The overall ratings of four capital markets stocks are down on Portfolio Grader this week. Each of these rates a “D” (“sell”) or “F” overall (“strong sell”).
This week, Investment Technology Group, Inc. () falls to a D (“sell”), worse than last week’s grade of C (“hold”). Investment Technology Group is an agency brokerage and financial technology firm that partners with asset managers globally to provide innovative solutions spanning the investment continuum. In Portfolio Grader’s specific subcategories of Earnings Growth, Cash Flow and Sales Growth, ITG also gets an F. The stock’s trailing PE Ratio is 51.00. .
Top 10 Wireless Telecom Stocks To Buy Right Now: Standard Motor Products Inc (SMP)
Standard Motor Products, Inc. (Standard Motor Products) is an independent manufacturer and distributor of replacement parts for motor vehicles in the automotive aftermarket industry, with a focus on the original equipment service market. The Company operates in two segments: Engine Management Segment and Temperature Control Segment. The Engine Management Segment manufactures ignition and emission parts, ignition wires, battery cables and fuel system parts. The Temperature Control Segment manufactures and remanufactures air conditioning compressors, air conditioning and heating parts, engine cooling system parts, power window accessories, and windshield washer system parts. In January 2014, the Company acquired the assets of Pensacola Fuel Injection, a privately-held company.
The Company�� customers consist of warehouse distributors, such as CARQUEST Corporation and NAPA Auto Parts, as well as auto parts retail chains, such as Advance Auto Parts, Inc., AutoZone, Inc., O��eilly Automotive, Inc., Canadian Tire Corporation and Pep Boys. Its customers also include national program distribution groups, such as Federated Auto Parts, Inc., All Pro/Bumper to Bumper (Aftermarket Auto Parts Alliance, Inc.), Automotive Distribution Network and The National Pronto Association, and specialty market distributors. The Company distributes parts under its own brand names, such as Standard, BWD, Intermotor, GP Sorensen, TechSmart, OEM, Four Seasons, Factory Air, EVERCO, ACi, Imperial and Hayden and through private labels, such as CARQUEST, O��eilly Import Direct and Master Pro, NAPA Echlin, NAPA Temp Products and NAPA Belden.
Engine Management Segment
The Company manufacture a line of engine management replacement parts including, electronic ignition control modules, fuel injectors, ignition wires, voltage regulators, coils, switches, emission sensors, EGR valves, distributor caps and rotors and other engine management components primarily under its brand names Standard, BWD! , Intermotor, OEM, TechSmart and GP Sorensen, and through private labels, such as CARQUEST, O��eilly Import Direct and Master Pro, NAPA Echlin and NAPA Belden. In its Engine Management Segment, replacement parts for ignition, emission control and fuel systems accounted for approximately 60% of the Company�� revenues during the year ended December 31, 2011.
Vehicles are factory-equipped with computer-controlled engine management systems to control ignition, emission and fuel injection systems. The on-board computers monitor inputs from many types of sensors located throughout the vehicle, and control a myriad of valves, injectors, switches and motors to manage engine and vehicle performance. Electronic ignition systems enable the engine to operate with improved fuel efficiency and reduced level of hazardous fumes in exhaust gases. Wire and cable parts accounted for approximately 12% of the Company�� revenues during 2011. These products include ignition (spark plug) wires, battery cables and a range of electrical wire, terminals, connectors and tools for servicing an automobile�� electrical system. The component of this product line is the sale of ignition wire sets.
Temperature Control Segment
The Company manufactures, remanufactures and markets a line of replacement parts for automotive temperature control (air conditioning (AC) and heating) systems, engine cooling systems, power window accessories and windshield washer systems, primarily under its brand names of Four Seasons, EVERCO, ACi, Hayden, Factory Air and Imperial, and through private labels, such as CARQUEST, NAPA Temp Products and Murray.
The product groups sold by its Temperature Control Segment are new and remanufactured compressors, clutch assemblies, blower and radiator fan motors, filter dryers, evaporators, accumulators, hose assemblies, expansion valves, heater valves, AC service tools and chemicals, fan assemblies, fan clutches, engine oil coolers, transmission coolers, wind! ow lift m! otors, motor/regulator assemblies and windshield washer pumps. The Company�� temperature control products accounted for approximately 27% of the Company�� revenues during 2011.''
