Yum! Brands (YUM), which is the biggest Westerner in China, is witnessing signs of improvement in its largest and most profitable overseas market. China�� same store sales has been pretty disappointing all this while since the chicken supply issue that the company got involved in last December. It�� been almost a year now and investors have been pretty skeptical about the stock.
China accounted for over half the revenue of Yum! last year and therefore is an essential market. Yum! claimed that the company would start reporting positive numbers in the second half of 2013, but numbers remained dull for long. The company was experiencing lackluster sale until recently when Yum! reported better than expected same store sales in October. So is this news of relief for investor?
Yum! was aggressively increasing its footprints in China when the company got hit by the chicken supply issue in December 2012. The company opened 889 outlets in the mainland last year as it earned over $1 billion operating profit from the region. But the entire expansion program got slowed after December 2012. Also, just when numbers started to improve in the first half of 2013, China got hit by the Avian Flu which again pulled back customers footfall.
5 Best Supermarket Stocks To Watch Right Now: AZZ Inc (AZZ)
AZZ incorporated, incorporated on March 29, 1956, is an electrical equipment and components manufacturer, serving the global markets of power generation, transmission and distribution, and the general industrial markets, and a provider of hot dip galvanizing services to the North American steel fabrication market. The Company operates in two segments: the Electrical and Industrial Products and Services Segment and the Galvanizing Services Segment. On October 1, 2012, the Company completed the acquisition of substantially all of the assets of Galvcast Manufacturing Inc. On January 2, 2013, the Company acquired G3 Galvanizing Limited (G3), a company with galvanizing operations in Halifax, Nova Scotia. On March 29, 2013, the Company completed its acquisition of Aquilex Specialty Repair and Overhaul LLC. In April 2013, it completed the acquisition of Aquilex Specialty Repair and Overhaul LLC (Aquilex SRO).
Electrical and Industrial Products and Services Segment
The Company�� Electrical and Industrial Products and Services Segment produces engineered specialty electrical products, industrial lighting and tubular products, all of which the Company market and sell both in domestic and international markets. The Company�� electrical products are designed, manufactured and configured to distribute electrical power to and from generators, transformers, switching devices and other electrical configurations and are supplied to the power generation, transmission and distribution markets and the general industrial market. The Company�� industrial products include industrial lighting and tubular products. The Company provides lighting products to the petroleum and food processing industries, and to other industries with lighting challenges. The Company also provides tubular products to the petroleum industry. In addition, the Company�� Electrical and Industrial Products and Services Segment provide electrical and mechanical equipment and services enhancing the safety of nuclear faci! lities.
Galvanizing Services Segment
The Galvanizing Services Segment provides hot dip galvanizing to the steel fabrication industry through facilities located throughout the South, Midwest, East Coast and Southwest of the United States and in the Canadian provinces of Quebec, Ontario and Nova Scotia. Hot dip galvanizing is a metallurgical process in which molten zinc is applied to a customer�� material. As of February 28, 2013, the Company operated thirty-five galvanizing plants, which are located in Alabama, Arkansas, Arizona, Colorado, Indiana, Illinois, Louisiana, Kentucky, Minnesota, Mississippi, Missouri, Ohio, Oklahoma, Tennessee, Texas, Virginia and West Virginia in the United States and Ontario, Quebec and Nova Scotia in Canada. The Company serves fabricators or manufacturers that provide services to the electrical and telecommunications, bridge and highway, petrochemical and general industrial markets, and numerous original equipment manufacturers.
Advisors' Opinion:- [By Roberto Pedone]
Another earnings short-squeeze prospect is electrical equipment and components maker AZZ (AZZ), which is set to release numbers on Friday before the market open. Wall Street analysts, on average, expect AZZ to report revenue of $202.83 million on earnings of 66 cents per share.
The current short interest as a percentage of the float for AZZ sits at 2.9%. That means that out of the 24.47 million shares in the tradable float, 696,000 shares are sold short by the bears. If the bulls get the earnings news they're looking for, then shares of AZZ could spike sharply higher post-earnings as the bears look to cover some of their bets.
From a technical perspective, AZZ is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last three months, with shares moving higher from its low of $34.61 to its recent high of $44.69 a share. During that uptrend, shares of AZZ have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of AZZ within range of triggering a near-term breakout trade post-earnings.
If you're bullish on AZZ, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance at $44.69 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 229,856 shares. If that breakout triggers, the AZZ will set up to re-test or possibly take out its 52-week high at $49.10 a share. Any high-volume move above that level will then give AZZ a chance to trend north of $50 a share.
I would simply avoid AZZ or look for short-biased trades if after earnings it fails to trigger that breakout and then drops back below its 200-day at $41.10 a share with high volume. If we get that move, then AZZ will set up to re-test or possibly take out its next major support levels a
Best US Companies To Own In Right Now: World Fuel Services Corporation (INT)
World Fuel Services Corporation, a fuel logistics company, engages in marketing, selling, and distributing aviation, marine, and land fuel products and related services worldwide. The company operates in three segments: Aviation, Marine, and Land. The Aviation segment offers fuel and related services to commercial airlines, second and third-tier airlines, cargo carriers, regional and low cost carriers, airports, fixed based operators, corporate fleets, fractional operators, private aircraft, military fleets, and to the U.S. and foreign governments. Its aviation related services include fuel management, price risk management, arranging ground handling, and dispatch services; and arranging and providing international trip planning, including flight plans, weather reports, and overflight permits. The Marine segment offers fuel and related services to international container and tanker fleets, commercial cruise lines, yachts, and time-charter operators, as well as to the U.S. and foreign governments. Its marine fuel related services comprise management services for the procurement of fuel, cost control, quality control, and claims management. This segment also provides various services, which consist of fueling of vessels in port and sea, and transportation and delivery of fuel and fuel products. The Land segment offers fuel and related services to petroleum distributors operating in the land transportation market; retail petroleum operators; and industrial, commercial, and government customers, as well as engages in crude oil marketing activities. Its land related services include management services for the procurement of fuel and price risk management. In addition, the company offers transaction management services, which consists of card payment solutions and merchant processing services to customers in the aviation, marine, and land transportation industries. World Fuel Services Corporation was founded in 1984 and is headquartered in Miami, Florida.
