By now, you should be well aware that Intel (NASDAQ: INTC ) has arrived late to the mobile computing party. In an effort to justify its tardiness, Intel has hinted that it still benefits from the rise of smartphone and tablet computing. Intel believes that 122 tablets or 600 smartphones creates enough Web traffic to occupy one server. In other words, Intel's server sales should theoretically be correlated to smartphone and tablet sales, which remain heavily reliant on cloud computing.
Breaking it down
During the fourth quarter of 2012, worldwide smartphone shipments increased by 67 million devices year over year, and tablet sales increased by and 22.6 million units. Based on Intel's estimations and its roughly 90% share in the server market, it would imply that an additional 267,000 servers would have shipped during the quarter. However, during the fourth quarter, Intel's server unit volume actually declined by 1% year over year, suggesting that either Intel grossly overestimated the impact of mobile computing devices on its server business, the data center is evolving away from the monolith, or perhaps none of the above.
Top 10 US Companies To Watch For 2014: Lorillard Inc(LO)
Lorillard, Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes in the United States. The company offers 43 different product offerings under the Newport, Kent, True, Maverick, and Old Gold brand names. Lorillard, Inc. sells its products primarily to wholesale distributors, who in turn service retail outlets, chain store organizations, and government agencies, including the United States? Armed Forces. The company was founded in 1760 and is headquartered in Greensboro, North Carolina.
Advisors' Opinion:- [By Glenn]
Lorillard (LO), through its subsidiaries, engages in the manufacture and sale of cigarettes in the United States. The company has paid a rising dividend since becoming a separately traded company in 2008. It yields 5.40% and has a high dividend payout ratio as well.
Top 10 US Companies To Watch For 2014: News Corporation(NWSA)
News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment produces and licenses news, business news, sports, general entertainment, and movie programming for distribution through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. The company?s Filmed Entertainment segment produces and acquires live-action and animated motion pictures for distribution and licensing in entertainment media, as well as produces and licenses television programming worldwide. Its Television segment operates 27 broadcast television stations in the United States. The company?s Direct Broadcast Satellite Television segment distributes programming services via satellite and broadband directly to subscribers in Italy. Its Publishing segment provides newspapers and information services, such as publishing national newspapers in the United Kingdom, approximately 146 newspapers in Australia, and a metropolitan and a national newspaper in the United States; book publishing services, including the publishing of English language books worldwide; and integrated marketing services comprising the publishing of free-standing inserts, which are marketing booklets containing coupons, rebates, and other consumer offers, as well as provides in-store marketing products and services, primarily to consumer packaged goods manufacturers in the United States and Canada. The company also sells advertising, sponsorships, and subscription services on the company?s various digital media properties and outdoor advertising space on various media primarily in Russia and eastern Europe; and provides data systems and professional services that enable teachers to use data to assess student progress and deliver individualized instructions. News Corporation was founded in 1922 and is headquartered in New York, New York.
Advisors' Opinion:- [By Jonas Elmerraji]
Nearest Support: $32
Catalyst: Earnings Beat/SpinoffMedia conglomerate News Corp. (NWSA) is up more than 4% this afternoon following an earnings beat for its third quarter of fiscal 2013 and plans to spin off the firm's publishing arm. News Corp.'s TV unit fared well in the third quarter, buoyed by especially strong performance at cable network Fox News, and shares gapped up before this morning's open as a result. That pushed the $77 billion stock to new 52-week highs.
Making new highs is significant from an investor psychology standpoint because it means that everyone who has bought shares in the last year is sitting on gains. As a result, the "back to even" mentality is less of a concern than it would be for a name with a higher proportion of shareholders sitting on losses. Traders who aren't too risk-averse may want to consider buying NWSA here.
- [By ChemTrade]
News Corp. (NASDAQ:NWSA): On 3/31/11 Viking Global Investors reported holding 20,075,700 shares with a market value of $352,930,804. This comprised 3.05% of the total portfolio. On 6/30/11, Viking Global Investors held 27,358,266 shares with a market value of $484,241,329. This comprised 4.06% of the total portfolio. The net change in shares for this position over the two quarters is 7,282,566. About the company: News Corporation is a diversified global media company.? The Company’s operations include the production and distribution of motion pictures and television programming.? The Company provides television, direct satellite, and cable broadcasting and the publication of newspapers, magazines, books and promotional inserts.
