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.
Best Growth Stocks For 2015: BanColombia S.A. (CIB)
Bancolombia S.A., a full service financial institution, provides various banking products and services to individual and corporate customers in Colombia, as well as in Panama, El Salvador, Puerto Rico, the Cayman Islands, Peru, Brazil, the United States, and Spain. The company offers savings and checking accounts, fixed term deposits, and investment products; and trade financing, loans funded by domestic development banks, working capital loans, credit cards, personal loans, vehicle loans, payroll loans, and overdrafts. It also provides mortgage banking, factoring, treasury, cash management, foreign currency, and bancassurance and insurance; and asset management and trust services that comprise money market accounts, mutual and pension funds, private equity funds, payment trust, custody services, and corporate trust. In addition, the company offers brokerage, investment advisory, and private banking services, including selling and distributing equities, futures, foreign cu rrencies, fixed income securities, mutual funds, and structured products; and investment banking services, including advising and assisting companies from various economic sectors in project finance, capital markets, capital investments, mergers and acquisitions, restructurings, and corporate lending. Further, it provides financial and operational leases, including cross-border and international leasing services; and pension plan administration services. The company offers its services through a traditional branch network, and sales and customer representatives, as well as through mobile branches, non-banking correspondents, an ATM network, online and computer banking, telephone and mobile phone banking, and electronic funds transfer at point of sale (PACs). As of September 30, 2012, it had 978 branches and 3,703 ATMs. Bancolombia S.A. was founded in 1945 and is headquartered in Medellin, Colombia.
Advisors' Opinion:- [By Matt Smith]
Bancolombia appears attractively priced
Another Colombian company that appears under-valued is the Andean country's largest commercial bank Bancolombia (NYSE: CIB ) . For the year-to-date Bancolombia's share price fell 17% because of a weak second quarter bottom-line. This decline was primarily caused by the bank's net income plunging by 41% year-over-year because of mark-to-market losses caused by the value lost in the bank's securities portfolio. - [By Lisa Levin]
Bancolombia SA (NYSE: CIB) shares touched a new 52-week low of $47.94. Bancolombia's trailing-twelve-month ROA is 1.45%.
Posted-In: 52-Week LowsNews Movers & Shakers Intraday Update Markets
Top Supermarket Stocks For 2014: Thermo Fisher Scientific Inc(TMO)
Thermo Fisher Scientific Inc. provides analytical instruments, equipment, reagents and consumables, software, and services for research, manufacture, analysis, discovery, and diagnostics. Its Analytical Technologies segment offers analytical instruments to analyze prepared samples, software interpretation tools, laboratory information management systems, and laboratory automation systems; environmental instruments and integrated systems for environmental monitoring, safety, and security applications; and process instruments, integrated systems, and measurement solutions. It also provides diagnostics products used in healthcare laboratories to prepare and analyze patient samples; and biosciences products comprising reagents and consumables used in life science research, drug discovery, and biopharmaceutical production. The company?s Laboratory Products and Services segment offers laboratory equipment, including sample preparation, environment storage and handling equipment, and laboratory workstations; laboratory consumables; research market solutions consisting of chemicals, instruments and apparatus, liquid handling pumps and devices, and capital equipment and consumables; and healthcare market products comprising analytical equipment, diagnostic tools, and reagents and consumables. It also provides workplace and first responder equipment, protective gear, and apparel; and packaging, warehousing, distribution, labeling, pharmaceutical and biospecimen storage, and analytical laboratory services in the area of drug discovery and pharmaceutical clinical trials. The company serves pharmaceutical and biotechnology companies, hospitals and clinical diagnostic labs, universities, research institutions, government agencies, and environmental and industrial process control settings primarily in the United States, Germany, and the United Kingdom. Thermo Fisher Scientific Inc. was founded in 1956 and is headquartered in Waltham, Massachusetts.
Advisors' Opinion:- [By Rich Smith]
No sooner had Life Technologies Corp. (NASDAQ: LIFE ) announced its successful purchase of KDR Biotech last week, then out came Thermo Fisher Scientific (NYSE: TMO ) with a $13.6 billion bid to buy Life Technologies itself.
- [By Tess Stynes]
General Electric Co.'s(GE) healthcare unit agreed to acquire several of Thermo Fisher Scientific Inc.'s(TMO) life-sciences businesses for roughly $1.06 billion.
- [By Victor Selva]
As we can see, the firm has a lower ROE than Abbott Laboratories (ABT), Thermo Fisher Scientific Inc. (TMO) and CVS Caremark Corporation (CVS).
Final Comment
- [By Holly LaFon]
Besides Yahoo, Loeb�� top holdings are AIG (AIG), Liberty Global Group Inc. (LBTYA) and Thermo Fisher Scientific Inc. (TMO), up 42%, 19% and 17%, respectively, from his average purchase price.
Top Supermarket Stocks For 2014: Reliance Steel & Aluminum Co.(RS)
Reliance Steel & Aluminum Co. operates as a metals service center company primarily in the United States and Canada. The company provides metals processing services and distributes a line of approximately 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products to mills and original equipment manufacturers. Its processing services comprise cutting, leveling, sawing, machining, or electropolishing. The company also offers a range of metal perforating and fabrication services; and steel and alloy pipes, tube and bar products, and precision manufacturing of various tools designed for the global energy service companies. Reliance Steel & Aluminum Co. serves manufacturers and end-users in the general manufacturing, non-residential construction, transportation, aerospace, energy, electronics, and semiconductor fabrication and related industries. As of December 31, 2011, it maintained approximately 220 metals service center processing and distribution facilities in the United States, Belgium, Canada, China, Malaysia, Mexico, Singapore, South Korea, the United Arab Emirates, and the United Kingdom. The company was founded in 1939 and is headquartered in Los Angeles, California.
