With shares of International Business Machines (NYSE:IBM) trading around $189, is IBM an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.
T = Trends for a Stock’s MovementIBM is an information technology company. The company operates in five segments: Global Technology Services, Global Business Services, Software, Systems and Technology, and Global Financing. Technology products and services are in high demand worldwide, as consumers want to be up to speed and companies always need the latest and greatest to stay ahead of the competition. Cloud computing has been hot in recent times, which has not been good news for IBM. Should the company want to hold on to its market share, it needs to make moves quickly and provide the technology products and services that worldwide consumers and companies demand.
IBM announced a $1.2 billion commitment on Friday to build 15 data centers in key financial and geographic hubs as it initiates its first major cloud expansion since acquiring SoftLayer in June for $2 billion.�The cloud expansion will cover 15 countries in five continents (all but Africa and Antarctica), including new data centers in China, Hong Kong, London, Japan, India, Washington D.C., Canada, Mexico City, and Dallas, as well as a number of local “cloud hubs.”
Hot Oil Service Companies To Invest In Right Now: Raven Industries Inc.(RAVN)
Raven Industries, Inc., together with its subsidiaries, manufactures various products for industrial, agricultural, energy, construction, and military/aerospace markets primarily in North America. It operates in four segments: Applied Technology, Engineered Films, Aerostar, and Electronic Systems. The Applied Technology segment designs, manufactures, sells, and services precision agriculture products and information management tools enabling growers to enhance farm yields. Its products include field computers, application controls, GPS-guidance and assisted-steering systems, automatic boom controls, and yield monitoring planter controls, as well as an integrated real time kinematic and information platform called Slingshot. This segment sells its products to original equipment manufacturers, as well as through after market distributors. The Engineered Films segment produces rugged reinforced plastic sheeting for industrial, construction, geomembrane, and agricultural appli cations. It sells plastic sheeting to independent third-party distributors through its sales force. The Aerostar segment sells high-altitude research balloons and tethered aerostats for government and commercial research. It produces military parachutes, uniforms, and protective wear for the U.S. government agencies as a subcontractor; and other sewn and sealed products on a contract basis. The Electronic Systems segment provides electronics manufacturing services for commercial customers. It manufactures assemblies, including avionics, communication, environmental controls, and other products. The company was founded in 1956 and is headquartered in Sioux Falls, South Dakota.
Advisors' Opinion:- [By Dividends4Life]
Memberships and Peers: MMM is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: General Electric Co. (GE) with a 3.1% yield, Raven Industries Inc. (RAVN) with a 1.6% yield and Carlisle Companies Inc. (CSL) with a 1.2% yield.
- [By victorselva]
General Electric has a current ratio of 10% which is lower than all the comps: 3M Company (MMM), Danaher Corp. (DHR), Carlisle Companies Incorporated (CSL), Koninklijke Philips N.V (PHG) and Raven Industries Inc. (RAVN).
10 Best Information Technology Stocks To Watch For 2014: Ishares Msci Emu Index (EZU)
iShares MSCI EMU Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the European Monetary Union (EMU) markets, as measured by the MSCI EMU Index (the Index). The Index seeks to measure the performance of the equity market of the EMU member countries, which includes those members of the European Union who have adopted the Euro as its currency. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Dave and Donald Moenning]
At the beginning of the year, those seeing the glass as at least half-empty were expecting Europe (EZU) to drag the economies of the world into recession, China's (FXI) economic growth to tank, the unrest in the Middle East to become a huge problem, the Fed to make a mistake, earnings to soften and the politicians in Washington to send the U.S. into a depression.
