Wednesday, March 12, 2014

Top 5 Diversified Bank Companies To Invest In 2015

Things may not be all that rosy for Apple (NASDAQ: AAPL  ) these days, but at least it knows that it can count on its growing loyal audience to show up for new product introductions.

In this video, longtime Fool contributor Rick Munarriz explores the real problem with BlackBerry's (NASDAQ: BBRY  ) 2.7 million Z10 and Q10 devices sold during their debut quarter by comparing the 3% adoption rate to Apple's better-than-10% adoption rate when the iPhone 5 came out. There seemed like a flattering nugget out of BlackBerry from its previous conference call in March, but in the context of last week's carnage, it's not pretty.

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Top 5 Diversified Bank Companies To Invest In 2015: Broadcom Corporation(BRCM)

Broadcom Corporation designs and develops semiconductors for wired and wireless communications. It provides a portfolio of system-on-a-chip (SoC) and software solutions for the manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices, which enable the delivery of voice, video, data, and multimedia content to the home, office, and mobile environment. Its broadband communications products include cable modem SoCs; femtocell SoCs; MPEG/AVC/VC-1 encoders and transcoders; xDSL, passive optical network, and cable modem customer premises equipment and central office solutions; powerline networking SoCs; digital cable, direct broadcast satellite, terrestrial, and Internet protocol (IP) set-top box integrated receiver demodulators; high definition television and standard definition TV SoCs; and Blu-ray disc SoCs. The company?s mobile and wireless products comprise Wi-Fi and Bluetooth SoCs, wireless connectivity com bo chips, global positioning system SoCs, multimedia processors, applications processors, power management units, VoIP SoCs, mobile TV SoCs, and near field communications tags. Its infrastructure and networking products include Ethernet copper transceivers, Ethernet controllers and switches, backplane and optical front-end physical layer devices, security processors and adapters, and broadband processors. The company markets and sells its products through direct sales force, distributors, and manufacturers? representatives in the United States, as well as through regional offices, and a network of independent distributors and representatives in Asia, Australia, Europe, and North America. The company was founded in 1991 and is headquartered in Irvine, California.

Advisors' Opinion:
  • [By Ashraf Eassa]

    Finally, it will be an uphill battle for Intel to compete with Qualcomm on the modem side of things, although recent hiring and R&D increases suggest that Intel is making a serious effort. It is not clear if the "Merrifield" platform will ship with an LTE-Advanced modem (which both Broadcom (BRCM) and Qualcomm will be shipping in this timeframe). I am expecting a highly integrated part known as "6331" during 2014, which will put the modem on the same die as the apps processor, although it is clear that Intel's modem efforts have significantly lagged its apps processor efforts significantly thus far. I also expect that Intel will need to fill out its portfolio with low power WiFi connectivity as consuming the majority of the bill of materials in this space will be key to driving high margin revenue growth. This can likely be developed in-house by leveraging existing WiFi IP, although I would not be surprised to see further acquisitions.

  • [By WALLSTCHEATSHEET]

    Broadcom provides wireless and wired semiconductor technologies to businesses and consumers worldwide. A recent earnings release has investors disappointed with the company. The stock has struggled in recent years and is currently trading near lows for the year. Over the last four quarters, earnings have decreased while revenues have increased, which has left investors to expect more from the company. Relative to its peers and sector, Broadcom has been a weak year-to-date performer. WAIT AND SEE what Broadcom does this coming quarter.

  • [By Marc Bastow]

    Global semi-conductor solutions provider Broadcom (BRCM) raised its quarterly dividend 9.1% to 12 cents per share, payable on Mar. 3 to shareholder of record as of Feb. 14.
    BRCM Dividend Yield: 1.59%

  • [By Dan Caplinger]

    Still, TI has some promising ideas for growth. General Electric (NYSE: GE  ) is seeking to develop an industrial Internet that would connect users with a wide variety of sensor-enabled products, ranging from big industrial machinery like train locomotives and aircraft to basic household appliances and other consumer goods. GE aims to profit from the data that the network would provide, but both TI and rival Broadcom (NASDAQ: BRCM  ) have built chips to allow devices to communicate via Wi-Fi. Given that Broadcom continues to emphasize its position within the mobile-device market, it may choose to cede the lower-potential opportunity from an Internet of things to TI.

