Coach (NYSE: COH ) will release its quarterly report tomorrow, and investors are riding a positive wave of enthusiasm since the company's previous report back in April. Yet even though the stock seems convinced of the success of the company's turnaround, expected growth in Coach earnings seems tepid at best, at least for now.
For years, luxury goods retailers like Coach managed to buck the recessionary trend, as well-to-do luxury shoppers didn't suffer as greatly from the financial crisis as those of more modest means. But beginning last year, Coach came off its highs as questions about growth in the formerly hot Asian market started to work their way through the luxury space. Let's take an early look at what's been happening with Coach over the past quarter and what we're likely to see in its quarterly report.
Stats on Coach
Analyst EPS Estimate
$0.89
Top 10 Asian Stocks To Buy For 2015: Ikanos Communications Inc.(IKAN)
Ikanos Communications, Inc. provides broadband semiconductor and software products for the digital home. The company develops and markets end-to-end products for the last mile and the digital home, which enable carriers to offer triple play services, including voice, video, and data. It offers broadband digital subscriber line (DSL) products, such as high-density and low-power asymmetric DSL, and very-high-bit rate DSL products; communications processors that support various wide area network topologies, including passive optical network, DSL, wireless broadband, and Ethernet; and other products for access infrastructure and customer premises equipment (CPE) to network equipment manufacturers and telecommunications service providers. The company?s products comprise digital subscriber line access multiplexers, optical network terminals, concentrators, modems, voice over Internet protocol terminal adapters, integrated access devices, and residential gateways. It primarily s erves original design manufacturers, contract manufacturers, network equipment manufacturers, and original equipment manufacturers through direct sales and third-party sales representatives worldwide. The company was formerly known as Velocity Communications and changed its name to Ikanos Communications, Inc. in December 2000. Ikanos Communications, Inc. was incorporated in 1999 and is headquartered in Fremont, California.
Advisors' Opinion:- [By Victor Selva]
On Dec.24, Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc. added Communications Systems Inc. (JCS) at an average price of $11.05 and currently holds 330,172 shares of the stock. It was the 5th time he added the stock during this year, which makes me feel that he is betting in favor of a positive future for the consumption of network capacity.
Recommendations of the Board
Communications Systems is engaged in the manufacture and sale of modular connecting and wiring devices for voice and data communications, digital subscriber line filters, and structured wiring systems, and through its Transition Networks business unit in the manufacture of media and rate conversion products for telecommunications networks.
Few months ago the firm announced�a series of actions to increase revenues and improve profitability. The first change was to operate as a holding company, monitoring and supporting all the business units: Suttle, Transition Networks (TN) unit and JDL Technologies. With this ��ew format�� each unit will operate with a high degree of autonomy. This will result in the reduction of labor costs, the emphasizing of accountability in the units as well as better recognition of performance. "While difficult decisions for the Board, we believe the changes we have taken to restructure our parent company as a holding company and to focus on individual business unit performance is in the best interest of our shareholders and will increase shareholder value" said Curtis A. Sampson, the Company's Board Chair and Interim CEO. Furthermore, strategic investments in the TN unit such as marketing, sales and product development will boost revenues in the future.
Severe Warning Signs
Not all are good news, we found three severe warning signs issued by GuruFocus: Piotroski F-Score of 2 is low, which usually implies poor business operation; revenue has been in decline over the past 3 years and operating margin has been in 5-year
Hot Asian Companies To Invest In Right Now: Mohawk Industries Inc. (MHK)
Mohawk Industries, Inc., together with its subsidiaries, engages in the production and sale of floor covering products for residential and commercial applications primarily in the United States and Europe. The company operates through three segments: Mohawk, Dal-Tile, and Unilin. The Mohawk segment designs, manufactures, sources, distributes, and markets floor covering product lines, which include carpets, ceramic tiles, laminates, rugs, carpet pads, hardwood, and resilient. This segment offers its products under the brand names of Mohawk, Aladdin, Mohawk ColorCenters, Mohawk Floorscapes, Portico, Mohawk Home, Bigelow, Durkan, Horizon, Karastan, Lees, and Merit. In addition, this segment markets and distributes its soft and hard surface products through independent floor covering retailers, home centers, mass merchandisers, department stores, commercial dealers, and commercial end users, as well as through private labeling programs. The Dal-Tile segment designs, manufactur es, sources, distributes, and markets a line of ceramic tile, porcelain tile, and natural stone products. This segment offers its products primarily under the Dal-Tile and American Olean brand names through company-owned service centers, independent distributors, home center retailers, tile and flooring retailers, and contractors. The Unilin segment offers laminate and hardwood flooring under the brand names of Quick-Step, Columbia Flooring, Century Flooring, and Universal Flooring through retailers, independent distributors, and home centers. This segment also produces roofing systems, insulation panels, and other wood products. Mohawk Industries, Inc. was founded in 1988 and is headquartered in Calhoun, Georgia.
