Tuesday, March 10, 2015

Top Diversified Bank Companies To Own In Right Now

In the larger context of offshore energy equipment companies, Cameron's (NYSE:CAM) weak second quarter wasn't unique. Even so, this was the second straight weak quarter at Cameron, and with these stocks trading off of orders (which came up about 20% light) that's a problem. While I continue to believe that Cameron is gearing up for a period of significant revenue, margin, and order growth, I won't pretend that execution risks are now front and center with this story. So though the shares continue to look undervalued, the above-average likely volatility doesn't make them suitable for all investors.

A Disappointing Quarter, But Not A Disaster
Cameron reported annual and sequential revenue growth of 11% and 8%, respectively, for the second quarter and that was only slightly below expectation. Both the drilling/production and valves/measurement units saw sequential growth (13% and 3%, respectively), while the process/completion business was down both year-on-year and quarter-on-quarter (-7% and -4%).

Top Medical Stocks To Invest In Right Now: Herman Miller Inc.(MLHR)

Herman Miller, Inc. engages in the research, design, manufacture, and distribution of interior furniture systems, products, and related services worldwide. It also provides modular systems under the Action Office, Canvas Office Landscape, Ethospace, Resolve, My Studio Environments, and Vivo Interiors brand names; seating products under the Embody, Aeron, Mirra, Setu, Celle, Equa, and Ergon brand names; and storage products under the Meridian and Tu brand names. In addition, the company offers wooden casegoods under the Geiger brand name; freestanding furniture products under the Abak, Intent, Sense, and Envelop brand name; and ergonomic solutions. It markets its products for office, healthcare, industrial, educational, and residential settings through its sales staff, own dealer network, independent dealers and retailers, and independent contract office furniture dealers, as well as through Internet. The company was founded in 1905 and is based in Zeeland, Michigan.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Shares of Herman Miller Inc. (MLHR) �rose 6% to $30.44 on moderate volume after the company reported adjusted fiscal third-quarter earnings of 34 cents a share on revenue of $455.9 million. Analysts expected 34 cents a share on revenue of $457.6 million.

Top Diversified Bank Companies To Own In Right Now: Xyratex Ltd.(XRTX)

Xyratex Ltd provides modular solutions for the enterprise data storage industry and hard disk drive (HDD) capital equipment for the HDD industry. It offers enterprise data storage solutions that include storage enclosures, which provide a common technology platform that reduces qualification time for original equipment manufacturer (OEM) customers and includes management interface software, standardized across enclosures, and provides easy integration as new platforms; integrated application platforms that comprise embedded storage platforms, which incorporate embedded server modules into its storage enclosures; and HPC Solutions that consolidate controllers, storage enclosures, application platforms, operating system, data protection, Lustre File System, and management software into a optimized scale-out storage platform that can be deployed in hours rather than weeks. The company also designs and manufactures a range of process test systems, which incorporate mechanical and electronic hardware, and firmware for controlling the HDD operating environment during the formatting of the disk drive. In addition, it provides automated solutions comprising substrate and media inspection systems; servo track writers and related subassemblies; and head testing systems that test and process HDD components throughout the manufacturing process. The company markets and sells its products primarily to OEMs and disk drive manufacturers, as well as to other companies in North America, Asia, and Europe. Xyratex Ltd was founded in 1966 and is headquartered in Havant, the United Kingdom.

Advisors' Opinion:
  • [By Monica Gerson]

    Xyratex (NASDAQ: XRTX) reported a drop in its third-quarter profit. However, the company issued downbeat forecast for the fourth quarter. Xyratex shares tumbled 7.83% to $11.06 in the after-hours trading session.

Top Diversified Bank Companies To Own In Right Now: Urban Outfitters Inc.(URBN)

Urban Outfitters Inc. operates lifestyle specialty retail stores under the Urban Outfitters, Anthropologie, Free People, Terrain, and BHLDN brand names in the United States, Canada, and Europe. Its Urban Outfitters stores sell women?s and men?s fashion apparel, footwear, accessories, and gifts, as well as apartment wares, such as rugs, pillows, shower curtains, books, candles, and novelties to young adults aged 18 to 28; and Anthropologie stores provide women?s casual apparel and accessories, shoes, gifts, and decorative items, as well as home furnishings, including furniture, rugs, lighting, antiques, table top items, and bedding to women aged 28 to 45. The company?s Free People stores primarily offer Free People branded merchandise mix of casual women?s apparel, intimates, shoes, accessories, and gifts to young contemporary women aged 25 to 30; Terrain store provides lifestyle home and garden products, antiques, live plants, flowers, wellness products, and accessori es, as well as landscape and design service solutions; and BHLDN store offers a range of weeding collections consisting of wedding gowns, bridesmaid frocks, party dresses, assorted jewelry, headpieces, footwear, lingerie, and decorations. As of January 31, 2012, it operated 197 Urban Outfitters stores, 168 Anthropologie stores, 62 Free People stores, 1 Terrain garden center, and 1 BHLDN store. The company also operates a wholesale business under the Free People brand name that distributes apparel to other retailers and department stores in the United States. In addition, it markets its brands directly to consumers through its e-commerce Websites, including urbanoutfitters.com, anthropologie.com, freepeople.com, urbanoutfitters.co.uk, urbanoutfitters.de, urbanoutfitters.fr, anthropologie.eu, shopterrain.com, and bhldn.com, as well as through its Urban Outfitters, Anthropologie, and Free People catalogs. The company was founded in 1970 and is based in Philadelphia, Pennsylvani a.

