With shares of LinkedIn (NASDAQ:LNKD) trading around $235, is LNKD 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 MovementLinkedIn is a professional network on the Internet with more than 90 million members in over 200 countries and territories. Through the company�� platform, members are able to create, manage, and share their professional identity online as well as build and engage with their professional network, access shared knowledge and insights, and find business opportunities. It�� platform also provides members with applications and tools to search, connect, and communicate with business contacts, learn about career opportunities, join industry groups, research organizations, and share information. Networking and social contact is rising in importance for consumers and companies all around the world.
Analysts from BMO Capital have upgraded LinkedIn from Market Perform to Outperform and raised their price target on the company�� shares from $235 to $270, as the firm believes a formal launch of LinkedIn in China is on the horizon.���e believe there are several new stories emerging that will raise long-term growth expectations; in particular, we believe LinkedIn is preparing to formally launch in China. Management has discussed this idea previously, and we learned from a separate NDR with MDC Partners that one of their agencies has been hired to begin a public relations outreach for LinkedIn in China,��BMO analyst Daniel Salmon said in a note seen by Street Insider. ��e assume a formal launch in 2014, with monetization beginning to ramp in 2015.��/p>
5 Best Heal Care Stocks To Buy Right Now: Cognizant Technology Solutions Corporation(CTSH)
Cognizant Technology Solutions Corporation provides information technology (IT), consulting, and business process outsourcing services in North America, Europe, and Asia. Its IT consulting and technology services include business and knowledge process consulting; IT strategy consulting; program management consulting; technology consulting; application design, development, integration, and re-engineering, such as complex custom systems development, data warehousing/business intelligence, customer relationship management (CRM) system implementation, and enterprise resource planning (ERP) system implementation; and software testing services. The company?s outsourcing services comprise application maintenance, including custom application, CRM, and ERP maintenance; IT infrastructure outsourcing; and business and knowledge process outsourcing. It offers its services to various markets, such as financial services, healthcare, manufacturing, logistics and retail, hospitality, con sumer goods, communications, and high technology, as well as information, media, and entertainment markets. The company markets and sells its services directly through its professional staff, senior management, and direct sales personnel. Cognizant Technology Solutions Corporation was founded in 1998 and is headquartered in Teaneck, New Jersey.
Advisors' Opinion:- [By Keith Speights]
Another smaller competitor with a foothold in health care is Cognizant (NASDAQ: CTSH ) . In 2012, Cognizant generated $1.9 billion from its health care segment, representing more than 26% of its total revenue. That figure also reflects a 19% jump compared to the prior year.
- [By Mani]
Cognizant Technology Solutions Corporation (NASDAQ: CTSH) plans to announce its results for the third quarter of 2013 on�Tuesday, Nov. 5, 2013, before the market open. Following the release, the company will conduct a conference call at�8:00 a.m.�(Eastern) to discuss operating performance for the quarter.
Top Prefered Companies To Own For 2014: Red Hat Inc.(RHT)
Red Hat, Inc. provides open source software solutions to enterprises worldwide. It also offers enterprise-ready open source operating system platforms. The company provides Red Hat Enterprise Linux, an operating system designed for enterprise computing; JBoss Enterprise Middleware that offers a suite of products for developing, deploying, integrating, and managing distributed, composite, and Web-based applications and services; and Red Hat Enterprise Virtualization for Servers, including Red Hat Enterprise Virtualization Hypervisor, a hypervisor based on KVM technology that converts the Red Hat Enterprise Linux kernel into a virtualization platform; and Red Hat Enterprise Virtualization Manager, a server virtualization management system, which provide capabilities for host and guest operating systems, such as availability, live migration, power manager, storage manager, and system scheduler. It also offers other Red Hat enterprise technologies, which comprise Red Hat MRG t hat integrates open and scalable messaging; Red Hat Developer, which provides integrated development environments and support for application developers; and Red Hat Directory Server that centralizes application settings, user profiles, group data, policies, and access control information into a network-based registry. In addition, the company offers Red Hat systems management solutions, such as RHN, RHN Satellite, Red Hat Customer Portal, and JBoss ON; and infrastructure enterprise technologies, including software development tools, clustering of systems and services, and directory services. Further, it provides consulting, training, and support services. The company sells its enterprise technologies through subscriptions. It has strategic alliances with Advanced Micro Devices, Inc.; and Intel Corporation. The company was formerly known as Red Hat Software, Inc. and changed its name to Red Hat, Inc. in June 1999. Red Hat, Inc. was founded in 1993 and is headquartered in Ral eigh, North Carolina.
