With shares of Boeing (NYSE:BA) trading around $138, is BA 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’s MovementBoeing is an aerospace company. It focuses primarily on engineering, information technology, research and development, test and evaluation, technology strategy development, environmental remediation management, and intellectual property management. The company operates in five segments: Commercial Airplanes, Boeing Military Aircraft, Network & Space Systems, Global Services & Support, and Boeing Capital Corp.
Boeing said Monday it delivered a total of 648 planes in 2013, a new record. That appears to put the Chicago company ahead of European competitor Airbus, which has said it expected to deliver about 600 jets for the year.�Boeing�� other deliveries included 440 of its 737s and 98 of its long-range 777s.�Boeing and Airbus are both in the midst of a boom in aircraft orders, driven by growing affordability of air travel in Asia and Latin America.
Top 5 Specialty Retail Stocks For 2015: Franklin Covey Company (FC)
Franklin Covey Co. provides training and consulting solutions to address leadership, execution, productivity, trust, customer loyalty, sales performance, and education problems worldwide. The company also offers clients with training in management skills, relationship skills, and individual effectiveness, as well as personal-effectiveness literature and electronic educational solutions. In addition, it sells a suite of individual-effectiveness and leadership-development training products; and books, e-books, audio media, downloadable and paper-based tools, content-rich software applications for smart phones and other handheld devices, training accessories, and other related products. The company delivers its products and services through onsite presentations, facilitators, international licensees, e-learning, public workshops, custom solutions, intellectual property licenses, and media publishing methods to organizational clients, including corporations, governmental agenc ies, educational institutions, and other organizations, as well as individual clients. Franklin Covey Co. was founded in 1983 and is headquartered in Salt Lake City, Utah.
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 Franklin Covey (NYSE: FC ) , whose recent revenue and earnings are plotted below. - [By Laura Brodbeck]
Tuesday
Earnings Expected: A. Schulman (NASDAQ: SHLM), Acuity Brands (NYSE: AYI), Franklin Covey (NYSE: FC) and Paychex (NASDAQ: PAYX) Economic Releases Expected: US ISM manufacturing PMI, US redbook, British manufacturing PMI, German unemployment rate, French manufacturing PMI, Italian manufacturing PMI, Spanish manufacturing PMI and Reserve Bank of Australia interest rate decisionWednesday
- [By Laura Brodbeck]
Tuesday
Earnings Expected: IHS Inc. (NYSE: IHS), Commercial Metals Company (NYSE: CMC), Franklin Covey Company (NYSE: FC), Micron Technology, Inc. (NASDAQ: MU), Apollo Group, Inc. (NASDAQ: APOL) Economic Releases Expected: French consumer confidence, German unemployment rate, Brazilian CPI, Canadian trade balanceWednesday
Top Information Technology Companies To Watch In Right Now: First Citizens BancShares Inc.(FCNCA)
First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides various banking products and services to retail and commercial customers in the United States. It offers transaction and savings deposit accounts, commercial and consumer loans, deposit and treasury services and products, cardholder and merchant services, wealth management services, and other commercial banking services. The company also operates as a broker-dealer in securities that provides investment services, including the sale of annuities and third party mutual funds, as well as title insurance agency services. In addition, it owns and leases real estate properties. The company provides its services through branch, telephone and online banking, and automated teller machine network. It operates branches in 17 states and the District of Columbia. The company was founded in 1893 and headquartered in Raleigh, North Carolina.
Advisors' Opinion:- [By Tim Melvin]
First Citizens Bank and Trust (FCNCA) is another bank that has seen its returns slipping in the past year. The return on assets and return on equity have both dropping for three consecutive quarters. The tangible equity-to-assets ratio is improving, and now stands at 9.46 but is still below the national averages.
