This week we have seen dividend hikes from Dow Jones Industrial Average (DJIA)�components Microsoft Corp. (NASDAQ: MSFT) and McDonald’s Corp. (NYSE: MCD). 24/7 Wall St. expects that there will be five, maybe six, more big dividend hike announcements from major companies before the end of 2013.
24/7 Wall St. believes that AT&T Inc. (NYSE: T), General Electric Co. (NYSE: GE), Goldman Sachs Group Inc. (NYSE: GS), J.P. Morgan Chase & Co. (NYSE: JPM), Nike Inc. (NYSE: NKE) and Walt Disney Co. (NYSE: DIS) will all make dividend hike announcements before the end of 2013.
We have analyzed and predicted dividend hikes and other dividend initiations for years now. Investors should not expect that all these payments will be paid out in this calendar year, but the corporate announcements should come before year-end. In fact, some of these should come in the next few weeks, and most will be better than the mere 5% hike from McDonald’s.
AT&T Inc. (NYSE: T) is the king of dividends among DJIA stocks, having the highest yield in that index of a whopping 5.2%. Its stock would have to rally more than 10% before hitting a 52-week high. AT&T pays out close to 72% of normalized per-share income as dividends now, so we only expect the hike to be from $0.45 to $0.46 per share per quarter. While a small hike, it has such a high yield already that it is very significant.
Hot Defense Companies To Watch For 2015: Hewlett-Packard Company(HPQ)
Hewlett-Packard Company and its subsidiaries provide products, technologies, software, solutions, and services to individual consumers and small- and medium-sized businesses (SMBs), as well as to the government, health, and education sectors worldwide. Its Personal Systems Group segment offers commercial personal computers (PCs), consumer PCs, workstations, calculators and other related accessories, and software and services for the commercial and consumer markets. The company?s Services segment provides consulting, outsourcing, and technology services to infrastructure, applications, and business process domains. Its Imaging and Printing Group segment provides consumer and commercial printer hardware, supplies, media, and scanning devices, such as inkjet and Web solutions, laser jet and enterprise solutions, managed enterprise solutions, graphics solutions, and printer supplies. The company?s Enterprise Servers, Storage, and Networking segment offers industry standard s ervers, business critical systems, storage platforms, and networking products, including switches, routers, wireless LAN, and TippingPoint network security products. Its HP Software segment provides enterprise IT management software, information management solutions, and security intelligence/risk management solutions. The company?s HP Financial Services segment offers leasing, financing, utility programs, and asset recovery services; and financial asset management services for enterprise customers, as well as specialized financial services to SMBs, and educational and governmental entities. Hewlett-Packard Company also provides business intelligence solutions that enable businesses to standardize on consistent data management schemes, connect and share data across the enterprise, and apply analytics, as well as licenses its specific technology to third parties. The company was founded in 1939 and is headquartered in Palo Alto, California.
Advisors' Opinion:- [By Sofia Horta e Costa]
Hewlett-Packard increased 7.1 percent to $26.86 in early New York trading. Sales (HPQ) for the three months ended Oct. 31 were $29.1 billion, the Palo Alto, California-based company said yesterday. That exceeded the $27.8 billion average analyst estimate compiled by Bloomberg. Profit excluding some items was $1.01 a share, compared with the $1 average estimate.
- [By Laura Brodbeck]
Next week investors will be waiting for several key earnings reports, �including�Hewlett-Packard Company (NYSE: HPQ), Tiffany & Co. (NYSE: TIF), Nuance Communications, Inc.(NASDAQ: NUAN) and TiVo Inc. (NASDAQ: TIVO).
- [By Evan Niu, CFA]
PC giant Hewlett-Packard (NYSE: HPQ ) today announced a new lineup of Moonshot servers, boasting that they offer incredible power efficiency, consuming up to 89% less energy and occupying 80% less space, which should translate into costing 77% less.