Advisors' Opinion:- [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]
Red Hat Inc.(RHT) said its fiscal fourth-quarter profit jumped 4.9% as the software company reported broad top-line growth, led by higher subscription revenue. Results exceeded the company’s expectations.
- [By Lauren Pollock]
Red Hat Inc.'s(RHT) fiscal third-quarter earnings rose 50% on sales growth and strong demand for the software company’s core Linux and JBoss Middleware technologies. Shares rose 14% premarket to $55.80 as results topped expectations.
Top Prefered Companies To Own For 2014: Cintas Corp (CTAS)
Cintas Corporation (Cintas), incorporated November 13, 1986, provides specialized products and services to businesses of all types throughout the North America, Latin America, Europe and Asia. The Company operates in four segments: Rental Uniforms and Ancillary Products, Uniform Direct Sales, First Aid, Safety and Fire Protection Services, and Document Management Services. As of May 31, 2013, the Company provided products and services to over one million businesses. As of May 31, 2013, Cintas had approximately 8,200 local delivery routes, 446 operational facilities and eight distribution centers.
The Rental Uniforms and Ancillary Products operating segment consists of the rental and servicing of uniforms and other garments including flame resistant clothing, mats, mops and shop towels and other ancillary items. In addition to these rental items, restroom cleaning services and supplies and carpet and tile cleaning services are also provided within this operating segment. The Uniform Direct Sales operating segment consists of the direct sale of uniforms and related items and branded promotional products. The First Aid, Safety and Fire Protection Services operating segment consists of first aid, safety and fire protection products and services. The Document Management Services operating segment consists of document destruction, document imaging and document retention services.
Within the Rental Uniforms and Ancillary Products operating segment, Cintas provides its products and services to customers via local delivery routes originating from rental processing plants and branches. Within the Uniform Direct Sales and First Aid, Safety and Fire Protection Services operating segments, Cintas provides its products and services via its distribution network and local delivery routes or local representatives. Within the Document Management Services operating segment, Cintas provides its services via local service routes originating from document management branches and document retent! ion facilities. The Company operates five manufacturing facilities, which provide for standard uniform needs.
Advisors' Opinion:- [By Saibus Research]
WY and the majority of the timber, forest and paper products companies have a track record of unimpressive returns on capital, cyclical revenue and profit trends, heavy use of capital expenditures, and significant environmental regulation. We also think that WY's conversion to a REIT was a mistake. Morningstar Investment Research's Timber, Forest and Paper Products analyst Dan Rohr said it best when he rated WY and its Timber REIT peers Rayonier (RYN), Potlatch (PCH) and Plum Creek (PCL) as not possessing any economic moat. That probably explains why we only have an ancillary exposure to this industry for our proprietary portfolio based on our holdings in Brookfield Infrastructure (BIP) and Cintas (CTAS). Brookfield's Timber segment only accounts for 5% of its Fund Flows from operations and Cintas's document management business is suffering from reduced prices on recycled paper. At least Cintas Document Management only accounts for 8% of Cintas's revenue.
- [By Rick Munarriz]
Cintas (NASDAQ: CTAS )
The leading provider of workplace uniforms is a pretty fair proxy for hiring practices. If companies are increasing or decreasing the number of employees it should reflect in the number of uniforms that Cintas is providing. - [By Roberto Pedone]
Another earnings short-squeeze prospect is business support services player Cintas (CTAS), which is set to release numbers on Thursday after the market close. Wall Street analysts, on average, expect Cintas to report revenue of $1.10 billion on earnings of 63 cents per share.
The current short interest as a percentage of the float for Cintas stands at 5.6%. That means that out of the 102.38 million shares in the tradable float, 5.70 million shares are sold short by the bears. The bears have also been increasing their bets from the last reporting period by 2.5%, or by about 136,000 shares. If the bears get caught pressing their bets into a strong quarter, then shares of CTAS could move up sharply higher post-earnings as the bears move to cover some of those bets.
From a technical perspective, CTAS is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last six months, with shares moving higher from its low of $42.35 to its recent high of $50.80 a share. During that uptrend, shares of CTAS have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of CTAS within range of triggering a big breakout trade post-earnings.
If you're bullish on CTAS, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $61 to $62.27 a share and then once it takes its 52-week high at $50.80 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 458,136 shares. If that breakout hits, then CTAS will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $60 to $65 a share.
