With shares of JPMorgan Chase & Co.�(NYSE:JPM) trading around $55, is JPM 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 MovementJPMorgan Chase is a financial holding company that provides various financial services worldwide. The company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management, and private equity. Financial services companies like JPMorgan Chase are essential for well-functioning economies around the world.
JPMorgan Chase is warning some 465,000 holders of prepaid cash cards issued by the bank that their personal information may have been accessed by hackers who attacked its network in July.�The cards were issued for corporations to pay employees and for government agencies to issue tax refunds, unemployment compensation, and other benefits.�JPMorgan said on Wednesday it detected that its web servers used by its site www.ucard.chase.com had been breached in the middle of September. It then fixed the issue and reported it to law enforcement.
Top 5 Quality Companies To Invest In Right Now: Anheuser-Busch InBev (BUD)
Anheuser-Busch InBev SA/NV, incorporated on August 2, 1977, is a brewing company. The Company produces, markets, distributes and sells a balanced portfolio of approximately 200 beer brands. These include global flagship brands Budweiser, Stella Artois and Beck��; multi-country brands, such as Leffe and Hoegaarden, and many local champions, such as Bud Light, Skol, Brahma, Quilmes, Michelob, Harbin, Sedrin, Klinskoye, Sibirskaya Korona, Chernigivske and Jupiler. The Company also produces and distributes soft drinks, particularly in Latin America. The Company operates in seven segments: North America, Latin America North, Latin America South, Western Europe, Central & Eastern Europe, Asia Pacific and Global Export & Holding Companies. On October 20, 2010, Companhia de Bebidas das Americas-AmBev (AmBev) and Cerveceria Regional S.A. closed a transaction pursuant, to which they combined their businesses in Venezuela, with Regional owning an 85% interest and AmBev owning the remaining 15% in the new company. On February 28, 2011, the Company closed a transaction with Dalian Daxue Group Co., Ltd and Kirin (China) Investment Co., Ltd to acquire a 100% equity interest in Liaoning Dalian Daxue Brewery Co., Ltd. The Company�� beer portfolio is divided into global, multi-country and local brands. Beer can be differentiated into the categories, such as premium brands; mainstream or core brands, and value, discount or sub-premium brands. The Company also has a presence in the soft drink market in Latin America through its subsidiary AmBev and in the United States through Anheuser-Busch Companies, Inc. (Anheuser-Busch). Soft drinks include both carbonated soft and non-carbonated soft drinks. Its soft drinks business includes both its own production and agreements with PepsiCo related to bottling and distribution. The brands that are distributed under these agreements are Pepsi, 7UP and Gatorade. AmBev has long-term agreements with PepsiCo whereby AmBev has the exclusive right to bottle, sell and distribute certain brands of PepsiCo�� portfolio of carbonated soft drinks in Brazil. In the United States, Anheuser-Busch also produces non-alcoholic malt beverage products, including O��oul�� and O��oul�� Amber, energy drinks and related products. In the United States, its indirect subsidiary, Metal Container Corporation, manufactures beverage cans at eight plants and beverage can lids at three plants for sale to its Anheuser-Busch beer operations and United States soft drink customers. Anheuser-Busch also owns a recycling business, which buys and sells used beverage containers and recycles aluminum and plastic containers; a manufacturer of crown liner materials for sale to its North American beer operations, and a glass manufacturing plant which manufactures glass bottles for use by its North American beer operations. Advisors' Opinion:- [By Matt Basil]
Let's start with�Anheuser-Busch InBev (NYSE: BUD ) . According to its accounting, A-B InBev controlled 47.2% of the U.S. market share in December 2013. That is impressive, considering there are over 2,700 breweries in the United States. Bud's strength is derived primarily from two of the most recognizable brands in the country: the classic Budweiser, which, according to Beer Marketer's INSIGHTS, accounted for 8.4% of the U.S. beer market share in 2012, and his cash cow of a brother, Bud Light. In 2012, Bud Light commanded 18.5% of the domestic beer market; more than double that of the nearest competitor, Coors Light. Even college favorite Natural Light made the top five individual brands with 3.7%. In all, it's a market share fitting the King of Beers.
- [By Patricio Kehoe]
As the only brewer in Chile with a nationwide distribution network, United Breweries benefits from significant economies of scale, in addition to its brand power. The company�� product portfolio not only features the Cristal beer brand, but also includes wine, spirits and company-owned non-alcoholic beverages. In addition to this, the firm benefits from licenses to sell PepsiCo Inc. (PEP) and Heineken beverages, while also importing Anheuser Busch Inbev SA (ADR) (BUD)�� Budweiser beer to Chile and Argentina. This strong market position has allowed the firm to generate excess returns on invested capital above 20%, making it an attractive investment.
