With shares of Microsoft (NASDAQ:MSFT) trading around $31, is MSFT an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.
T = Trends for a Stock’s MovementMicrosoft is engaged in developing, licensing, and supporting a wide range of software products and services. The company also designs and sells hardware, and delivers online advertising to customers. It operates in five segments: Windows and Windows Live, Server and Tools, Online Services Division, Microsoft Business Division, and Entertainment and Devices. As a mature company, Microsoft is also offering a stable dividend, which is currently yielding around 2.92 percent annually.
Microsoft agreed to purchase Nokia�� (NYSE:NOK) mobile phone unit, patents, and mapping services for a total of $7.2 billion. Nokia�� phones already use Microsoft�� Windows Phone software. The company�� Canadian head, Stephen Elop, will lead Microsoft�� mobile devices unit, and his name has even been tossed around as a possible replacement for retiring Microsoft CEO Steven Ballmer. Nokia used to dominate the mobile phone market, but has since fallen far behind rivals Apple (NASDAQ:AAPL) and Samsung in the highly competitive market.
Top 10 Canadian Stocks To Own For 2014: Tim Hortons Inc.(THI)
Tim Hortons Inc. develops, franchises, and operates quick service restaurants primarily in Canada and the United States. Its restaurants serve coffee and other hot and cold beverages, baked goods, sandwiches, soups, and other food products. As of April 03, 2011, the company and its restaurant owners operated 3,169 restaurants in Canada and 613 restaurants in the United States under the Tim Hortons name; and had 274 primarily self-serve licensed locations in the Republic of Ireland and the United Kingdom Tim Hortons Inc. was founded in 1964 and is based in Oakville, Canada.
Advisors' Opinion:- [By Rich Duprey]
Canadian restaurant chain�Tim Horton's� (NYSE: THI ) �declared today�its regular quarterly dividend of $0.26 per share, slightly higher than the $0.2534 per share it paid back in February.�
Top 10 Canadian Stocks To Own For 2014: Banco Latinoamericano de Comercio Exterior S.A. (BLX)
Banco Latinoamericano de Comercio Exterior, S.A. provides trade financing to commercial banks, middle-market companies, and corporations primarily in Latin America and the Caribbean. The company operates in three segments: Commercial, Treasury, and Asset Management. The Commercial segment offers deposits and loans for foreign trade transactions. This segment also provides various products, services, and solutions relating to foreign trade, which include co-financing arrangements, underwriting of syndicated credit facilities, structured trade financing, asset-based financing in the form of factoring, vendor financing and leasing, and other fee-based services, such as electronic clearing services. The Treasury segment offers liquidity management and investment securities activities, including management of interest rate, liquidity, price, and currency risks. The Asset Management segment provides asset management services, including investment advisory services for funds and managed accounts. This division is involved in trading foreign exchange, interest rate swaps, and derivative products. The company was formerly known as Banco Latinoamericano de Exportaciones, S.A. and changed its name to Banco Latinoamericano de Comercio Exterior, S.A. in June 2009. Banco Latinoamericano de Comercio Exterior, S.A. was founded in 1977 and is headquartered in Panama City, the Republic of Panama.
Advisors' Opinion:- [By Rich Duprey]
Panama-based supranational bank�Banco Latinoamericano de Comercio Exterior� (NYSE: BLX ) announced yesterday its second-quarter dividend of $0.30 per share, the same rate it's paid for the past three quarters after raising the payout 20% from $0.25 per share.
Top 5 Companies To Buy For 2014: Sensata Technologies Holding N.V.(ST)
Sensata Technologies Holding N.V., through its subsidiaries, develops, manufactures, and sells sensors and controls primarily in the Americas, the Asia Pacific, and Europe. It operates in two segments, Sensors and Controls. The Sensors segment offers pressure sensors, force sensors, temperature sensors, speed sensors, position sensors, motor protectors, and thermal and magnetic-hydraulic circuit breakers and switches. Its sensors are used in various applications, such as automotive air-conditioning, braking, transmission, air bag, heavy vehicle off-road, industrial, aerospace, defense, and data/telecom applications, as well as heating, ventilation, and air-conditioning (HVAC) applications. The Controls segment provides bimetal electromechanical controls, thermal and magnetic-hydraulic circuit breakers, power inverters, and interconnection products. This segment also offers application-specific products, including motor and compressor protectors, circuit breakers, semicondu ctor burn-in test sockets, electrical HVAC controls, power inverters, precision switches, and thermostats. Its products are used in heating and air-conditioning systems, refrigerators, aircraft, automobiles, and light industrial system applications in industrial, aerospace, military, commercial, and residential markets. The company offers its products primarily under the Sensata, Klixon, Airpax, and Dimensions brand names. It serves original equipment manufacturers and suppliers in the automotive, industrial, and commercial end-markets; and industrial and commercial manufacturers and suppliers in the climate control, appliance, semiconductor, datacomm, telecommunications, and aerospace industries, as well as motor and compressor suppliers. The company was founded in 1916 and is based in Almelo, the Netherlands. Sensata Technologies Holding N.V. is a subsidiary of Sensata Investment Company S.C.A.
