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Comment.. July 8th, 2014. What's making US economy a world beater? 5 factors (Chron blog)

 

Comment.. July 8th, 2014.  The housing market is a "crapshoot" now, according to one of America's leading real estate experts.  (CNN)

 

Potential Value. July 7th, 2014. Trading near to 52 week lows is it time to take another look at Bed Bath and Beyond? (Fool article)

 

Comment.. July 7th, 2014. Can 2H Earnings Meet the Street's Lofty Expectations? (USA TodayFox Article)

 

Earnings Report. July 4th, 2014. Greenbrier Cos Inc raised its full-year earnings forecast after reporting a better-than-expected quarterly profit, helped by increased deliveries. (Reuters)

 

Earnings Report. July 4th, 2014. Bassett earnings jump 30% as sales rise 4.9%. (Furniture Today)

 

Earnings Report. July 3rd, 2014. Paychex reported its fourth quarter earnings (fiscal year ends May 31) on July 1, posting 9% year-on-year growth in total revenues to reach $639 million. Net income and earnings per share grew 18%. (Forbes)

 

Earnings Report. July 2nd, 2014. Constellation Brands reported outstanding first-quarter fiscal 2015 results on Jul 2, wherein earnings jumped nearly threefold to $1.07 per share from 38 cents.
Net sales more than doubled and the company raised its forecasts for fiscal 2015. (Zacks)
 

Earnings Report. July 1st, 2014. Nike's net income from continuing operations rose to $698 million, or 78 cents per share, in the fourth quarter ended May 31, up from $690 million, or 76 cents per share, a year earlier. Revenue from continuing operations rose 13 percent to $7.43 billion, excluding the impact of currency fluctuations. (CNBC)

 

Earnings Report. June 30th, 2014. For the quarter ended May 30, Steelcase posted a profit of $21 million, or 17 cents a share, compared with $13.2 million, or 10 cents a share, a year earlier. Revenue rose 8.4% to $723.1 million. (MarketWatch)

 

Strong Growth. June 28th, 2014. Over the past five years, Blackstone has grown EPS at an astounding 30.47% annually. With a rapidly growing market and industry, as well as significant competitive advantages, Blackstone's revenues should continue to grow almost as rapidly over the next five years. Currently, the stock has a P/E TTM of 15.3 and looks low in comparison to peers (SA article)

 

Earnings ReportJune 27th, 2014.  Winnebago earnings up 48%, shares soar (DesMoines article, Benzinga article)

 

Strong Growth. June 27th, 2014. eBay shares are languishing near 52-week lows but its marketplaces segment continues to attract buyers and sellers with revenues increasing 14% year over year to $4.26 billion and PayPal grew 19% revenues last quarter. The company is trading on a low valuation compared to its growth trajectory and future earnings estimates. Additionally, a large share repurchase authorization in place means investors may start bidding higher for this auction stock. (Fool article, SA article)

 

Potential Value. June 26th, 2014.  EZCorp reported poor operating results in 2013 with first-quarter results that put further doubt into investors' minds. As a result the stock is down around 40% and is trading on 8.2 times forward earnings. However, SA article argues this may prove to be a good entry point as operating margins should receive a boost as gold prices stabilize and the company moves back towards retailing over scrapping.

  

Strong Growth. June 26th, 2014. With the housing market recovering, Lennar has been improving; sales are up substantially and margins are close to record highs. The biggest driver of future earnings will come from the new multifamily rental segment which is reported to have a geographically diversified pipeline exceeding $4 billion and 17,000 apartments. With historic earnings growth of over 40% and forecast growth of 29% the current PE of 19 looks quite appealing. (SA article, Yahoo Finance)
  

CommentJune 26th, 2014.  With Google offering new low cost domain registering service investors should think carefully before buying into GoDaddy IPO with $1 billion of debt and three years of operating losses (Fool article, TheStreet)

 

Potential Value. June 26th, 2014.  Chicago Bridge and Iron (the design, maintainance and construction company) has seen its stock price decline by around 26% in price from $89 to its current $65.57 following a research report claiming CBI's accounting practices for acquiring Shaw Industries were fraudulent. However some investors may take comfort that Warren Buffett is a stockholder who has acquired almost 10 million shares after the Shaw acquisition and presumably was aware of the accounting policies. At the lower levels the company is priced on around 13 times forward earnings with EPS forecast to grow strongly as the US economy recovers and capital expenditures on infrastructure upgrades increase. (GuruFocus article, Yahoo Finance)

 