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

    Urban Outfitters Inc.(URBN) said its fiscal fourth-quarter profit improved 7.4% as the clothing retailer posted a rise in sales, though the company’s namesake brand continued to struggle causing the retailer to issue a light warning about the current quarter’s performance. Shares dropped 4% to $36 premarket.

  • [By Grace L. Williams]

    Who doesn�� love a little ambition, right, especially from a retailer like Urban Outfitters (URBN)?

    Herbert Hoover, for instance, promised voters �� chicken in every pot��if he was elected. And, although this comparison we��e about to make is a massive reach (stay with us!) at its Analyst Day, Urban Outfitters management�outlined expansions that it said will double sales over the next five years.

    Spoiler alert: It includes an Anthropologie for every living room.

    Urban Outfitters, the popular clothing, accessories and ��tuff��retailer, which boasts Free People in addition to its namesake and Anthropologie brands, acknowledged that it has had a rough latest 12 months, but outlined several plans going forward that will bolster the brands. Product and service expansion, enhancing the customer experience and growing distribution were at the top of the list, as noted by Stifel Financial analyst Richard Jaffe.

    Noting that the company plans to revamp each of its segments, analyst Ike Boruchow of Sterne, Agee & Leach noted that the Anthro segment will cut apparel from 70% of its offerings to about 50% and refocus on home furnishings. Boruchow writes:

    The plan for the home category is to make it a destination to outfit entire rooms (versus the prior focus on accent pieces and gifting), and the new registry service (soft-launched last week with a strong response from customers) aligns nicely with both the broadened home assortment and the BHLDN bridal sub-brand.

    Still, Boruchow remained cautious and his caution was echoed by Jaffe:

    The key theme of today�� Urban Outfitters Inc. analyst day was growth. Urban Outfitters��goal is to double top-line sales by 2020 while remaining one of the most profitable companies in the sector. To achieve this, the strategy is simple; however the execution will be complex.

    Looks like investors are digging Urban�� style this afternoon, as shares have risen 1.6%

  • [By Jayson Derrick]

    Urban Outfitters (NASDAQ: URBN) said last night that negative retail comps have continued. As such, the company said that it believes gross profit margin may de-leverage for the third quarter at a rate higher than it experienced in the first half of the year. Shares hit new 52-week lows of $29.11 before closing the day at $29.62, down 14.29 percent.

  • [By Rich Bieglmeier]

    Urban Outfitters Inc. (URBN) plans to announce third quarter results on Monday, November 18, 2013. A conference call is scheduled for 5:00 p.m. ET to discuss the results and business environment.

Top Diversified Bank Companies To Own In Right Now: RetailMeNot Inc (SALE)

RetailMeNot Inc., incorporated on September 17, 2007, operates digital coupon marketplace, connecting consumers with retailers and brands. As of December 31, 2012, the Company had contracts with more than 10,000 paid retailers. The Company owns and operates digital coupon Websites in the United States (RetailMeNot.com) and the United Kingdom (VoucherCodes.co.uk). The Company�� Websites, mobile applications, e-mail newsletters and alerts and social media presence enable consumers to search for, discover and redeem digital coupons from retailers and brands. Its marketplace features digital coupons across multiple product categories, including clothing; electronics; health and beauty; home and office; travel, food and entertainment; personal and business services; and shoes. It aggregates digital coupons from retailers, performance marketing networks, its user community, its employees and outsourced providers.

Products and Services for Consumers

The Company�� product development approach is centered on building products that enable consumers to discover quality digital coupons, virtually anytime and anywhere, and redeem them online or in-store. The Company�� products and services for consumers are available through its Websites and mobile applications. The Company offers its consumers digital coupons from retailers and brands across multiple product categories. Consumers visiting its marketplace search for and discover digital coupons based on retailer name, product, category, digital coupon type, popularity, success rate and other characteristics. Once a consumer discovers a relevant digital coupon, the consumer clicks on that digital coupon and is directed to the Website of the respective retailer, where the consumer is able to purchase products and redeem the digital coupon.

