The cruise industry is one of the most underpenetrated markets in the world. Despite a core target audience of 133 million people in the U.S. alone, only 25% of these have lived out the cruise experience. And those who did probably turned either to Royal Caribbean Cruises Ltd. (RCL) or Carnival Corporation (CCL) for a package deal, since these two companies control 75% of the global cruise market. But let�� see what it is about Carnival Corporation that has caught investment guru John Hussman (Trades, Portfolio)�� attention enough to add more of this company�� shares to his portfolio.
Cruising All over the World
As the world�� largest global cruise company, Carnival Corporation owns over 100 ships and operates 10 brands worldwide, which attract an anual customer base of�10 million. This extensive portfolio includes among others the Carnival Cruise Lines, Princess Cruises and Seabourn in North America; AIDA in Germany, Costa Cruises in Southern Europe, and the P&O Cruises in both Australia and the UK. This firm also owns the tour company Holland America Princess Alaska Tours, which operates in Alaska and the Canadian Yukon. However, it�� the company�� 200,000 passenger ship capacity that has allowed it to reach a diverse group of consumers in a lightly penetrated vacation segment, earning it $15.5 billion in revenue.
Best Trucking Companies To Buy For 2015: 3M Company(MMM)
3M Company, together with subsidiaries, operates as a diversified technology company worldwide. The company?s Industrial and Transportation segment offers tapes, coated and non-woven abrasives, adhesives, specialty materials, filtration products, energy control products, closure systems for personal hygiene products, acoustic systems products, and components and products that are used in the manufacture, repair, and maintenance of automotive, marine, aircraft, and specialty vehicles. Its Health Care segment provides medical and surgical supplies, skin health and infection prevention products, inhalation and transdermal drug delivery systems, dental and orthodontic products, health information systems, and food safety products. The company?s Display and Graphics offers optical film solutions for LCD electronic displays; computer screen filters; reflective sheeting for transportation safety; commercial graphics sheeting and systems; and mobile interactive solutions, includin g mobile display technology, visual systems products, and computer privacy filters. The company?s Consumer and Office segment provides office supply products, stationery products, construction and home improvement products, home care products, protective material products, certain consumer retail personal safety products, and consumer health care products. Its Safety, Security and Protection Services segment offers personal protection products, safety and security products, cleaning and protection products for commercial establishments, track and trace solutions, and roofing granules for asphalt shingles. The company?s Electro and Communications segment provides packaging and interconnection devices; fluids that are used in the manufacture of computer chips, and for cooling electronics and lubricating computer hard disk drives; high-temperature and display tapes; insulating materials, including tapes and resins; and related items. The company was founded in 1902 and is based in St. Paul, Minnesota.
Advisors' Opinion:- [By Ben Levisohn]
After last week’s record high, the S&P 500 looked poised for a breakout. Then reality took over, as Russian troops landed in Ukraine, world markets shuddered, and U.S. stocks followed suit thanks to drops in 3M (MMM), Visa (V) and Walt Disney (DIS).