Strong Growth. June 25th, 2014. Blackberry returned to profitability last month beating consensus forecasts and reporting good progress on strategies to turn the company around.  These included the planned November launch of the Passport phablet, the successful launch of the new Z3 smartphone, strong demand for BES 12 software and the partnership with Amazon that will strengthen Blackberry's poor app store offering. The company appears to be making the right moves and analysts are rewarding it with forecast annual EPS growth of 18% over the next 5 years. (SA article, Fool, Yahoo Finance)

  

Earnings ReportJune 25th, 2014.  Allergan Inc, seeking to win over shareholders as it fights a hostile takeover offer from Valeant Pharmaceuticals International Inc,plans to raise its earnings outlook. In May, Allergan said it expected full-year 2014 earnings of between $5.64 and $5.73 per share. Since then, Allergan has set targets for lower spending and committed to increasing adjusted earnings by 20 percent annually and to generate $14 billion in free cash flow in the next five years. Chief Executive Officer of the Botox maker David Pyott said on Monday the offer was "grossly inadequate." (Fox article, LA times, NY times)

  

Strong Growth. June 25th, 2014. Keurig Green Mountain is priced on 35 times historic earnings with annual EPS growth of over 60% in recent years (Yahoo Finance).  However the stock price may have someway to go yet if the new cold capsule partnership with Coca-Cola can open up new markets (Fool article).

 

CommentJune 25th, 2014.  The big question -- why is Herbalife valued so lowly? (Wall Street Cheat Sheet article)

 

Potential Value. June 24th, 2014.  With the stock price 25% below year highs La-Z-Boy is trading on 16.4 times earnings having seen annual EPS growth of 29.5% over the past five years (Yahoo Finance). With good growth forecast for 2014/15 the question needs to be asked is La-Z-Boy too cheap for comfort? (Fool article)

 

Earnings ReportJune 24th, 2014.  Carnival Cruise Lines sailed past Wall Street's expectations for the company's second quarter earnings and said that bookings for the remainder of 2014 are ahead of last year's pace. (USA Today

 

Potential Value. June 24th, 2014.  3 Perfect Value Stocks To Buy Now. (SA article

 

CommentJune 24th, 2014.  7 Books you should read this summer (Fool article)

 

Earnings Report. June 24th, 2014.  Micron Technology Inc beat expectations after hours and said pent up demand for personal computers is bolstering demand for its DRAM chips. Excluding items, Micron earned 79 cents per share. Analysts on average expected third-quarter earnings of 69 cents per share and the result compared to EPS of 4 cents a year earlier. (Reuters) (MarketWatch)

 

Strong Growth. June 24th, 2014. Support.com has reported losses for 4 out of the last 5 years.  However if you look closer, you can see that the company has grown revenues significantly faster than operating expenses until the company became profitable in 2013. The success is due to household technology becoming increasingly complex which has resulted in strong growth for Support.com's services. The company is a micro cap that predominantly operates in the technology support services market. Growth in complexity and connectivity - sometimes called the Internet of Things - is forecast to continue with spending growth estimated between 8% and 30%. Support.com could well benefit from such a trend and Zacks recently upgraded the stock from a Neutral to Outperform rating with a target price of $2.80 (current price $2.46). (SA article) (WKRB)

 

Potential Value. June 24th, 2014.  Alaska Communications Systems appears attractive with the company's current share price down over 50% from its 52-week high and down over 80% from its 3-year high -- providing an attractive 23% forward free-cash-flow yield when using the company's forward guidance. (SA article)

 

Strong Growth. June 23rd, 2014. American Express is doing all the right things. The company has been growing revenues by almost 10%, EBIT by 20% and EPS by 33.45% annually over the last 5 years (Gurufocus, Yahoo Finance) but has also tackled spiraling operating costs which, having grown rapidly in 2011 and 2012, were flat in 2013 and fell by 4% in the first quarter 2014. Additionally the company should benefit from a strengthening US economy and lower unemployment (Fool article). Valued at 18.9 times historic earnings looks reasonable for a company possessing a worldwide brand and the company one of Mr Buffett's favorites with Berkshire Hathaway holding a 14.2% position at year end 2013. (USA Today)

 

Potential Value. June 23rd, 2014.  Alaska Air has added a Seattle to Florida route to its portfolio this month and plans to begin new nonstop service before summer's end to Baltimore, Detroit and Albuquerque. Trading on 13.25 times forward earnings Alaska is forecast to grow EPS by 13.3% annually over the next 5 years. Admittedly slower than the historic growth rate of 35% but still pretty good.  (News Tribune) (TBO article)

 