- [By Rex Moore]
The craft brewing industry saw 15% volume growth in 2012, while the big guys -- led by Anheuser-Busch InBev (NYSE: BUD ) and SABMiller (NASDAQOTH: SBMRY ) , are watching their megabrands lose market share.
- [By Rich Duprey]
The long acquisition is over. Anheuser-Busch InBev (NYSE: BUD ) announced yesterday it had completed its acquisition of Mexican brewer Grupo Modelo in a deal valued at $20.1 billion that creates a combined company with approximately�400 million hectoliters of beer volume annually.
Hot Consumer Stocks To Own For 2014: Blyth Inc. (BTH)
Blyth, Inc. operates as a direct to consumer marketing company in North America, Europe, and Australia. The company operates in three segments: Health & Wellness, Candles & Home D茅cor, and Catalog & Internet. The Health & Wellness segment offers a suite of weight-management products, nutritional supplements, and energy drinks under the ViSalus Sciences, ViSalus, and Body by Vi Challenge brands primarily through its independent promoters. The Candles & Home D茅cor segment sells food and recipe products, candles, reed diffusers, and other home fragrance products and related decorative accessories under the PartyLite, GloLite by PartyLite, and Two Sisters Gourmet by PartyLite names through independent sales consultants. The Catalog & Internet segment develops and markets an array of decorative and functional household products, personalized cards, gifts, food products, and health and wellness products under the Miles Kimball, Walter Drake, As We Change, Easy Comforts, and Ex posures brands through its Websites, catalogs, and direct mail campaigns. Blyth, Inc. was founded in 1976 and is headquartered in Greenwich, Connecticut.
Advisors' Opinion:- [By Robert Hanley]
Consumer-goods marketer Blyth (NYSE: BTH ) , owner of weight-loss upstart ViSalus, has been in the doghouse lately, sitting near a 52-week low due to poor results in its weight-loss unit.� Despite a large potential customer base of overweight people worldwide, the industry has had difficulty generating growth lately, with data provider Marketdata Enterprises estimating that industry sales rose only 1.7% in 2012.� However, Blyth caught a bid in late October from a proposed combination with marketing-services provider CVSL, indicating that some people see incremental value in Blyth's businesses.�So, should small investors bet on this small cap or should they focus their attention on Weight watchers International (NYSE: WTW ) and Medifast (NYSE: MED ) instead?
- [By Ben Levisohn]
Blyth�(BTH) has gained 10% to $14.25 this morning in what could be a short squeeze.
Packaging Corp. of America�(PKG) has jumped 6.3% to $57.99 after it said it would buy Boise (BZ) for $1.28 billion. Boise has gained 26% to $12.55.
- [By Roberto Pedone]
Another non-cyclical consumer goods player that insiders are active in here is Blyth (BTH), which designs and markets home fragrance products and decorative accessories, as well as weight management products, nutritional supplements and energy drinks. Insiders are buying this stock into weakness, since shares are down by 22% so far in 2013.
Blyth has a market cap of $193 million and an enterprise value of $156 million. This stock trades at a reasonable valuation, with a price-to-sales of 0.19 and a price-to-book of 4.21. This is a cash-rich company, since the total cash position on its balance sheet is $172.96 million and its total debt is $127.98 million. This stock currently sports a dividend yield of 1.6%.
A beneficial owner just bought 20,000 shares, or $246,000 worth of stock, at $12.34 per share.
From a technical perspective, BTH is currently trending above its 50-day moving average and below its 200-day moving average, which is neutral trendwise. This stock has recently pulled back after trading just above its 200-day moving average at $14.60 a share to its intraday low of $12.05 a share. That pullback is pushing shares of BTH very close to its 50-day moving average of $11.48 a share. If that level holds off this pullback, then shares of BTH could present a solid buying opportunity.
If you're in the bull camp on BTH, then look for long-biased trades as long as this stock is trending above is 50-day at $11.48 and then once it breaks out above some near-term overhead resistance at $13.09 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 287,505 shares. If we get that move soon, then BTH will set up to re-test or possibly take out its next major overhead resistance levels at $14.60 to $15.69 a share. Any high-volume move above those levels will then put $17 to $20 into range for shares of BTH.