Hot Forestry Companies To Buy Right Now: lululemon athletica inc.(LULU)
Lululemon Athletica Inc., together with its subsidiaries engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Its apparel assortments include fitness pants, shorts, tops, and jackets for healthy lifestyle activities, such as yoga, running, and general fitness. The company?s fitness-related accessories comprise bags, socks, underwear, yoga mats, instructional yoga DVDs, and water bottles. It sells its products through its retail stores; independent franchises; and a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers, as well as directly to consumers through e-commerce. As of May 1, 2011, the company had 142 corporate-owned and franchise stores under the lululemon athletica and ivivva athletica brand names. Lululemon Athletica Inc. was founded in 1998 and is based in Vancouver, Canada.
Advisors' Opinion:- [By Grace L. Williams]
What a year it’s been for Lululemon Athletica (LULU).�The athletic-apparel and yoga-wear giant made headline after headline–for all the wrong reasons. It’s dealt with negative PR challenges. But that would all be noise if it weren’t for the fact that they’ve has a big impact on Lululemon’s business. So, naturally our burning questions have been: How big an impact and when will those issues go away?
Getty ImagesWe got some clues today after Lululemon reported earnings that made us snooze a little at the market open. For the period ended Feb. 2, earnings went sideways at $109.7 million or 75 cents, unchanged from last year�� $109.4 million and 75 cents. Revenue rose to $521 million from $485.5 million a year prior. Analysts polled by FactSet had expected earnings of 72 cents a share on revenue of $515 million. Lululemon also said it expects to earn 31 to 33 cents per share in the first quarter, lower than the Wall Street consensus for 38 cents.
On the conference call, the new CEO Laurent Potdevin said Lululemon has done some soul searching and plans to take steps to become a more inclusive brand.
��e��e reflected on last year and we��e learned from last year,��he said. ��e��e done that with humility. If you go back to our mission, it�� elevating the world to greatness. To do that well, we need to be inclusive.��/p>
Still, Lululemon’s shares have jumped 5.5% to $50.90, and left its competitors in the dust. Nike (NKE) has dropped 0.2% to $73.11, Under Armour (UA) has gained 0.7% to $114.42 and the Gap (GPS), whose Athleta brand competes head on with Lululemon, has risen 0.2% to $39.91.
Lululemon’s big gain didn�� go unnoticed by one analyst. Brian Sozzi of Belus Capital Advisors writes:
Lululemon shares have popped in response. I would be hesitant to warp into a #LuluBull at the drop of a dime given the clear challenges facing the brand. The stock has acte
Hot Forestry Companies To Buy Right Now: Concur Technologies Inc.(CNQR)
Concur Technologies, Inc. provides integrated travel and expense management solutions for companies of various industries, sizes, and geographies. It offers the Concur Connect platform, a cloud computing software solution primarily on a subscription basis, which enables customers, partners, suppliers, and third-party developers to connect. The company provides various solutions to streamline the travel procurement, itinerary management, expense management, and invoice management processes. Its solutions include online travel procurement solutions, which automate corporate travel booking and processing; itinerary management solutions that enable individual business travelers and their organizations to manage and share travel itinerary information; and automated expense management solutions, which simplify the expense reporting process. The company also offers other value-added and extended services that leverage its integrated cloud offerings, including expense reimbursemen t; expense report auditing services to streamline the process of managing and substantiating expense receipts; business intelligence that enable customers to use captured data to analyze trends, influence budget decisions, improve forecasting, and monitor for fraudulent activity; and invoice management solutions to automate, simplify, and reduce the costs associated with the process of entering, approving, and managing the payment of vendor invoices. In addition, it provides consulting; and various extended services, such as site administration, audit and compliance services, advanced analytics, and customized integration in connection with its integrated travel and expense management solutions. Concur markets and sells its solutions worldwide through direct sales organizations; and indirect distribution channels, such as strategic resellers and referral partners, as well as through its Website. The company was founded in 1993 and is headquartered in Redmond, Washington.