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, fuel logistics company World Fuel Services (NYSE: INT ) has earned a coveted five-star ranking.
- [By Eric Volkman]
World Fuel Services (NYSE: INT ) is about to pump out its latest distribution to stockholders. The company has declared a quarterly dividend of $0.0375 per share of its stock, to be paid on July 5 to shareholders of record as of June 21.
Best US Companies To Own In Right Now: iShares MSCI Spain Capped ETF (EWP)
iShares MSCI Spain Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Spanish market, as measured by the MSCI Spain Index (the Index). The Index seeks to measure the performance of the Spanish equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Tom Aspray]
Even more surprising is Spain whose unemployment rate is over 26%. The iShares MSCI Spain (EWP) was down 6% for the year in late June, but is now up over 11%. All three look positive technically but are closing the week above their starc+ bands indicating that we should get a better entry point in the next few weeks.
Best US Companies To Own In Right Now: Comfort Systems USA Inc. (FIX)
Comfort Systems USA, Inc. provides installation, maintenance, repair, and replacement services for the heating, ventilation, and air conditioning (HVAC) systems in the mechanical services industry in the United States. The company engages in the design, engineering, integration, installation, and start-up of HVAC, building automation controls, and related systems; and maintenance, repair, replacement, reconfiguration, and monitoring of HVAC systems and industrial process piping. It also provides specialized applications, such as building automation control systems, fire protection, process cooling, electronic monitoring, and process piping, as well as electrical and plumbing services. The company offers its services for office buildings, retail centers, apartment complexes, and manufacturing plants, as well as healthcare, education, and government facilities. It serves building owners and developers, general contractors, architects, consulting engineers, and property manag ers in the commercial, industrial and institutional HVAC markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
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 Comfort Systems USA (NYSE: FIX ) , whose recent revenue and earnings are plotted below.
Best US Companies To Own In Right Now: EMS Seven Seas ASA (EMS)
EMS Seven Seas ASA, formerly known as Eitzen Maritime Services ASA, is a Norway-based company active in the shipping industry. It is operational through two divisions: Ship Management and Ship Supply, servicing clients within the military, merchant, fisheries, offshore and cruise market segments. The Ship Management (and Insurance) unit provides technical management, crewing, newbuilding and project consultancy services, ship agency services and marine insurance brokering. It has its main operations in the Baltic, Russia, India and Singapore. Ship Supply provides provisions, duty free products, stores, spares and marine products and equipment to the merchant marine, offshore, fishing fleet, military and cruise market. This segment operates in Norway, Germany, the Netherlands, Spain, the United Arab Emirates (UAE), Djibouti and Singapore. Eitzen Maritime Services ASA is active internationally through its subsidiaries. Advisors' Opinion:- [By victorselva]
In a macro view, revenues in the electronic equipment and instrument sub-industry will remain strong due to the rise in equipment and instrument manufacturers. Distributors, electronic manufacturing service (EMS) companies and original equipment manufacturers (OEM) are going to increase orders as the economy improves in the future. With this promising outlook, let's take a look at Gabelli麓s last trade and try to explain to investors the reasons of this appealing investment opportunity.
Best US Companies To Own In Right Now: Fifth Street Senior Floating Rate Corp (FSFR)
Fifth Street Senior Floating Rate Corp., incorporated on May 22, 2013, is a closed-end, non-diversified management investment company. The Company investment objective is to maximize the Company�� portfolio�� total return by generating income from its debt investments while seeking to preserve its capital. The Company intends to achieve its investment objective by investing primarily in senior secured loans, including first lien, unitranche and second lien debt instruments, that pay interest at rates, which are determined periodically on the basis of a floating base lending rate, made to private middle market companies whose debt is rated below investment grade, which the Company refer to collectively as senior loans. The Company�� investment adviser is Fifth Street Management.
The Company may also invest in senior unsecured loans issued by private middle market companies and, to a lesser extent, subordinated loans issued by private middle market companies and senior and subordinated loans issued by public companies. Under normal market conditions, at least 80% of the value of its net assets plus borrowings for investment purposes will be invested in floating rate senior loans. Senior loans pay interest at rates, which are determined periodically on the basis of the London-Interbank Offered Rate (LIBOR) plus a premium. Senior loans in which the Company expects to invest are made to United States and, to a limited extent, non- United States corporations, partnerships and other business entities which operate in various industries and geographical regions.
Advisors' Opinion:- [By Marc Bastow]
Management investment company Fifth Street Senior Floating Rate Corp. (FSFR) raised its quarterly dividend 15% to 23 cents per share, payable April 15 to shareholders of record as of March 31.
FSFR Stock�Dividend Yield: 6.88%
No comments:
Post a Comment