With shares of Boeing (NYSE:BA) trading around $139, is BA 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 MovementBoeing is an aerospace company. It focuses primarily on engineering, information technology, research and development, test and evaluation, technology strategy development, environmental remediation management, and intellectual property management. The company operates in five segments: Commercial Airplanes, Boeing Military Aircraft, Network & Space Systems, Global Services & Support, and Boeing Capital Corp.
A Boeing 787 Dreamliner undergoing maintenance in Tokyo emitted smoke that may have come from one of the jet�� batteries, the units that were redesigned last year after two meltdowns triggered a global grounding.�The cause is under investigation, and Japan Airlines Co. will share details with Japan�� transportation ministry and Boeing, said Seiji Takaramoto, a spokesman for the Tokyo-based carrier. The jet was being prepared for a flight to Bangkok, and another 787 was put in service for that trip, he said.�A safety valve on one of eight battery cells was found to have opened and dispersed liquid inside the plane�� main battery container yesterday at Narita airport, Takaramoto said. The other seven cells were intact.
Top European Companies To Invest In 2015: OmniAmerican Bancorp Inc.(OABC)
OmniAmerican Bancorp, Inc. operates as the holding company for OmniAmerican Bank, which is a federally-chartered savings bank that provides banking services to consumers and businesses in Texas. The company involves in accepting deposits from the general public and investing those deposits together with funds generated from operations and borrowings in loans and investments. Its deposit products consist of savings accounts, interest-bearing and noninterest-bearing demand accounts, money market accounts, and certificates of deposit. The company?s loan products include residential real estate loans, such as one-to-four-family and home equity loans; commercial loans consisting of real estate construction, commercial real estate, and commercial business loans; and consumer loans, which include direct automobile, indirect automobile, and unsecured loans. It operates through its main office in Fort Worth, Texas and 15 branches located in the Dallas/Fort Worth Metroplex and Hood County, Texas. The company was founded in 1956 and is headquartered in Fort Worth, Texas.
Advisors' Opinion:- [By Lisa Levin]
Omniamerican Bancorp (NASDAQ: OABC) shares fell 1.40% to touch a new 52-week low of $21.08. Omniamerican Bancorp's trailing-twelve-month ROA is 0.44%.
10 Best Information Technology Stocks To Own Right Now: Texas Capital Bancshares Inc.(TCBI)
Texas Capital Bancshares, Inc. operates as the holding company for Texas Capital Bank, National Association that provides various banking products and services for commercial and high net worth customers in Texas. It primarily engages in generating deposits and originating loans. The company?s deposit products include consumer checking accounts, savings accounts, money market accounts, and certificates of deposit, as well as commercial checking accounts, lockbox accounts, cash concentration accounts, and other treasury management products. Its lending products portfolio comprises commercial loans and leases; real estate loans, including loans secured by properties, and temporary financing for commercial and residential property; construction loans consisting of single-family residential properties and commercial projects; loans held for sale; and letters of credit. The company also provides trust and wealth management services, including investment management, personal tr ust and estate services, custodial services, retirement accounts, and related services, as well as offers retirement products, including individual retirement accounts and administrative services for retirement vehicles, such as pension and profit sharing plans. Texas Capital Bancshares, Inc. has banking offices in Dallas, Houston, Fort Worth, Austin, San Antonio, and the Cayman Islands. As of December 31, 2010, it conducted business at nine full service banking locations and one operations center. The company was founded in 1996 and is headquartered in Dallas, Texas.
Advisors' Opinion:- [By Charley Blaine]
Also in the list: Bank of America (NYSE: BAC), up 13.31 percent; Citigroup (NYSE: C), up 8.8 percent; U.S. Bancorp (NYSE: USB), up 5.33 percent; and Texas Capital Bancshares (NASDAQ: TCBI) up 8.18 percent.
10 Best Information Technology Stocks To Own Right Now: Texas Roadhouse Inc.(TXRH)
Texas Roadhouse, Inc., together with its subsidiaries, operates a full-service casual dining restaurant chain. It operates restaurants under the Texas Roadhouse and Aspen Creek names. The company also provides supervisory and administrative services for other license and franchise restaurants. As of December 27, 2011, it owned and operated 294 restaurants; and franchised and licensed an additional 72 restaurants in 47 states in the United States, and Dubai, the United Arab Emirates. The company was founded in 1993 and is based in Louisville, Kentucky.
