With shares of International Business Machines�(NYSE:IBM) trading around $186, is IBM 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 MovementIBM is an information technology company. The company operates in five segments: Global Technology Services, Global Business Services, Software, Systems and Technology, and Global Financing. Technology products and services are in high demand worldwide as consumers want to be up-to-speed, and companies always need the latest and greatest to stay ahead of the competition. Cloud computing has been hot in recent times, which has not been good news for IBM. Should the company want to hold on to its market share, it needs to make moves quickly, and provide the technology products and services that worldwide consumers and companies demand.
Recently, IBM reported earnings that topped analyst expectations. Also, the company announced it is furloughing the majority of its U.S. hardware employees, forcing them to work one week with reduced pay as the company tries to shed costs amidst slumping demand. Sales in the second quarter dropped 12 percent from last year while the company cut around 3,300 employees across North America.
Top 10 Information Technology Companies To Buy Right Now: Och-Ziff Capital Management Group LLC(OZM)
Och-Ziff Capital Management Group LLC is a publicly owned investment manager. The firm provides investment advisory services for its clients. It invests in equity markets across the world. The firm makes its investments in alternative markets across the world. It employs quantitative and qualitative analysis to make its investments. The firm also manages a buyout fund, Och-Ziff Energy Fund. Och-Ziff Capital Management Group LLC was founded in 1994 and is based New York, New York with additional offices in London, United Kingdom; Hong Kong; Tokyo, Japan; Bangalore, India; and Beijing, China.
Advisors' Opinion:- [By James Brumley]
In the meantime, the 9%-plus dividend yield — at 40 cents per share, which is a dime better than SFL stock paid out in 2009 — is nothing to sneeze at.
Och-Ziff Capital Management Group LLC (OZM)OZM Dividend Yield: 13.6%
- [By MONEYMORNING]
Although there are many great companies to choose from in the alternative investment management space, there are two that I really like, and that investors should consider owning. The first is hedge fund titan Och-Ziff Capital Management Group LLC (NYSE: OZM).
Top 10 Information Technology Companies To Buy Right Now: Alpha Pro Tech Ltd (APT)
ALPHA PRO TECH, LTD. (Alpha Pro Tech), incorporated on June 15, 1994, is in the business of protecting people, products and environments. The Company also manufactures a line of building supply construction weatherization products through its wholly-owned subsidiary, Alpha ProTech Engineered Products, Inc. Its products are sold under the Alpha Pro Tech brand name, as well as under private label. The Company's products are grouped into three business segments: the Building Supply segment, which consists of construction weatherization products, such as housewrap and synthetic roof underlayment, the Disposable Protective Apparel segment, which consists of disposable protective apparel, such as shoecovers, bouffant caps, gowns, coveralls, lab coats, frocks and other miscellaneous products and the Infection Control segment, which consists of face masks and eye shields.
Building Supply
The Building Supply segment consists of a line of construction supply weatherization products, namely housewrap and synthetic roof underlayment. This line of products is a natural extension of the Company's core capabilities: creating products designed to protect people and environments. The housewrap, under the trademark REX, offers a weather resistant barrier and, to the homeowner, years of lower energy consumption. REX Wrap and REX Wrap Plus are woven and coated polypropylene micro perforated weather resistant barriers, and REX Wrap Fortis is an engineered composite made up of a woven fabric, a monolithic breather film and a non-woven sheet, offering a non-perforated membrane.
Disposable Protective Apparel
The Disposable Protective Apparel segment includes many different styles of disposable products, such as shoecovers, bouffant caps, gowns, coveralls, lab coats, frocks and other miscellaneous products. The products are manufactured by subcontractors in Asia and, to a much lesser extent, a subcontractor in Mexico. Certain products are made using materials supplied by th! e Company.
Infection Control
The Infection Control segment includes face masks and eye shields. The Company's face masks come in a range of filtration efficiencies and styles. The Company's Positive Facial Locka feature provides a custom fit to the face to prevent blow-by for better protection. The Company's Magic Arch feature holds the mask away from the nose and mouth, creating a comfortable breathing chamber.
