 units.

  • source from USA Best Stocks:http://www.usabeststocks.com/top-5-companies-to-own-in-right-now-3.html

Friday, May 23, 2014

4 Pharmaceutical Stocks to Buy Now

RSS Logo Portfolio Grader Popular Posts: 13 “Triple A” Stocks to BuyHottest Technology Stocks Now – ASX DDD HIMX CDNS9 Oil and Gas Stocks to Buy Now Recent Posts: 3 Chemicals Stocks to Buy Now 7 “Triple F” Stocks to Sell 3 Chemicals Stocks to Sell Now View All Posts

This week, four pharmaceutical stocks are improving their overall ratings on Portfolio Grader. Each of these stocks is rated an “A” (“strong buy”) or “B” overall (“buy”).

NuPathe Inc.’s () grade is moving up to a B (“buy”) this week from last week’s C (“hold”). NuPathe develops pharmaceutical products used for the treatment and management of neurological and psychiatric diseases. In Portfolio Grader’s specific subcategories of Earnings Momentum and Earnings Revisions, PATH also gets A’s. .

Hot Oil Service Stocks To Buy For 2015

Watson Pharmaceuticals () is progressing from last week’s rating of B (“buy”) as the company improves to an A (“strong buy”) this week. Watson develops, manufactures, markets, sells and distributes pharmaceutical products. .

Impax Laboratories, Inc. () shows solid improvement this week. The company’s rating rises from a C to a B. Impax Laboratories develops, manufactures, and markets both proprietary and multi-source pharmaceutical products utilizing its drug delivery technologies. .

Mylan () gets a higher grade this week, advancing from a B last week to an A. Mylan is a global generic and specialty pharmaceuticals company. .

Louis Navellier’s proprietary Portfolio Grader stock ranking system assesses roughly 5,000 companies every week based on a number of fundamental and quantitative measures. Stocks are given a letter grade based on their results — with A being “strong buy,” and F being “strong sell.” Explore the tool here.

Thursday, May 22, 2014

Job outlook for 2014 college grads puzzling

Dear Class of 2014: We regret to inform you that the nation's job market continues to force college graduates to take jobs they're overqualified for, jobs outside their major, and generally delay their career to the detriment of at least a decade's worth of unearned wages. Good luck on your continued job search.

A job rejection letter to this year's graduates, who are now supposed to be starting their first truly independent adult years, might as well go something like that.

The latest jobs report for April gave grads a puzzling picture. Employers added the most jobs in more than two years, 288,000. Unemployment dropped from 6.7% to 6.3%, the first time it was that low since September 2008. Young adults still face higher unemployment, but the rate for 25-29 year-olds fell from 7.5% in March to 6.9%. The unemployment rate for those 20-24 dropped from 12.2% to 10.6%.

Still, the portion of Americans 25-34 who were working in April fell to a five-month low of 75.5%, down from 75.9% in March.

"The entire drop (in unemployment) was due to people dropping out of the labor force, in particular young people," says Heidi Shierholz, a labor market economist who writes an annual report on the state of employment for young adults for Economic Policy Institute.

And despite the number of jobs added last month, Shierholz calls the gradual improvement "agonizingly slow."

Seniors who graduate over the next several weeks are poised to be yet another product of a depressing economic cycle that isn't their fault, but that they may never fully recover from. They and other recent graduating classes entered college and subsequently the labor market amidst a panoply of converging circumstances that will inevitably set them back: rising tuition, their parents' decreasing ability to pay that tuition, fewer jobs after graduation, and lower wages for the jobs that are available.

In Shierholz's paper on this year's graduates, released early this month, she and her colleagues write that "the ! Class of 2014 will be the sixth consecutive graduating class to enter the labor market during a period of profound weakness."

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High unemployment for young adults during and after recessions is not a new phenomenon. Bureau of Labor Statistics data compiled by EPI show that the unemployment rate for those under 25 is typically at least twice the national average, because they are so new to the job market, lack experience, and may be the first let go when a company has to downsize in hard economic times. Still, previous generations didn't experience the fallout as harshly or for nearly as long as the current one, Shierholz says.

