With shares of International Business Machines�(NYSE:IBM) trading around $194 after IBM’s earnings, is the stock 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 Movement
International Business Machines (NYSE:IBM) is an information technology company that operates in five segments: Global Technology Services, Global Business Services, Software, Systems and Technology, and Global Financing. Global Technology Services�provides information technology infrastructure services and business process services. Global Business Services�provides professional services and application management services. Software consists of middleware and operating systems software. Systems and Technology provides clients with business solutions requiring advanced computing power and storage capabilities. Global Financing invests in financing assets, leverages with debt and manages the associated risks. Through its segments, IBM is able to provide information technology products and services to a wide variety of companies participating in diversified sectors, worldwide.
Top 10 Information Technology Companies To Invest In Right Now: Weingarten Realty Investors(WRI)
Weingarten Realty Investors operates as a real estate investment trust (REIT). The company engages in the management, acquisition, and development of real estate. It operates in two segments, Shopping Center and Industrial. The Shopping Center segment engages in the acquisition, development, and management of real estate, primarily anchored neighborhood and community shopping centers located in Texas, California, Louisiana, Arizona, Nevada, Arkansas, New Mexico, Oklahoma, Tennessee, Kansas, Colorado, Missouri, Illinois, Florida, North Carolina, Mississippi, Georgia, Utah, Kentucky, and Maine. Its customer base includes supermarkets, discount retailers, drugstores, and other retailers. The Industrial segment engages in the acquisition, development, and management of bulk warehouses and office/service centers. Its properties are located in Texas, Nevada, Georgia, Florida, California, and Tennessee. As of June 30, 2005, Weingarten Realty Investors owned or operated under long -term leases, directly or through its interest in joint ventures or partnerships, a total of 350 developed properties and 3 properties that are in various stages of development. Its properties include 294 shopping centers and 59 industrial properties. Weingarten Realty Investors qualifies as a REIT for federal income tax purposes. As a REIT, it would not be taxed on the portion of its income, which is distributed to shareholders, provided it distributes at least 90% of its taxable income. The company was founded in 1948 and is based in Houston, Texas.
Advisors' Opinion:- [By Marc Bastow]
Shopping center real estate investment trust (REIT) Weingarten Realty (WRI) raised its quarterly dividend 6.6% to 32.5 cents per share, payable March 14 to shareholders of record as of March 6.
WGI Dividend Yield: 4.32%
10 Best Information Technology Stocks To Watch Right Now: Zoetis Inc (ZTS)
Zoetis Inc, incorporated on July 25, 2012, is engaged in the discovery, development, manufacture and commercialization of animal health medicines and vaccines, with a focus on both livestock and companion animals. The primary livestock species are cattle (both beef and dairy), swine, poultry, sheep and fish, and the primary companion animal species are dogs, cats and horses. In February 2014, Benchmark Holdings PLC purchased aquaculture vaccine and development assets from animal health company Zoetis Inc.
The Company�� more than 300 product lines include vaccines, parasiticides, anti-infectives, medicated feed additives and other pharmaceutical products. The Company�� product portfolio also includes businesses, such as diagnostics, genetics, devices and services, such as dairy data management, e-learning and professional consulting. The Company operates in North America, Europe, Africa, Asia, Australia and Latin America.
Advisors' Opinion:- [By Brian Orelli]
Other products you might have to ask your vet about. Zoetis� (NYSE: ZTS ) , for instance, sells an antibiotic for skin infections called Convenia, which is injected by the vet. Zoetis was spun out of Pfizer�earlier this year and is a pure-play animal health company. In addition to selling products for companion animals, the company sells products to keep livestock healthy.
- [By Brian Orelli]
Owners of Pfizer (NYSE: PFE ) stock have an animal of a decision to make. The pharma giant is giving shareholders a chance to exchange Pfizer stock for shares in Zoetis (NYSE: ZTS ) , its former animal health business that was spun out in February. Pfizer still owns 80% of Zoetis but is willing to give its shares away to its current shareholders in exchange for retiring Pfizer stock.