Top 5 Diversified Bank Companies To Invest In 2015: Helen of Troy Limited(HELE)

Helen of Troy Limited, together with its subsidiaries, engages in the design, development, import, marketing, and distribution of brand-name consumer products primarily in the United States and Canada, as well as in Europe, Asia, and Latin America. It operates in three segments: Personal Care, Housewares, and Healthcare/Home Environment. The Personal Care segment offers hair dryers, straighteners, curling irons, hair setters, shavers, mirrors, hot air brushes, home hair clippers and trimmers, paraffin baths, massage cushions, footbaths, body massagers, brushes, combs, hair accessories, liquid and aerosol hair styling products, men?s fragrances, men?s and women?s antiperspirants and deodorants, liquid and bar soaps, shampoos, conditioners, hair treatments, foot powder, body powder, and skin care products. The Housewares segment provides kitchen tools, cutlery, bar and wine accessories, household cleaning tools, food storage containers, tea kettles, trash cans, storage an d organization products, hand tools, gardening tools, kitchen mitts and trivets, barbeque tools, and rechargeable lighting products, as well as baby and toddler care products, including convertible high chair. The Healthcare/Home Environment segment offers humidifiers, de-humidifiers, vaporizers, thermometers, air purifiers, fans, portable heaters, heating pads, and electronic mosquito traps. The company sells its products primarily through mass merchandisers, drugstore chains, warehouse clubs, home improvement stores, catalogs, grocery stores, specialty stores, beauty supply retailers, e-commerce retailers, wholesalers, and various types of distributors, as well as directly online to end user consumers. Helen of Troy Limited was founded in 1968 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]

    Helen of Troy Ltd.(HELE) said it expects to buy back about $246 million of its shares through a Dutch auction tender offer that allowed the personal-care company to repurchase up to $300 million in stock. The company, whose products include OXO kitchen tools and Brut After Shave, said it expects to acquire about 3.7 million shares at $66.50 a share, the high end of its offering range.

  • [By Canadian Value]

    NEW YORK, Feb. 4, 2014 /PRNewswire/ -- Sachem Head Capital Management today sent a letter to the Board of Directors of leading consumer goods company Helen of Troy Limited (HELE). In the letter, Sachem Head outlines its belief that Helen of Troy shares are materially undervalued, highlighting the Board's apparent unwillingness to respond to recent inquiries regarding potential strategic combinations, and recommending actions for the Board of Directors to undertake to maximize value for the shareholders, including a thorough and legitimate review of strategic alternatives.

5 Best Financial Stocks To Own Right Now: Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp (SBS)

Companhia de Saneamento B sico do Estado de Sao Paulo - SABESP provides water and sewage services to residential, commercial, industrial, and governmental customers in the State of Sao Paulo. Its services comprise water supply, sanitary sewage services, urban rainwater management and drainage services, urban cleaning services, and solid waste management services, as well as related activities, including the planning, operation, maintenance, and commercialization of energy. As of December 31, 2010, it provided water services through 7.3 million water connections to approximately 23.6 million people; and sewage services through 5.7 million sewage connections to approximately 20 million people. The company was founded in 1954 and is headquartered in Sao Paulo, Brazil.

Advisors' Opinion:
  • [By Carlton Delfeld]

    Companhia de Saneamento Basico do Estado de Sao Paulo (SBS) is commonly called SABESP. I like the stock for three reasons:

    First, the company has plenty of room to grow in Sao Paulo, other regions in Brazil, and even in neighboring countries. Sao Paulo has a population over 40 million and represents 30% of Brazil's total economic output.

Top 5 Diversified Bank Companies To Invest In 2015: NK Lukoil OAO (LKOH)

NK Lukoil OAO (Neftyanaya Kompaniya LUKOIL OAO or NK LUKOIL OJSC) is a Russia-based integrated oil and gas company. The Company is engaged in the business of oil exploration, production, refining, marketing and distribution. It is an owner of refineries, gas processing, petrochemical plants and gas stations network located in Russia, Eastern and Western Europe, as well as Africa. The Company�� petroleum products are sold in the Russian Federation, the Commonwealth of Independent States (CIS) countries, Eastern and Western Europe, Asia and the United States. NK Lukoil OAO operates through numerous subsidiaries and affiliated companies. In April 2013, the Company acquired a 100% of Samara-Nafta ZAO and completed acquisition of CJSC Kama-Oil. In June 2013, it sold a 99.57% stake in Lukoil Odes'kyi NPZ PAT. The Company�� major shareholder is NKO ZAO NRD with a stake of 91.60%. In December 2013, it consolidated a 100% stake in ISAB Srl. Advisors' Opinion:
  • [By Julia Leite]