Best Defensive Stocks For 2014: Dollar General Corporation(DG)
Dollar General Corporation operates as a discount retailer of general merchandise in the southern, southwestern, midwestern, and eastern United States. The company offers consumables, including paper towels, bath tissue, paper dinnerware, trash and storage bags, laundry, and other home cleaning supplies; packaged food and perishables; beverages and snacks, such as candies, cookies, crackers, salty snacks, and carbonated beverages; over-the-counter medicines and personal care products; and pet supplies and pet food products. It also provides seasonal products consisting of decorations, toys, batteries, small electronics, greeting cards, stationery, prepaid cell phones and accessories, gardening supplies, hardware, and automotive and home office supplies; home products comprising kitchen supplies, cookware, small appliances, light bulbs, storage containers, frames, candles, craft supplies, and bed and bath soft goods; and apparel products, such as casual everyday apparel for infants, toddlers, girls, boys, women and men, as well as offers socks, underwear, disposable diapers, shoes, and accessories. In addition, the company holds a license to Bobbie Brooks clothing, as well as the Fisher Price brand for various items of children's clothing. As of May 25, 2011, it operates approximately 9,500 stores in 35 states. The company was formerly known as J.L. Turner & Son, Inc. and changed its name to Dollar General Corporation in 1968. Dollar General Corporation was founded in 1939 and is based in Goodlettsville, Tennessee.
Advisors' Opinion:- [By Jim Lowell]
Dollar General seems like a great buy in 2012. The company combines both value and growth with a solid balance sheet and very low beta. The company has a $52 price target. What we like most about DG is that compared with most other discount retailers, DG has done a lot of work redesigning stores to best work with what its customers need for quick shopping. It has an advantage over others with small stores in prime community locations that work well for stop'n'go shopping that seems very popular right now. We believe it continues to grow at a nice rate of 8% in sales this year and offers better value than other dollar stores.
Allocation: $2000
Entry: 41.42
Target: $46, $52
- [By Stockpickr]
Dollar General (DG), which is set to release numbers on Tuesday before the market open. This company operates as a discount retailer of general merchandise in the southern, southwestern, midwestern, and eastern U.S. Wall Street analysts, on average, expect Dollar General to report revenues of $3.54 billion on earnings of 48 cents per share.
A company like Dollar General that offers discounted good should be thriving and succeeding easily in this current economic environment of slow growth and anemic job growth. This company missed Wall Street estimates last quarter after beating estimates during the prior two quarters. Net income has been trending up for the past three quarters and revenues have trended higher for the past four quarters.
If this company sees a move back into a recession for the U.S., then expect them to guide higher and for the stock to surge post-earnings as the shorts cover their bets. The current short interest as a percentage of the float for Dollar General is a notable 7.7%. That means that out of the 99.06 million shares in the tradable float, 7.66 million are sold short by the bears.
From a technical standpoint, this stock is currently trading above both its 50-day and 200-day moving averages, which is bullish. The stock has also just today started to break out above some near-term overhead resistance at around $33.30 a share.
One way to play this stock is to buy some out-of-the-money call options ahead of the quarter if you think this company is going to guide higher and attract some buyers. Since the stock is trending strong and not far off its 52-week high of $35.09, an options bet could pay off here. By playing the call options you risk will be defined to whatever you decide to put into the trade.
Another less risky way to play this is to simply wait until after they report and only buy the stock if it breaks out on solid volume. I would be a buyer once it trades above $35.09 on volume tracking close to or greater than its three-month aver! age volume of 1.7 million. Keep in mind that $34 to $35 a share on this stock has marked tough resistance all year, so a breakout above those levels would be significant for the bulls.
I would only short this name if you see it drop below its 50-day moving average of $32.71 a share following their earnings report. I would add to any shorts if it then takes out its 200-day moving average of $31.30 a share, and target $29 or lower if the bears knock this lower post-earnings.
- [By Roberto Pedone]
Discount retailer Dollar General(DG) offers a selection of merchandise, including consumables, seasonal, home products and apparel. This stock is trading up 2.3% at $40.39 in recent trading
Today's Volume: 2.8 million shares
Average Volume: 2.4 million shares
Volume % Change: 294%
From a technical standpoint, DG has started to bounce hard today right off its 50-day moving average of $39.23 on strong volume. Any time a stock bounces big off its 50-day with volume it should be considered bullish. Market players should how watch this stock for a breakout trade if it can manage to clear some overhead resistance levels.
Traders should look for a sustained high-volume move and close above $41.25. If that breakout hits, then DG will be trading in all-time high territory, which is very bullish for any stock.
Dollar General, which shows up on a list of 6 Holiday Retail Stocks to Watch, is one of Warren Buffett's holdings -- Berkshire Hathaway increased its position in the stock by 200% in the most recently reported quarter -- and also shows up in Steven Cohen's SAC Capital's portfolio.