Kimberly Clark, 3M Company, Johnson & Johnson, White Knight/Precept, Cardinal Health, Inc., Medline Industries Inc., VWR International, LLC, Kimberly Clark, 3M Company, Kappler USA, DuPont and Allegiance Health Care.
Advisors' Opinion:- [By Cindy Bowser]
Alpha Pro Tech (APT) is a Delaware corporation headquartered in Ontario. APT was our ��ompany of the Month��feature in August 2000 at $1.31 per share.
Top Mid Cap Stocks To Buy For 2015: Fly Leasing Limited (FLY)
Fly Leasing Limited leases commercial jet aircraft worldwide. The company purchases and leases commercial aircraft under multi-year contracts to various airlines. It owns 106 aircraft. The company was formerly known as Babcock & Brown Air Limited and changed its name to Fly Leasing Limited in June 2010. Fly Leasing Limited was founded in 2007 and is headquartered in Dun Laoghaire, Ireland.
Advisors' Opinion:- [By Rich Smith]
Airbus and Boeing might be in line for new orders from aircraft leasing company FLY Leasing (NYSE: FLY ) , which announced Monday that it has increased the size of its�aircraft acquisition�facility -- financing for aircraft purchases -- from $250 million to $450 million.
Top 10 Information Technology Companies To Buy Right Now: Nissan Motor Co Ltd (NSANF)
NISSAN MOTOR CO., LTD. is an automobile manufacturer. The Company has two business segments. The Automobile segment is engaged in the manufacturing, trading and distribution of various types of automobiles, marine products and accessories, as well as the research, development and sale of lithium-ion secondary batteries. The Sales Financing segment is engaged in the provision of sales financing, as well as property and casualty insurance services, among others. On November 11, 2013, the Company announced that it had established an Indonesia-based subsidiary, which is engaged in the captive finance business to make loans to the customers of Indonesia. Advisors' Opinion:- [By Chris Isidore]
Japan's weak yen policy has been a tremendous boon for Japanese rivals such as Toyota Motor (TM), Honda (HMC) and Nissan (NSANF), since the dollars they get for U.S. sales translate into more yen.
- [By Blake Ellis]
Industries boasting the highest percentage of companies with perfect scores include law, banking and financial services, and retail and consumer products. Companies new to the 100% club include Nissan (NSANF), General Electric (GE, Fortune 500) and Procter & Gamble (PG, Fortune 500). Other companies among the most improved this year (though they haven't achieved perfect scores yet) include Wal-Mart (WMT, Fortune 500), which saw its score jump from a 60 to 80 after it introduced same-sex benefits for employees, and Cracker Barrel (CBRL), which rose 10 points to a score of 45 after it launched a LGBT employee network and implemented a non-discrimination policy for LGBT employees.
Top 10 Information Technology Companies To Buy Right Now: Zoetis Inc (ZTS)
Zoetis Inc, incorporated on July 25, 2012, is engaged in the discovery, development, manufacture and commercialization of animal health medicines and vaccines, with a focus on both livestock and companion animals. The primary livestock species are cattle (both beef and dairy), swine, poultry, sheep and fish, and the primary companion animal species are dogs, cats and horses. In February 2014, Benchmark Holdings PLC purchased aquaculture vaccine and development assets from animal health company Zoetis Inc.
The Company�� more than 300 product lines include vaccines, parasiticides, anti-infectives, medicated feed additives and other pharmaceutical products. The Company�� product portfolio also includes businesses, such as diagnostics, genetics, devices and services, such as dairy data management, e-learning and professional consulting. The Company operates in North America, Europe, Africa, Asia, Australia and Latin America.
Advisors' Opinion:- [By Jake L'Ecuyer]
Zoetis (NYSE: ZTS) was down as well, falling 5.25 percent to $29.50 percent after the company guided its fiscal year 2014 revenue and EPS below street estimates.
- [By Brian Orelli]
Owners of Pfizer (NYSE: PFE ) stock have an animal of a decision to make. The pharma giant is giving shareholders a chance to exchange Pfizer stock for shares in Zoetis (NYSE: ZTS ) , its former animal health business that was spun out in February. Pfizer still owns 80% of Zoetis but is willing to give its shares away to its current shareholders in exchange for retiring Pfizer stock.