- [By Laura Brodbeck]
Earnings reports expected on Thursday include:
Amazon.com, Inc.(NASDAQ: AMZN) is expected to report a third quarter loss of $0.09 per share on revenue of $16.77 billion, compared to last year�� loss of $0.60 on revenue of $13.81 billion. Microsoft Corporation (NASDAQ: MSFT) is expected to report EPS of $0.54 on revenue of $17.79 billion, compared to last year�� EPS 0f $0.53 on revenue of $16.01 billion. Ford Motor Company (NYSE: F) is expected to report third quarter EPS of $0.37 on revenue of $33.98 billion, compared to last year�� EPS 0f $0.40 on revenue of $30.25 billion. 3M Company (NYSE: MMM) is expected to report third quarter EPS of $1.75 on revenue of $7.85 billion, compared to last year�� EPS 0f $1.65 on revenue of $7.50 billion. Raytheon Company (NYSE: RTN) is expected to report third quarter EPS of $1.33 on revenue of $5.81 billion, compared to last year�� EPS of $1.51 on revenue of $6.04 billion.Economics
Top 10 Canadian Companies For 2014: Enerplus Corporation (ERF)
Enerplus Corporation, together with subsidiaries, engages in the exploration and development of crude oil and natural gas in United States and Canada. As of December 31, 2011, it had 322 MMBOE of proved plus probable reserves. The company also held a portfolio of approximately 380,000 net acres of land comprised of 75,000 net acres at Fort Berthold targeting the Bakken and Three Forks; 65,000 net acres in the Duvernay; 33,000 net acres in the Montney; 67,000 net acres in the Stacked Mannville; 30,000 net acres in the Cardium and other emerging oil plays in Canada; and 110,000 net acres in the Marcellus. In addition, it had 120 gross producing wells. The company was founded in 1986 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Rich Duprey]
Canadian oil and gas producer�Enerplus� (NYSE: ERF ) �announced yesterday�its June monthly dividend of $0.09 Canadian per share, which is equivalent to $0.09 U.S. per share at an exchange rate of 0.9699.
- [By Dan Caplinger]
The biggest worry that some investors have about Pengrowth is that its dividend is large compared to its earnings. Similar issues forced Penn West Petroleum (NYSE: PWE ) , also a former Canroy, to cut its dividend a couple months ago. Although extraordinary measures have helped Pengrowth and Enerplus (NYSE: ERF ) sustain payouts at levels that were last reduced in the middle of 2012, both companies could eventually see further pressure on their payouts in future.
Top 10 Canadian Companies For 2014: Transdigm Group Incorporated(TDG)
TransDigm Group Incorporated designs, produces, and supplies engineered aircraft components for use on commercial and military aircraft principally in the United States. The company?s products include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, pumps and valves, power conditioning devices, AC/DC electric motors and generators, NiCad batteries and chargers, engineered latching and locking devices, rods and locking devices, engineered connectors and elastomers, cockpit security components and systems, cockpit displays, aircraft audio systems, lavatory components, engineered interior surfaces, and lighting and control technology. Its customers comprise distributors of aerospace components; commercial airlines, including national and regional airlines; commercial transport and regional and business aircraft original equipment manufacturers (OEMs); various armed forces of the United States and foreign governments; defense OEMs; system suppliers; and various other industrial customers. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
Advisors' Opinion:- [By Monica Wolfe]
TransDigm Group (TDG)
Fournier maintains his largest position in TransDigm Group where he holds 2,152,710 shares. His position in TransDigm represents 4.30% of the company�� shares outstanding and 6.3% of his total portfolio.
- [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 TransDigm Group (NYSE: TDG ) , whose recent revenue and earnings are plotted below. - [By Brendan Mathews]
We asked which current CEOs fit the�Outsiders�mold. Thorndike reeled off a short list of names, but he started with Michael Pearson of�Valeant Pharmaceuticals� (NYSE: VRX ) . He went on to mention Nicholas Howley of�TransDigm Group� (NYSE: TDG ) , and Rich Kinder of�Kinder Morgan� (NYSE: KMI ) .�
Top 10 Canadian Companies For 2014: Abbott Laboratories(ABT)
Abbott Laboratories engages in the discovery, development, manufacture, and sale of health care products worldwide. The company offers adult and pediatric pharmaceuticals for rheumatoid and psoriatic arthritis, ankylosing spondylitis, psoriasis, and Crohn's disease; dyslipidemia; HIV infection; prostate cancer, endometriosis and central precocious puberty, and anemia caused by uterine fibroids; respiratory syncytial virus; adult males who have low or no testosterone; secondary hyperparathyroidism; hypothyroidism; and pancreatic exocrine insufficiency, as well as anesthesia products. It also provides diagnostic products, such as immunoassay systems; chemistry systems; assays used for screening and/or diagnosis for drugs of abuse, cancer, therapeutic drug monitoring, fertility, physiological, and infectious diseases; instruments that automate the extraction, purification, and preparation of DNA and RNA from patient samples, and detect and measure infections agents; genomic-b ased tests; hematology systems and reagents; and point-of-care diagnostic systems and tests for blood analysis. In addition, the company offers a line of pediatric and adult nutritional products. Further, it provides coronary, endovascular, vessel closure, and structural heart devices, such as drug-eluting stent systems, coronary metallic stents, balloon dilatation products, coronary guidewires, vessel closure devices, carotid stent systems, percutaneous valve repair systems, and drug eluting bioresorbable vascular products. Additionally, the company provides blood glucose monitoring meters, test strips, data management software, and accessories for people with diabetes; and medical devices for the eye, including cataract surgery, lasik surgery, contact lens, and dry eye products, as well as branded generic pharmaceutical products. Abbott primarily serves retailers, wholesalers, hospitals, and health care facilities. Abbott was founded in 1888 and is headquartered in Abbott Park, Illinois.
