Tag Archives: Consumer Durables

Hot Logistics Stocks To Watch Right Now

Remember when companies used to split their stock to keep individual shares affordable? No longer. Credit Suisse strategistsAna Avramovic andVictor Lin note that Church & Dwight (CHD) upcoming stock split will be just the fourth by an S&P 500 stock this year:

路 Stock splits have nearly dried up, at least among large-cap companies.

路 The split of CHD on Friday will be only the 4th of the year, which is the lowest in at least 20 years, excepting the nadir of the crisis in 2009.

路 The consequence of a lack of stock splits is that share prices have risen to all-time highs. The average price of an S&P stock is now about $87. And rising share prices generally mean wider spreads in cents, less posted liquidity, lower volume, and higher odd lot rates.

路 Generally, we recommend that traders should be more aggressive with higher-priced stocks since the midpoint will likely be more volatile and being passive will incur additional risk.

Shares of Church & Dwight have risen 0.8% to $99.85 at 3 p.m. today, while the S&P 500 has gained 0.6% to 2,181.33.

Hot Logistics Stocks To Watch Right Now: Sonoco Products Company(SON)

Sonoco Products Company (Sonoco), incorporated on May 10, 1899, is a manufacturer of industrial and consumer packaging products and a provider of packaging services. The Company operates in four segments: Consumer Packaging, Paper and Industrial Converted Products, Display and Packaging, and Protective Solutions. The Company has approximately 330 locations in over 30 countries.

Consumer Packaging

The Company’s Consumer Packaging segment’s operations consist of approximately 90 plants across the world. The segment’s products and services include round composite cans; shaped rigid paperboard containers; fiber caulk/adhesive tubes; aluminum, steel and peelable membrane easy-open closures for composite and metal cans; plastic bottles, jars, jugs, cups and trays, and printed flexible packaging, rotogravure cylinder engraving and global brand management. Its products are catered to various markets, such as snacks, nuts, cookies, crackers, hard-baked goo ds, desserts, candy, gum, frozen concentrate, powdered and liquid beverages, non-carbonated beverages, ready-to-drink products, powdered infant formula, coffee, refrigerated dough, frozen entrees, processed food, vegetables, fruit, seafood, poultry, soup, pasta, dairy, sauces, dips, fresh-cut produce, pet food, home and personal care, and adhesives.

Display and Packaging

The Company’s Display and Packaging segment’s products and services include point-of-purchase displays; custom packaging; retail packaging, including printed backer cards, thermoformed blisters and heat sealing equipment; fulfillment; primary package filling; supply chain management, and paperboard specialties. The operations in this segment consists of approximately 30 plants around the world including the United States, Poland, Mexico and Brazil. The segment’s products are used in automotive, beverages, candy, electronics, personal care, baby care, food, cosmetics, fragrances, hos iery, office supplies, toys, home and garden, medical, over-! the-counter drugs, sporting goods, hospitality industry and advertising.

Paper and Industrial Converted Products

The Company’s Paper and Industrial Converted Products segment provides the primary raw material for the Company’s fiber-based packaging. The segment’s products and services include recycled paperboard, chipboard, tubeboard, lightweight corestock, boxboard, linerboard, corrugating medium and specialty grades; paperboard tubes and cores; molded plugs; reels, and collection, processing and recycling of old corrugated containers, paper, plastics, metal, glass and other recyclable materials. The segment’s products are used in converted paperboard products, spiral winders, beverage insulators, construction, film, flowable products, metal, paper mills, shipping and storage, tape and label, textiles, wire and cable, municipal, residential, customers’ manufacturing and distribution facilities.

Protective Solutions

The Pro tective Solutions segment’s products and services include custom-engineered, paperboard-based and expanded foam protective packaging and components, and temperature-assured packaging. The segment’s products are used in consumer electronics, automotive, appliances, medical devices, temperature-sensitive pharmaceuticals and food, heating and air conditioning, office furnishings, fitness equipment, promotional and palletized distribution.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Deutsche Bank’s Debbie Jones and team contend that Sonoco’s (SON) sale of its plastic-container business to Australia’s Amcor is a sign that M&A is in the offing. They explain why:

    Sonoco announced (9/1) that it is selling its Rigid Plastics Blow Molding operations to Amcor (AMC.AU) for $280M. The transaction price represents a multiple of ~8.0x LTM EBITDA. The business had annual sales of ~$210M and consisted of six production sites in the US and one in Canada. Blow molding operations represented ~10% of Sonocos Consumer Packaging segment sales and EBITDA. The transaction is expected to close in Q4. We expect the proceeds to be used to for M&A focused in flexible packaging, thermoforming and temperature-assured packaging.

