Top Undervalued Stocks To Invest In Right Now


Investors and pundits continue to miss the mark when it comes to Yahoo (NASDAQ:YHOO). Ever since the company announced a massive data breach of hundreds of millions of users data, some have become very concerned about Yahoo’s ability to complete the sale of its core business to Verizon (NYSE:VZ) at the agreed upon price of $4.8B. Verizon management has made various comments relating to the data breach, some of which suggest it will look for a sizable haircut in the deal price, possibly up to $1B as speculated here. It is clear that a data breach of this size will likely cause some problems for the core business, including lost revenues and profits. Journalists are having a field day with this story, taking the opportunity to incite alarm and panic for investors. So far the stock has not been materially affected. But some are still concerned. Just today Needham cut Yahoo to hold with a $40 price target on concerns about Verizon walking away from the deal or negotiating a lo wer price. I do not believe Verizon will attempt to walk away from the deal. Both parties have excellent legal teams that created a solid deal, and Verizon will not be able to walk away simply due to the data breach. We also know that Verizon still wants Yahoo and is committed to building a media business, it may just want Yahoo at a lower price. I believe the two sides will negotiate a new price, which will lower the price paid – but not by $1B. It will be materially less than that. Whatever it is, it will not matter much to the overall value of Yahoo Inc. The rest of this article will focus on why the Verizon drama is just a distraction that investors should not be very concerned with.

Top Undervalued Stocks To Invest In Right Now: Telefonica Brasil S.A.(VIV)

 

Telef么nica Brasil S.A. provides fixed-line and mobile telecommunications services to residential and corporate customers in Brazil. Its fixed line services portfolio includes local, domestic long-distance, and international long-distance calls; and mobile portfolio comprises voice and broadband Internet access through 3G and 4G, as well as mobile value-added services and wireless roaming services. The company also offers data services, including Internet, broadband, mobile broadband, and wireless Internet services. In addition, the company provides pay TV services through direct to home satellite technology, IPTV, and cable, as well as interactive services, such as video-on-demand; network services, such as rental of facilities; other services comprising Internet access, private network connectivity, computer equipment leasing, extended service, detects, voice mail and cellular blocker, and others; wholesale services, includi ng interconnection services to users of other network providers; and digital services, such as financial services, machine-to-machine operations, e-health solutions, security, video, and advertising. Further, the company offers multimedia communication services, which include audio, data, voice and other sounds, images, texts, and other information, as well as sells wireless devices and accessories, such as handsets, smartphones, broadband USB modems, and devices. Additionally, it provides telecommunications solutions and IT support to various industries, such as retail, manufacturing, services, financial institutions, government, etc. Telef么nica Brasil S.A. offers its solutions through its stores, dealers, retail channels, and door-to-door sales. The company was formerly known as Telecomunica莽玫es de S茫o Paulo S.A. TELESP and changed its name to Telef么nica Brasil S.A. in October 2011. Telef么nica Brasil S.A. was incorporated in 1998 and is headquartered in S茫o Paulo , Brazil. Telef么nica Brasil S.A. is a subsidiary of Telefon! ica S.A.


Advisors’ Opinion:

  • [By Sofia Horta e Costa]

    Vivendi (VIV) rose 2.7 percent to 17.15 euros. Music, pay-TV, European cinema and Internet in Brazil will make up a new media group based in France after the split with phone unit SFR, according to a statement yesterday.

  • [By Lisa Levin]

    In trading on Wednesday, telecommunications services shares slipped by 0.08 percent. Meanwhile, top losers in the sector included Turkcell Iletisim Hizmetleri A.S. (ADR) (NYSE: TKC), down 2 percent, and Telefonica Brasil SA (ADR) (NYSE: VIV), down 2.5 percent.

