We always love when analysts try to get clever, and Nomura’s Anthony DiClemente sure gave it the old-college try when he stuck that title on his report about Disney (DIS).
Walt Disney Co./EverettAs should be obvious, DiClemente is bullish on Disney. Very bullish. He explains why:
With perhaps the industry�� most well-rounded and global stable of media brands, we believe Disney is positioned best to manage industry changes that are driven by digital technology. Why? Of any media company, we think Disney best monetizes content across multiple business segments; looking broadly at the Disney ��alo effect,��the synergies produced between the Studio, Parks, and Consumer Products segments are what defines Disney�� ��dge.��Technology allows this effect to reverberate globally; while Disney�� cable networks are primarily US.-focused, proliferation of mobile technology will also allow for Disney�� content to touch many more customers at many more points of purchase. Although FY13 financial results were impacted by declines at Broadcasting and the Studio, we believe that further growth at ESPN and the theme parks will drive operating income acceleration in F2014E and generate consistent EPS growth in the coming years. At a historically reasonable valuation, we rate the shares Buy.
Best Wireless Telecom Companies For 2015: Deutsche Grundstuecksauktionen AG (DGR)
Deutsche Grundstuecksauktionen AG is a Germany-based auction house specialized in the auction and agency sale of land and buildings. The Company�� main activities comprise the placement and sale of properties, as well as the provision of real estate assets management and appraisal services. As of December 31, 2011, the Company owned such subsidiaries as Saechsische Grundstuecksauktionen AG, Norddeutsche Grundstuecksauktionen AG, Plettner & Brecht Immobilien GmbH and Westdeutsche Grunstuecksauktionen AG, among others. Advisors' Opinion:- [By Roadmap2Retire]
AT&T is a Dividend Aristocrat & Dividend Champion having raised dividends for 30 years in a row. The stock is a high yielder (current dividend is 5.31%) and as a result, the dividend growths are comparatively smaller. The 5-yr dividend growth rate (DGR) is 2.4% and 10-yr DGR is 4.9%.
5 Best Dow Dividend Stocks To Buy Right Now: United Rentals Inc.(URI)
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It offers approximately 3,000 classes of equipment for rent to customers comprising construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The company?s fleet of rental equipment includes general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms consisting of boom lifts and scissor lifts; and general tools and light equipment, including pressure washers, water pumps, generators, heaters, and power tools. Its fleet also comprise trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; and power and heating, ventilating, and air conditioning (HVAC) equipment, which consists of portable diesel generators, electrical distribution equipment, and temperature control equipment, including heating and cooling equipment. In addition, the company sells new and used equipment, as well as related contractor supplies, parts, and service; and offers repair, maintenance, and rental protection services. Further, it develops and markets RENTALMAN, an enterprise resource planning application for equipment rental companies; and INFOMANAGER, which offers solution for creating a business intelligence system. As of January 1, 2012, the company had an integrated network of 529 rental locations in the United States and Canada. United Rentals, Inc. was founded in 1997 and is headquartered in Greenwich, Connecticut.
Advisors' Opinion:- [By Seth Jayson]
United Rentals (NYSE: URI ) reported earnings on July 16. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), United Rentals met expectations on revenues and beat expectations on earnings per share.
5 Best Dow Dividend Stocks To Buy Right Now: USA Truck Inc. (USAK)
USA Truck, Inc. operates as a truckload carrier that provides general commodities transportation services in the continental United States, Mexico, and Canada. The company transports full dry van trailer loads of freight from origin to destination. It offers truckload freight services as a short-to medium-haul common carrier, as well as freight brokerage services, rail intermodal services, and third party logistics. The company also provides transportation scheduling, routing, and mode selection services. USA Truck, Inc. offers its services to various industries, such as industrial machinery and equipment, rubber and plastics, retail stores, paper products, durable consumer goods, metals, electronics, and chemicals. As of December 31, 2010, its trucking fleet consisted of 2,363 in service tractors and 6,709 service trailers. The company was founded in 1983 and is headquartered in Van Buren, Arkansas.
Advisors' Opinion:- [By Victor Nguyen]
Citigroup cited two potential catalysts for their upgrade, "First; Knight appears intent on resuming growth in ��4 and may use an acquisition to get it. While it remains involved with USA Truck (NASDAQ: USAK), valuation sensitivity may prevent the deal from being complete, but Knight could refocus attention to another target. Second; we believe continued economic growth and Hours of Service restricted capacity could drive improvement in TL fundamentals, potentially aiding yield growth and margins."
- [By John Udovich]
Despite what can best be described as a�soft economy, small cap trucking stocks YRC Worldwide, Inc (NASDAQ: YRCW), Arkansas Best Corporation (NASDAQ: ABFS), Frozen Food Express Industries, Inc (NASDAQ: FFEX), Saia Inc (NASDAQ: SAIA) and USA Truck, Inc (NASDAQ: USAK) have been trucking some pretty impressive returns since the start of the year. In fact, these small cap trucking stocks are up anywhere from 72% to 150% or so since the start of the year despite the slow economy. Certainly trucking stocks provide a good indicator of how the economy is doing, but might investors be�jumping the gun by pushing up these trucking stocks?
