In the video below, Motley Fool CEO Tom Gardner sits down with Starbucks (NASDAQ: SBUX ) CFO Troy Alstead during a recent visit to Starbucks headquarters in Seattle. In this portion of the video, they discuss the massive international opportunities for Starbucks, particularly in China and India. Alstead says that China will be Starbucks’ second biggest market within the next couple of years, and that stores in India have seen huge demand after opening two months ago.
A full transcript follows the video.
Starbucks is one of Tom Gardner’s favorite stocks, but you can never have too many great companies in your portfolio. If you’re looking for more ideas, our chief investment officer has selected a different stock as his favorite for this year. Find out which stock it is in the free report: “The Motley Fool’s Top Stock for 2013.” Just click here to access the report and find out the name of this under-the-radar company.
Top 5 Building Product Companies To Invest In Right Now: Kohl’s Corporation(KSS)
Kohl?s Corporation operates department stores in the United States. The company?s stores offer private and exclusive, as well as national branded apparel, footwear, and accessories for women, men, and children; soft home products, such as sheets and pillows; and housewares primarily to middle-income customers. As of January 29, 2011, it operated 1,089 stores in 49 states. The company also offers on-line shopping on its Web site at Kohls.com. Kohl?s Corporation was founded in 1962 and is headquartered in Menomonee Falls, Wisconsin.
- [By Ben Levisohn]
Nope. Target’s shares have gained 0.7% to $56.99, while competitors were mix. Wal-Mart (WMT) has dropped 0.2% to $75.52, while Macy’s (M) has ticked up 0.1% to $56.59, and Kohl’s (KSS) has advanced 0.7% to $52.70.
- [By Peter Graham]
The Q1 2014 earnings report for the Bon-Ton Stores, Inc (NASDAQ: BONT), a peer of other department store stocks like J.C. Penney Company, Inc (NYSE: JCP), Kohl’s Corporation (NYSE: KSS) and Sears Holdings Corp (NASDAQ: SHLD), is due out before the market opens on Thursday. Aside from the Bon-Ton Stores’ earnings report, it should be said that troubled Sears Holdings Corp is also scheduled to report earnings before the market opens on Thursday while J.C. Penney Company, Inc and Kohl’s Corporation both reported Q1 2014 earnings last Thursday. However, the Bon-Ton Stores is heading into earnings with rather high short interest of 35.05% according to HighShortInterest.com.
- [By Will Ashworth]
But just to make sure you understand why I feel this way, let’s take a look at the major points I covered for JCP earnings previews in both the fourth quarter and this quarter, and how they’ve shaped up. There are seven points overall, and each encourages continued faith in JCPenney:
Online Sales. JCPenney’s online sales in Q1 2013 were $217 million, a 19.9% decrease year-over-year. This year it increased online sales by 25.7% to $273 million, or 9.7% of overall revenue. While it didn’t quite hit my target of 10%, it’s close enough. I expect it do push into double digits in Q2. Private Label. As Ullman stated in its conference call, it’s almost back to where it used to be at 50% of revenue. St. John’s Bay is back as if it never left and Liz Claiborne is getting the attention it deserves. With private label boosting gross margins by several hundred basis points, you can expect that to help JCP stock in the future. Liquidity. This is the one that Jeff Macke and company are most concerned about and so they should be. You can’t run a company if you don’t have enough cash to meet your obligations. This past year, liquidity never went below $1 billion and this year CFO Ed Record believes it won’t go below $1.5 billion — evidence it’s making progress. More importantly, suppliers continue to be supportive of its turnaround efforts, and that’s key to maintaining liquidity. Gross Margins. I specifically stated in my Q4 JCP earnings preview, “As long as they can move above 30% in the next two to three quarters, JCP’s survival is less in doubt.” JCP delivered gross margins of 33.1% in Q1, 230 basis points better than a year earlier, and it expects to go even higher in Q2. Sears. Both Kohl’s (KSS) and Macy’s (M) experienced negative same-store sales growth in the first quarter. Sears (SHLD) doesn’t report until May 22, but we can assume that its earnings going to be dismal as usual. JCP is taking back some of the market s
Top 5 Building Product Companies To Invest In Right Now: ProShares Trust II (YCS)
ProShares Trust II (the Trust) is a statutory trust organized into separate series. The Trust offers seven Funds. The Trust offers beneficial interest in each of its 24 series. The 24 separate series include ProShares Ultra DJ-UBS Commodity, ProShares UltraShort DJ-UBS Commodity, ProShares Ultra DJ-UBS Crude Oil, ProShares UltraShort DJ-UBS Crude Oil, ProShares Ultra DJ-UBS Natural Gas, ProShares Short DJ-UBS Natural Gas, ProShares UltraShort DJ-UBS Natural Gas, ProShares Short Gold, ProShares Ultra Gold, ProShares UltraShort Gold, ProShares Ultra Silver, ProShares UltraShort Silver, ProShares Ultra Euro, ProShares UltraShort Euro, ProShares Ultra Yen ProShares UltraShort Yen, ProShares Ultra VIX Short-Term Futures ETF, ProShares VIX Short-Term Futures ETF, ProShares Short VIX Short-Term Futures ETF, ProShares UltraShort VIX Short-Term Futures ETF, ProShares Ultra VIX Mid-Term Futures ETF, ProShares VIX Mid-Term Futures ETF, ProShares Short VIX Mid-Term Futures ETF and Pro Shares UltraShort VIX Mid-Term Futures ETF.
