With shares of Yahoo (NASDAQ:YHOO) trading around $40, is YHOO an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock�� MovementYahoo is a technology company that provides search, content, and communication tools on the web and on mobile devices worldwide. It operates Yahoo.com, which offers Yahoo Search, Yahoo News, Yahoo Sports, Yahoo Finance, Yahoo Entertainment and Lifestyles, and Yahoo Video. Being such a large content provider, Yahoo is able to reach a significant amount of consumers across the globe. As the internet attracts an increasing number of participants, look for Yahoo to continue to be a major player.
Since taking the helm at Yahoo in July 2012, Marissa Mayer has made some dramatic and expensive moves. Her latest decision to discharge the company�� second in command, chief operating officer Henrique de Castro, can be counted among them.�In an internal memo obtained by the tech website Re/code, Mayer reflects on her pride in the company�� achievements throughout 2013 as well as her optimism for the year ahead. ��uring my own reflection,��she writes, �� made the difficult decision that our COO, Henrique de Castro, should leave the company.��/p>
Top 10 Value Stocks To Own For 2015: Clearwire Corporation(CLWR)
Clearwire Corporation, through its subsidiaries, provides fourth generation wireless broadband services in the United States. The company builds and operates mobile broadband networks that offer high-speed mobile Internet and residential Internet access services. It serves retail customers through its CLEAR brand. The company markets its products and services directly to consumers, as well as through cellular retailers, consumer electronics stores, satellite television dealers, and computer sales and repair stores; and through company-operated retail outlets. As of December 31, 2011, it had approximately 1.3 million retail and 9.1 million wholesale subscribers. The company is headquartered in Bellevue, Washington. Clearwire Corporation is a subsidiary of Sprint HoldCo LLC.
Advisors' Opinion:- [By Anders Bylund]
After more than nine months of high-stakes dealmaking, Sprint Nextel (NYSE: S ) and Clearwire (NASDAQ: CLWR ) have finally found their permanent homes. I think they're turning Japanese.
- [By Dan Radovsky]
Sprint Nextel (NYSE: S ) , DISH Network (NASDAQ: DISH ) , and Verizon (NYSE: VZ ) have each been making a play for Clearwire (NASDAQ: CLWR ) -- if not for the whole company, at least for some of its spectrum. This is a far cry from 2011 when it could barely get the time of day from its network partner and majority owner Sprint.
- [By Alyce Lomax]
Regardless, this week a U.S. security committee cleared the SoftBank deal despite the hysteria. Meanwhile, Clearwire (NASDAQ: CLWR ) , a provider of 4G services, has postponed its shareholder vote regarding Sprint's overture to buy its remaining stake for $3.40 per share, citing DISH Networks' bid to buy it for $4.40 per share.
Best Industrial Disributor Stocks To Own For 2014: KapStone Paper and Packaging Corporation (KS)
KapStone Paper and Packaging Corporation engages in the production and sale of unbleached kraft, linerboard, saturating kraft, and unbleached folding carton boards primarily in the Americas, Europe, and Asia. It offers kraft paper to converters, who produce multiwall bags for agricultural products, pet food, cement, chemicals, and grocery bags, as well as specialty conversion products, such as wrapping paper products and roll wrap; and linerboards to converters in the corrugated box industry and to other converters for various end uses, including laminated tier sheets and wrapping material. The company offers its saturating kraft products to various industries, such as construction, electronics manufacturing, and furniture manufacturing; and unbleached folding carton board products to the general folding carton segment of paperboard packaging. KapStone Paper and Packaging Corporation offers its kraft paper, linerboard, and saturating kraft products under the DuraSorb brand name; and folding carton board under the Kraftpak brand name. The company was founded in 2005 and is headquartered in Northbrook, Illinois.
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 KapStone Paper and Packaging (NYSE: KS ) , whose recent revenue and earnings are plotted below.
Best Industrial Disributor Stocks To Own For 2014: Cypress Semiconductor Corporation (CY)
Cypress Semiconductor Corporation designs, develops, manufactures, and markets mixed-signal programmable solutions, specialized semiconductor memories, and integrated semiconductor solutions. The company�s Memory Products division designs and manufactures static random access memory (SRAM) products and nonvolatile SRAMs used to store and retrieve data in networking, wireless infrastructure and handsets, computation, consumer, automotive, industrial, and other electronic systems, as well as offers general-purpose programmable clocks. Its Data Communications division focuses on universal serial bus (USB) controllers, WirelessUSB peripheral controllers, and module based solutions for trackpads and other user interface applications used in PC and peripheral, industrial automation imaging, security camera, and in consumer devices, such as mobile handsets and set-top boxes. The company�s Programmable Solutions division designs and develops programmable product offerings, inclu ding Programmable System-on-Chip (PSoC) devices, as well as CapSense and TrueTouch touch-sensing/touch screen products; and automotive products. This segment�s PSoC products are used in various industrial applications, mass storage, household appliances, laptop computers, and toys; TrueTouch touch screen products are used in mobile phones, tablets, e-readers, GPS, automobiles, digital cameras, and other mobile systems; and CapSense devices are used in various applications that employ buttons or sliders, including handsets and various other consumer, industrial, and automotive applications. Its Emerging Technology division provides foundry services, as well as other development stage activities. The company sells its semiconductor products through distributors, manufacturing representative firms, and its sales force to direct original equipment manufacturers and their manufacturers worldwide. Cypress Semiconductor Corporation founded in 1982 and is headquartered in San Jose, California.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of Cypress Semiconductor (NASDAQ: CY ) have plunged today by as much as 10% after the company reported earnings.
So what: Revenue in the first quarter came in at $172.7 million, topping the consensus estimate of $167.3 million. Cypress posted adjusted net income of $4.6 million, or $0.03 per share. That was also ahead of the $0.01 per share that investors were braced for. Shares responded favorably initially, but then Cypress provided guidance on its conference call and sent investors fleeing.
- [By Luke Jacobi]
Cypress Semiconductor (NASDAQ: CY) traded down 14.87 percent to $9.65 after the company lowered its Q3 forecast.
Red Hat (NYSE: RHT) shares tumbled 11.71 percent to $46.73 after the company reported Q2 results. Piper Jaffray downgraded the stock from Overweight to Neutral.
Best Industrial Disributor Stocks To Own For 2014: Plexus Corp.(PLXS)
Plexus Corp., together with its subsidiaries, provides electronic manufacturing services to original equipment manufacturers and other technology companies. The company offers product development and design services, including program management, feasibility studies, product conceptualization, specification development, circuit design, field programmable gate array design, printed circuit board layout, embedded software design, mechanical design, development of test specifications, and product verification testing. It also provides value-added services, such as engineering change-order management, cost reduction redesign, component obsolescence management, product feature expansion, test enhancement, and component re-sourcing. In addition, the company offers prototyping and new product introduction services comprising assembly of prototype products, materials management, analysis of the manufacturability and testability of a design, test implementation, and pilot productio n. Further, it provides test equipment development; material sourcing and procurement; agile manufacturing; fulfillment and logistic; after-market support; and regulatory requirements services. The company serves the wireline/networking, wireless infrastructure, medical, industrial/commercial, and defense/security/aerospace markets in the United States, Malaysia, China, the United Kingdom, Mexico, and Romania. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of Plexus (NASDAQ: PLXS ) have jumped today by as much as 13% after the company reported earnings results.
So what: Revenue in the fiscal third quarter totaled $571.9 million, well ahead of the Street consensus of $565 million. Earnings per share were $0.68, similarly topping expectations of just $0.58 per share. CEO Dean Foate said the strong results were driven by the networking and communications as well as the health care and life sciences sectors.
- [By Seth Jayson]
Plexus (Nasdaq: PLXS ) reported earnings on July 17. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 29 (Q3), Plexus beat slightly on revenues and beat expectations on earnings per share. - [By Jake L'Ecuyer]
Equities Trading UP
Plexus (NASDAQ: PLXS) shares shot up 6.98 percent to $42.09 after the company reported its Q2 earnings of $0.60 per share on revenue of $557.60 million. The company also issued a strong Q3 outlook.
Best Industrial Disributor Stocks To Own For 2014: Symrise AG (SY1)
Symrise AG is a Germany-based fragrances and flavors manufacturer. The Company diversifies its activities into two business divisions: Flavor & Nutrition and Scent & Care. The Flavor & Nutrition business division produces flavors in liquid, powder, granulated and paste form, providing individual flavors as well as complete solutions which, apart from aroma, can contain additional functional raw materials, colorants or microencapsulated components. The products are divided into the beverages, savory, sweet and consumer health groups. The Scent & Care business division is divided into Fragrances, Oral Care, Life Essentials and Aroma Molecules. The Fragrances products are divided into the Fine Fragrances, Personal Care and Household groups. The Life Essentials are used in the cosmetic ingredients market, and include Botanicals and Cosmetic Ingredients, among others. The Aroma Molecules are used in the aroma chemicals market, and include Sensates (Menthols), among others. Advisors' Opinion:- [By Inyoung Hwang]
Symrise AG (SY1) jumped 5.7 percent to 32.95 euros. The fourth-largest maker of flavors and fragrances pledged to remain one of the most profitable companies in its industry amid higher demand for aroma molecules and fragrances. Earnings before interest, taxes, depreciation and amortization, will be about 20 percent of sales in 2013 and will stay in the range of 19 percent to 22 percent in coming years, the company said today.
Best Industrial Disributor Stocks To Own For 2014: Dassault Systemes SA (DASTY.PK)
Dassault Systemes SA provides software solutions and consulting services. The Company�� global customer base includes companies primarily in 11 industrial sectors: automotive; industrial equipment; aerospace; consumer goods; consumer packaged goods; energy; high-tech; shipbuilding; life sciences; construction, and business services. It organizes its business and markets its products and services in two types of applications: the Product Lifecycle Management (PLM) market, to support product development, production, maintenance and lifecycle management, and the Mainstream three-dimensional (3D) market, which is primarily focused on product design. Its software applications address a range of products, from apparel, consumer goods, machine parts and semiconductors to automobiles, aircraft, ships and factories. In March 2011, the Company acquired Intercim. In April 2011, the Company acquired Enginuity PLM. On March 31, 2010, it acquired the IBM PLM. On June 8, 2010, the C ompany acquired Exalead, a French company providing Search Platforms and Search-Based Applications (SBA). In June 2010, the Company acquired Geensoft, a provider of embedded systems development solutions.
The Company has developed a software applications portfolio, organized in brands, in order to provide solutions responding to the requirements of product development: Design, Realistic Simulation, Digital Manufacturing and Production, Collaborative Innovation, and Lifelike Experiences. The Company�� principal brands include SolidWorks , CATIA, SIMULIA, DELMIA, ENOVIA and Universal Services.
SolidWorks
SolidWorks applications include 3D tools to design, manage, simulate, sustain and communicate. SolidWorks include 3D Design, Data management, Simulation and Environmental assessments. SolidWorks 3D�� include complex part and assembly modeling, production drawing creation, data management, design validation and simulation of motion, f low and structural performance, environmental impact evalu! at! ion and publishing. SolidWorks Data Management solutions enable control over all design information, eliminating concerns about version control or data loss. SolidWorks simulation technology ensures the quality and performance of the design before users commit to production. SolidWorks Sustainability technology enables users to assess the environmental impact of their design to create more sustainable products.
CATIA
CATIA is the Company�� PLM solution for 3D collaborative creation. CATIA addresses the complete product development process, from early product concept specification through product in service. CATIA V6 is designed to enable the spectrum of next generation collaborative virtual design. Its product portfolio is consists of four main domains, which include systems, shape design, mechanical design and equipment engineering. CATIA Systems captures, manages, and tracks product requirements with traceability, ensuring that early requiremen ts are met accurately all along the product development cycle. CATIA Shape provides a line of surfacing, reverse engineering, and visualization solutions to create, modify, and validate any type of complex shapes and help streamline the transition and collaboration among industrial designers. CATIA Mechanical delivers a collaborative and flexible design environment with concurrent engineering and change management through relational design. CATIA Equipment provides an integrated environment that enables the collaborative detailed design of electronic, electrical, and fluidic systems in context of a virtual product.
SIMULIA
SIMULIA provides a scalable portfolio of realistic simulation solutions designed to enable companies across a range of industries to improve product performance, reduce the number of physical prototypes and drive innovation. SIMULIA�� V6 portfolio spans include finite element analysis, multi-physics solutions, optimization analy sis, and simulation lifecycle management. Its finite e! lement! a! nalysis! software companies are able to create and test virtual prototypes of products and processes. Its multi-physics solutions enable companies to reach beyond the boundaries of a single domain. SIMULIA also provides design exploration and optimization technology, enabling designers and engineers to perform rapid trade-off studies of real-world behavior and accelerate product development. SIMULIA offers simulation lifecycle management, based upon the Company�� ENOVIA architecture offering an open collaborative platform for management of simulation data, processes and intellectual property.
DELMIA
DELMIA covers the Company�� PLM digital manufacturing solutions ranging from virtual process definition, workcell set-up, optimization, scheduling, and operation, to maintenance of real-time production systems. DELMIA V6 covers four principal domains, including Manufacturing planning, with 3D process and resource planning tools for creating and optimizing bu ild-to-order and lean production manufacturing systems; plant and resources engineering, with tools to virtually define and optimize manufacturing assets concurrently with manufacturing planning; program and control engineering, to virtually program, validate and simulate manufacturing systems for the virtual commissioning of production facilities, and control and production execution, which offers an accurate virtual production system to enable companies to track real time production activities, perform schedule changes, launch new programs and introduce model changeovers, and schedule maintenance operations.
ENOVIA
ENOVIA addresses business process needs across a broad spectrum of industries, managing simple, as well as engineered, complex products. The ENOVIA V6 products are organized by business processes, which include governance, global sourcing, global sourcing, and unified live collaboration. The Governance domain is designed to help compan ies launch enterprise new product introductions on! time and! ! on budget! . Governance includes these sub-processes: Requirements Management, Portfolio Configuration, Program Management, Decision Support Business Intelligence, and Compliance. The Global Sourcing domain allows companies to leverage supply chain capabilities throughout the product lifecycle. The IP Lifecycle domain helps eliminate costly product development errors as it is designed to enable improved cross-functional product design, manufacturing planning and performance simulation. The Unified Live Collaboration domain allows companies to deploy product lifecycle processes across the extended enterprise by providing a single, real-time view of information protocol (IP) across all business process domains, collaborative process management capabilities, and a service-oriented architecture that integrates with other enterprise system
The Company competes with Parametric Technology Corporation, ANSYS, Inc., MSC Software Corporation, Oracle Corporation, SAP AG, Siemens PLM Software, Adobe, Altair Engineering, Autonomy, Aveva, Bentley, Google, Intergraph, MathWorks, Nemetschek AG, Right Hemisphere, and Autodesk, Inc.
Advisors' Opinion:- [By Markus Aarnio]
Autodesk's competitors include Adobe Systems (ADBE), Dassault Systemes SA (DASTY.PK), and Parametric Technology Corporation (PMTC). Here is a table comparing these companies.
Best Industrial Disributor Stocks To Own For 2014: Vivendi SA (VIVHY)
Vivendi SA (Vivendi), incorporated on December 18, 1987, is a communications and entertainment company. As of December 31, 2009, the Company had six business segments: Activision Blizzard, Universal Music Group, SFR, Maroc Telecom Group, GVT (Holding) S.A. (GVT) and Canal+ Group. Activision Blizzard develops, publishes and distributes interactive entertainment software, online or on other media (such as console and personal computer (PC)). Universal Music Group is engaged in the sale of recorded music (physical and digital media), exploitation of music publishing rights, as well as artist services and merchandising. SFR is engaged in the phone services (mobile, broadband Internet and fixed) in France. Maroc Telecom Group is a telecommunication operator (mobile, fixed and Internet) in Africa, principally in Morocco, as well as in Mauritania, Burkina Faso, Gabon and Mali. GVT is a Brazilian fixed and broadband operator. Canal+ Group is engaged in publishing and distribution of pay-television mainly in France, in both analog and digital (terrestrially, via satellite or ADSL), as well as film production in Europe. In July 2013, Vivendi SA and Universal Music Group announced the completion of the sale of Parlophone Label Group to Warner Music Group Corp.
On November 13, 2009, Vivendi acquired an aggregate of 29.9% of GVT�� outstanding voting shares from Swarth Investments LLC, Swarth Investments Holdings LLC and Global Village Telecom (Holland) BV. In addition, Vivendi acquired from third parties an additional 8% interest in GVT's outstanding shares. On December 28, 2009, Canal+ Group, Vivendi�� subsidiary, acquired TF1�� 9.9% interest in the capital of Canal+ France. On July 31, 2009, Maroc Telecom acquired 51% controlling interest in Sotelma. On August 27, 2009, CID, a company 40% owned by SFR and 60% by other financial investors, acquired the 62% interest in 5 sur 5.
Advisors' Opinion:- [By Demitrios Kalogeropoulos]
Activision Blizzard (NASDAQ: ATVI ) is striking out on its own. The company reached a purchase agreement with Vivendi (NASDAQOTH: VIVHY ) �to transfer enough shares so that it will become an independent company, one that's majority-owned by public investors rather than a single corporation.
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