With shares of JPMorgan Chase & Co.�(NYSE:JPM) trading around $57, is JPM 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 MovementJPMorgan Chase is a financial holding company that provides various financial services worldwide. The company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management, and private equity. Financial services companies like JPMorgan Chase are essential for well-functioning economies around the world.
Another year, another series of bonuses for Wall Street. According to people familiar with the matter, JPMorgan Chase plans to increase bonuses for investment bankers while Morgan Stanley (NYSE:MS) will increase the cash portions of its end-of-the-year pay outs, the Wall Street Journal reports.�According to the WSJ, some bankers at JPMorgan may see increases of 6 percent to 10 percent year-over-year, although bond, currency, and commodities traders are likely to see about a 5 percent cut.���t very much depends on what seat you��e in,��Brennan Hawken, an analyst with UBS, told the Wall Street Journal. ��he winds of favor have really shifted against the bond traders and commodities traders that for so long did really remarkably well.��/p>
Hot Paper Companies To Buy Right Now: Springleaf Holdings Inc (LEAF)
Springleaf Holdings, Inc. (Springleaf), incorporated on May 8, 2013, is a consumer finance company providing loan products to customers through it's nationwide branch network and through iLoan, it's Internet lending division. The Company originates consumer loans through it's network of 834 branch offices in 26 states and on a centralized basis as part of it's iLoan division. As of June 30, 2013, the Company�� segments include: Consumer, Insurance, Portfolio Acquisitions, and Real Estate.
Consumer
Springleaf originate and service personal loans (secured and unsecured) through two business divisions: branch operations and it's iLoan division. Branch operations primarily conduct business in 26 states, which are it's core operating states. The iLoan division processes and underwrites loan applications that it receives through an Internet portal. If the applicant is located near an existing branch, it's iLoan division makes the credit decision regarding the application and then refers the customer to a nearby branch for closing, funding and servicing. If the applicant is not located near a branch, it's iLoan division originates the loan.
Insurance
Springleaf offer credit insurance (life, accident and health insurance, and involuntary unemployment insurance), non-credit insurance, and ancillary products, such as warranty protection. The Company also require credit-related property and casualty insurance, when needed, to protect it's interest in the property pledged as collateral.
Portfolio Acquisitions
Springleaf acquired the SpringCastle Portfolio. This SpringCastle Portfolio was acquired from HSBC through a newly-formed joint venture in which it owns a 47% equity interest and which it consolidates in it's financial statements. The loans in the SpringCastle Portfolio vary in form and substance from it's typical branch serviced loans.
Real Estate
Springleaf service and hold real estate loans secured by! first or second mortgages on residential real estate. Real estate loans previously originated through it's branch offices are either serviced by it's branch personnel or by it's centralized servicing operation. Real estate loans previously acquired or originated through centralized distribution channels are serviced by one of it's indirect wholly owned subsidiaries, MorEquity, all of which are subserviced by Nationstar, except for certain securitized real estate loans, which are serviced and subserviced by third parties.
Advisors' Opinion:- [By Peter Graham]
Small cap installment loan and consumer finance�stock World Acceptance Corp (NASDAQ: WRLD), a potential peer of small cap Regional Management Corp (NYSE: RM) and�mid cap�Springleaf Holdings Inc (NYSE: LEAF), has elevated short interest of 38.72% according to Highshortinterest.com. However, World Acceptance Corp got on the radar of the shorts when the company disclosed that its being investigated by the Consumer Financial Protection Bureau�for its lending practices. ��
Top 5 Consumer Companies To Watch For 2014: A. Schulman Inc.(SHLM)
A. Schulman, Inc. supplies plastic compounds and resins for packaging, consumer products, industrial, and automotive applications. The company offers additive compounds, custom color concentrates for film and molding, carbon black color concentrates, white color concentrates, additive compounds for polyester resins and special pearl effects, antistatic concentrates, and masterbatch for the production of synthetic paper. Its products also include engineered plastics, such as thermoplastic elastomers and vulcanizates, filled and unfilled nylon and PBT compounds, nylon/ABS alloys, formulated ionomer compounds, thermoplastic ionomer resins, flame-retardant thermoplastic compounds and concentrates, polypropylene, polyethylene, EVA compounds, thermoplastic olefins, flexible thermoplastic PVC compounds, high-quality PVC compounds, PVC-based thermoplastic elastomers, and low-gloss PVC thermoplastic elastomers for industrial packaging, appliances, electrical connectors, power tools , recreational items, and lawn and garden equipments. In addition, the company provides custom color and specialty compound powders, rotational molding process compounds, cross-linkable resin used in rotational molding, high heat-distortion temperature materials, and thermoplastic powders, as well as provides jet milling services used for products requiring very fine particle size, such as additives for printing ink, adhesives, waxes, and cosmetics; and cryogenic milling services for heat sensitive materials. Further, it buys, repackages, and re-sells polymers for various processing types comprising injection molding, blow molding, thermoforming, and extrusion, as well as provides tolling services. The company operates in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. A. Schulman, Inc. was founded in 1928 and is headquartered in Akron, Ohio.