Advisors' Opinion:- [By Matt Jarzemsky]
Salesforce is up 33% year-to-date. Workday Inc.(WDAY) has rallied 38% and expense-accounting software provider Concur Technologies(CNQR) is up 44%, to name a few.
- [By Lee Jackson]
The Lazard trading desk said that active traders may want to look at software stocks that still had unusually high short interest. Those included Concur Technologies (NASDAQ: CNQR), Tangoe Inc. (NASDAQ: TNGO), Jive Software (NASDAQ: JIVE), Marketo Inc. (NASDAQ: MKTO), VeriSign Inc. (NASDAQ: VRSN) and VMware Inc. (NYSE: VMW). Stocks with high short interest can explode to the upside if the company gets back on track and short sellers are forced to cover.
Hot Forestry Companies To Buy Right Now: Ciber Inc (CBR)
CIBER, Inc. (CIBER) is a provider of information technology (IT), business consulting and outsourcing services. The Company is engaged in solving complex IT and business issues across industries, such as energy and utilities, telecommunications, retail, healthcare, financial services, entertainment and manufacturing. The Company operates in three segments: International, North America and IT Outsourcing. Its offerings are focused around a set of core competencies which include Application Development and Management (ADM), Enterprise Resource Planning (ERP), Customer Relationship Management, Business Intelligence and Data Warehousing, Managed Services, Testing and Quality Assurance, Mobility Services and Digital Marketing. On March 9, 2012, the Company sold its Federal division to CRGT, Inc.
International
The Company�� CIBER International division delivers a mix of ERP and custom ADM solutions. CIBER International offers a range of services covering the IT solution lifecycle to both commercial enterprises and public sector organizations. Key geographies for its International division include the Netherlands, the United Kingdom, Germany and the Scandinavian region consisting of Norway, Sweden and Denmark. The International division's enterprise solutions focus primarily on providing services related to ERP and Customer Relationship Management (CRM) software products, as well as managed services. It also provides SAP Industry Solutions, such as retail, automotive and chemicals, and it is a value-added reseller of SAP software in some international geographies. Th Company works with Microsoft to deliver ERP and CRM solutions in selected international geographies.
North America
The Company�� North America division was formed during the year ended December, 31, 2011, through the combination of its former Custom Solutions division and substantially all of its former U.S. ERP division. Its North America division is organized by and operates in a matrix! of geographies and practices. Its North America division provides ADM services, IT Strategy and Architecture, Business Intelligence/Data Warehousing, Collaborative Solutions, CRM and Supply Chain. The division also offers consulting services to support multi-package ERP solutions from vendors, including Oracle (including E-Business Suite, PeopleSoft and JD Edwards), SAP and Lawson, as well as several education management products. It is focused on industry solutions for vertical markets, such as telecommunications, healthcare, manufacturing, financial services, technology, state and local governments, higher education and entertainment.
The Company designs and develops custom-tailored offerings to suit its client's business needs. Its custom solutions provide a range of application portfolio management support, including analysis, design, development, testing, implementation, outsourcing and maintenance of business applications. Its service-oriented architectures, including J2EE and .NET, as well as traditional client/server and mainframe development. The Company also offers portal development, wireless and mobility applications and content delivery. The North America division is an Oracle Platinum Partner, which is a partnership in the Oracle Partner Network Specialized Program and a strategic partner to Oracle in several key industries, such as the public sector, higher education and food and beverage. Its Oracle, PeopleSoft and JD Edwards solutions involve building, integrating and supporting mission critical systems for real-time enterprises.
The Company�� North America division also is an SAP-certified global provider of application management services. The division's SAP solutions support their customers throughout the life cycle and include implementations and upgrades, extensions, integrations and customizations. The North America division has organized its SAP Practice to serve multiple vertical markets. In its SAP Commercial Practice, the North America division foc! uses on c! ustomers in retail, apparel and footwear, mining, metals, manufacturing, financial services and aerospace and defense industries. In its SAP Public Sector Practice, the North America division focuses on delivering solutions to state and local governments.