Strong Growth. June 23rd, 2014. Air Lease Corporation has been growing at a scorching pace with the company now owning a fleet of 200 aircraft and 327 aircraft on order through 2023. The company has leveraged to grow, but the coverage metrics are comfortable with an EBITDA interest coverage ratio of 4.2 and an operating cash flow to interest coverage of 3.5. The company trades on a forward forecast earnings multiple of 16.8 compared to forecast annual EPS growth of 29.15%. (Fool article) (Zacks article)

 

Potential Value. June 22nd, 2014.  Intel has raised its revenue guidance as sales of computers for businesses have been stronger than expected (ABC news). This is coupled with a growing server business (MSN article) and expansion into rapidly growing mobile with Samsung (the biggest smartphone manufacturer) using Intel chips in their latest smartphone (Oregon Live). Trading on 14.3 times 2015 forecast earnings is below historic multiple of 16.2 (Yahoo Finance).

 

 Comment. June 22nd, 2014.  Never pay someone to actively manage your portfolio. Study after study has demonstrated that on average, passive index funds outperform actively managed funds. The evidence is overwhelming. Even your cat can do better. (SA article)

 

Strong Growth. June 22nd, 2014. Dollar Tree trades with a P/E of almost 18 and 15.4 based on analyst estimates of $3.14 and $3.63 for the fiscal years ending January 2015 and January 2016 respectively. The company currently has 5,000 Dollar Trees in the U.S. and Canada, but it is targeting a total of 8,000 in the two countries. (Fool1)  Dollar Tree believes the market can hold another 60% increase in its stores while simultaneously growing sales in each store more. It is finding ongoing sustainable success by adding perishable food, especially refrigerated and frozen goods, which has already been successful with competitors. The company also still owns a chain of non-dollar stores called Deal$ that will help it penetrate the urban, higher-price-point market as it expands in this area. Deal$ does not have the $1 price tag restriction that the Dollar Tree chain has, and it allows Dollar Tree to compete with Family Dollar Stores and Dollar General directly within cities. (Fool2)

 

Strong Growth. June 21st, 2014. Trading on a forward PE of 10, Female Health Company (FHCO) is a remarkably profitable company with very high and stable margins, no debt, market share of close to 100% for its main and only product and exponential growth rates the last couple of years with a very high probability of even higher growth rates the next couple of years. (SA article)

 

Insider Purchase. June 21st, 2014.  Six insiders buy BTB Real Estate Investment Trust at a stock price below book value.  (SA article)

 

Earnings Report. June 21st, 2014.  CarMax reports soaring first quarter profits which increased by almost 19% as revenues grew 13.3%. Comparable sales were up 3.4%, transaction prices up 3% and finance revenues up 9%. (Fool article) (Americas Markets)

 

 Potential Value. June 21st, 2014. Trading on a forward PE of 9.9 Xerox looks cheap compared to peers.  Concerns about its copier business exist but Xerox is no longer just a copier company. The company has been diversifying over the years into other businesses such as digital document storage businesses and IT. Xerox also manages databases, networks, data backup, digital infrastructure, cloud storage and centralized print services for other organizations. (Fool article) (Democrat and Chronicle)

 

Potential Value. June 20th, 2014. Oracle's stock price plummeted as revenues missed forecasts and earnings missed by a whisker. However the company is off to a great start in its transition to a cloud based subscription model. Software and cloud revenues were up 4% to $8.9 billion but the platform and software as a service business grew 25% and, combined with cloud, is approaching a $2 billion annual run rate. Currently the second largest in the industry and one of the more profitable, Oracle has made bullish statements about gunning for the number one position. Maybe missing forecasts by a cent (excluding Venezualan FX impact) is not so important. (Fool article) (Computerworld article) (CNBC)
 

Earnings Report. June 20th, 2014.  Earnings rise 4% at Cincinnati grocer Kroger as revenue jumps 10%. "We are seeing strong positive indicators in shopping behavior," CEO Rodney McMullen said and added that Kroger's own customer research indicated that more customers perceive the economy to be in recovery. (Cincinnati Courier) (ABC News)  

 

Earnings Report. June 20th, 2014.  Blackberry shares jump 15% as first quarter per share losses come in at $0.11 compared to the forecast $0.26 and operating cash flow was a positive $302 million. Smartphone shipments improved to 1.6 million units from 1.3 million in the year-ago quarter. CEO John Chen said, "We are getting very close to making money" (Fool article) (BGR article).

