Top 10 Life Sciences Companies To Own For 2016

Stifel’s Robert McCarthy and team explain why United Technologies’ (UTX) second-quarter earnings this year were such a refreshing change from the same period a year ago:

Reuters

Solid beat vs. our and street expectations, with revenue coming in slightly ahead but strong beat atClimate, Controls & Security vs. our model, showing a strong rebound in 1Q (admittedly we were street low and buysiders, ahem, pointed that out more than once).Climate, Controls & Security had adjusted margins of 20%+, a strong result. Profits came in better across the board save Pratt and Whitney. Guidance nudge up unsurprising given strong 1Q, but nice within the context of increased global uncertainty post Brexit. Sure beats last year’s 2Q, where a rapid succession of 2 profit warnings in June and July put the stock under pressure. Execution has clearly improved or at least reverted to United Technologies long term mean. Continued concern about China, Europe exposure keeps us at Hold-rated.

Top 10 Life Sciences Companies To Own For 2016: Foot Locker, Inc.(FL)

 

Foot Locker, Inc. operates as an athletic shoes and apparel retailer. The company operates in two segments, Athletic Stores and Direct-to-Customers. The Athletic Stores segment retails athletic footwear, apparel, accessories, and equipment under various formats, including Foot Locker, Lady Foot Locker, Kids Foot Locker, Champs Sports, Footaction, and SIX:02, as well as Runners Point, and Sidestep. As of January 30, 2016, it operated 3,383 primarily mall-based stores in the United States, Canada, Europe, Australia, and New Zealand. The Direct-to-Customers segment sell athletic footwear, apparel, equipment, team licensed products, and private-label merchandise through Internet Websites, mobile sites, and catalogs. This segment operates sites for eastbay.com, final-score.com, eastbayteamsales.com, and sp24.com, as well as footlocker.com, ladyfootlocker.com, six02.com, kidsfootlocker.com, champssports.com, footaction.com, footlock er.ca, footlocker.eu, runnerspoint.com, and sidestep-shoes.com. The company also provides franchise licenses to operate its Foot Locker stores in the Middle East and the Republic of Korea; and Runners Point Germany. It operates 64 franchised stores. The company was founded in 1879 and is headquartered in New York, New York.

Advisors’ Opinion:

  • [By Monica Gerson]

    Foot Locker, Inc. (NYSE: FL) reported in-line quarterly earnings, but the company’s revenue came in slightly short of analysts’ expectations.

    Foot Locker’s quarterly earnings advanced 7.8 percent to $1.39 per share from $1.29 per share in the same quarter preceding year. Street analysts also predicted the company to earn $1.39 a share.

Top 10 Life Sciences Companies To Own For 2016: Aon Corporation(AON)

Aon Corporation provides risk management services, insurance and reinsurance brokerage, and human resource consulting and outsourcing services primarily in the United States, the Americas, the United Kingdom, Europe, the Middle East, Africa, and the Asia Pacific. The company?s Risk Solutions segment offers retail brokerage products and services, including affinity products, general underwriting management services, placement services, and captive management services; and advisory services to technology, financial services, agribusiness, aviation, construction, health care, and energy industries, as well as facilitates various risk management solutions for property liability, general liability, professional liability, directors’ and officers’ liability, workers’ compensation, and various healthcare products. This segment also provides risk consulting services comprising captive management; eSolutions products that enable clients to manage risks, policies, claims, and safet y concerns through an integrated technology platform; reinsurance brokerage services, such as actuarial, enterprise risk management, catastrophe management, and rating agency advisory services; property and casualty reinsurance; and specialty lines, which include professional liability, medical malpractice, accident, life, and health, as well as capital management transaction and advisory services. Its HR Solutions segment offers human capital services in the areas of health and benefits, retirement, compensation, and strategic human capital; and benefits administration and human resource business process outsourcing services. The company was founded in 1919 and is headquartered in Chicago, Illinois.