Top Information Technology Companies To Watch In Right Now: First Financial Northwest Inc.(FFNW)
First Financial Northwest, Inc. operates as the holding company for First Savings Bank Northwest that provides community-based savings bank services in Washington. Its deposit products include noninterest bearing accounts, NOW accounts, money market deposit accounts, statement savings accounts, and certificates of deposit. The company?s loan products portfolio comprises one-to-four family residential loans, multifamily loans, commercial real estate loans, construction/land development loans, and business loans, as well as consumer loans, including home equity loans, personal lines of credit, second mortgage loans, and savings account loans. First Financial Northwest, Inc., through another subsidiary, First Financial Diversified, Inc., offers escrow services. The company primarily serves customers in the King, Pierce, Snohomish, and Kitsap counties of Washington through a full-service banking office in Renton, Washington. First Financial Northwest, Inc. was founded in 1923 and is based in Renton, Washington.
Advisors' Opinion:- [By Jim Royal]
One of my favorite reasons to reinvest in stocks I already own is when an uncertain, but favorable catalyst occurs, but the stock does little. So my Special Situations portfolio is adding $1,000 to each of the following three stocks: Cincinnati Bell (NYSE: CBB ) , Bridgepoint Education (NYSE: BPI ) , and First Financial Northwest (NASDAQ: FFNW ) . Read on to see why.
- [By Jim Royal]
The special situation
For those of you following my Special Situations portfolio, Investors Bancorp is in a spot similar to First Financial Northwest (NASDAQ: FFNW ) and TFS Financial (NASDAQ: TFSL ) , both of which are featured substantially in the portfolio. While Investors Bancorp is still only a partially demutualized thrift (like TFS Financial today), it will soon become a fully public institution, like First Financial.
Top Information Technology Companies To Watch In Right Now: WD-40 Co (WDFC)
WD-40 Company incorporated on October 22, 1999, is a global consumer products company dedicated to delivering solutions for a range of maintenance needs of doer and on-the-job users. As of August 31, 2012, the Company�� products included WD-40 Smart Straw, WD-40 Trigger Pro, 3-IN-ONE Professional Garage Door Lube, Spot Shot Pet Clean which is a non-aerosol Spot Shot trigger product, Blue Works product line, and a mildew stain remover under the X-14 brand. In addition, its WD-40 Speciality product line, consists of certain specialty maintenance products. The Company�� three geographical segments are: the Americas, Europe and Asia-Pacific. The Company sells its products primarily through mass retail and home center stores, warehouse club stores, grocery stores, hardware stores, automotive parts outlets and industrial distributors and suppliers. During the fiscal year ended August 31, 2012, the Company formed WD-40 Bike Company LLC, focused on the development of a line of bicycle maintenance products for cyclists and mechanics.
Multi-Purpose Maintenance Products
The WD-40 brand is a multi-purpose maintenance product and is sold as an aerosol spray, a non-aerosol trigger spray and in liquid form through mass retail stores, hardware stores, warehouse club stores, automotive parts outlets and industrial distributors and suppliers. WD-40 products are sold worldwide in markets, such as North, Central and South America, Asia, Australia and the Pacific Rim, Europe, the Middle East and Africa. WD-40 products has a range of consumer uses in household, marine, automotive, construction, repair, sporting goods and gardening applications, in addition to numerous industrial applications. The 3-IN-ONE brand consists of multi-purpose drip oil and spray lubricant products, as well as other specialty maintenance products. The drip oil is an entry-level lubricant with spout options that allow applications for small mechanisms and assemblies, tool maintenance and threads on screws and bolts. It! also has industrial applications in areas, such as locksmithing, heating, ventilation, and air conditioning (HVAC), marine, farming, construction and jewelry manufacturing. In addition to the drip oil line of products, the 3-IN-ONE brand also includes a line of products known as 3-IN-ONE Professional, which is a line of multi-purpose maintenance products. 3-IN-ONE products are sold in the United States, Europe, Canada, Latin America, Australia and Asia.