 

Potential Value. June 19th, 2014.   OmniVision Technologies current share price of $23.44 which, excluding net cash per share of $7.63 and an estimated $2.76 representing its 15% stake in China Wafer Level CSP, is trading on 10 times forward earnings. This is in addition to strong demand driven by the proliferation of sensor requirements in smartphones, cars, and other devices. (SA article) (Watchlist News article)

  

Strong Growth. June 19th, 2014.  Strong growth at Lifeway Foods where demand for yogurt based pro-biotic health drinks has driven fairly consistent double digit revenue growth over the past decade. Profitability could receive a boost as milk prices trend down after peaking in April. (SA article) (Investor Ideas article)


Potential Value . June 19th, 2014.   Bed Bath and Beyond stock is down 24% on year highs as first quarter sales disappointed. EPS down 4.8% but with one week less in the accounting period there were 7.7% less trading days. Valued on a PE of 13 with consensus annual EPS growth forecasts at 9.3%. (Fool article) (Second Fool article)

 

Earnings Report. June 19th, 2014.  Fedex earnings jump due to lower costs and e-commerce.  The company reported EPS of $2.46 compared to last years result of $0.95 which included a $1.18 business realignment charge.  Full year guidance was $8.50 to $9.00 EPS. (Forbes article) (MarketWatch article)

 

Earnings Report. June 19th, 2014.  Earnings expected to increase for Oracle. (Forbes article) 

  

Potential Value. June 18th, 2014.   Potential value at Broadvale with zero debt and $46 million cash compared to a market capitalisation of $47.9 million. Non cash assets (mostly social networking and cloud computing businesses Clearvale and Vmoso) could be worth a further $100 million (SA article)

 

Strong Growth. June 18th, 2014.  Priced on almost 28 times earnings Michael Kors is not cheap but with historic annual EPS growth of over 100%, forecast annual growth of 24% and actual growth of 56% in its most recent quarter (YF article) it might not be expensive either. The company has impressive expansion plans and expects to open 500 new "shop-in-Shop" formats globally and 45 new retail outlets in North America in 2014. Additionally Kors reports increasing demand for luxury products and is confident the North American region can support 400 long term. All this is in addition to strong growth in emerging markets. (Fool article)

 

Earnings Report. June 18th, 2014.  Adobe earnings jump 16% as cloud subscriptions grow faster than expected. (Bloomberg) (MarketWatch) 

 

Insider Purchase.  June 18th, 2014. Three insiders purchase Rally Software after stock moves 70% lower from year highs (WKRB article) (SA article). 


Earnings Report. June 17th, 2014.  Amria Nature Foods, the Indian speciality rice company, stock price was up around 12% after the company reported strong earnings and revenue growth.  EPS rose to $0.47 from $0.24 and revenue increase 33%.  Karan A. Chanana, Amira's Chairman and Chief Executive Office said "We are focused on a dramatically increasing class of consumers in our home market, while also exploiting new opportunities around the world to further grow our business".   He continued, "Internationally, we have made key investments in core regions, including our acquisition of Basmati Rice GmbH which added to our positions in Germany and throughout Continental Europe. We continued to invest in the UK, increasing our marketing spend and building our presence to more than 3,000 distribution points, and in the US where we have nearly doubled our revenues over the past year."  In full year guidance the company said it expects revenue and adjusted EPS growth of more than 20% (Press Release)

  

Earnings Report. June 17th, 2014.  Nobility Homes, Inc. reports first six months of fiscal 2014, sales were up 61% to $11,608,235. Income from operations was $389,814 versus a loss of $55,749 last year.  According to the Florida Manufactured Housing Association, shipments in Florida for the period were up approximately 21%. (Article  

 

Insider Purchase.June 16th, 2014. Three insiders purchase Cascade Bancorp after stock moves 30% lower from year highs (SA article).  Purchase follows successful completion of Home Federal deal (Portland Journal

 

Potential Value. June 13th, 2014.   Recent years have been difficult for ODP. However the stock has risen to $5.45 and an article by Barron's suggests it could go further.  The company has cut costs anf restructuring should take out another 20%.  Further, the Business Solutions department is thriving.  It acounts for over 70% of profits and grew revenues 10% in 2013 (Fool article).  The company beat Q1 forecasts with strong outlook (Yahoo Finance)

 

Earnings Report. June 12th, 2014.  Restoration Hardware reports adjusted Q1 EPS growth of 200% to $0.18 as revenues soar 22% on top of 38% growth last year.  At the same time the high end retailer raised full year EPS guidance to $2.24 to $2.30 from $2.14 to $2.22.  (Forbes) (Press Release)  The company previously reported EPS of $0.45 for the full year ending January 2014.