With shares of SunPower Corporation (NASDAQ:SPWR) trading at around $15.18, is SPWR an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
C = Catalyst for the Stock�� Movement
SunPower has seen a lot of volatility lately. This has a lot to do with SunPower being one of the top players in a weak industry. Many longs like the company, and many shorts hate the industry. Let�� take a look at some positives and negatives for SunPower.
Positives:
Most efficient solar panels in industry (residential) Strong performance from rooftop and ground mount teams Consistently improving revenues on an annual basis Strong revenue growth in Americas and Asia-Pacific Gross margin expansion Improved cash flow Increased demand Residential lease growth Cost structure improvements Analysts like the stock (kind of): 4 Buy, 11 Hold, 3 SellNegatives:
Consistent losses Revenue declines in Europe, Middle East, and Africa Increased competition Foreign exchange risksNow let�� take a look at some numbers. The chart below compares fundamentals for SunPower, First Solar (NASDAQ:FSLR), and Trina Solar (TSLR). SunPower has a market cap of $1.81 billion, First Solar has a market cap of $3.79 billion, and Trina Solar has a market cap of $387.69 million.
5 Best Trucking Stocks To Watch For 2015: Box Ships Inc.(TEU)
Box Ships Inc. owns and operates containerships. As of August 16, 2011, it operated a fleet of 7 containerships with a total carrying capacity of 33,237 twenty-foot equivalent units. The company was founded in 2010 and is based in Athens, Greece.
Advisors' Opinion:- [By Monica Gerson]
Box Ships (NYSE: TEU) slipped 18.49% to $1.94 after the company priced 5 million units at $2.05 per unit.
China Auto Logistic (NASDAQ: CALI) shares dropped 9.06% to $3.17 after the company announced 2013 results. China Auto Logistic posted its net income of $524,260, or $0.14 per share.
- [By Monica Gerson]
Box Ships (NYSE: TEU) shares fell 20.38% to reach a new 52-week low of $1.90 after the company priced 5 million units at $2.05 per unit.
Toyota Motor (NYSE: TM) shares reached a new 52-week low of $104.90. Toyota shares have dropped 4.90% over the past 52 weeks, while the S&P 500 index has gained 17.50% in the same period.
Top Healthcare Equipment Stocks To Invest In Right Now: V.F. Corporation(VFC)
V.F. Corporation designs and manufactures, or sources from independent contractors various apparel and footwear products primarily in the United States and Europe. The company offers apparel, footwear, outdoor gear, skateboard-inspired and surf-inspired footwear, backpacks, luggage, handbags and accessories, outdoor apparel, travel accessories, and women?s active wear primarily under the Vans, The North Face, JanSport, Eastpak, Kipling, Napapijri, Reef, Eagle Creek, and lucy brands; and denim and casual bottoms, and tops principally under Wrangler, Lee, Riders, Rustler, and Timber Creek by Wrangler brands. Its products also include occupational, athletic, and licensed apparel primarily under the Red Kap, Bulwark, Majestic, MLB, NFL, and Harley-Davidson brands; men?s fashion sportswear, denim bottoms, sleepwear, underwear, as well as handbags, luggage, backpacks, and accessories principally under the Nautica and Kipling brands; and denim and casual bottoms, sportswear, acce ssories, men?s apparel and footwear, and women?s sportswear primarily under the 7 For All Mankind, John Varvatos, Splendid, and Ella Moss brands. The company sells its products to specialty stores, department stores, national chains, and mass merchants primarily through its sales force, independent sales agents, and distributors. V.F. Corporation was founded in 1899 and is based in Greensboro, North Carolina.
Advisors' Opinion:- [By Mike Deane]
Before the opening bell on Friday morning, VF Corp (VFC) reported its fourth quarter earnings, posting higher revenues and earnings from last year’s Q4, but still missing analysts’ expectations.
