Is Amazon.com's (NASDAQ: AMZN ) corporate glass half-full or half-empty? I take the positive side of the debate.
Amazon chief Jeff Bezos recently sought to reassure his shareholders that all is well. In a recent letter to stockholders, he stressed, "As I write this, our recent stock performance has been positive but we constantly remind ourselves of an important point -- as I frequently quote famed investor Benjamin Graham in our employee all-hands meetings: 'In the short run, the market is a voting machine but in the long run, it is a weighing machine.'"
That's no doubt uplifting but the thing is, skeptics might just be weighing Amazon's long-term prospects ever since they came across the findings of an intriguing Forrester research report.�
Forrester polled 4,500 adult U.S. online and discovered that in all prominent consumer classifications -- except for travel -- shoppers said that visiting a store counted as the most critical piece of research before making a purchase.
Top 5 Beverage Stocks To Invest In Right Now: Cirrus Logic Inc.(CRUS)
Cirrus Logic, Inc., a fabless semiconductor company, develops high-precision analog and mixed-signal integrated circuits (ICs) for audio and energy markets worldwide. The company offers analog and mixed-signal audio converter and audio digital signal processor (DSP) products, which include analog-to-digital converters (ADCs); digital-to-analog converters (DACs); chips for integrating ADCs and DACs into an IC; digital interface ICs; volume controls; and digital amplifiers, as well as audio DSPs for consumer electronics applications. Its audio products are used in various consumer applications, including portable media players, smartphones, tablets, AVRs, DVD and Blu-ray disc players, home theater systems, set-top boxes, MP3 players, gaming devices, sound cards, and digital televisions; professional applications comprising digital mixing consoles, multitrack digital recorders, and effects processors; automotive applications consisting of amplifiers, satellite radio systems, telematics, and multi-speaker car-audio systems; and networked digital audio applications. The company also provides high-precision analog and mixed-signal ICs for energy control, energy measurement, and energy exploration applications; and ICs, board-level modules, and hybrids under the Apex Precision Power brand name for high-power pulse width modulation (PWM) and power amplifier applications; and proprietary products, which include ADCs, DACs, linear amplifiers, PWM amplifiers, and amplifier ICs; and system reference designs. Its energy products are used in digital utility meters, power supplies, lighting ballasts, motor control, energy exploration, and high-power systems. The company sells its products primarily to through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was founded in 1984 and is headquartered in Austin, Texas.
Advisors' Opinion:- [By Evan Niu, CFA]
The biggest contributor to the drop was audio codec supplier Cirrus Logic's (NASDAQ: CRUS ) preliminary results, which hit the wire last night. The company said it expects last quarter's revenue come to about $206.9 million, falling shy of the $210.2 million consensus estimate.
- [By Selena Maranjian]
It's not just the overall stock market today that's volatile: Individual stocks can be even more zigzaggy. Consider audio-chip maker Cirrus Logic (NASDAQ: CRUS ) , which supplies many of Apple's (NASDAQ: AAPL ) iDevices. Between April 16 and April 18 of this year, the stock tanked by more than 17%, and it lost about 20% on May 23. Why? Well, about 90% of its revenue is tied to Apple, and Apple's position in the stock market today isn't what it used to be, with Steve Jobs gone, growth slowing, and margins being pressured. In mid-April, Cirrus warned of disappointing upcoming results, and got punished for that. In May, management cited profit-margin pressures of its own, along with competition and a maturing smartphone environment.
- [By Jeremy Bowman]
Apple shares also plummeted 5.5%, dipping below $400 for the first time in more than a year. Investors are worried that the iPhone maker will miss estimates when it reports earnings next week as a number of weak signs have emerged. Shares of Cirrus Logic (NASDAQ: CRUS ) , a key supplier of audio components for Apple products, finished down 15.7% after it lowered revenue expectations for the quarter and a lower-than-expected inventory, presumably on reduced demand from Apple. Analysts have also said they expect iPhone sales to be down from the December quarter and that the iPad mini could cut into gross margins.
