With shares of International Business Machines�(NYSE:IBM) trading around $174, 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 fell in premarket trading recently as the company reported earnings after the bell on Wednesday that missed estimates by $1 billion. IBM reported its sixth straight quarter of revenue declines. Revenue for the company fell 4 percent year-over-year to $23.7 billion. The company was hurt in particular by slow sales in China, where hardware revenue fell 40 percent. It wasn�� all bad news for IBM, though, as earnings were up 10 percent to $3.99 per share and income rose 6 percent to $4.4 billion.
Top 5 Oil Stocks To Own Right Now: NYSE Euronext Inc.(NYX)
NYSE Euronext, through its subsidiaries, operates securities exchanges. It operates various stock exchanges, including the New York Stock Exchange (NYSE), NYSE Arca, Inc., and NYSE Amex LLC in the United States; and five European-based exchanges that comprise Euronext N.V. ? the Paris, Amsterdam, Brussels, and Lisbon stock exchanges, as well as the NYSE Liffe derivatives markets in London, Paris, Amsterdam, Brussels, and Lisbon. The company?s Derivatives segment provides access to trade execution in derivatives products, options, and futures; offers clearing services for derivative products; and sells and distributes market data and related information. NYSE Euronext?s Cash Trading and Listings segment engages in offering access to trade execution in cash trading and settlement of transactions in European markets; obtaining new listings and servicing existing listings; selling and distributing market data and related information; and providing regulatory services. Its Info rmation Services and Technology Solutions segment operates sell side and buy side connectivity networks for its markets and for other market centers, and market participants in the United States, Europe, and Asia; provides trading and information technology software and solutions; sells and distributes market data and related information to data subscribers for proprietary data products; and offers asset management services, and consultancy services to exchanges and liquidity centers. The company is headquartered in New York, New York.
Advisors' Opinion:- [By Leslie Picker]
Twitter also chose to list on the New York Stock Exchange (NYX), instead of the Nasdaq Stock Market where Facebook trades. It earlier set a price range of $17 to $20 a share.
Best Information Technology Stocks To Own Right Now: Exide Technologies (XIDEQ)
Exide Technologies, incorporated on November 23, 1966, is engaged in stored electrical energy solutions, and is a manufacturer and supplier of lead-acid batteries for transportation and industrial applications in the worldwide. Exide operates in four business segments: Transportation Americas, Transportation Europe and ROW, Industrial Energy Americas, and Industrial Energy Europe and ROW. The Company�� operations in the Americas as well as Europe and Rest of World (ROW) represented approximately 42% and 58%, respectively, during the fiscal year ended March 31, 2013 (fiscal 2013), net sales.
Transportation
The Company�� transportation batteries include starting lighting and ignition (SLI) batteries for cars, trucks, off-road vehicles, agricultural and construction vehicles, motorcycles, recreational vehicles, marine, and other applications including Micro-hybrids. The Company�� principal batteries sold in the transportation markets are represented by brands: Exide, Exide Extreme, Exide NASCAR Select, Centra, DETA, Orbital, Fulmen, and Tudor, as well as other brands under various private labels. The market for transportation batteries is divided between sales to aftermarket customers and original equipment manufacturers (OEMs). Transportation segments represented approximately 61% of the Company�� net sales in fiscal 2013. Within the transportation segments, aftermarket and OEM net sales, including original equipment service (OES) represented approximately 72.1% and 27.9% of fiscal 2013 net sales, respectively.
Some of the Company�� aftermarket customers include Pep Boys, Bosch, Tractor Supply, Canadian Tire, ADI, ATR International, and GroupAuto International. In addition, the Company is also a supplier of authorized replacement batteries for OEMs including the BMW Group, Fiat Group, Honda, Iveco, John Deere, PSA Group, Scania, Volvo Trucks, Toyota, Volkswagen Group, Renault-Nissan, PACCAR, and many others. Some of the Company�� OEM customers include t! he BMW Group, Fiat Group, International Truck & Engine, the PSA group (Peugeot S.A./Citroen), Case/New Holland, John Deere, Renault, Nissan, Scania, Volvo Trucks, Volkswagen Group, Chrysler, Toyota, Jaguar, Land Rover, among others.
In the Americas, the Company sells aftermarket transportation products through various distribution channels, including mass merchandisers, auto parts outlets, wholesale distributors, and battery specialists. The Company sells its OEM transportation replacement products principally through dealer networks. The Company�� Americas operations include a network of 74 branches which sell and distribute batteries and other products to the Company�� distributor channel customers, battery specialists, national account customers, retail stores, and OEM dealers. In addition, these branches collect spent batteries for the Company�� recycling facilities. These operations supply recycled lead for approximately 75 to 80% of Exide�� Transportation and Industrial Energy products manufactured in North America. The recycling facilities also recover and recycle battery acid as well as plastic materials that are used to produce new battery covers and cases.