VFC’s Earnings in Brief
VFC reported fourth quarter revenues of $3.258 billion, which are up 9% from last year’s Q4 revenues of $3.003 billion. Net income for the quarter came in at $367.7 million, up 10% from the $334 million reported for last year’s Q4. VF Corp reported Q4 EPS of 82 cents, up 9% from the 75 cents reported for last year’s Q4. VFC missed analysts’ EPS estimates of 84 cents, and came in slightly below revenue views of $3.34 billion. Looking ahead to FY2014, VFC sees EPS in the range of $3 to $3.05, which is below analysts’ expectations of $3.09.CEO Commentary
VF’s chairman and CEO, Eric Wiseman, had the following to say about the company’s earnings:���013 was a terrific year for VF with record gross margin and earnings per share. The combined power of our brands and platforms remains our greatest competitive advantage enabling us to push the envelope on product innovation to connect even more intensely with consumers and providing stellar returns to our shareholders.”
VFC Declares Dividend
VF Corp declared its quarterly dividend of 26.25 cents, which is payable on March 20, 2014 to all shareholders on record as of March 10.
Stock Performance
VFC stock was down $3.59, or 5.99%, in pre-market trading. YTD, the company’s stock is down 3.99%.
- [By Marc Bastow]
Global apparel company VF (VFC) raised its quarterly dividend 21% to $1.05 per share, payable on Dec. 20 to shareholders of record as of Dec. 10. VFC also announced a 4:1 stock split, effective on Dec. 20 to shareholders of record as of Dec. 10.
VF Dividend Yield:�1.99%
Top Healthcare Equipment Stocks To Invest In Right Now: Stewart Enterprises Inc.(STEI)
Stewart Enterprises, Inc., through its subsidiaries, provides funeral and cemetery products and services in the death care industry in the United States and Puerto Rico. The company also offers a range of funeral merchandise and services, as well as cemetery property, cremation, merchandise, and services. Its funeral homes provide various services and products, including the family consultation, removal and preparation of remains, usage of funeral home facilities for visitation, worship and funeral services, transportation services, flowers, and caskets. The company also sells cemetery property and related merchandise, which includes lots, lawn crypts, family and community mausoleums, monuments, markers, and burial vaults; and provides burial site openings and closings and inscriptions. In addition, it maintains cemetery grounds under cemetery perpetual care contracts and local laws. As of January 31, 2011, the company owned and operated 218 funeral homes and 141 cemeterie s. Stewart Enterprises, Inc. was founded in 1910 and is based in Jefferson, Louisiana.
Advisors' Opinion:- [By Chris Katje]
Service Corporation (SCI), the largest funeral home operator in the United States, made news last week with its large acquisition of Stewart Enterprises (STEI). The acquisition was well received by investors, as shares rose 8% on the day of the announcement. Together, the two companies will see huge cost savings advantages and a backlog that is currently undervalued.
Top Healthcare Equipment Stocks To Invest In Right Now: CareFusion Corp (CFN)
CareFusion Corporation (CareFusion), incorporated on January 14, 2009, is a global medical technology company. The Company operates in two segments: Medical Systems and Procedural Solutions. The Medical Systems segment is organized around its medical equipment businesses. The Company�� Medical Systems segment�� business units and product lines include Infusion Systems, Dispensing Technologies, and Respiratory Technologies. The Procedural Solutions segment is organized around the Company�� disposable products and reusable surgical instruments businesses. The Company�� Procedural Solutions segment�� business units and product lines include Infection Prevention, Medical Specialties and Specialty Disposables. In August 2011, the Company acquired Rowa. In June 2012, the Company acquired U.K. Medical Limited. In July 2012, Natus Medical, Inc. acquired the Nicolet neurodiagnostic business from CareFusion. Effective December 31, 2013, CareFusion Corp acquired Vital Signs Inc from GE Healthcare, a unit of General Electric Co.
Medical Systems Segment
The Company�� develops, manufactures and markets capital equipment and related supplies for medication management, which includes its infusion and medication dispensing technologies, supply dispensing technologies and respiratory technologies. Its products are designed to enable healthcare professionals to improve patient safety by reducing medication errors and improving administrative controls, while simultaneously improving workflow and increasing operational efficiency. The Company sells these products primarily through its direct sales force, but use third-party distributors as well, particularly outside the United States. Many of its products in this segment are integrated with other information systems within the hospital, including financial and business systems that support patient admissions, discharges and transfers, operational systems that include inventory management and clinical systems that include pharmacy inf! ormation and electronic medical records.