Advisors' Opinion:- [By Marc Bastow]
Plastic compounds and resins manufacturer A. Schulman (SHLM) raised its quarterly dividend 3% to 20 cents per share, payable Nov. 4 to shareholders of record as of Oct. 28.
SHLM Dividend Yield: 2.51% - [By Eddie Staley]
Basic materials sector was the top gainer in Wednesday’s trading. Top gainers in the sector included A. Schulman (NASDAQ: SHLM), up 4.63 percent, and Cliffs Natural Resources (NYSE: CLF), up 4.87 percent.
- [By Rick Munarriz]
Monday
The first trading day of the week, month, and quarter kicks off with A. Schulman (NASDAQ: SHLM ) posting quarterly results. The provider of plastic compounds and resin may not be toiling away in a very glitzy industry, but results matter. A. Schulman has been able to push through three consecutive years of higher dividend rates as consistent growth continues.
Top 5 Consumer Companies To Watch For 2014: Montalvo Spirits Inc (TQLA)
Montalvo Spirits Inc., incorporated on November 18, 2010, is a development-stage company. The Company develops, markets and distributes alcoholic beverages with initial offering being the Montalvo Tequila, primarily in the United States. The Company sells its products through a network of spirits distributors, who are licensed to distribute alcoholic beverages throughout the United States. The Company intends to focus on growing the market share of its initial products, the ultra-premium Montalvo line of tequilas, whose expressions include Plata, Reposado, Anejo and Extra-Anejo. The Company owns the Montalvo brand trademark and have exclusive worldwide master distribution rights to the brands.
The Company�� portfolio of alcoholic beverage brands includes additional spirits categories, as well as beer and wine, through additional importation and distribution contracts of existing brands. In addition, the Company may choose to develop new brands or acquire existing companies with their own brand portfolios. The Company�� subsidiary, Casa Montalvo, has an exclusive worldwide distribution agreement with Destilidora Huerta Real, S.A. de C.V., the producers of Montalvo Tequila. Montalvo, an ultra-premium tequila brand, is a handcrafted, formulated tequila produced from blue agave plants from the Lowlands of Jalisco, Mexico. Montalvo is available in four expressions: Plata, Reposado, Anejo and Extra-Anejo.
The Company competes with Diageo PLC, Pernod Ricard S.A., Bacardi Limited, Brown-Forman Corporation, Beam Inc., Remy Cointreau S.A. and Constellation Brands, Inc.
Advisors' Opinion:- [By CRWE]
Today, TQLA surged (+10.80%) up +0.042 at $.431 with 1,344,844 shares in play thus far (ref. google finance Delayed: 1:09PM EDT� September 24, 2013).
Montalvo Spirits, Inc. previously reported they have entered into a sales and marketing agreement with Prestige International Exports, LLC (“Prestige”). Prestige will represent the Montalvo Spirits portfolio brands in certain international markets, as well as provide sales and marketing support for Montalvo Tequila and Broken Heart Gin throughout the state of California, and will assist the Company in attempting to secure distribution in additional markets in the U.S.
Top 5 Consumer Companies To Watch For 2014: Green Mountain Coffee Roasters Inc.(GMCR)
Green Mountain Coffee Roasters, Inc. engages in the specialty coffee and coffee maker business. The company sources, produces, and sells approximately 200 varieties of coffee, cocoa, teas, and other beverages in K-Cup portion packs and coffee in traditional packaging, including whole bean and ground coffee selections in bags and ground coffee in fractional packs for use in at-home (AH) and away-from-home (AFH). It sells its products primarily in North America through supermarkets, club stores, and convenience stores; in restaurants and hospitality; and to office coffee distributors, as well as directly to consumers through its Website. The company also manufactures gourmet single-cup brewing systems and brewing equipment. In addition, it sells AH single-cup brewers; accessories; and coffee, tea, hot cocoa, and other beverages in K-Cup portion packs, as well as offers other licensed roasters to retailers, department stores, and mass merchandisers. Further, the company sells AFH single-cup brewers to distributors for use in offices. It provides its products under the Van Houtte, Br�erie St. Denis, Br�erie Mont-Royal, and Orient Express brands, as well as licensed Bigelow and Wolfgang Puck brands. The company was founded in 1981 and is based in Waterbury, Vermont.