Advisors’ Opinion:

  • [By Javier Hasse]

    In other news, Aon plc Class A Ordinary Shares (UK) (NYSE: AON) boosted its quarterly dividend from $0.30 per share to $0.33 per share, and McGraw Hill Financial Inc (NYSE: MHFI) said it would sell its unit J.D. Power to investment firm XIO Group for $1.1 billion.

  • [By Reuters]

    Wendy Maeda/The Boston Globe via Getty Images NEW YORK — Walgreen is moving 120,000 employees to a private health insurance exchange from coverage provided directly from carriers, the company will announce Wednesday. The pharmacy chain will join 17 other large employers on the Aon Hewitt Corporate Health Exchange as part of a growing movement to offer employees fixed dollar amounts to purchase their own plans on such exchanges. The end-cost to employees depends on the plan chosen, but they typically get more options than under traditional arrangements. Private exchanges mimic the coverage mandated as part of the Affordable Care Act. Enrollment in the public exchanges starts Oct. 1. “What happens to employer contributions over time? Will they put in as much as they put in the past? These are unanswered questions but potential negatives,” says Paul Fronstin, a senior research associate with the Employee Benefit Research Institute. The benefit to Walgreen and other employers is unknown at this point, as their cost-savings aren’t clear. Of the 180,000 Walgreen (WAG) employees eligible for health care insurance, 120,000 opted for coverage for themselves and 40,000 family members. Another 60,000 employees, many of them working part-time, weren’t eligible for health insurance. Aon Hewitt (AON) says other participants in its program include retailer Sears Holding (SHLD) and Darden Restaurants (DRI). These new additions raise enrollment to 330,000 from 100,000 last year, and Aon Hewitt estimates enrollment will jump to 600,000 next year, a fivefold increase from 2012. By 2017, nearly 20 percent of employees nationwide could get their health insurance through a private exchange, according to Accenture Research (ACN). A recent report by the National Business Group on Health said that 30 percent of large employers are considering moving active employees to exchanges by 2015. Other major providers of private exchanges include Mercer, a division of Marsh & Mc

Hot Dow Dividend Stocks To Buy For 2016: Cheniere Energy, Inc.(LNG)

Cheniere Energy, Inc., incorporated on March 25, 1983, is an energy company primarily engaged in liquefied natural gas (LNG) related businesses. The Company operates through two segments: LNG terminal business and LNG and natural gas marketing business The Company owns and operates the Sabine Pass LNG terminal in Louisiana through its ownership interest in and management agreements with Cheniere Energy Partners, L.P. (Cheniere Partners), which is a publicly traded limited partnership. The Company owns approximately 100% of the general partner interest in Cheniere Partners and over 80% of Cheniere Energy Partners LP Holdings, LLC (Cheniere Holdings), which is a publicly traded limited liability company that owns approximately 56% limited partner interest in Cheniere Partners.

The Sabine Pass LNG terminal has operational regasification facilities owned by Cheniere Partners subsidiary, Sabine Pass LNG, L.P. (SPLNG) that includes existing infrastructure of over five LNG storage tanks with capacity of approximately 16.9 billion cubic feet equivalent (Bcfe), over two docks that can accommodate vessels with nominal capacity of approximately 266,000 cubic meters and vaporizers with regasification capacity of approximately 4.0 billion cubic feet per day (Bcf/d). Cheniere Partners is developing and constructing natural gas liquefaction facilities (Sabine Pass Liquefaction Project) at the Sabine Pass LNG terminal adjacent to the existing regasification facilities through a subsidiary, Sabine Pass Liquefaction, LLC (Sabine Pass Liquefaction). Cheniere Partners also owns a 94-mile pipeline that interconnects the Sabine Pass LNG terminal with a number of interstate pipelines (the Creole Trail Pipeline) through a subsidiary, Cheniere Creole Trail Pipeline, L.P. (CTPL).