- [By Dan Caplinger]
The other major move that Pfizer made during the quarter was to launch an initial public offering of 20% of its interest in its Zoetis (NYSE: ZTS ) animal-health division. Given the prospects for growth in animal health -- pet owners are willing to spend big to keep their pets healthy -- Zoetis will have a good shot at gaining its share of an expanding pie even in the face of strong competition, and Pfizer shareholders will continue to reap rewards of those gains because of Pfizer's 80% ownership of Zoetis.
Top 10 Information Technology Companies To Buy Right Now: BV Financial Inc (BVFL)
BV Financial, Inc. (BV Financial), is a federally-chartered savings and loan holding company and the holding company for Bay-Vanguard Federal, a federally-chartered savings bank. BV Financial�� business activity is the ownership of the Bay-Vanguard Federal. The Company operates as a community-oriented financial institution offering traditional financial services to consumers and businesses in its market area. It attracts deposits from the general public and uses those funds to originate one- to four-family real estate, mobile home, construction, multi-family, commercial real estate, and consumer loans, which it hold for investment. The Company operates two branch offices in Baltimore City and two branch offices in Anne Arundel County. In June 2013, BV Financial Inc's Bay-Vanguard Federal Savings Bank acquired Vigilant Federal Savings Bank.
Lending Activities
The Company�� loan portfolio consists primarily of one- to four-family residential real estate loans. Its loan portfolio includes mobile home loans, construction loans, multi-family, commercial real estate loans, and consumer loans. As of June 30, 2009, Bay-Vanguard Federal had no loans that were held for sale. Its primary lending activity is the origination of mortgage loans to enable borrowers to purchase or refinance existing homes in its market area. It only offer fixed and adjustable rate mortgage loans and primarily with terms of 15, 20 or 30 years. The Company also offers adjustable-rate mortgage loans with interest rates and payments that adjust annually or every three years.
The Company originates mobile home loans directly and purchase mobile home loans from Forward National and Mainland Financial, which specialize in mobile home lending. As of June 30, 2009, 13.6% of its mobile home portfolio was originated by directly and 70.4% and 16% was purchased from Forward National and Mainland Financial, respectively. As of June 30, 2009, it had 340 mobile home loans, the average size of which was appr! oximately $34,000. Its mobile home loans, which are made primarily to borrowers in Maryland and Pennsylvania, have terms of up to 25 years and fixed interest rates. It originates loans to individuals and, to a lesser extent, builders to finance the construction of residential dwellings. It also make construction loans for commercial development projects, including condominiums, apartment buildings, mixed-use properties with residential units, as well as retail space and owner-occupied properties used for business.
The Company offers fixed-rate and adjustable-rate mortgage loans secured by multi-family and commercial real estate. Its multi-family and commercial real estate loans are secured by condominiums, apartment buildings and mixed-use properties with residential units, as well as retail space. It originates multi-family and commercial real estate loans for terms up to 25 years. The Company�� other consumer loans are primarily loans secured by passbook or certificate accounts, automobile and boat loans and secured personal loans.
Investment Activities
The Company has legal authority to invest in various types of liquid assets, including the United States Treasury obligations, securities of various federal agencies and municipal governments, deposits at the Federal Home Loan Bank of Atlanta and certificates of deposit of federally insured institutions. As of June 30, 2009, its investment portfolio totaled $13.8 million and consisted primarily of the United States Treasury obligations and federal agency securities, mortgage-backed securities issued primarily by Fannie Mae, Freddie Mac and Ginnie Mae, and a mutual fund that invests in adjustable-rate mortgages.
Deposit Activities and Other Sources of Funds
Deposits and loan repayments are the major sources of its funds for lending and other investment purposes. The Company�� deposits are attracted from within its market area through the offering of selection of deposit instruments,! includin! g checking accounts, negotiable order of withdrawal (NOW) and money market accounts, passbook and savings accounts, and certificates of deposit. As of June 30, 2009, its core deposits, which consist of savings, NOW and money market accounts, consists 49% of its deposits.
Advisors' Opinion:- [By CRWE]
Today, BVFL remains (0.00%) +0.000 at $6.52 thus far (ref. google finance Delayed: 3:05PM EDT September 4, 2013).