- [By Guru Focus]
EVP & CFO of Dollar General (DG) David M Tehle sold 45,981 shares on 09/14/2011 at an average price of $33.71. Dollar General Corporation is a discount retailer in the United States. Dollar General has a market cap of $13 billion; its shares were traded at around $38.07 with a P/E ratio of 18.8 and P/S ratio of 0.9.
For its second quarter 2011 results, Dollar General reported total sales increase of 11.2%. The company also reported adjusted net income of $181 million – a 25% increase from last year.
Chairman & CEO Richard W Dreiling sold 170,000 shares of DG stock on 09/14/2011 at the average price of 33.71. EVP & CFO David M Tehle sold 45,981 shares of DG stock on 09/14/2011 at the average price of 33.71. David M Tehle owns at least 9,140 shares after this. The price of the stock has increased by 12.93% since. 10% Owner Sachs Group Inc Goldman, Director Adrian M Jones, and Fund Holdings L.p. Kkr all sold shares of DG stock during the past week.
Top 10 US Companies To Watch For 2014: Astaldi Spa(AST.MI)
Astaldi S.p.A., together with its subsidiaries, engages in the design, construction, and management of public infrastructure and civil engineering works in Italy and internationally. It offers transport infrastructure services, including roads, motorways, railways, undergrounds, ports, and airports; and water and renewable energy works, such as dams, hydroelectric plants, waterworks, oil pipelines, gas pipelines, and treatment plants. The company is also involved in the civil and industrial construction projects, such as hospitals, car parks, and transport infrastructure. Astaldi S.p.A. is headquartered in Rome, Italy.
Top 10 US Companies To Watch For 2014: Sara Lee Corporation(SLE)
Sara Lee Corporation engages in the manufacture and marketing of a range of branded packaged meat, bakery, and beverage products worldwide. Its packaged meat products include hot dogs and corn dogs, breakfast sausages, sandwiches and bowls, smoked and dinner sausages, premium deli and luncheon meats, bacon, beef, turkey, and cooked ham. It also offers frozen baked products, which comprise frozen pies, cakes, cheesecakes, pastries, and other desserts. In addition, Sara Lee provides roast, ground, and liquid coffee; cappuccinos; lattes; and hot and iced teas, as well as refrigerated dough products. The company sells its products under Hillshire Farm, Ball Park, Jimmy Dean, Sara Lee, State Fair, Douwe Egberts, Senseo, Maison du Caf Advisors' Opinion:
- [By Carlson]
Director of Sara Lee Corp., James S Crown, bought 37,500 shares on 9/12/2011 at an average price of $17.5. Sara Lee Corporation is a global manufacturer and marketer of high-quality, brand-name products for consumers throughout the world. Sara Lee Corp. has a market cap of $10.24 billion; its shares were traded at around $17.5 with a P/E ratio of 19.9 and P/S ratio of 1.2. The dividend yield of Sara Lee Corp. stocks is 2.7%.
On August 11, Sara Lee Corp. reported earnings for the fourth quarter 2011. The fourth quarter included an 8% increase in adjusted net sales from continuing operations to $2.3 billion; 9% reported net sales increase, 40% increase in adjusted operating income to $189 million; and reported operating income increase of 19%.
Last week, Director James S Crown bought 37,500 shares of SLE stock. Executive Chairman Jan Bennink bought 58,400 shares in August.
Top 10 US Companies To Watch For 2014: PetSmart Inc(PETM)
PetSmart, Inc., together with its subsidiaries, operates as a specialty retailer of products, services, and solutions for pets in the United States, Puerto Rico, and Canada. The company offers consumables, such as pet food, treats, and litter; and hardgoods, which include pet supplies and other goods comprising collars, leashes, health care supplies, grooming and beauty aids, toys, apparel, and pet beds and carriers, as well as aquariums and habitats, accessories, d�or, and filters for fish, birds, reptiles, and small pets. It also provides fresh-water fish, small birds, reptiles, and small pets; and pet services, such as grooming, including precision cuts, baths, nail trimming and grinding, and teeth brushing, as well as training, boarding, and day camp services. In addition, the company operates PetsHotels that offer boarding for dogs and cats; provides personalized pet care, an on-call veterinarian, temperature controlled rooms and suites, daily specialty treats and p lay time, and day camp services for dogs; and operates veterinary hospitals, which offer services comprising routine examinations and vaccinations, dental care, a pharmacy, and surgical procedures. As of January 29, 2012, it operated 1,232 retail stores; 192 PetsHotels; 791 veterinary hospitals under the trade name of Banfield, The Pet Hospital; and 8 hospitals operated through other third parties in Canada. The company also offers its products through an e-commerce and community site, PetSmart.com. PetSmart, Inc. was founded in 1986 and is based in Phoenix, Arizona.
