Wednesday, July 2, 2014

Hot Consumer Service Companies To Own For 2014

Synutra International (Nasdaq: SYUT  ) reported earnings on June 13. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended March 31 (Q4), Synutra International missed estimates on revenues and beat expectations on earnings per share.

Compared to the prior-year quarter, revenue contracted. Non-GAAP earnings per share contracted significantly. GAAP earnings per share shrank significantly.

Margins dropped across the board.

Revenue details
Synutra International booked revenue of $72.9 million. The two analysts polled by S&P Capital IQ expected to see sales of $77.6 million on the same basis. GAAP reported sales were 15% lower than the prior-year quarter's $85.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

Best Rising Stocks To Own For 2015: Guggenheim Enhanced Equity Income Fund (GPM)

Old Mutual/Claymore Long-Short Fund (the Fund) is a diversified, closed-end management investment company. The Fund�� primary investment objective is to provide a high level of current income and current gains. The Fund�� secondary investment objective is to provide long-term capital appreciation. The Fund invests in a portfolio of equity securities and by selling securities short in the S&P 500 Index that it believes will under perform relative to the average stock in the S&P 500. The Fund will also write (sell) call options on equity indexes and, to a lesser extent, on individual securities held in the Fund�� portfolio.

The Fund�� investment adviser is Claymore Advisors, LLC. Analytic Investors, Inc. (Analytic) is the Fund�� sub-adviser. It invests in various sectors, including financials, information technology, industrials, healthcare, consumer discretionary, consumer staples, energy, materials, utilities and telecommunications.

Advisors' Opinion:
  • [By Chuck Carnevale]

    Next, I turned to an evaluation of gross profit margin (gpm), net profit margin (npm), return on assets (roa), return on equity (roe) and return on invested capital (roi). The example below only includes gross and net profit margin, however, I review data on all the metrics stated above.

Hot Consumer Service Companies To Own For 2014: OriginOil Inc (OOIL)

OriginOil, Inc., incorporated on June 1, 2007, is a technology company. The Company is primarily involved in research and development activities, and sales of pilot and demonstration equipment. The Company has developed an energy production process for harvesting algae and cleaning up oil and gas water. To develop the energy and ancillary markets, the Company sells smaller-scale equipment, such as the Algae Appliance. The Company�� process, CLEAN-FRAC, represents a generation of water treatment that is chemical free. The Company's water cleanup technology, Electro Water Separation (EWS), is a chemical-free process that extracts organic contaminants from large quantities of water. Its products include EWS Algae, EWS Algae A4, EWS Algae A60, EWS Algae A200, EWS Petro P160, and EWS Aqua Q60.

The Company intends to embed its technology into larger systems through licensing and joint ventures. The Company is in the process of pursuing secondary licensing opportunities outside of energy, including aquaculture. EWS Algae A4 is an entry-level algae harvester designed to make it easier and faster for producers and researchers to try and buy the Company's harvesting technology. EWS Algae A60 is a pilot scale algae harvester providing a low energy, chemical-free, continuous flow wet harvest system to dewater and concentrate the microalgae. EWS Petro Model 160 is designed to remove organics, such as crude oil, and suspended solids and bacteria from process water, such as produced or frac flowback water at a continuous flow rate of one barrel per minute or 160 liters per minute in continuous, chemical free operation. EWS Aqua Q60 is a commercial fish farming pond water treatment system, designed to clean pond water of ammonia, bacteria and aquatic animal pathogens in a continuous loop.

Advisors' Opinion:
  • [By CRWE]

    Today, OOIL�has shed (-3.12%) down -0.01 at $.31 with 95,929 shares in play thus far (ref. google finance Delayed: 2:04PM�EDT October 15, 2013).

    OriginOil, Inc. previously reported it has signed its first pay-per-barrel agreement with Industrial Systems, Inc. (ISI) for a water treatment system integrating OriginOil�� process as the first stage of treatment.

    Delta, Colorado-based ISI has agreed that it will operate the Model P160 as part of its overall frac flowback water cleanup service, and pay OriginOil a fee for each barrel processed.

Hot Consumer Service Companies To Own For 2014: Panasonic Corporation(PC)

