Each week, I endeavor to report the results of the Big Idea Portfolio, a collection of five tech stocks that I believe will crush the market over a three-year period. I've done it before; my last tussle with Mr. Market ended with me beating the index's average return by 13.35%.
Real money was on the line then as it is now, which means any one of the five stocks you see below could tip the scales in my favor. This time, salesforce.com (NYSE: CRM ) stock sunk 5% Friday after offering subpar guidance the night before.
Wall Street was looking for $0.12 a share in fiscal Q2 earnings on $934.5 million in revenue. Management offered a more conservative target, guiding to $0.11 to $0.12 on $931 to $936 million in revenue. Salesforce stock sold off as a result, but not by as much as I would have expected, given the number of short sellers piling in recently.
Hot Heal Care Stocks To Buy Right Now: Century Aluminum Company(CENX)
Century Aluminum Company, through its subsidiaries, produces primary aluminum in the United States, China, and Iceland. The company offers high purity primary aluminum, molten aluminum, standard-grade ingots, extrusion billets, and other value-added primary aluminum products. It also holds a 40% joint venture interest in a carbon anode and cathode facility located in the Guangxi Zhuang Autonomous Region of south China. The company was founded in 1981 and is headquartered in Monterey, California.
Advisors' Opinion:- [By Pendulum]
Amid the challenges in the aluminum industry, Century Aluminum (CENX) has taken positive actions over the last few months. In June, it acquired the Sebree smelter in Kentucky. More importantly, it received approval for a new power contract at its Hawesville facility, which will improve its cost structure, and the company has similar plans for the new Sebree facility. These actions are reducing the company's cost of production and putting it in a better position to manage through the tough part of the aluminum price cycle. As a result of these actions, Century Aluminum's stock price has outperformed its peers. In this article, I will analyze the challenges in the aluminum industry and the positive impact of Century Aluminum's recent actions.
Hot Heal Care Stocks To Buy Right Now: El En(ELN.MI)
El.En S.p.A., through its subsidiaries, engages in the research, development, manufacture, distribution, and sale of laser systems in Europe and internationally. It offers laser systems for medical applications, including aesthetics, surgical, physiotherapy, dermatology, surgery, cosmetics, dentistry, and gynaecology. The company also provides laser systems for industrial applications, such as cutting, marking, and welding of metals, wood, plastic, and glass, as well as in the decoration of leather and fabric, and the conservative restoration of works of art; and systems for scientific applications and research. In addition, it offers after-sales service, including support for the installation and maintenance of its laser systems; and spare parts, consumables, and technical assistance services. The company sells its products through its subsidiaries, as well as through a network of distributors. El.En S.p.A. was founded in 1981 and is headquartered in Calenzano, Italy.
Top 10 Gold Companies To Watch For 2014: RF Micro Devices Inc.(RFMD)
RF Micro Devices, Inc. designs, develops, manufactures, and markets radio frequency (RF) components and compound semiconductor technologies in the United States and internationally. Its products enable mobility, as well as provide connectivity and support functionality in the cellular handsets, wireless infrastructure, wireless local area networks, cable television /broadband, Smart Energy/advanced metering infrastructure, and aerospace and defense markets. The company offers products that range from single-function components to highly integrated circuits and multi-chip modules (MCMs). Its integrated circuit products include gain blocks, low noise amplifiers, power amplifiers (PAs), receivers, transmitters, transceivers, modulators, demodulators, attenuators, switches, frequency synthesizers, and voltage-controlled oscillators (VCOs); MCM products consist of PA modules, switch-filter modules, active antenna products, VCOs, phase-locked loops, coaxial resonator oscillators , active mixers, variable gain amplifiers, hybrid amplifiers, power doublers, and optical receivers; and passive components consist of splitters, couplers, mixers, and transformers, as well as isolators and circulators. The company markets its products to original equipment manufacturers and original design manufacturers. RF Micro Devices, Inc. was founded in 1991 and is headquartered in Greensboro, North Carolina.
Hot Heal Care Stocks To Buy Right Now: Insteel Industries Inc.(IIIN)
Insteel Industries, Inc. manufactures and markets steel wire reinforcing products for concrete construction applications. The company offers pre-stressed concrete strand (PC strand) and welded wire reinforcement (WWR) products. Its PC strand is a high strength seven-wire strand that is used to impart compression forces into precast concrete elements and structures, which may be either pre-tensioned or post-tensioned, providing reinforcement for bridges, parking decks, buildings, and other concrete structures. The company?s WWR is produced as either a standard or a specially engineered reinforcing product for use in nonresidential and residential construction. Its products comprise concrete pipe reinforcement, an engineered made-to-order product that is used as the primary reinforcement in concrete pipe, box culverts, and precast manholes for drainage and sewage systems, water treatment facilities, and other related applications; engineered structural mesh, an engineered m ade-to-order product, which is used as the primary reinforcement for concrete elements or structures; and standard welded wire reinforcement, a secondary reinforcing product for crack control applications in residential and light nonresidential construction, including driveways, sidewalks, and various slab-on-grade applications. Insteel Industries sells its products through sales representatives to the manufacturers of concrete products, distributors, and rebar fabricators in the United States, Canada, Mexico, and Central and South America. The company was founded in 1958 and is headquartered in Mount Airy, North Carolina.