10 Best Information Technology Stocks To Watch Right Now: Avery Dennison Corp (AVY)
Avery Dennison Corporation (Avery Dennison), incorporated on February 23, 1977, is engaged in the production of pressure-sensitive materials, and a variety of tickets, tags, labels other converted products, and office and consumer products through embossing, printing, stamping and die-cutting. The Company operates in two segments: Pressure-sensitive Materials and Retail Branding and Information Solutions. In addition to its reportable segments, the Company has other specialty converting businesses comprised of Vancive Medical Technologies (Vancive) and Designed and Engineered Solutions (DES). Some are sold by the Company in converted form as printable media, tapes and reflective sheeting. The Company also manufacture and sells office and consumer products, other converted products and items not involving pressure-sensitive components, such as binders, organizing systems, markers, fasteners and business forms, as well as tickets, tags, radio-frequency identification (RFID) inlays and tags, and imprinting equipment and related services for retailers and apparel manufacturers. In 2012, the PSM and RBIS segments contributed approximately 71% and 25%, of its total sales, respectively. In 2012, international operations constituted a substantial majority of its business, representing approximately 72% of its sales. As of December 29, 2012, the Company operated approximately 200 manufacturing and distribution facilities worldwide, employed approximately 30,000 persons, and had operations in over 50 countries. In July 2013, Avery Dennison Corp completed the sale of its Office and Consumer Products and Designed and Engineered Solutions businesses to CCL Industries Inc.
Pressure-sensitive Materials Segment
Pressure-sensitive Materials segment manufactures and sells Fasson-,JAC -, and Avery Dennison-brand pressure-sensitive label and packaging materials, Avery- and Avery Dennison-brand graphics and graphic films, Avery Dennison-brand reflective products, and performance polymers (largel! y used to manufacture pressure-sensitive materials). The business of this segment tends not to be seasonal, except for certain outdoor graphics and reflective products and operations in Europe. Pressure-sensitive materials consist primarily of papers, plastic films, metal foils and fabrics, which are coated with company-developed and purchased adhesives, and then laminated with specially coated backing papers and films. They are sold in roll or sheet form with either solid or patterned adhesive coatings, and are available in a wide range of face materials, sizes, thicknesses and adhesive properties. These label and packaging materials are sold worldwide to label printers and converters for labeling, decorating, fastening, electronic data processing and special applications in the home and personal care, beer and beverage, durables, pharmaceutical, wine and spirits, and food market segments. A pressure-sensitive, or self-adhesive, material is one that adheres to a surface by press-on contact.
The Company�� graphics and reflective businesses sell a variety of films and other products to the architectural, commercial sign, digital printing, and other related market segments. The Company also sells durable cast and reflective films to the construction, automotive and fleet transportation market segments; and reflective films for traffic and safety applications. The Company provides sign shops, commercial printers and designers a range of pressure-sensitive materials to enable the creation of impactful and informative, brand and decorative graphics. The Company has an array of pressure-sensitive vinyl and specialty materials designed for digital imaging, screen printing and sign cutting applications.
The Company�� performance tapes business manufactures and sells coated tapes and adhesive transfer tapes for use in non-mechanical fastening, bonding and sealing systems in various industries. These tapes are sold to industrial original equipment manufacturers, converters, and dispo! sable dia! per producers worldwide in roll form and are available in a range of face materials, sizes, thicknesses and adhesive properties. Performance polymer products include a range of solvent- and emulsion-based acrylic polymer adhesives, protective coatings and other polymer additives for internal use, as well as for sale to other companies.
The Company competes with Raflatac, MacTac, Ritrama, Inc., Flexcon Corporation, Inc., Orafol Group, Inc., 3M, Tesa-SE, and Nitto Denko Corporation.
Retail Branding and Information Solutions Segment
The Company�� Retail Branding and Information Solutions segment (RBIS) designs, manufactures and sell a wide variety of branding and information solutions to retailers, brand owners, apparel manufacturers, distributors and industrial customers on a worldwide basis. RBIS branding solutions include creative services, brand embellishments, graphic tickets, tags, and labels, and sustainable packaging. RBIS information solutions include RFID-enabled inventory accuracy, visibility and loss prevention solutions, price ticketing and marking, care and content or origin compliance solutions, and brand protection and security solutions.