The Company is developing and constructing a second natural gas liquefaction and export facility at the Corpus Christi LNG terminal, which is on over 2,000 acres of land that it owns or controls near Corpus Christi, Texas,! and a pipeline facility (the CCL Project) through its subsidiaries Corpus Christi Liquefaction, LLC (CCL) and Cheniere Corpus Christi Pipeline, L.P. (CCP), respectively. The CCL Project also includes a 23-mile, 48-inch natural gas supply pipeline that will interconnect the Corpus Christi LNG terminal with several interstate and intrastate natural gas pipelines (the Corpus Christi Pipeline). The Companys subsidiary, Cheniere Marketing, LLC (Cheniere Marketing), is engaged in the LNG and natural gas marketing business, and is developing a portfolio of long-term, short-term and spot LNG sale and purchase agreements (SPAs).

LNG Terminal Business

The Company is focused on the development of over two LNG terminal projects: the Sabine Pass LNG terminal in western Cameron Parish, Louisiana, less than four miles from the Gulf Coast on the Sabine-Neches Waterway and the Corpus Christi LNG terminal near Corpus Christi, Texas. Through Cheniere Partners, the Company has constructed and is operating regasification facilities at the Sabine Pass LNG terminal and are developing and constructing the Sabine Pass Liquefaction Project. It owns approximately 100% of the general partner interest in Cheniere Partners and over 80.1% of Cheniere Holdings, which owns approximately 55.9% limited partner interest in Cheniere Partners. The Company owns approximately 100% interest in the CCL Project. Sabine Pass Liquefaction has third-party SPAs, including BG Gulf Coast LNG, LLC (BG), Gas Natural Aprovisionamientos SDG S.A. (Gas Natural Fenosa), Korea Gas Corporation (KOGAS), GAIL (India) Limited (GAIL) and Centrica plc (Centrica). Corpus Christi Liquefaction’s third-party SPAs include Endesa Generacion, S.A., Iberdrola S.A., Gas Natural Fenosa LNG SL, Woodside Energy Trading Singapore Pte Ltd, PT Pertamina (Persero), Electricite de France, S.A. and EDP Energias de Portugal S.A.

LNG and Natural Gas Marketing Business

Th e Companys subsidiary, Cheniere Marketing, is engaged in ! the LNG a! nd natural gas marketing business and is developing a portfolio of long-term, short-term and spot LNG purchase and spot LNG SPAs. Cheniere Marketing purchases, transports and unloads commercial LNG cargoes into the Sabine Pass LNG terminal and other LNG terminals around the world.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Short seller Jim Chanos of Kynikos Associates offered his latest short at the SALT conference in Las Vegas today: Cheniere Energy (LNG).

    Bloomberg News

    One of the big problems for Cheniere is that there has been no increase in demand for liquefied natural gas despite an increase in supply. “The great LNG demand dream has been a pipe dream, but supply keeps coming,” Chanos says.

  • [By Justin Loiseau]

    Who else loves LNG?
    Currently, the DOE has approved exports of up to 5.6 billion cubic feet per day. Cheniere Energy (NYSEMKT: LNG  ) will be the first company to actually take advantage of its approval when its own Sabine Pass facility starts fueling out in 2015.

  • [By Jim Jubak, Senior Markets Editor, MoneyShow.com]

    Yesterday, September 12, shares of Cheniere Energy (LNG) hit a new 52-week high of $33.76. As of the close, they’d dropped back slightly to $33.10. That still puts the stock up 18.5% from its August 30 close.

Top 10 Life Sciences Companies To Own 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.

Top 10 Life Sciences Companies To Own For 2016: PAR Technology Corporation(PAR)

PAR Technology Corporation (PAR), incorporated on April 21, 1992, is a provider of systems and service solutions for the hospitality industry. The Company operates through two segments: Hospitality and Government.

