There are those glorious days in life, when you walk into the supermarket to buy cereal, and at the checkout, the guy ringing you up says, "You know these are buy one, get two free?" Really? How is that possible? you think. Well, I guess I'd be a fool not to take advantage. Then you wander home, smiling at your good fortune.
Microsoft (NASDAQ: MSFT ) feels like that right now.
After a disappointing earnings release, including an acknowledgment of weakness in Surface sales, the company's stock tanked, falling 12% over the next day. The company is now trading at a P/E of just 12, even though revenue, operating income, and earnings per share all increased over the previous year. If now isn't the time to buy Microsoft, I'm not sure there will ever be a time.
The state business
No one needs to kid himself into thinking that things are as they've always been. PC sales are dropping like greased watermelons, and the companies that support PCs are generally doing poorly. Intel (NASDAQ: INTC ) is forecasting 2013 sales to be level with the previous year, and second-quarter income fell almost 30%, the company announced last week. The chipmaker isn't the only one suffering, as computer manufacturers and software companies have floundered as well.
Top 5 European Companies To Buy For 2015: Citi Trends Inc (CTRN)
Citi Trends, Inc., incorporate on March 3, 1999, is a retailer of urban fashion apparel and accessories for the entire family. The Company offers branded apparel from national brands, as well as private label apparel, accessories and a limited assortment of home decor items. As of February 2, 2013, the Company operated 513 stores in both urban and rural markets in 29 states. The Company�� stores average approximately 10,700 square feet of selling space and are located in neighborhood shopping centers. The Company also offers products under its brands, such as Diva Blue, Red Ape, Vintage Harlem and Lil Ms Hollywood. The Company�� store offers a variety of products for men and women, as well as children. During the fiscal years ended February 2, 2013 (fiscal 2012), the Company opened four new stores.
The Company's merchandise includes apparel, accessories and home decor. Within apparel, the Company offers fashion sportswear for men, women and children, including offerings for newborns, infants, toddlers, boys and girls. Accessories include handbags, jewelry, footwear, belts, intimate apparel and sleepwear. All merchandise sold in the Company's stores is shipped directly from its distribution centers in Darlington, South Carolina and Roland, Oklahoma.
The Company competes with TJX Companies, Inc., Ross Stores, Inc., The Cato Corporation, Burlington Coat Factory Warehouse Corp., Rainbow, Dots, It's Fashion!, Simply Fashions, Wal-Mart and Target, Kmart.
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 Citi Trends (Nasdaq: CTRN ) , whose recent revenue and earnings are plotted below.
Best Supermarket Stocks To Watch Right Now: Compass Minerals Intl Inc(CMP)
Compass Minerals International, Inc., through its subsidiaries, produces and markets inorganic mineral products primarily in North America and the United Kingdom. The company operates in two segments, Salt and Specialty Fertilizer. The Salt segment produces salt and magnesium chloride for use in road deicing and dust control, food processing, water softeners, pool salt, and agricultural and industrial applications. This segment also purchases potassium chloride and sells as a finished product. The Specialty Fertilizer segment produces and markets sulphate of potash crop nutrients and industrial grade sulfate of potash for use in the production of specialty fertilizers for vegetables, fruits, potatoes, nuts, tobacco, and turf grass. The company also produces and markets consumer deicing and water conditioning products, ingredients used in consumer and commercial food preparation, and other mineral-based products for consumer, agricultural, and industrial applications. In ad dition, Compass Minerals provides records management services to businesses located in the U.K. The company operates rock salt mines in Goderich, Ontario, Canada; and Winsford, Chesire, the United Kingdom. It primarily serves producers of intermediate chemical products used in the production of vinyls and other chemicals, and pulp and paper, as well as water treatment and other industrial uses. The company markets its products through direct sales personnel, contract personnel, and a network of brokers or manufacturers? representatives. Compass Minerals International, Inc., formerly known as Salt Holdings Corporation, was founded in 1993 and is headquartered in Overland Park, Kansas.
Advisors' Opinion:- [By Brendan Mathews]
Compass Minerals (NYSE: CMP ) is a sleepy producer of a boring product: rock salt. But it has a strong competitive advantage. It owns the world's largest rock salt mine, which luckily is conveniently located near the major deicing markets of the Great Lakes region. This combination of a great mining resource and ideal location provide the company with a wide, crocodile-filled competitive moat.