"It's never been this bad," she says. "How long we've had elevated unemployment is unprecedented."

That hasn't dampened students' spirits at least. A majority, or 84%, of this year's graduating class expects to find a job in their chosen field, according to an employment survey released this month by consulting firm Accenture.

That seems to align with attitudes on campuses. Lisa Severy, director of career services at University of Colorado Boulder, says this year's class is less anxious than past year's graduates about their job prospects, and has been more eager to attend career events.

"They seem more excited, hopeful, and enthusiastic," she says.

Their optimism may only be slightly warranted. A survey on recruitment trends by the Collegiate Employment Research Institute at Michigan State University finds hiring for bachelor's degrees this year is up 7%. That's relatively in line with increases in previous years though. The research institute calls the 3% overall growth in the college labor market "modest."

And many employers continue to seek students whose skills tend to be in high demand no matter what: business, engineering, and accounting majors.

Madison Piercy, a senior double majoring in electrical engineering and computer science at Boulder, had her fair share of suitors this year. The 21 year-oldwas pursued by In! tel, Micr! osoft, and Noble Energy before accepting a positionat MIT Lincoln Laboratory, a federally funded research center at Massachusetts Institute of Technology.

Madison Piercy just graduated from University of Colorado, Boulder and has a job with MIT Lincoln Laboratory starting in June. She was pursued by Microsoft, Intel, and Noble Energy.(Photo: Solay Howell for USA TODAY)

But most grads aren't in Piercy's position.

In the two years since Rebecca Mersiowsky graduated from Radford University in Radford, Va., she's worked at a beach club on Martha's Vineyard, as a substitute teacher in Fredericksburg, Va., and as a sales associate at a boutique in Boston, where she lives now.

The 24 year-old, who graduated with a degree in communications, has had no luck finding a job in public relations.

In the meantime, she convinced her employer at the boutique in Beacon Hill to let her take on the shop's blog and social media. She works up to 35 hours a week as a sales associate and blogger, but the shop can't afford to hire her full-time.

"I don't think frustrated even begins to describe it," Mersiowsky says of her plight. "It's really scary when I think about my graduating class and how now, two more of those classes have come out and have entered the workforce and that puts me behind them. I feel like I am being set back with every passing day."

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As so many students approach graduation without a job, moving back home has become a given, as opposed to a last resort. Taylor Maycan, a former USA TODAY intern, graduated early from Northwestern University in March and moved home to Houston to live with her parents while she looks for a job. Until then, she babysits and does other odd jobs to make money.

"It's s! tressful.! No one wants to graduate and not have a job lined up," she says. "You want to be able to say, I graduated and here's what I'm doing next. It's kind of tough to say, I graduated from this great school and I have no idea what I'm doing now."

Hers is a reality many college students have come to accept as the logical next step after graduation. Evan Feinberg, president of youth advocacy organization Generation Opportunity, says it's "probably the most difficult compromise my generation has been forced to make. It's really hard to get started on your own."

Maycan still has a hopeful attitude about finding employment and has accepted she may have to adjust her expectations about her first job.

Still, the consequences of a late career start could be life-long. Studies show that entering the labor market during a recession can affect your earnings for the next 10-15 years, depending on the industry you work in and how long you are unemployed or underemployed. And Shierholz says even that time estimate may be optimistic, given most studies on so-called "wage scarring" are on graduates who entered the labor market during the early 1980s recession, which was "long and severe" but "nothing like the one we're in," she says.

Severy sees evidence that the market may be improving, at least in some areas. The career center at Boulder has received so many job postings from employers this year, sometimes between 100 and 150 a day, that Severy hired one of this year's graduates to manage the postings full time.

As a whole though, graduates continue to struggle.

"Unfortunately for young Americans," Feinberg says, "the recession never ended."

Wednesday, May 21, 2014

5 ways to achieve better results through partnerships

When I started in financial services over 28 years ago, most firms hired financial advisers — who were then referred to as “brokers” or “insurance agents”, even “special agents” at Northwestern Mutual — based upon autonomy: The ability to work alone.

