Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Coach (NYSE: COH ) jumped 10.5% today after the company released earnings.
So what: First-quarter sales rose 7% to $1.19 billion, beating estimates of $1.18 billion. On the bottom line, earnings per share jumped 10% to $0.84, four cents ahead of estimate. �
Now what: The big highlight was a 40% increase in China's sales, continuing strong growth internationally. North America, which accounts for two-thirds of sales, also saw a 7% increase in sales during the quarter. I don't see the earnings beat as a reason to pay 10% more for the company, but if shares fall over the next few weeks, investors can get in at a good value, especially after management increased its dividend to $1.35 per share annually.
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Hot Dividend Companies To Invest In 2014: Himax Technologies Inc.(HIMX)
Himax Technologies, Inc., together with its subsidiaries, designs, develops, and markets semiconductors for flat panel displays. Its products include display drivers and timing controllers for various thin film transistor liquid crystal displays (TFT-LCD) panels, which are used in desktop monitors, notebook computers, televisions, and mobile handsets, as well as consumer electronics products comprising netbook computers, digital cameras, mobile gaming devices, portable DVD players, digital photo frame, and car navigation displays; and TFT-LCD television and monitor semiconductor solutions. The company also provides liquid crystal on silicon (LCOS) products for palm-size mobile projectors; power management integrated circuits, which include drivers, amplifiers, DC to DC converters and other semiconductors; complementary metal oxide semiconductor image sensors for camera-equipped mobile devices, such as mobile phones and notebook computers with a focus on lowlight image and video quality; and wafer level optics products. It serves TFT-LCD panel manufacturers, mobile device module manufacturers, and television makers. Himax Technologies, Inc. was founded in 2001 and is headquartered in Tainan, Taiwan.Advisors' Opinion:
- [By Alex Planes]
What: Shares of Himax Technologies (NASDAQ: HIMX ) have been advancing throughout the trading day, and are now perched atop gains of 12%, after Oppenheimer analysts Andrew Uerkwitz and Martin Yang initiated coverage with a buy rating, making some strongly supportive comments in the process.
Hot Dividend Companies To Invest In 2014: Agrium Inc.(AGU)
Agrium Inc., together with its subsidiaries, produces and markets agricultural nutrients, industrial products, and specialty products worldwide, as well as involves in the retail supply of agricultural products and services in North and South Americas. The company?s Retail segment markets crop nutrient products, including nitrogen, phosphate, potash, sulphur, and micronutrients; crop protection products, such as herbicides, fungicides, adjuvants, and insecticides; and seeds. This segment also offers agronomic services, as well as product application, soil and leaf tissue testing and analysis, and crop scouting services. This segment operates 1,192 outlets in the United States, Canada, Australia, Argentina, Chile, and Uruguay. The company?s Wholesale segment produces, markets, and distributes nitrogen, phosphate, potash, sulphate, and other crop nutrient products for agricultural and industrial customers. This segment also owns and operates facilities that upgrade ammonia t o other nitrogen products, such as urea, nitric acid, and ammonium nitrate, as well as provides Rainbow plant food products. Agrium?s Advanced Technologies segment produces and markets controlled-release crop nutrients and micronutrients for the agriculture, specialty agriculture, professional turf, horticulture, and consumer lawn and garden markets. The company was formerly known as Cominco Fertilizers Ltd. and changed its name to Agrium Inc. in 1995. Agrium Inc. was founded in 1931 and is headquartered in Calgary, Canada.Advisors' Opinion:
- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, fertilizer producer Agrium (NYSE: AGU ) has earned a coveted five-star ranking.
- [By Neha Chamaria]
Tough times could be in store
It will also be important to see whether Mosaic follows PotashCorp's footsteps on another count ��idling plants for maintenance during the summer months for an extended period of time. PotashCorp plans to shut one of its mines for an additional six weeks this year, which probably looks like a move to tackle the inventory glut. Lower demand from key global markets like India and China last year resulted in a huge imbalance between demand and supply for potash fertilizer, forcing the key potash players ��PotashCorp, Mosaic, and Agrium (NYSE: AGU ) ��to idle several plants.
- [By Matt DiLallo]
The reason Monsanto and its peers even exist is to help farmers produce more crops from less land in order to feed the world's growing population. There are other ways to invest in a solution to these agricultural issues; some investors might find a more palpable investment opportunity with fertilizer makers Agrium (NYSE: AGU ) or PotashCorp (NYSE: POT ) .
- [By Neha Chamaria]
After Mosaic's (NYSE: MOS ) and PotashCorp's (NYSE: POT ) impressive quarterly numbers, investors' expectations from CF Industries (NYSE: CF ) and Agrium (NYSE: AGU ) unsurprisingly ran high. While CF's stock gained 4% in the week prior to its earnings announcement, Agrium's stock tacked on 6% before release. Unfortunately, expectations fell flat on their faces. The result: All four stocks have stopped short in their tracks, leaving investors sulking. The $64,000 question is: What should investors make of the situation and what should they do now?
