With shares of Cisco Systems (NASDAQ:CSCO) trading around $20, is CSCO 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 MovementCisco Systems designs, manufactures, and sells Internet protocol-based networking and other products related to communications, and provides services associated with these products and their use to information technology industries worldwide. The company provides a line of products for transporting data, voice, and video within buildings, across campuses, and around the world. Its products are designed to transform how people connect, communicate, and collaborate. Cisco operates in five segments: United States and Canada, European markets, emerging markets, Asia Pacific, and Japan.
Cisco Systems has cut its long-term forecast for both earnings and revenue amid a myriad of problems. The announcement was made at an analyst meeting on Thursday, Reuters reports. Cisco executives cut the company�� revenue growth prospects in the next three to five years from 5 to 7 percent to between 3 and 6 percent. The company said it expects its core network equipment business to stay flat during that time frame. Cisco hopes that increases in software, services, and security products will offset the drop in network equipment.
Best Income Stocks To Watch For 2015: Oil-Dri Corporation Of America(ODC)
Oil-Dri Corporation of America engages in the development, manufacture, and marketing of sorbent products in the United States and internationally. The company offers cat litter products, including coarse and scoopable products under Cat?s Pride and Jonny Cat brands; industrial and automotive sorbent products comprising clay-based, polypropylene-based, and cotton-based sorbent products to absorb oil, grease, water, and chemical spills under the Oil-Dri brand; and bleaching clay and clarification aid products for bleaching, purification, and filtration applications under Pure-Flo, Perform, Select, and Ultra-Clear names. It also provides agricultural and horticultural products consisting of granular and powdered mineral absorbent products that are used as carriers for crop protection chemicals, agricultural drying agents, bulk processing aids, growing media components, and seed enhancement media under Agsorb, Verge, Flo-Fre, and Terra-Green brands. In addition, the company offers animal health and nutrition products, such as enterosorbent products and animal feed binders for the livestock industry under Calibrin, ConditionAde, Pel-Unite, and Pel-Unite Plus names; and sports products for use on baseball, football, and soccer fields under the Pro?s Choice brand. Its customers include mass merchandisers, wholesale clubs, drugstore chains, pet specialty retail outlets, dollar stores, retail grocery stores, distributors of industrial cleanup and automotive products, environmental service companies, and sports field product users; processors and refiners of edible oils, petroleum-based oils, and biodiesel fuel; manufacturers of animal feed and agricultural chemicals; and marketers of consumer products. Oil-Dri Corporation of America sells its products through sales force; food brokers; distributors, including industrial, auto parts, safety, sanitary supply, chemical, and paper distributors; and catalogs. The company was founded in 1941 and is based in Chicago, Illinois.
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 Oil-Dri Corp. of America (NYSE: ODC ) , whose recent revenue and earnings are plotted below.
Top 10 Information Technology Stocks To Watch Right Now: Customers Bancorp Inc (CUBI)
Customers Bancorp, Inc. (Customers Bancorp), incorporated in April 2010, through its wholly owned subsidiary Customers Bank (the Bank), provides financial products and services to small businesses, not-for-profits and consumers through its fourteen branches in Southeastern Pennsylvania (Bucks, Berks, Chester and Delaware Counties), Rye, New York (Westchester County) and Hamilton, New Jersey (Mercer County). Customers Bank also provides liquidity to the mortgage market worldwide through the operation of its mortgage warehouse business. As of December 31, 2011, Customers Bancorp had total assets of $2.08 billion, including net loans (including held for sale loans) of $1.50 billion, total deposits of $1.58 billion. The Company offers a range of banking products and financial services to its commercial and consumer customers in Suburban Philadelphia, Pennsylvania, Central New Jersey and Southeastern New York. It offers a range of lending products to cater to its customers��needs, including small business loans, mortgage warehouse loans, multi-family and commercial real estate loans, residential mortgage loans and consumer loans. It also offers traditional depository products, including commercial and consumer checking accounts, non-interest-bearing demand accounts, money market deposit accounts, savings accounts and time deposit accounts and cash management services. On September 17, 2011, Customers Bank became a wholly owned subsidiary of Customers Bancorp. On September 17, 2011, Customers Bancorp acquired Berkshire Bancorp, Inc. and its subsidiary Berkshire Bank. In May 2013, Customers Bancorp Inc merged with CMS Bancorp Inc.
Lending Activities
The Company focuses its lending efforts to the lending areas, such as commercial lending, which includes business, small business and multi-family and commercial real estate lending; specialty Lending, which include warehouse lending, and consumer lending, which include local market mortgage lending and home equity lending. It also pr! ovide warehouse financing worldwide and multi-family lending in the Mid-Atlantic States.