Top 10 US Companies To Watch For 2014: Pfb Corp Com Npv (PFB.TO)
PFB Corporation, through its subsidiaries, engages in the manufacture and marketing of insulating building products based on expanded polystyrene (EPS) technology primarily for the residential and commercial construction projects in North America. The company markets its products primarily under the brand names of Plasti-Fab EPS product solutions; Insulspan structural insulating panel systems (SIPS); Advantage ICF systems; Riverbend Timber Framing; and Precision Craft log and timber homes. Its Plasti-Fab EPS product solutions comprise rigid foam for insulating roofs, floors and walls; floatation and buoyancy products; geotechnical engineered applications; packaging and display; and building systems. The company�s Insulspan structural insulating panel system products are used in various residential and commercial building envelope applications, including roofs, walls, and floors; and Insulspan structural insulating panel blanks are used as raw materials in the products of original equipment manufacturers. Its Advantage ICF system is a one-piece, stay-in-place, and insulating concrete form made of EPS insulation for use in residential construction market, as well as in commercial applications, such as hotels, warehouses, restaurants, and office buildings; Riverbend Timber Framing provides timber frame structures for public and commercial projects, such as pavilions, churches, lodges, and restaurants; and PrecisionCraft log and timber frame homes that include handcrafted logs, timber frames, hybrid log and timber, post and beam, and milled logs. PFB Corporation sells its products through sales representatives, independent sales agents, and registered dealers and distributors to industrial, commercial, and residential customers; and to the retail market. The company was founded in 1968 and is headquartered in Calgary, Canada.
Top 10 US Companies To Watch For 2014: Questor Technology Inc. (QST.V)
Questor Technology Inc., an environmental oilfield services company, focuses on clean air technologies in Canada, the United States, Europe, and Asia. It engages in the design, manufacture, sale, and rental of waste gas incinerators that destroy noxious or toxic hydrocarbon gases, as well as in the provision of combustion related oilfield services. The company�s products are used in various applications, including acid gas elimination amine reboiler, well testing, oilfield production tank battery waste gas, under-balanced gas drilling, refineries, pipeline pumping stations, heavy oil plants, compressor stations, stock or water tank sour vapor emissions, and glycol dehydrator emissions. Questor Technology Inc. primarily serves oil and gas industry, as well as other industries, such as agriculture, landfills, and water and sewage treatment. The company was formerly known as Interglobe Gas Technology Inc. and changed its name to Questor Technology Inc. in September 1995. Que stor Technology Inc. was founded in 1994 and is headquartered in Calgary, Canada.
Top 10 US Companies To Watch For 2014: Biomedical Technology Solutions Holdings Inc. (BMTL.OB)
Biomedical Technology Solutions Holdings, Inc., an environmental technology company, markets and sells infectious waste treatment systems primarily in the United States. It provides the Demolizero II System, a tabletop device that converts infectious biomedical waste into non-biohazardous material. The company offers consumable sharps and red bag waste collectors, and replacement filter cartridges, as well as supplies, such as labels and wall mounting brackets. In addition, it develops a portable product for home care providers and individuals who require safe and convenient disposal of their personal biomedical waste. The company offers its products for various markets and applications, such as patient care markets, including medical offices, dental offices, urgent care centers, nursing homes, and assisted living facilities; and veterinary care market, which include veterinary hospitals, emergency veterinary care, livestock medicine, equine medicine, zoos, and sanctuaries . It also provides its products for school health clinics, public health facilities, first aid stations, home health care, pharmacies, and military, as well as for airports, cruise ships, train stations, and sports and entertainment arenas. The company was founded in 2005 and is headquartered in Englewood, Colorado.
Top 10 US Companies To Watch For 2014: Wee Hur Holdings Ltd. (E3B.SI)
Wee Hur Holdings Ltd., an investment holding company, engages in the construction and property development businesses in Singapore. The company offers various construction services, including new construction, additions and alterations of existing buildings, refurbishment and upgrading of existing buildings, and restoration and conservation of heritage buildings to customers. Its projects comprise residential projects, such as condominiums, apartment buildings, landed housing, and public housing; commercial projects, which include office buildings, hotels and shopping complexes; institutional projects comprising schools, tertiary institutions, community clubs, and hospitals; industrial projects consisting of factories and warehouses; religious buildings that include churches and temples; and heritage and conservation buildings. The company is also involved in the property investment and property development activities, such as property related investments, the holding of i nvestments in property related assets, and trading in and the development of property. In addition, it engages in the construction and sale of residential and commercial properties. The company was founded in 1980 and is based in Singapore.
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