I often joke that 20 years ago, this industry was a “game of survivor before Survivor was even a game show.” You were successful if you could hunt.

Fast-forward almost three decades and we've redefined wealth management. There is no real autonomy, even if you work alone. Every adviser is part of a network, no one hunts alone anymore; they hunt in packs. The complex needs of clients, the aging of the adviser, continuity and succession planning, the need to connect with and gain trust from the heirs of your clients … All of these are crucial reasons why advisers need to embrace the pack mentality, and understand the power found in numbers. The fastest way to do this is to bui

Tuesday, May 20, 2014

Wal-Mart Stores, Inc. (WMT) Q1 Earnings Preview: A Penny Here a Penny There

Wal-Mart Stores, Inc. (NYSE:WMT) is scheduled to report first quarter, fiscal year (FY) 2015 sales and earnings before the opening of financial markets on Thursday, May 15, 2014.

Wall Street anticipates that the retail giant will earn $1.15 per share for the quarter, which is $0.01 more than last year's profit of $1.14 per share. iStock expects WMT to fall short of Wall Street's consensus number, the iEstimate is $1.12.

Revenue, like earnings, is expected to take a small step forward, increasing a slight 1.8% year-over-year (YoY). Wal-Mart's consensus revenue estimate for Q1 is $116.28 billion, a little or a lot more than last year's $114.19 billion, depending on how you look at it.

[Related -10 Stocks Enticing Investors With Higher Dividends]

Wal-Mart is the nation's largest retail and operates retail stores in various formats globally. The Company operates in three segments: the Walmart U.S., the Walmart International and the Sam's Club.

In the last four quarters, WMT topped estimates twice by a penny and missed twice by a penny. In fact, Wal-Mart's reported earnings-per-share (EPS) have been within plus or minus a penny nine of the last 11 quarterly checkups. Coincidentally, Q1 owns one the two outliers.

Despite earnings generally hugging the consensus estimate, WMT's EPS-driven price-sensitivity has favored red reactions. The stock backpedalled an average of 3.67% in the days surrounding seven of the last 11 earnings reports. Meanwhile, the quartet of gains was limited to an average of 2.69%.  The theflyonthewall.com reports, "Walmart May 79 [options] straddle priced for 2% move into Q1 [earnings]."

[Related -Warren Buffett's Latest Dividend Stock Buys/Sells And His Portfolio - Q1/2014]

Many retailers reported soft revenue and sales so far in 2014 while blaming the polar vortex – see Macy's, Inc. (NYSE:M). However, the Wall Street Journal reports via Internet Retailer research that WMT's online sales growth is rocking and even outpacing Amazon.com, Inc. (NASDAQ:AMZN). So, Thursday's profit report-card is likely to have some good and bad grades.

But in the case of a monster the size of WMT, a penny here or there is going to come down to costs and margins. In 2014, cost of sales increased at the same pace as revenue but operating, selling, general and administrative expenses (SG&A) grew at 3.07% versus 1.6% for total revenue. That might not sound like a big difference, but… the difference is $1.3 billion annually or $0.40 per share had SG&A increased at the same pace as sales.

Overall: Wal-Mart Stores, Inc. (WMT) history, peer results/excuses, and iEstimate suggest earnings will hug the consensus once again with a slight downward bias. The company has enough wiggle room with SG&A to post a small bullish surprise, too. 

Saturday, May 17, 2014

Top 5 India Companies For 2015

Beer Man is a weekly profile of beers from across the country and around the world.

This week: Green Bullet

Green Flash Brewing Co., San Diego

www.greenflashbrew.com

A while ago I wrote positively about Green Flash's Double Stout Black Ale and mentioned that the brewery touts a large selection of highly hopped beers.

The Green Bullet Triple India Pale Ale caught my eye during one of my recent beer expeditions, and feeling guilty over not writing as much about hoppy beers as I probably should, I picked up a four-pack of it.

This ale is named after the Green Bullet hop variety developed in New Zealand, a fairly recent variety that has a high bitterness content and more of a grassy flavor. The Green Bullet beer also contains Pacific Gem hops.