The Company competes with ACDelco, Delphi Automotive PLC, Denso Corporation, Robert Bosch Corporation, Visteon Corporation, NGK/NTK, General Cable, Prestolite, United Components, Inc, ACDelco, Delphi Automotive PLC, Denso Corporation, Sanden International, Inc., Continental AG and Vista-Pro Automotive, LLC.
Advisors' Opinion:- [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 Standard Motor Products (NYSE: SMP ) , whose recent revenue and earnings are plotted below. - [By Jeremy Bowman]
What: Shares of Standard Motor Products (NYSE: SMP ) weren't looking up to snuff today, falling as much as 10% today after Goldman Sachs downgraded the entire U.S. auto sector and lowered its rating on Standard form "neutral" to "sell."
- [By , Zacks Investment Research]
Standard Motor Products (SMP) makes�replacement parts for motor vehicles in the automotive aftermarket industry with an increasing focus on the original equipment service market. It has a market cap of $959 million.
Top 5 Building Product Stocks To Invest In Right Now: TiVo Inc.(TIVO)
TiVo Inc., together with its subsidiaries, provides technology and services for television solutions, including digital video recorders (DVRs) and connected televisions in the United States and internationally. The company offers subscription-based TiVo service, which enhances home entertainment by providing consumers with a way to record, watch, and control live television, as well as to receive videos, pictures, and movies from cable, broadcast, and broadband sources in one interface. It also provides a platform for advertising and audience research measurement services. TiVo Inc. distributes the TiVo DVR through consumer electronics retailers and its online store at TiVo.com, as well as the TiVo service through agreements with satellite and cable television service providers; and broadcasting companies. As of January 31, 2011, it had approximately 1.5 million subscriptions to the TiVo service. The company was founded in 1997 and is headquartered in Alviso, California. Advisors' Opinion:
- [By Evan Niu, CFA]
What: Shares of TiVo (NASDAQ: TIVO ) got crushed today, down by 19% at the low, after the company settled an ongoing patent suit with several tech companies.
Top 5 Building Product Stocks To Invest In Right Now: Reynolds American Inc(RAI)
Reynolds American Inc. (RAI), through its subsidiaries, manufactures and sells cigarette and other tobacco products in the United States. It offers cigarettes under the brand names of CAMEL, PALL MALL, WINSTON, KOOL, DORAL, SALEM, MISTY, and CAPRI; and cigarettes and other tobacco products under the NATURAL AMERICAN SPIRIT brand name, as well as manages various licensed brands, including DUNHILL and STATE EXPRESS 555. The company also provides smokeless tobacco products, including moist snuff under GRIZZLY and KODIAK brand names; pasteurized tobacco under CAMEL Snus brand name; milled tobacco under the brand name of CAMEL Dissolvables; other tobacco products, such as little cigars under WINCHESTER and CAPTAIN BLACK brand names; and roll-your-own tobacco under the brand name of BUGLER. RAI sells its products primarily through distributors, wholesalers, and other direct customers, including retail chains, as well as distributes its cigarettes to public warehouses. The compan y was founded in 1875 and is headquartered in Winston-Salem, North Carolina.
Advisors' Opinion:- [By John Udovich]
There is a new ��tudy��out that electronic cigarettes, or so-called e-cigarettes or e-cigs, may contain a comparable level of carcinogens to regular cigarettes; but that�� unlikely to stop big tobacco stocks like Altria Group Inc (NYSE: MO), Lorillard Inc (NYSE: LO) and Reynolds American, Inc (NYSE: RAI) who are rushing to get their products established in the sector. Specifically, a report released this week �in France�� National Consumer Institute magazine claims that�many e-cigarettes (approximately�3 in 10 e-cigarettes) actually contain "a significant quantity of carcinogenic molecules" than had been reported in earlier studies while the Wall Street Journal has recently reported that the FDA has been in discussions with the e-cigarette industry about a possible online-sales ban of the product. The Journal also noted estimates that US�electronic cigarette sales will hit the $1 billion mark this year while Wells Fargo Securities���onnie Herzog predicts sales could hit $10 billion in five years as smokers switch from tobacco to battery-operated nicotine-vaporizing technology. Moreover, electronic cigarettes don�� face the same sort of restrictions as their smoke emitting counterparts���meaning they are bound to catch on with the country�� 45 million or so smokers given the increasingly draconian smoking laws.