The Bank�� commercial lending is segmented into three groups, which include multi-family and commercial real estate, business banking and small business banking. The small business banking platform originates loans, including small business administration loans, through the branch network sales force and a team of dedicated small business relationship managers. During the year ended December 31, 2011, it originated and closed $121.5 million of multi-family loans commitments. As of December 31, 2011, it had $536.9 million in commercial loans outstanding, comprising approximately 35.3% of its total loan portfolio (which includes loans held for sale). During 2011, it originated and closed $167.7 million of commercial loans and commitments. As of December 31, 2011, loans in its warehouse lending portfolio, as well as loans held for sale totaled $794.3 million outstanding, comprising approximately 52.3% of its total loan portfolio (which includes loans held for sale). During the year ended December 31, 2011, it funded $7.7 billion of mortgage loans under warehouse facilities.
The Company offers a range of deposit products to its customers, including checking accounts, savings accounts, money market accounts and other deposit accounts, including fixed-rate, fixed-maturity retail time deposits ranging in terms from 30 days to five years, individual retirement accounts, and non-retail time deposits consisting of jumbo certificates greater than or equal to $100,000. As of December 31, 2011, its deposit portfolio was consisted of 54.9% of core deposits. Its financial products include Internet banking, wire transfers, electronic bill payment, lock box services, remote deposit capture services, courier services, merchant processing services, cash vault, controlled disbursements, positive pay and cash management services (including account reconciliation, collections and sweep accounts).
! Sources o! f Fund
The Company offers a range of deposit accounts, including checking, savings, money market and time deposits. Deposits are obtained primarily from its service area. As of December 31, 2011, the total deposits grew to $1.58 billion.
Investment Activities
The Company�� investment securities portfolio consists of United States Treasury, government agency and mortgage-backed securities (guaranteed by an agency of the United States government and non-agency guaranteed), municipal securities, domestic corporate debt, and asset-backed securities. In addition to generating revenue, it maintains the investment portfolio to manage interest rate risk, provide liquidity, provide collateral for other borrowings and diversify the credit risk of earning assets. As of December 31, 2011, $79.1 million of its investment securities were classified as available for sale (AFS). As of December 31, 2011, the fair value of its investment securities portfolio was approximately $409.9 million. As of December 31, 2011, it held $319.5 million of investment securities that were classified as held to maturity (HTM).
Advisors' Opinion:- [By Rich Smith]
Wyomissing, Pa.-based Customers Bancorp (NASDAQ: CUBI ) has a new CFO.
On Tuesday, Customers Bancorp announced that Interim Chief Financial Officer James D. Hogan�intends to retire from the bank on Aug. 13. Replacing Hogan will be Robert E. Wahlman, a new hire from Doral Financial, who will join Customers initially in the post of executive vice president on Aug. 5, and then be promoted to permanent CFO on the 13th.
Top 10 Information Technology Stocks To Watch Right Now: Airbus Group NV (EADSF)
Airbus Group NV, known as European Aeronautic Defence and Space Company EADS NV, is a Netherlands-based company active within the aerospace and defense sector. The Company manufactures aircrafts, helicopters, commercial space launch vehicles, missiles, satellites, defense systems and defense electronics, and offers services related to these activities. The Company oprates four divisions. The Airbus division comprises the Airbus Commercial and Airbus Military segments, which develop, manufacture, market and sell commercial jet aircrafts, military transport aircrafts and special mission aircrafts, among others. The Eurocopter division develops, markets and sells civil and military helicopters. The Astrium division develops, manufactures and sells satellites, orbital infrastructures and launchers, as well as provides space-related services. The Cassidian division develops, manufactures and sells missiles systems, military combat and training aircrafts, among others. Advisors' Opinion:- [By CNNMoney Staff]
Shares in Airbus (EADSF) were rising by 5% in Europe after the firm reported better-than-expected quarterly results.
Investors will also be focusing on developments in the pharmaceutical industry Tuesday. The American drug maker Pfizer (PFE, Fortune 500) wants to buy Britain's AstraZeneca (AZN) and both CEOs will appear before a U.K. parliamentary committee to answer questions about the potential takeover.
- [By Alanna Petroff]
Airbus, part of the pan-European aerospace conglomerate EADS (EADSF), is hoping that all airlines will adopt the 18-inch standard for long-haul flights.