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 Sensata Technologies Holding (NYSE: ST ) , whose recent revenue and earnings are plotted below. - [By Toshiro Hasegawa]
Commonwealth Bank of Australia (CBA) fell 1.1 percent to A$73.73. Singapore Telecommunications Ltd. (ST) retreated 1.1 percent to S$3.78 today after posting earnings.
Top 10 Canadian Stocks To Own For 2014: Swisher Hygiene Inc.(SWSH)
Swisher Hygiene Inc. provides hygiene and sanitation solutions in North America and internationally. Its solutions include cleaning and sanitizing products and services designed to promote cleanliness and sanitation in commercial and residential environments. The company involves in the sale of consumable products, such as soaps, paper, cleaning chemicals, detergents, and supplies, together with the rental and servicing of dish machines and other equipment for the dispensing of those products; sale and rental of facility service items requiring regular maintenance and cleaning, such as floor mats, mops, and bar towels; provision of manual cleaning services for facilities; and provision of solid waste collection services. It serves customers in a range of end-markets, including foodservice, hospitality, retail, industrial, and healthcare industries. Swisher Hygiene Inc. offers its services through 69 company owned operations and 10 franchise operations located throughout th e United States and Canada; and through 10 master license agreements covering the United Kingdom, Ireland, Portugal, the Netherlands, Singapore, the Philippines, Taiwan, Korea, Hong Kong, Macau, China, and Mexico. The company was founded in 1986 and is headquartered in Charlotte, North Carolina.
Advisors' Opinion:- [By Lisa Levin]
Swisher Hygiene (NASDAQ: SWSH) shares touched a new 52-week low of $0.55. Swisher shares have dropped 51.30% over the past 52 weeks, while the S&P 500 index has gained 31.68% in the same period.
- [By Lisa Levin]
Swisher Hygiene (NASDAQ: SWSH) shares touched a new 52-week low of $0.732. Swisher Hygiene appointed William Pierce as its new president and CEO.
Territorial Bancorp (NASDAQ: TBNK) shares touched a new 52-week low of $21.31. Territorial Bancorp shares have dropped 9.43% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.
Top 10 Canadian Stocks To Own For 2014: Information Services Group Inc.(III)
Information Services Group, Inc. operates as a fact-based sourcing advisory company principally in the Americas, Europe, and the Asia Pacific. It provides strategic consulting, benchmarking and analytics, managed services, and research services with a focus on information technology, business process transformation, and enterprise resource planning. The company serves financial services, telecom, healthcare and pharmaceuticals, manufacturing, transportation and travel, and energy and utilities industries; and state and local governments and airport and transit authorities. Information Services Group, Inc. was founded in 2006 and is based in Stamford, Connecticut.
Top 10 Canadian Stocks To Own For 2014: Mobile TeleSystems (MBT)
Mobile TeleSystems OJSC, together with its subsidiaries, provides telecommunications services primarily in the Russian Federation, Ukraine, Uzbekistan, Armenia, and Belarus. The company provides a range of mobile and fixed line voice and data telecommunications services, including transmission, broadband, pay-TV, and various value-added services; and sells equipment and accessories. It also offers network access services, including mobile cellular voice and data communication services; automatic roaming services; GPRS and Internet access services; and 3G technology. In addition, the company�s services include the design, construction, and installation of local voice and data networks capable of interconnecting with fixed line operators; installation and maintenance of cellular payphones; lease of digital communication channels; and provision of access to open computer databases and data networks, including the Internet, as well as video conferencing, and fixed, local, and long-distance telecommunications services. Its value-added services comprise call divert/forwarding, caller ID and anti-caller ID display, conference calling, WiFi, GPRS, intelligent call assistant, APN remote access point, fixed mobile convergence, enhanced data rates for GSM Evolution, call barring, SMS, mobile office, voicemail, mobile banking, wireless application protocol, MTS-Connect, SIM-browser, point-to-point transfer, unstructured supplementary services data, downlink packet access, mobile TV, call waiting, MMS, ring tones, missed call alert, itemization of monthly bills, information and directory, international access, WEB and WAP portal, customer care system, ring back tone, collect call, and location-based services. As of December 31, 2011, the company had a mobile subscriber base of approximately 101.14 million. It has a strategic partnership with Vodafone. The company was founded in 1993 and is headquartered in Moscow, the Russian Federation.