Hospitality segment

The Company’s solutions for the restaurant industry integrate software applications, hardware platforms, software delivery, and installation and lifecycle support services. PAR’s software offerings for the Restaurant market include front-of-store point-of-sale (POS) software applications, operations management software applications (known as back office software), and enterprise software applications for content management and business intelligence. PAR’s hardware offerings for the Restaurant market include POS terminals, kitchen systems utilizing printers and/or video monitors, and a range of food safety monitoring and task management hardware and software solutions. The Company has also developed a checklist solutio n for food safety temperature measurement and task management automation marketed under the name, SureCheck. The Company markets its hardware, software and services as an integrated solution on an individual basis. PAR’s Brink POS (Brink) software is a cloud-based POS platform that scales for single and multi-unit operators with traditional and mobile platforms. PAR restaurant software offerings are designed for multi-unit and individual restaurant operators, franchise and the enterprise alike in the over three restaurant categories, such as fast casual restaurants (FC), quick serve restaurants (QSR) and table service restaurants (TSR). Each of these restaurant categories has separate operating characteristics and service delivery requirements that are managed by PAR’s Brink and PixelPoint software offerings. PAR’s software allows customers to configure their technology systems that meet their order entry, food preparation, inventory, and workforce management needs, while ca pturing real-time transaction data at each location and deli! vering insight throughout the enterprise.

Brink software is a cloud-based POS software for restaurants. The cloud native model manages software version control and organizational updates. Brink POS software is integrated with features that include mobile online ordering, kitchen video system, guest surveys, enterprise reporting and mobile dashboard. PAR’s PixelPoint software solution is primarily sold to independent table service and QSRs through its channel partners. This software solution includes a POS software application, a self-service ordering function, an enterprise back-office management function, and an enterprise level loyalty and gift card information sharing application. PixelPoint Head Office Cloud is a Web-based enterprise reporting solution that consolidates restaurant data and is offered as software-as-a-service (SaaS). It offers PixelPoint for corporate, field and site managers. PixelPoint is a decision-making tool that provides visibility into various restaurant locations through a dashboard displaying customer-defined financials, sales analysis, marketing, inventory and workforce variables. PAR also offers applications for forecasting, labor scheduling and inventory management.

The Company’s SureCheck software solution provides food safety temperature monitoring and employee task management functionality through the combination of a cloud-based enterprise server application, a personal digital assistant (PDA)-based mobile application and an integrated temperature measuring device. This solution helps in managing hazard analysis and critical control points (HACCP) inspection programs for retail and food service organizations, and automates the monitoring of quality risk factors. The SureCheck platform is used to help hospitality and retail operators to complete and monitor the compliance of employee tasks, while providing insight on abnormal checklist conditions, providing configurable, automated ale rts. The data captured through this solution is used to mana! ge policy! compliance and oversight, loss prevention, safety, merchandising and other audits to the customer.

The PAR EverServ family of hardware platforms is designed to operate in harsh hospitality environments. The Company’s hardware platforms are compatible with various operating systems. PAR’s open architecture POS platforms are optimized to host the Company’s POS software applications, as well as various third-party POS applications, and are compatible with various peripheral devices. PAR partners with a range of vendors of complementary in-store peripherals, including cash drawers, card readers, printers, kitchen video systems, allowing the Company to provide a solution integrated and delivered by a vendor. PAR’s hardware terminal offerings primarily consist of over three POS product lines, such as EverServ 500, EverServ 7000 Series and EverServ 8000 Series. The EverServ 500 platform is a value platform for operators that require features/functions that are used fo r installations. The EverServ 7000 series hardware is built to perform in harsh operating environments, enduring high customer traffic and transaction activities, and the difficult restaurant/retail environments that include grease and liquid spills. The EverServ 8000 series hardware offers design, and is built to perform in harsh operating environments, enduring high customer traffic and transaction activities, and the difficult restaurant/retail environments that includes grease and liquid spills. The Company also offers SureCheck Advantage, an Internet of things (IoT) mobile solution, which is designed for food quality and task management.

Government Segment

PAR’s Government business provides a range of technical services for the Department of Defense (DoD) and federal agencies. This segment is focused on serving intelligence, surveillance and reconnaissance (ISR) customers specializing in the development of signal and image processing and manage ment systems with a focus on geospatial intelligence, geogra! phic info! rmation systems, and command and control applications. Additionally, this business provides mission critical telecommunications, satellite command and control, and information technology operations and maintenance services around the world to the United States DoD. The business is organized in two operating sectors that provide service offerings across their customer base: ISR Solutions and mission systems.

