On Thursday, IBM (NYSE: IBM ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever surprises inevitably arise. That way, you'll be less likely to have an uninformed, knee-jerk reaction that turns out to be exactly the wrong move.
As the most influential stock in the Dow Jones Industrials (DJINDICES: ^DJI ) , IBM gets plenty of attention not only from tech investors, but also by market watchers in general. As competition has increased, however, Big Blue has had to work increasingly hard to defend its turf and break new ground with its technology innovations. Let's take an early look at what's been happening with IBM over the past quarter and what we're likely to see in its quarterly report.
Stats on IBM
Analyst EPS Estimate
5 Best Electric Utility Stocks To Watch For 2015: Medical Marijuana Inc (MJNA)
Medical Marijuana Inc. (MJNA), incorporated on May 23, 2005, is the publicly held company vested in the medical marijuana and industrial hemp markets. The Company is comprised of a diversified portfolio of products, services, technology and businesses solely focused on the cannabis and hemp industries. These products range from patented based cannabinoid products, to whole plant or isolated high value extracts specifically manufactured and formulated for the pharmaceutical, nutraceutical and cosmeceutical industries. In March 2013, it sold certain equipment and inventory, web domain names, phone numbers, and all existing and pending agreements with hemp production and processing facilities to CannaVEST Corp.
The Company�� services are varied, ranging from medical clinic management to the capitalization and development of existing industry business and product leaders. Services include development of cannabinoid based health and wellness products, and the development of medical grade compounds. MJNA provides over 50 and patented cannabinoid delivery methods that are more socially and medically acceptable than smoking.
Advisors' Opinion:- [By John Udovich]
Small cap marijuana stocks Medical Marijuana Inc (OTCMKTS: MJNA), Cannabis Science Inc (OTCMKTS: CBIS), Medbox Inc (OTCMKTS: MDBX), Growlife Inc (OTCBB: PHOT) and HEMP, Inc (OTCMKTS: HEMP) were all surging by double digits yesterday thanks in part to legal sales of pot beginning in Colorado.
- [By James E. Brumley]
Wow. That didn't take long. It was only two days ago that marijuana stocks like Growlife Inc. (OTCBB:PHOT), Medical Marijuana Inc. (OTCMKTS:MJNA), Cannabis Science Inc. (OTCMKTS:CBIS), Medbox Inc. (OTCMKTS:MDBX), and Hemp, Inc. (OTCMKTS:HEMP) were all the rage, flying high on the heels of a new year... a new year in which marijuana was legalized (for one reason or another) in two more states. HEMP was up as much as 700% in less than three weeks at one point. MDBX gained 300% at the beginning of the year, when recreational marijuana began to be legally sold in Colorado. CBIS jumped 400% off of its December low. MJNA nearly doubled on the advent of new marijuana venues. PHOT soared more than 130% since the end of last year on the legalization of marijuana. It was, truthfully, some of the fastest big money that traders have ever made in the market.
Top 10 Consumer Service Companies To Own For 2014: Fluor Corporation(FLR)
Fluor Corporation, through its subsidiaries, provides engineering, procurement, construction, maintenance, and project management services worldwide. Its Oil & Gas segment offers design, engineering, procurement, construction, and project management services to upstream oil and gas production, downstream refining, chemicals, and petrochemicals industries. This segment also provides consulting services comprising feasibility studies, process assessment, and project finance structuring and studies. The company?s Industrial & Infrastructure segment offers design, engineering, procurement, and construction services to the transportation, wind power, mining and metals, life sciences, manufacturing, commercial and institutional, telecommunications, microelectronics, and healthcare sectors. Its Government segment provides engineering, construction, logistics support, contingency response, management, and operations services to the United States government focusing on the Departme nt of Energy, the Department of Homeland Security, and the Department of Defense. The company?s Global Services segment offers operations and maintenance, small capital project engineering and execution, site equipment and tool services, industrial fleet services, plant turnaround services, temporary staffing services, and supply chain solutions. Its Power segment provides engineering, procurement, construction, program management, start-up and commissioning, and operations and maintenance services to the gas fueled, solid fueled, plant betterment, renewables, nuclear, and power services markets. The company also offers unionized management and construction services in the United States and Canada. Fluor Corporation was founded in 1912 and is headquartered in Irving, Texas.
Advisors' Opinion:- [By Editor , ETFChannel.com]
CAT operates in the Construction sector, among companies like Deere (DE) which is up about 0.1% today, and Fluor (FLR) trading lower by about 0.6%. Below is a three month price history chart comparing the stock performance of CAT, versus DE and FLR.