Advisors' Opinion:- [By Ben Levisohn]
Peter Saleh of Telsey Advisory Group assumes that Darden sells or spins off Red Lobster in the next three to six months. ��t that point, the activists will have failed to break the company up, and will sell the stock.��In that event, then, investors might flee to an alternative like, say, Texas Roadhouse (TXRH), which trades at 20 times forward earnings, with estimated long-term earnings growth of 13.2%, versus Darden�� 18 times earnings and 9% earnings growth. Saleh thinks Darden is worth $45, somewhat less than today�� price, given ��xecution risk in spinning out Red Lobster.��/p>
- [By Seth Jayson]
Texas Roadhouse (Nasdaq: TXRH ) is expected to report Q2 earnings on July 29. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Texas Roadhouse's revenues will grow 10.7% and EPS will increase 3.6%.
10 Best Information Technology Stocks To Own Right Now: Accuray Incorporated(ARAY)
Accuray Incorporated designs, develops, and sells medical radiation systems for the treatment of tumors anywhere in the body. The company offers the CyberKnife system, an image-guided robotic radiosurgery system used for the treatment of solid tumors. The system tracks, detects, and corrects for tumor and patient movement in real-time during the procedure, enabling delivery of precise, high dose radiation typically with sub-millimeter accuracy. The company also offers the TomoTherapy system, which consists of an integrated and versatile radiation therapy system used for the treatment of a range of cancer types. Accuray Incorporated markets its product through a direct sales force and distributors worldwide. The company was incorporated in 1990 and is headquartered in Sunnyvale, California.
Advisors' Opinion:- [By John Kell]
Accuray Inc.(ARAY) shares jumped after the company posted a narrower loss than expected in its fiscal second quarter and raised its revenue estimate for the year. Shares rose 9.1% to $10.08 premarket.
- [By Ben Levisohn]
Accuray (ARAY) has gained 2.7% to $9.03 after the surgical-device maker was upgraded to Overweight from Neutral at JPMorgan.
Brady (BRC) has gained 1.7% to $28.38 after it was upgraded to Buy from Underperform at Merill Lynch.
10 Best Information Technology Stocks To Own Right Now: Bwin.Party Digital Entertainment PLC (BPTY)
bwin.party digital entertainment plc (bwin.party) is a holding company. The Company is an online gaming company. It operates in five segments: sports betting, casino & games, poker, bingo; and other (including network services, World Poker Tour, InterTrader.com, WIN.com, software services and the payment services business). Its sport betting segment includes bwin, betoto, Gamebookers, Gioco Digitale and PartyBets. It�� Casino & games segment includes PartyCasino, bwin and GD Casino. Its poker segment includes PartyPoker, bwin and GD Casino. Its Bingo segment includes Foxy Bingo, Cheeky Bingo, Gioco Digitale and Binguez. The Company�� subsidiaries include BES SAS, bwin Argentina SA, bwin Italia S.r.l., bwin.party Games AB and Cashcade Limited. Its subsidiaries are engaged in management and information technology (IT) services, marketing services, online gaming, transaction services, customer support services, marketing support services and Land-based poker events. Advisors' Opinion:- [By Namitha Jagadeesh]
Bwin.Party Digital Entertainment Plc (BPTY) plunged 14 percent to 110 pence, the biggest drop since April 2011, after the online gaming company said 2013 sales will be 14 percent to 17 percent lower than last year�� figures. Analysts on average had forecast a sales drop of 9.2 percent.
10 Best Information Technology Stocks To Own Right Now: Xilinx Inc (XLNX)
Xilinx, Inc. (Xilinx), incorporated on February 5, 1984, designs, develops and markets programmable platforms. These programmable platforms have a number of components, including integrated circuits (ICs) in the form of programmable logic devices (PLDs), including Extensible Processing Platforms (EPPs); software design tools to program the PLDs; targeted reference designs; printed circuit boards, and intellectual property (IP), which consists of Xilinx and various third-party verification and IP cores. In addition to its programmable platforms, Xilinx provides design services, customer training, field engineering and technical support. The Company�� PLDs include field programmable gate arrays (FPGAs), complex programmable logic devices (CPLDs) that its customers program to perform logic functions, and EPPs. Xilinx�� products are offered to electronic equipment manufacturers in end markets, such as wired and wireless communications, industrial, scientific and medical, aerospace and defense, audio, video and broadcast, consumer, automotive and data processing. The Company sells its products globally through independent domestic and foreign distributors and through direct sales to original equipment manufacturers (OEMs) by a network of independent sales representative firms and by a direct sales management organization. In January 2011, the Company acquired AutoESL Design Technologies, Inc. In August 2012, the Company acquired embedded Linux solutions provider PetaLogix.