The ISR solutions sector provides systems engineering support and software-based solutions. This sector of the Company has a business in the development of mobility applications that support the needs of mobile teams with real-time situation awareness and distributed communications. The ISR solutions sector is engaged in the advanced research, development and productization of geospatial information assurance (GIA) technology involving steganography, steganalysis, digital watermarking and image forensics. These technologies are used to provide protection and security of geospatial data. The ISR solutions sector also provides scientific and technical support to the United States Intelligence Community. The mission systems sector includes three distinct lines of business: telecommunications, satellite control and information technology services. The telecommunication services include satellite and terrestrial communications operations and maintenance services, which operate elements of the United States DoD’s global information grid (GIG). Additionally, PAR operates the United States navy’s satellite operations center providing tracking, telemetry and control of several space-based satellite communication constellations. The mission systems sector provides information technology (IT) services ranging from advanced systems management to help desk support.

PAR focuses its business in five service areas: ISR; Systems Engineering and Evaluation; Satellite and Telecommunications Services; Space and Satellite Control Servic es, and Information Technology/Systems Services. The Company! provides! a range of geospatial intelligence solutions, including full motion video, geospatial information assurance, raster imagery, and light detection and ranging (LiDAR). It also offers a range of products relative to these technologies, and provides integration and training support. PSR integrates and tests electro-optical (EO), infrared (IR), radar and multi/hyper-spectral sensor systems for a range of government and industry surveillance applications. The Company designs and integrates radar sensor systems, including experimentation, demonstration and test support. The Company also provides scientific and technical engineering, and analysis to intelligence community customers, as well as program management services for the acquisition, development and deployment of prototypes and reaction systems. The Company provides a range of technical and support services to sustain mission critical components of the DoD’s GIG. These services include system enhancements and associated mai ntenance of very low frequency (VLF), high frequency (HF) and very high frequency (VHF) ground-based radio transmitter/receiver facilities. Additionally, the Company operates and maintains several extremely high frequency (EHF) and super high frequency (SHF) satellite communication earth terminals and teleport facilities. It provides satellite operation, management and maintenance services in support of satellite control center operations. Primary services include satellite telemetry monitoring, tracking and command support, and satellite control in order to provide space-based satellite services conducting command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR) operations. The Company delivers services in support of satellite telemetry, tracking, control and remote terminal operations from over seven locations across the world. It also offers various services, which include helpdesk services, systems administration, network adminis tration, information assurance and systems security, databas! e adminis! tration, telephone systems management, testing and test bed management, and information technology infrastructure library (ITIL)-based service management.

The Company competes with Oracle Corporation, NCR Corporation and Panasonic Corporation.

Advisors’ Opinion:

  • [By Lisa Levin]

    On Tuesday, technology shares gained by 1.61 percent. Meanwhile, top gainers in the sector included Himax Technologies, Inc. (ADR) (NASDAQ: HIMX), up 13 percent, and PAR Technology Corporation (NYSE: PAR), up 9 percent.

  • [By Lisa Levin]

    PAR Technology Corporation (NYSE: PAR) shares were also up, gaining 15 percent to $6.59. Par Technology reported Q4 adjusted earnings of $0.13 per share on revenue of $56.8 million.

Top 10 Life Sciences Companies To Own For 2016: Nu Skin Enterprises Inc.(NUS)

Nu Skin Enterprises, Inc. develops and distributes anti-aging personal care products and nutritional supplements worldwide. The company sells its personal care products under the Nu Skin brand; and nutritional supplements under the Pharmanex brand. Its personal care product line includes core systems, targeted treatments, total care, cosmetic, and Epoch, a product formulated with botanical ingredients. The company?s nutritional supplements product line comprises micronutrient supplements, targeted solution supplements, and weight management products. It also sells Vitameal, which are nutritious meal products for starving children or purchased for personal food storage. In addition, the company offers other products and services consisting of digital content storage, water purifiers, and other household products. It sells its products primarily through a network of independent distributors in north Asia, the Americas, Greater China, Europe, and the south Asia/Pacific. The c ompany also operates retail stores to sell its products in China. As of December 31, 2010, Nu Skin Enterprises operated 40 stores throughout China. The company was founded in 1984 and is headquartered in Provo, Utah.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Citigroup’s Beth Kite calls Nu Skin Enterprises’ (NUS) earnings and guidance “awfully disappointing.” She explains why:

