Saturday, July 12, 2014

Top Japanese Companies To Watch In Right Now

LOS ANGELES (MarketWatch) -- Japanese stocks opened lower Thursday, as gains for the yen and losses for Wall Street conspired to drive the Nikkei Stock Average (JP:NIK) down 1.2% to 15,333.35, extending Wednesday's 0.6% loss. The Topix fell 0.7%, with the U.S. dollar (USDJPY) slipping to 102.46 yen, down from around 楼102.80 at the start of the previous session, but off its lows in late Wednesday trade. Electronics firms and other techs helped lead the loss, with Sony Corp. (JP:6758) (SNE) falling 1.4%, Nikon Corp. (JP:7731) (NINOF) off 2.4%, and Alps Electric Co. (JP:6770) 1.8% lower. The Nikkei Asian Review reported Thursday that Japan looked set to post its first trade deficit for electronics goods this year. Shares of Yahoo Japan Corp. (JP:4689) (YAHOF) lost 1.4%, even as Bloomberg reported the firm was offering its stake in market-research firm Macromill Inc. (JP:3730) to U.S. private-equity firm Bain Capital at a premium to its most recent close. Shares of Macromill were untraded. Among gainers, Nippon Telegraph & Telephone Corp. (JP:9432) (NTT) rose 2.1%, following a 1.1% gain for its U.S.-listed shares.

Top Oil Service Stocks To Watch For 2015: Stamps.com Inc.(STMP)

Stamps.com Inc. provides Internet-based postage solutions. The company offers solutions to mail and ship various mail pieces, including postcards, envelopes, flats, and packages. Its products and services include the United States Postal Service (USPS)-approved PC Postage Service that enables users to print electronic stamps directly onto envelopes, plain paper, or labels using personal computer, printer, and Internet connection; and PhotoStamps, a patented form of postage, which allows consumers to turn digital photos, designs, or images into valid United States postage. The company also sells NetStamps labels, shipping labels, other mailing labels, postage printers, scales, and other mailing and shipping-focused office supplies through its mailing and shipping supplies store, as well as offers back-end integration solutions, an electronic postage for transactions to manage the front-end process. In addition, it offers Stamps.com branded insurance enabling users to insure their mail or packages; and official USPS package insurance. Stamps.com Inc. serves individuals, small businesses, home offices, medium-size businesses, and large enterprises. The company was formerly known as StampMaster, Inc. and changed its name to Stamps.com Inc. in December 1998. Stamps.com Inc. was founded in 1996 and is headquartered in Los Angeles, California.

Advisors' Opinion:
  • [By Michael Lewis]

    While the United States Postal Service may be limping toward extinction, postage itself is far from a dying business. Web-based Stamps.com (NASDAQ: STMP  ) had worried investors and analysts for some time that demand would soften along with the USPS decline, but it's done nearly the opposite. In its most recent quarter, Stamps.com broke company records and showed strong promise in the future. The announcement delighted investors, sending the stock up more than 13% immediately following. But with a relatively rich valuation, the company may only be a buy for opportunistic, growth-happy investors. Here's what you need to know.

  • [By Brian Pacampara]

    What: Shares of online postage provider Stamps.com (NASDAQ: STMP  ) surged 24% today after its quarterly results and guidance.

    So what: The stock has slumped a bit in 2013 on concerns over slowing growth, but today's first-quarter results -- adjusted EPS spiked 38% on a 13.5% revenue increase -- and upbeat full-year guidance naturally eases some of those worries. In fact, Stamps.com hit its highest level of total paid customers -- and added its largest number of new paid customers -- during the quarter, giving investors plenty of good vibes about the company's prospects going forward.

  • [By Bryan Murphy]

    By almost any measure, Stamps.com Inc. (NASDAQ:STMP) is a solid investment. Revenue and profits are on the rise, and are projected to grow again in 2014. Stamps.com has also developed a penchant for earnings beats. And, at a trailing P/E of 18.3 and a forward-looking P/E ratio of 15.7, it's not like STMP shares cost a relative fortune. Yet, STMP is starting to look like a major liability where it could hurt shareholders the most... on the chart.

Top Japanese Companies To Watch In Right Now: RealPage Inc.(RP)

RealPage, Inc. provides on demand software solutions for the rental housing industry in North America. It offers property management systems, including OneSite to manage leasing and rents, facilities, purchasing, accounting, budgeting, and living of multi-family, housing and urban development (HUD), tax credit, privatized military housing, and student housing; and Propertyware for accounting, maintenance and work order management, marketing spend management, and portal services, as well as screening, renter?s insurance, and payment solutions. The company also provides on premise property management systems that include RentRoll for small conventional apartment communities; HUD Manager for small HUD, rural housing services, and tax credit subsidized apartment communities; Tenant Pro for small conventional properties; Spectra, an apartment and commercial modular property management system; and i-CAM and Management Plus property management software that automates and streaml ines rental activities. In addition, it offers software-enabled value-added services, such as LeaseStar, a system that manage marketing and leasing operations and enable owners and managers to originate, capture, track, manage, and close leads; YieldStar, a scientific yield management system, which enables owners and managers to optimize rents; LeasingDesk, a risk mitigation system to reduce delinquency, liability, and property damage risk; and Velocity that offers billing and utility management services; OpsTechnology that offers spend management systems that enable owners and managers to control costs; shared cloud services, which are integrated with property management systems and software-enabled valued added services; and RealPage Senior Living, an integrated care management, community management, and marketing management platform. The company sells its software and services directly through its sales force. RealPage, Inc. is headquartered in Carrollton, Texas.

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 RealPage (Nasdaq: RP  ) , whose recent revenue and earnings are plotted below.