Hot Consumer Stocks To Own For 2014: Carter's Inc.(CRI)
Carter's, Inc., together with its subsidiaries, designs, sources, and markets branded children?s wear. The company provides products under the Carter?s, Child of Mine, Just One You, Precious Firsts, OshKosh, and related brand names. Its Carter?s brand baby products include bodysuits, pants, undershirts, towels, washcloths, receiving blankets, layette gowns, bibs, caps, and booties; playclothes products consist of knit and woven cotton apparel; sleepwear products comprise pajamas and blanket sleepers; and other products consist of bedding, outerwear, swimwear, shoes, socks, diaper bags, gift sets, toys, and hair accessories. The company also provides playclothes products, including denim apparel products, overalls, woven bottoms, knit tops, and playclothes products for sizes newborn to 12 under the OshKosh brand. In addition, it offers baby, sleepwear, outerwear, shoes, hosiery, and accessories under the OshKosh brand. The company sells its products in department stores, national chains, and specialty retailers, as well as through its Carter?s and OshKosh retail stores; and online at carters.com and oshkoshbgosh.com. As of December 31, 2011, it operated 359 Carter?s and 170 OshKosh outlet and brand retail stores in the United States; and 65 retail stores in Canada. The company was founded in 1865 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Carter's (NYSE: CRI ) , whose recent revenue and earnings are plotted below.
Hot Consumer Stocks To Own For 2014: Attitude Drinks Inc (ATTD)
Attitude Drinks Incorporated (Attitude), incorporated on May 10, 1988, is a brand-development company. The Company focuses on the non-alcoholic single serving beverage business, developing and marketing of milk based products in two segments: sports recovery and functional dairy. The Company does not directly manufacture its products but instead outsources the manufacturing process to third party packers.
Attitude has developed its second product, which is branded as Phase III Recovery is a milk-based protein drink which is available in chocolate and vanilla flavors. The Company�� co-packer for its dairy based product is O-AT-KA Milk Products Cooperative, Inc. in Batavia, New York. This product contains 35 grams of protein that are inherent in filtered milk. The product is packaged as a retort-processed shelf stable dairy-based 100% milk-based sports recovery drink in both chocolate and vanilla flavors.
The Company competes with The Coca-Cola Company and Pepsico Inc.
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Attitude Drinks Inc (OTCMKTS: ATTD), Axiologix, Inc (OTCMKTS: AXLX) and Unisource Corporation (OTCMKTS: USRC) have all been getting some attention lately in investment emails or investor alerts thanks in part to paid promotions. And while there is nothing wrong with properly disclosed paid promotions or investor relations activity, such activity can backfire on unwary investors or traders. With that in mind, here is a closer look at all three small cap stocks to help you decide whether they are truly hot or not:
Hot Consumer Stocks To Own For 2014: Newell Rubbermaid Inc.(NWL)
Newell Rubbermaid Inc. designs, manufactures, and markets consumer and commercial products. It operates in three segments: Home & Family, Office Products, and Tools, Hardware & Commercial Products. The Home & Family segment offers indoor/outdoor organization, food storage, and home storage products; infant and juvenile products, such as car seats, strollers, highchairs, and playards; drapery hardware, window treatments, and cabinet hardware; gourmet cookware, bakeware, cutlery, and small kitchen electrics; and hair care accessories and grooming products to mass merchants, specialty stores, and grocery/drug and department stores. The Office Products segment provides writing instruments, including pens, pencils, markers and highlighters, and art products; fine writing instruments and leather goods; office technology solutions, such as label makers and printers, interactive teaching solutions, and on-line postage to mass merchants, warehouse clubs, grocery/drug stores, office superstores, contract stationers, and retailers. The Tools, Hardware & Commercial Products segment offers industrial bandsaw blades and cutting tools for pipes and HVAC systems; hand tools and power tool accessories; manual paint applicators, window hardware, and convenience hardware; cleaning and refuse products, hygiene systems, material handling solutions, medical and computer carts, and wall-mounted workstations to mass merchants, home centers, department stores, hardware and commercial products distributors, industrial/construction outlets, custom shops, select contract customers, and professional customers. It sells its products under Rubbermaid, Graco, Aprica, Levolor, Kirsch, Amerock, Calphalon, Goody, Sharpie, Expo, Dymo, Paper Mate, Parker, Waterman, Lenox, Irwin, Shur-line, and Bulldog brands. The company operates in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. Newell Rubbermaid Inc. was founded in 1903 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By Brian Pacampara]
Alticor
Avon Products (NYSE: AVP )
Newell Rubbermaid (NYSE: NWL )Sources: S&P Capital IQ and Motley Fool CAPS.
- [By Shauna O'Brien]
Newell Rubbermaid Inc. (NWL) announced on Wednesday that it has finalized the sale of its Hardware business.
The sale, which was first reported on August 9, was completed on Wednesday. Nova Capital has acquired NWL’s Hardware business which includes the Amerock, Ashland, Bulldog and Shur-Line brands.
NWL will receive approximately $175 million in after-tax proceeds from the sale.
Newell Rubbermaid shares were mostly flat during pre-market trading Wednesday. The stock has increased 18% YTD.