First, those looking for harsh and bitter blasts of pine-grapefruit hop characteristics will have to search elsewhere. Green Bullet is hoppy, yes, but more in the flavor and aroma areas. The hop flavor was complex, with a bit of grassiness, some tropical fruit ��almost like melon ��some citrus and a hint of pine.

Top 5 India Companies For 2015: Sify Technologies Limited(SIFY)

Sify Technologies Limited provides enterprise and consumer Internet services primarily in India. The company offers various corporate network/data services comprising e-commerce and network connectivity solutions, such as end-to-end services network, application, and security services; voice origination and termination services; co-location and managed hosting services; and system integration services for data centre build, hardware distribution, security solutions, and turnkey projects. It also provides application services, including SLEMS and Microsoft Exchange messaging platforms; I-test for online assessment and LiveWire, which enable management of training processes across the organization; document management system for the management of documents electronically; and Forum, a forward supply chain solution. In addition, the company operates e-Ports that offer browsing, chat, email, gaming, utility bill payment, travel ticketing, hotel booking, mobile recharge, Intern et telephony, and online share trading services; and portals, which provide news, views, reviews, interactions, and services in the areas of movies, sports, finance, food, videos, astrology, online games, shopping, and travel, as well as offers content offerings and broadband services. Further, it provides infrastructure management services, such as network management, datacenter and helpdesk outsourcing, desktop and storage outsourcing, IT security outsourcing, LAN and WAN outsourcing, database and telecom outsourcing, and application monitoring and management services to automotive, chemical, media, and financial enterprises; and virtualization design, integration, and deployment services for servers, storage, networks, and end user clients. Sify has approximately 1,278 e-Ports in 200 towns and cities; and serves 1,06,000 broadband subscribers through 1500 cable TV Operators. The company, formerly known as Sify Limited, was founded in 1995 and is based in Chennai, India. Advisors' Opinion:

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Tuesday, with Ku6 Media Co (NASDAQ: KUTV) leading advancers. Among leading tech stocks, gains came from Rubicon Technology (NASDAQ: RBCN), Bitauto Holdings (NYSE: BITA) and Sify Technologies (NASDAQ: SIFY). Utilities shares dropped by 0.11 percent in the US market today.

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Tuesday, with Ku6 Media Co (NASDAQ: KUTV) leading advancers. Among leading tech stocks, gains came from Rubicon Technology (NASDAQ: RBCN), Bitauto Holdings (NYSE: BITA) and Sify Technologies (NASDAQ: SIFY).

Top 5 India Companies For 2015: Infosys Technologies Limited(INFY)

Infosys Ltd. provides information technology (IT) and consulting services worldwide. It offers IT services, such as application, architecture, independent validation and testing, information management, infrastructure, packaged application, SOA, systems integration, and knowledge services; product engineering services, manufacturing process and plant solutions, and product lifecycle management services; and consulting services in the areas of information and technology strategies, product innovation, next generation commerce, process excellence, and learning and complex change. The company also provides business process outsourcing solutions in the areas of business platforms, customer service outsourcing, finance and accounting, human resources outsourcing, legal services, sales and fulfillment, and sourcing and procurement outsourcing. In addition, it offers collaborative analytics solutions; digital consumer platform; Finacle universal banking solution; iProwe, a Web ac cessibility assessment product; mConnect, a real-time enterprise middleware; and research and analytical support services. Further, the company offers unified communications and collaboration solution that streamlines business processes between employees, customers, and suppliers; iTransform that helps healthcare organizations accelerate transition to new platforms; and supply chain visibility and collaboration product suite. It serves aerospace and defense, airlines, automotive, banking, capital markets, communication services, consumer packaged goods, manufacturing, education, energy, healthcare, high technology, hospitality and leisure, insurance, life sciences, logistics and distribution, publishing, resources, utilities, and retail industries. Infosys Ltd. has a strategic partnership with Alstom SA. The company was formerly known as Infosys Technologies Limited and changed its name to Infosys Ltd. on June 16, 2011. Infosys Ltd. was founded in 1981 and is headquartered i n Bengaluru, India.

