Best Stocks To Buy For 2013: Dividend

[ July 23, 2016 | Author: Admin | Views: 35238 | Weather: | Mood: normal]

Barclays analysts Robert Wertheimer and Adam Seiden explain why they not only upgraded Joy Global (JOY) to Overweight from Equal Weight, but the entire US Machinery Industry to Neutral from Negative: LUKE SHARRETT/BLOOMBERG NEWS We upgrade JOY to OW, PT $14. Mining is extremely depressed, and the aftermarket portion, depressed as well, has substantial value if enough costs can be taken out to reflect the new reality. Peak earnings of ~$7 per share were likely more than half aftermarket/service and compare with current share price of $10. What had kept us on the sidelines was that this quarter should continue a string of weak results, on tough markets in Appalachia and South Africa. The swings at trough may matter less now however… In this note we upgrade our U.S. Machinery Industry view to Neutral from Negative…We see three changes since our launch that warrant a more moderated approach to investing … Continue reading

[ July 7, 2016 | Author: Admin | Views: 82639 | Weather: | Mood: normal]

Citigroup’s Kate McShane and team ask if the bull markets in Nike (NKE) andUnder Armour (UA) are over. Their answer: No. They explain why: Bloomberg News Since their respective analyst days last fall (Under Armour – Sept; Nike – Oct),Under Armour and Nike stocks are down ~17% and 5%, respectively. The pullback in both names appears to be driven primarily by rich multiples and concerns over potentially slower top-line growth over the next several quarters. Key concerns on Nike include: 1) Nike reported 10% NA futures (400bps deceleration from the prior qtr), 2) Higher NA inventories taking several qtrs to work through, 3) Health of the basketball category, given increased competition at a lower price pt. Why We are Still at a Buy While we acknowledge that not everything is humming along as it once was at Nike, recent concerns do not necessarily derail the LT thesis or multiple, in … Continue reading

[ July 2, 2016 | Author: Admin | Views: 28486 | Weather: | Mood: normal]

Stocks appear unaffected by a comment from Fed Chair Janet Yellen that a rate hike could be appropriate. Charles Krupa/Associated Press The S&P 500 has gained 0.2% to 2,093.41, while the Dow Jones Industrial Average is up 6.47 points at 17,834.76. The Nasdaq Composite has risen 0.4% to 4,918.71. Yes, that’s slightly off their highs, but the highs were never that high to begin with. Jefferies’ Thomas Simons has the details on Yellen’s comments: *YELLEN SAYS FED RATE HIKE IN COMING MONTHS MAY BE APPROPRIATE *YELLEN: STRESSES WILL LOOK AT DATA, FED WILL MOVE GRADUALLY *MNI: YELLEN: STRESSES WILL LOOK AT DATA, FED WILL MOVE GRADUALLY So, there ya go. Mankiw makes a snarky joke about money managers delaying “trips to the Hamptons” waiting for comments about monetary policy and Yellen obliged. Hot Long Term Stocks To Invest In 2016: Flextronics International Ltd.(FLEX) Flextronics International Ltd. provides design and electronics … Continue reading

[ June 27, 2016 | Author: Admin | Views: 27344 | Weather: | Mood: normal]

Related Inside Some Environmental, Social And Governance ETFs Bet On Gender Equality With This New ETF Approximately 90 new exchange-traded funds have come to market this year, but as is usually the case with rookie ETFs, most are not yet attracting much attention or assets from investors. Two Top-Performing New ETFs One of the exceptions, well, one of two exceptions is the WisdomTree Dynamic Currency Hedged International Equity Fund (BATS: DDWM). The WisdomTree Dynamic Currency Hedged International Equity Fund, which debuted on January 7, has nearly $239 million in assets under management. The only ETF born this year with more assets than DDWM is the SPDR Series Trust SPDR SSGA Gender Diversity Index ETF (NYSE: SHE), which has $267.1 million in assets. 5 Best Internet Stocks To Own For 2016: Gibraltar Industries, Inc.(ROCK)   Gibraltar Industries, Inc. manufactures and distributes building products in North America, Europe, and Asia. Its Residential … Continue reading

[ June 5, 2016 | Author: Admin | Views: 51973 | Weather: | Mood: normal]

Stifel’s Benjamin Mogil and Kevin Lee Hon Siong argue that investors will place less of an asterisk alongside Walt Disney’s (DIS) film earnings when they report tomorrow. They explain why: Disney-Marvel/Associated Press Disney’s “Captain America: Civil War” opened to a strong domestic number of $182mn, and with a very strong second week abroad and in China now stands at $497mn internationally and $687mn globally. The studio reached the domestic billion dollar mark in a record 128 days. While Cable rightfully remains in the forefront of the discussion around Disney given both its share of OI and its share of terminal value expectations, we believe that the level of consistency which the studio has shown and the sheer number of franchises it currently has in the pipeline should lead to less of an asterisk around Studio results. Best Cheap Companies To Buy Right Now: Reynolds American Inc(RAI) Reynolds American Inc. (RAI), … Continue reading