The Company offers value-added services and programs, software technical services and clinical education, which are designed to enhance its customers��utilization of its medical equipment products. The Company�� project management, field service organization and customer call centers support its customers before, during and after product installation. The Company�� project management teams assist customers with the development of project implementation plans, which are designed to ensure rapid, seamless implementation of its products. The Company�� field service organization provides on-site expertise to resolve customers��service issues. The Company�� customer call centers provide additional support to its customers.
The Company is engaged in designing, developing and marketing of IV infusion systems that deliver medications and other fluids directly into a patient�� veins in precise, measured quantities over a range of infusion rates. The Company is provider of point-of-care systems that automate the dispensing of medications and supplies in hospitals and other healthcare facilities in the United States. The Company develops, manufactures, markets and services mechanical ventilators and associated consumables for patients with respiratory disorders.
The Company competes with Baxter International, B. Braun, Fresenius Kabi, Hospira, Omnicell, McKesson; Drager, and MAQUET.
Procedural Solutions Segment
The Procedural Solutions segment is organized around its disposable products and reusable surgical instruments businesses. In its Procedural Solutions segment, the Company develops, manufactures and markets single-use skin antiseptic and other patient-preparation products, non-dedicated IV infusion administration sets and accessories, reusable surgical instruments and non-dedicated ventilator circuits and other disposables used for providing respiratory therapy. The products in this segm! ent are u! sed in the operating room, interventional suites, and in the critical care departments of hospitals. The Company sells these products and services through a combination of direct sales representatives and third-party distributors.
The Company�� Infection Prevention business unit consists mainly of single-use medical products used in surgical and vascular access procedures, including skin preparation products and disposable IV infusion administration sets and accessories. The Company�� Medical Specialties business unit consists mainly of specialty medical devices used in delivering interventional care and reusable surgical instrumentation products. The Company�� Specialty Disposables business unit focuses on providing clinicians with respiratory consumable products that work either independently or in conjunction with its range of ventilators.
The Company competes with 3M, ICU Medical, Becton, Dickinson, Baxter International, B. Braun; Hospira; Smiths Medical; CR Bard, Integra Life Sciences, and Teleflex.
Advisors' Opinion:- [By ovenerio]
In the medical supplies division (17%), Covidien competes with Becton Dickinson (BDX), 3M (MMM), Con- Med, CareFusion (CFN) and First Quality.
Strengths
- [By John Udovich]
Overlooked mid cap medical�technology and systems�stock CareFusion Corporation (NYSE: CFN) could offer nice growth in the healthcare space, meaning its worth taking a closer look at the stock along with the performance of potential benchmarks like the iShares Dow Jones US Medical Device ETF (NYSEARCA: IHI) and SPDR S&P Health Care Equipment ETF (NYSEARCA: XHE). I should mention that we have recently added CareFusion Corporation to our SmallCap Network Elite Opportunity (SCN EO) portfolio because the�stock continues to be in a long-term thrusting patter and we believe its also�undervalued based on current valuation.
- [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 CareFusion (NYSE: CFN ) , whose recent revenue and earnings are plotted below.
Top Healthcare Equipment Stocks To Invest In Right Now: CAMAC Energy Inc (CAK)
CAMAC Energy Inc. (CAMAC), incorporated on December 12, 1979, is an independent oil and gas exploration and production company focused on energy resources in Africa. Its asset portfolio consists of nine production and exploration licenses in four countries covering an area of 43,000 square kilometers (approximately 10 million acres), including existing production and other projects offshore Nigeria, as well as exploration licenses with hydrocarbon potential onshore and offshore Kenya, offshore Gambia, and offshore Ghana.