Hot Energy Stocks To Watch Right Now: United Bancorp Inc.(UBCP)
United Bancorp, Inc. operates as the holding company for The Citizens Savings Bank that provides various commercial and retail banking products and services in the northeastern, eastern, southeastern, and south central Ohio. Its deposit products include interest-bearing deposits, certificates of deposit, demand deposits, savings accounts, NOW accounts, and money market deposits. The company?s loan portfolio comprises commercial, real estate, installment, and consumer loans, as well as letters of credit and lines of credit. It also offers brokerage, night deposit, safe deposit box, and automatic teller machine services. United Bancorp provides banking services through its main office and stand alone operations center in Martins Ferry, Ohio; and 19 branches in Belmont, Harrison, Jefferson, Tuscarawas, Carroll, Athens, Hocking, and Fairfield counties, as well as in the surrounding localities. The company was founded in 1974 and is headquartered in Martins Ferry, Ohio.
Hot Dividend Companies To Invest In 2014: Nucor Corporation(NUE)
Nucor Corporation, together with its subsidiaries, engages in the manufacture and sale of steel and steel products in North America and internationally. It operates through three segments: Steel Mills, Steel Products, and Raw Materials. The Steel Mills segment produces hot and cold-rolled sheet steel; plate steel; structural steel comprising wide-flange beams, beam blanks, and sheet piling; and bar steel, such as blooms, billets, concrete reinforcing bar, merchant bar, and special bar quality products. The Steel Products segment offers steel joists and joist girders, steel deck, fabricated concrete reinforcing steel, cold finished steel, steel fasteners, metal building systems, light gauge steel framing, steel grating and expanded metal, and wire and wire mesh products. The Raw Materials segment produces direct reduced iron (DRI); brokers ferrous and nonferrous metals, pig iron, hot briquetted iron, and DRI; supplies ferro-alloys; and processes ferrous and nonferrous scrap metal products. The company?s operations also include various international trading companies that buy and sell steel and steel products. It sells its hot-rolled steel and cold-rolled steel to steel service centers, fabricators, and manufacturers; steel joists and joist girders, and steel deck to general contractors and fabricators; and cold finished steel and steel fasteners to distributors and manufacturers. The company?s products are used by contractors in constructing highways, bridges, reservoirs, utilities, hospitals, schools, airports, stadiums, and high-rise buildings. Nucor Corporation was founded in 1940 and is based in Charlotte, North Carolina.Advisors' Opinion:
- [By Lu Wang]
The best year for American auto sales since 2007 is boosting profits at Charlotte, North Carolina-based Nucor Corp. (NUE), the largest U.S. steelmaker by market value. The price of hot-rolled steel coil in the U.S. Midwest, a benchmark product, climbed 1.6 percent to average $645 a short ton last quarter, from $635 in the same period last year.
Hot Dividend Companies To Invest In 2014: Sempra Energy(SRE)
Sempra Energy, together with its subsidiaries, develops new energy infrastructure, operates utilities, and provides energy-related products and services worldwide. It operates in six segments: SDG&E, SoCalGas, Sempra Generation, Sempra Pipelines & Storage, Sempra LNG (liquefied natural gas), and Sempra Commodities. The SDG&E segment has electric and natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of electricity and natural gas to residential, commercial, industrial, street and highway lighting, and direct access customers. The SoCalGas segment has natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of natural gas to electric generation, wholesale, large commercial, industrial, and enhanced oil recovery customers. The Sempra Generation segment involves in the generation and wholesale distribution of electricity through a fleet of natural gas-fired power generati on facilities in Arizona, Nevada, and Indiana, as well as Mexico with a total capacity of 2,513 megawatts. The Sempra Pipelines & Storage segment operates 1,883 miles of distribution pipelines, 224 miles of transmission pipelines, and 3 compressor stations in Mexico; operates Mobile Gas, a natural gas distribution utility located in Mobile and Baldwin counties in Alabama; and operates natural gas storage facilities in Washington County of Alabama and Simpson County of Mississippi. The Sempra LNG segment involves in the receipt, storage, and vaporization of LNG, as well as the purchase and sale of natural gas. It operates Energia Costa Azul LNG receipt terminal in Baja California, Mexico, as well as Cameron LNG receipt terminal in Hackberry, Louisiana. The Sempra Commodities segment engages in the commodities-marketing business. Sempra Energy has operations in the United States, Canada, Mexico, Argentina, Chile, and Peru. The company was founded in 1998 and is headquartered i n San Diego, California.Advisors' Opinion:
- [By Justin Loiseau]
Entergy (NYSE: ETR ) announced today that its Gulf States Louisiana business has successfully won a contract with Sempra Energy (NYSE: SRE ) to power its proposed LNG export facility.
- [By Justin Loiseau]
According to the press release, Southern's newest solar farm will be built, operated, and maintained by First Solar. Generated electricity is slotted for Sempra Energy's (NYSE: SRE ) San Diego Gas & Electric Company through a 20-year power purchase agreement.
Hot Dividend Companies To Invest In 2014: Kohlberg Capital Corporation(KCAP)
Kohlberg Capital Corporation is a private equity and venture capital firm specializing in buyouts and mezzanine investments. It focuses on mature and middle market companies. The firm structures its investments through senior debt, second lien debt, secured and unsecured subordinated debt, mezzanine debt, and equity. It invests in all sectors except cyclical industries. The firm invests equity in both minority and control transactions alongside other equity investors. It invests through its own balance sheet. Kohlberg Capital Corporation is based in the New York, New York.