Advisors' Opinion:- [By Rich Smith]
Over in Russia, market-leading cell phone provider Mobile TeleSystems (NYSE: MBT ) has just confirmed that, as of 2012, it no longer sells Apple's (NASDAQ: AAPL ) new iPhone models to its customers directly. The company does still stock, and sell, some older iPhone models. But for iPhone5 and on up, MTS now answers phone calls from Apple with a Spasibo, ne nada. ("Thanks, but no thanks.")
- [By Dan Radovsky]
VimpleCom, a joint venture of Norwegian telecom Telnor and the Russian Alfa Group, operates under the BeeLine brand in Russia. BeeLine has joined the two other ex-iPhone carrying Russian heavyweight mobile carriers, Megafon and Mobile TeleSystems (NYSE: MBT ) , and not renewed its iPhone contract with Apple.
- [By Eric Lam]
Manitoba Telecom (MBT) gained 5.7 percent to C$33.93 after selling its Allstream fiber network business to Accelero Capital Holdings for C$520 million. The company will use the cash to invest in new wireless spectrum and improve the speed of its existing networks, Manitoba Telecom said in a statement.
Top 10 Canadian Stocks To Own For 2014: TotalFinaElf S.A.(TOT)
TOTAL S.A., together with its subsidiaries, operates as an integrated oil and gas company worldwide. The company operates through three segments: Upstream, Downstream, and Chemicals. The Upstream segment engages in the exploration, development, and production of oil and natural gas. It also involves in the transportation, trade, and marketing of natural gas and liquefied natural gas (LNG), as well as in LNG re-gasification and natural gas storage operations. In addition, this segment engages in the shipping and trade of liquefied petroleum gas (LPG); power generation from gas-fired power plants, nuclear, or renewable energies; production, trade, and marketing of coal, as well as in solar power systems and technology operations. As of December 31, 2010, it had combined proved reserves of 10,695 Mboe of oil and gas. The Downstream segment involves in refining, marketing, trading, and shipping crude oil and petroleum products. It also produces a range of specialty products, s uch as lubricants, LPG, jet fuel, special fluids, bitumen, marine fuels, and petrochemical feedstock. This segment holds interests in 24 refineries located in Europe, the United States, the French West Indies, Africa, and China, as well as operates a network of 17,490 service stations. The Chemicals segment produces base chemicals, including petrochemicals and fertilizers, as well as engages in rubber processing, resins, adhesives, and electroplating activities. TOTAL S.A. was founded in 1924 and is based in Paris, France.
Advisors' Opinion:- [By Jim Jubak]
But the rising tide of US production at these price levels is also going to call into question the investment logic of even higher cost sources, such as Brazil's deep-water pre-salt reserves in the South Atlantic. If the US oil export ban falls—and I'm pretty sure it will—oil producers in high cost and infrastructure challenged regions—the Russia off-shore Arctic and some of the undeveloped reserves in Siberia—could well find it very difficult to raise the necessary—and huge—amounts of investment capital they'll need. I think we're already seeing evidence that the more hard nosed number crunchers in the oil industry—such as Norway's Statoil ((STO) in New York and (STL:NO) in Oslo) are already rethinking investments in high cost projects, such as Mozambique and the Trans-Anatolian Natural Gas Pipeline, that would bring natural gas from the Caspian Sea to Europe. Statoil and Total (TOT) recently decided not to exercise options to acquire 12% and 5% of the pipeline, respectively. Projected construction costs have climbed to $12 billion from $7.5 billion. (Statoil is a member of my Jubak's Picks portfolio.)
- [By Sara Murphy]
HSBC recently conducted an analysis that looked at European oil majors' at-risk carbon reserves. The study found Norway's�Statoil (NYSE: STO ) �to be the worst affected, with approximately 17% of its market capitalization at risk. HSBC also calculated that 6% of�BP's� (NYSE: BP ) reserves are at risk, along with 5% of�Total's (NYSE: TOT ) and 2% of�Shell's� (NYSE: RDS-A ) .�
- [By Robert Rapier]
Twenty-thirteen opened with one of Royal Dutch Shell’s (NYSE: RDS-A) two Arctic drilling rigs breaking free from a tow ship and running aground off the coast of Alaska. Shell sent the two Arctic drilling rigs to Asia for extensive repairs. The accident prompted more calls for restrictions on oil exploration in the Arctic. Shell wants to try again in 2014, but Senate Democrats are asking for a delay in further Arctic oil exploration.