The Funds offer investors the opportunity to obtain leveraged, inverse or inverse leveraged exposure to a particular benchmark. The Funds include funds linked to futures-based commodity indexes (the Commodity Index Funds), particular commodities (the Commodity Funds) or particular currencies (the Currency Funds). ProShare Capital Management LLC serves as the Trust’s Sponsor, commodity pool operator and commodity trading advisor. Wilmington Trust Company is the sole Trustee of the Trust.
Dow Jones-UBS Commodity Index
ProShares Ultra DJ-UBS Commodity and ProShares UltraShort DJ-UBS Commodity are designed to track a multiple or an inverse multiple of the daily performance of the Dow Jones-UBS Commodity IndexSM. The Dow Jones-UBS Commodity IndexSM (the Dow Jones-UBS) is designed to be a highly liquid and diversified benchmark for the commodity futures market. It focuses to reflect the overall c ommodity sector by measuring the performance of commodity fu! tures contracts. The Dow Jones-UBS is a rolling index, which means that the Dow Jones-UBS does not take actual physical possession of any commodities; rather, it tracks a rolling futures position. An investor with a rolling futures position is able to avoid delivering (or taking delivery of) underlying physical commodities while maintaining exposure to those commodities. The roll for each Index component occurs over a period of five Dow Jones-UBS business days in certain months according to a pre-determined schedule. The exact roll methodology differs between certain commodities. The Index will reflect the performance of its underlying commodities, including roll costs, without regard to income earned on cash positions. The Dow Jones-UBS is consisted of eight different commodity sectors, such as petroleum, natural gas, livestock, grains, industrial metals, precious metals, softs and vegetable oils. These eight sectors track futures contracts prices of 19 specific commodities , such as natural gas, crude oil, unleaded gasoline, heating oil, live cattle, lean hogs, wheat, corn, soybeans, soybean oil, aluminum, copper, zinc, nickel, gold, silver, sugar, cotton and coffee. The Dow Jones-UBS is consisted of commodities traded on the United States exchanges, with the exception of aluminum, nickel and zinc, which trade on the London Metal Exchange.
Dow Jones-UBS Natural Gas Subindex
ProShares Ultra DJ-UBS Natural Gas and ProShares UltraShort DJ-UBS Natural Gas are designed to track twice (2x) or twice the inverse (-2x) of the daily performance of the Dow Jones-UBS Natural Gas SubindexSM, respectively The Dow Jones-UBS Natural Gas SubindexSM is intended to reflect the performance of a rolling position in natural gas futures contracts traded on the NYMEX without regard to income earned on cash positions. An investment in natural gas futures contracts may often perform very differently than the price of physical natural gas.
- [By Ben Levisohn]
The euro has dropped about 0.8% against the dollar, while the CurrencyShares Euro Trust ETF (FXE) has dropped 0.7% to $136.71 and the Currency Shares Japanese Yen Trust ETF (FXY) has fallen 1%. The ProShares UltrasShort Euro ETF (EUO) has gained 1.3% to $16.77, while the ProShares UltraShort Yen (YCS) has gained 1.9% to $66.58.
- [By Matthew McCall]
An ETF that takes advantage of a weak yen is the ProShares UltraShort Yen ETF (NYSE: YCS). The ETF returns two times the daily inverse of the value of the yen. For example, if the yen declines by 0.5 percent, theoretically YCS should be up 1.0 percent and vice versa. The leveraged aspect of the ETF makes it too risky for most investors and it should only be considered a short-term trading vehicle.