10 Best Information Technology Stocks To Watch For 2014: Koninklijke DSM NV (RDSMY.PK)
Koninklijke DSM N.V. (DSM), incorporated on December 28, 1966, is engaged in creating products and services in Life Sciences and Materials Sciences. DSM�� products and services are used in a range of markets and applications. End markets include human and animal nutrition and health, personal care, pharmaceuticals, automotive, coatings and paint, electrical and electronics, life protection and housing. The activities of DSM are grouped into five clusters: Nutrition, Pharma, Performance Materials, Polymer Intermediates, and Base Chemicals and Materials. In May 2010, Orascom Construction Industries announced that the acquisition of the Company�� agro and melamine businesses has been finalized. DSM completed the disposal of DSM Energie Holding B.V. (DSM Energy) to TAQA Abu Dhabi National Energy Company PJSC on September 30, 2009. In September 2010, the Company acquired Microbia, Inc. from Ironwood Pharmaceuticals, Inc. In December 2010, the Company completed the sale of DSM Special Products B.V. to Emerald Performance Materials. In February 2011, the Company completed the acquisition of Martek Biosciences Corporation. In May 2011, the Company sold DSM Elastomers to Lanxess AG. In June 2012, the Company acquired Kensey Nash Corporation (Kensey Nash).
Nutrition
The Nutrition cluster comprises DSM Nutritional Products and DSM Food Specialties. The nutrition and food ingredients businesses serve the food, feed, cosmetic and pharmaceutical industries. DSM holds positions in the markets for ingredients for human and animal nutrition and health. DSM Nutritional Products is the supplier of vitamins, carotenoids, nutritional ingredients, ultra-violet (UV) filters and premixes for human and animal nutrition and health. DSM Nutritional Products is organized around two entities: Animal Nutrition and Health (ANH) and Human Nutrition and Health (HNH). DSM Food Specialties is a global manufacturer of food enzymes, cultures, yeast extracts and other specialty ingredients for the food and b! everage industries.
DSM Food Specialties comprises two business units and an Ingredients Development Unit. Enzymes & Dairy Ingredients supplies a range of food enzymes for applications such as dairy, baking, fruit processing, brewing and wine, starter cultures for cheese and yogurt, preservation solutions for cheese and meat, and tests for the detection of residues of antibiotics in milk. Savoury Ingredients is a major supplier of ingredients for flavorings and flavor enhancers (such as yeast extracts) used in products, such as soups, instant meals, sauces and savory snacks.
Pharma
The Pharma cluster comprises the business groups DSM Pharmaceutical Products (DPP) and DSM Anti-Infectives. DSM is an independent supplier to the pharmaceutical industry. DSM Pharmaceutical Products is a provider of custom contract manufacturing and development services to the pharmaceutical, biopharmaceutical and agrochemical industries.
DSM Pharmaceutical Products consists of three business units: DSM Pharma Chemicals (custom chemical manufacturing services for complex registered intermediates and active pharmaceutical ingredients (APIs), including DSM Exclusive Synthesis (custom manufacturing services for the crop protection industry), DSM Biologics (biopharmaceutical manufacturing technology and services) and DSM Pharmaceuticals, Inc. (finished-dose-form manufacturing services). DSM BioSolutions focuses on custom manufacturing services based on microbial fermentation. DSM Anti-Infectives holds global leadership positions in penicillin G, penicillin intermediates (6-APA and 7-ADCA), active pharmaceutical ingredients such as semi-synthetic penicillins and semi-synthetic cefalosporins (beta-lactams), and other active ingredients, such as nystatin.
Performance Materials
The Performance Materials cluster comprises the business groups DSM Engineering Plastics, DSM Dyneema and DSM Resins. The products are used in a variety of end-use markets: the au! tomotive ! industry, the aviation industry, the electrical and electronics industry, the sports and leisure industries, the paint and coatings industry and the construction industry.
DSM Engineering Plastics is a global player in polyamides, polyesters, polycarbonates and adhesive resins. These materials are used in components for the electrical and electronics, automotive, engineering and packaging industries. DSM produces Dyneema fiber and UD (unidirectional textile sheets) in Heerlen (Netherlands) and in Greenville (North Carolina, United States) through its gel-spinning process. DSM Resins consists of four business units: DSM NeoResins+, DSM Powder Coating Resins, DSM Desotech and DSM Composite Resins.
Polymer Intermediates
The Polymer Intermediates cluster consists of DSM Fiber Intermediates. DSM Fibre Intermediates produces caprolactam and acrylonitrile, which are raw materials for synthetic fibers and engineering plastics. Other products include ammonium sulfate (a fertilizer), diaminobutane, sodium cyanide and cyclohexanone. DSM�� caprolactam production capacity is more than 600,000 tons per annum.