Nevertheless, oil companies rushed north to explore for oil. Norway awarded 24 oil and gas exploration licences to 29 companies, mostly in the Arctic Barents Sea. The licenses were scooped up by international majors like Shell, BP (NYSE: BP), ConocoPhillips (NYSE: COP), Total (NYSE: TOT) and Statoil (NYSE: STO), in hopes of reviving Norway’s falling oil production.
Other Arctic nations are also pushing forward with plans for oil exploration in the Arctic. Russia has aggressively defended its interests there, seizing a Greenpeace ship and detaining its crew after the group attempted to interfere with Russia’s Arctic drilling.
- [By Arjun Sreekumar]
Total SA (NYSE: TOT ) , one of the biggest European oil majors, took a $1.65 billion first-quarter loss after it decided to abandon a major venture in Canada's oil sands ��the Voyageur Upgrader project.
Top 10 Canadian Stocks To Own For 2014: Primerica Inc.(PRI)
Primerica, Inc., together with its subsidiaries, engages in the distribution of financial products on behalf of third parties to middle income households in the United States and Canada. The company operates in three segments: Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites term life insurance products. The Investment and Savings Products segment distributes mutual funds, variable annuities, fixed annuities, and segregated funds. The Corporate and Other Distributed Products segment provides mortgage loans, which include debt consolidation or refinance, and purchase money loans; unsecured loans; prepaid legal services that assist subscribers with legal matters, such as drafting wills, living wills and powers of attorney, trial defense, and motor vehicle-related matters; mail-order student life products; short-term disability benefit insurance; and auto and homeowners? insurance products. The company was founded in 1927 and is based in Duluth, Georgia.
Advisors' Opinion:- [By Rich Duprey]
Private equity investor Warburg Pincus has been a shareholder in term life insurance underwriter Primerica� (NYSE: PRI ) since its IPO in 2010. However, the financial products marketer will be buying back all of the holdings Warburg Pincus owns for $154.7 million. That translates into�almost�2.5 million shares of common stock�and warrants that �are�exercisable for 4.1 million shares.
Top 10 Canadian Stocks To Own For 2014: Mistras Group Inc (MG)
Mistras Group, Inc. provides technology-enabled asset protection solutions to evaluate the structural integrity and reliability of critical energy, industrial, and public infrastructure worldwide. It provides traditional non-destructive testing (NDT) services; advanced NDT services; and mechanical integrity services. The company also offers software solutions, including Plant Condition Monitoring Software and Systems, an enterprise software that allows its customers for the warehousing and analysis of data. In addition, it provides Advanced Data Analysis Pattern Recognition and Neural Networks software, which enables acoustic emission (AE) experts to develop automated remote monitoring systems; AE Software Platform, a windows based real time application software; Loose Parts Monitoring Software program for monitoring, detecting, and evaluating metallic loose parts in nuclear reactor coolant systems; and Automated UT and Imaging Analysis Software for analyzing ultrasonic in spection data, and visualizing and identifying the location and size of flaws. Further, the company�s technology packages include TANKPAC for tank inspections; POWERPAC for monitoring discharges in critical power grid transformers; and Acoustic Combustion Turbine Monitoring System, an on-line system to detect stator blade cracks in gas turbines. Additionally, it offers digital radiographic systems to solve specific industrial problems; AE sensors, instruments, and turn-key systems, as well as leak monitoring and detection systems; ultrasonic equipment; vibration sensing products; and on-line monitoring services. Mistras Group, Inc. was founded in 1978 and is headquartered in Princeton Junction, New Jersey.
Advisors' Opinion:- [By Monica Gerson]
Mistras Group (NYSE: MG) is expected to post its Q1 earnings at $0.12 per share on revenue of $130.10 million.
Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets
Top 10 Canadian Stocks To Own For 2014: Newmont Mining Corporation(Holding Company)
Newmont Mining Corporation, together with its subsidiaries, engages in the acquisition, exploration, and production of gold and copper properties. The company?s assets or operations are located in the United States, Australia, Peru, Indonesia, Ghana, Canada, New Zealand, and Mexico. As of December 31, 2009, it had proven and probable gold reserves of approximately 93.5 million equity ounces and an aggregate land position of approximately 27,500 square miles. The company was founded in 1916 and is headquartered in Greenwood Village, Colorado.
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