5 Best Dow Dividend Stocks To Buy Right Now: Trex Company Inc.(TREX)
Trex Company, Inc. manufactures and distributes wood/plastic composite products, and related accessories primarily for the residential and commercial decking and railing applications in the United States. The company offers decking products, including Trex Transcend and Trex Enhance protective shells for protection against fading, staining, and scratching; Trex Accents that provides a smooth surface on one side and subtle wood grain on the other; Trex Escapes, a cellular PVC deck board; and Trex Hideaway, a hidden fastening system for specially grooved boards. It also provides railing products comprising Trex Designer Series Railing, which consists of a decorative top and bottom rail, refined balusters, and post caps and skirts; and Trex Transcend Railing for use with Trex decking products, as well as other decking materials. In addition, the company offers Trex Transcend Porch Flooring and Railing System, an integrated system of porch components and accessories; and fenci ng products, such as Trex Seclusions fencing product that uses interlocking pickets for privacy, and Trex Surroundings fencing that uses traditional pickets. Further, it provides TrexTrim product, a cellular PVC residential exterior trim product; steel deck framing systems under Trex Elevations name; and Trex DeckLighting, a line of energy-efficient LED dimmable deck lighting, which is designed for use on posts, floors, and steps. Additionally, the company acts as a licensor in various licensing agreements with third parties to manufacture and sell various products, including Trex Outdoor Furniture; Trex RainEscape, an above joist deck drainage system; Trex CustomCurve, an on-site system that allows contractors to heat and bend Trex products; and Trex Pergolas, a cellular PVC trim product. The company sells its products through wholesale distributors, retail lumber dealers, and Home Depot and Lowe?s stores. Trex Company, Inc. was founded in 1996 and is headquartered in Winc hester, Virginia.
Advisors' Opinion:- [By Rick Munarriz]
The report naturally bodes well for Trex (NYSE: TREX ) . The leading provider of wood-alternative decking posts next week, and what's good for one has been good for the other. Trex has also blasted through Wall Street estimates, beating quarterly profit targets by a double-digit percentage margin every single period over the past year.
- [By WWW.DAILYFINANCE.COM]
Alamy There are plenty of stocks going up -- and down -- in any given week. The gainers inspire us to keep investing. The decliners keep greed in check while reminding us about the risks of the equity markets. Let's go over some of last week's best and worst performers. Pike (PIKE) -- Up 49 percent last week The market's biggest winner of last week was Pike, a specialty construction and engineering firm that received a bid to be taken private. J. Eric Pike -- the firm's chairman and CEO -- is teaming up with private equity firm Court Square Capital Partners to buy out shareholders at $12 a share. It's a fair premium, pricing the buyout at a better than 50 percent premium to where the stock was trading when it was announced. A few attorneys are trying to smoke out investors who feel that the CEO-led privatization push isn't fair, but it's likely to stick at that kind of healthy markup. Pike shares may have traded in the low teens last summer, but that was before revenue and earnings began heading the wrong way. Most shareholders should be more than happy to take the money and run. RadNet (RDNT) -- Up 34 percent last week Operating a network of 251 facilities that perform outpatient diagnostic imaging services is looking good for RadNet. The stock moved sharply higher after a strong quarterly report. Revenue inched slighting higher as MRI and CT scan volume increased modestly during the period. However, the real star in the report was RadNet's bottom line. Its cost-cutting and debt-slashing efforts paid off with net income soaring to $0.12 a share after clocking in at a $0.07 a share a year earlier. Analysts were only holding out for $0.05 a share. RadNet also helped improve its standing by boosting its guidance for all of 2014. You don't need any of RadNet's fancy imaging equipment to see that that's a healthy sign. Trex (TREX) -- Up 25 percent last week It was a good week for a pair of home improvement specialists. Shares of CaesarStone (CSTE) moved 20
- [By WWW.DAILYFINANCE.COM]
Paul Sakuma/AP There were plenty of winners and losers this week, with a few potential mergers coming undone and a maker of electronic learning toys getting schooled. Here's a rundown of the week's smartest moves and biggest blunders. Trex (TREX) -- Winner It's summer, and apparently a lot of homeowners decided to invest in sprucing up their outdoor living space. Trex posted strong quarterly results on Monday. The leading maker of weather-resistant wood-alternative decking saw its sales climb 23 percent, and adjusted pre-tax earnings soared 62 percent. There was some weakness earlier this earnings season out of other home improvement specialists, so it's a welcome surprise to see Trex holding up so well. The good news doesn't end there. Trex is eyeing accelerating growth, calling for revenue to climb a better than expected 27 percent in the current quarter. Mergers -- Loser In any week there seems to be a couple of acquisitions or mergers, but sometimes Cupid isn't feeling up to the arrow-slinging task. A couple of big potential buyouts came undone this week when Rupert Murdoch pulled his offer to buy out Time Warner (TWX), and Sprint (S) nixed plans to snap up T-Mobile (TMUS). The deals fell apart for different reasons. Murdoch just didn't have an interest in chasing Time Warner's stock higher in a hostile buyout bid. Sprint realized that regulators weren't going to be happy unless there were four major independent wireless carriers out there. Instant Gratification -- Winner Amazon.com (AMZN) announced on Wednesday that it was expanding its same-day delivery service to six more cities. Prime shoppers in Baltimore, Dallas, Indianapolis, New York City, Philadelphia and Washington, DC, metro areas will now be able to place an order on the website by noon and pay $5.99 to have it delivered that same day. Naturally the selection is limited to items that Amazon stocks locally, but the one knock on Amazon about having to wait a day or two at least for shipme
- [By Rick Munarriz]
Trex (NYSE: TREX ) reports on Friday morning. The leading player in wood-alternative decking materials has benefited from a recent home-improvement boom, and it's been easily surpassing Wall Street's profit targets over the past year by double-digit percentage margins. Trex business also tends to pick up this time of year, as homeowners take on projects to replace or build outdoor patio decks as the warm weather kicks in.
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