    “Frustrating” Describes 4Q15 & 2016 Guidance:Nu Skin (i) reported 4Q15 EPS of $0.62, 11 cents below consensus and us, and (ii) lowered 2016 EPS guidance, from $3.25-$3.40 to $2.40-$2.60.Nu Skin had three LTO’s in 4Q152 succeeded and 1 failed. The failure had far less to do with the product than with the sales strategy…

    Is Guidance Too Conservative or Is It Really This Bad? We get that Me failed to sell well in South Korea with the 12-month cartridge commitment. But given the strength in reps globally, the strength of Youth from its two LTOs in 2H15, and good results from Me when sold in Japan without the 12-month commitment, we wonder if guidance is aggressive to the downside. Indeed, the word “conservative” was said a lot by mgmt on the brief earnings call when describing guidance revisions.

    Maintaining Buy: While we now have less confidence in mgmt, from an external perspective, to forecast its results accurately, and from an internal perspective, to course correct quicklyi.e., why didn’t they drop the 12-month plan for Me in South Korea when it so obviously wasn’t workingwe are still confident in Youth & Me. The rep growth in South Asia/Pacific from Youth in 3Q led to better 4Q sales than we’d expected, Youth’s Americas LTO in 4Q drove lc sales up 26% YoY, and Me not only sold through in Japan in 4Q but also drove reps higher. We imagine that investors may have little patience or confidence in Nu Skin for a while, understandably. But the bar seems set fairly low now, so we are cautiously optimistic that Nu Skin can dig itself out of this hole as we go through 2016 and Me & Youth roll out more fully.

    Shares of Nu Skin have tumbled 13% to $27.31 at 2:11 p.m. today.

  • [By Roberto Pedone]

    Nu Skin Enterprises (NUS) is a direct selling company, which develops and distributes personal care products and nutritional supplements that are sold under the Nu Skin and Pharmanex brands. This stock closed up 5.4% at $92.96 in Monday’s trading session.

    Monday’s Volume: 2 million

    Three-Month Average Volume: 900,802

    Volume % Change: 85%

    From a technical perspective, NUS ripped higher here right above some near-term support at $85 with heavy upside volume. This move pushed shares of NUS into breakout and new 52-week-high territory, since the stock took out some near-term overhead resistance levels at $88.20 to $89.69. This move also pushed shares of NUS above the upper-end of its recent range that saw the stock trend between $82 to just above $89.

    Traders should now look for long-biased trades in NUS as long as it’s trending above support at $85 and then once it sustains a move or close above Monday’s high of $93.33 with volume that this near or above 900,802 shares. If we get that move soon, then NUS will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $100 to $105.

  • [By Scott Rubin]

    Stock gainers included Mercadolibre Inc (NASDAQ: MELI), up almost 14 percent, and Nu Skin Enterprises, Inc. (NYSE: NUS), which added 12 percent. The positive gains in both stocks were due to strong earnings reports. Shares of Liberty Interactive Group (NASDAQ: QVCA) plunged almost 22 percent on Friday due to disappointing sales growth in its fiscal second quarter. Pharmaceutical giant Bristol-Myers Squibb Co (NYSE: BMY) lost 16 percent after a disappointing study involving its Opdivo drug.