Advisors' Opinion:
  • [By Robert Martin]

    Infosys (INFY), Housing Development Finance and Reliance Industries LTD are the top three holdings, with weightings between 8% and 10.5%. Of course, just about any India ETF will have a heavy� allocation to Infosys and Reliance. However, INDA dedicates a lower percentage to energy than some of the alternatives, and instead leans more on IT and consumer spending.

  • [By Brian Stoffel]

    That helps explain why Accenture and IBM,�the industry's two biggest players, have been able to gobble up so much market share. But there's a second tier of technology-consultants -- in terms of sheer size -- as well. That's where Cognizant, as well as its main competition --�Infosys (NYSE: INFY  ) and Wipro (NYSE: WIT  ) �-- come in to play.

  • [By Monica Gerson]

    Infosys (NASDAQ: INFY) is expected to report its Q2 earnings at $0.70 per share on revenue of $2.01 billion.

    Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

Top Food Companies To Buy Right Now: Dr. Reddy's Laboratories Ltd(RDY)

Dr. Reddy?s Laboratories Limited, together with its subsidiaries, operates as a pharmaceutical company. It produces finished dosage forms, active pharmaceutical ingredients and intermediates, and biotechnology products. The company also conducts research in the areas of cancer, diabetes, cardiovascular, inflammation, and bacterial infection. In addition, it involves in the contract manufacture generic prescription and over-the-counter products for branded and generic companies in the United States. The company primarily focuses on therapeutic categories of cardiovascular, diabetes management, gastro-intestinal, and pain management. It markets its products in India, the United States, Europe, and the Russian Federation. The company has a co-development and commercialization agreement with Rheoscience A/S for the development and commercialization of Balaglitazone/DRF 2593, a partial PPAR-gamma agonist for the treatment of type 2 diabetes; an agreement with ClinTec Internatio nal for the development of an anti-cancer compound, DRF 1042; collaboration with the National Cancer Institute in Maryland; and an agreement with Argenta Discovery Limited for the joint development and commercialization of a novel approach to the treatment of chronic obstructive pulmonary disease. It also has an agreement with 7TM Pharma for drug discovery collaboration on selected drug targets; and an agreement with GlaxoSmithKline plc to develop and market pharmaceuticals for the treatment of cardiovascular disease, diabetes, oncology, gastroenterology, and pain management. Dr. Reddy?s Laboratories Limited was founded in 1984 and is headquartered in Hyderabad, India.

Advisors' Opinion:
  • [By Seth Jayson]

    Dr. Reddy's Laboratories (NYSE: RDY  ) reported earnings on May 14. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q4), Dr. Reddy's Laboratories beat expectations on revenues and beat expectations on earnings per share.

  • [By Ben Levisohn]

    Teva has dropped 7.7% to $37.85 today at 3:23 p.m. but doesn’t seem to be spreading though the generic drug space. Taro Pharmaceuticals (TARO) ha gained 1.1% to $79, while Actavis (ACT) has gained 1.2% to $156.25 and Dr. Reddy’s Laboratories (RDY) has advanced 1% to $40.24. Mylan (MYL) has dropped 0.7% to $38.40.

  • [By Benjamin Shepherd] We’re now into day 15 of the US government shutdown, as House Republicans stubbornly try to defund Obamacare. No matter what sort of deal is eventually struck, health care costs aren’t likely to come down any time soon. And that’s good news for generic drug makers.

    Dr. Reddy’s Laboratories (NYSE: RDY) is one of the biggest players in generic drugs, offering more than 200 off-brand medications in the areas of cardiovascular disease, pain management and oncology, among others. In fact, this India-based company has become one of the largest makers of generics in the world, helping to drive more than 20 percent annual compounded earnings growth at the company over the past decade.