The Company competes with SML Group, R-pac Internation Corporation, and Checkpoint Systems.
Other specialty converting businesses
The Company�� specialty converting businesses include its designed and engineered solutions and Vancive businesses. These businesses manufacture and sell specialty tapes, engineered films, pressure-sensitive postage stamps and other converted products. These businesses are generally not seasonal, except for certain automotive products due to plant shutdowns by automotive manufacturers. It�� designed and engineered solutions business manufactures custom pressure-sensitive labels and multi-layer film constructions for durable goods, electronics and consumer packaged goods. These products are sold primarily to original equipment manufacturers, tie! r supplie! rs and packaging converters. For the automotive market segment, the businesses manufactures custom pressure-sensitive and heat-seal labels, and pressure-sensitive films, which are sold primarily to original equipment manufacturers and their suppliers. Its Vancive business manufactures an array of pressure-sensitive adhesive products for surgical, wound care, ostomy, and electromedical applications. These products are sold primarily to medical supply and device manufacturers and healthcare providers.
Advisors' Opinion:- [By Dan Caplinger]
3M has also done a good job of defending its intellectual property. Late last month, the company announced that it had won a lawsuit against Avery Dennison (NYSE: AVY ) for patent infringement, and the court dismissed counterclaims that Avery had filed against 3M.
- [By Marc Bastow]
Pressure-sensitive materials producer Avery Dennison (AVY) raised its quarterly dividend 21% to 35 cents per share payable June 18 to shareholders of record June 4.
AVY Dividend Yield: 2.88% - [By ovenerio]
In this article, let's take a look at Avery Dennison Corporation (AVY), a $4.55 billion market cap company, which is a leading worldwide manufacturer of pressure-sensitive adhesives and materials, labels, and retail systems.
10 Best Information Technology Stocks To Watch Right Now: OGE Energy Corporation(OGE)
OGE Energy Corp., together with its subsidiaries, operates as an energy and energy services provider that offers physical delivery and related services for electricity and natural gas primarily in the south central United States. The company is involved in the generation, transmission, distribution, and sale of electric energy in Oklahoma and western Arkansas; and gathering, processing, transporting, storing, and marketing of natural gas. It furnishes retail electric service in 268 communities and their contiguous rural and suburban areas. OGE Energy Corp. operates coal-fired and natural gas-fired units, as well as wind-powered units. As of December 31, 2011, the company owned and operated 12 generating stations with an aggregate capability of 6,790 megawatts; and a transmission system comprising 51 substations and 4,258 structure miles of lines in Oklahoma, and 7 substations and 279 structure miles of lines in Arkansas. Its distribution system consisted of 353 substations , 27,854 structure miles of overhead lines, 1,895 miles of underground conduit, and 10,120 miles of underground conductors in Oklahoma, as well as 37 substations, 2,250 structure miles of overhead lines, 212 miles of underground conduit, and 572 miles of underground conductors in Arkansas. The company also owned approximately 6,019 miles of intrastate natural gas gathering pipelines in Oklahoma and Texas; approximately 2,250 miles of intrastate natural gas transportation pipelines in Oklahoma; and 2 underground natural gas storage facilities and 8 operating natural gas processing plants in Oklahoma. It serves residential, commercial, industrial, oilfield, public authorities, and street light operators. OGE Energy Corp. was founded in 1995 and is based in Oklahoma City, Oklahoma.
Advisors' Opinion:- [By Robert Rapier]
Enable Midstream Partners�(NYSE: ENBL), a joint venture by affiliates of�CenterPoint Energy�(NYSE: CNP),�OGE Energy�(NYSE: OGE) and ArcLight Capital Partners. Enable Midstream Partners is one of the largest midstream partnerships in the US, with oil and gas midstream assets that extend from western Oklahoma and the Texas Panhandle to Alabama and from Louisiana to Illinois
- [By Robert Rapier]
Last month in Play Ball: More IPOs on Deck, I mentioned that the next master limited partnership to IPO could be Enable Midstream Partners (NYSE: ENBL). Enable Midstream was formed in May 2013 as a joint venture by affiliates of CenterPoint Energy (NYSE: CNP), OGE Energy (NYSE: OGE) and ArcLight Capital Partners.