Best Supermarket Stocks To Watch Right Now: Global X China Materials ETF (CHIM)
Global X China Materials ETF (the Fund) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S-BOX China Materials Index (the Underlying Index). The Underlying Index is a free float adjusted, liquidity tested and market capitalization-weighted index that is designed to measure performance of the investable universe of companies in the Materials sector of the Chinese economy, as defined by Structured Solutions AG. Global X Management Company, LLC serves as the investment adviser to the Fund. Advisors' Opinion:- [By pamatlarge]
Investors looking to short a particular sector can choose from several Global X long ETFs. The Global X China Consumer ETF (CHIQ) concentrates its investments in consumer cyclical goods and consumer defense goods. The Global X China Energy ETF (CHIE) primarily holds stocks in coal, oil and utility companies. The Global X China Financials ETF (CHIX) only invests in financial services companies and real estate companies. The Global X China Industrials ETF (CHII) holds stocks in industrial companies and basic materials companies. The Global X China Materials ETF (CHIM) invests in basic materials stocks. The Global X China Technology ETF (CHIB) holds technology stocks as the core of its investments. All of these ETFs are particularly sensitive to sector downturns and general economic contractions.
Best Supermarket Stocks To Watch Right Now: Emmis Communications Corporation (EMMS)
Emmis Communications Corporation, a diversified media company, engages in radio broadcasting and magazine publishing operations primarily in the United States. It also owns and operates national radio networks in Slovakia and Bulgaria. The company publishes various city and regional magazines, which include Texas Monthly, Los Angeles, Atlanta, Indianapolis Monthly, Cincinnati, Orange Coast, Country Sampler, and related magazines. In addition, it is involved in various businesses, such as Website design and development, digital sales consulting, and operating a news information radio network in Indiana. Further, the company leases its studio and office space. As of April 26, 2012, it owned 18 FM and 2 AM radio stations in New York, Los Angeles, St. Louis, Austin, Indianapolis, and Terre Haute. Emmis Communications Corporation was founded in 1981 and is based in Indianapolis, Indiana.
Advisors' Opinion:- [By Monica Gerson]
Emmis Communications (NASDAQ: EMMS) is expected to report its Q2 earnings.
AngioDynamics (NASDAQ: ANGO) is projected to post its Q1 earnings at $0.03 per share on revenue of $82.54 million.
- [By Laura Brodbeck]
Thursday
Earnings Expected From: Lindsay Corporation (NYSE: LNN), Emmis Communications Corporation (NASDAQ: EMMS), API Technologies Corp. (NASDAQ: ATNY) Economic Releases Expected: Australian unemployment rate, Japanese consumer confidence, French industrial output, Italian industrial output, Bank of England interest rate decision, US initial and continuing jobless claimsFriday
Best Supermarket Stocks To Watch Right Now: Kilroy Realty Corp (KRC)
Kilroy Realty Corporation, incorporated on September 13, 1996, is a self-administered real estate investment trust (REIT). The Company focuses on office and industrial submarkets along the West Coast. The Company owns, develops, acquires and manages real estate assets, consisting primarily of Class A real estate properties in the coastal regions of Los Angeles, Orange County, San Diego County, the San Francisco Bay Area and greater Seattle. As of December 31, 2011, the Company�� portfolio consisted of 104 office buildings (the Office Properties) and 39 industrial buildings (the Industrial Properties). The Company owns its interests in all of its Office Properties and Industrial Properties through the Kilroy Realty, L.P. (the Operating Partnership) and Kilroy Realty Finance Partnership, L.P. (the Finance Partnership). In March 2012, the Company purchased Menlo Corporate Center in Menlo Park, California. In June 2012, the Company purchased two office properties in the Lake Union submarket of Seattle. In January 2013, the Company purchsed Westlake Terry, a two building 320,399 square-foot office property. In September 2013, the Company announced it has completed the purchase of a 13.8 acre Class A office campus in the coastal Del Mar sub-market of San Diego. Effective September 19, 2013, Kilroy Realty Corp acquired The Heights, a owner and operator of an office campus. In January 2014, Kilroy Realty Corp completed the disposition of 13 San Diego office properties in two tranches. In January 2014, Kilroy Realty Corp acquired from The Academy of Motion Pictures Arts and Sciences an approximate four-acre parcel near the intersection of Sunset Boulevard and Vine Street in Hollywood.