I would simply avoid CTAS or look for short-biased trades if after earnings it fails to trigge
- [By WWW.DAILYFINANCE.COM]
www.cintas.com From the leading distributor of spices and seasonings posting quarterly results to the top dog in corporate identity uniforms providing a snapshot of corporate America, here are some of the things that will help shape the week that lies ahead on Wall Street. Monday -- Uniform Decision The new trading week kicks off with Cintas (CTAS) reporting quarterly results. Cintas is the leading provider of leased company uniforms and other workplace essentials. The role it plays makes it a great bellwether for the state of corporate America. If companies are hiring, you will see it in an increase in revenue as orders pick up. Analysts see profitability improving at Cintas when it reports on Monday afternoon, but they also see revenue declining slightly. Tuesday -- Windows Watching Microsoft (MSFT) is hosting a press event in San Francisco on Tuesday. It was initially rumored to be the software giant's unveiling of Windows 9, but more recent reports speculate that Windows 9 won't be ready for public preview until next month. Microsoft has plenty of work to do in swaying a marketplace that wasn't wowed by Windows 8. The next operating system will likely retain many of the popular existing features while also bringing back some of the Windows 7 offerings, like making it easier to switch from the tiled layout of Windows 8 to the standard Start menu of Windows 7. Wednesday -- Lighten Up The fourth quarter officially kicks off on Wednesday. One company stepping up with fresh financials is Acuity Brands (AYI). The Atlanta-based provider of lighting solutions rang up $2 billion in sales last year across roughly two dozen brands. Wall Street pros see revenue climbing 12 percent in its fiscal fourth quarter. The analysts also see Acuity checking in with a profit of $1.22 a share, up nicely from the $1.03 a share it posted a year earlier. Thursday -- Spice of Life Things should spice up on Thursday morning when McCormick (MKC) reports its quarterly result
Top Prefered Companies To Own For 2014: Portugal Telecom SGPS S.A .(PT)
Portugal Telecom, SGPS, S.A., together with its subsidiaries, provides telecommunications services in Portugal, Brazil, sub-Saharan Africa, and Asia. It offers fixed line telephone, Internet protocol television, and direct-to-home satellite pay-TV services; and mobile telecommunications services, such as voice, data, and Internet-related multi-media services primarily for mobile phones, smart phones, tablets, and laptops. The company also provides enterprise services, including data and business solutions, as well as information technology/information system and business process outsourcing services. In addition, it provides engineering solutions and training services in telecommunications; postal network services; consultant negotiation services; public telecommunication services and telebroadcasting services; call center services; mobile cellular services; and development and consultancy services in the areas of electronic commerce, contents, telecommunications, and info rmation technology. Further, it engages in the purchase, management, administration, sale, and investment consultancy of real estate properties; business advisory board service installment, consultation, administration, and business management; and pension fund management,. Additionally, the company provides wholesale services comprising leased lines, interconnection, unbundled access to its local loops, broadband asymmetric digital subscriber line (ADSL), wholesale line rental, access to ducts, transmission of television and radio signals, and international carrier services. The company also publishes directories; provides portal services; and sells telecommunications equipment. As of December 31, 2010, it had approximately 4.9 million telephone and ADSL access lines in service. The company was formerly known as Portugal Telecom, SA and changed its name to Portugal Telecom, SGPS, S.A. in December 2000. Portugal Telecom, SGPS, S.A. was founded in 1994 and is based in Lisbon, Portugal.
Advisors' Opinion:- [By Anna Prior]
American depositary shares of Portugal Telecom (PT) SGPS SA tumble premarket amid criticism from Brazil’s state development bank BNDES relating to an investment by the telecommunications group in debt issued by Espirito Santo International. Shares fell 6.1% to $2.79 premarket.