Panasonic Corporation develops, manufactures, and sells electronic products worldwide. The company offers video and audio equipment, and information and communications equipment; imaging equipment, such as flat-panel TVs and LCDs; digital AVC network equipment, including blu-ray disc recorders, digital cameras, and digital camcorders; business-use audiovisual (AV) equipment; notebook PCs; printers; security-related products comprising network cameras and POS system solutions; mobile phones; motors; car navigation systems, cameras, and digital terrestrial tuners. It also provides home appliances consisting of refrigerators, room air conditioners, washing machines and clothes dryers, and vacuum cleaners; and lighting and environmental systems, as well as components and devices for use in various products ranging from digital AV equipment, and information and communication devices to home appliances and industrial equipment; and offers electronic-parts-mounting machines, indu strial robots, and industrial equipment. In addition, the company provides solar photovoltaic systems and rechargeable batteries; electrical supplies, electric products, and building materials and equipment; personal care products, such as massage sofa, men?s shavers, hair dryers, and vibration toothbrushes; EV relays, and back and corner sensors; living station modular kitchen systems; home appliance- and communications-use relays and printed circuit board materials, and factory-automation -related products; and solar power generation systems and all-electric home design fixtures. It serves consumer, industrial and business corporations, governments, and other institutions, such as electric and electronic equipment manufacturers, automotive manufacturers, and various machinery makers. The company was formerly known as Matsushita Electric Industrial Co., Ltd. and changed its name to Panasonic Corporation in October 2008. Panasonic Corporation is founded in 1918 and is based in Kadoma-shi, Japan.

Advisors' Opinion:
  • [By Kyle Woodley]

    The short, sucky answer? A lot:

    Plans for a ��igafactory��meant to produce millions of electric-car batteries ginned up excitement, but also raised eyebrows. The Wall Street Journal reported on skepticism in the space — including from heads at Volkswagen (VLKAY) and battery maker Highpower International (HPJ). Now, even planned investment partner Panasonic (PC) now sounds iffy on the project, with company Kazuhiro Tsuga saying “the investment risk is definitely larger.” Not good. There also was Tesla�� direct sales snafu. New Jersey Gov. Chris Christie huffed and puffed and (on March 11) successfully blew down Tesla�� direct sales model, with the Motor Vehicle Commission approving a measure to enforce an already-existing ban on direct sales. On the flip side, Tesla has scored victories in New York and Ohio in the past month, and is making progress in Arizona (which has a little incentive on the board). Production of the Model X has been pushed further back, to 2015. Musk’s reasons — mostly having to do with focusing on bolstering Model S sales — are valid, but that doesn�� really soften the blow of a longer wait for the much-anticipated addition to Tesla�� line. To address the issue of battery fires in the Model S, TSLA added titanium shields and aluminum deflector plates to new vehicles and offered to install them for free in all its existing cars. Tesla�� margins are excellent, and there�� no hard number on the cost impact of the fix, but titanium ain�� cheap. This definitely isn�� going to add to Tesla�� bottom line. What Now?

    I won�� belabor you with my bullish position on TSLA stock, but if you want, you can see it here. In short, Musk is a genius; Tesla products are quality and appeal to (and are priced for) the all-important luxury segment; and just given size and scale, TSLA has oh-so-much room to grow.

Hot Consumer Service Companies To Own For 2014: La-Z-Boy In (LZB)

La-Z-Boy Incorporated, incorporated on May 1, 1941, is a global producer of reclining chairs. The Company manufactures, markets, imports, distributes and retails upholstery products, accessories and casegoods (wood) furniture products. The Company sells its products, primarily in the United States and Canada, to furniture retailers and directly to consumers through Company-owned stores. The Company operates in three segments: Upholstery Group, Casegoods Group and Retail Group. As of April 27, 2013, the Company had network of 313 La-Z-Boy furniture galleries stores and 565 Comfort Studios, and it owned 94 of the La-Z-Boy Furniture Galleries stores. The Kincaid, England and Lea operating units also have in-store gallery programs.

Upholstery Group

The Company�� operating units in the Upholstery Group are England and Bauhaus. It manufactures and sells upholstered furniture to furniture retailers and stores. Upholstered furniture includes recliners and motion furniture, sofas, loveseats, chairs, sectionals, modulars, ottomans and sleeper sofas. It sells directly to La-Z-Boy Furniture Galleries stores, operators of Comfort Studios locations, major dealers and other independent retailers.

The Company competes with Ashley, Bassett Furniture, Bernhardt, Ethan Allen, Flexsteel, Furniture Brands International, Klaussner, and Natuzzi.

Casegoods Group

The Casegoods Group is an importer, marketer, manufacturer and distributor of casegoods (wood) furniture, such as bedroom sets, dining room sets, entertainment centers, and accent pieces, as well as some coordinated upholstered furniture. The operating units in the Casegoods Group consist of two groups, one including American Drew, Lea and Hammary, and the second being Kincaid. The Casegoods segment primarily sells to dealers and other independent retailers.

The Company competes with Ashley, Bassett Furniture, Bernhardt, Ethan Allen, Flexsteel, Furniture Brands International, Klaussner, a! nd Natuzzi.

Retail Group

The Retail Group consists of 94 Company-owned La-Z-Boy Furniture Galleries stores located in 11 markets ranging from the Midwest to the East Coast of the United States and also, including Southeastern Florida and southern California. The Retail Group sells upholstered furniture, as well as casegoods and other accessories to end consumers through the retail network.