Top Undervalued Stocks To Invest In Right Now: 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 Wayne Duggan] Related MPEL What Does The Mixed Bag Of Gaming Results Thus Far Predict For MGM? Macau Records Highest Monthly Gaming Revenue In Nearly 2 Years Melco Crown Entertainment's (MPEL) CEO Lawrence Ho on Q3 2016 Results – Earnings Call Transcript (Seeking Alpha) Related WYNN MGM Reports Results On Vegas Strip And Macau; National Harbor Opens Soon What Does The Mixed Bag Of Gaming Results Thus Far Predict For MGM? Wynn Resorts, Limited's (WYNN) CEO Steve Wynn on Q3 2016 Results – Earnings Call Transcript (Seeking Alpha)

    To American investors, Macau may be the Las Vegas of China. However, even after Macau’s revenue downturn in recent years, it still generates roughly three times as much annual gaming revenue as Las Vegas.

  • [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:

  • [By Ben Levisohn]

    We’ve noted before that for all the attention Macau gets, the real action for casinos these days is in Las Vegas. In a report issued today, Gabelli’s Adam Trivison touts the importance of Nevada for Boyd Gaming (BYD) and MGM Resorts International (MGM), which have large Nevada footprints, and for Wynn Resorts (WYNN) and Las Vegas Sands (LVS), which don’t:

Hot Electric Utility Companies To Watch In Right Now: The Joint Corp.(JYNT)


The Joint Corp., incorporated on March 10, 2010, develops, owns, operates, supports and manages chiropractic clinics through direct ownership, management arrangements, franchising and the sale of regional developer rights throughout the United States. The Company is franchisor and operator of chiropractic clinics that uses a private pay, non-insurance, cash-based model. The Company offers its patients the opportunity to visit its clinics without an appointment and receive prompt attention. The Company offers extended hours of operation, including weekends.


The Company has approximately 310 franchised, company-owned, or managed clinics in operation in over 30 states. In addition to its approximately 310 operating clinics, the Company has granted franchises either directly or through its regional developers for an additional over 170 clinics. The Company offers a range of membership and wellness packages. Each patient’s records are digitally updated for ready re trieval in its data storage system by its chiropractors in compliance with various applicable medical records security and privacy regulations.


The Company competes with HealthSource Chiropractic and ChiroOne.

Advisors’ Opinion:

  • [By Monica Gerson]

    Joint Corp (NASDAQ: JYNT) is estimated to post a quarterly loss at $0.28 per share on revenue of $4.13 million.

    Synacor Inc (NASDAQ: SYNC) is projected to post a quarterly loss at $0.03 per share on revenue of $30.00 million.

Top Undervalued Stocks To Invest In Right Now: Rockwell Automation, Inc.(ROK)

Rockwell Automation, Inc. (Rockwell Automation), incorporated on August 29, 1996, is a provider of industrial automation power, control and information solutions for manufacturers. The Company operates through two segments: Architecture & Software and Control Products & Solutions. In the United States, Canada and certain other countries the Company sells primarily through the independent distributors. In the remaining countries, the Company sells through a combination of direct sales and sales through distributors. The Company sells large systems and service offerings through its direct sales force.


Architecture & Software

The Architecture & Software segment contains various hardware, software and communication components of the Company’s integrated control and information architecture capable of controlling the customer’s industrial processes and connecting with their manufacturing enterprise. Architecture & Software has a portfolio of products, including Control platforms that perform multiple control disciplines and monitoring of applications, including discrete, batch and continuous process, drives control, motion control and machine safety control. Its platform products include controllers, electronic operator interface devices, electronic input/output devices, communication and networking products, and industrial computers. The information-enabled Logix controllers provide integrated multidiscipline control that is modular and scalable; Software products that include configuration and visualization software used to operate and supervise control platforms, process control software and manufacturing execution software (MES), and Other products, including rotary and linear motion control products, sensors and machine safety components.