In Europe and ROW, the Company sells OEM batteries to the light vehicle, light commercial vehicle and commercial vehicle industries. The commercial vehicle industry includes truck manufacturers as well as construction and agriculture vehicle manufacturers. Exide supplies its OEM batteries directly to the assembly plants of its customers. The Company also delivers service and replacement batteries into this segment. Those are either distributed by the OEM customers themselves or delivered directly to the service points through the Exide logistics network. The Company also supplies advanced lead-acid batteries for microhybrid vehicles equipped with carbon dioxide reducing technologies such as Start & Stop with and without regenerative braking systems. It sells Europe and ROW aftermarket batteries primarily th! rough aut! omotive parts and battery wholesalers, mass-merchandisers, auto centers, service installers, and oil companies. Battery specialists sell and distribute batteries to a network of automotive parts retailers, service stations, independent retailers, and garages throughout Europe.
The Company competes with Johnson Controls, Inc. and East Penn Manufacturing.
Industrial Energy
The Company�� Industrial Energy segments supply both motive power and network power applications. Motive power batteries are used in the material handling industry for electric forklift trucks, and in other industries, including floor cleaning machinery, powered wheelchairs, railroad locomotives, mining, and the electric road vehicles market. The battery technologies for the motive power markets include flooded flat plate products, tubular plate products, absorbed glass mat (AGM) products, and gel electrolyte products. The Company also offers a complete range of battery chargers and related equipment for the operation and maintenance of battery-powered vehicles. Network power batteries are used to provide back-up power for use with telecommunications systems, computer installations or data centers, hospitals, air traffic control systems, security systems, utilities, railway and military applications. Telecommunications applications include central and local switching systems, satellite stations, wireless base stations and mobile switches, optical fiber repeating boxes, cable television transmission boxes, and radio transmission stations. The Company�� strongest network power battery brands, Absolyte and Sonnenschein, offer customers the choice of AGM or gel electrolyte valve regulated battery technologies and deliver among the highest energy and power densities in their class.
In the Americas, the Company distributes motive power products and services through multiple channels. These include sales and service locations owned by the Company that are augmented by a network of indep! endent ma! nufacturers��representatives. The Company serves a wide range of customers including OEM suppliers of lift trucks, industrial companies, retail distributors, warehousing companies, and manufacturers. Motive power customers in the Americas include Toyota, MCFA, NACCO, Sears, Toyota, Walmart, and Target. The Company distributes network power products and services through sales and service locations owned by the Company augmented by a network of independent manufacturers��representatives. The Company�� primary network power customers in the Americas include AT&T, APC, Emerson Electric, and Verizon Wireless.
The Company distributes motive power products and services in Europe through in-house sales and service organizations and utilizes distributors and agents for the export of products from Europe to ROW countries. Motive power products in Europe are also sold to a wide range of customers in the aftermarket, ranging from industrial companies and retail distributors to small warehousing and manufacturing operations. Motive power batteries are also sold in complete packages, including batteries, chargers, and increasingly through on-site service. The Company�� OEM motive power customers include Toyota Material Handling, the KION Group, and Jungheinrich. The Company distributes network power products and services in Europe and batteries and chargers in Australia and New Zealand through in-house sales and service organizations. In Asia, products are distributed through independent distributors. The Company utilizes distributors, agents, and direct sales to export products from Europe and North America to ROW. The Company�� primary Network Power customers in Europe and ROW include Deutsche Telecom, Alcatel, Emerson Electric, Ericsson and Siemens Nokia Networks.
The Company competes with EnerSys Inc., East Penn Manufacturing, Hoppecke, MIDAC, GS/Yuasa, Shinkobe and C&D Technologies.
Advisors' Opinion:- [By Rich Duprey]
A real car wreck on the horizon
Already crashing and burning was lead-acid battery maker Exide Technologies (NASDAQOTH: XIDEQ ) , which confirmed it had hired a restructuring specialist to help it cope with is financial situation ahead of some of its debt maturing this fall. It's shares fell almost 48% on the news.
