With shares of Time Warner Cable (NYSE:TWC) trading around $134, is TWC 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 MovementTime Warner Cable is a provider of video, high-speed data, and voice services in the United States, with systems located in five geographic areas: New York, the Carolinas, Ohio, Southern California, and Texas. The company offers its residential and business services customers numerous services over its broadband cable systems. With such a large and growing user base, look for Time Warner Cable to continue to see rising profits from its media, entertainment, and communications offerings.
Time Warner Cable Chair and CEO Rob Marcus has drawn a $160-per-share line in the sand.�Marcus reiterated to Multichannel News that the No. 2 U.S. cable operator is not interested in Charter Communications’ $132.50-per-share bid for the company.�”We were very explicit: We’re not negotiating,” Marcus told Multichannel. “$160 is what it takes to get anything done.” Marcus went further to say that $160 must include $100 per share in cash with a “20 percent collar.” He mentioned, “If any of those elements are not there, then $160 is not interesting.”
5 Best International Stocks To Invest In Right Now: Graco Inc (GGG)
Graco Inc. (Graco), incorporated in 1926, design, manufacture and sell equipment that pumps, meters, mixes, dispenses and sprays a variety of fluids and semi-solids. The Company operates in three segments: Industrial, Contractor and Lubrication. Primary users of its equipment include contractors and original equipment manufacturers, who uses its equipment in a variety of applications in the construction, manufacturing, processing and maintenance industries. Its equipment is used to paint, finish, fill, glue and seal a wide range of goods and materials. Graco sells its equipment through third-party distributors worldwide. The Company sells its products in geographic markets, such as the Americas (North and South America), Europe (including the Middle East and Africa) and Asia Pacific. In January 2014, the Company announced that it has completed the acquisition of QED Environmental Systems and EcoQuip.
Industrial Segment
The segment includes the Industrial Products and the Applied Fluid Technologies divisions. End users of its industrial equipment require solutions to their manufacturing and maintenance challenges and are driven to purchase its industrial equipment by the return on investment that its products provide. The Industrial Products division markets its equipment and services to customers who manufacture, assemble, maintain, repair and refinish products, such as appliances, vehicles, airplanes, electronics, cabinets and furniture, and other articles. In addition to marketing its equipment to customers in similar industries, the Applied Fluid Technology division also sells to contractors who use its plural component equipment to apply foam insulation and protective coatings to buildings and other structures. Most Industrial segment equipment is sold worldwide through general and specialized third-party distributors, integrators, design centers, original equipment manufacturers and material suppliers.
The Industrial Products division focuses its product de! velopment and sales on two main applications: equipment that applies paint and other coatings to products, such as motor vehicles, appliances, furniture and other industrial and consumer products (finishing), and process pump equipment that moves and dispenses chemicals and liquid and semi-solid foods (process pumps). It�� finishing equipment pumps, meters and applies liquids on all types of wood, metal and plastic. Manufacturers in the automotive, automotive feeder, truck/bus/recreational vehicle, military and utility vehicle, aerospace, farm and construction, wood and general metals industries use its liquid finishing products. Its liquid finishing equipment includes paint circulating and paint supply pumps, paint circulating advanced control systems, plural component coating proportioners, various accessories to filter, transport, agitate and regulate fluid, and spare parts, such as spray tips, seals and filter screens.
The Company�� process pumps move chemicals, petroleum, food and other fluids. Manufacturers and processors in the food and beverage, dairy, pharmaceutical, cosmetic, oil and gas, electronics, wastewater, mining and ceramics industries use its process pumps. It offers pumps for sanitary applications, including Food and Drug Administration (FDA )-compliant 3-A sanitary pumps, diaphragm pumps, transfer pumps and drum and bin unloaders. Its process pumps provide a mechanized solution to a manual process in a factory of moving fluids from large barrels into equipment that dispenses the fluid into jars or other containers. During the year ended December 31, 2011, the Company purchased certain peristaltic pumps assets of Eccentric Pumps, LLC, provided the Company with an entry into the industrial peristaltic pump industry.