Advisors' Opinion:- [By Ben Levisohn]
Going through his papers, he found a list of stocks that UBS said to buy if Obama won the election in 2012, including the likes of United Rentals (URI) , First Solar (FSLR),�Alliant Techsystems (ATK), Alkermes (ALKS) and Mohawk Industries (MHK). And wouldn’t you know it, those stocks have gained 58% this year, compared to the S&P 500′s 27% gain. And just in case you’re wondering, those stocks have also trumped UBS’s Romney basket, which has gained 33%.
- [By David Goodboy]
The leading company in this industry, Mohawk Industries (NYSE: MHK) boasts a market cap of more than $9 billion, and its stock is up nearly 65% over the past year. However, at nearly $130, the share price precludes many investors from making a substantial long-term investment in the company. Using this performance as a guide, I scanned for lower-priced stocks in the same business with similar performance.
Hot Asian Companies To Invest In Right Now: TIBCO Software Inc.(TIBX)
TIBCO Software Inc. provides middleware and infrastructure software worldwide. It offers products in the areas of service-oriented architecture (SOA) and core infrastructure; business optimization; and process automation and collaboration. Its SOA and core infrastructure product line helps organizations integrate their disparate systems and move towards flexible infrastructure comprised of services or discrete data components that can be assembled, orchestrated, and reused; and enables the creation, management, and virtualization of heterogeneous services. The company?s business optimization product portfolio assists organizations analyze data to create information and deliver it to employees, customers, and partners; and employees perform their jobs, and customers get information, as well as helps managers identify and analyze problems and opportunities. Its process automation and collaboration software helps organizations coordinate manual and automated process flows th at span their business and enables employees to collaborate in real-time using social media; and coordinate the human and electronic resources inside a business and its network of customers and partners. The company also provides professional services, which include consulting services that comprise systems planning and design, installation, and systems integration; maintenance and support; training; and hosted services. It serves various industries, such as financial services, telecommunications, government, energy, life sciences, insurance, logistics, manufacturing, retail, and transportation. The company sells its products through direct sales force, as well as through software vendors, resellers, and systems integrators. TIBCO Software Inc. was founded in 1985 and is headquartered in Palo Alto, California.
Advisors' Opinion:- [By Anders Bylund]
Splunk shares took a 4% nosedive when the report was published, because its revenues came in strong but earnings were merely adequate. Revenue jumped 54% year over year to $57.2 million, easily topping Wall Street's $54 million target. The adjusted $0.06 loss per share was right in line with analyst expectations. That's just not good enough when your last three reports absolutely crushed Street targets on the bottom line, at least in percentage terms. The backlash was strong enough to suck data analysis rival TIBCO Software (NASDAQ: TIBX ) down into a 1.5% drop in early Friday trading. There must be something wrong with this supposedly robust market, right?
Hot Asian Companies To Invest In Right Now: PowerShares DWA Momentum Portfolio (PDP)
PowerShares DWA Technical Leaders Portfolio (Fund) seeks investment results that correspond generally to the price and of an equity index called the Dorsey Wright Technical Leaders Index (the Index). The Index consists of stocks of approximately 100 United States companies that are selected pursuant to a selection methodology of Dorsey Wright & Associates (the Index Provider). The Index is designed to identify companies that demonstrate powerful relative strength characteristics. Relative strength characteristics are based upon each security�� market performance. The companies are selected from a broad mid-cap and large-cap universe.
The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is adjusted quarterly, and the Fund, using an indexing investment approach, attempts to replicate the performance of the Index. The Fund generally will invest in the stocks comprising the Index in proportion to their weightings in the Index. The Fund�� investment advisor is PowerShares Capital Management LLC.
Advisors' Opinion:- [By Victor Selva]
Of course, a great bet also involves many risks. Even though LCD technology became very popular in these last few years, both in TV screens and computer monitors, we should never miss the fact that technological markets are often exposed to products becoming obsolete due to the development of new, more efficient technology. Without going any further, it�� easy to recall the plasma display panel (PDP) fiasco, an apparently promising market in the 1990s and early 2000s but quickly replaced by LCDs (by 2008 LCDs sell 21.1 million units, almost 10 times PDP sales on the same year). Even Panasonic Corporation (PCRFF) announced it will interrupt production of PDP on 2014.
