Tuesday, November 4, 2014

Hot International Stocks To Own Right Now

With shares of Dunkin��Brands (NASDAQ:DNKN) trading around $45, is DNKN 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 Movement

Dunkin��Brands owns, operates, and franchises quick service restaurants under the Dunkin���Donuts and Baskin-Robbins brands worldwide. The company operates in four segments, including Dunkin��Donuts U.S., Dunkin��Donuts International, Baskin-Robbins International, and Baskin-Robbins U.S. Its restaurants offer coffee, donuts, bagels, ice cream, frozen beverages, baked goods, and related products. The increasing popularity of the product offerings by Dunkin��Brands is fueling excellent growth for the company.

Dunkin��Brands is hoping that as Europe recovers from its recession, its consumers will be increasingly interested in their favorite Dunkin��indulgences again, and the brand is especially gunning for Germany.�Bloomberg reports that Dunkin��Donuts initially came to Deutschland in 1999 and now has 35 shops there. As Europe bounces back from the recession, the donut company is hoping to capitalize on the region�� biggest economy even more, expecting to increase its shop number to 150 within five years��time. The company is confident that the region�� inhabitants, especially those in places like Hanover, Stuttgart, Munich, and Nuremberg will be eager to jump aboard the coffee and Boston Kreme donut chain once their disposable income rises.

Top 5 Asian Stocks To Invest In 2015: Macy’s Inc (M)

Macy�s, Inc., together with its subsidiaries, operates stores and Internet Websites in the United States. Its retail stores and Internet Web sites sell a range of merchandise, including apparel and accessories for men, women, and children; cosmetics; home furnishings; and other consumer goods. The company also operates Bloomingdale�s Outlet stores that offer a range of apparel and accessories, including ready-to-wear, shoes, fashion accessories, jewelry, handbags, and intimate apparel products. As of January 28, 2012, it operated approximately 840 stores under the names of Macy�s and Bloomingdale�s; and 7 Bloomingdale�s Outlet stores, as well as macys.com and bloomingdales.com. The company was formerly known as Federated Department Stores, Inc. and changed its name to Macy�s, Inc. in June 2007. Macy�s, Inc. was founded in 1820 and is based in Cincinnati, Ohio.

Advisors' Opinion:
  • [By Doug Ehrman]

    Macy's (NYSE: M  )
    From perfume to a treat for the kitchen, Macy's gives you the flexibility to pick something for your mom that is special for her. With countless retail locations and the option to shop online, this is the best broad option on the list. From an investment perspective, Macy's has been slowly grinding higher all year, beating the return of the overall market and showing no signs of slowing down. With a dividend yield of 1.7%, the stock offers the income element of U.S. Treasuries and plenty of upside beyond that.

  • [By DAILYFINANCE]

    Patrick T. Fallon/Bloomberg via Getty Images NEW YORK -- J.C. Penney is opening its doors on Thanksgiving evening to kick off the holiday shopping season, as the beleaguered retailer hopes to get back in the game for the crucial selling period. The Plano, Texas-based chain will be opening most of its 1,100 stores at 8 p.m., the same as rival Macy's (M). The Thanksgiving evening opening is much earlier than last year, when Penney didn't open until 6 a.m. Friday. That made the retailer one of the laggards for the unofficial kickoff to the season. J.C. Penney (JCP) is also bringing back a tradition it ditched last year: it will give away nearly 2 million holiday snow globes starting at 4 a.m. on the Friday after the turkey feast. "Obviously, we were one of the last to open [last year]," said Tony Bartlett, Penney's executive vice president of stores. But he noted this year, "We're all in." He promised that Penney's deals will be at least as good as two years ago and will be much better than last year, when Penney gave away buttons tied to a prize giveaway. Penney is also hiring at least 35,000 seasonal workers for the holidays, nearly 50 percent more than a year ago. The holiday plan is yet another example of how Penney is unraveling the strategies of its former CEO Ron Johnson, who was ousted in April after 17 months on the job amid a botched up plan to reinvent the retailer. Johnson was fired two months after the company announced horrific fourth-quarter results that covered the holiday shopping season. That ended a fiscal year, which finished Feb. 2, in which the Penney amassed almost a billion dollars in losses and a 25 percent drop in sales. Penney brought back Johnson's predecessor, Mike Ullman, as CEO. He is restoring frequent sales and basic merchandise that were eliminated by Johnson who was aiming to attract a more affluent, younger shopper. Shares were down 12 cents to close at $7.35 Thursday and have lost 63 percent of their value since the