Base Chemicals and Materials
The Base Chemicals and Materials cluster consists of DSM Agro, DSM Melamine, DSM Elastomers and a number of activities that have been carved out from other clusters. DSM Agro produces fertilizers and is active in Northwestern Europe. DSM Melamine is a producer of melamine, used in wood-based panels and laminates for furniture and flooring. DSM Elastomers manufactures synthetic rubbers (EPDM) for use in cars and other transportation vehicles, white goods, various industrial products and construction materials and as motor-oil additives.
DSM Agro is a producer of ammonia and high-nitrogen fertilizers for grasslands and agricultural crops; products and services for responsible fertilization. DSM Agro sells about 2.4 million tons of fertilizers per year. The Base Chemicals and Materials cluster also includes! several ! activities that have been carved out from other clusters. These include Citric Acid, DSM Special Products and the Maleic Anhydride and derivatives business.
Other activities
Other activities comprise various activities and businesses that do not belong to any of the five reporting clusters. It consists of both operating and service activities and also includes a number of costs that cannot be logically allocated to the clusters. Other activities includes the DSM Innovation Center, DSM Venturing and a number of other activities, such as Sitech Services, EdeA, DSM Insurances and part of the costs of corporate activities. Sitech Services provides technological consultancy, expertise in energy and auxiliary materials, the supply of utilities and human resources.
EdeA VoF owns, operates and maintains most of the production and distribution facilities for utilities (for example steam, power and water) at the Chemelot site in Sittard-Geleen (Netherlands). EdeA VoF is a joint venture with Essent, an energy production and distribution company. DSM�� stake is 50%. DSM retains a limited part of its Property Damage and Business Interruption and Product Liability risks via a captive insurance company. DSM has a share in a limited number of associates.
Advisors' Opinion:- [By Markus Aarnio]
BioAmber expects its advanced bio-based specialty chemicals to compete with petrochemical equivalents that are proven in the market and manufactured by established companies, such as Gadiv Petrochemical Industries, Kawasaki Kasei, DSM (RDSMY.PK) and numerous small Chinese producers including Anqing Hexing Chemical, and Anhui Sunsing Chemicals. In addition, BioAmber's products will compete against other companies in the bio-based specialty chemical industry, both early stage companies, such as Genomatica (for bio-based 1,4 BDO) and Myriant Corporation (for bio-succinic acid), and established companies, such as a collaborative venture between DSM and Roquette Frères S.A. and a collaborative venture between BASF (BASFY.PK) and Purac (both for bio-succinic acid).
10 Best Information Technology Stocks To Watch For 2014: PowerShares DWA Energy Momentum Portfolio (PXI)
PowerShares Dynamic Energy Sector Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the Dynamic Energy Sector Intellidex Index (the Index). The Index consists of stocks of 60 United States energy companies. These are companies that are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil-based energy. Stocks are selected principally on the basis of their capital appreciation potential as identified by the AMEX (the Intellidex Provider) pursuant to an Intellidex methodology. The Fund�� investment adviser is PowerShares Capital Management LLC.
The Fund, using an indexing investment approach, attempts to replicate the performance of the Index. The Fund generally will invest in all of the stocks comprising the Index in proportion to their weightings in the Index. The Fund will normally invest at least 80% of its total assets in common stocks of energy companies. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index.
Advisors' Opinion:- [By Todd Shriber, ETF Professor]
Unusual volume (at least 5X ADV): QuantShares US Market Neutral Anti-Beta ETF (NYSE: BTAL), iShares 10+ Year Credit Bond ETF (NYSE: CLY), iShares Morningstar Small Value ETF (NYSE: JKL) and the PowerShares Dynamic Energy ETF (NYSE: PXI).