Top 10 Information Technology Stocks To Watch Right Now: First Financial Corporation Indiana(THFF)
First Financial Corporation, through its subsidiaries, provides various financial services. Its deposit products include interest-bearing and non-interest-bearing demand deposits, savings accounts, time deposits, and certificates of deposit. The company?s loan portfolio comprises commercial, financial, and agricultural loans; residential loans; and consumer loans. It also provides mortgage lending; lease financing; trust account and depositor services; and insurance services, such as property and casualty insurance, surety bonds, employee benefit plans, life insurance, and annuities. The company operates 54 branches in west-central Indiana and east-central Illinois. First Financial Corporation was founded in 1984 and is headquartered in Terre Haute, Indiana.
Advisors' Opinion:- [By Doug Hughes]
Doug Hughes: Sure, there is another one. The next one, the symbol would be (THFF). They're in Indiana, a very large bank. First Federal Financial Corporation. Again, their book value is $27.
- [By James E. Brumley]
What do Prospect Capital Corporation (NASDAQ:PSEC), Astec Industries, Inc. (NASDAQ:ASTE), and First Financial Corp. (NASDAQ:THFF) have in common? Not much, on the surface. In fact, were it not for something very specific to one particular person (me), they'd have nothing in common at all. This week though, THFF, ASTE, and PSEC all have at least one thing in common, and that's the fact that they're all going into my mental/hypothetical portfolio.
Top 10 Information Technology Stocks To Watch Right Now: Nuverra Environmental Solutions Inc (NES)
Nuverra Environmental Solutions, Inc., formerly Heckmann Corporation, incorporated on May 29, 2007, provides environmental solutions to protect, enhance and advance environmental sustainability. Nuverra provides full-cycle environmental solutions to a national customer base consisting of two distinct end markets: Shale Solutions and Industrial Solutions.
The Company is focused on the removal, treatment, recycling, transportation and disposal of restricted solids, fluids and hydrocarbons for E&P customers. It also provides a one-stop-shop for energy recovery, re-refining and recycling of used motor oil and oily wastewater; plus a closed loop spent antifreeze program for retail, automotive and manufacturing customers. Nuverra specializes in providing environmentally compliant and sustainable solutions to a national footprint of customers.
Shale Solutions
Shale Solutions provides environmental solutions for unconventional oil and gas exploration and production, including the delivery, collection, treatment, recycle, and disposal of restricted environmental products used in the development of unconventional oil and natural gas fields. The Company operates in select shale areas in the United States, including the Marcellus/Utica, Eagle Ford, Bakken, Haynesville, Barnett, Permian, Mississippian Lime and Tuscaloosa Marine Shale areas. It serves customers seeking fresh water acquisition, temporary water transmission and storage, transportation, treatment or disposal of fresh water and complex water flows, such as flowback and produced brine water, in connection with shale oil and gas hydraulic fracturing drilling or hydrofracturing operations. The Company also transports fresh water for production and provides services for site preparation, water pit excavations and remediation.
Industrial Solutions
Industrial Solutions provides environmental and waste recycling solutions to its customers through collection and recycling services for waste prod! ucts, including UMO, which the Company processes and sells as RFO, oily water, spent antifreeze, used oil filters and parts washers, and provision of complementary environmental services for a diverse commercial and industrial customer base. Industrial Solutions operates a scalable network infrastructure of 34 processing facilities, approximately 385 tanker trucks, vacuum trucks and trailers and over 200 railcars. With a geographic presence in 19 states in the Western United States stretching from Washington to Texas, Industrial Solutions provides its services to a diverse range of more than 20,000 commercial and industrial customer locations.
Advisors' Opinion:- [By Matt DiLallo]
Another asset that might be more valuable to a strategic acquirer is CONSOL's water division. The company owns a variety of water treatment assets used to process and recycle water for its coal and natural gas businesses. This business would be a nice strategic fit for a company like�Nuverra Environmental Solutions (NYSE: NES ) . Nuverra has been consolidating water assets over the past few years, and therefore CONSOL's 102 wastewater treatment plants throughout Appalachia would go far in advancing Nuverra's commitment to protecting the environment by offering water solutions to producers. Furthermore, it would diversify its business into coal.
- [By Wallace Witkowski]
Shares of Nuverra Environmental Solutions Inc. (NES) �fell 5.6% to $16.99 on moderate volume after the company announced it was selling its industrial solutions unit, Thermo Fluids Inc., to VeroLube for $175 million.