- [By Charles Sizemore]
As always, use common sense when trading. You can be “right” about a short and still lose a lot of money if you get caught on the wrong side of a short squeeze. An ETF option to consider in lieu of shorting the yen directly would be the ProShares Ultrashort Yen (YCS).
- [By Anthony Mirhaydari]
Today, the yen carry trade, as represented by the ProShares UltraShort Yen (YCS) , is collapsing below both its lower Bollinger Band and its 50-day moving average — the most significant downtrend initiation since June. The scramble to cover positions funded by yen carry trades is why the selling is so frantic.
Top 5 Building Product Companies To Invest In Right Now: Armstrong World Industries Inc (AWI)
Armstrong World Industries, Inc. (AWI), incorporated on December 30, 1891, is a global producer of flooring products and ceiling systems for use in the construction and renovation of residential, commercial and institutional buildings. The Company designs, manufactures and sells flooring products (resilient and wood) and ceiling systems (mineral fiber, fiberglass and metal) globally. The Company segments includes: Building Products, Resilient Flooring and Wood Flooring. The Company’s Building Products, Resilient Flooring, Wood Flooring and Cabinets segments sell products for use in the home. Its products are used in new home construction and existing home renovation work. Its products, primarily ceilings and Resilient Flooring, are used in commercial and institutional buildings. On September 1, 2012, it sold Patriot Flooring Supply, Inc. to The Belknap White Group. Effective October 31, 2012, the Company sold of its cabinets business to American Industrial Partners.
Building Products produces suspended mineral fiber, soft fiber and metal ceiling systems for use in commercial, institutional and residential settings. In addition, its Building Products segment sources complementary ceiling products. Its products, which are sold globally, are available in colors, performance characteristics and designs, and offer attributes, such as acoustical control, rated fire protection and aesthetic appeal. Commercial ceiling materials and accessories are sold to ceiling systems contractors and to resale distributors. Residential ceiling products are sold in North America to wholesalers and retailers, including home centers. Suspension system (grid) products manufactured by Worthington Armstrong Venture (WAVE) are sold by both the Company and WAVE.
Resilient Flooring produces and sources a range of floor coverings for homes and commercial and institutional buildings. Manufactured products in this segment include vinyl sheet, v! inyl tile and linoleum flooring. In addition, its Resilient Flooring segment sources and sells laminate flooring products, vinyl tile products, vinyl sheet products, adhesives, and installation and maintenance materials and accessories. Resilient Flooring products are offered in a range of types, designs, and colors. It sells these products globally to wholesalers, home centers, retailers, contractors and to the manufactured homes industry.
The Company’s Wood Flooring segment produces and sources wood flooring products for use in new residential construction and renovation, with commercial applications in stores, restaurants and offices. The product offering includes pre-finished solid and engineered wood floors in various wood species, and related accessories. All of its Wood Flooring sales are in North America. Its Wood Flooring products are sold to independent wholesale flooring distributors and home centers.
The Com pany competes with Saint-Gobain, Chicago Metallic Corporation, Georgia-Pacific Corporation, Knauf AMF GmbH & Co. KG, Lafarge SA, Odenwald Faserplattenwerk GmbH, Rockfon A/S, USG Corporation, Amtico International, Inc., Beaulieu International Group, N.V., Boa-Franc, Inc., Congoleum Corporation, Faus, Inc., Forbo Holding AG, Gerflor Group, Interface, Inc., IVC Group, Krono Holding AG, LG Floors, Mannington Mills, Inc., Metroflor Corporation, Mullican Flooring, L.P., Mohawk Industries, Inc., Nora Systems GmbH, Pfleiderer AG, Shaw Industries, Inc., Somerset Hardwood Flooring, Tarkett AG.
- [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 Armstrong World Industries (NYSE: AWI ) , whose recent revenue and earnings are plotted below.