    We dont believe Sonoco considered its blow molding operations essential to its growth strategy. This standalone business is also more capital intensive compared to some of its other plastic packaging businesses and SON held a small position in the overall market. Ultimately, the company decided it wants to focus its capital in higher growth platforms. We do not expect the divestment to reduce resin buying scale for Sonoco’s remaining assets given different resin buying. Note that with the divestiture of blow molding and the Canton closures plant (divested in Feb. 2015), this makes the ~$100M reels business the last standalone business in the portfolio, but we do not expect this to be divested in the near-term unless cash is needed for much larger M&A.

    Shares of Sonoco have gained 1.3% to $52.49 at 2:12 p.m. today.

     

Hot Logistics Stocks To Watch Right Now: Cummins Inc.(CMI)

Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric power generation systems, and engine-related component products worldwide. It operates in four segments: Engine, Power Generation, Components, and Distribution. The Engine segment offers a range of diesel and natural gas powered engines under the Cummins and other customer brand names for the heavy-and medium-duty truck, bus, recreational vehicle, light-duty automotive, agricultural, construction, mining, marine, oil and gas, rail, and governmental equipment markets. This segment also provides new parts and service, as well as remanufactured parts and engines. The Power Generation segment offers power generation systems, components, and services, including diesel, natural gas, gasoline, and alternative-fuel electrical generator sets for use in recreational vehicles, commercial vehicles, recreational marine applications, and home stand-by or residential applications. This segment also provides components that make up power generation systems, such as engines, controls, alternators, transfer switches, and switchgears. The Components segment supplies filtration products, turbochargers, aftertreatment systems, intake and exhaust systems, and fuel systems for commercial diesel applications. This segment offers filtration and exhaust systems for on-and off-highway heavy-duty and mid-range equipment, as well as supplies filtration products for industrial and passenger car applications. This segment also develops after treatment and exhaust systems to help customers meet emissions standards and fuel systems. The Distribution segment provides parts and services, as well as service solutions, including maintenance contracts, engineering services, and integrated products. The company sells its products to original equipment manufacturers, distributors, and other customers. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.

Advisors’ Opinion:

  • [By Michael Flannelly]

    Early on Wednesday, analysts at both UBS and BMO Capital raised their price targets and earnings estimates on diesel engines manufacturer Cummins Inc. (CMI).

    The analysts at UBS raised the numbers on CMI to reflect better growth from market positions and new products. As such, they now see shares of CMI reaching $146, which suggests a 10.6% upside to the stock’s Tuesday closing price of $131.96.

    At BMO Capital, the analysts raised CMI’s earnings estimates through 2015 as distribution acquisitions should add to earnings. Furthermore, the analysts rate CMI as “Outperform” and see shares reaching $146 as well.

    Cummins shares were down 20 cents, or 0.15%, during pre-market trading on Wednesday. The stock is up 21.79% year-to-date.

  • [By Michael Flannelly]

    Diesel Engines maker Cummins Inc. (CMI) had its price target and earnings estimates raised by analysts at Jefferies on Thursday, following a positive analyst day.

    The analysts rate CMI as “Hold” and now see shares reaching $130, which suggests a slight downside to the stock’s Wednesday closing price of $133.72.

    Cummins shares were up 46 cents, or 0.34%, during morning trading on Thursday. The stock is up 23.51% year-to-date.

10 Best US Stocks To Watch Right Now: Gladstone Land Corporation(LAND)

 

Gladstone Land Corporation, an externally-managed agricultural real estate investment trust, owns and leases farmland for independent and corporate farming operations in the United States. It owns 46 farms covering an area of 23,000 acres in 7 states across the United States. The company also leases a parcel on its property to an oil company. Gladstone Land Corporation was founded in 1997 and is based in McLean, Virginia.

Advisors’ Opinion:

  • [By Cameron Swinehart]

    Gladstone Land Corp (LAND) –

    A U.S. based farmland investment company that currently offers a plus 9% annual distribution. It owns and leases farmland in Florida, California, Michigan and Oregon with appraised land value of $79 million. The distribution is paid monthly which should attract income investors.