The Blue Works brand consists of a line of industrial grade, specialty maintenance products that include lubricants, penetrants, degreasers and cleaners designed specifically for the needs of industrial users. Blue Works products were launched in the United States in selected markets in Europe and are sold through the industrial channel. WD-40 Specialist consists of a line of specialty problem solving products that include penetrants, water resistant silicone sprays, corrosion inhibitors and rust removers that are aimed at the current users of the WD-40 brand.
Homecare and Cleaning Products
The X-14 brand is a line of products designed for cleaning needs. X-14 is sold as a liquid mildew stain remover and two types of automatic toilet bowl cleaners. X-14 is sold in the United States through grocery and mass retail channels. The 2000 Flushes brand is a line of long-lasting automatic toilet bowl cleaners, which includes a variety of formulas. 2000 Flushes is sold in the United States and Canada through grocery and mass retail channels. The Carpet Fresh brand is a line of room and rug deodorizers sold as powder, aerosol foam and trigger spray products. Carpet Fresh is sold through grocery and mass retail channels in the United States, United Kingdom and Australia. In the United Kingdom, Carpet Fresh is sold under the 1001 brand name. In Australia, Carpet Fresh is sold under the No Vac brand name.
The Spot Shot brand is sold as an aerosol carpet stain remover and a liquid trigger carpet stain and odor e! liminator! . The brand also includes products, such as Spot Shot Instant Carpet Stain & Odor Eliminator and Spot Shot Pet Clean, which are non-toxic and biodegradable. Spot Shot products are sold through grocery and mass retail channels, warehouse club stores and hardware and home center stores in the United States and Canada. Spot Shot products are also sold in the United Kingdom under the 1001 brand name. The 1001 brand includes carpet and household cleaners and rug and room deodorizers, which are sold through mass retail, grocery and home center stores in the United Kingdom. The Lava and Solvol brands consist of heavy-duty hand cleaner products, which are sold in bar soap and liquid form through hardware, grocery, industrial, automotive and mass retail channels. Lava is sold in the United States, while Solvol is sold in Australia.
Advisors' Opinion:- [By Seth Jayson]
WD-40 (Nasdaq: WDFC ) reported earnings on July 8. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended May 31 (Q3), WD-40 beat expectations on revenues and beat expectations on earnings per share. - [By Monica Gerson]
WD-40 Company (NASDAQ: WDFC) slipped 5.58% to $73.48 after the company reported weaker-than-expected FQ2 earnings.
Ashford Hospitality Trust (NYSE: AHT) shares declined 5.45% to $10.59 after the company priced 7.5 million shares at $10.70 per share.
- [By Laura Brodbeck]
Earnings Expected: International Speedway Corporation (NASDAQ: ISCA), WD-40 Company (NASDAQ: WDFC), Alcoa Inc. (NYSE: AA)
Economic Releases Expected: French trade balance, British industrial production, British manufacturing production, Canadian housing starts, US redbook
Top Information Technology Companies To Watch In Right Now: Redwood Trust Inc.(RWT)
Redwood Trust, Inc., a real estate investment trust, together with its subsidiaries, engages in investing, financing, and managing real estate assets. The company?s investments include residential and commercial real estate loans; and securities backed by residential and commercial loans, including senior and subordinate securities. The senior securities are those interests in a securitization that have the first right to cash flows and are last to absorb losses; and subordinate securities are those interests in a securitization that have the last right to cash flows and are first in line to absorb losses. As of March 31, 2011, it had 77 real estate owned properties primarily in Arizona, California, Colorado, Florida, and Georgia. It would elect to be taxed as a real estate investment trust (REIT) for federal income tax purposes. As a REIT, the company would not be subject to federal income tax, if it distributes at least 90% of net taxable income to its stockholders. Red wood Trust, Inc. was founded in 1994 and is based in Mill Valley, California.
Advisors' Opinion:- [By Amanda Alix]
Luxury market is doing just fine
Jumbo loans are back, and these mortgages -- which start at $625,000 in some affluent areas -- are being given out like candy�to those with the wealth to back them up. Once considered risky because they are not backed by Fannie Mae or Freddie Mac, lenders are falling over themselves to make these loans, driven by a securitization market dominated by entities like Redwood Trust (NYSE: RWT ) and JPMorgan Chase (NYSE: JPM ) . Earlier this month, Redwood offered its seventh securitization backed by jumbos, and JPMorgan just recently announced�its second offering of the year, as well.
