With shares of Dreamworks Animation (NYSE:DWA) trading around $34, is DWA 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 MovementDreamworks is engaged in the development and production of animated films and their associated characters in the worldwide film, home entertainment, television, merchandising and licensing markets. The company aims to create family entertainment, including animated feature films, television specials and series, live entertainment properties and related consumer products, meant for audiences of all ages. The company�� films are distributed through many outlets by Paramount Pictures Corporation, a subsidiary of Viacom (NYSE:VIA).
Dreamworks has teamed up with YouTube to create a new series, ��ouTube Nation,��according to media reports on Friday. The Glendale animation studio will co-produce the series with the online video-sharing website. YouTube, a San Bruno-based subsidiary of Google Inc., will provide the financing, the Los Angeles Times reported.
Top Mid Cap Stocks To Invest In Right Now: FMC Corporation (FMC)
FMC Corporation, a chemical company, provides solutions, applications, and products for agricultural, consumer, and industrial markets. The company operates in three segments: Agricultural Products, Specialty Chemicals, and Industrial Chemicals. The Agricultural Products segment develops, markets, and sells a portfolio of crop protection, pest control, and lawn and garden products. It produces insecticides, herbicides, and fungicides to protect crops, including cotton, sugarcane, rice, corn, soybeans, cereals, fruits, and vegetables from insects and weed growth; and for non-agricultural applications, including pest control for home, garden, and other specialty markets, as well as for turf and roadside applications. The Specialty Chemicals segment focuses on food ingredients, pharmaceutical excipients, biomedical technologies, and lithium products. It produces microcrystalline cellulose that is used as drug dry tablet binder and disintegrant, and food ingredient; carrageena n, which is used as food ingredient for thickening and stabilizing; encapsulant for pharmaceutical and nutraceutical applications; alginates that are used as food ingredients, and for pharmaceutical excipient, wound care, orthopedic uses, and industrial uses; and lithium that is used in pharmaceuticals, polymers, batteries, greases and lubricants, air conditioning, and other industrial applications. The Industrial Chemicals segment produces inorganic materials, such as soda ash for glass, chemicals, and detergents; specialty peroxygens for pulp and paper, chemical processing, detergents, antimicrobial disinfectants, environmental applications, electronics, and polymers; and zeolites and silicates for detergents, car tires, pulp, and paper. It has operations in North America, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. The company was founded in 1884 and is headquartered in Philadelphia, Pennsylvania.
Advisors' Opinion:- [By Rich Duprey]
Just as Monsanto is enjoying a surge in sales of Roundup, pesticide makers are witnessing greater sales of pesticides to combat these superbugs. Revenues at Sygenta (NYSE: SYT ) rose 1.5% to $4.2 billion, FMC's (NYSE: FMC ) sales were 5% higher, and American Vanguard's (NYSE: AVD ) surged 39% last quarter. The three companies account for three-quarters of all ground pesticides sold in the United States.
- [By Garrett Cook]
FMC (NYSE: FMC) was down, falling 3.65 percent to $72.02 after the company lowered its FY14 earnings forecast and issued a weak Q2 outlook.
Commodities
Top 10 High Tech Companies To Invest In 2014: Barry Callebaut AG (BARN)
Barry Callebaut AG is a Switzerland-based producer of cocoa, chocolate and confectionery products. The Company�� manufacturing process involves all stages of the cocoa and chocolate value chain from the sourcing of raw materials to the delivery of the finished products. The Company operates three geographical segments, including Europe, Americas and Asia-Pacific, as well as its business segment Global Sourcing & Cocoa. The Global Sourcing & Cocoa business segment is responsible for the procurement of ingredients for chocolate production, including mainly cocoa, as well as sugar, dairy and nuts as common ingredients, as well as the Company's cocoa processing business. The Company serves the food industry, from industrial food manufacturers to professional or artisanal users of chocolate. The Company operates more than 50 chocolate and cocoa factories, and is present in over 30 countries. Advisors' Opinion:- [By Sofia Horta e Costa]
Elan Corp. jumped 8.4 percent in Dublin after authorizing the process of its sale. Hochtief AG gained the most in four months after the German builder said it will buy as much as 260 million euros ($346 million) of its own shares. Michelin & Cie, Europe�� largest tiremaker, added 4.7 percent after data on its website showed tire demand surged in Brazil last month. Barry Callebaut AG (BARN) lost 3.4 percent after the maker of bulk chocolate sold about $302 million of new shares.