5 Best Small Cap Stocks To Own For 2016

That’s how Citigroup’s Paul Lejuez and team described Tiffany’s (TIF) fourth-quarter earnings and 2016 guidance in a note this morning:

Reuters

Adj EPS of $1.46 vs cons and our $1.40. Comps -5% worldwide (constant Fx, in line with Holiday results), with the Americas -8% (in line with Holiday), Europe -3% (Holiday -2%), Japan +10% (in line with Holiday), and Asia-Pac -8% (Holiday -9%). Adj op margin +85bps (cons flat) to 24.6%, with GM +220bps (vs cons +60bps) due to favorable product input costs and price increases. and 135bps of SG&A deleverage (ex items; cons 60 bps of deleverage), with dollars -2% (benefiting from Fx and lower marketing and variable labor costs).

F16 EPS flat to -MSDs (implying ~$3.64-$3.83) vs guidance of “minimal sales and earnings growth” provided with Holiday sales, cons $3.86 and our $3.76E, based on flat sales (+LSDs in cc), and lower op margin (with stronger GM offset by SG&A deleverage). Guidance is based on weak sales trends to-date in most regions, followed by an expected improvement in 2H. 1Q EPS guidance -15-20%, implying $0.65-$0.69 (vs cons $0.76 and our $0.69E). 2Q EPS guidance -5-10%, implying $0.78-$0.82 (vs cons $0.81 and our $0.75). 2H expected to return to EPS growth. F16 FCF guidance of at least $400M…

5 Best Small Cap Stocks To Own For 2016: 3M Company(MMM)

3M Company, together with subsidiaries, operates as a diversified technology company worldwide. The company?s Industrial and Transportation segment offers tapes, coated and non-woven abrasives, adhesives, specialty materials, filtration products, energy control products, closure systems for personal hygiene products, acoustic systems products, and components and products that are used in the manufacture, repair, and maintenance of automotive, marine, aircraft, and specialty vehicles. Its Health Care segment provides medical and surgical supplies, skin health and infection prevention products, inhalation and transdermal drug delivery systems, dental and orthodontic products, health information systems, and food safety products. The company?s Display and Graphics offers optical film solutions for LCD electronic displays; computer screen filters; reflective sheeting for transportation safety; commercial graphics sheeting and systems; and mobile interactive solutions, includin g mobile display technology, visual systems products, and computer privacy filters. The company?s Consumer and Office segment provides office supply products, stationery products, construction and home improvement products, home care products, protective material products, certain consumer retail personal safety products, and consumer health care products. Its Safety, Security and Protection Services segment offers personal protection products, safety and security products, cleaning and protection products for commercial establishments, track and trace solutions, and roofing granules for asphalt shingles. The company?s Electro and Communications segment provides packaging and interconnection devices; fluids that are used in the manufacture of computer chips, and for cooling electronics and lubricating computer hard disk drives; high-temperature and display tapes; insulating materials, including tapes and resins; and related items. The company was founded in 1902 and is base d in St. Paul, Minnesota.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Industrial companies like Dover (DOV), Emerson Electric (EMR), Eaton (ETN), 3M (MMM) and Rockwell Automation (ROK) are calling for earnings growth to get better during the second half of the year. Bernstein’s Steven Winoker and team aren’t feeling as confident:

  • [By Ben Levisohn]

    Oppenheimer’s Ari Wald compare the current market to 1983, and recommend owning top-performing economically sensitive stocks like 3M (MMM), Microsoft (MSFT), and Honeywell International (HON) before the S&P 500 breaks out:

  • [By Ben Levisohn]

    While the direct revenue exposure to the UK is relatively small across our coverage (aside fromTyco and Idex), the potential impact from Brexit is much more widespread across the continent and the world. The impact should be most negative for our companies with larger industrial exposure to Europe, just as we have begun to hear incrementally positive commentary regarding Europe.Idex andTyco have some of the highest direct exposures to UK and Europe but Tyco’s business should be relatively more stable and in any case theJohnson Controls (JCI) synergies loom large. Eaton (ETN) and Emerson Electric, though with slightly smaller exposure, are more involved with industrial spending.Danaher andHoneywell have high revenue exposure, but we believe that their more benign end market exposure should mitigate some of the negative consequences they face. We rate Allegion (ALLE), Danaher, Dover (DOV), Fortive (FTV), Honeywell, Ingersoll-Rand (IR), Pentair (PNR) andTy co Outperform; Emerson Electric, Eaton, General Electric (GE),Idex and 3M (MMM) Market-Perform; Rockwell Automation (ROK) Underperform.

