Best Stocks To Buy For 2013: PCH  

[ May 7, 2014 | Author: Admin | Views: 62731 | Weather: | Mood: normal]

On Friday, Weyerhaeuser (NYSE: WY  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they’ll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you’ll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move. Weyerhaeuser is a huge player in the forest products industry, providing building materials for home and commercial construction as well as paper products for consumer and industrial use. Let’s take an early look at what’s been happening with Weyerhaeuser over the past quarter and what we’re likely to see in its quarterly report. Stats on Weyerhaeuser Analyst EPS Estimate $0.23 Year-Ago EPS Top 10 Construction Companies To Watch In Right Now: Amcol International Corp (ACO) AMCOL International Corporation (AMCOL), incorporated on December 3, … Continue reading

[ March 23, 2014 | Author: Admin | Views: 73601 | Weather: | Mood: normal]

Corporate holding company Carlyle Group (NASDAQ: CG  ) signed a deal to acquire a new subsidiary this week. On Thursday, Carlyle announced it has agreed to buy Marelli Motori from Britain’s Melrose Industries in a deal expected to close in August. Based in Italy, Marelli is one of the world’s largest manufacturers of industrial generators and electric motors for the power generation, marine, oil & gas, and industrial manufacturing markets. Explaining the purchase, co-head ofCarlyle Europe PartnersMarco De Benedetti said: “Marelli Motori is an outstandingItalian companythat, thanks to the quality and competence of its management, has gone through a process of true internationalization enabling them to gain recognition and a strong market position in all of the major international markets in which they operate.” It’s also a growing company, having increased annual revenues 12.5% in the most recent year, to $197.3 million in 2012. With Carlyle paying $280.5 million, this works … Continue reading

[ March 23, 2014 | Author: Admin | Views: 96969 | Weather: | Mood: normal]

Corporate holding company Carlyle Group (NASDAQ: CG  ) signed a deal to acquire a new subsidiary this week. On Thursday, Carlyle announced it has agreed to buy Marelli Motori from Britain’s Melrose Industries in a deal expected to close in August. Based in Italy, Marelli is one of the world’s largest manufacturers of industrial generators and electric motors for the power generation, marine, oil & gas, and industrial manufacturing markets. Explaining the purchase, co-head ofCarlyle Europe PartnersMarco De Benedetti said: “Marelli Motori is an outstandingItalian companythat, thanks to the quality and competence of its management, has gone through a process of true internationalization enabling them to gain recognition and a strong market position in all of the major international markets in which they operate.” It’s also a growing company, having increased annual revenues 12.5% in the most recent year, to $197.3 million in 2012. With Carlyle paying $280.5 million, this works … Continue reading

[ January 22, 2014 | Author: Admin | Views: 52019 | Weather: | Mood: normal]

RECOMMENDATION We have an Accumulate rating on Weyerhaeuser’s (WY) common stock. We believe that investors have bid Weyerhaeuser’s stock up by 75% over the last six quarters because they are counting on a recovery in the housing market to serve as a catalyst for growth in WY’s top and bottom lines. We can see that it would provide significant leverage to WY’s bottom line because 53% of WY’s operating income was used to pay debt interest, so any boost to revenue would boost WY’s operating income and enable WY to generate significant gains in Net Income. We increased our fair intrinsic value per share for Weyerhaeuser from $29.02 in October to $34.88 in March and we’re raising it again to $35.92. Although WY’s share price has generated strong growth since 2011, we believe that the company will be able to enjoy steadily improving revenues and operating income, which will boost … Continue reading

[ September 26, 2013 | Author: Admin | Views: 99612 | Weather: | Mood: normal]

Bally Technologies (NYSE:BYI) announced July 16 that it was buying its competitor–SHFL Entertainment (Nasdaq:SHFL)–for $1.3 billion. On paper, the deal looks like a winner. Should you buy Bally’s stock? I’ll discuss. Bally’s Existing Strengths Investors clearly liked the deal as Bally gained 7% on the day while SHFL Entertainment was up 22%. Bally’s on a roll and this deal only cements that notion. In the third quarter ended March 31, Bally delivered record revenues and earnings. More importantly, each of its three revenue streams (gaming equipment, gaming operations and systems) accounted for at least 28% of its overall revenue. This is one diversified business. SEE: What Makes An M&A Deal Work? In terms of growth, it grew its revenues by 13% year-over-year to $259.1 million, gross margins by 200 basis points to 65% and adjusted EBITDA by 14.3% to $85 million. Business is so good the company upped its … Continue reading

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