Advisors' Opinion:- [By Rick Aristotle Munarriz]
Alamy Green Mountain Coffee Roasters (GMCR) has brewed some big gains since announcing on Wednesday afternoon that Coca-Cola (KO) is investing $1.25 billion in the company behind the Keurig platform and striking a 10-year collaborative deal to get Coca-Cola's brands into the upcoming Keurig Cold maker of cold and carbonated beverages. That's going to be special -- and the market loved the news by sending Green Mountain's shares upward Thursday and Friday on the news -- but something even bigger may be brewing at Green Mountain in a few months. The leader in single-serve coffee is getting ready to roll out a new brewing machine in the fall. Keurig 2.0 has all of the functionality of the original platform that continues to lead the industry. Green Mountain announced on Wednesday that it sold a record 5.1 million brewers during the holiday quarter. Its original coffee maker is going strong, but the new system could be even better. Java 2.0 Green Mountain's original Keurig has a problem. The patents protecting the K-Cup portion packs that provide caffeinated blasts of coffee -- one cup at a time -- expired in late 2012. After years of scoring healthy margins on premium coffee refills, Green Mountain faces a future where anyone can put out K-Cups. It may have healthy working relationships with some of the biggest brands in the industry, but that could end at any time. The patent expirations led Green Mountain to introduce Keurig VUE, a new brewer with an entirely new refill system. It hasn't sold well. Since it can't accept the original K-Cup portion packs, it's limited in the variety of flavors and beverages that it can brew. Keurig 2.0 will solve that. It takes K-Cups. However, it will also be the first Keurig machine that also makes entire pots of coffee. Using new K-Carafe pods, the new brewers will be able to brew 28-ounce servings. More importantly for Green Mountain's bottom line, the new K-Carafe refills will be patent protected for a long time. No Ord
- [By Rick Aristotle Munarriz]
Getty Images/Bloomberg/Scott Eels It's been a pretty spectacular year for Keurig Green Mountain (GMCR). The company behind the Keurig platform for single-cup servings of coffee, tea and other brewed beverages turned heads last month when Coca-Cola (KO) agreed to invest $1.25 billion for a 10 percent stake in it. The fireworks have continued this month with Keurig being added to the S&P 500 on Friday, reworking its deal with Starbucks (SBUX) to allow other "super-premium" brands come on a licensed partners and changing its corporate name from Green Mountain Coffee Roasters. The stock soared 83 percent last year, and it's up another 53 percent in 2014. That's not a bad run for a company that many investors had left for dead in 2012 on fears that it would fade in relevance once its patent protection on the original K-Cups expired. The Vermont-based company has some interesting things brewing for the future. Keurig Green Mountain's days as a growth stock seemed over in late 2012 when key K-Cup patents expired. Anyone could legally roll out unlicensed portion packs that fit Keurig brewers, and private labels did. Growth slowed, but Keurig Green Mountain swayed many leading brands on the merits of sticking with the company behind the Keurig brewers to put out licensed K-Cups. Keurig 2.0, Keurig Cold in the Pipeline Keurig is working on two key lines expected to hit the market in coming months. As its name implies, Keurig 2.0 is the evolutionary next step in the platform. Unlike the Keurig Vue, which has failed to gain serious traction with its new portion packs, Keurig 2.0 machines will accept the widely available K-Cup refills. However, it will also fit K-Carafe portion packs that can brew an entire pot of coffee. It's a move that starts a new clock on patent protection. Keurig's biggest gamble -- and the primary reason for Coca-Cola's investment -- is Keurig Cold. The machine will make cold and carbonated beverages. This market is dominated by SodaStr
- [By WWW.DAILYFINANCE.COM]
Paul Morris/Bloomberg/Getty Images There were plenty of winners and losers this week, with a fast food chain's attempt to offer healthier fare falling short and the world's largest networking equipment company letting pink slips fly. Here's a rundown of the week's smartest moves and biggest blunders. Satisfries -- Loser Burger King Worldwide (BKW) is giving up on trying to woo calorie counters. The burger chain is discontinuing Satisfies -- the crinkle-cut fries that contain 40 percent less fat and 30 percent fewer calories than McDonald's (MCD) signature spud sticks -- at most restaurants. Some franchisees will keep offering Satisfries, but the item didn't stick on its menu for much more than a year. Burger King claims that the item didn't sell well despite clearing roughly 100 million orders for the slightly less unhealthy fries. One can argue that Satisfries were doomed because of Burger King chose to charge more for an order than its traditional fries. Fast food joints are magnetic to folks looking to save money. Plus Burger King isn't a big draw to folks on a diet despite following rivals into salads. Monster Beverage (MNST) -- Winner Coca-Cola (KO) has struggled to make a dent in the energy drink market dominated by Red Bull and Monster, so it's betting on a winner. Coca-Cola is investing $2.15 billion to buy a 16.7 percent stake in Monster Beverage. It's a smart move for Coca-Cola as it continues to diversify from carbonated drinks that have fallen out of favor with consumers. However, it's a bigger deal for Monster Beverage. The stock jumped on the news, and rightfully so. Green Mountain Coffee Roasters (GMCR) has soared since Coca-Cola made a similar investment earlier this year. Cisco (CSCO) -- Loser It's another round of pink slips at Cisco. The networking gear giant announced that it that it will be dismissing 6,000 workers or 8 percent of its staff. It's a big number, but the market shouldn't be surprised. This is the fourth summer in a row
- [By John Kell]
Among the companies with shares expected to actively trade in Thursday’s session are Green Mountain Coffee Roasters Inc.(GMCR), Pandora Media Inc.(P) and Twitter Inc.(TWTR)
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