Top Healthcare Technology Companies To Invest In 2014: PMC - Sierra Inc.(PMCS)
PMC-Sierra, Inc. engages in the design, development, marketing, and support of semiconductor solutions for the enterprise infrastructure and communications infrastructure markets. Its products include controllers based on Fibre Channel, Serial Attached SCSI, and Serial ATA that enable the development of external and server-attached storage systems; framers and mappers, which convert the data into a format for transmission in the network before the data is sent to the next destination; line interface units that transmit and receive signals over a physical medium, such as wire, cable, or fiber; and microprocessor-based system-on-chips, which perform the high-speed computations that help in identifying and controlling the flow of signals and data in various network equipment used in the communications, storage, and enterprise markets. The company also offers packet and cell processors that examine the contents of cells or packets, and perform various management and reporting functions; radio frequency transceivers, which transmit and receive broadband signals over the air; and serializers/deserializers that convert and multiplex traffic between slower speed parallel streams and higher speed serial streams. PMC-Sierra sells its products to end customers directly, as well as through distributors and independent manufacturers? representatives primarily in China, Asia, Japan, Taiwan, Europe, the United States, and the Middle East. The company was founded in 1983 and is based in Santa Clara, California.
Advisors' Opinion:- [By CRWE]
PMC (Nasdaq:PMCS), the semiconductor innovator transforming networks that connect, move and store big data, reported that the Company will present at the Citi 2012 Technology Conference on September 5, 2012, in New York, NY.
Top Healthcare Technology Companies To Invest In 2014: Resources Connection Inc.(RECN)
Resources Connection, Inc. provides professional services in the areas of finance, accounting, risk management and internal audit, corporate advisory, strategic communications and restructuring, information management, human capital, supply chain management, actuarial, and legal and regulatory services to support client-led projects and initiatives. It offers finance and accounting services, including financial analyses, budgeting and forecasting, audit preparation, public-entity reporting, tax-related projects, merger and acquisition due diligence, initial public offering assistance, and assistance in the preparation or restatement of financial statements; information management services, such as financial system/enterprise resource planning implementation, and post implementation optimization services; and corporate advisory, strategic communications, and restructuring services. The company also provides risk management and internal audit services comprising compliance r eviews, internal audit co-sourcing, and assistance services; supply chain management services, including strategic sourcing efforts, contract negotiations, and purchasing strategy services; and actuarial support services for pension and life insurance companies. In addition, it offers human capital services, such as change management, and compensation program design and implementation services; and legal and regulatory services comprising providing attorneys, paralegals, and contract managers to assist clients, such as law firms with project-based or peak period needs. Further, the company provides policyIQ, a Web-based content management product for documenting, managing, and communicating various types of business information, including policies and procedures, Sarbanes documentation, training documentation, and other business content. It operates in North America, Europe, and the Asia Pacific. The company was founded in 1996 and is headquartered in Irvine, California.
Advisors' Opinion:- [By Monica Gerson]
Resources Connection (NASDAQ: RECN) is estimated to post its Q1 earnings at $0.12 per share on revenue of $133.43 million.
Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets
- [By Jake L'Ecuyer]
Resources Connection (NASDAQ: RECN) shot up 7.38 percent to $15.29 after the company reported upbeat FQ2 earnings.
Rite Aid (NYSE: RAD) was also up, gaining 8.13 percent to $5.45 after the company reported a 2.9% gain in its December same-store sales.
- [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 Resources Connection (Nasdaq: RECN ) , whose recent revenue and earnings are plotted below.
Top Healthcare Technology Companies To Invest In 2014: Newcrest Mining Ltd (NCM)
Newcrest Mining Limited (Newcrest) is a gold, copper and silver producer that has operations and exploration projects in Australia, the Pacific region, Asia and West Africa. The Company�� segments include Cadia Valley, Telfer, Gosowong, Lihir, Hidden Valley JV, West Africa (includes Bonikro operations and exploration and evaluation activities in Cote d��voire) and Exploration and Other. Exploration and Other mainly consists of projects in the exploration, evaluation and feasibility phase and includes Namosi in Fiji, Wafi Golpu in Papua New Guinea (PNG), and Marsden and O��allaghans in Australia. Cadia Valley Operations (CVO) is a gold mining operation and is 100% owned by Newcrest. It is located approximately 25 kilometers from the city of Orange in central west New South Wales and is 250 kilometers west of Sydney. Advisors' Opinion:- [By Jonathan Burgos]
LG Electronics Inc., the world�� No. 2 television maker that gets about 30 percent of sales in North America, slipped 0.9 percent in Seoul. Newcrest Mining Ltd. (NCM), Australia�� biggest gold producer, declined 3.9 percent as the bullion traded near a three-month low. OZ Minerals Ltd., a copper supplier, tumbled 8.1 percent in Sydney after reducing its production forecast.