BV Financial, Inc. previously reported net income of $488,000, or $0.20 per diluted share, for the year ended June 30, 2013 compared to $1,073,000, or $0.46 per diluted share, for the year ended June 30, 2012. Results for 2013 were impacted by the acquisition of Vigilant Federal Savings Bank on May 31, 2013. As a result of the acquisition, BV Financial acquired $47.5 million in assets, $44.4 million in liabilities and created $119,000 in goodwill.
Top 10 Information Technology Companies To Buy Right Now: American Public Education Inc.(APEI)
American Public Education, Inc., together with its subsidiary, American Public University System, Inc., provides online postsecondary education focusing on the needs of the military and public service communities. The company operates through two universities, American Military University (AMU) and American Public University (APU) serving approximately 110,000 students in the United States and internationally. The universities share a common faculty and curriculum, which includes 87 degree programs and 69 certificate programs in disciplines related to national security, military studies, intelligence, homeland security, criminal justice, technology, business administration, education, nursing, and liberal arts. The company was founded in 1991 and is headquartered in Charles Town, West Virginia.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Non-cyclical consumer goods & services shares climbed around 0.22 percent in trading on Friday. Leading the sector was strength from American Public Education (NASDAQ: APEI) and XO Group (NASDAQ: XOXO). In trading on Friday, telecommunications services shares were relative laggards, down on the day by about 0.41 percent. - [By James Brumley]
American Public Education (APEI) has been one of the biggest victims of the DOE’s partial shutdown. The 41,000 individual online classes scheduled to begin a few days ago were reduced by 13,000 when many military and government employees lost their tuition assistance as of October 1st.
- [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 American Public Education (Nasdaq: APEI ) , whose recent revenue and earnings are plotted below.
Top 10 Information Technology Companies To Buy Right Now: Indo Global Exchange(IGEX)
Indo Global Exchange(s) Pte, Ltd., formerly Claridge Ventures, Inc., incorporated on May 7, 2008, presents and provides online trading platforms. The Company�� online trading platforms offer market access to the clients, which include over 30 global equity exchanges for trading in securities; over 30 global equity exchanges for trading in contracts for differences (CFD's), which include Euro Zone, the United Kingdom, Japan, Asia, Oceania, Canada, & the United States; over 180 currency pairs in spot (Cash), forwards and options; gold and silver trading in spot (Cash), forwards and options; global commodity futures exchanges including financial futures, and indices and commodity CFD's.
The Company�� trading services products include stocks, CDFs, forex, futures, contract option, exchange traded funds (ETF's) and exchange traded commodities (ETCs), foreign-exchange (FX) option and managed account. Education centre offers information through free tutorial and self paced learning for Shares, CFD's, Futures and FX for beginners and experienced traders alike. It is acting as the administrator, promoter, educator and integrator for the clients in Asia. The Company uses Halifax Investment Services Pty Ltd and Australian Stock Report as its clearing and settling operation in Australia. The Company is supported by global trading platforms in equities, CFD��, derivatives, commodities, energies, foreign exchange and options.
The Company provides online Forex trading for 24 hours a day on currency pairs worldwide. It offers a range of ETF's and ETCs that are tradable on live prices through its online trading platforms. It offers 1,500+ ETFs and ETCs. The Company�� platforms include Online Trader, WEBTrader and Mobiletrader. Its stock accesses more than 14,000 stocks from 29 global exchanges. Its CFDs access to over 8,000 CFDs including 21 Index-Tracking CFDs, 20 Commodity CFDs and Forex CFDs across 29 global exchanges worldwide. Its futures offer more than 190 instruments, includ! ing crude oil, currencies, gold and silver, agricultural products, meats, softs and stock indices.
Advisors' Opinion:- [By James E. Brumley]
Ever wish you could go back in time and get in on the ground floor of online stock-trading names like Charles Schwab Corp. (NYSE:SCHW), TD Ameritrade Holding Corp. (NYSE:AMTD), or E TRADE Financial Corporation (NASDAQ:ETFC)? While all three stocks have done fairly well since debuting anywhere about 20 years ago, the lion's share of their gains came in just the first few months of their existence. SCHW rallied just shy of 400% in its first eleven months of trading. AMTD soared more than 750% during its first six months of being a publicly-traded stock. ETFC had jumped a whopping 1289% nine months after its IPO. Well, while nobody can get in a time machine and do it over, there's another online-trading company on the horizon that could be similarly potent. It's Indo Global Exchanges PteLtd (OTCMKTS:IGEX).