Top Prefered Companies To Own For 2014: Bank Rakyat Indonesia Persero Tbk PT (BKRKY)
PT Bank Rakyat Indonesia (Persero) Tbk (the Bank) is an Indonesia-based financial institution. It is engaged in banking activities and its products and services include savings, loans, credits, treasury products and investment banking. It provides service to micro, small and middle enterprise (SME). Besides that, the Bank also engages in providing consumer finance as well as e-banking services which can be accessed by Internet, telephone, Short Message Service (SMS) and other e-channel service such as Cash Deposit Machine (CDM), Electronic Data Capture (EDC), and KiosK. The Bank's subsidiaries are PT Bank BRISyariah, PT Bank Agroniaga Tbk and BRIngin Remittance Co. Ltd. The Bank has an international branch in Cayman Islands and two representative offices in New York and Hong Kong. Advisors' Opinion:- [By Holly LaFon]
Bank Rakyat Indonesia (BKRKY) (Persero) Tbk PT, a leading commercial bank and microfinance lender in Indonesia, declined in the third quarter. Recent stock performance was largely attributable to a significant drop in the Indonesian Rupiah. While we believe the company's fundamentals and competitive position remain sound, the country suffered a larger than expected deterioration in its current account deficit, leading to a weaker currency and higher interest rates, which negatively impacted its local equity market. (Michael Kass)
Top Prefered Companies To Own For 2014: B.O.S. Better Online Solutions(BOSC)
B.O.S Better Online Solutions Ltd. provides radio frequency identification (RFID) and supply chain solutions to enterprises primarily in the Europe, the United States, the Far East, and Israel. Its RFID and Mobile Solutions division offers hardware products, including thermal and barcode printers; RFID and barcode scanners and readers; wireless, mobile, and forklift terminals; wireless infrastructure; active and passive RFID tags; and consumables, such as ribbons, labels, and tags, as well as BOS ID software platform for systems integrators to assemble applications for transfer to automatic ID data capture clients. This division also develops applications comprising BOS LIVESTOCK, a software application that enables management, tracking, support, and planning of livestock day-to- day operations; BOS CarID, a solution to identify and track vehicles for a range of transportation-related settings; BOS STOCK, a data collection solution for logistics management in stores and wa rehouses; and BOS Mfgr., a production line tracking solution. The company?s Supply Chain Solutions division distributes electronic components, such as active, passive, electro-mechanical, and microwave components, as well as full access networks equipment for IT and telecommunications; and communication servers, multi-protocol print servers, server adapters, USB products, switches, fiber optics equipment, ADSL and XDSL routers, modems, VoIP, storage equipment, and ATM devices. This division also offers components consolidation services to the aerospace, defense, medical, and telecommunications industries, as well as enterprise clients; engages in the inventory and quality control management of components entering production lines; and provides warehouse management services for ongoing projects. B.O.S Better Online Solutions Ltd. sells its products through direct sales, sales agents, and integrators. The company was founded in 1990 and is headquartered in Rishon LeZion, Isra el.
Advisors' Opinion:- [By Paul Ausick]
Big Earnings Movers: B.O.S. Better Online Solutions Ltd. (NASDAQ: BOSC) is up 71% at $7.54.
Stocks on the Move: Ingersoll-Rand is down 22.2% at $55.54 after completing a spin-off of Allegion plc. Canadian National Railway Co. (NYSE: CNI) is down 48.6% at $57.78 following a 2-for-1 stock split. Camtek Ltd. (NASDAQ: CAMT) is up 38.9% at $5.71.
Top Prefered Companies To Own For 2014: Transdigm Group Incorporated(TDG)
TransDigm Group Incorporated designs, produces, and supplies engineered aircraft components for use on commercial and military aircraft principally in the United States. The company?s products include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, pumps and valves, power conditioning devices, AC/DC electric motors and generators, NiCad batteries and chargers, engineered latching and locking devices, rods and locking devices, engineered connectors and elastomers, cockpit security components and systems, cockpit displays, aircraft audio systems, lavatory components, engineered interior surfaces, and lighting and control technology. Its customers comprise distributors of aerospace components; commercial airlines, including national and regional airlines; commercial transport and regional and business aircraft original equipment manufacturers (OEMs); various armed forces of the United States and foreign governments; defense OEMs; system suppliers; and various other industrial customers. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
Advisors' Opinion:- [By Eric Volkman]
TransDigm (NYSE: TDG ) is rewarding its shareholders mightily with an extraordinary payout. The company has declared a special dividend of $22.00 per share, which will be paid on July 25 to shareholders of record as of July 15.
- [By Monica Wolfe]
TransDigm Group (TDG)
Fournier maintains his largest position in TransDigm Group where he holds 2,152,710 shares. His position in TransDigm represents 4.30% of the company�� shares outstanding and 6.3% of his total portfolio.
- [By Rich Smith]
Cleveland-based TransDigm Group (NYSE: TDG ) is buying a piece of GE.
On Friday, as trading wound down for the week, TransDigm announced a deal to buy the Electromechanical Actuation Division of General Electric (NYSE: GE ) Aviation for $150 million, cash. The business, which makes proprietary, highly engineered aerospace electromechanical motion control subsystems for civil and military applications, counts all three of the world's biggest airplane manufacturers -- Boeing, Airbus, and Brazil's Embraer -- among its clients, and Sikorsky and General Atomics, as well, on the military side.
No comments:
Post a Comment