Top 10 Life Sciences Companies To Own For 2016: Starwood Hotels & Resorts Worldwide, Inc.(HOT)

Starwood Hotels & Resorts Worldwide, Inc., incorporated on March 27, 1980, is a hotel and leisure company. The Company’s hotel business is focused on the global operation of hotels and resorts primarily in the luxury and upper upscale segments of the lodging industry. The Company manages and operates its hotel business in three hotel segments: the Americas; Europe, Africa and the Middle East (EAME), and Asia Pacific. Its vacation ownership and residential business is a separate segment. The Company conducts its hotel and leisure business both directly and through its subsidiaries. The Company owns Starwood Vacation Ownership, Inc., a provider of vacation experiences through villa-style resorts and access to Starwood brands. The Starwood Preferred Guest (SPG) program is the Company’s traveler, customer loyalty and multi-brand marketing program. This program allows members to earn and redeem points for room stays, room upgrades and airline flights, with no blackout dates. Th e SPG program is rewarding loyalty program in the hospitality industry. The Company also develops, owns and operates vacation ownership resorts, markets and sells the vacation ownership Interests (VOIs) in the resorts and, in many cases, provides financing to customers who purchase such ownership interests.

The Company has approximately 1,297 properties providing over 370,000 rooms in approximately 100 countries. The Company’s hotel business include approximately 1,282 owned, managed or franchised hotels with over 362,300 rooms, comprising 30 hotels that it owns or leases or in which the Company has a majority equity interest, over 610 hotels managed by the Company on behalf of third-party owners and approximately 640 hotels for which it receives franchise fees. The Company’s approximately 30 hotels include The St. Regis, San Francisco; The St. Regis, New York; W New York-Times Square; The Westin Peachtree Plaza, Atlanta; The Westin Maui Resort & Spa, Ka’anapali ; Sheraton Kauai Resort; Sheraton Steamboat Resort; The Trem! ont Chicago Hotel at Magnificent Mile; Park Tower, Buenos Aires; Hotel Goldener Hirsch, Salzburg; The Westin Resort & Spa, Puerto Vallarta; The Westin Resort & Spa, Los Cabos; Sheraton Buenos Aires Hotel & Convention Center; Sheraton Gateway Hotel in Toronto International Airport, and Sheraton Paris Airport Hotel & Conference Centre, among others. In addition, the Company’s vacation ownership and residential business includes approximately 15 stand-alone vacation ownership resorts and residential properties.

The Company’s brands include St. Regis, The Luxury Collection, W, Westin, Le Meridien, Sheraton, Four Points, Aloft, Element and Tribute Portfolio. All brands (other than the Four Points by Sheraton, the Aloft and Element brands) represent full-service properties that range in amenities from luxury hotels to priced hotels. Its Four Points by Sheraton, Aloft and Element brands are select-service properties that cater to consumers.

Advisors’ Opinion:

  • [By Lisa Levin]

    On Monday, cyclical consumer goods & services shares gained by 0.41 percent. Top gainers in the sector included Kandi Technologies Group Inc (NASDAQ: KNDI), Starwood Hotels & Resorts Worldwide Inc (NYSE: HOT), and Lifetime Brands Inc (NASDAQ: LCUT).

Top 10 Life Sciences Companies To Own For 2016: The Charles Schwab Corporation(SCHW)

 

The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, money management, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services. It offers brokerage products, such as brokerage accounts; individual retirement accounts; retirement plans for small to large businesses; 529 college savings accounts; designated brokerage accounts; equity incentive plan accounts; and margin loans, as well as access to fixed income securities, equity and debt offerings, options, and futures. The company also provides no-load, proprietary, and other third-party mutual funds, as well as mutual fund trading and clearing services to broker-dealers; and third-party and proprietary exchange-traded funds. In addition, it offers advice solutions, including separately managed accounts, customized personal advice for tailored portfolios, an d specialized planning and full-time portfolio management; and trust custody services, personal trust reporting services, and administrative trustee services. Further, the company provides banking products, such as checking accounts linked to brokerage accounts, savings accounts, certificates of deposit, demand deposit accounts, first lien residential real estate mortgage loans, home equity loans and lines of credit, and personal loans and entity lending collateralized by securities. It serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, London, and Hong Kong. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California.

Advisors’ Opinion:

  • [By Javier Hasse]

    The other big earnings call of the day was that of Charles Schwab Corp (NYSE: SCHW), which delivered in-line first quarter EPS of $0.29, on revenue of $1.76 billion, which beat estimates by $10 million.