  • [By Alex Planes]

    What: Shares of RealPage (NASDAQ: RP  ) have been rising since an early morning plunge that shaved more than 11% off their value, and now seem to have stabilized at a loss of about 4% from the previous trading day. Investors seem somewhat displeased that the company's financial results and forward guidance were all so average.

Top Japanese Companies To Watch In Right Now: Concho Resources Inc. (CXO)

Concho Resources Inc., an independent oil and natural gas company, engages in the acquisition, development, and exploration of producing oil and natural gas properties in the United States. Its operations are focused in the Permian Basin of Southeast New Mexico and West Texas. The company also has acreage positions in the Bakken/Three Forks play in North Dakota. As of December 31, 2010, Concho Resources had estimated proved reserves of 323.5 million barrel of oil equivalent. The company is headquartered in Midland, Texas.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Monday

    Earnings Releases Expected: �McKesson�(NYSE: MCK), Concho Resources (NYSE: CXO), Diamondrock Hospitality (NYSE: DRH) Economic Releases Expected: �US Federal budget balance, Indian industrial production

    Tuesday

  • [By Lee Jackson]

    Concho�Resources Inc. (NYSE: CXO) CEO Tim Leach was enthusiastic about Concho�� recent growth in the Delaware Basin, which grew 37% quarter over quarter. The company also announced it is doubling its rig count in the Northern Delaware basin. The Raymond James price target is posted at $127, and the consensus target is $110.

Top Japanese Companies To Watch In Right Now: Creston PLC (CRE)

Creston Plc is a United Kingdom-based company engaged in insight and communications services. The Company operates in three divisions: Communications division, which offers clients an integrated approach to their marketing and communication strategy, offering a range of services, which include advertising, brand strategy, channel marketing, customer relationship marketing, digital marketing, direct marketing, local marketing, social media marketing and public relations; Health division, which provides an integrated communications solution to the healthcare and pharmaceutical sector and offers services, which include advertising, advocacy, digital and direct marketing, public relations, issues and reputation management and medical education; Insight division, which performs a range of market research services on behalf of its clients, through both qualitative and quantitative means, using face-to-face, telephone and online data collection techniques. Advisors' Opinion:
  • [By Investment Biker]

    Over the years, WAL has changed its loan origination strategy. Post crisis, WAL's i) loan growth has been driven by commercial real estate (CRE) and Commercial & Industrial loans (C&I), ii) Construction and development share of loans has reduced from 24% in 2005 to 7% in 1Q'2013 and iii) completely cessation of new loan origination in the residential mortgage segment.

Top Japanese Companies To Watch In Right Now: H.J. Heinz Company (HNZ)

H. J. Heinz Company manufactures and markets food products for consumers, and foodservice and institutional customers in North America, Europe, the Asia Pacific, and internationally. The company primarily offers ketchup, condiments and sauces, frozen food, soups, beans and pasta meals, infant nutrition, and other food products. It sells its products through its sales organizations, independent brokers, agents, and distributors to chain, wholesale, cooperative, and independent grocery accounts; convenience stores; bakeries; pharmacies; mass merchants; club stores; foodservice distributors; and institutions, including hotels, restaurants, hospitals, health-care facilities, and government agencies. The company was founded in 1869 and is based in Pittsburgh, Pennsylvania.

Advisors' Opinion:
  • [By Matt Koppenheffer]

    On negative implications of the H.J. Heinz� (NYSE: HNZ  ) �deal.�A questioner wondered whether Berkshire's preferred position in the Heinz deal and the high price paid suggested that Buffett isn't optimistic about the returns available in the market. Buffett responded simply that that was "totally inaccurate." Munger later added on: "As you said, the report was totally wrong."

Top Japanese Companies To Watch In Right Now: Blonder Tongue Laboratories Inc. (BDR)

Blonder Tongue Laboratories, Inc. operates as a technology-development and manufacturing company primarily in the United States. It delivers television (TV) signal encoding, transcoding, digital transport, and broadband product solutions for a range of applications. The company offers analog video headend products, including integrated receiver/decoders, modulators, demodulators, channel combiners, and processors for use by system operators for signal acquisition, processing, and manipulation to create an analog channel lineup for further transmission. It also provides digital video headend products comprising high definition (HD) and standard definition MPEG-2 encoders and multiplexers, as well as quadrature phase shift key to quadrature amplitude modulation (QAM) transcoders, digital QAM up-converters, and multiplexers; and digital 8VSB/QAM HDTV processors for the delivery of HDTV programming; and agile QAM Modulators. The company offers its digital video headend product s for use by system operators for the acquisition, processing, and manipulation of digital video signals. In addition, it provides hybrid fiber-coax (HFC) distribution products comprising broadband amplifiers, directional taps, splitters, and wall outlets for coax distribution and fiber optic transmitters, receivers, and couplers. The company offers its HFC distribution products to transport signals from the headend to homes, apartment units, hotel rooms, offices, or other terminal location along a fiber optic, coax, or HFC distribution network. It serves TV broadcasters, cable system operators, and lodging/hospitality video and high-speed Internet system operators, as well as institutional system operators or contractors that serve schools, universities, hospitals, prisons, corporations, sports stadiums, and airports. The company sells its products through sales force and stocking distributors. Blonder Tongue Laboratories, Inc. was founded in 1950 and is headquartered in Ol d Bridge, New Jersey.

Advisors' Opinion:
  • [By Geoff Gannon]

    Bells should be ringing when you read that. Look at AEY�� business versus that of a competitor like Blonder Tongue (BDR). I�� just going to use GuruFocus data here. You can find the 10-year financial data for BDR here and the 10-year financial data for AEY here.

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