Hot Consumer Stocks To Own For 2014: Tesco PLC (TSCDY)
Tesco PLC, incorporated on November 27, 1947, is engaged in retailing and associated activities in the United Kingdom, China, the Czech Republic, Hungary, the Republic of Ireland, India, Malaysia, Poland, Slovakia, South Korea, Thailand and Turkey. The Company also provides retail banking and insurance services through its subsidiary, Tesco Bank. The Company�� operations in the United Kingdom is the within the Company, with over 3,000 stores. The Company�� in-store picking model is complemented by a small number of specialized dotcom-only stores, which allow the Company to respond to customer demand. The Company�� Click & Collect service is a part of its multichannel offering and enables customers to pick up their shopping when and where it suits them. It has over 1,500 Click & Collect collection points for general merchandise and over 150 Grocery Drive-thrus in the United Kingdom.
The Company�� operations in India include sourcing and its service centre, as well as a franchise arrangement with Tata Group. The Company�� Hindustan Service Centre (HSC) is the global services arm for Tesco worldwide, providing business services for Tesco operations globally. Tesco HSC is engaged in creating and executing strategic initiatives covering information technology (IT), Financial, Commercial and Property, among others. The Company also provides 80% of the stock sold by Star Bazaar, both food and non-food, sourced through its distribution centre in Mumbai. This distribution centre also provides wholesale products to traditional Indian retailers, kirana stores, restaurants and other businesses, providing small farmers and other suppliers with a way to sell their wares to the local market.
The Company has an online business and 22 of virtual stores in South Korean subways and bus stops, which help time-pressed customers, shop on-the-go using their smartphones. Tesco Lotus is its international business, serving over 11 million customers every week in over 1,400 stores. Tesco Bank! offer a range of simple personal banking products, principally-mortgages, credit cards, personal loans, and savings.
Advisors' Opinion:- [By Nate Weisshaar]
LONDON -- There will be plenty of numbers flying around when�Tesco� (LSE: TSCO ) (NASDAQOTH: TSCDY ) releases its year-end numbers tomorrow. Chris Nials and Motley Fool analyst Nate Weisshaar highlight the bits they'll be watching.
- [By Roland Head]
However, although these retail giants are attractive investments, they aren't without their own challenges, so in this article I am going to compare�Tesco� (LSE: TSCO ) (NASDAQOTH: TSCDY ) �and�Wm. Morrison Supermarkets (LSE: MRW ) � (NASDAQOTH: MRWSY ) �to see which looks the better buy today.
Hot Consumer Stocks To Own For 2014: Wolverine World Wide Inc.(WWW)
Wolverine World Wide, Inc. designs, manufactures, sources, markets, licenses, and distributes branded footwear, apparel, and accessories. It offers industrial work shoes, boots, uniform shoes, outdoor sports footwear, rugged casual footwear, lifestyle footwear, sandals, and closed-toe products. It also provides outdoor apparel, and work and rugged casual apparel; and accessories, such as packs, bags, and luggage, as well as eyewear, gloves, handbags, socks, watches, and plush toys. The company offers its products under various brand names, including Bates, Cat Footwear, Chaco, Cushe, Harley-Davidson Footwear, Hush Puppies, HyTest, Merrell, Patagonia Footwear, Sebago, Soft Style, and Wolverine. It sells its products to a range of retail customers, which comprise department stores, national chains, catalogs, specialty retailers, mass merchants, Internet retailers, governments, and municipalities in the United States, Canada, and Europe. The company also markets its products in approximately 190 countries and territories through company-owned wholesale operations, licensees, and distributors. It also licenses its brands for use on non-footwear products. As of December 31, 2011, the company operated 101 retail stores in the United States, Canada, and the United Kingdom; and operated 42 consumer-direct Websites. Further, it markets pigskin leather, and purchases raw pigskins from other source. Wolverine World Wide, Inc. was founded in 1883 and is based in Rockford, Michigan.
Advisors' Opinion:- [By Ben Levisohn]
Shares of Deckers Outdoor have dropped 13% to $73.90, while Crocs (CROX) has gained 0.8% to $15.24, Steve Madden (SHOO) has dropped 0.1% to $36.52, Wolverine World Wide (WWW) has fallen 1.2% to $126.36 and Skechers (SKX) has fallen 1.6% to $33.82.
- [By Suravi Thacker]
Skechers has also been able to outpace its peers such as Wolverine World Wide (WWW) and Crocs (CROX). Skechers has provided a return of 88.8%, in terms of stock price appreciation, in the last year. On the other hand, Wolverine World Wide�� stock price dropped by 1.1% and Crocs��price declined 15.1%. This highlights Skechers��attractiveness and its outperformance against its peers.
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