- [By Chuck Carnevale]
OGE Energy Corp. (OGE): Another Utility with Slightly Higher Growth
Our second example, OGE Energy Corp., differs from our first only by virtue of the fact that its earnings growth rate since 1998 has averaged over 5% per annum. Nevertheless, we once again discover that the PE ratio of 15 represents a strong proxy for this company�� valuation. During the short time intervals when price deviates from fair value PE of 15, it doesn�� take long for price to move back into alignment with earnings.
- [By GURUFOCUS]
OGE Energy Corp. (OGE) operates as an energy and energy services provider that offers physical delivery and related services for electricity and natural gas primarily in the south central U.S. Dec. 4, the company increased its quarterly dividend 7.8% to $0.225 per share. The dividend is payable Jan. 30, 2014, to shareowners of record Jan. 10, 2014. The yield based on the new payout is 2.7%.
10 Best Information Technology Stocks To Watch Right Now: Ishares Trust Russell (IWD)
iShares Russell 1000 Value Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the large-capitalization value sector of the United States equity market, as represented by the Russell 1000 Value Index (the Index). The Index is a subset of the Russell 1000 Index. The Index is a capitalization-weighted index and consists of those companies or portion of a company, with lower price-to-book ratios and lower forecasted growth within the Russell 1000 Index. The Index represents approximately 51% of the total market capitalization of the Russell 1000 Index.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to Index. iShares Russell 1000 Value Index Fund's investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By James Brumley]
It’s been especially untrue the last few years. Since this point in the year back in 2003, the iShares Russell 1000 Growth Fund (IWF) has advanced 81%, while the iShares Russell 1000 Value Fund (IWD) has only advanced 67%.
10 Best Information Technology Stocks To Watch Right Now: Belgacom SA (BELG)
Belgacom SA is a Belgium-based company registered under the Belgian public law that provides both fixed and mobile telecommunication services, including telephony, Internet and television services for both professional and private customers. Its activities are divided into five product lines: Packs (offering mixed all-in-one products, such as Internet together with Television and Mobile telephony); Proximus telephony, Internet, Television and Fixed telephony. It also offers its customers e-services (helping in account managing online), help and support through its Website. The Belgian State is the Company's major shareholder. Advisors' Opinion:- [By Namitha Jagadeesh]
Belgacom SA (BELG) rallied 9.1 percent to 18.34 euros, its biggest gain since at least 2004, after reporting second-quarter earnings before interest, taxes, depreciation, amortization and some items of 430 million euros. Analysts on average had estimated Ebitda of 414.2 million euros.
10 Best Information Technology Stocks To Watch Right Now: Anhanguera Educacional Participacoes SA (AEDU3)
Anhanguera Educacional Participacoes SA, formerly Mehir Holdings SA, is a Brazil-based holding company engaged in the education sector. The Company provides higher graduate and postgraduate education through full time and distance learning programs. It is also engaged in the provision of preparatory courses for public competition and other specialization courses. The Company offers the academic programs, such as full time graduate, distance graduate and post-graduate courses. Additionally, the Company provides selected courses through the methodology of distance learning, including graduate, post-graduate and continuous education courses. Anhanguera Educacional Participacoes SA offers its services for working adults and operates in approximately 71 campuses and around 500 learning centers located throughout each of around the 26 Brazilian states. Advisors' Opinion:- [By Ney Hayashi]
Anhanguera Educacional Participacoes SA (AEDU3) tumbled after Brazil�� antitrust regulator signaled it may limit the education company�� merger with competitor Kroton Educacional SA. (KROT3) Lojas Renner SA (LREN3) led retailers higher after a report showed Brazil�� industrial production expanded faster than expected in October, easing concern that growth is faltering.
No comments:
Post a Comment