  • [By Dividends4Life]

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5 Best Small Cap Stocks To Own For 2016: Wynn Resorts, Limited(WYNN)

 

Wynn Resorts, Limited, together with its subsidiaries, develops, owns, and operates destination casino resorts. It operates in two segments, Macau Operations and Las Vegas Operations. The company operates Wynn Macau and Encore at Wynn Macau resort located in the Peoples Republic of China. As of February 13, 2015, its Macau resorts feature had approximately 284,000 square feet of casino space, which offered 24-hour gaming and a range of games with 498 table games and 625 slot machines, private gaming salons, sky casinos, and a poker; 2 luxury hotel towers with a total of 1,008 guest rooms and suites; casual and fine dining in 8 restaurants; approximately 57,000 square feet of retail shopping, including stores and boutiques; approximately 31,000 square feet of space for lounges and meeting facilities; recreation and leisure facilities, including two health clubs, spas, a salon, and a pool; and the Rotunda show. The company als o owned and operated Wynn Las Vegas and Encore at Wynn Las Vegas resort with a total of 4,748 hotel rooms, suites, and villas; 232 table games; 1,849 slot machines; a race and sports book and poker room in approximately 186,000 square feet of casino gaming space, including a sky casino and private gaming salons; 34 food and beverage outlets; 2 spas and salons; lounges; and approximately 99,000 square feet of retail shopping space. Its Las Vegas resorts also offer 3 nightclubs and a beach club; a Ferrari and Maserati automobile dealership; wedding chapels; an 18-hole golf course; approximately 290,000 square feet of meeting and convention space; a theater; and two showrooms, as well as a water-based theatrical production and entertainment production. Wynn Resorts, Limited was founded in 2002 and is based in Las Vegas, Nevada.

Advisors’ Opinion:

  • [By Ben Levisohn]

    He also likes Wynn Resorts (WYNN), despite its 34% gain.Santarelli writes:

    As for WYNN, we believe near-term estimates continue to take a back seat to capital returns and the discounting of Cotai, though we do find near term numbers to be beatable in Macau given QTD trends, most notably on the VIP side. Net-net, we find WYNN to be the most compelling longer-term story in our coverage universe and given the scope of the Cotai development and its impact on valuation, we anticipate value attribution for the project will come well in advance of the historical rule of thumb for new openings in the space, which has generally been about one year.

  • [By Javier Hasse]

    The top gainers in the index were:

    Wynn Resorts, Limited (NASDAQ: WYNN), up 15.83 percent Freeport-McMoRan Inc (NYSE: FCX), up 13.09 percent

    The top losers in the index were:

Best Gold Stocks For 2016: Francesca's Holdings Corporation(FRAN)

 

Francesca’s Holdings Corporation, through its subsidiaries, operates a chain of retail boutiques. It offers fashion apparel, jewelry, accessories, and gifts primarily for women between the ages of 18 and 35. The companys apparel products comprise dresses, fashion tops, sweaters, cardigans and wraps, bottoms, outerwear and jackets, tees and tanks, and intimates; and jewelry includes necklaces, earrings, bracelets, and rings. Its accessories consist of handbags, clutches, wallets, shoes, belts, hats, scarves, sunglasses, watches, and hair accessories; and gifts include fragrances, candles, bath and body, home accessories, books, wall art, nail polish, and miscellaneous items. As of March 23, 2016, the company operated 626 boutiques in 48 states and the District of Columbia. The company also sells its products through its Website at francescas.com. Francesca’s Holdings Corporation was founded in 1999 and is headquartered in Hou ston, Texas.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Francesca’s Holdings (FRAN) has jumped 5.4% to $11.00 after beating earnings forecasts.

    Restoration Hardware (RH) has tumbled 20% to $28.92 after slashing its full-year guidance. Restoration Hardware was also cut to Market Perform from Outperform at Telsey Advisory Group.

5 Best Small Cap Stocks To Own For 2016: Daktronics, Inc.(DAKT)

 

Daktronics, Inc., together with its subsidiaries, designs, manufactures, and sells various electronic display systems and related products worldwide. It operates through five segments: Commercial, Live Events, High School Park and Recreation, Transportation, and International. The company offers video display systems, such as displays to show various levels of video, graphics, and animation, as well as controllers; LED ribbon board displays; mobile and modular display systems; freeform LED displays, which include architectural lighting and display products; indoor and outdoor scoreboards for various sports, digit displays, scoring and timing controllers, statistics software, and other related products; and timing systems for sports events, primarily aquatics and track competitions, as well as swimming touchpads, race start systems, and relay take-off platforms. It also provides message displays; ITS dynamic message signs, incl uding LED displays for road management, mass transit, and aviation applications; and digit and directional displays for use in parking facilities; audio systems for outdoor sports venues. In addition, the company offers static and digital billboards used to display static images which change at regular intervals for the out-of-home (OOH) advertising industry; Visiconn system, a software application for controlling content and playback loops for digital billboard applications; and street furniture comprising advertising light boxes for static, scrolling, and digital OOH campaigns. Further, it provides digit and price displays, such as outdoor time and temperature displays, as well as Fuelight digit displays for the petroleum industry; and maintenance and professional services related to its products. The company sells its products through direct sales and resellers. Daktronics, Inc. was founded in 1968 and is based in Brookings, South Dakota.