Advisors' Opinion:- [By Ben Levisohn]
That dynamic means that companies that can benefit from construction strength and cut costs will outperform others. For that reason, Murphy keeps Nucor (NUE) and�Steel Dynamics (STLD) at Buy. He wasn’t so kind to Reliance Steel (RS), US Steel (X) and AK Steel (AKS), which were all cut, though for different reasons.
Top Supermarket Stocks For 2014: Ishares Msci Italy Index Fund (EWI)
iShares MSCI Italy Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Italian market, as measured by the MSCI Italy Index (the Index). The Index seeks to measure the performance of the Italian equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Dan Caplinger]
4. Italy
Some developed markets have also outperformed the Dow Jones Industrials. Italy's market is up 14%, and even the euro's weakness has given U.S. investors in iShares MSCI Italy (NYSEMKT: EWI ) a 12% gain. Europe has made progress toward emerging from recession, and Italy has recovered more than some of its economically healthier peers because of the close brush with sovereign-debt issues that cut confidence in the Mediterranean nation's stock market substantially. As long as the government can keep debt under control, Italy could keep outperforming the Dow. - [By Dan Caplinger and Mike Klesta]
In the following video, Fool markets analyst Mike Klesta talks with Fool contributor Dan Caplinger about three countries with particularly high unemployment rates. As Dan notes, even though the employment picture in Europe is ugly, one of these three countries has made some progress toward getting unemployment under control. Dan also weighs in with some investment ideas for those seeking to bet on a turnaround in Europe, with thoughts for both ETF investors and those who prefer individual stocks (NYSEMKT: EWI ) .
Top Supermarket Stocks For 2014: Anhanguera Educacional Participacoes SA (AEDU3)
Anhanguera Educacional Participacoes SA, formerly Mehir Holdings SA, is a Brazil-based holding company engaged in the education sector. The Company provides higher graduate and postgraduate education through full time and distance learning programs. It is also engaged in the provision of preparatory courses for public competition and other specialization courses. The Company offers the academic programs, such as full time graduate, distance graduate and post-graduate courses. Additionally, the Company provides selected courses through the methodology of distance learning, including graduate, post-graduate and continuous education courses. Anhanguera Educacional Participacoes SA offers its services for working adults and operates in approximately 71 campuses and around 500 learning centers located throughout each of around the 26 Brazilian states. Advisors' Opinion:- [By Ney Hayashi]
Anhanguera Educacional Participacoes SA (AEDU3) tumbled after Brazil�� antitrust regulator signaled it may limit the education company�� merger with competitor Kroton Educacional SA. (KROT3) Lojas Renner SA (LREN3) led retailers higher after a report showed Brazil�� industrial production expanded faster than expected in October, easing concern that growth is faltering.
Top Supermarket Stocks For 2014: Community Health Systems Inc (CYH)
Community Health Systems, Inc., incorporated on June 6, 1996, is an operator of hospitals in the United States. The Company provides healthcare services through the hospitals that it owns and operates in non-urban and selected urban markets throughout the United States. As of December 31, 2012, the Company owned or leased 135 hospitals, Consisting of 131 general acute care hospitals and four standalone rehabilitation or psychiatric hospitals. These hospitals are geographically diversified across 29 states, with an aggregate of 20,334 licensed beds. The Company provides a range of general and specialized hospital healthcare services and other outpatient services to patients in the communities in which the Company are located. Services provided through its hospitals and affiliated businesses include general acute care, emergency room, general and specialty surgery, critical care, internal medicine, obstetrics, diagnostic, psychiatric and rehabilitation services. On March 1, 2012, the Company acquired MetroSouth Medical Center in Blue Island, Illinois. On July 1, 2012, the Company�� subsidiaries acquired all of the assets of Memorial Health Systems in York, Pennsylvania.
Effective January 1, 2012, the Company completed the acquisition of Moses Taylor Healthcare System based in Scranton, Pennsylvania, which is a healthcare system comprised of two acute care hospitals and other healthcare providers. This healthcare system includes Moses Taylor Hospital (217 licensed beds) located in Scranton, Pennsylvania, and Mid-Valley Hospital (25 licensed beds) located in Peckville, Pennsylvania. Effective March 5, 2012, the Company completed a merger with Diagnostic Clinic of Longview, P.A., which is a multi-specialty clinic serving residents of Longview, Texas and surrounding East Texas communities. This healthcare system includes Memorial Hospital (100 licensed beds), the Surgical Center of York, and other outpatient and ancillary services.
The Company provides outpatient services at urg! ent care centers, occupational medicine clinics, imaging centers, cancer centers, ambulatory surgery centers and home health and hospice agencies. In addition to its hospitals and related businesses, the Company also own and operate 64 licensed home care agencies and 31 licensed hospice agencies, located primarily in markets where the Company also operate a hospital. Also, through its wholly owned subsidiary, Quorum Health Resources, LLC, or QHR, the Company provides management and consulting services to non-affiliated general acute care hospitals located throughout the United States.
Advisors' Opinion:- [By Brian Pacampara]
So what: Health Management shares have soared over the past year on excitment over the U.S. health care overhaul, but downbeat full-year guidance is forcing Mr. Market to sober up a bit. Management blamed the bleak view on a difficult operating for in-patient services, triggering concerns in other hospital stocks like Tenet Healthcare (NYSE: THC ) and Community Health Systems (NYSE: CYH ) -- both down about 4% today -- as well.
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