The Company�� mobile applications allow consumers to shop when they want, where they want. Consumers use its mobile applications to discover, store for use later and access the digit! al coupons they want and to redeem them both online and in-store. They can browse top digital coupons, stores and product category listings. Its mobile applications allow users to share digital coupons with others through e-mail, text message or through social media channels. In addition, utilizing location-based technology, the RetailMeNot iPhone application notifies consumers of savings opportunities when they are shopping near one of 575 geo-fenced shopping malls by sending consumers alerts for digital coupons that can be used in these malls. Consumers can redeem these digital coupons by scanning the barcode at the retailer�� register or by having the sales associate enter the promotional code shown on the consumer�� mobile screen into their point-of-sale system.

Using the Company�� geo-location technology, users that opt in receive an alert when they are near a shopping mall. The alert lists digital coupons that can be redeemed at certain stores within that mall. The mobile application also allows consumers to discover and redeem digital coupons online and to find nearby stores where the digital coupon can be utilized. Consumers can subscribe to receive its periodic e-mail newsletter and alerts. Its e-mail newsletter allows consumers to stay informed about featured digital coupons, while its alerts notify consumers when digital coupons from their preferred retailers become available. As of March 31, 2013, it had over nine million subscribers to its free e-mail newsletters and alerts.

Consumers can engage with the Company on social media channels, such as Facebook, Google+, Pinterest and Twitter, to receive promotional messages from retailers and brands. In addition, it engages consumers through social and gamification features in the Community section of RetailMeNot.com, including the ability to earn points, track dollars users have helped others save, view rankings, earn badges and win prizes.

Products and Services for Retailers

The Company ! provides ! retailers and brands with access to new customers through multiple channels online on its Websites and mobile applications, by e-mail newsletters and alerts and its social media presence, and in-store by displaying a digital coupon on a mobile device or presenting a printed coupon. It allows retailers to provide digital coupons across these multiple channels. It provides its paid retailers with a range of paid placement opportunities. Its placement opportunities include placement within the top coupon carousel of its homepage, the side rail of its category pages, its weekly e-mail newsletter, solo retailer newsletter campaigns and on the landing screen of its mobile applications. It charges a fee for these advertising tools on a campaign basis for a given period of time.

The Company competes with dealspl.us, bradsdeals, dealnews, savings.com, Tech Bargains and Coupon Cabin.

Advisors' Opinion:
  • [By gurujx]

    RetailMeNot Inc (SALE) Reached the 3-year Low of $25.91

    The prices of RetailMeNot Inc (SALE) shares have declined to close to the 3-year low of $25.91, which is 35.4% off the 3-year high of $39.50.

Top Diversified Bank Companies To Own In Right Now: Nordstrom Inc.(JWN)

Nordstrom, Inc., a fashion specialty retailer, offers apparel, shoes, cosmetics, and accessories for women, men, and children in the United States. It offers a selection of brand name and private label merchandise. The company sells its products through various channels, including Nordstrom full-line stores, off-price Nordstrom Rack stores, Jeffrey? boutiques, treasure & bond, and Last Chance clearance stores; and its online store, nordstrom.com, as well as through catalog. Nordstrom also provides a private label card, two Nordstrom VISA credit cards, and a debit card for Nordstrom purchases. The company?s credit and debit cards feature a shopping-based loyalty program. As of September 30, 2011, it operated 222 stores, including 117 full-line stores, 101 Nordstrom Racks, 2 Jeffrey boutiques, 1 treasure & bond store, and 1 clearance store in 30 states. The company was founded in 1901 and is based in Seattle, Washington.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Thursday

    Earnings Expected From: Wal-Mart (NYSE: WMT), Nordstrom (NYSE: JWN), Kohl�� (NYSE: KSS), Flowers Foods (NYSE: FLO) Economic Releases Expected: �US industrial production, US CPI, eurozone GDP, eurozone CPI, German GDP, French GDP

    Friday

  • [By Steve Symington]

    Meanwhile, as fellow Fool Andrew Marder just pointed out, competitors Nordstrom (NYSE: JWN  ) and Macy's (NYSE: M  ) have remained solidly profitable, and both just posted comparable-store sales increases of 0.8% and 3.8%, respectively. Macy's, for its part, even saw earnings per share rise 28% year over year during its most recent quarter. In addition, both Macy's and Nordstrom sport reasonable price-to-earnings ratios below 17, and they offer solid 2% dividends to keep long-term investors happy.

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