On January 28, 2011, the Company acquired one building in 250 Brannan Street, San Francisco, CA. On April 21, 2011, the Company acquired four buildings in 10210, 10220 and 10230 NE Points Drive; 3933 Lake Washington Boulevard NE, Kirkland, WA. On May 12, 2011, the Company acquired one building in 10770 Water! idge Circle, San Diego, CA. On June 3, 2011, the Company acquired one building in 601 108th Avenue N.E., Bellevue, WA. On June 9, 2011, the Company acquired one building in 4040 Civic Center Drive, San Rafael, CA. On September 15, 2011, the Company acquired one building in 201 Third Street, San Francisco, CA. On November 15, 2011, the Company acquired one building in 301 Brannan Street, San Francisco, CA. On December 15, 2011, the Company acquired one building in 370 Third Street, San Francisco, CA. In December 2011, it commenced redevelopment at one of its acquired properties in San Francisco. On January 30, 2012, the Company sold 15004 Innovation Drive, San Diego, CA and 10243 Genetic Center Drive, San Diego, CA. In September 2011, the Company disposed of its interest in 10350 Barnes Canyon and 10120 Pacific Heights Drive, San Diego, CA. In December 2011, the Company disposed of interest in 2031 E. Mariposa Avenue, Los Angeles, CA.
The Company conducts substantially all of its operations through the Operating Partnership of which as of December 31, 2011, it owned a 97.2% general partnership interest. Kilroy Realty Finance, Inc., a wholly owned subsidiary of the Company, is the sole general partner of the Finance Partnership. The Company conducts substantially all of its development activities through Kilroy Services, LLC (KSLLC), which is a wholly owned subsidiary of the Operating Partnership. Its wholly owned subsidiaries include Kilroy Realty TRS, Inc., Kilroy Realty Management, L.P., Kilroy RB, LLC, Kilroy RB II, LLC, Kilroy Realty Northside Drive, LLC and Kilroy Realty 303, LLC. As of December 31, 2011, the Company�� tenants included Intuit, Inc., Bridgepoint Education, Inc., Delta Dental of California, AMN Healthcare, Inc., Hewlett-Packard Company, Fish & Richardson P.C., Scripps Health and Epson America, Inc.
Advisors' Opinion:- [By Ken McGaha]
The four REITS I reviewed are Kilroy Realty Corp. (KRC), Kimco Realty Corp. (KIM), Eastgroup Properties (EGP) and Federal Realty Investment Trust (FRT).
- [By Rich Duprey]
Real estate investment trust�Kilroy Realty� (NYSE: KRC ) �announced yesterday�its second-quarter dividend of $0.35 per share, the same rate it's paid since 2009.
Best Supermarket Stocks To Watch Right Now: RAIT Financial Trust(RAS)
RAIT Financial Trust operates as a self-managed and self-advised real estate investment trust (REIT). The company, through its subsidiaries, invests in, manages, and services real estate-related assets with a focus on commercial real estate. It also offers a set of debt financing options to the commercial real estate industry along with fixed income trading and advisory services. In addition, RAIT Financial Trust owns and manages a portfolio of commercial real estate properties, and manages real estate-related assets for third parties. The company qualifies as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal income tax to the extent that it distributes at least 90% of its taxable income to its shareholders. RAIT Investment Trust was founded in 1997 and is based in Philadelphia, Pennsylvania.
Advisors' Opinion:- [By Thomas Sobon]
Instead of expressing my thoughts in vague generalities, let me be specific and tell you what I am actually doing on a real time basis to cope with the market dynamics occurring right now: I have a core position in one stock, which is the RAIT Financial Trust (RAS). Its size is about 60% of what I would consider to be a "full" position. I also have a lot of cash that I intend to use for trading purposes. Last Friday I sold shares of RAS at $7.55 which I bought on Monday with a low-ball bid of $7.11, so my gain on the trade was 6.2%. In early trading yesterday (Monday July 1) RAS is priced at $7.67, up from where I sold on Friday. That's great news because I accomplished what I wanted to do with the trade and now paper profit on the core shares in my portfolio is increasing.
- [By Marc Bastow]
Commercial real estate holding real estate investment trust (REIT) RAIT Financial (RAS) raised its quarterly dividend 7% to 16 cents per share, payable on Jan. 31 to share holders of record as of Jan. 7.
RAS Dividend Yield: 7.48% - [By Marc Bastow]
Commercial real-estate loan originator and real estate investment trust RAIT Financial Trust (RAS) raised its quarterly dividend 6% to 17 cents per share, payable April 30 to shareholders of record as of April 4. At more than an 8% yield, RAS stock has the highest yield on this week’s list of dividend stocks.
RAS Dividend Yield: 8.14%. - [By Eric Volkman]
RAIT Financial Trust (NYSE: RAS ) investors will be getting slightly more than they did last quarter, as a reward for putting their faith in the company (NYSE: RAS ) . The real estate investment trust has declared a common stock dividend of $0.13 per share, to be handed out on July 31 to shareholders of record as of July 12.�That amount is $0.01, or 8%, higher than RAIT's previous distribution of $0.12, which was paid in April. Prior to that, the firm dispensed $0.10 per share.
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