Advisors' Opinion:- [By Keith Speights]
Abbott Laboratories (NYSE: ABT ) stock is down almost 8% since the end of May. Is now a good time to buy? Let's take a look.
Anatomy of a pullback
There's no question that Abbott started 2013 with a bang. The year began with the spinoff of AbbVie (NYSE: ABBV ) . By the latter part of May, shares were up more than 20%. Then came the slide. - [By Maxx Chatsko]
After spinning off its pharmaceutical business -- and most of its dividend, essentially -- you may think Abbott Laboratories (NYSE: ABT ) is relegated to a boring medical-device company. Heart stents just aren't as sexy as the megablockbuster drugs now being wielded by AbbVie� (NYSE: ABBV ) . The spinoff also took a promising�pipeline and most of the former company's dividend, which may make investors think twice about owning a slow-growing, mediocre-paying company such as Abbott.�
- [By Rich Duprey]
Medical device and branded generics maker�Abbott (NYSE: ABT ) announced today its third-quarter dividend of $0.14 per share, the same rate it's paid for the past two quarters. Before that, the payout had been $0.51 per share, but on January 1�Abbott spun off to investors its research-based pharmaceuticals business into a new company, AbbVie (NYSE: ABBV ) .
- [By Kelley Wright]
Abbott Laboratories (ABT) is a well-established, global health care company with an S&P ����Quality Ranking. Fiscal year free operating cash flow is three times its dividend, which is no surprise for this long-time Dividend Aristocrat. A solid anchor position for any portfolio.
Top 10 Canadian Companies For 2014: Windstream Corporation(WIN)
Windstream Corporation provides communications and technology solutions in the United States. The company offers various solutions, including IP-based voice and data services, multiprotocol label switching (MPLS) networking, data center and managed services, hosting services, and communications systems to businesses and government agencies. It also provides high-speed Internet, voice, and digital television services to residential customers primarily located in rural areas. The company?s data services include data center and managed hosting, MPLS networking, and dedicated access, as well as high-speed Internet to business customers; integrated solutions consist of multiple voice and data services delivered over an IP connection; voice services comprise local and long distance, call waiting, caller identification, and voicemail; and special access services include point-to-point switching arrangements for voice and data traffic. In addition, it provides wholesale services, which primarily include voice and data services on a wholesale basis to other carriers; usage sensitive services to long distance companies; and other local exchange carriers for access to the network in connection with the completion of long-distance calls, as well as reciprocal compensation received from wireless and other local connecting carriers for the use of its facilities. As of June 30, 2011, the company served approximately 3.3 million access lines, 1.3 million high-speed Internet customers, and operated approximately 60,000 fiber route miles. Windstream Corporation is based in Little Rock, Arkansas.
Advisors' Opinion:- [By David Dittman]
Question: Windstream Holdings Inc (NYSE: WIN) has moved up significantly since your ��ell��recommendation. What is the reason? Short covering? The company continues to support the dividend. What is your expectation?