Top 5 Building Product Companies To Invest In Right Now: Clean Harbors Inc. (CLH)
Clean Harbors, Inc., through its subsidiaries, provides environmental, energy, and industrial services. Its Technical Services segment offers hazardous material management services, including the packaging, collection, transportation, treatment, and disposal of hazardous and non-hazardous waste; and CleanPack services comprising the collection, identification, categorization, specialized packaging, transportation, and disposal of laboratory chemicals and household hazardous wastes. The company?s Field Services segment offers various environmental cleanup services on customer sites or other locations on a scheduled or emergency response basis, including tank cleaning, decontamination, remediation, spill cleanup; used oil and oil products recycling; polychlorinated biphenyls management and disposal; and filtration and water treatment services. The company?s Industrial Services segment offers industrial and specialty services, such as high-pressure and chemical cleaning, cata lyst handling, decoking, material processing, and industrial lodging services to refineries, chemical plants, pulp and paper mills, and other industrial facilities. The company?s Exploration Services segment provides exploration services, such as geospatial data imaging, line clearing, heli-portable and track drilling, seismic surveying, and land development; and directional boring services, including installing pipeline, fiber optic, cable, gas, and water and sewer lines to the oil and gas exploration and production, and power generation companies, as well as municipalities. Clean Harbors, Inc. has approximately 175 locations, including 50 waste management facilities. The company operates in the United States, Canada, Mexico, Puerto Rico, Bulgaria, China, Singapore, Sweden, Thailand, and the United Kingdom. It serves Fortune 500 companies and private entities, as well as federal, state, provincial, and governmental agencies. The company was founded in 1980 and is based in N orwell, Massachusetts.
- [By Damian Illia]
Furthermore, the company has a wide economic moat largely stemming from three factors: its efficient scale, its high switching costs and its intangible assets. Of the 20 commercial hazardous-waste landfills operational in the U.S., the majority are run by US Ecology and its main competitors Waste Management Inc. (WM), and Clean Harbors Inc. (CLH). With barriers to entry stemming from regulatory permits, and a limited market size, ECOL has managed to achieve an efficient scale in the market with five hazardous waste-sides. The company’s intangible assets consist of long-term regulatory permits, which enable US Ecology to posses a “gatekeeper privilege” regarding barriers to new entrants. In addition, customer switching costs are high, thus further adding to the firm’s ability to sustain growth in the long term.
- [By Marc Courtenay]
ATW, which next reports earnings on May 1st, has a market cap of only $3.32 billion, which is bite-size for a XOM or a GE. Another one-swallow menu item for these behemoth acquirers is a company like Clean Harbors, Inc. (CLH), which steps into the earnings confessional on April 29th.
- [By Chris Hill]
Has Activision (NASDAQ: ATVI ) turned the corner with investors? Will Whole Foods (NASDAQ: WFM ) continue to grow its margins? Will Clean Harbors (NYSE: CLH ) clean up on Wall Street? In this installment of Motley Fool Money, our analysts discuss three stocks to watch.
Top 5 Building Product Companies To Invest In Right Now: diaDexus, Inc. (DDXS)
diaDexus, Inc. (diaDexus), incorporated on November 27, 1995, is a medical diagnostics company. The Company is focused on the development and commercialization of in vitro diagnostic products addressing unmet needs in cardiovascular disease. diaDexus’s product, the PLAC Test, helps identify individuals suffering a heart attack or stroke, the #1 and #3 causes of death, respectively in the United States. The PLAC Test measures Lp-PLA2, which is a vascular-specific inflammatory marker implicated in the formation of rupture-prone plaque.
GlaxoSmithKline (GSK) has developed an Lp-PLA2 inhibitor (darapladib) and is testing the drug in two large, global, Phase III clinical trials involving over 27,000 patients to determine if inhibition of the enzyme reduces cardiovascular events. The PLAC Test is a blood test, available nationally through clinical reference, hospital, and advanced cardiovascular diagnostic laboratories.
- [By Peter Graham]
Small cap stocks Pulse Network Inc (OTCBB: TPNI), Sterling Consolidated Corp (OTCBB: STCC) and diaDexus, Inc (OTCMKTS: DDXS) have or could start to sizzle for investors. However, I should also mention that two of these stocks have been the subject of paid promotions while a third apparently has not been, and could be the real deal. With that in mind, here is a closer look along with a quick reality check about all three small caps to help you decide whether they are hot or not:
- [By Peter Graham]
Small cap medical device or biotech related stocks Therapeutic Solutions International Inc (OTCMKTS: TSOI), diaDexus, Inc (OTCMKTS: DDXS) and Spherix Inc (NASDAQ: SPEX) have been getting some attention lately in various investment newsletters with the good news being that it appears none are the subject of paid promotions from stock promoters. So why are these three stocks all of a sudden getting some attention and what else do you need to know about them before you make a short or a long term bet on one? Here is a closer look at the whole picture and what you might be missing: