Everyone is familiar with�the Tupperware brand from�consumer products stock Tupperware Brands Corporation (NYSE: TUP) and you are probably familiar with the brands�of mid cap stock Jarden Corp (NYSE: JAH) along with small cap stocks Libbey Inc (NYSEMKT: LBY) and Lifetime Brands Inc (NASDAQ: LCUT); but what about the stocks themselves? Chances are, their brands or products are right under your nose at home and you probably don�� know anything about the mid cap or small cap stock behind them.
What You Need to Know About JAH, LBY & LCUTHere is what investors should know about these three overlooked consumer stocks:
Jarden Corp. With a diverse portfolio of innovative products, over 120 iconic market-leading brands and a global presence, mid cap Jarden Corp operates in three primary business segments: Branded Consumables, Consumer Solutions and Outdoor Solutions. Jarden Corp�� brands include�many�that are�over 100 years old including Coleman庐, Rawlings庐, Ball庐, Bicycle庐, Diamond庐, Worth庐, Pflueger庐, and Madshus庐, as well as other recognized brands such as Mr. Coffee庐, First Alert庐, Oster庐, Sunbeam庐 and�Shakespeare庐. Just yesterday, Jarden Corp announced the acquisition of privately held Yankee Candle Co Inc, the largest scented candle company in the United States,�for $1.75 billion after private equity owner Madison Dearborn Partners LLC failed to sell it for a higher price earlier this year (they wanted $2 billion for it). Analysts say the deal will boost Jarden Corp�� branded consumables division while investors gave the deal a vote of confidence as share rose more than 10%. Otherwise and back in July, Jarden Corp�� reported a�5% revenue rise�to $1.76 billion�and a net income fall of 8% to $76.4 million due to one time charges. On Tuesday, Jarden Corp rose 10.43% to $47.43 (JAH has a 52 week trading range of $31.94 to $49.28 a share) for a market cap of $5.34 billion plus the stock is up 41.3% since the start of the year, up 47.2% over the past year and up 177.2% over the past five years.5 Best European Stocks To Invest In 2015: Mattress Firm Holding Corp (MFRM)
Mattress Firm Holding Corp. (Mattress Firm), incorporated on January 5, 2007, is a specialty retailer of mattresses and related products and accessories in the United States. The Company conducts its operations through its indirect, wholly owned subsidiary, Mattress Holding Corp. and its subsidiaries. As of August 2, 2011, the Company and its franchisees operated 620 and 107 stores, respectively, primarily under the Mattress Firm name, in 60 markets across 25 states. The Company focuses on the national brands, but also offers its customers its Hampton and Rhodes private label mattresses. The Company has introduced its YuMe brand. On October 15, 2010, the Company acquired Peak Management, LLC. On December 1, 2010, the Company acquired Maggie's Enterprises, Inc. In May 2012, Mattress Firm announced the completion of its acquisition of regional bedding company, Mattress Giant Holding Corp. Effective September 9, 2013, Mattress Firm Holding Corp, a unit of JW Childs Associates LP, acquired Olejo Inc, a provider of ecommerce retail services.
The Company�� stores carry national mattress brands, with a range of styles, sizes, price points and features. The Company provides its customers with their choice of traditional mattresses, including Sealy and Simmons, as well as specialty mattresses, such as Tempur-Pedic. In addition to its mattress selection, the Company offers a range of bedding-related products and accessories.
Conventional Mattresses
Conventional mattresses, such as those of Sealy (including Sealy Posturepedic and Stearns and Foster) and Simmons (including Simmons Beautyrest), utilize steel-coil innersprings. During the fiscal year ended February 1, 2011, the conventional mattresses represented approximately 75% of bedding industry sales in the United States and approximately 60% of the Company�� total sales. In addition to these national brands, the Company also offers its Hampton and Rhodes private label mattresses.
Specialty Mattresses
Specialty mattresses, such as those manufactured by Tempur-Pedic and select comfort, utilize materials other than steel-coil innersprings to provide comfort and support. In fiscal 2010, the specialty mattresses represented approximately 30% of the Company�� total sales. The Company is expanding its assortments in the categories, including viscoelastic foam mattresses and yume sleep system. Viscoelastic foam, also referred to as memory foam or polyurethane foam, features a temperature sensitive foam core that reduces pressure points and tossing and turning by contouring to one's body. The Company has introduced a sleep system made of foam produced from coconut oil, utilizing a technology that uses ambient air to heat and cool the mattress surface.
Furniture and Accessories
During fiscal 2010, the Company was in the process of introducing new headboards and footboards, which complement its current bedding products. All of the Company�� stores carry an assortment of bedding-related accessories, including bed frames, mattress pads and pillows. In fiscal 2010, bedding-related products and accessories represented approximately 7% of the Company�� total sales from Company-operated stores.
The Company competes with Mattress Giant, American Mattress, Haverty's, Rooms-To-Go, Macy's, Sears, JC Penney, Walmart, Costco and Original Mattress.
Advisors' Opinion:- [By Leo Fasciocco]
Mattress Firm Holding (MFRM) offers both traditional and specialty mattresses, bedding accessories, and related products. MFRM also offers bed frames, pillows, tempurpedic pillows, headboards, and memory foam mattresses.
- [By John Kell]
Mattress Firm Holding Corp.(MFRM) tempered expectations for 2013, as the company said results were hurt by poor winter weather and lower margins tied to efforts to drive sales and traffic during the final quarter of the year. Shares slumped 9.9% to $37.17 premarket.
- [By Dan Caplinger]
Tomorrow, Mattress Firm (NASDAQ: MFRM ) will release its latest quarterly results. As the consumer segment of the economy has picked up steam over the past several years, discretionary spending on things like mattresses is finally starting to grow, and Mattress Firm has managed to capitalize on that trend.
Best Mid Cap Companies To Watch In Right Now: Geely Automobile Holdings Ltd (GELYF.PK)
Geely Automobile Holdings Limited is an investment holding company. The Company, along with its subsidiaries, is engaged in the research, production, marketing and sales of sedans and related automobile components in the People�� Republic of China (PRC). The Company operates in two segments: automobiles and related parts and components segment, engaged in the manufacture and sale of automobiles, automobile parts and related automobile components, and gearboxes segment, engaged in the manufacture and sale of gearboxes. The Company�� subsidiaries include Centurion Industries Limited, Value Century Group Limited, Geely International Limited, Zhejiang Fulin Guorun Automobile Parts & Components Co., Ltd., Linkstate Overseas Limited, Luckview Group Limited and Luck Empire Investment Limited, among others. Advisors' Opinion:- [By Elliott Gue]
This so-called One Ford initiative involved the US$2.3 billion sale of Jaguar and Land Rover to Tata Motors (TTM) and the US$1.6 billion divestment of Volvo to Geely Automobile Holdings (GELYF.PK). After selling the majority of its stake in Mazda Motor Corp (MZDAY.PK) and discontinuing Mercury, Ford Motor Company's portfolio consists of its eponymous mass-market brand and the higher-end Lincoln.
Best Mid Cap Companies To Watch In Right Now: William Hill PLC (WMH)
William Hill PLC is a United Kingdom-based gambling company. The Company�� business is to provide its customers with a range of sports betting and gaming opportunities. It is a bookmaker providing fixed odds sports betting. It also offers gaming opportunities. The Company�� segments include Retail distribution channel, which includes activity undertaken in LBOs, including gaming machines; Online segment, which includes activity undertaken online, including an online sportsbook, online casino, online poker sites and other gaming products; Telephone segment, which includes its telephone betting services; US segment, comprises all activity undertaken in the United States; Other activities include on-course betting and greyhound stadia operations. In April 2013, it acquired the remaining 29% stake in William Hill Online from its joint venture partner Playtech Ltd. Effective September 2, 2013, William Hill PLC acquired Miapuesta.es, a provider of gaming and sports betting services. Advisors' Opinion:- [By Inyoung Hwang]
Royal Bank of Scotland Group Plc sank 3.3 percent after reporting results and naming the head of its U.K. consumer unit as chief executive officer. William Hill Plc (WMH) dropped the most in four years after the bookmaker posted earnings that missed analysts��projections. International Consolidated Airlines Group SA (IAG) rose to a five-year high as the parent of British Airways reported an operating profit in the second quarter.
Best Mid Cap Companies To Watch In Right Now: Analogic Corp (ALOG)
Analogic Corporation (Analogic), incorporated in November 27, 1967, is a technology company that designs and manufactures advanced medical imaging and security systems and subsystems sold to Original Equipment Manufacturers (OEMs) and end users primarily in the healthcare and airport security markets. Analogic operate primarily three segments: Medical Imaging, Ultrasound, and Security Technology. Medical Imaging, which primarily includes systems and subsystems for computed tomography (CT) and magnetic resonance imaging (MRI) medical imaging equipment, Selenium-based detectors for screening and diagnostic applications in mammography. Ultrasound, which designs, manufactures, and distributes ultrasound systems and transducers primarily in the urology, surgery, robotic assisted surgery, anesthesia, and general imaging markets. Security Technology, which includes advanced threat detecting CT systems. In March 2013, it completed the acquisition of Ultrasonix Medical Corporation. In September 2013, the Company announced that it has acquired the remaining ownership stake in PocketSonics, Inc.
Medical Imaging
During the fiscal year ended July 31, 2012 (fiscal 2012), the Company�� medical imaging segment, which accounted for approximately 59% of its net revenue, which consists primarily of electronic systems and subsystems for medical imaging, sold globally to OEM producers of CT, MRI, and digital mammography systems. Products under this consist of: X-Ray Detectors, which converts the x-ray energy in a CT machine to useful analog signals for processing in the DAS.
DAS, which are used to process the signals created by the detectors and feed them as a digital stream to a reconstruction computer to create high resolution images. The DAS is designed with many multi-channel circuit boards that process the analog signals from the detectors and convert them into digital signals through an array of analog to digital.
converters. DMS, which the brains of the CT sys! tem and consists of both the detector array and the DAS in one package. This system provides its OEM customers a level of integration that allows for lower cost and faster time to market. Integrated Gantries, which is a component of the CT system (detectors, DAS, x-ray tube and power supplies), are mounted on a rotating ring assembly called a gantry. It provides integrated gantries to its OEM customers as another level of integration.
For OEM producers of MRI equipment, it also supplies two key components: gradient amplifiers and radio frequency, or RF, amplifiers. It has developed a range of amplifier solutions for its customers ranging from low-magnetic-field systems (< 0.3 Tesla) to ultra high-field systems (> 7.0 Tesla) used in academic research hospitals.
Gradient Amplifier, which is a power systems used to drive a set of coils located inside the MRI system and around the patient. The coils energize the atomic structure of patients��anatomy in order to develop tissue and structure images. Gradient amplifiers must be specifically designed for different MRI field strengths ranging from 0.3 Tesla to >7.0 Tesla. RF Amplifiers, which is a power systems used to control another set of the coils within the MRI system that are used to read-back the signals from the anatomy generated by the gradient coils. These signals are then processed in a reconstruction computer to create images. The RF amplifiers must have a high signal-to-noise ratio to produce the cleanest images.
The Company�� digital mammography products consist primarily of digital mammography selenium-based x-ray detector plates, sold directly to OEM customers for screening and diagnostic applications in mammography. These x-ray detector plates are used by OEMs in mammography systems to convert x-ray signals into high resolution two-dimensional (2-D) and three-dimensional (3-D) images of breast tissue to aid in the detection of breast cancer. Its detector plates for mammography applications are sold to! medical ! OEMs for use in products worldwide. Its mammography product portfolio consists of: LMAM, which is its large area detector plate, based on selenium technology, is used primarily for European markets and was recently introduced in the United States market. This detector plate is also compatible with systems that can perform tomosynthesis, which creates 3-D images through a series of exposures to more accurately detect lesions in the breast. SMAM, which is its small area detector plate uses the same selenium-based technology as the LMAM detector and is manufactured primarily for the Asian markets. Within its medical imaging segment, it also designs and manufactures precision motion control systems, which it supplies to OEM customers for use in computer-controlled automation systems primarily in the semiconductor and medical markets.
Ultrasound
The Company�� ultrasound segment designs and manufactures procedure-driven ultrasound systems and transducers, principally under the B-K Medical brand. These products are primarily for end-user markets in urology and surgery and accounted for approximately 29% of its net revenue in fiscal year 2012. Its ultrasound systems use acoustic waves to generate real-time images of the body�� internal anatomy that are used for interventional and medical diagnostic procedures. These ultrasound systems are also used for guiding robotic assisted surgical procedures and for guiding prostate cancer treatment employing a procedure called brachytherapy. It also manufactures and sells advanced ultrasound probes and transducers to medical OEMs.
Security Technology
Utilizing the Company�� CT technology, its Security Technology segment designs and manufactures airport security systems and subsystems primarily for checked bag applications and accounted for approximately 12% of its net revenue in fiscal year 2012. These systems generate 3-D images of objects contained within baggage and provide threat analysis of materials conta! ined with! in the bags. The Company sells the checked baggage systems through L-3 Communications Corporation (L-3): eXaminer XLB (High Speed), eXaminer 3DX (Medium Speed) and eXaminer SX (Reduced Size).
The Company competes with General Electric Corporation (GE) and Koninklijke Philips Electronics N.V. (Philips), Hitachi Medical Corporation, Fujifilm, Morpho Detection and Science Applications International Corp. (SAIC).
Advisors' Opinion:- [By John Udovich]
Small cap security stocks Analogic Corporation (NASDAQ: ALOG), OSI Systems, Inc (NASDAQ: OSIS) and View Systems Inc (OTCBB: VSYM) all aid Big Brother to keep us safe with security inspection systems intended for airports and other public�places rather than equipment to just spy on us. Moreover, the security inspection systems market is global and massive as its not just about detecting potential hijackers at airports as such systems can be used to fight or prevent crime. With that thought in mind, here is a look at three small cap security inspection system stocks:
- [By Wallace Witkowski]
Shares of Analogic Corp. (ALOG) �fell 12% to $85 on light volume after the electronics-component maker reported fiscal second-quarter earnings of $1.17 a share on revenue of $141.4 million and forecast flat revenue for the year because of headwinds. Analysts expected $1.20 a share on revenue of $151.7 million, along with a 7% revenue growth for the year.
Best Mid Cap Companies To Watch In Right Now: Tata Motors Ltd(TTM)
Tata Motors Limited, an automobile company, engages in the manufacture and sale of commercial and passenger vehicles primarily in India. The company offers cars, utility vehicles, trucks, buses and coaches, and defense vehicles, as well as develops electric and hybrid vehicles for personal and public transportation. It also involves in distributing and marketing cars; and financing the vehicles sold by the company. In addition, the company engages in the provision of engineering and automotive solutions, as well as machine tools and factory automation solutions; construction equipment manufacturing; automotive vehicle components manufacturing and supply chain activities; tooling and plastic and electronic components for automotive and computer applications; and automotive retailing and service operations. It offers its products and services through its dealership, sales, services, and spare parts network. The company also markets its commercial and passenger vehicles in Eu rope, Africa, the Middle East, South East Asia, South Asia, and South America. The company was formerly known as Tata Engineering and Locomotive Company Limited and changed its name to Tata Motors Limited in July 2003. Tata Motors Limited was founded in 1945 and is based in Mumbai, India.
Advisors' Opinion:- [By David Kerr]
Using the conventional P/E method, if we subtract the $39 billion in cash that Oracle has from the $155 billion market cap, we see that the company�� operations can be purchased for $116 billion. Because Oracle has a net income of $11 billion (TTM), the company is actually trading at a P/E of 10.54 as opposed to the current 14.46. Oracle also has an estimated Forward P/E (1 year) of 10.65.
- [By John Rosevear]
Ever since India's Tata Motors (NYSE: TTM ) bought Jaguar and Land Rover from Ford (NYSE: F ) in 2008, one big question has been asked: Would Tata be willing (and able) to make the big investments needed to make Jaguar a competitive global luxury brand?
- [By CFA Institute Contributors]
Tata Motors (TTM)
Damodaran doesn't use standard regression betas. Instead, he uses an average of all the betas in a given industry. In this case, the law of large numbers is on the analyst's side. The standard error in a regression beta is typically too large to make any individual beta meaningful. In the case of Tata Motors, using an average of 111 publicly traded companies in the auto industry reduces the standard error of the beta by 90%, he said.
- [By Trey Thoelcke]
The rise of VW could hit GM particularly hard, both in terms of reputation and in earnings. GM said it was looking to introduce four new Chevrolet models in China next year, as well as to expand its low-cost Baojun brand. Chinese buyers could already be looking elsewhere though, given the rise of VW and of Tata Motors Ltd. (NYSE: TTM), which sells cars under the Jaguar and Range Rover brands. Sales of Tata vehicles have risen sharply in the past year, and the company is set to begin producing cars in China.
No comments:
Post a Comment