- [By Ben Levisohn]
Deutsche Bank’s Vishal Shah and team consider the impact on Chicago Bridge & Iron, as well as Fluor (FLR), who had a competing bid:
While the award of Cameron LNG is clearly a positive for [Chicago Bridge & Iron], we believe this project could provide upside of $1.6B to our current new award estimate of $13.6B for 2014. Additionally, this project win further supports�[Chicago Bridge & Iron] as a leader in [liquefied natural gas] projects. The company is currently in the running for Golden Pass LNG ($10B), Anadarko Mozambique LNG ($15B, competing against FLR) and Russia Far East LNG ($15B), all of which will likely be awarded in 2015. As for [Fluor], our probability-weighted new award estimate for Cameron was $1.4B, which suggests that 2014 new awards could be $24.6B, vs. our current estimate of $26.0B.
- [By Rich Duprey]
South America has become an unsettled region to mine in. Newmont Mining (NYSE: NEM ) had its Peruvian Conga project brought to a short stop over environmental concerns, while Vale (NYSE: VALE ) recently abandoned an Argentinean project because of the country's policies.�Costs for Pascua-Lama have ballooned over the past decade and now stand at about $8.5 billion, putting it at risk of becoming an albatross around the miner's neck even before the court decision. Barrick even resorted to bringing in engineering specialist Fluor (NYSE: FLR ) to expand the scope of its project management before the court order.
Top 10 Consumer Service Companies To Own For 2014: RCS Capital Corp (RCAP)
RCS Capital Corporation, incorporated on December 27, 2012, is a holding company. The Company is engaged in the business of wholesale broker-dealer, investment banking and capital markets business, a transaction management services provider and a transfer agent. The Company is externally managed and advised by RCS Capital Management, LLC. The Company owns interest in the subsidiaries of RCAP Holdings, LLC, which it refers to as the Company�� operating subsidiaries. These subsidiaries are Realty Capital Securities, LLC (Realty Capital Securities), American National Stock Transfer, LLC, and RCS Advisory Services, LLC. Realty Capital Securities, LLC is engaged in wholesale broker-dealer business. RCS Advisory Services, LLC is engaged in transaction management services business. American National Stock Transfer, LLC is engaged in transfer agent business. In September 2014, the Company acquired Strategic Capital Advisory Services and SC Distributors, LLC.
The Company�� wholesale broker-dealer is a wholesale distribution of publicly registered non-traded real estate and business development company securities. Operating under the name RCS Capital, the Company�� investment banking and capital markets business provides strategic advisory and capital markets services with a focus on the direct investment program industry, including sourcing, structuring and maintaining a range of debt finance and derivative arrangements on behalf of its clients. Operating under the name RCS Capital, the Company�� transaction management services provides a range of services to direct investment programs, publicly traded real estate investment trust (REITs) and their sponsors, including offering registration and blue sky filings, regulatory advice with respect to the Securities and Exchange Commission (SEC), and Financial Industry Regulatory Authority, Inc (FINRA) registration maintenance, transaction management, marketing support, due diligence advice and related meetings, events, training and education, co! nference management and strategic advice in connection with liquidity events and other strategic transactions. American National Stock Transfer, LLC is registered as a transfer agent with the SEC and will act as a registrar, provide record-keeping services and execute the transfer, issuance and cancellation of shares or other securities in connection with offerings conducted by issuers sponsored directly or indirectly by American Realty Capital.
Advisors' Opinion:- [By Jayson Derrick]
RCS Capital (NYSE: RCAP) said that it will no longer pursue its $700-million acquisition of Cole Capital Advisors from American Realty Capital (NASDAQ: ARCP). Shares of RCS Capital hit new 52-week lows of $13.55 before closing the day at $13.69, down 16.58 percent. Shares of American Realty Capital also hit new 52-week lows of $7.38 before closing the day at $7.85, down 11.50 percent.
Top 10 Consumer Service Companies To Own For 2014: Novartis AG (NOVN)
Novartis AG provides healthcare solutions. The Company is a multinational group of companies specializing in the research, development, manufacturing and marketing of a range of healthcare products led by pharmaceuticals. Its portfolio includes medicines, eye care, cost-saving generic pharmaceuticals, preventive vaccines and diagnostic tools, over-the-counter and animal health products. It has five segments: Pharmaceuticals, which include patent-protected prescription medicines; Alcon, which include surgical, ophthalmic pharmaceutical and vision care products; Sandoz, which include generic pharmaceuticals; vaccines and diagnostics, which include human vaccines and blood-testing diagnostics, and consumer health, which include over-the-counter medicines (OTC) and Animal Health. In February 2014, it acquired CoStim Pharmaceuticals, Inc. Advisors' Opinion:- [By Sofia Horta e Costa]
Novartis AG (NOVN) slipped 1.3 percent to 67.20 Swiss francs after JPMorgan Chase cut its recommendation on the drugmaker to neutral from overweight, a rating similar to buy. The stock has rallied 17 percent so far this year, compared with a 15 percent increase for the Swiss Market Index.