Top 5 India Companies For 2015: Tata Motors Ltd(TTM)

Tata Motors Limited, an automobile company, engages in the manufacture and sale of commercial and passenger vehicles primarily in India. The company offers cars, utility vehicles, trucks, buses and coaches, and defense vehicles, as well as develops electric and hybrid vehicles for personal and public transportation. It also involves in distributing and marketing cars; and financing the vehicles sold by the company. In addition, the company engages in the provision of engineering and automotive solutions, as well as machine tools and factory automation solutions; construction equipment manufacturing; automotive vehicle components manufacturing and supply chain activities; tooling and plastic and electronic components for automotive and computer applications; and automotive retailing and service operations. It offers its products and services through its dealership, sales, services, and spare parts network. The company also markets its commercial and passenger vehicles in Eu rope, Africa, the Middle East, South East Asia, South Asia, and South America. The company was formerly known as Tata Engineering and Locomotive Company Limited and changed its name to Tata Motors Limited in July 2003. Tata Motors Limited was founded in 1945 and is based in Mumbai, India.

Advisors' Opinion:
  • [By CFA Institute Contributors]

    Tata Motors (TTM)

    Damodaran doesn't use standard regression betas. Instead, he uses an average of all the betas in a given industry. In this case, the law of large numbers is on the analyst's side. The standard error in a regression beta is typically too large to make any individual beta meaningful. In the case of Tata Motors, using an average of 111 publicly traded companies in the auto industry reduces the standard error of the beta by 90%, he said.

  • [By Justin Loiseau]

    2. Gimme those car keys
    Sniff ... they grow up so fast. Before we know it, little Georgie's going to be ready to sit his royal tuckus in the driver seat. Tata Motors (NYSE: TTM  ) offers a flashback to the days of British colonialism, although this time it's India with the ownership. Although the South Asian automaker is most famous for its Tata Nano, the world's cheapest car, Prince George would probably have his eyes set on Tata's Jaguar Land Rover subsidiary.

  • [By Bram de Haas]

    Trading at a P/E (TTM) of 16 the company is not cheap at first glance, yet given all the information indicating significant earnings growth in 2013 the multiple of 16 becomes much less threatening. There is also the book value of about $10 / share and the recent offer by Landry of $22 a share to add some insurance on the downside. Given current earnings the valuation may be in line, but given the prospects of earnings increasing significantly, the stock is worth more.

Top 5 India Companies For 2015: Stewart Information Services Corporation(STC)

Stewart Information Services Corporation provides title insurance and related information services required for settlement by the real estate and mortgage industries. It operates in two segments, Title Insurance-Related Services and Real Estate Information. The Title Insurance-Related Services segment offers services that include searching for and examining documents, such as deeds, mortgages, wills, divorce decrees, court judgments, liens, paving assessments, and tax records, as well as provides titles insurance for residential and commercial properties, undeveloped acreage, farms, ranches, and water rights. This segment serves attorneys, builders, developers, home buyers and home sellers, lenders, and real estate brokers. The Real Estate Information segment offers products and services, which primarily include lender services, title technology, foreign and domestic government services, mapping, title information, Internal Revenue Code Section 1031 tax-deferred property e xchanges, pre-employment services, and online filing and transaction management. Its customers include mortgage lenders and servicers, mortgage brokers, mortgage investors, government entities, commercial and residential real estate agents, land developers, builders, title insurance agencies, and others interested in obtaining property information, as well as accountants, attorneys, investors, and employers. The company has operations primarily in the United States, Canada, the United Kingdom, central Europe, Mexico, central America, and Australia. Stewart Information Services Corporation was founded in 1893 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Ben Levisohn]

    Tower Group has dropped 40% to $4.43 today, and some other small insurers are also getting dinged this morning. HCI Group (HCI) has fallen 1.8% to $39.36, Stewart Information Services (STC) has declined 0.7% to $31.36 and the Navigators Group (NAVG) has ticked down 0.4% to $56.10.

  • [By James Fink]

    My housing pick is Houston-based Stewart Information Services (STC), a 120-year-old real estate business founded in 1893, that is still owned and managed by the founding family.

  • [By Ben Levisohn]

    Tower Group has dropped 12% to $3.88 today at 11:39 a.m., while Stewart Information Services (STC) has dipped 0.1% to $31.16, the�Navigators Group�(NAVG) has fallen 1.4% to $54.78 and HCI Group�(HCI) has gained 1% to $38.16.