The concept of diversity, when talking about a company�� activities, is a sword with two edges. When performance hits the fan, diversity can turn into an advantage as only one segment can be affected. However, diversification can curtail winnings during a moment of bonanza. In other words, a company with five segments will see a relative smaller impact in overall performance than a company with activities in a single segment, when that segment experiences an abnormal growth. Hence, with a recovering construction market in the US and declining prices for mined commodities, a comparison between Caterpillar (CAT) and Terex (TER) is all the more relevant.
Fronting the Headwinds
Caterpillar has been hit hard by declining commodity prices, as mining companies decided to delay or halt the purchase of new equipment. Also, miners delayed scheduled services and replaced original equipment parts for lower-cost options, i.e. generic. The compounded effect on overall performance manifested on a 10% year-over-year decline in revenues. A reality confronted through a block of cost reduction policies.
Top Construction Material Stocks To Watch For 2015: Silicom Ltd(SILC)
Silicom Ltd. engages in the design, manufacture, marketing, and support of connectivity solutions for a range of servers and server based systems in the North America, Europe, and internationally. The company primarily offers high-end server networking cards with and without bypass that are known as server adapters. Its server adapters are used in various applications that include security appliances, wide area network optimization appliances, load balancing and traffic management appliances, network-attached storage, video on demand servers, content delivery servers, Internet service providers/Web hosting, and high end computing. Silicom Ltd. also offers intelligent and programmable cards, such as encryption acceleration cards and redirector cards; intelligent stand alone bypass units; 10 Gbps products with and without bypass; and server to appliance converters. It markets its products through original equipment manufacturers, distributors, and resellers. The company was founded in 1987 and is based in Kfar Sava, Israel.
Advisors' Opinion:- [By Lisa Levin]
Silicom (NASDAQ: SILC) jumped 33.10% to $61.88 as the company announced upbeat quarterly results.
Netflix (NASDAQ: NFLX) moved up 16.86% to $389.98 after the company reported better-than-expected fourth-quarter results.
Top 5 Up And Coming Stocks To Own For 2014: Aware Inc.(AWRE)
Aware, Inc. supplies various products for the biometrics and digital subscriber line (DSL) service assurance industries primarily in the United States and Germany. It provides biometrics software products, including software development kits (SDKs); BioComponents; biometrics services platform to build and deploy server-based biometric data processing and workflow solutions; universal registration client that performs various biometric data capture, analysis, matching, formatting, and hardware abstraction functions; URC Mobile for performing biometric enrollment, identification, and screening on mobile biometric devices; FormScannerSE and FormScannerMB for scanning and processing of inked fingerprint cards; Forensic Workbench for the categorization, processing, and standards-compliant formatting of biometric images and demographic data; and WebEnroll for browser-based enrollment of biographic data, fingerprints, and facial images. The company also offers medical imaging pro ducts comprising AccuRad ImageShare server that provides viewing of medical images; AccuRad REM server, which collects radiation exposure estimation data, and then stores and analyzes the data to calculate exposure information; and AccuRad SDKs. In addition, it offers advanced imaging products, such as ArchivePack to store and distribute digital imagery; JPEG 2000 image compression software; and SeisPact for the storage and satellite transmission of seismic data from ships. Further, the company provides DSL service assurance products consisting of DSL diagnostics and management software; and DSL test modules for integration into DSL testhead and test set equipment. Additionally, it sells and/or licenses patents that are related to communications, signal processing, and compression technologies. The company serves governments and corporate customers through systems integrator, OEM, and direct sales channels. Aware, Inc. was founded in 1986 and is headquartered in Bedford, Mas sachusetts.
Advisors' Opinion:- [By Garrett Cook]
In trading on Friday, technology shares were relative leaders, up on the day by about 0.15 percent. Top gainers in the sector included Aware (NASDAQ: AWRE), up 15.9 percent, and Progress Software (NASDAQ: PRGS), up 10.5 percent.
- [By Garrett Cook]
In trading on Friday, technology shares were relative leaders, up on the day by about 0.31 percent. Top gainers in the sector included Aware (NASDAQ: AWRE), up 15.4 percent, and Progress Software (NASDAQ: PRGS), up 7.7 percent.
- [By Garrett Cook]
In trading on Friday, technology shares were relative leaders, up on the day by about 0.31 percent. Top gainers in the sector included Aware (NASDAQ: AWRE), up 15.4 percent, and Progress Software (NASDAQ: PRGS), up 7.7 percent.
Top 5 Up And Coming Stocks To Own For 2014: Standard Motor Products Inc (SMP)
Standard Motor Products, Inc. (Standard Motor Products) is an independent manufacturer and distributor of replacement parts for motor vehicles in the automotive aftermarket industry, with a focus on the original equipment service market. The Company operates in two segments: Engine Management Segment and Temperature Control Segment. The Engine Management Segment manufactures ignition and emission parts, ignition wires, battery cables and fuel system parts. The Temperature Control Segment manufactures and remanufactures air conditioning compressors, air conditioning and heating parts, engine cooling system parts, power window accessories, and windshield washer system parts. In January 2014, the Company acquired the assets of Pensacola Fuel Injection, a privately-held company.