Advisors’ Opinion:

  • [By Monica Gerson]

    Daktronics, Inc. (NASDAQ: DAKT) is estimated to report its quarterly earnings at $0.08 per share on revenue of $156.17 million. Daktronics shares slipped 0.13 percent to close at $7.97 on Tuesday.

  • [By Monica Gerson]

    Daktronics, Inc. (NASDAQ: DAKT) is projected to report its quarterly earnings at $0.08 per share on revenue of $156.17 million.

    Guidewire Software Inc (NYSE: GWRE) is estimated to post its quarterly earnings at $0.06 per share on revenue of $92.43 million.

5 Best Small Cap Stocks To Own For 2016: RXI Pharmaceuticals Corporation(RXII)

 

RXi Pharmaceuticals Corporation, a biotechnology company, focuses on discovering and developing therapies primarily in the areas of dermatology and ophthalmology. The company develops therapies based on siRNA technology and immunotherapy agents. Its clinical development programs include RXI-109, a self-delivering RNAi compound, which is in Phase IIa clinical trial that is used to prevent or reduce dermal scarring following surgery or trauma, as well as for the management of hypertrophic scars and keloids; and Samcyprone, an immunomodulation agent, which is in Phase IIa clinical trial for the treatment of various disorders, such as alopecia areata, warts, and cutaneous metastases of melanoma. The companys preclinical program includes the development of products for ocular indications with RXI-109, including retinal and corneal scarring. Its discovery stage development programs include a dermatology franchise for the discovery of collagenase and tyrosinase targets for its RNAi platform; and ophthalmology franchise, a program for the discovery of sd-rxRNA compounds for oncology indications, including retinoblastoma. The company was incorporated in 2011 and is headquartered in Marlborough, Massachusetts.

Advisors’ Opinion:

  • [By Monica Gerson]

    RXi Pharmaceuticals Corp (NASDAQ: RXII) is expected to post a quarterly loss at $0.05 per share.

    InterOil Corporation (USA) (NYSE: IOC) is estimated to report a quarterly loss at $0.25 per share on revenue of $1.10 million.

Hot Information Technology Companies To Watch In Right Now

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Fitch Ratings has been reviewing its stance on South America.

Between last Thursday and this Monday, the firm decided to downgrade its rating on Brazil’s:

Long-Term Foreign- and Local-Currency Issuer Default Ratings (IDRs), from 'BB+' to 'BB,' keeping a Negative Outlook. Senior unsecured Foreign- and Local-Currency bonds, from 'BB+' to 'BB.' Country Ceiling, from 'BBB-' to 'BB+' Senior secured pass-through notes issued by Brazil Loan Trust I, from 'BB+sf' to 'BBsf,' issuing a Negative outlook. This applies to $661.9 million notes.

In addition, analysts at Fitch downgraded six Brazilian subnationals this week. The Sao Paulo, Santa Catarina and Parana's States Issuer Default Ratings (IDRs) were cut from 'BB+' to 'BB.' For their part, the cities of Sao Paulo and Rio de Janeiro received the same demotion. Finally, for the state of Rio de Janeiro’s IDRs were downgraded from from 'BB’ to 'B+.' The rating outlooks remain generally Negative.

Hot Information Technology Companies To Watch In Right Now: QC Holdings Inc.(QCCO)

QC Holdings, Inc. provides various retail consumer financial products and services in the United States. The company offers payday loans that provide cash to the customers in exchange for a promissory note with a maturity of two to three weeks. It also provides financial products and services, such as installment loans, credit services, check cashing services, title loans, money transfers, and money orders. In addition, QC Holdings operates as a credit services organization that arranges a third-party lender to make a loan to the consumer and for providing related services to the consumer, including a guarantee of the consumer?s obligation to the third-party lender. Further, the company sells used vehicles and earns finance charges from the related vehicle financing contracts; and provides reconditioning services on its inventory of vehicles, and repair services for its customers. As of As of December 31, 2010, the company operated 523 short-term lending branches in 24 sta tes; and 5 buy here, pay here lots located in Missouri and Kansas. QC Holdings, Inc. was founded in 1984 and is headquartered in Overland Park, Kansas.