Top Healthcare Technology Companies To Invest In 2014: One Liberty Properties Inc.(OLP)
One Liberty Properties, Inc., a real estate investment trust (REIT), engages in the acquisition, ownership, and management of commercial real estate properties in the United States. The company�?s property portfolio includes retail furniture stores, as well as industrial, office, flex, health and fitness, and other properties. As of March 31, 2008, it owned 67 properties; holds a 50% tenancy in common interest in 1 property; and owns 4 properties through joint ventures. The company has elected to be treated as a REIT under the Internal Revenue Code. As a REIT, it would not be subject to federal income tax, if it distributes at least 90% of its taxable income to its shareholders. One Liberty Properties was founded in 1982 and is based in Great Neck, New York.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, commercial REIT One Liberty Properties (NYSE: OLP ) has earned a coveted five-star ranking.
- [By Dividends4Life]
One Liberty Properties, Inc. (OLP), a real estate investment trust (REIT), engages in the acquisition, ownership, and management of commercial real estate properties. December 10th the company increased its quarterly dividend 5.7% to $0.37 per share. the dividend is payable January 3, 2014, to stockholders of record on December 27, 2013. The yield based on the new payout is 6.9%.
- [By Marc Bastow]
Retail, industrial, health and fitness and flex-office real estate investment trust (REIT) One Liberty Properties (OLP) raised its quarterly dividend 5.7% to 37 cents per share, payable on Jan. 3 to shareholders of record as of Dec. 27.
OLP Dividend Yield: 7.21%
Top Healthcare Technology Companies To Invest In 2014: Axiall Corp (AXLL)
Axiall Corporation (Axiall), formerly Georgia Gulf Corporation, incorporated on April 16, 1984, is a manufacturer and an international marketer of chlorovinyl and aromatic chemicals and also manufacture and market vinyl-based building and home improvement products. The Company operates in three business segments: Chlorovinyls segment consists of two product groups: Electrovinyls products, which are composed of chlorine, caustic soda, ethylene dichloride (EDC), vinyl chloride monomer (VCM), and vinyl resins; and Compound products, which are composed of vinyl compounds, compound additives and plasticizers; Building Products segment consists of two primary product groups: Window and Door Profiles and Mouldings, and Outdoor Building Products, which consists of siding, pipe and pipe fittings and deck, fence and rail products, and Aromatics segment also contains two commodity chemical product groups: cumene; and phenol and acetone. In January 2013, the combined company formed by uniting Georgia Gulf with PPG's former commodity chemicals business is named Axiall Corporation.
Chlorovinyls segment
The chlorovinyls segment consists of an integrated chain of products, which including chlor-alkali and derivative products (chlorine, caustic soda, vinyl chloride monomer (VCM), vinyl resins, ethylene dichloride, chlorinated solvents, calcium hypochlorite, hydrochloric acid and phosgene derivatives and compound products (vinyl compounds and compound additives and plasticizers). In North America, the Company is one of the producers of VCM, vinyl resins, and vinyl compounds.
During the year ended December 31, 2012, approximately 45%t of its vinyl resins production was sold into the United States and Canadian merchant markets where its vinyl resins were used in a variety of flexible and rigid vinyl end-use applications. During 2012, the largest end-uses of its products were for pipe and pipe fittings, siding, extruded sheet and film and window profiles. Approximately 24% of its pro! duction was sold into the export market, and approximately 31% of its vinyl resins were used internally in the manufacture of its vinyl compounds and vinyl building products. During 2012, the Company used substantially all of its VCM production in the manufacture of vinyl resins in its PVC manufacturing operations. The Company sells all of its caustic soda to customers domestically and overseas in numerous industries, with the pulp and paper, chemical and alumina industries constituting its markets. Other markets for its caustic soda include soap and detergents and the water treatment industries.