Product Families
The 7 series devices that comprise the Company�� 28-nanometer (nm) product families are fabricated on a high-K metal gate 28-nm process technology. These devices are based on an architecture, which enables design and IP portability and re-use across all families, as well as provides designers the ability to achieve the appropriate combination of I/O support, performance, feature quantities, packaging and power consumption to address a range of applications. The 7 series devices consist of! three families: Virtex-7 FPGA, Kintex-7 FPGAs and Artix-7 FPGAs. The Zynq-7000 family is the family of Xilinx EPPs. The Virtex-6 FPGA family consists of 13 devices and is the sixth generation in the Virtex series of FPGAs.
Virtex-6 FPGAs are fabricated on a high-performance, 40-nm process technology. There are three Virtex-6 families: Virtex-6 LXT FPGAs, Virtex-6 SXT FPGAs and Virtex-6 HXT FPGAs. The Spartan-6 family is the PLD industry�� 45-nm high-volume FPGA family, consisting of 11 devices in two product families: Spartan-6 LX FPGAs and Spartan-6 LXT FPGAs. The Virtex-5 FPGA family consists of 26 devices in five product families: Virtex-5 LX FPGAs for logic-intensive designs, Virtex-5 LXT FPGAs for high-performance logic with serial connectivity, Virtex-5 SXT FPGAs for high-performance DSP with serial connectivity, Virtex-5 FXT FPGAs for embedded processing with serial connectivity and Virtex-5 TXT FPGAs for high-bandwidth serial connectivity. Prior generation Virtex families include Virtex-4, Virtex-II Pro, Virtex-II, Virtex-E and the original Virtex family. Spartan family FPGAs include 90-nm Spartan-3 FPGAs, the Spartan-3E family and the Spartan-3A family. Prior generation Spartan families include Spartan-IIE, Spartan-II, Spartan XL and the original Spartan family.
Design Platforms and Services
The Company offers three types of programmable platforms. The Base Platform is the delivery vehicle for all of its new silicon offerings used to develop and run customer-specific software applications and hardware designs. The Base Platform consists of FPGA silicon; Integrated Software Environment (ISE) Design Suite design environment; integration support of optional third-party synthesis, simulation, and signal integrity tools; reference designs; development boards and IP. The Domain-Specific Platform targets one of the three primary Xilinx FPGA user profiles: the embedded processing developer; the DSP developer; or the logic/connectivity developer. The Market-S! pecific P! latform enables software or hardware developers to build and run their specific application or solution. Built for specific markets, such as automotive, consumer, aerospace and defense, communications, audio, video and broadcast, industrial, or scientific and medical, the Market-Specific Platform integrates both the Base and Domain-Specific Platforms.
During April 2012, Xilinx introduced the Vivado Design Suite. Vivado supports Xilinx 7 series FPGAs and Zynq EPPs. Xilinx and various third parties offer hundreds of no charge and fee-bearing IP core licenses covering Ethernet, memory controllers Interlaken and PCIe interface, as well as domain-specific IP in the areas of embedded, DSP and connectivity, and market-specific IP cores. The Company also offers development kits, including hardware, design tools, IP and reference designs. Xilinx offers a range of configuration products, including one-time programmable and in-system programmable storage devices to configure Xilinx FPGAs. These programmable read-only memory (PROM) products support all of the Company�� FPGA devices. Xilinx and certain third parties have developed and offer a ecosystem of IP, boards, tools, services and support through the Xilinx alliance program. Xilinx also works with these third parties to promote its programmable platforms through third-party tools, IP, software, boards and design services. Xilinx engineering services provide customers with engineering, ranging from hands-on training to full design creation and implementation.
The Company competes with Altera Corporation, Lattice Semiconductor Corporation and Microsemi Corporation.
Advisors' Opinion:- [By Lee Jackson]
Xilinx Inc. (NASDAQ: XLNX) was recently raised to an overweight rating at Morgan Stanley (NYSE: MS) and should be able to contain any earnings degradation as a result from lowered orders from Cisco. The consensus price target for the stock stands at $47, and investors are paid a 2.2% dividend.
- [By Riddhi Kharkia] rd and maintain its streak of impressive performances.
Beating competition
Altera's performance in the recently reported first quarter was much better than Xilinx. Its revenue grew 12% year-over-year to $461 million, comprehensively ahead of the $438 million consensus target. Earnings, meanwhile, came in at $0.37 per share, while analysts were looking for $0.32.