Advisors’ Opinion:

  • [By Monica Gerson]

    QC Holdings (NASDAQ: QCCO) shares tumbled 2.58% to reach a new 52-week low of $2.27. QC Holdings’ trailing-twelve-month profit margin is 0.60%.

    NewLead Holdings (NASDAQ: NEWL) shares dipped 6.56% to touch a new 52-week low of $0.08 after the company completed the acquisition of titles in the Viking Mine located in Kentucky, USA.

Hot Information Technology Companies To Watch In Right Now: ePlus Inc.(PLUS)

ePlus inc., through its subsidiaries, engages in selling, leasing, financing, and managing information technology (IT) and other assets in the United States. Its Technology Sales segment involves in the direct marketing of IT equipment and third-party software solutions of Cisco Systems, HP, VMWare, NetApp, IBM, and Microsoft; and the provision of proprietary software for enterprise supply management, including order-entry and order-management, procurement, spend management, asset management, document management, distribution, and electronic catalog content management software and services. This segment also provides professional technology services in the areas of data center, storage, security, cloud enablement, and IT infrastructure that cover Internet telephony and communications, collaboration, cloud computing, virtual desktop infrastructure, network design and implementation, storage, security, virtualization, business continuity, visual communications, audio/visual technologies, maintenance, and implementation services. The company?s Financing segment offers a range of leasing and financing options for IT and capital assets, such as computers, associated accessories and software, communication-related equipment, medical equipment, industrial machinery and equipment, office furniture and general office equipment, transportation equipment, and other general business equipment. It also leases and finances equipment, as well as supplies software and services directly and through relationships with vendors and equipment manufacturers. ePlus sells its products primarily through direct sales force, inside sales representatives, and business development associates to commercial customers; federal, state, and local governments; K-12 schools; and higher education institutions. The company was formerly known as MLC Holdings, Inc. and changed its name to ePlus inc. in 1999. ePlus was founded in 1990 and is headquartered in Herndon, Virginia.

Advisors’ Opinion:

  • [By Monica Gerson]

    ePlus Inc. (NASDAQ: PLUS) is estimated to post its quarterly earnings at $1.21 per share on revenue of $284.62 million.

    Tilly’s Inc (NYSE: TLYS) is expected to post a quarterly loss at $0.07 per share on revenue of $119.93 million.

Top Construction Material Companies To Own For 2016: SodaStream International Ltd.(SODA)

 

SodaStream International Ltd. develops, manufactures, and markets home beverage carbonation systems and related products. The company operates through four segments: The Americas; Western Europe; Asia-Pacific; and Central and Eastern Europe, Middle East, and Africa. It offers sparkling water makers and exchangeable carbon-dioxide cylinders, which enable consumers to easily transform ordinary tap water into carbonated soft drinks and sparkling water; and consumables, such as carbon-dioxide refills, reusable carbonation bottles, and flavors to add to the carbonated water. The company also sells accessories, including bottle cleaning materials and ice cube trays; and Brita water filtration systems in Israel. It markets its products under the SodaStream and Soda-Club brand names. The company sells its products through individual retail stores and local distributors, as well as directly to customers. The company was formerly known as Soda-Club Holdings Ltd. and changed its name to SodaStream International Ltd. in March 2010. SodaStream International Ltd. was founded in 1903 and is headquartered in Airport City, Israel.

Advisors’ Opinion:

  • [By Monica Gerson]

    Sodastream International Ltd (NASDAQ: SODA) is projected to report its quarterly earnings at $0.11 per share on revenue of $89.00 million.

    Snyder’s-Lance Inc (NASDAQ: LNCE) is estimated to report its quarterly earnings at $0.23 per share on revenue of $470.33 million.

  • [By David Sterman]

    Dubious Plans For Growth 
    During a meeting with analysts Sept. 10, management ran through a series of new niches the company may pursue. One such rumored move: Products that mimic SodaStream's (Nasdaq: SODA) carbonated beverage dispensers. 

Hot Information Technology Companies To Watch In Right Now: Silver Wheaton Corp(SLW)

Silver Wheaton Corp., together with its subsidiaries, operates as a silver streaming company worldwide. The company has 14 long-term silver purchase agreements and 2 long-term precious metal purchase agreements whereby it acquires silver and gold production from the counterparties located in Mexico, the United States, Canada, Greece, Sweden, Peru, Chile, Argentina, and Portugal. Silver Wheaton Corp. is headquartered in Vancouver, Canada.