Best Information Technology Stocks To Own Right Now: Smith & Nephew SNATS Inc.(SNN)
Smith & Nephew plc develops, manufactures, markets, and sells medical devices in the orthopaedics, endoscopy, and advanced wound management sectors worldwide. The company operates in three segments: Orthopaedics, Endoscopy, and Advanced Wound Management. The Orthopaedics segment offers reconstruction implants, including hip, knee, and shoulder joints, as well as ancillary products, such as bone cement and mixing systems used in cemented reconstruction joint surgery. This segment also provides trauma fixation products consisting of internal and external devices, and other products, including shoulder fixation and orthobiological materials used in the stabilization of fractures and deformity correction procedures; and clinical therapies products comprising bone growth stimulation, joint fluid therapies, and outpatient spine products. The Endoscopy segment develops and commercializes minimally invasive surgery techniques, educational programs, and value-added services for sur geons to treat and repair soft tissue and articulating joints. It offers specialized devices and fixation systems to repair damaged tissues; fluid management equipment for surgical access; digital cameras, digital image capture, scopes, light sources, and monitors to assist with visualisation; radiofrequency wands, electromechanical and mechanical blades, and hand instruments for resecting damaged tissues. The Advanced Wound Management segment provides initial wound bed preparation and full wound closure products. This segment?s products are targeted at chronic wounds associated with the older population, such as pressure sores and venous leg ulcers; and products for the treatment of wounds, including burns and invasive surgery. The company serves medical and surgical service providers. Smith & Nephew plc was founded in 1856 and is headquartered in London, the United Kingdom.
Advisors' Opinion:- [By Dan Carroll]
British device maker Smith & Nephew (NYSE: SNN ) is the latest company�to join the emerging markets push. The company announced it agreed to buy Indian trauma device maker Adler Mediequip, which -- along with the buyout of a Brazilian�distribution partner -- totaled around $70 million. What does this mean for your investment and the medical device industry's emerging markets momentum?
- [By James Brumley]
All that being said, while St. Jude Medical might have never been known as a device pioneer, the acquisitions of Nanostim and Endosense have given STJ stock holders some exposure to pacemakers without pesky leads (where the “pulse” is created), and exposure to atrial fibrillation treatment without the use of drugs. This year might mark a serious upgrade for the company’s product lines.
Medical Devices: Smith & Nephew plc (SNN)Priced at a trailing P/E of 24 and a forward-looking P/E of 17, it’s not like you can call Smith & Nephew plc (SNN) a screaming value. It’s a reliable growth machine, however, in terms of earnings as well as revenue.
- [By Jake L'Ecuyer]
Top Headline
Smith & Nephew PLC (NYSE: SNN) announced its plans to buy ArthroCare (NASDAQ: ARTC) for $1.7 billion in cash. Smith & Nephew will pay $48.25 per share in cash to acquire ArthroCare, representing a 6.3% premium to ArthroCare's closing price on January 31.
Best Information Technology Stocks To Own Right Now: Brown & Brown Inc. (BRO)
Brown & Brown, Inc., a diversified insurance agency, engages in the marketing and sale of insurance products and services in the United States. Its Retail division provides insurance products and services to commercial, public and quasi-public entity, professional, and individual customers. This division offers property insurance relating to physical damage to property, and resultant interruption of business or extra expense caused by fire, windstorm, or other perils; casualty insurance relating to legal liabilities, workers� compensation, and commercial and private passenger automobile coverage; fidelity and surety bonds; group and individual life, accident, disability, health, hospitalization, medical, and dental insurance, as well as provides risk management and loss control surveys and analysis, and consultation services. The company�s National Programs division offers professional liability and related package insurance products for dentists, lawyers, accountants, o ptometrists, opticians, insurance agents, financial service representatives, benefit administrators, real estate brokers, real estate title agents, and escrow agents. This division also markets its products and services to specific industries, trade groups, public and quasi-public entities, and market niches through independent agents. The company�s Wholesale Brokerage division markets and sells excess and surplus commercial insurance products and services to retail insurance agencies; and reinsurance products and services to insurance companies. Its Services division offers insurance-related services, including third-party claims administration and comprehensive medical utilization management services for the workers� compensation and various liability arenas; medicare set-aside services; and social security disability and medicare benefits advocacy services. Brown & Brown, Inc. was founded in 1939 and is headquartered in Daytona Beach, Florida.
Advisors' Opinion:- [By WWW.GURUFOCUS.COM]
We also added a new position in insurance broker Brown & Brown (BRO) when the stock fell below $29 in February. The company's business model generates high operating margins and strong free cash flow. We expect management to remain disciplined acquirers of culturally compatible companies. In the meantime, Brown & Brown would benefit from an increase in insurable exposure units in the middle-market economy. Said more simply, as "Main Street" recovers, Brown & Brown should do well.From Wallace Weitz (Trades, Portfolio)'s first quarter 2014 report.Also check out: Wallace Weitz Undervalued Stocks Wallace Weitz Top Growth Companies Wallace Weitz High Yield stocks, and Stocks that Wallace Weitz keeps buying Currently 0.00/512345
Rating: 0.0/5 (0 votes)
- [By Sue Chang]
Brown & Brown (BRO) �is forecast to report earnings of 40 cents a share in the third quarter. In the second quarter, the insurer and the brokerage reported its profit jumped to 36 cents a share from 29 cents a year earlier.