The Company�� customers consist of warehouse distributors, such as CARQUEST Corporation and NAPA Auto Parts, as well as auto parts retail chains, such as Advance Auto Parts, Inc., AutoZone, Inc., O��eilly Automotive, Inc., Canadian Tire Corporation and Pep Boys. Its customers also include national program distribution groups, such as Federated Auto Parts, Inc., All Pro/Bumper to Bumper (Aftermarket Auto Parts Alliance, Inc.), Automotive Distribution Network and The National Pronto Association, and specialty market distributors. The Company distributes parts under its own brand names, such as Standard, BWD, Intermotor, GP Sorensen, TechSmart, OEM, Four Seasons, Factory Air, EVERCO, ACi, Imperial and Hayden and through private labels, such as CARQUEST, O��eilly Import Direct and Master Pro, NAPA Echlin, NAPA Temp Products and NAPA Belden.
Engine Management Segment
The Company manufacture a line of engine management replacement parts including, electronic ignition control modules, fuel injectors, ignition wires, voltage regulators, coils, switches, emission sensors, EGR valves, distributor caps and rotors and other engine management components primarily under its brand names Standard, BWD! , Intermotor, OEM, TechSmart and GP Sorensen, and through private labels, such as CARQUEST, O��eilly Import Direct and Master Pro, NAPA Echlin and NAPA Belden. In its Engine Management Segment, replacement parts for ignition, emission control and fuel systems accounted for approximately 60% of the Company�� revenues during the year ended December 31, 2011.
Vehicles are factory-equipped with computer-controlled engine management systems to control ignition, emission and fuel injection systems. The on-board computers monitor inputs from many types of sensors located throughout the vehicle, and control a myriad of valves, injectors, switches and motors to manage engine and vehicle performance. Electronic ignition systems enable the engine to operate with improved fuel efficiency and reduced level of hazardous fumes in exhaust gases. Wire and cable parts accounted for approximately 12% of the Company�� revenues during 2011. These products include ignition (spark plug) wires, battery cables and a range of electrical wire, terminals, connectors and tools for servicing an automobile�� electrical system. The component of this product line is the sale of ignition wire sets.
Temperature Control Segment
The Company manufactures, remanufactures and markets a line of replacement parts for automotive temperature control (air conditioning (AC) and heating) systems, engine cooling systems, power window accessories and windshield washer systems, primarily under its brand names of Four Seasons, EVERCO, ACi, Hayden, Factory Air and Imperial, and through private labels, such as CARQUEST, NAPA Temp Products and Murray.
The product groups sold by its Temperature Control Segment are new and remanufactured compressors, clutch assemblies, blower and radiator fan motors, filter dryers, evaporators, accumulators, hose assemblies, expansion valves, heater valves, AC service tools and chemicals, fan assemblies, fan clutches, engine oil coolers, transmission coolers, wind! ow lift m! otors, motor/regulator assemblies and windshield washer pumps. The Company�� temperature control products accounted for approximately 27% of the Company�� revenues during 2011.''
The Company competes with ACDelco, Delphi Automotive PLC, Denso Corporation, Robert Bosch Corporation, Visteon Corporation, NGK/NTK, General Cable, Prestolite, United Components, Inc, ACDelco, Delphi Automotive PLC, Denso Corporation, Sanden International, Inc., Continental AG and Vista-Pro Automotive, LLC.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Standard Motor Products (NYSE: SMP ) , whose recent revenue and earnings are plotted below. - [By Jeremy Bowman]
What: Shares of Standard Motor Products (NYSE: SMP ) weren't looking up to snuff today, falling as much as 10% today after Goldman Sachs downgraded the entire U.S. auto sector and lowered its rating on Standard form "neutral" to "sell."
Top 5 Up And Coming Stocks To Own For 2014: Fly Leasing Limited (FLY)
Fly Leasing Limited leases commercial jet aircraft worldwide. The company purchases and leases commercial aircraft under multi-year contracts to various airlines. It owns 106 aircraft. The company was formerly known as Babcock & Brown Air Limited and changed its name to Fly Leasing Limited in June 2010. Fly Leasing Limited was founded in 2007 and is headquartered in Dun Laoghaire, Ireland.
Advisors' Opinion:- [By Selena Maranjian]
FLY Leasing (NYSE: FLY ) is also among the high dividend stocks focused on leasing. The company leases commercial jets to airlines. Based in Ireland, it offers an attractive proposition to airlines, leasing them newer, more fuel-efficient planes, and helping them avoid the major expense of buying new aircraft. FLY Leasing's dividend took a tumble in 2009, from $0.50 per quarter to $0.20, but it got a 10% bump in 2012, and recently yielded 5.4%. Its payout ratio is also below 50%, affording room for growth. The stock seems quite attractively priced, too, with a recent P/E ratio of 7.4 and a forward P/E of not much more than 4. It's not growing as rapidly as some peers, but it is growing, and is also carrying relatively less debt than various peers and working on paying it down.
- [By Rich Duprey]
Aircraft-leasing specialist�FLY Leasing (NYSE: FLY ) announced today its second-quarter dividend of $0.22 per share, the same rate it's paid for the past four quarters after raising the payout 20%, from $0.20 per share.
- [By Rich Smith]
Airbus and Boeing might be in line for new orders from aircraft leasing company FLY Leasing (NYSE: FLY ) , which announced Monday that it has increased the size of its�aircraft acquisition�facility -- financing for aircraft purchases -- from $250 million to $450 million.
- [By Marc Bastow]
Global aircraft lessor Fly Leasing (FLY) raised its quarterly dividend 13% to 25 cents per share, payable Feb. 20 to shareholders of record Jan. 30.
FLY Stock Dividend Yield: 6.08%
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