The Company competes with Arhaus, Ashley, Bassett Furniture Direct, Crate and Barrel, Ethan Allen, Restoration Hardware, Thomasville Home Furnishings Stores, Costco, Home Depot, IKEA, Sam�� Club, Target, Wal-Mart and Williams Sonoma.

Advisors' Opinion:
  • [By Rick Aristotle Munarriz]

    WireImage/Getty Images From a poorly planned food drive to "mislabeled" bibles to a run on recliners, here's a rundown of the week's best and worst moves in the business world. La-Z-Boy (LZB) -- Winner It's not easy to get pumped about a maker of reclining furniture, but that's just what happened this week when La-Z-Boy posted better than expected quarterly results. Sales rose 14 percent for the quarter, and the furniture maker's profit of $0.31 a share was well ahead of what Wall Street was forecasting. La-Z-Boy also sweetened its own story by boosting its quarterly dividend by 50 percent. Something tells me that bigger dividends sound better to folks than the comfy chair. Walmart (WMT) -- Loser A Walmart store in Ohio made headlines for all the wrong reasons when it set up a food drive to benefit its own impoverished employees. Walmart is already taking plenty of heat for its low wages, even though it's not materially different than what many retailers pay. It never gets the accolades for making budgets last longer by offering low prices. However, this time the knocks are warranted. Setting up tables in the employees' area for sales associates and cashiers to donate food items for their poor coworkers was never going to end well. Walmart initially played it up as a positive, suggesting that it was collecting for Walmart employees whose spouses are out of work. However, the more straightforward interpretation is that Walmart doesn't pay a living wage sufficient to provide for a family, and that's the one that went viral. SodaStream (SODA) -- Winner Making soda at home just got easier with SodaStream introducing SodaStream Caps. Simply pressing a SodaStream Caps capsule down into a fizzed up SodaStream bottle provides enough syrup for the entire liter. It's a slightly more convenient process than having to pour out the syrup from a bottle's measuring cap. SodaStream Caps are now being sold exclusively through Bed Bath & Beyond (BBBY), though othe

  • [By Ben Levisohn]

    My grandfather owned a La-Z-Boy (LZB), and yours probably did too. But there’s nothing old-fashioned about its stock’s performance today following its earnings release. Going up never goes out of style.

    AFP

    MarketWatch has the details on La-Z-Boy’s results:

    For the quarter ended Oct. 26, La-Z-Boy posted a profit of $16.7 million, or 31 cents a share, up from $6.6 million, or 12 cents a share, a year earlier. The latest results included a reduction of some valuation reserves worth a penny a share, while prior-year results had three cents in restructuring charges.

    Sales climbed 14% to $366.4 million.

    Analysts surveyed by Thomson Reuters expected a per-share profit of 26 cents on $349 million in revenue.

    Raymond James analysts Budd Bugatch and Justin Santa Cruz really like what they see. Really, really, really.

    We reaffirm our Strong Buy rating on LZB and increase our 12-month price target to $29.00 following the company�� strong operating results. Sales beat our estimates in each of the three segments, and operating income was better in two of three. Despite an uncertain consumer environment and difficult industry backdrop (traffic was ��lat��for the period); La-Z Boy delivered robust sales growth and improved profitability. Same-store written sales for the 314 La-Z-Boy Furniture Galleries (97 company-owned) increased 9.8% y/y, above our 8.0% estimate, and on top of 13.3% growth in the prior year. La-Z-Boy seems likely to continue to benefit from an improving economy and consumer confidence as well as the housing recovery.

    Shares of La-Z-Boy have gained 11% to $27.02 at 1:54 p.m. today. Its performance is also giving other furniture stocks a boost. Flexsteel (FLXS) has risen 1% to $27.60, Hooker Furniture (HOFT) has jumped 1.6% to $17.12 and Ethan Allen International (ETH) has advanced 1.2% to $29.20. Haverty Furniture (HVT) has dipped 0.3% to $27.87.

Hot Consumer Service Companies To Own For 2014: Iridium Communications Inc(IRDM)