  • [By WALLSTCHEATSHEET]

    Macy�� online performance over the past three months hasn�� been good. However, management has been making a lot of wise moves that should lead to investor rewards. While Macy�� wouldn�� be capable of withstanding a severe stock market correction, it�� one of the most well-run retailers in the industry. That being the case, as long the broader market holds, Macy�� should perform well. This is in addition to a generous 2.10 percent yield.

  • [By Douglas A. McIntyre]

    The forecast puts brick-and-mortar companies in more of a bind than e-commerce firms. Amazon.com Inc.’s (NASDAQ: AMZN) revenue in 2008 was only $19.1 million. This year that number is likely to be closer to $90 million. Amazon has sucked much of the air out of the holiday retail room. For contrast, Macy’s Inc. (NYSE: M) revenue for all of last year was $29 billion. For giant Target Corp. (NYSE: TGT), revenue was $73.3 billion for the same period.

Hot International Stocks To Own Right Now: Compugen Ltd.(CGEN)

Compugen Ltd. operates as a drug and diagnostic discovery company based on computer-based discovery capabilities to predict and select novel product candidates. Through in silico prediction and selection, the resulting novel molecules are synthesized and validated utilizing traditional in vitro and in vivo experimental procedures. The company provides these validated product candidates to pharmaceutical, biotech, and diagnostic companies under licensing and other commercialization arrangements. Its research and discovery efforts are focused primarily on therapeutic proteins and peptides, and monoclonal antibodies, and primarily in the fields of immunology and oncology. Its therapeutic peptide and protein related platforms include Protein Family Members Discovery Platform, Protein-Protein Interaction Blockers, GPCR Therapeutic Peptide Ligands, Disease-Associated Conformation Blockers, Intracellular Drug Delivery, Viral Peptides, and Splice Variant based Therapeutic Proteins . The company?s monoclonal antibody related platforms comprise Monoclonal Antibody Targets. Its other therapeutic and diagnostic platforms consist of Nucleic-Acid Disease Markers, Protein Disease Markers, Nucleic-Acid Preclinical Toxicity Markers, Non-SNP Drug Response Markers, and New Indications. Its therapeutic peptide and protein product candidates comprise CGEN-15001, a novel protein for the treatment of autoimmune disorders; CGEN-25017, a novel peptide antagonist of the Angiopoietin/Tie-2 pathway; CGEN-855, a peptide agonist of the FPRL1 GPCR receptor; CGEN-856 and CGEN-857, which are MAS GPCR peptide agonists; CGEN-25007, an antagonist of the gp96 protein; and CGEN-25009, a peptide of the LGR7 receptor. The company also offers monoclonal antibody target product candidates, including CGEN-671, a drug for multiple epithelial tumors; CGEN-928, a drug for multiple myeloma; and CGEN-15001T, a novel B7/CD28 family member. Compugen Ltd. was founded in 1993 and is based in Te l Aviv, Israel.

Advisors' Opinion:
  • [By Sean Williams]

    On Monday, small-cap biotechnology company Compugen (NASDAQ: CGEN  ) gave investors something to cheer about when it announced a collaboration and licensing agreement with Bayer for two of its antibody-based immunotherapies. The deal could be worth as much as $540 million for Compugen and gives the company $10 million upfront, as well as the potential for $30 million more in milestone payments during preclinical trials. The two companies will co-develop these drugs, with Bayer getting worldwide rights upon commercialization (though Compugen would still receive a mid- to high-single-digit royalty). This is great news for Compugen, as it solves the problem of seeking out a partner later, helps reduce its clinical testing costs, and staves off the need to dilute shareholders with a secondary offering to raise cash. Shares added 44% this week.