Top Information Technology Companies To Watch In Right Now: Hawaiian Holdings Inc.(HA)
Hawaiian Holdings, Inc., through its subsidiary, Hawaiian Airlines, Inc., engages in the scheduled air transportation of passengers and cargo. It offers daily service on transpacific routes between Hawaii and Los Angeles, Oakland, Sacramento, San Diego, San Francisco, and San Jose, California; Las Vegas, Nevada; Phoenix, Arizona; Portland, Oregon; and Seattle, Washington, as well as daily service on its inter island routes among the four islands of the State of Hawaii. The company also provides scheduled service on its Pacific routes between Hawaii and Pago Pago, American Samoa; Papeete, Tahiti; Sydney, Australia; Manila, Philippines; Tokyo, Japan; and Seoul, South Korea, as well as other ad hoc charters. As of December 31, 2010, its fleet consisted of 15 Boeing 717-200 aircraft for its interisland routes; 18 Boeing 767-300; and 3 Airbus A330-200 aircrafts for its transpacific, Pacific, and charter routes. Hawaiian Holdings, Inc. was founded in 1929 and is headquartered in Honolulu, Hawaii.
Advisors' Opinion:- [By Michele Lerner, The Motley Fool]
Alan Diaz/APAmerican Airlines did better at staying on schedule last year than it did in 2012, when it accused pilots of a work slowdown. DALLAS -- A big drop in customer complaints helped U.S. airlines post their best ratings ever even though more flights were late and more bags were mishandled, according to a report released Monday by university researchers. Virgin America topped the ratings, and three regional airlines scored at the bottom. Among the four biggest airlines, Delta Air Lines (DAL) ranked best followed by Southwest (LUV), American (AAL) and United (UAL), according to researchers from Wichita State University and Embry-Riddle Aeronautical University. The researchers have graded airlines since 1991 on government figures for on-time performance, mishandled bags, bumping passengers, and complaints filed with the U.S. Department of Transportation. Their key findings: On-Time Performance: Airlines operated 78.4 percent of their flights on time in 2013, down from 81.8 percent in 2012. Best: Hawaiian Airlines (HA); worst: American Eagle. Only two airlines improved: American Airlines and United. Bag Handling: The rate of lost, stolen or delayed bags rose 5 percent. Best: Virgin America; worst: American Eagle. Bumping: The rate of bumping passengers from flights fell 8 percent. Best: JetBlue Airways (JBLU); worst: SkyWest (SKYW). Complaints: Consumer complaints to the government dropped 15 percent in 2013 after rising 20 percent the year before. Best: Southwest Airlines; worst: Frontier (RJET). One of the report's authors, Wichita State business professor Dean Headley, credited the drop in complaints partly to United Airlines. The company suffered several computer-network outages and grounded hundreds of flights in 2012 when it combined the United and Continental computer networks after a merger, but "got their act together" in 2013, he said. Headley said the drop in complaints might also reflect "a certain amount of resignation" that "it's neve
- [By Adam Levine-Weinberg]
Earlier this month, Allegiant announced a new route that marks a significant shift in the company's philosophy. Beginning in late October, Allegiant will serve the busy Los Angeles-Honolulu route twice a week. This route is already served by all three major network carriers, as well as Hawaiian Airlines (NASDAQ: HA ) , with each carrier offering multiple daily flights. What is Allegiant up to? More importantly, will it work?
- [By Adam Levine-Weinberg]
While most of the U.S. airline industry has been sailing along for the past two years, Hawaiian Holdings, (NASDAQ: HA ) has hit some rough patches. Unit revenue declined in 2013 due to a combination of overcapacity on some routes, and unfavorable currency fluctuations.
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