Nigeria
The Company owns 100% of the economic interests under a Production Sharing Contract (PSC) and related assets, contracts and rights pertaining to those certain Oil Mining Leases 120 and 121 (OMLs 120 and 121) including the producing Oyo Field which is located in deep-water (200-500 meters) approximately 75 kilometers (46 miles) offshore Nigeria. In September 2013, drilling operations commenced on the Oyo-7 well in OML 120. In October 2013, the preliminary results from the Oyo-7 well were announced. Based on logging while drilling (LWD) data, the well encountered gross oil pay of 133 feet (net oil pay of 115 feet) and gross gas pay of 103 feet (net gas pay of 93 feet) in the gas cap from the producing Pliocene reservoir, with reservoir. The top of the reservoir was penetrated at 5,564 feet.
Kenya
The Kenya PSCs for blocks L1B and L16 each provide for an initial exploration period of two years with specified minimum work obligations during that period. The Company conducts, for each block, a gravity and magnetic survey and acquire, process and interpret two dimensional (2D) seismic data. The gravity and magnetic survey on blocks L1B and L16 was completed in April 2013. The Company has the right to apply for up to two additional two-year exploration periods with specified additional minimum work obligations, including the acquisition of three dimensional (3D) seismic data and the drilling of one exploratory well on each block du! ring each such additional period. In December 2013, the Company initiated an Environmental and Social Impact Assessment (ESIA) study in blocks L1B and L16 in order to obtain the license to carry out a 2D seismic survey.
The Kenya PSCs for blocks L27 and L28 each provide for an initial exploration period of three years with specified minimum work obligations during that period. The Company conducts, for each block, a regional geological and geophysical study, acquire 2D seismic data and acquire, process and interpret 3D seismic data. The Company has the right to apply for up to two additional two-year exploration periods with specified additional minimum work obligations, including the drilling of one exploratory well on each block, during each such additional period. CAMAC is participating in a multi-client combined gravity / magnetic and 2D seismic survey which is underway in blocks L27 and L28.
The Gambia
The Gambia Licenses for both blocks provide for an initial exploration period of four years with specified minimum work obligations during that period. The Company conducts, for each block, a regional geological study, acquire process and interpret 750 square kilometers of 3D seismic data, drill one exploration well to the total depth of 5,000 meters below mean sea level and evaluate drilling results. The Company has the right to apply for up to two additional two-year exploration periods with specified additional minimum work obligations, including the drilling of one exploration well during each additional period for each block.
Advisors' Opinion:- [By Rich Bieglmeier]
But, we'll take a look at CAMAC Energy Inc (NYSEMKT:CAK).� Since the odds are you haven't heard of CAK, the company is an independent oil and gas exploration and production company focused on energy resources in Africa. Its asset portfolio consists of nine production and exploration licenses in four countries covering an area of 43,000 square kilometers (approximately 10 million acres), including existing production and other projects offshore Nigeria, as well as exploration licenses with hydrocarbon potential onshore and offshore Kenya, offshore Gambia, and offshore Ghana.
Top Healthcare Equipment Stocks To Invest In Right Now: Martin Marietta Materials Inc. (MLM)
Martin Marietta Materials, Inc., together with its subsidiaries, engages in the production and sale of aggregates for the construction industry primarily in the United States, Canada, the Bahamas, and the Caribbean Islands. The company operates in four segments: Mideast Group, Southeast Group, West Group, and Specialty Products. It mines, processes, and sells granite, limestone, sand, gravel, and other aggregate products for use in the public infrastructure, and nonresidential and residential construction industries, as well as in the agriculture, railroad ballast, chemical, and other applications. The company also offers asphalt, ready mixed concrete, and road paving materials. In addition, it manufactures and markets magnesia-based chemical products for the industrial, agricultural, and environmental applications; and dolomitic lime primarily for use in the steel industry. These chemical products are used in flame retardants, wastewater treatment, pulp and paper producti on, and other environmental applications. Martin Marietta Materials, Inc. was founded in 1993 and is based in Raleigh, North Carolina.
Advisors' Opinion:- [By MONEYMORNING]
Too bad Einhorn's next slide was Martin Marietta Materials Inc. (NYSE: MLM), whose stock symbol happens to be MLM...
Oops! The crowd, also expecting the idea to be shorting Herbalife, turned heel and sent out orders from the conference to cover their Herbalife shorts. The stock rose on the day.
- [By Ben Levisohn]
Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.
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