Hot International Stocks To Own Right Now: ENSCO plc(ESV)

Ensco plc, together with its subsidiaries, provides offshore contract drilling services to the oil and gas industry. The company engages in the drilling of offshore oil and natural gas wells by providing its drilling rigs and crews under contracts with international, government-owned, and independent oil and gas companies. As of February 15, 2010, it owned and operated 42 jackup rigs, 4 ultra-deepwater semisubmersible rigs, and 1 barge rig. The company also has 4 ultra-deepwater semisubmersible rigs under construction. It operates in Asia, the Middle East, Australia, New Zealand, Europe, Africa, and North and South America. The company was formerly known as Ensco International plc and changed its name to Ensco plc in March 2010. Ensco plc was founded in 1975 and is based in London, the United Kingdom.

Advisors' Opinion:
  • [By John Buckingham, Chief Investment Officer, Al Frank Asset Management, Inc. (AFAM)]

    Ensco PLC (ESV) is the world's second largest offshore driller. The firm operates across six continents with one of the newest jackup and deepwater fleets in the contract drilling industry.

  • [By Double Dividend Stocks]

    London-based Ensco plc, (ESV), provides offshore contract drilling services to the oil and gas industry worldwide, and operates a drilling rig fleet of approximately 74 rigs, including 9 drill ships, 13 dynamically positioned semisubmersible rigs, 6 moored semisubmersible rigs, and 46 jackup rigs. ESV currently has the world's second largest offshore rig fleet, behind only Transocean, which has 95 rigs, and just ahead of Noble, (NE), which has 73 rigs. Ensco has the newest fleet of Ultradeepwater rigs, with 3, and, has 4 more on order, which are already contracted.

Hot International Stocks To Own Right Now: SuperValu Inc.(SVU)

SUPERVALU INC., together with its subsidiaries, operates retail food stores in the United States. Its stores offer grocery, general merchandise, health and beauty care, pharmacy, and fuel products. The company operates stores under the Acme, Albertsons, Cub Foods, Farm Fresh, Hornbacher?s, Jewel-Osco, Lucky, Shaw?s, Shop ?n Save, Shoppers Food & Pharmacy, and Star Market banners, as well as in-store pharmacies under the Osco and Sav-on banners. It operates approximately 2,394 traditional and hard-discount retail food stores, including 899 licensed Save-A-Lot stores. The company also offers supply chain services, which include wholesale distribution of products to independent retailers, including single and multiple grocery store independent operators, regional and national chains, mass merchants, and the military customers, as well as provides logistics support services. SUPERVALU was founded in 1871 and is based in Eden Prairie, Minnesota.

Advisors' Opinion:
  • [By Rich Duprey]

    Bought out earlier this year from SUPERVALU (NYSE: SVU  ) by private equity firm Cerberus Capital Management, Albertsons has decided to forgo compiling individual customer shopping habits through loyalty cards at all of its brands, including Acme, Jewel-Osco, Shaw's/Star Market, and its namesake stores. Shoppers might not be aware of the treasure trove of data contained in those plastic store cards you swipe at the beginning of your checkout procedure, but they're a marketer's dream.

  • [By Rich Duprey]

    As mentioned, Kroger is still swallowing Harris Teeter and has said it needs time to make more acquisitions. Royal Ahold (NASDAQOTH: AHONY  ) is also said to be leery about doing large acquisitions these days, while Cerberus recently finished acquiring the Albertsons and Acme chains from SUPERVALU (NYSE: SVU  ) �for $3.3 billion.

  • [By Jeremy Bowman]

    What: SUPERVALU (NYSE: SVU  ) was looking like a steal today, climbing as much as 12% after reporting quarterly earnings this morning.

    So what: The once-battered supermarket stock has come roaring back in the past several months, gaining more than 250% at today's peak from its bottom last fall. SUPERVALU actually opened the day lower as its adjusted earnings fell to negative $0.14 a share from a gain of $0.02 a share in the quarter a year ago. Without adjustments, the company actually lost $6.65 per share this quarter. Still, the stock jumped on comments from management about prospects for its Save-A-Lot chain,�and plans to revamp SUPERVALU's cost structure under the direction of new CEO Sam Duncan. Duncan talked up the steps the company's taken to "right-size" corporate overhead and decentralize leadership in the earnings release.

No comments:

Post a Comment