Top 10 High Tech Companies To Invest In 2014: Cellular Dynamics International Inc (ICEL)
Cellular Dynamics International, Inc., incorporated on November 16, 2007, develops and manufactures fully functioning human cells in industrial quantities to precise specifications. The Company�� iCell Operating System (iCell O/S) includes true human cells in multiple cell types (iCell products), human induced pluripotent stem cells (iPSCs) and custom iPSCs and iCell products (MyCell products). Customers use its iCell O/S products, among other purposes, for drug discovery and screening; to test the safety and efficacy of their small molecule and biologic drug candidates; for stem cell banking; and in researching cellular therapeutics. The Company�� iCell product line includes four different cell types: cardiomyocytes, neurons, hepatocytes and endothelial cells. The Company is actively developing an additional seven different cell types. iCell products are a consumable designed to be used once and then reordered.
The Company manufactures its iCell products from its iPSCs. An iPSC is a cell that has the ability both to replicate indefinitely and to be transformed into any cell type in the human body. The Company�� iCell O/S consists of six products, which include iCell Cardiomyocytes, iCell Neurons, iCell Endothelial Cells, iCell Hepatocytes and MyCell.
Advisors' Opinion:- [By John Udovich]
Stem cells may not be in the news much�as the sector has moved beyond the use of embryotic�ones, but small cap stem cell stocks Cellular Dynamics International Inc (NASDAQ: ICEL), International Stem Cell Corp (OTCMKTS: ISCO) and BioRestorative Therapies (OTCBB: BRTX) have been fairly active over the past several trading days as ICEL went public, ISCO raised additional funding and BRTX grabbed more attention:
Top 10 High Tech Companies To Invest In 2014: Chesapeake Energy Corporation(CHK)
Chesapeake Energy Corporation engages in the acquisition, development, exploration, and production of natural gas and oil properties in the United States. It also provides marketing and other midstream services. The company?s properties are located in Alabama, Arkansas, Colorado, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Montana, Nebraska, New Mexico, New York, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, West Virginia, and Wyoming. As of December 31, 2010, it had interests in approximately 45,800 gross productive wells. The company?s proved reserves include 17.096 trillion cubic feet of natural gas equivalent. Chesapeake Energy Corporation was founded in 1989 and is based in Oklahoma City, Oklahoma.
Advisors' Opinion:- [By Tyler Crowe]
Drilling costs just aren't what they used to be
The boom in U.S. energy has been made possible by several factors: development of advanced drilling technology, a large distribution network already in place, and a favorable regulatory framework. One element that is commonly overlooked, though, is the price of oil production. Accessing shale deposits requires not only deeper wells, but also much more energy for extraction. Today, wells are drilled for miles underground and cracked open with high pressure pumps and lots of water. Chesapeake Energy (NYSE: CHK ) estimates that each new well requires 5 million gallons of water. Despite the best efforts of exploration and production companies to reduce costs, these new drilling techniques have break-even wellhead prices for most U.S. shale plays at $55-$80 per barrel.
Top 10 High Tech Companies To Invest In 2014: Fuwei Films(Holdings)
Fuwei Films (Holdings) Co., Ltd., together with its subsidiaries, engages in the development, manufacture, distribution, and export of plastic film using the biaxially-oriented stretch technique in China. The company offers its biaxially oriented polyethylene terephthalate (BOPET) film under the ?Fuwei Films? brand name primarily for use in flexible packaging, printing, laminating, and aluminum-plating applications, as well as in electrical and electronic uses. Its products include printing base film used in printing and lamination applications; stamping foil base film and transfer base films used for the packaging of luxury items, such as cigarettes and alcohol; metallization film or aluminum plating base film used for vacuum aluminum plating for flexible plastic lamination; high-gloss film used for aesthetically enhanced packaging purposes; and heat-sealable film used for construction, printing, and heat sealable bags making. The company?s products also comprise laser holographic base film used as anti-counterfeit film for food, medicine, cosmetics, cigarettes, and alcohol packaging; dry film used in circuit boards production, and for nameplate and crafts etching; and heat shrinkage film used for special-shaped packaging for alcohol, cans, mineral water, and cleaning products. It exports its products to packaging customers and distributors primarily in Europe, Asia, and North America. The company was founded in 2003 and is headquartered in Weifang, China. As of May 1, 2011, Fuwei Films (Holdings) Co., Ltd. operates as a subsidiary of Weifang State-owned Assets Operation Administration Company.
Advisors' Opinion:- [By Adam Haigh]
Among stocks that fell, Yue Yuen Industrial (Holdings) Ltd. (551), a supplier of shoes to Nike Inc. and Adidas AG, sank 12 percent to HK$23.80. The company said its first-quarter results showed a ��ignificant downturn��compared with a year earlier and this could adversely affect interim performance.