Hot Heal Care Stocks To Buy Right Now: Guthrie Gts Ltd (G33.SI)
Guthrie GTS Limited, an investment holding company, engages in property, engineering, and leisure businesses in Singapore, Indonesia, and internationally. The company operates through three segments: Property, Engineering, and Leisure. The Property segment engages in the investment, development, and management of retail, commercial, and residential properties; and project management, as well as retail planning, consultancy, marketing, leasing, and mall management. The Engineering segment is involved in undertaking engineering contracts, and trading related products; and the provision of professional services to the transport, telecommunications, air-conditioning, electrical, and fire protection, as well as building and facility management sectors. The Leisure segment invests in, and operates hotels and a golf resort, which comprise the Mercure Vientiane hotel in Laos, the Pullman Jakarta Indonesia hotel in Jakarta, the Novotel Bali Benoa hotel in Bali, and the Indah Puri G olf Resort in Batam. It also offers warehousing facilities; and marketing services to golf clubs and hotels. The company was formerly known as Mulpha (Singapore) Ltd. and changed its name to Guthrie GTS Limited in 1988. Guthrie GTS Limited was founded in 1821 and is headquartered in Singapore.
Hot Heal Care Stocks To Buy Right Now: First Defiance Financial Corp.(FDEF)
First Defiance Financial Corp. operates as the holding company for First Federal Bank of the Midwest that provides financial services to communities based in northwest Ohio, northeast Indiana, and southeastern Michigan. The company offers various deposit products, such as checking accounts, money market accounts, regular savings accounts, term certificate accounts, non-interest-bearing demand deposits, interest bearing demand deposits, time deposits, and certificates of deposit. It also provides residential real estate, non-residential real estate, construction, commercial, home equity and improvement, mobile home, and consumer loans. In addition, the company offers depository, trust, and wealth management services, as well as online banking services. Additionally, First Defiance Financial Corp., through its other subsidiary, First Insurance & Investments, Inc., operates as an insurance agency that offers property and casualty insurance, life insurance, and group health in surance products in the Defiance, Archbold, Bryan, and Bowling Green areas in Ohio. It operates 33 full service branches in northwest Ohio; southeast Michigan; and northeast Indiana. The company was founded in 1935 and is headquartered in Defiance, Ohio.
Hot Heal Care Stocks To Buy Right Now: Poh Tiong Choon Logistics Ltd (P01.SI)
Poh Tiong Choon Logistics Limited, together with its subsidiaries, provides logistics services in Singapore. It offers transportation services for high value, sensitive, and chemical cargoes in conventional, container, bulk, bulk liquid container, and heavy haulage forms through a fleet of refrigerated trucks, tipper trucks, cement tankers, and lorries; and bulk cargo handling and stevedoring services, including loading onto and discharging from vessels various types of cargoes, such as sugar, bulk cement, silica sand, salt, fertilizer, and chemical raw materials. The company also provides warehousing, drumming, and related services consisting of drum filling of chemical products, open and covered warehouse storage, cold room storage, inventory management, and local and international freight management, as well as the storage and distribution of loaded containers; engages in the trade of diesel; and rents industrial property. In addition, it is involved in leasing investme nt properties, as well as in equipment rental business. Further, Poh Tiong Choon Logistics Limited offers terminal management services. The company, formerly known as Poh Tiong Choon Contractors(Pte) Ltd, was founded in 1950 and is based in Singapore.
Hot Heal Care Stocks To Buy Right Now: Scana Corporation(SCG)
SCANA Corporation and its subsidiaries engage in the generation, transmission, distribution, and sale of electricity to retail and wholesale customers in South Carolina. It owns nuclear, coal, hydro, oil and gas, and biomass generating facilities. The company also purchases, sells, and transports natural gas; offers energy-related risk management services; acquires, owns, and provides financing for nuclear fuel, fossil fuel, and emission allowances; and offers service contracts on home appliances, and heating and air conditioning units. In addition, SCANA Corporation owns two liquefied natural gas plants, including one located near Charleston, and the other in Salley, South Carolina; and provides tower site construction, management, and rental services in South Carolina and North Carolina. As of December 31, 2010, the company supplied electricity to approximately 660,000 customers; and natural gas to approximately 482,000 residential, commercial, and industrial customers i n North Carolina, and 313,500 customers in South Carolina, as well as to approximately 460,000 customers in Georgia. Further, SCANA Corporation owns and operates a 500-mile fiber optic telecommunications network and Ethernet network, and data center facilities in South Carolina. Through a joint venture, it builds, manages, and leases communications towers with interest in 2,280 miles of fiber in South Carolina, North Carolina, and Georgia. The company?s retail customers comprise municipalities, electric cooperatives, other investor-owned utilities, registered marketers, and federal and state electric agencies. It primarily serves chemicals, educational services, paper products, food products, lumber and wood products, health services, textile manufacturing, rubber and miscellaneous plastic products, and fabricated metal products industries. The company is based in Cayce, South Carolina.
Advisors' Opinion:- [By Chuck Carnevale]
SCANA Corp (SCG): A Low Growth Regulated Utility
Our first example plots SCANA Corp. whose earnings growth rate has averaged only 3.3% per annum. Here, we would like to remind the reader that our position is that fair valuation is a function of the earnings yield that ��urrent earnings��represent. Consequently, purchasing a company at fair valuation implies that the investor is making a sound financial decision. However, as previously stated, this does not necessarily guarantee a high future rate of return. As we will illustrate in Part 2, that will be determined by the company�� future earnings growth rate.
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