Hot Asian Companies To Invest In Right Now: Meritor Inc (MTOR)
Meritor, Inc. (Meritor), incorporated on March 31, 2000, is a global supplier of a range of integrated systems and components to original equipment manufacturers (OEMs) and the aftermarket for the commercial vehicle, transportation and industrial sectors. The company serves commercial truck, trailer, off-highway, military, bus and coach and other industrial OEMs and certain aftermarkets. Its products are axles, undercarriages, drivelines, brakes and braking systems. Meritor serves a range of customers globally, including medium- and heavy-duty truck OEMs, specialty vehicle manufacturers, certain aftermarkets, and trailer producers. Its new business segments are Commercial Truck & Industrial; and Aftermarket & Trailer. On January 2, 2012, it completed the sale of its Commercial Truck manufacturing facility located in St. Priest, France to Renault Trucks SAS, an affiliate of AB Volvo.
The Company�� Commercial Truck segment supplies drivetrain systems and components, including axles, drivelines and braking and suspension systems, for medium- and heavy-duty trucks in North America, South America and Europe. The Industrial segment supplies drivetrain systems including axles, brakes, drivelines and suspensions for off-highway, military, construction, bus and coach, fire and emergency, and other industrial applications. This segment also includes all of its original equipment (OE) businesses in Asia Pacific, including all on- and off-highway activities. The Aftermarket & Trailer segment supplies axles, brakes, drivelines, suspension parts, and other replacement and re-manufactured parts, including transmissions, to commercial vehicle and industrial aftermarket customers. This segment also supplies a range of undercarriage products and systems for trailer applications in North America.
Axles, Undercarriage & Drivelines
The Company is a supplier of axles for medium- and heavy-duty commercial vehicles. Its truck axle product line includes a range of front steer axles and! rear drive axles. Its front steer and rear drive axles can be equipped with its cam, wedge or air disc brakes, automatic slack adjusters, complete wheel-end equipment, such as hubs, rotors and drums, and (through its WABCO Holdings, Inc. (WABCO) joint venture) anti-lock braking systems (ABS) and vehicle stability control systems.
The Company supplies heavy-duty axles for use in off-highway vehicle applications, including construction, material handling, and mining. It also supplies axles for use in medium- and heavy-duty military tactical wheeled vehicles in North America. It also supplies axles for use in buses, coaches and recreational vehicles, fire trucks and other specialty vehicles in North America, Asia Pacific and Europe.
The Company manufacturers heavy-duty trailer axles in North America. Its trailer axles are available in more than 40 models in capacities from 20,000 to 30,000 pounds for all heavy trailer applications and are available with its range of suspension modules, brake products, including drum brakes, disc brakes, anti-lock and trailer stability control systems, and ABS (through our WABCO joint venture). Its supplies universal joints and driveline components, including its Permalube universal joint and RPL Permalube driveline, which are lubricated designs used in the mileage on-highway market. It supplies drivelines in a range of global regions, for use in numerous on-highway vehicle applications, including construction, material handling and mining. It supplies transfer cases and drivelines for use in medium- and heavy-duty military tactical wheeled vehicles, principally in North America. It also supplies transfer cases for use in specialty vehicles in North America. Anti-lock brakes and stability control systems are also used in military vehicles and specialty vehicles. In addition, it supplies trailer air suspension systems and products with an increasing market presence in North America. It also supplies advanced suspension modules for use in light-, ! medium- a! nd heavy-duty military tactical wheeled vehicles, principally in North America. Through a joint venture, it develops, manufactures and sells truck suspensions, trailer axles and suspensions and related wheel-end products in the South American market.
Brakes and Braking Systems
The Company is an independent supplier of air brakes to medium- and heavy-duty commercial vehicle manufacturers in North America and Europe. Through manufacturing facilities located in North America, Asia Pacific and Europe, it manufactures a range of foundation air brakes, as well as automatic slack adjusters for brake systems. Its foundation air brake products include cam drum brakes, which offer lining life and tractor/trailer interchangeability; wedge drum brakes, which are lightweight and provide automatic internal wear adjustment; air disc brakes, and wheel-end components, such as hubs, drums and rotors. Its brakes and brake system components also are used in medium- and heavy-duty military tactical wheeled vehicles, principally in North America. It also supplies brakes for use in buses, coaches and recreational vehicles, fire trucks and other specialty vehicles in North America and Europe, and also supply brakes for commercial vehicles, buses and coaches in Asia Pacific.
Other Products
The Company sells other complimentary products, including third party and private label items, through its aftermarket distribution channels. These products are sold under master distribution or similar agreements with outside vendors and include brake shoes and friction materials; automatic slack adjusters; yokes and shafts; wheel-end hubs and drums; ABS and stability control systems; shock absorbers and air springs; air brakes, air systems, air dryers and compressors.
Advisors' Opinion:- [By Roberto Pedone]
Meritor (MTOR) is engaged in the supply of a range of integrated systems, modules and components to original equipment manufacturers and the aftermarket for commercial vehicle, transportation and industrial sectors. This stock closed up 0.87% to $8.16 in Tuesday's trading session.