- [By Anders Bylund]
Windstream Holdings (NASDAQ: WIN ) reported second-quarter results on Thursday morning. The regional telecom and business-focused data services specialist saw sales fall 2% year over year, landing at $1.47 billion. Windstream grew its list of enterprise customers by 3%, while all other divisions reported annual subscriber shrinkage.
Top 10 Canadian Companies For 2014: Transcananda Pipelines Ltd.(TRP)
Transcanada Corporation operates as an energy infrastructure company in North America. The company operates in three segments: Natural Gas Pipelines, Oil Pipelines, and Energy. The Natural Gas Pipelines segment develops and operates energy infrastructure, including natural gas pipelines and regulated gas storage facilities. Its network of natural gas pipelines extends approximately 60,000 km tapping into gas supply basins in North America. The Oil Pipelines segment operates Keystone crude oil pipeline system, which includes completed 3,467 km Wood River/Patoka and Cushing Extension phases, and the proposed 2,673 km U.S. Gulf Coast Expansion. The Energy segment engages in the acquisition, development, construction, ownership, and operation of electrical power generation plants; the purchase and marketing of electricity; the provision of electricity account services to energy and industrial customers; and the development, construction, ownership, and operation of non-regulat ed natural gas storage in Alberta. The company was founded in 1951 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Tyler Crowe]
By now, you've probably heard about�TransCanada's� (NYSE: TRP ) �Keystone XL pipeline. For even the most casual observer of the energy industry, this project has been the spark that has ignited political debates ranging from environmental hazards and emission of greenhouse gases to North American energy independence. In Tuesday's speech on climate change, President Obama made a point to discuss the Keystone XL pipeline and its role in the United States:
Top 10 Canadian Companies For 2014: Consolidated Graphics Inc. (CGX)
Consolidated Graphics, Inc., together with its subsidiaries, provides general commercial printing and print-related services in the United States and internationally. The company�s services include traditional print services, such as electronic prepress, digital and offset printing, finishing, and storage and delivery of custom manufactured printed documents; and fulfillment and mailing services for such printed materials. It also offers technology solutions that enable its customers to procure and manage printed materials and/or design, procure, distribute, track, and analyze results of printing-based marketing programs and activities; and multi-media capabilities, which allow customers to supplement the message of their printed materials through other media, such as the Internet, email, or text messaging. The company prints multi-color marketing materials, product and capability brochures, point-of-purchase displays, packaging, direct mail pieces, shareholder communicat ions, trading cards, calendars, and photo books, as well as customized materials for the financial services, insurance, healthcare, and other industries. In addition, it offers e-commerce software solutions and other print-related services. The company�s customers include national and local corporations operating in a range of industries, as well as advertising agencies, graphic design firms, catalog retailers, direct mail marketers, state and local governments and quasi-governmental agencies, educational institutions, not-for-profit associations, and political campaign organizations. Consolidated Graphics, Inc. was founded in 1985 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Seth Jayson]
Consolidated Graphics (NYSE: CGX ) reported earnings on May 15. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q4), Consolidated Graphics met expectations on revenues and crushed expectations on earnings per share. - [By Monica Gerson]
Breaking news
Starwood Hotels & Resorts Worldwide (NYSE: HOT) reported a gain in its third-quarter core earnings and lifted its full-year earnings forecast. To read the full news, click here. Procera Networks (NASDAQ: PKT) and Skyfire, a fully-owned subsidiary of Opera Software, today announced a joint solution and partnership to tackle the rapid growth of video traffic on global mobile networks, based on an open, scalable ICAP architecture. To read the full news, click here. R. R. Donnelley & Sons Company (NASDAQ: RRD) and Consolidated Graphics (NYSE: CGX) jointly announced today that they have signed a definitive agreement by which RR Donnelley will acquire Consolidated Graphics, a provider of digital and commercial printing, fulfillment services, print management and proprietary Internet-based technology solutions. To read the full news, click here. Dunkin' Brands Group (NASDAQ: DNKN) reported a 36% rise in its third-quarter income. To read the full news, click here.Posted-In: Jobless Claims JP Morgan US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets
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