The North America division is a Certified Lawson Consulting Partner, providing business transformation projects in Lawson's target vertical markets through business process, change management and functional and technical services around Lawson technology. These target markets are healthcare, public sector, food and beverage and general manufacturing, for which it offers budgeting, financial processing and analysis, human capital management, sales order processing and manufacturing systems solutions.
IT Outsourcing
The Company�� IT Outsourcing division is a global business with domestic headquarters in Edison, New Jersey, and international presence throughout Europe. The division offers outsourced enterprise infrastructure management solutions, including managed hosted infrastructure, end user service desk and desktop services, remote infrastructure management (RIM) and application operations support. The IT Outsourcing division's data centers, service desk centers and global operations are located in the United States, United Kingdom, Poland, India and Spain. The division's Technology Solutions Group Practice focuses on providing customers with the infrastructure products and architecture. Offerings include enterprise servers, storage, middleware, integration services, assessments and related products required to support critical business applications.
The Company competes with Accenture plc, Cognizant Technology Solutions Corp, Infosys Technologies Limited, Perficient, Inc., Sapient Corp and The Hackett Group, Inc.
Advisors' Opinion:- [By Seth Jayson]
Ciber (NYSE: CBR ) is expected to report Q2 earnings on July 30. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Ciber's revenues will drop -4.8% and EPS will grow from $0.00 per share the prior year.
Hot Forestry Companies To Buy Right Now: Cintas Corp (CTAS)
Cintas Corporation (Cintas), incorporated November 13, 1986, provides specialized products and services to businesses of all types throughout the North America, Latin America, Europe and Asia. The Company operates in four segments: Rental Uniforms and Ancillary Products, Uniform Direct Sales, First Aid, Safety and Fire Protection Services, and Document Management Services. As of May 31, 2013, the Company provided products and services to over one million businesses. As of May 31, 2013, Cintas had approximately 8,200 local delivery routes, 446 operational facilities and eight distribution centers.
The Rental Uniforms and Ancillary Products operating segment consists of the rental and servicing of uniforms and other garments including flame resistant clothing, mats, mops and shop towels and other ancillary items. In addition to these rental items, restroom cleaning services and supplies and carpet and tile cleaning services are also provided within this operating segment. The Uniform Direct Sales operating segment consists of the direct sale of uniforms and related items and branded promotional products. The First Aid, Safety and Fire Protection Services operating segment consists of first aid, safety and fire protection products and services. The Document Management Services operating segment consists of document destruction, document imaging and document retention services.
Within the Rental Uniforms and Ancillary Products operating segment, Cintas provides its products and services to customers via local delivery routes originating from rental processing plants and branches. Within the Uniform Direct Sales and First Aid, Safety and Fire Protection Services operating segments, Cintas provides its products and services via its distribution network and local delivery routes or local representatives. Within the Document Management Services operating segment, Cintas provides its services via local service routes originating from document management branches and document retent! ion facilities. The Company operates five manufacturing facilities, which provide for standard uniform needs.
Advisors' Opinion:- [By Damian Illia]
As we can see, the firm has a higher ROE than Amrep Corporation (AXR) but is well below the one registered by US Ecology Inc. (ECOL) and Cintas Corporation (CTAS).
- [By Roberto Pedone]
Another earnings short-squeeze prospect is business support services player Cintas (CTAS), which is set to release numbers on Thursday after the market close. Wall Street analysts, on average, expect Cintas to report revenue of $1.10 billion on earnings of 63 cents per share.
The current short interest as a percentage of the float for Cintas stands at 5.6%. That means that out of the 102.38 million shares in the tradable float, 5.70 million shares are sold short by the bears. The bears have also been increasing their bets from the last reporting period by 2.5%, or by about 136,000 shares. If the bears get caught pressing their bets into a strong quarter, then shares of CTAS could move up sharply higher post-earnings as the bears move to cover some of those bets.