- [By Corinne Gretler]
Novartis AG (NOVN) climbed 1.3 percent after saying a psoriasis treatment met all its objectives in a clinical study. Lloyds (LLOY) Banking Group Plc advanced 3.8 percent after a person with knowledge of the matter said a former Standard Chartered Plc executive may mount a bid for a stake in the U.K.�� biggest mortgage lender. TGS Nopec Geophysical ASA declined the most since May 2012 after cutting its full-year revenue guidance.
- [By Corinne Gretler]
Novartis AG (NOVN) climbed 2 percent to 69.25 Swiss francs after raising its full-year forecasts. Sales will increase at a low-to mid-single-digit percentage rate in constant currencies, and core operating income will match or exceed the previous year, Europe�� biggest drugmaker said. In July, the company forecast a low-single-digit percentage decline in earnings in 2013, with sales rising at a similar rate.
Top 10 Consumer Service Companies To Own For 2014: Becton Dickinson and Company(BDX)
Becton, Dickinson and Company, a medical technology company, develops, manufactures, and sells medical devices, instrument systems, and reagents worldwide. The company?s BD Medical segment produces medical devices that are used in various healthcare settings. This segment?s products include needles, syringes, and intravenous catheters for medication delivery; prefilled IV flush syringes; syringes, pen needles, and other drugs to treat diabetes; prefillable drug delivery systems; anesthesia needles and trays; sharps disposal containers; and closed-system transfer devices. Its BD Diagnostics segment provides products for the safe collection and transport of diagnostics specimens, as well as instrument systems and reagents to detect various infectious diseases, healthcare-associated infections, and cancers. This segment?s products consist of integrated systems for specimen collection; safety-engineered blood collection products and systems; automated blood culturing systems; molecular testing systems; microorganism identification and drug susceptibility systems; liquid-based cytology systems for cervical cancer screening; rapid diagnostic assays; and plated media. The company?s BD Biosciences segment produces research and clinical tools that facilitate the study of cells and their components. This segment?s products comprise fluorescence-activated cell sorters and analyzers; monoclonal antibodies and kits for performing cell analysis; reagent systems for life science research; cell imaging systems; laboratory products for tissue culture and fluid handling; diagnostic assays; and cell culture media supplements for biopharmaceutical manufacturing. It markets its products through independent distribution channels and independent sales representatives to healthcare institutions, life science researchers, clinical laboratories, the pharmaceutical industry, and the general public. The company was founded in 1897 and is headquartered in Franklin Lakes, New Jersey.
Advisors' Opinion:- [By Peter Stephens]
The competition
In terms of competition, medical devices and diagnostics accounted for 21% of�Abbott Labs'� (NYSE: ABT ) �total sales in 2013, with�Becton, Dickinson� (NYSE: BDX ) �also focusing on this area. Abbott experienced a strong year in this space and delivered total sales growth of 5.9%, even when a negative currency impact of 2.4% is taken into account. A 10.8% increase in volume drove the growth, while competitive pricing had a negative impact on total sales. However, reduced prices did not translate into falling margins, as Abbott drove through significant efficiencies so as to increase operating margin from 19.2% in 2011 to 22.2% in 2013, with a more focused and leaner supply chain making a big difference. - [By MONEYMORNING.COM]
And the market has made my case for me in recent days by punishing fad-oriented companies like Soda Stream International Ltd. (Nasdaq: SODA) and GoPro Inc. (Nasdaq: GPRO), for example. Big brands like Monsanto Co. (NYSE: MON) and Becton, Dickinson and Co. (NYSE: BDX), on the other hand, are doing just fine even though they came under pressure with the broader markets, too.
- [By Rich Duprey]
Medical device maker�Becton, Dickinson� (NYSE: BDX ) gave investors a shot in the arm today reporting strong financial results for its second fiscal quarter and raising its guidance for the full year.