    Brazil�� Ibovespa (IBOV) fell to a six-week low, while the real slid to its weakest level in four years, spurring central bank intervention. Housing Development Finance Corp. drove India�� S&P BSE Sensex down, while the rupee completed its worst month in a year. OAO Lukoil (LKOH), Russia�� second-largest oil producer, slipped 2.3 percent as crude slumped.

  • [By Rajhkumar K Shaaw]

    Russian stocks rose as oil, the nation�� main export earner, climbed. OAO Lukoil (LKOH) gained for the first time this week. Benchmark gauges in Hungary and Turkey also advanced. Tofas Turk Otomobil Fabrikasi AS, the Turkish carmaker part-owned by Fiat SpA, climbed for a second day on bets plans to roll out a new vehicle will boost revenue from exports.

  • [By Maria Levitov]

    Russia�� Micex Index extended a five-day drop to 3.4 percent, led by OAO Lukoil (LKOH) and OAO Gazprom. Ukraine�� dollar-denominated bonds gained, sending yields to the lowest this week, as President Viktor Yanukovych announced possible investments from China. The PX Index slid to a seven-week low in Prague as Vienna Insurance Group AG plunged 4.2 percent.

Top 5 Diversified Bank Companies To Invest In 2015: Caribou Coffee Company Inc.(CBOU)

Caribou Coffee Company, Inc. owns and operates coffeehouses. The company offers premium coffee and espresso-based beverages, as well as specialty teas, handcrafted beverages, foods, coffee lifestyle items, branded merchandise, and related products. It also sells whole bean and ground coffee to grocery stores, mass merchandisers, office coffee providers, airlines, hotels, sports and entertainment venues, college campuses, and online customers. In addition, the company sells blended coffees and licenses its Caribou Coffee brand to Keurig, Inc. for sale and use in its K-Cup single serve line of business. Further, Caribou Coffee Company franchises its brand to partners to operate Caribou Coffee branded kiosks and coffeehouses, as well as sells Caribou Coffee branded products to partners for resale in these franchised locations. As of July 3, 2011, it operated 407 company-owned coffeehouses located in 16 states and the District of Columbia; and 147 franchised coffeehouses in th e United States and international markets. The company was founded in 1992 and is based in Brooklyn Center, Minnesota.

Advisors' Opinion:
  • [By Holly LaFon] ou Coffee is a gourmet coffee company that owns the second-largest number of coffeehouses in the U.S. After rising significantly in the second quarter of 2011, its stock price dropped in the fourth quarter, when Joel Greenblatt purchased it. He bought 52,794 shares at an average price of $13.27.

    The company has increased revenue and EBITDA almost every year since 2005, reaching $284 million and $22.4 million, respectively, in 2010. Its return on equity and return on assets also turned positive in 2009 and increased in 2010; return on assets increased from 10.1 percent in 2009 to 15 percent in 2010, and return on assets increased 6 percent to 9.2 percent in 2010. Free cash flow, which Greenblatt typically considers highly important, has been positive only two years since 2005, in 2008 and 2009.

    Cofeehouse sales have increased for the last eight quarters, including 4.1 percent in the quarter ended Oct. 2, 2011. Much of the company�� sales growth has come because it has begun selling food.

    The outlook for Caribou�� growth is also positive. Daily coffee consumption increased to 40 percent of 18-24 year olds in 2011 from 31 percent of the age group in 2010, returning to its 2009 level, according to the National Coffee Drinking Study from the National Coffee Association. Caribou recently began growing as well. In the third quarter of 2011, it opened three company-owned stores, its first in over three years, and in the fourth quarter, it opened five more. For 2012, it plans to open 55 to 70 new locations and issued fiscal year 2012 net sales growth guidance of 10 percent.

    Caribou�� P/E, P/S and P/B ratios:

    CBOU pe,ps,pb Interactive Chart

    See Joel Greenblatt�� portfolio here and also check out the Undervalued Stocks, Top Growth Companies, and High Yield stocks of Joel Greenblatt.

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