- [By Bryan Murphy]
So who's going to head-to-head with E-TRADE, TD Ameritrade, or Charles Schwab and become the next heavy-hitter in the world of web-based stock brokers? Well, no one's going to go head to head with those firms to become an online trading powerhouse. Rather, Indo Global Exchange(s) PteLtd (OTCMKTS:IGEX) is going to mirror the success those companies have had in the United States (and to some extent their success in other nations) by becoming Indonesia's first - and best - online stock brokerage service.
- [By John Udovich]
If you have found yourself trading more as the markets�become more volatile or struggling to come to terms with low interest rates, small caps like Interactive Brokers Group, Inc (NASDAQ: IBKR), MarketAxess Holdings Inc (NASDAQ: MKTX), Indo Global Exchanges PteLtd (OTCMKTS: IGEX) which are in the electronic brokerage or trading platform business would be well worth taking a closer look at. Here is what you need to know about all three:
Top 10 Information Technology Companies To Buy Right Now: Rapier Gold Inc (RPR)
Rapier Gold Inc. is a Canada-based gold focused exploration company. On March 12, 2013, the Company closed a share purchase agreement with two subsidiaries of Rio Tinto plc, which control rights to all non-talc minerals on mineral claims, Pen Gold North Project. The Pen Gold North Project is approximately 5,600 hectares in area and some of the claims are held through a lease and sublease with IMERYS. The combination of Pen Gold North and Pen Gold South properties comprise 16,448 hectares (approximately 160 square kilometers) located on the western extension of the Porcupine-Destor Deformation (Fault) Zone. The Company has executed the license and option agreement with Rogue Iron Corp. to explore for gold on the Pen Gold South property, which totals approximately 10,848 hectares, with an option to purchase those claims. These claims are part of a contiguous block with the Pen Gold North claims. Advisors' Opinion:- [By Holly LaFon]
Whitney George is Director of Investments, Managing Director, and a Portfolio Manager of Royce & Associates, LLC, investment advisor to The Royce Funds. He serves as portfolio manager for Royce Premier Fund (RPR), Royce Low-Priced Stock Fund (RLP), Royce Global Value Fund (RGV), Royce SMid-Cap Value Fund (RSV), and Royce Focus Trust (FUND). He also serves as assistant portfolio manager for Royce Micro-Cap Fund (RMC), Royce Value Fund (RVV), Royce Value Plus Fund (RVP), Royce Focus Value Fund (RFV), and Royce Capital Fund ��Micro-Cap Portfolio (RCM). Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.
Top 10 Information Technology Companies To Buy Right Now: Guggenheim Invest S&P MidCap 400 Pure Value ETF (RFV)
Guggenheim S&P MidCap 400 Pure Value ETF (the Fund) seeks to replicate as closely as possible the performance of the S&P MidCap 400/Citigroup Pure Value Index (the Index). The Index is narrow in focus, containing only those S&P MidCap 400 companies with strong value characteristics as selected by Standard & Poor��.
The Fund uses a passive management strategy to track the performance of the Index. The Fund invests in substantially all of the securities in the Index in approximately the same proportions as in the Index. The Fund's investment advisor is Rydex Investments.
Advisors' Opinion:- [By Holly LaFon]
Whitney George is Director of Investments, Managing Director, and a Portfolio Manager of Royce & Associates, LLC, investment advisor to The Royce Funds. He serves as portfolio manager for Royce Premier Fund (RPR), Royce Low-Priced Stock Fund (RLP), Royce Global Value Fund (RGV), Royce SMid-Cap Value Fund (RSV), and Royce Focus Trust (FUND). He also serves as assistant portfolio manager for Royce Micro-Cap Fund (RMC), Royce Value Fund (RVV), Royce Value Plus Fund (RVP), Royce Focus Value Fund (RFV), and Royce Capital Fund ��Micro-Cap Portfolio (RCM). Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.
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