From a technical perspective, CTAS is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last six months, with shares moving higher from its low of $42.35 to its recent high of $50.80 a share. During that uptrend, shares of CTAS have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of CTAS within range of triggering a big breakout trade post-earnings.
If you're bullish on CTAS, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $61 to $62.27 a share and then once it takes its 52-week high at $50.80 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 458,136 shares. If that breakout hits, then CTAS will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $60 to $65 a share.
I would simply avoid CTAS or look for short-biased trades if after earnings it fails to trigge
- [By Holly LaFon]
For 2013, the Global Fund's top performers were KDDI (OTCPK:KDDIF), Keyence (TSE:6861), Comcast (CMCSA), Cintas (CTAS) and Microsoft (MSFT). The Fund's lowest performers were Gold bullion, Newcrest Mining, Gold Fields Limited, Fresnillo and Goldcorp. In addition, in 2013, our largest additions to the Fund were Compagnie de Saint-Gobain SA, Oracle, Canadian Natural Resources Limited, Teradata Corporation and Barrick Gold. Our largest eliminations from the portfolio were, Texas Instruments, Canon, Phillips 66, Chocoladefabriken Lindt & Spru - engli AG Partizipsch and NTT DoCoMo, Inc.
- [By Saibus Research]
WY and the majority of the timber, forest and paper products companies have a track record of unimpressive returns on capital, cyclical revenue and profit trends, heavy use of capital expenditures, and significant environmental regulation. We also think that WY's conversion to a REIT was a mistake. Morningstar Investment Research's Timber, Forest and Paper Products analyst Dan Rohr said it best when he rated WY and its Timber REIT peers Rayonier (RYN), Potlatch (PCH) and Plum Creek (PCL) as not possessing any economic moat. That probably explains why we only have an ancillary exposure to this industry for our proprietary portfolio based on our holdings in Brookfield Infrastructure (BIP) and Cintas (CTAS). Brookfield's Timber segment only accounts for 5% of its Fund Flows from operations and Cintas's document management business is suffering from reduced prices on recycled paper. At least Cintas Document Management only accounts for 8% of Cintas's revenue.
Hot Forestry Companies To Buy Right Now: Yanzhou Coal Mining Company Limited(YZC)
Yanzhou Coal Mining Company Limited engages in the underground mining, preparation, and sale of coal. It involves in manufacturing, washing, processing, and selling steam coal used in the electricity power sector; and metallurgical coal used with coking coal in the process of pulverized coal injection, as well as operates six coal mines. The company also engages in the provision of railway transportation services; production and sale of coal chemicals, primarily methanol; and generation of electricity and heat. In addition, it involves in the manufacture and sale of mining machinery and engine products; and development of integrated coal technology. Further, the company engages in the transportation via rivers and lakes; sale of construction materials; and trading and processing of mining machinery. It has operations primarily in China, Japan, South Korea, and Australia. The company was founded in 1973 and is based in Zoucheng, the People's Republic of China. Yanzhou Coal Mining Company Limited is a subsidiary of Yankuang Group Corporation Limited.
Advisors' Opinion:- [By MarketWatch]
Treasurer Joe Hockey said Yanzhou Coal Mining Co. (YZC) no longer needed to meet a Dec. 31 deadline for reducing its stake in Yancoal Australia Ltd. (YAL.AU) below 70%, citing the downturn in global coal prices. Yanzhou, which owns 78% of Yancoal Australia, had made the commitment in 2009 to complete its 3.5 billion Australian dollar (US$3.2 billion) takeover of Felix Resources Ltd.
- [By Belinda Cao]
Yanzhou Coal Mining Co. (YZC), China�� fourth-largest coal producer, lost 3.6 percent last week to $10.33. The company posted its eighth weekly slump, the longest stretch of declines since August 1998. Bank of America Corp. cut the stock to the equivalent of sell from neutral May 3.
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