- [By abirk] lds American and Lorillard hold 29% and 10% of the market share, respectively. Reynolds American offers cigarettes under the brand names of Camel, Pallmall, Winston, Kool, etc. It produces more savings brands, making it likely to benefit from consumers switching from premium to value brands. With a current dividend yield of 5.3%, this North Carolina based company has the highest payout ratio of 78.5%. The company is expected to grow its earnings to $3.40 per share next year. As of March 2013, it had $2.8 billion of cash and generated $922 million of free cash flow. Recently, it bought back $325 million of stock paid $326 million in dividends.
Despite the fact that the company's revenues are downward trending and it has lost some of its market share, it continues to be an attractive investment from a dividend standpoint. The current P/E ratio is 19x, at a premium to its industry average.
Lorillard (LO)
The firm is a leader in e-cigarettes, electronic nicotine delivery systems that simulate the smoking experience, and gives people a healthy injection of nicotine. Lorillard's flagship cigarette Newport is by far the most popular brand of mentholated cigarettes. Earnings for American tobacco company are projected to be $3.42 per share next year. With a current payout ratio of 70.5%, the company can maintain a dividend increase of 10% next year. As of March 2013, it had $2 billion of cash on its balance sheet and free cash flow was $692 million. Revenue is expected to grow 7.5% this year and 7.4% next year. Earnings per share are
- [By Robert Stephens]
Reynolds
When it comes to low betas,�Reynolds� (NYSE: RAI ) �is the clear leader of the three stocks. Its beta is just 0.3, which means that it could offer a lower volatility of returns than many of its index peers and could outperform the wider index during a market correction. Furthermore, Reynolds' yield of 4.7% compares well with its two tobacco peers and provides investors with an income at a time when the interest rates on savings accounts are extremely low.
Top 5 Building Product Stocks To Invest In Right Now: Calumet Specialty Products Partners L.P.(CLMT)
Calumet Specialty Products Partners, L.P. produces and sells specialty hydrocarbon products in North America. It operates in two segments, Specialty Products and Fuel Products. The Specialty Products segment processes crude oil and other feedstocks into various customized lubricating oils, white mineral oils, solvents, petrolatums, gelled hydrocarbons, cable fillers, natural petroleum sulfonates, waxes, and compressor lubricants. Its products are used in applications in a range of industries, such as industrial goods, including metal working fluids, belts, hoses, sealing systems, batteries, hot melt adhesives, pressure sensitive tapes, electrical transformers, refrigeration compressors, and drilling fluids; consumer goods, including candles, petroleum jelly, creams, tonics, lotions, coating on paper cups, chewing gum base, automotive aftermarket car-care products, lamp oils, charcoal lighter fluids, camping fuel, and various aerosol products; and automotive goods, such as motor oils, greases, transmission fluid, and tires. The Fuel Products segment processes crude oil into various fuel and fuel-related products, such as gasoline, diesel, jet fuel, and heavy fuel oils. This segment also offers fuel-related products, including fluid catalytic cracking feedstock, asphalt vacuum residuals, and mixed butanes. Calumet GP, LLC serves as the general partner for Calumet Specialty Products Partners, L.P. The company was founded in 1916 and is headquartered in Indianapolis, Indiana.
Advisors' Opinion:- [By Robert Rapier]
As its name suggests, Calumet Specialty Products Partners (Nasdaq: CLMT) isn’t a conventional refiner. It’s a refiner of petroleum-based specialty products and fuels, with 11 domestic production facilities spread across Louisiana, Texas, Montana, Wisconsin and Pennsylvania. In addition to gasoline, diesel, jet fuel and asphalt, the partnership produces solvents, mineral oils, waxes and specialty lubricants.
No comments:
Post a Comment