10 Best Information Technology Stocks To Watch For 2014: Turcas Petrol AS (TRCAS)
Turcas Petrol AS (Turcas) is a Turkey-based integrated energy holding company that operates in the fields of fuel distribution, oil refining, power generation & trading, and import & wholesale of natural gas. The joint venture company, Shell & Turcas Petrol AS (STAS), carries out the Company�� fuel distribution activities through a network of gas stations, delivering services across Turkey. Its Oil refining and petroleum production is undertaken by SOCAR & Turcas Energy (STEAS). The Company operates its power generation, trading and distribution activities through Turcas Energy Holding. The import, export and wholesale of natural gas are handled by Turcas Gas Trading. Advisors' Opinion:- [By Lyubov Pronina]
Akbank sank 4.2 percent in Istanbul, falling for a sixth straight day, the longest streak in almost two months. Turcas Petrol AS (TRCAS) lost 1.6 percent after the Turkish energy company said Finance Ministry officials started an inspection at its venture with Royal Dutch Shell Plc.
10 Best Information Technology Stocks To Watch For 2014: E-Commerce China Dangdang Inc.(DANG)
E-Commerce China Dangdang Inc. operates as a business-to-consumer e-commerce company in the People?s Republic of China. It engages in the sales of Chinese and foreign language books, and music CDs, VCDs, and DVDs through its Website dangdang.com. The company also offers general merchandise products, such as beauty and personal care products; home and lifestyle products; consumer electronics; baby, children, and maternity products; apparel and accessories; and footwear, handbags, and luggage. In addition, it operates the dangdang.com marketplace program, which enables third-party merchants to sell their products alongside products sourced by the company. The company is headquartered in Beijing, the People?s Republic of China.
Advisors' Opinion:- [By Luke Jacobi]
E-Commerce China Dangdang (NYSE: DANG) gave up 13.44 percent to fall to $10.05 after the company issued weak Q3 revenue forecast.
Netflix (NASDAQ: NFLX) dropped 9.15 percent to $322.47 as traders suddenly questioned the strength of the company's earnings fueled rally and rushed for the exits.
10 Best Information Technology Stocks To Watch For 2014: Aegon NV(AEG)
AEGON N.V. provides life insurance, pensions, and asset management products and services worldwide. The company?s life insurance products include traditional, term, universal, whole, and other life insurance products sold as part of defined benefit pension plans, endowment policies, post-retirement annuity products, and group risk products; supplemental health insurance products comprise accidental death, other injury, critical illness, hospital indemnity, medicare supplement, and student health; specialty lines consists of travel, membership, and creditor products; and long term care insurance products for policyholders who require care due to a chronic illness or cognitive impairment. It also offers a range of savings and retirement products and services, including mutual funds, and fixed and variable annuities, savings accounts and investment contracts, segregated funds, guaranteed investment accounts, and single premium immediate annuities, as well as investment advice to individuals. In addition, the company offers employer solutions and pensions, such as retirement plans, pension plans, and pension-related products and services; investment products, including onshore and offshore bonds, and trusts; reinsurance products and solutions to life insurance and financial services companies; general insurance products comprising house, car, and fire insurance; and asset management products and services, including general account assets, unit-linked funds, and third party activities. AEGON N.V. markets its products through independent and career agents, financial planners, registered representatives, independent marketing organizations, banks, broker-dealers, benefit consulting firms, wirehouses, affinity groups, institutional partners, independent managing general agencies, and specialized financial advisors, as well as through online, direct, and worksite marketing. The company was founded in 1900 and is headquartered in The Hague, the Netherl ands.
Advisors' Opinion:- [By Will Ashworth]
Assuming it delivers on its outlook for 2014, its current free cash flow yield is a very enticing 20%. This isn�� a growth stock, but its brands still possess hidden value. As cheap stocks go, it�� very attractive.
Cheap Stocks to Buy: Aegon (AEG)It�� not often that you can buy a $19 billion market cap for under 10 bucks. Aegon�� a Dutch insurance company that�� had a rough ride over the past few years, and its stock�� suffered as a result. In the late ’90s AEG stock traded around $60 — it hasn�� been anywhere close since. However, it�� got some good assets that should bear fruit in the years to come. Aegon has 12,000 employees in the Americas doing business primarily under the Transamerica brand, which has been a part of AEG since 1999.
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