Advisors’ Opinion:

  • [By Monica Gerson]

    Silver Wheaton Corp. (USA) (NYSE: SLW) is estimated to post its quarterly earnings at $0.13 per share on revenue of $178.33 million.

    eLong, Inc. (ADR) (NASDAQ: LONG) is projected to post a quarterly loss at $0.60 per share on revenue of $38.31 million.

Hot Information Technology Companies To Watch In Right Now: Humana Inc.(HUM)

Humana Inc. offers various health and supplemental benefit plans in the United States. Its Government segment consists of beneficiaries of government benefit programs; and operates in three lines of businesses, including Medicare, Military, and Medicaid. The Medicare program provides hospital and medical insurance benefits to persons of age 65 and over and some disabled persons under the age of 65. The Military program offers health insurance coverage to the dependents of duty military personnel, and to retired military personnel and their dependents. The Medicaid program is a federal program that is state-operated to facilitate the delivery of health care services primarily to low-income residents. The Commercial segment consists of members enrolled in its medical and specialty products marketed to employer groups and individuals. This segment provides health maintenance organization products that offer prepaid health insurance coverage to its members through a network of independent primary care physicians, specialty physicians, and other health care providers; preferred provider organization products, which are offered primarily to employer groups and individuals; and administrative services only products that are provided to employers who self-insure their employee health plans. It also offers various specialty products, including dental, vision, and other supplemental products, as well as disease management services. As of December 31, 2010, Humana Inc. had approximately 10.2 million members enrolled in medical benefit plans; and approximately 7.1 million members enrolled in specialty products programs. The company markets its products through various channels comprising television, radio, the Internet, telemarketing, and direct mailings. In addition, it has strategic alliances with Wal-Mart Stores, Inc.; State Farm; and United Services Automobile Association to market its products. The company was founded in 1961 and is headquartered in Louisville, Kentucky.

Advisors’ Opinion:

  • [By Ben Levisohn]

    The Wall Street Journal reported that government regulators are pushing back against Anthem’s (ANTM) purchase of Cigna (CI). California, however, seems to have few issues with the proposed combination of Aetna (AET) andHumana (HUM). Leerink’s Ana Gupte explains:

Top Computer Hardware Companies To Watch For 2016

Erin Andrews sues hotel over stalker videos “On the one hand she’s living the dream, her dream. On the other hand she’s living with a nightmare.”

That’s what Erin Andrews’ attorney told a Nashville jury Friday during closing arguments in her $75 million lawsuit over a nude video that was recorded and posted online without her consent.

Andrews’ attorney, Bruce Broillet, urged the 12 jurors — seven women and five men — to see themselves as potential hotel guests.

“We turn ourselves over to hotels and their protection,” he said. “Hotels need to meet reasonable expectations of security.”

He argued that in Andrews’ case there was negligence and these expectations were not met.

Top Computer Hardware Companies To Watch For 2016: Oaktree Capital Group, LLC(OAK)

 

Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities. The company pursues these strategies through closed-end, open-end, and evergreen funds. Oaktree Capital Group, LLC was founded in 1995 and is headquartered in Los Angeles, California.

Advisors’ Opinion:

  • [By Igor Greenwald, Financial Columnist, The Energy Strategist]

    Oaktree Capital Group (OAK) raises most of the funds it invests in companies, credit, and real estate from institutional investorsincluding public pension fundsand charges them hedge-like fees for the privilege.

Top Computer Hardware Companies To Watch For 2016: Lowe’s Companies Inc.(LOW)

Lowe’s Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States, Canada, and Mexico. The company offers a range of products for maintenance, repair, remodeling, home decorating, and property maintenance. It provides home improvement products in the categories of appliances, lumber, paint, millwork, building materials, lawn and landscape products, flooring, rough plumbing, seasonal living, tools, hardware, fashion plumbing, lighting, nursery, outdoor power equipment, cabinets and countertops, home organization, rough electrical, and home fashion, as well as boards, panel products, irrigation pipes, vinyl sidings, and ladders. The company also offers installation services through independent contractors in various product categories. Lowe’s Companies serves homeowners and renters primarily consisting of do-it-yourself customers and do-it-for-me customers; and commercial business customers, who work in the construction, rep air/remodel, commercial and residential property management, or business maintenance professions. As of August 15, 2011, it operated approximately 1,725 home improvement stores in the United States, Canada, and Mexico. The company also offers its products through electronic product catalogs and Lowes.com. Lowe’s Companies, Inc. was founded in 1952 and is based in Mooresville, North Carolina.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Credit Suisse analysts Seth Sigman and Kieran McGrath argue that both Home Depot (HD) and Lowe’s (LOW) will beat first -quarter earnings forecasts, but Home Depot is a “better way to play” earnings. They explain why:

Top 10 Defense Companies To Buy For 2016: Pacific Gas & Electric Co.(PCG)

 

PG&E Corporation, through its subsidiary, Pacific Gas and Electric Company, transmits, delivers, and sells electricity and natural gas to residential, commercial, industrial, and agricultural customers primarily in northern and central California. The companys electricity distribution network consists of approximately 142,000 circuit miles of distribution lines, 58 transmission switching substations, and 603 distribution substations; and electricity transmission network comprises approximately 18,400 circuit miles of interconnected transmission lines and 91 electric transmission substations. Its natural gas system consists of approximately 42,800 miles of distribution pipelines, approximately 6,700 miles of backbone and local transmission pipelines, and various storage facilities. The company operates various electricity generation facilities, such as nuclear, hydroelectric, fossil fuel-fired, and photovoltaic. PG&E Corporat ion was founded in 1905 and is headquartered in San Francisco, California.

Advisors’ Opinion:

  • [By David Dittman]

    PG&E Corp (NYSE: PCG), Edison International (NYSE: EIX) and Sempra Energy (NYSE: SRE) are the parent entities of California’s investor-owned utilities.

Top Computer Hardware Companies To Watch For 2016: SodaStream International Ltd.(SODA)

 

SodaStream International Ltd. develops, manufactures, and markets home beverage carbonation systems and related products. The company operates through four segments: The Americas; Western Europe; Asia-Pacific; and Central and Eastern Europe, Middle East, and Africa. It offers sparkling water makers and exchangeable carbon-dioxide cylinders, which enable consumers to easily transform ordinary tap water into carbonated soft drinks and sparkling water; and consumables, such as carbon-dioxide refills, reusable carbonation bottles, and flavors to add to the carbonated water. The company also sells accessories, including bottle cleaning materials and ice cube trays; and Brita water filtration systems in Israel. It markets its products under the SodaStream and Soda-Club brand names. The company sells its products through individual retail stores and local distributors, as well as directly to customers. The company was formerly known as Soda-Club Holdings Ltd. and changed its name to SodaStream International Ltd. in March 2010. SodaStream International Ltd. was founded in 1903 and is headquartered in Airport City, Israel.

Advisors’ Opinion:

  • [By P.I.A.]

    There are considerations. The Coca-Cola Company (KO), an outsized peer, has been underperforming, though it maintains one of the highest industry multiples. Its results may not bode well for DPS. It also is not clear how much of an effect Soda Stream International (SODA), which offers homemade carbonated beverages, might have on the future revenues soft drink companies.

  • [By David Sterman]

    Dubious Plans For Growth 
    During a meeting with analysts Sept. 10, management ran through a series of new niches the company may pursue. One such rumored move: Products that mimic SodaStream's (Nasdaq: SODA) carbonated beverage dispensers. 

  • [By Monica Gerson]

    Sodastream International Ltd (NASDAQ: SODA) is projected to report its quarterly earnings at $0.11 per share on revenue of $89.00 million.

    Snyder’s-Lance Inc (NASDAQ: LNCE) is estimated to report its quarterly earnings at $0.23 per share on revenue of $470.33 million.

Top Computer Hardware Companies To Watch For 2016: H&R Block, Inc.(HRB)

 

H&R Block, Inc., through its subsidiaries, provides tax preparation, banking, and other services to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees; and online tax services, such as tax advice, professional and do-it-yourself (DIY) tax return preparation, and electronic filing services through its Website hrblock.com. It also develops and markets DIY desktop income tax preparation software; and develops and provides applications for mobile devices, which offer tax and related services. In addition, the company provides refund anticipation checks, H&R Block Emerald Advance lines of credit and Prepaid MasterCard, and Peace of Mind Extended Service Plan, Tax Identity Shield, and Cash Back refund discount programs. Further, it offers tradition al retail banking services primarily to its assisted and DIY tax clients. The company was founded in 1946 and is headquartered in Kansas City, Missouri.

Advisors’ Opinion:

  • [By Lisa Levin]

    H & R Block Inc (NYSE: HRB) was down, falling around 14 percent to $20.42 as the company reported a disappointing tax season. The company announced plans to lower 13 percent of its workforce. Oppenheimer downgraded H&R Block from Outperform to Perform.