Iridium Communications Inc. provides mobile voice and data communications services through satellites to businesses, the U.S. and foreign governments, non-governmental organizations, and consumers worldwide. It offers post-paid mobile voice and data satellite communications services; prepaid mobile voice satellite communications services; high-speed data services; machine-to-machine services for sending and receiving data from one location to other; and ancillary services, including inbound connections from the public switched telephone networks, SMS, SIM, activation, customer reactivation, and other peripheral services to commercial customers. The company also offers traditional voice, netted voice, data, messaging, and paging services, as well as maintenance services for the DoD?s dedicated gateway; and offers voice and data solutions, including personnel tracking devices; over-the-horizon aircraft communications applications; submarine communications applications; spec ialized communications solutions for high-value individuals; asset tracking devices for equipment, vehicles, and aircraft; and secure mobile communications and data devices for the military and intelligence community, such as secure satellite handsets to U.S. government customers. In addition, it manufactures and sells satellite handsets, voice and data modems, high-speed data devices, and machine-to-machine data devices. Further, the company offers accessories for its devices, including holsters, earbuds, portable auxiliary antennas, antenna adaptors, USB data cables, and charging units. Additionally, it provides engineering and support services to commercial and government customers. The company sells products and services to commercial end-users through service providers, value-added resellers, and value-added manufacturers. As of March 31, 2011, it had approximately 447,000 billable subscribers. The company was founded in 2000 and is headquartered in McLean, Virginia.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Telecommunications services sector gained 0.12 percent in the US market today. Among the sector stocks,Iridium Communications (NASDAQ: IRDM) was down more than 4.5 percent, while America Movil S.A.B. de C.V. (NYSE: AMX) tumbled around 2.3 percent.

  • [By John Udovich]

    Small cap Gogo Inc (NASDAQ: GOGO) leaped 10.04% yesterday after announcing its first international deal where it would provide in-flight Internet service on the entire domestic fleet of Japan Airlines (JAL)���meaning it might be a good idea to take a closer look at the stock along with�Iridium Communications Inc (NASDAQ: IRDM), another formerly highflying communications stock that hit heavy turbulence and ultimately crashed over a decade ago.

  • [By John Udovich]

    The Iridium Communications, Inc. (NASDAQ: IRDM) fiasco about a decade ago might offer investors a cautionary tale about getting into small cap in-flight wifi stock Gogo, Inc. (NASDAQ: GOGO) too soon. Moreover, Gogo, Inc. just had an IPO, but Mad Money’s Cramer recently described that IPO as “horrible” and that "it's still bad” plus there are some issues with the company's in-flight wifi service itself.

  • [By Jake L'Ecuyer]

    Iridium Communications (NASDAQ: IRDM) was also up, gaining 10.72 percent to $7.54 after the company caught an upgrade to Outperform from Neutral at Macquarie Monday morning.

Hot Consumer Service Companies To Own For 2014: Endo Pharmaceuticals Holdings Inc. (ENDP)

Endo Health Solutions Inc. provides specialty healthcare solutions in the United States and internationally. The company�s Endo Pharmaceuticals segment offers branded prescription products, including Lidoderm, Opana ER, Percocet, Voltaren Gel, Frova, Supprelin LA, Vantas, Valstar, and Fortesta Gel for pain, urology, endocrinology, and oncology. Its Qualitest segment provides non-branded generic products in the pain management, urology, central nervous system disorders, immunosuppression, oncology, women�s health, and hypertension markets. The company�s AMS segment offers various technology solutions comprising AMS 700 MS series, AMS 800 artificial urinary sphincter, GreenLight XPS laser system, Elevate transvaginal pelvic floor repair system, and Monarc subfascial hammock products in the areas of men�s and women�s health, and BPH therapy. Its HealthTronics segment provides urological services, such as lithotripsy, prostate treatment, anatomical pathology, and electron ic medical record services to urologists, hospitals, surgery centers, and clinics; and manufactures, sells, and maintains medical devices for tissue and tumor ablation. The company�s products under development primarily include Aveed, an injectable testosterone preparation to treat male hypogonadism; BEMA Buprenorphine, a transmucosal form of buprenorphine in Phase III trials for treating moderate to severe chronic pain; ODM-201, an androgen receptor antagonist in Phase II clinical testing to treat castrate resistant prostate cancer; and EN3342, a polyurethane implant in Phase I/II trials for the maintenance treatment of schizophrenia in adults. It serves pharmacy chains directly; and hospitals, governmental agencies, pharmacies, and physicians through wholesale drug distributors. The company was formerly known as Endo Pharmaceuticals Holdings Inc. and changed its name to Endo Health Solutions Inc. in May 2012. Endo Health Solutions Inc. was founded in 1997 and is headquart ered in Malvern, Pennsylvania.

Advisors' Opinion:
  • [By Dan Caplinger]

    Warner Chilcott may even turn the tables and decide to be an acquirer. Rumors that the company might be involved in a potential bid for Endo Health Solutions (NASDAQ: ENDP  ) back in February haven't panned out, but an acquisition could help the company bolster its pipeline. At the same time, though, its current debt load could make a buyout difficult from a financial perspective.

  • [By Victor Selva]

    Forest Laboratories has a current ratio of 2.69% which is higher than the ones registered by Endo International Plc (ENDP), Valeant Pharmaceuticals International (VRX) and Cubist Pharmaceuticals Inc. (CBST). For investors looking for a higher ROE, Allergan Inc. (AGN) and Actelion Ltd. (ATLN.VX) are good options.

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