Control Products & Solutions

The Control Products & Solutions segment combines a portfolio of intelligent motor control and industrial control products, ap plication expertise and project management capabilities. Thi! s portfolio includes low and medium voltage electro-mechanical and electronic motor starters, motor and circuit protection devices, alternate current (AC)/direct current (DC) variable frequency drives, push buttons, signaling devices, termination and protection devices, relays and timers; solutions ranging from packaged solutions, such as configured drives and motor control centers to automation and information solutions where the Company provides design, integration and startup services for custom-engineered hardware and software systems primarily for manufacturing applications, and Services to provide total lifecycle support, including technical support and repair, asset management, training, predictive and preventative maintenance, and safety and network consulting.


The Company competes with Siemens AG, ABB Ltd, Honeywell International Inc. Schneider Electric SA, Emerson Electric Co., Mitsubishi Electric Corp. and Honeywell International Inc.

Advisors’ Opinion:

  • [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 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:

Top Undervalued Stocks To Invest In Right Now: Westar Energy, Inc.(WR)

Westar Energy, Inc. (Westar Energy), incorporated on March 6, 1924, is an electric utility in Kansas. The Company provides electric generation, transmission and distribution services to approximately 700,000 customers in Kansas. The Company provides these services in central and northeastern Kansas, including the cities of Topeka, Lawrence, Manhattan, Salina and Hutchinson. Kansas Gas and Electric Company (KGE), Westar Energy’s subsidiary, provides the services in south-central and southeastern Kansas, including the city of Wichita. Both Westar Energy and KGE conduct business using the name Westar Energy. The Company supplies electric energy at retail to customers in Kansas. The Company also supplies electric energy at wholesale to municipalities and electric cooperatives in Kansas, and has contracts for the sale or purchase of wholesale electricity with other utilities. The Company classifies it customers as residential, commercial and industrial. It has approximately 6,2 70 megawatts (MW) of generating capacity in service.


Fossil Fuel Generation

The three coal-fired units at Jeffrey energy center have an aggregate capacity of approximately 2,150 MW, of which the Company owns or consolidate through a variable interest entity (VIE) a combined share, or over 1,970 MW. The two coal-fired units at La Cygne Generating Station (La Cygne) have an aggregate generating capacity of approximately 1,400 MW, of which the Company owns or consolidate, through a VIE. La Cygne uses primarily Powder River Basin (PRB) coal but one of the two units also uses a small portion of locally mined coal. Lawrence and Tecumseh Energy Centers have an aggregate generating capacity of approximately 540 MW.

Natural Gas

The Company uses natural gas as a primary fuel at its Gordon Evans, Murray Gill, Hutchinson, Spring Creek and Emporia Energy Centers and at the State Line facility. The Company also uses natural gas as a supp lemental fuel in the coal-fired units at Lawrence and Tecums! eh Energy Centers.

Diesel

The Company uses diesel to start some of its coal generating stations, as a primary fuel in the Hutchinson No. 4 combustion turbine and in its diesel generators. The Company also purchases No. 2 diesel in the spot market.

Nuclear Generation

Wolf Creek is approximately 1,170 MW nuclear power plant located near Burlington, Kansas. KGE owns an interest in Wolf Creek, or approximately 550 MW.

Wind Generation

The Company owns approximately 150 MW of designed installed wind capacity. Also of the approximately 1,310 MW of wind power under contract, the Company has over 910 MW in operation.

Advisors’ Opinion:

  • [By Jayson Derrick]

    According to a report by Bloomberg, Westar Energy Inc (NYSE: WR) is a potential takeover target from rival Ameren Corp (NYSE: AEE) and a consortium of investors, including Toronto-based Borealis Infrastructure Management and the Canada Pension Plan Investment Board.

  • [By Lisa Levin]

    On Thursday, utilities shares rose by 0.02 percent. Top gainers in the sector included Westar Energy Inc (NYSE: WR), Westar Energy Inc (NYSE: AT), and NRG Energy Inc (NYSE: NRG).