Tuesday's Range: $8.04-$8.30
52-Week Range: $3.83-$8.50
Tuesday's Volume: 644,000
Three-Month Average Volume: 1.15 millionFrom a technical perspective, MTOR spiked modestly higher here right above its 50-day moving average of $7.82 with lighter-than-average volume. This move is starting to push shares of MTOR within range of triggering a near-term breakout trade. That trade will hit if MTOR manages to take out some near-term overhead resistance levels at $8.47 to its 52-week high at $8.50 with high volume.
Traders should now look for long-biased trades in MTOR as long as it's trending above its 50-day at $7.82 and then once it sustains a move or close above those breakout levels with volume that hits near or above 1.15 million shares. If that breakout hits soon, then MTOR will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $9 to $10.
Hot Asian Companies To Invest In Right Now: ING US Inc (VOYA)
ING U.S., Inc., incorporated on April 7, 1999, is a retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the United States. The Company offers its products and services through a group of financial intermediaries, independent producers, affiliated advisors and dedicated sales specialists throughout the United States. The Company operates its principal businesses through three business lines: Retirement Solutions, Investment Management and Insurance Solutions. In addition, it also has closed Blocks and corporate reporting segments. Closed Blocks consists of three businesses where it has placed its portfolios in run-off-Closed Block Variable Annuity, Closed Block Institutional Spread Products and Closed Block Other. The Company�� corporate segment includes its corporate activities and corporate-level assets and financial obligations.
Retirement Solutions
The Company is a provider of retirement services and products in the United States. The Company provides a product range addressing both the accumulation and income distribution needs of customers, through a distribution footprint of nearly 2,500 affiliated representatives and thousands of non-affiliated agents and third party administrators (TPAs). The Company�� Retirement Solutions business consists of two financial segments: Retirement and Annuities.
Retirement provides tax-deferred, employer-sponsored retirement savings plans and administrative services to more than 49,000 plan sponsors covering approximately 5.3 million plan participants in corporate, education, healthcare and government markets. Retirement also provides rollover IRAs, and other retail financial products as well as comprehensive financial advisory services to individual customers. Annuities provide fixed and indexed annuities, tax-qualified mutual fund custodial products and payout annuities for pre-retirement wealth accumulation and post-retirement i! ncome management sold through multiple channels.
Investment Management
The Company is a service asset manager delivering client-oriented investment solutions and advisory services. The Company serves both individual and institutional customers, offering them domestic and international fixed income, equity, multi-asset and alternative investment products and solutions across a range of geographies, investment styles and capitalization spectrums.
Insurance Solutions
The Company is a provider of life insurance in the United States. The Company�� Insurance Solutions business consists of two financial segments: Individual Life and Employee Benefits. Individual Life provides wealth protection and transfer opportunities through universal, variable, and term products, distributed through independent channels to meet the needs of a range of customers from the middle-market through affluent market segments. Employee Benefits provides stop loss, group life, voluntary employee-paid and disability products to mid-sized and large businesses.
Closed Blocks
The Company separated its Closed Block Variable Annuity and Closed Block Institutional Spread Products segments from its other operations, placing them in run-off, and made a strategic decision to stop actively writing new retail variable annuity products with substantial guarantee features and to run-off the institutional spread products portfolio over time. The Company�� focus in managing its Closed Block Variable Annuity segment is on protecting regulatory reserves.
The Company competes with Fidelity, Vanguard, Morgan Stanley Smith Barney, Bank of America Merrill Lynch, TIAA-CREF and Ameriprise.
Advisors' Opinion:- [By Jessica Alling]
The life and retirement segments at Genworth Financial (NYSE: GNW ) , Hartford Finanical (NYSE: HIG ) , and ING (NYSE: VOYA ) were among 11 insurers slapped with a new settlement for unpaid benefits. In the video below, Motley Fool contributor Jessica Alling discusses how the insurers misconduct lead to unpaid monies, how much the settlement is, and how investors should be looking at the situation.
- [By Jay Jenkins]
In the video below, Motley Fool contributor Jay Jenkins highlights three banks that are ahead of the curve:�Citigroup (NYSE: C ) , Bank of America (NYSE: BAC ) , and Capital One's (NYSE: COF ) 360 product (originally developed by ING U.S. (NYSE: VOYA ) ).
- [By Mike Deane]
On Friday, Dutch company ING Groep announced that it will be selling off shares in the American arm of its firm, ING US Inc (VOYA).
VOYA went public in May of this year, and its Dutch parent company currently holds a stake in 71% of the company. ING US will rebrand as Voya Financial, according to the Associated Press. ING Groerp did not disclose the timing or size of the sale.
VOYA shares were down 48 cents, or 1.62%, at market close on Monday. YTD the company’s stock is up over 44%.
No comments:
Post a Comment