  • [By Matthew Smith]

    Although we were not surprised by the move yesterday we did not take an overly aggressive stance in positioning the portfolio to benefit from the Fed not tapering. We were long, but we did not initiate any trades solely for the purpose to benefit from the announcement. We are more interested in the long-term wealth building of portfolios right now and as such believe that readers should look to our recent winners that had pullbacks yesterday as buying opportunities. Specifically, we like Ameritrade (AMTD), Charles Schwab (SCHW) and MetLife (MET) which all saw pullbacks ranging from 2.5% to a bit over 5.5% in yesterday’s session. We highlighted the discount brokers as a sector to watch right before the latest takeoff and our belief is that although rates remain unchanged the brokerage business will continue to perform strongly. The next big move up will be as rates rise, but even if one has to wait for this move it will be well worth it for one’s portfolio.

Top 10 Life Sciences Companies To Own For 2016: CRB Futures Index(CR)

Crane Co. manufactures and sells engineered industrial products in the United States and internationally. The company operates in five segments: Aerospace & Electronics, Engineered Materials, Merchandising Systems, Fluid Handling, and Controls. The Aerospace & Electronics segment offers pressure, fuel flow, and position sensors and subsystems; brake control systems; coolant, lube and fuel pumps; and seat actuation products. This segment also provides power supplies and custom microelectronics for aerospace, defense, medical, and other applications; and electrical power components, power management products, electronic radio frequency, and microwave frequency components and subsystems for the defense, space, and military communications markets. The Engineered Materials segment manufactures fiberglass-reinforced plastic panels for the truck trailer and recreational vehicle markets, industrial markets, and the commercial construction industry. The Merchandising Systems segmen t offers vending solutions, such as food, snack, and beverage vending machines; and vending machine software and online solutions, as well as payment solutions, including coin accepters and dispensers, coin hoppers, coin recyclers, bill validators, and bill recyclers. The Fluid Handling segment manufactures and sells various industrial and commercial valves and actuators; provides valve testing, parts, and services; manufactures and sells pumps and water purification solutions; distributes pipe, pipe fittings, couplings, and connectors; and designs, manufactures, and sells corrosion-resistant plastic-lined pipes and fittings. The Controls segment produces ride-leveling, air-suspension control valves for heavy trucks and trailers; pressure, temperature, and level sensors; ultra-rugged computers, measurement and control systems, and intelligent data acquisition products; and water treatment equipment. Crane Co. was founded in 1855 and is based in Stamford, Connecticut.

Advisors’ Opinion:

  • [By Monica Gerson]

    Crane Co. (NYSE: CR) is expected to post its quarterly earnings at $0.86 per share on revenue of $644.60 million.

    Oceaneering International (NYSE: OII) is projected to post its quarterly earnings at $0.35 per share on revenue of $641.85 million.

Top 10 Life Sciences Companies To Own For 2016: E*TRADE Financial Corporation(ETFC)

 

E*TRADE Financial Corporation, a financial services company, provides brokerage and related products and services primarily to individual retail investors under the E*TRADE Financial brand name. It operates through two segments, Trading and Investing, and Balance Sheet Management. The Trading and Investing segment offers retail brokerage products and services, investor-focused banking products, and corporate services. The Balance Sheet Management segment manages asset allocation; loans previously originated by the company or purchased from third parties; deposits and customer payables; and credit, liquidity, and interest rate risk. The company provides its services to customers through digital platforms; and a network of customer service representatives and financial consultants through phone, email, and online at two branches, as well as in person through 30 branches across the United States. E*TRADE Financial Corporation was incorporated in 1982 and is headquartered in New York, New York.

Advisors’ Opinion:

  • [By Jon C. Ogg]

    E*TRADE Financial Corp. (NASDAQ: ETFC) was reiterated as Buy, but the price target was raised to $19.50 from $16.50, at Sterne Agee, making the third or fourth such price target upgrade in as many days, but what stands out here is that this appears to now be a “street-high” price target.