- [By Dan Caplinger]
One smart move that Kodiak has pursued is making improvements to its wastewater treatment infrastructure, especially by adding saltwater disposal injection wells of its own. Heckmann (NYSE: NES ) and other outside providers have had great success providing water services to drilling companies, but by moving more of those services in-house, Kodiak has the potential to produce substantial savings.
Top 10 Information Technology Stocks To Watch Right Now: Excel Trust Inc (EXL)
Excel Trust, Inc., incorporated on December 15, 2009, is a vertically integrated, self-administered, self-managed real estate investment trust (REIT). The Company�� principal objective is to acquire, finance, develop, lease, own and manage value-oriented community and power centers, grocery anchored neighborhood centers and freestanding retail properties. The Company conducts all of its business through Excel Trust, L.P., a limited partnership, or its operating partnership. The Company operates through three reportable business segments: retail properties, multi-family properties and office properties. The multi-family segment consists of apartment units at one retail property, West Broad Village, which is located in Richmond, Virginia. The office segment consists of two properties, Excel Centre, a portion of which is utilized as its headquarters, and the Promenade Corporate Center. The Company is the sole general partner of its operating partnership. Excel Trust leases its properties to national and regional supermarket chains, big-box retailers and select national retailers that offer necessity and value oriented items and generate regular consumer traffic. In October 2012, the Company acquired six shopping centers. On January 24, 2013, the Company completed the acquisition of Tracy Pavilion, a retail shopping center with approximately 162,000 square feet of gross leasable area located in Tracy, California. In September 2013, the Company announced the sale of Grant Creek Town Center.
As of December 31, 2012, the Company owned a portfolio consisting of 30 retail properties totaling approximately 5.1 million square feet of gross leasable area, which were approximately 93.4% leased. The Company owns two commercial office properties, Excel Center, a portion of which is utilized as its corporate headquarters, and the Promenade Corporate Center. As of December 31, 2012, the Company had ownership interests in two unconsolidated retail properties totaling 225,113 square feet of gross leasable! area, which were approximately 65.5% leased.
Advisors' Opinion:- [By Marc Bastow]
Commercial and retail property owner-operator and real estate investment trust Excel Trust (EXL) raised its quarterly dividend 3% to 17.5 cents per share, payable on Jan. 15 to shareholders of record as of Dec. 31.
EXL Dividend Yield: 6.04%
Top 10 Information Technology Stocks To Watch Right Now: Celanese Corporation (CE)
Celanese Corporation, a technology and specialty materials company, engages in manufacture and sale of value-added chemicals, thermoplastic polymers, and other chemical-based products. It operates through four business segments: Advanced Engineered Materials, Consumer Specialties, Industrial Specialties, and Acetyl Intermediates. The Advanced Engineered Materials segment offers specialty polymers for application in automotive, medical, and electronics products, as well as other consumer and industrial applications. The Consumer Specialties segment provides cellulose acetate flake, film, and tow that are primarily used in filter products applications; Sunett, a sweetener; and food protection ingredients, such as sorbates and sorbic acid for the food, beverage, and pharmaceutical industries. The Industrial Specialties segment produces emulsions and ethylene vinyl acetate (EVA) performance polymers. Its emulsions products are used in applications, such as paints and coatings, adhesives, construction, glass fiber, textiles, and paper; and EVA performance polymers are used in flexible packaging films, lamination film products, hot melt adhesives, medical products, automotive, carpeting and photovoltaic cells. The Acetyl Intermediates segment offers acetyl products, including acetic acid, vinyl acetate monomer, acetic anhydride, and acetate esters for use as starting materials for colorants, paints, adhesives, coatings, and medicines. It also provides organic solvents and intermediates for pharmaceutical, agricultural, and chemical products. The company offers its products directly, as well as through distributors and electronic marketplaces in North America, Europe, Africa, the Asia-Pacific, and South America. Celanese Corporation was founded in 2004 and is headquartered in Dallas, Texas.
Advisors' Opinion:- [By Eric Volkman]
Celanese (NYSE: CE ) will have to pony up a significantly higher amount of money for its shareholder payouts. The company has declared a common stock dividend of $0.18 per share, to be paid on August 15 to shareholders of record as of August 5. That amount is exactly double the company's previous distribution of $0.09.
- [By Travis Hoium]
What: Shares of chemical maker Celanese (NYSE: CE ) jumped as much as 16% today after the company released earnings.
So what: Revenue fell slightly in the first quarter, to $1.61 billion, but adjusted earnings per share jumped 44%, to $1.14. Revenue was in line with expectations, and earnings crushed the $0.79 that analysts expected.�
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