Vinyl compounds are highly customized formulations that offer specific end-use properties based on customer-determined manufacturing specifications that enable its customers to utilize them directly in their manufacturing processes to fabricate their finished products. The Company produces flexible and rigid compounds, which are used in many different applications, including wire and cable insulation and jacketing, electrical outlet boxes and pipe fittings, window and furniture profiles and food-grade and general-purpose bottles. It also supplies chlorinated vinyl compounds (CPVC), to the extrusion and injection molding markets, mainly for production of hot water pipe and pipe fittings. The Company produces lubricants, stabilizers, impact modifiers and process aids used in the production of compounds, and which are part of the typical compound formulations. The majority of its additives and plasticizers are consumed internally.
Building Products Segment
The Window and Door Profiles and Mouldings Products have a level of customization based on customer specifications, whereas Outdoor Building Products are based more on industry standards. The Company manufactures and extrude vinyl window profiles, including frames, sashes, trim and other components, as well as vinyl patio door components and fabricated patio doors, which are sold primarily to window and door fabricators. I! ts sales ! are primarily to the custom segment of the vinyl window profile market with the profile design customized to a window fabricator's specific requirements. It manufactures and markets extruded decorative mouldings and millwork. Its decorative trim products are used for interior mouldings, such as crown, base and chair rail. For exterior mouldings, its products are used in applications, such as brick mouldings, and as components used in the fabrication of doors, windows and spas. This product line includes a series of offerings, such as bendable trim and paintable/stainable trim.
The Company�� outdoor building products (OBP) include siding; pipe and pipe fittings; and deck, fence, and rail. It manufactures vinyl siding, and it also offers a range of accessories, including vinyl soffit, aluminum soffit, fascia and trim and molded vent mounts and exterior shutters. These additional product offerings to its existing offerings include rich, dark, color-fast shades, as well as a siding system, which enables siding panels to withstand harsh wind conditions. It manufactures pipe and pipe fittings for the municipal and electrical markets, as well as pipe for plumbing applications. Its municipal pipe and pipe fittings product lines are used in potable water applications, as well as in storm and sewer applications. Its plumbing lines are used in residential and industrial applications to move storm and sanitary wastewater from the building to the municipal sewer at the property line. This product line is focused on at drain, waste and vent applications. Electrical, pipe, conduit and fittings are available in a range of sizes and configurations, to meet the needs of both commercial and residential applications.
The Company manufactures vinyl deck products that are sold by distributors and used primarily by professionally installed market segments. The Company�� deck product lines are positioned as a lower-maintenance alternative to conventional wood products.
Aromatics Seg! ment
The aromatics segment is integrated and consists of cumene and phenol/acetone products. Phenol/acetone products are co-products made from cumene in the same production process. The Company�� aromatic products are primarily commodity based products. It operates cumene plant located in Pasadena, Texas. About 28 % of its cumene was consumed internally, during 2012, to produce phenol and acetone. Cumene is used as an intermediate to make phenol and acetone and specialty chemicals and can be sold as an additive for gasoline blending.
Phenol is sold to a base of customers who are producers of a range of phenolic resins, engineering plastics and specialty chemicals. Phenolic resins are used as adhesives for wood products, such as plywood and Oriented Strand Board (OSB). Engineering plastics are used in compact discs, digital video discs, automobiles, household appliances, electronics and protective coating applications. It also sells phenol for use in insulation, electrical parts, oil additives and chemical intermediates. Acetone is a chemical used primarily in the production of acrylic resins, engineering plastics and industrial solvents. The Company sells the majority of its acetone into the acrylic resins market, where it is used in the manufacture of various plastics and coatings used for signage, automotive parts, household appliances, paints and industrial coatings. Other uses range from solvents for automotive and industrial applications to pharmaceuticals and cosmetics.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Thursday, basic materials shares were relative leaders, up on the day by about 1.20 percent. Among the leading sector stocks, gains came from Axiall (NYSE: AXLL), Materion (NYSE: MTRN), Huntsman (NYSE: HUN) and Joy Global (NYSE: JOY). - [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Thursday, basic materials shares were relative leaders, up on the day by about 1.20 percent. Among the leading sector stocks, gains came from Axiall (NYSE: AXLL), Materion (NYSE: MTRN), Huntsman (NYSE: HUN) and Joy Global (NYSE: JOY).
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