Altera's outlook was also strong. The company expects revenue in the range of $470 million-$488 million in the ongoing quarter, blowing past the $461 million estimate. In comparison, rival Xilinx's performance left a lot to be desired. The company's earnings missed estimates, and its revenue outlook for the current quarter also lagged expectations, as it saw a drop in orders from a couple of large communication customers.
Hence, Altera seems to be executing better than Xilinx. Going forward, considering Altera's product development efforts, there's a strong chance that it will be able to overtake Xilinx in the programmable logic devices market.
Fresh products
Altera's new products now account for almost half of its total revenue. The 28-nanometer process has been the primary driver for Altera so far, and the company seems to have successfully taken away some market share from Xilinx in this area. While Xilinx cited delays in LTE deployment as the reason behind its sluggish performance in the previous quarter, Altera was singing a different tune.
In fact, the roll out of LTE by China Mobile (CHL) resulted in 20% sequential growth in Altera's wireless business. In addition, Altera is also counting on the growing adoption of 3G in India and other developing countries to propel its business higher.
The company's focus on making its production processes more efficient has helped it land some solid design wins. Altera has already started sampling its 20-nanometer process with customers, extending its chip portfolio further. However, it is the 14-nanometer Fin
- [By Daniela Pylypczak]
Xilinx, Inc. (XLNX) announced its earnings results for its second quarter fiscal 2014 on Wednesday after the closing bell.
The company reported earnings of 58 cents per share, beating analysts’ estimates of 53 cents. Revenue was reported at $598.94 million, above the expected $588.28 million and a 3% increase from the prior quarter and up 10% from a year prior.
Xilinx also reported that it expects sales to be up 2% to down 2% sequentially. Gross margin is expected to be approximately 69% for the December quarter fiscal 2014.
Xilinx shares traded 1.19% higher during Wednesday’s session. Year-to-date, the stock is up 25.02%.
- [By Jon C. Ogg]
Xilinx Inc. (NASDAQ: XLNX) was raised to Outperform from Sector Perform with a $55 price target (versus $a 46.54 close) at Pacific Crest.
Last week we featureed�top stocks to buy trading under $10 as a Wall Street analyst montage. We now have more of those under $10 stock picks.
10 Best Information Technology Stocks To Own Right Now: Arena Pharmaceuticals Inc.(ARNA)
Arena Pharmaceuticals, Inc., a clinical-stage biopharmaceutical company, engages in discovering, developing, and commercializing oral drugs in the therapeutic areas of cardiovascular, central nervous system, inflammatory, and metabolic diseases. The company?s clinical development programs include lorcaserin that has completed two pivotal Phase III clinical trials for the treatment of weight management, including weight loss and maintenance of weight loss; and APD811, which is under Phase I clinical trial for the treatment of pulmonary arterial hypertension. Its preclinical development programs include APD334, for the treatment of autoimmune diseases, including multiple sclerosis and rheumatoid arthritis. The company also researches and develops cannabinoid, receptor agonists for the treatment of osteoarthritis and pain; and GPR119 agonists for the treatment of type 2 diabetes. Its other development programs, which had completed Phase I clinical trial include APD597 for th e treatment of type II diabetes; APD916 for the treatment of narcolepsy and cataplexy; and APD791 for the treatment of arterial thrombosis. In addition, the company provides manufacturing services. Arena Pharmaceuticals, Inc. was founded in 1997 and is based in San Diego, California.
Advisors' Opinion:- [By Sean Williams]
You'll find similar impressive partnerships with Eisai. Ironically, while Takeda is licensing weight-loss drug Contrave, Eisai is licensing weight control management drug Belviq from Arena Pharmaceuticals (NASDAQ: ARNA ) . Perhaps Eisai's most well-known strategic co-promotion is its marketing collaboration with Pfizer�for Alzheimer's disease drug Aricept. �
- [By Max Macaluso, Ph.D.]
Arena Pharmaceuticals (NASDAQ: ARNA ) �and�VIVUS� (NASDAQ: VVUS ) �both had obesity drugs approved by the Food and Drug Administration (FDA) in 2012, and�are two of the most contentious stocks on the market today. The high rates of obesity in America underscore the potential opportunities these companies have, but investors may not completely understand how physicians actually treat this disease. For instance, are medications really a necessary part of treatment? Are lifestyle changes more important, and can obesity be cured?
- [By Brian Orelli]
VIVUS (NASDAQ: VVUS ) and Arena Pharmaceuticals (NASDAQ: ARNA ) had better check their rearview mirror because Novo Nordisk (NYSE: NVO ) looks ready to submit a new obesity drug to the Food and Drug Administration around the end of the year.
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