- [By ovenerio]
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let麓s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into America First Investment Advisor.Recently the fund reported its equity portfolio, as at the end of June. The total value of the portfolio amounted to $222.9 million, up from $203.2 million disclosed at the end of the previous quarter. Consequently, the fund's total return was 9.7% in the last quarter. The filing revealed that at the end of June, the fund added 14 new positions to its equity portfolio, and sold out of 24 other companies. The top ten portfolio holdings as of the end of the quarter represented 41.8%. The largest changes from previous 13-F麓s fillings are in the tech and energy sectors.In this article, we have selected three companies, in which the fund holds the largest stakes, in terms of market value.The first on the list is The Clorox Company (CLX), in which the fund disclosed a $10.53 million stake with over 115,150 shares. The company is a diversified producer of household cleaning, grocery and specialty food products is also a leading producer of natural personal care products.Long-Term VisionIn October 2013, Clorox introduced its 2020 Strategy. The 2020 Strategy focuses on delivering long-term, profitable growth through the year 2020. The key elements of its strategy to grow sales and earnings over the long term are: category, channel and geographic expansion, increased brand investment, and cost reductions.The company's long-term financial goals include:Growing net sales 3-5 percent annuallyExpanding EBIT margin 25-50 basis points annuallyGenerating free cash flow of 10% to 12% of sales annuallyIt has improved earnings
Top 10 Consumer Service Companies To Own For 2014: Sterlite Industries(India)
Sterlite Industries (India) Limited operates as a non-ferrous metals and mining company in India and internationally. It engages in the smelting and processing of copper and production of copper byproducts. The company?s primary products consist of copper cathode and continuos cast rods, as well as by products comprise sulphuric acid, phosphoric acid, hydrofluoro silicic acid, gypsum, ferro sand, and slime. It also owns the Mt. Lyell copper mine at Tasmania in Australia, as well as owns various zinc assets, including Skorpion Zinc in Namibia; Black Mountain Mines in South Africa; and Lisheen Mines in Ireland. In addition, the company produces aluminum from its bauxite mines. Its aluminum products include aluminum ingots and wire rods; rolled products, such as coils and sheets; and vanadium sludge as a by-product. Further, the company smelts and produces lead and zinc, as well as produces and sells sulphuric acid to fertilizer manufacturers and other industries; and silver ingots primarily to industrial users. It operates three lead-zinc mines in the state of Rajasthan, northwest India. Additionally, it involves in power generations business. As of March 31, 2011, the company had a power generation capacity of 1,041 MW from its thermal power plants and wind power plants. The company was formerly known as Sterlite Cables Limited and changed its name to Sterlite Industries (India) Limited in 1986.The company was incorporated 1975 and is based in Mumbai, India. Sterlite Industries (India) Limited is a subsidiary of Vedanta Resources plc.
Advisors' Opinion:- [By Rajhkumar K Shaaw]
BNP Paribas Securities (Asia) Ltd., Macquarie Capital Securities (India) Pvt. and Ambit Capital Pvt. cut their Sensex targets as the Reserve Bank of India unexpectedly increased its benchmark interest rate to stem a record decline in the rupee and curb consumer prices in the world�� second-most populous nation. Strategists reduced their average profit estimate by 4.5 percent as higher borrowing costs threaten to worsen the slowest economic expansion since 2009.
Top 10 Consumer Service Companies To Own For 2014: Canadian/Yen (HY)
Hyster-Yale Materials Handling, Inc. and its subsidiaries engage in the design, engineering, manufacture, sale, and service of a line of lift trucks and aftermarket parts worldwide. It offers components, such as frames, masts, and transmissions; and assembles lift trucks. The company markets its products primarily under the Hyster and Yale brand names to independent Hyster and Yale retail dealerships. It also sells aftermarket parts under the UNISOURCE, MULTIQUIP, and PREMIER brands to Hyster and Yale dealers for the service of competitor lift trucks. The company was incorporated in 1991 and is headquartered in Cleveland, Ohio.
Advisors' Opinion:- [By Rich Duprey]
Heavy-equipment maker�Hyster-Yale Materials Handling� (NYSE: HY ) announced yesterday�its second-quarter dividend of $0.25 per share for both its Class A and Class B stock.
- [By Holly LaFon]
The Financial sector was the best performer in the Barclays Aggregate Index during 3Q13, generating nominal and excess returns of 1.54% and 1.40%, respectively. Spreads in High Yield (HY) issues tightened substantially, propelling Ba/B credits to a 2.07% nominal and 1.74% excess return. Mortgage Backed Securities (MBS) also reacted positively to the Fed decision, as Agency MBS outperformed comparable duration Treasuries with a 1.03% nominal and 0.95% excess return. Commercial Mortgage Backed Securities (CMBS) were resilient as well, finishing 1.02% higher in nominal terms and 0.66% excess in 3Q13. Non-Corporate Credit issues fared positively in 3Q13, but with a relatively weaker 0.37% nominal and 0.41% excess return.
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