Top 10 High Tech Companies To Invest In 2014: NK Lukoil OAO (LUKOY)
LUKOIL is a Russia-based integrated oil and gas company. The Company is engaged in the business of oil exploration, production, refining, marketing and distribution. The Company's exploration and production activity is located in Russia, and its main resource base is in Western Siberia. It owns modern refineries, gas processing and petrochemical plants located in Russia, Eastern and Western Europe. The Company�� petroleum products are sold in Russia, Eastern and Western Europe and United States. The Company operates in four business segments: exploration and production, refining, marketing and distribution, and chemicals and other business.
In January 2009, the Company acquired a 100% interest in Energoaktiv ZAO. In March 2009, the Company established a subsidiary, LUKOIL Overseas Holding GmbH. In Addition, in March 2009, LUKoil OAO increased its stake in TGK-8 OAO up to 60.21% from 31.38% previously held. In December 2009, the Company sold its 99.99% stake in Agentstvo LUKOM-A OOO. In February 2010, the Company established a research center, LUKOIL-Engineering OOO, which would be responsible for the research and engineering complex of the exploration and production business segment. The main production region of the Company is Western Siberia. LUKOIL is carrying out international exploration and production projects in Kazakhstan, Egypt, Azerbaijan, Uzbekistan, Saudi Arabia, Colombia, Venezuela, Cote d��voire, Ghana and Iraq.
LUKOIL owns oil refining capacity both in Russia and abroad. In Russia the Company owns four large refineries at Perm, Volgograd, Ukhta and Nizhny Novgorod. Total capacity of LUKOIL facilities in Russia is 44.7 million tons of oil per year. LUKOIL also has refineries in Ukraine, Bulgaria, Romania, and a 49% stake in ISAB refining complex (island of Sicily, Italy), with total capacity of 21.8 million tons per year.
Advisors' Opinion:- [By Charles Sizemore]
Next on the list is French oil major Total SA (TOT). Total raised some eyebrows last month as discussions progressed to develop Russia�� massive shale fields in partnership with Lukoil (LUKOY). It appears that, despite the ongoing threat of sanctions from the United States, business is going on as usual in the real world.
- [By Dividend Growth Investor]
ConocoPhillips (COP) explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids on a worldwide basis. I am attracted to the above average yield on ConocoPhillips, in comparison to Exxon and Chevron. Unfortunately Chevron is already one of my highest weighted positions, which is why ConocoPhillips was the second US oil choice. I am building my position in the stock with this purchase. The company is extremely well run, has a history of disposing out of non-core assets such as Lukoil stock (LUKOY) and Kashagan Project, and sending cash to shareholders in the process. The company has increased dividends for 13 years in a row, and has managed to boost them by 15.10%/year over the past decade. Currently, the stock trades at 10.70 times earnings and yields 4.20%. Check my analysis of ConocoPhillips.
Top 10 High Tech Companies To Invest In 2014: Radware Ltd.(RDWR)
Radware Ltd. provides application delivery solutions and network security solutions to banks, insurance companies, manufacturing and retail, government agencies, media companies, and service providers worldwide. The company offers AppDirector Intelligent Application Delivery Controller for data center optimization and to eliminate traffic surges, server bottlenecks, connectivity disconnects, and downtime for business continuity; and Alteon Application Switch application delivery controller that supports local, global, and transparent load-balance, multi-homing network load-balance, and bandwidth management capabilities. It also provides AppXML, which offers XML and Web services communications for mission-critical applications; AppWall, a Web application firewall (WAF) appliance that secures Web applications; LinkProof that manages wide area networks and Internet traffic for networks; Content Inspection Director, a smart redirection and dynamic policy enforcement device to meet contemporary carrier needs; and Session Initiation Protocol Director, an application delivery controller for application vendors, telecom equipment manufacturers, and system integrators. In addition, the company offers DefensePro Intrusion Prevention and Denial of Service products that protect against worms, bots, viruses, malicious intrusions, and DOS attacks; Inflight, a hardware device that provides online and network-based monitoring solutions; and APSolute Vision, an appliance-based management and monitoring system for information technology staff to centrally manage distributed devices and check the performance and security of enterprise wide application delivery infrastructures. It markets and sells its products primarily through distributors and resellers in North America, Europe, and Asia, as well as directly to select customers in the United States. Radware Ltd. was founded in 1996 and is headquartered in Tel Aviv, Israel.
Advisors' Opinion:- [By Evan Niu, CFA]
Rival ADC vendor Radware (NASDAQ: RDWR ) also issued disappointing preliminary results this morning, with its own revenue projected at $45 million -- also below its guidance. Radware said sales were strong in the U.S. market but cited weakness in EMEA and China for its weakness.
- [By Evan Niu, CFA]
What: Shares of Radware (NASDAQ: RDWR ) have fallen by as much as 24% after the company announced disappointing preliminary earnings for the first quarter.
- [By Seth Jayson]
Radware (Nasdaq: RDWR ) reported earnings on July 25. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), Radware met expectations on revenues and missed estimates on earnings per share.
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