- [By Monica Gerson]
Brown & Brown (NYSE: BRO) is projected to post its Q3 earnings at $0.40 per share on revenue of $348.85 million.
Wintrust Financial (NASDAQ: WTFC) is expected to post its Q3 earnings at $0.64 per share on revenue of $195.50 million.
- [By Eric Volkman]
Brown & Brown's� (NYSE: BRO ) �Q1 results have been released. For the quarter, net profit notched a new quarterly record at just over $60 million ($0.41 per diluted share), up 22% from the $49 million ($0.34) in the same period the previous year. Total revenue also improved over that time frame, coming in at $335 million against Q1 2012's figure of $302 million.
Best Information Technology Stocks To Own Right Now: Fidia SpA (FDA)
Fidia SpA is an Italy-based company primarily engaged in the production of numerical controls and machine tools. The Company�� activities are divided into three main business lines. In the High-speed Milling Systems, it is involved in the production and sale of milling heads kits and cutting-edge equipment. Through the Numerical Controls, Dives and Software sector, it is active in the manufacture of numerical controls for milling systems, as well as in the development and distribution of computer-aided design (CAD) and computer-aided manufacturing (CAM) software. The After-sales Service sector includes the provision of technical services, sale of spare parts and scheduled maintenance contracts. The Company operates in Germany, France, Brazil, China, Poland and India, among others. Advisors' Opinion:- [By Steven Silver]
Its Apremilast is currently under Food and Drug Administration (FDA) review for the anti-inflammatory condition, psoriatic arthritis, and has also shown promise in such indications as psoriasis and ankylosing spondylitis.
- [By Rahul Chattaraj]
Every year more and more people are becoming health conscious and healthcare is one such industry which I feel can never be in slump. It�� is just brilliant of Apple to embed a hardware in a smartphone which will be able to cash on this opportunity. The iPhone 5S already has the hardware components to support the Healthbook app and once the iOS 8 is released for the next iPhone model and upgrades are available for the iPhone 5S, Apple will be poised to see huge surge in the demand for its devices. Certain incidents such as the top Apple executives meeting the US Food and Drug Administration (FDA), and former Mashimo Corp. Chief Medical Officer Michael O'Reilly joining Apple are clearly hinting that the company�� mobile health dreams will very soon turn into reality.
- [By Patricio Kehoe]
Despite recent anti-tobacco laws passed by the European Union and the Food and Drug Administration (FDA) in the U.S, the company�� pricing power has helped maintain its margins. In 2012, for example, Phillip Morris hiked prices on its products in Russia, Germany, Belgium, Canada, France, Greece and Spain, among others. Although the necessary measure caused substantial volume declines in these countries, consumers rapidly became accustomed to the increased prices, and returned to their habitual product consumption. Given the success of this strategy, the firm is likely to rely on it in Japan for 2014, where taxes are expected to increase yet again by 8%, after the 40% spike in October 2010.
Best Information Technology Stocks To Own Right Now: Brandywine Realty Trust (BDN)
Brandywine Realty Trust is a publically owned real estate investment trust. The firm invests in real estate markets of the United States. It makes investments in office, mixed-use, and industrial properties. Brandywine Realty Trust was founded in 1985 and is based in Radnor, Pennsylvania with additional offices in Mount Laurel, New Jersey; Richmond, Virginia; Dallas, Texas; Falls Church, Virginia; Oakland, California; Austin, Texas, and Carlsbad, California.
Advisors' Opinion:- [By Jonas Elmerraji]
You don't have to be an expert technical trader to figure out what's going on in shares of Brandywine Realty Trust (BDN) -- this chart pattern is about as simple as it gets. Brandywine has been bouncing higher in a well-defined uptrending channel since last summer, giving traders a high-probability range to buy the dips.
More specifically, the ideal buying opportunity has come up for BDN bulls every time this stock has bounced off of trendline support along the bottom of the channel. Waiting for a meaningful bounce off of support is crucial for two big reasons: It's the spot where shares have the furthest to move up before they hit resistance, and it's also the spot where the risk is the least (because shares have the least room to move lower before you know you're wrong).
Remember, all trend lines do eventually break, but by actually waiting for the bounce to happen first, you're ensuring BDN can actually still catch a bid along that line before you put your money on shares. At current levels, BDN pays out a whopping 4% dividend yield.
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