The Applied Fluid Technologies division directs its engineering, sales and marketing efforts toward two types of applications: equipment to pump, meter, mix and dispense high performance protective coatings and polyurethane foam (protective c! oatings a! nd foam); and equipment to pump, meter, mix and dispense sealants, adhesives, molded polyurethane parts and composites (advanced fluid dispense). It offers sprayer systems and plural component proportioning equipment to apply protective coatings and foam to a wide variety of surfaces. Reactor plural component pumps are used to apply foam to insulate things, such as walls, water heaters, refrigeration, and hot tubs, create commercial roofing membranes and for packaging, architectural design and cavity filling. This equipment is also used to apply two-component polyurea coatings to tanks, pipes, roofs, truck beds and foundations.
Graco�� XM Plural-Component Sprayer series is and XP70 plural component sprayers are used for corrosion-control applications, such as tank and pipeline coatings, shipbuilding, marine and railcar maintenance, wind tower coating, bridge and infrastructure projects and coating structural steel. The XM sprayers provide precise and variable ratio control in a highly configurable system. The XP70 sprayers are fixed ratio units and intended for applications where variable ratio capability is not required. It offers pumps, meters, applicators and valves for the metering, mixing and dispensing of precision beads of sealant and adhesive to bond, mold, seal, vacuum encapsulate, pot, laminate and gasket parts and devices in a variety of industrial applications. The HFR Metering System is an in-plant, hydraulic, fixed-ratio metering system that applies a range of materials used for noise dampening, insulation and structural integrity. It also offers advanced composites equipment, which includes gel coat equipment, chop and wet-out systems, resin transfer molding systems and applicators , which are used for example in the manufacture of vehicles, aircraft, boats, wind turbines and bridge materials.
Contractor Segment
The Contractor segment directs its product development, sales and marketing of three applications: paint, texture, and pavement mainten! ance. The! Contractor segment markets airless paint and texture sprayers (air, gas, hydraulically- and electrically-powered), accessories, such as spray guns, hoses and filters and spare parts, such as tips and seals to professional painters in the construction and maintenance industries, tradesmen and do-it-yourselfers. The products are distributed primarily through distributor outlets whose main products are paint and other coatings. Contractor products are also sold through general equipment distributors. Certain sprayers and accessories are distributed globally through the home center channel.
Contractor equipment encompasses a variety of sprayers, including sprayers that apply markings on roads, parking lots, fields, bike paths, crosswalks and floors; texture to walls and ceilings; highly viscous coatings to roofs; and paint to walls and structures. Many of these sprayers and their accessories contain one or more technological features, such as micro-processor-based controls for consistent spray and protective shut-down, a pump that may be removed and re-installed without tools, an easy-clean feature, gas/electric convertibility, and a durable pump finish. The Company offers a line of professional grade handheld paint sprayers, and in 2011, it introduced a fine finish handheld paint sprayer that sprays lacquers, varnishes, urethanes, sealers, stains and enamels. Contractor equipment also includes pressure washers, and scarifiers that remove markings on roads and other surfaces.
Lubrication Segment
The Lubrication segment focuses its engineering, marketing and sales of two lubrication applications: vehicle services and industrial. The Lubrication segment markets and sells its lubrication equipment worldwide, although the bulk of its sales come from North America. Its lubrication products are sold through independent third party distributors and oil jobbers, and directly to original equipment manufacturers. The Company supplies pumps, hose reels, meters, valves and accessorie! s to the ! motor vehicle lubrication industry. Its customers include fast oil change facilities, service garages, fleet service centers, automobile dealerships and auto parts stores.
In industrial lubrication, the Company offers systems, components, and accessories for the automatic lubrication of industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles. Industries served include gas transmission and petrochemical, pulp and paper, mining and construction, agricultural equipment, food and beverage, material handling, metal manufacturing and wind energy. It offers products that automatically lubricate bearings, gears and generators, and products that evacuate and dispense oil, grease, anti-freeze and hydraulic fluids, from wind power components.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, fluid handling solutions specialist Graco (NYSE: GGG ) has earned a respected four-star ranking.
- [By Seth Jayson]
Graco (NYSE: GGG ) is expected to report Q1 earnings on April 24. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Graco's revenues will increase 16.1% and EPS will expand 25.9%.
Best US Stocks To Watch For 2014: Owens-Illinois Inc.(OI)
Owens-Illinois, Inc., through its subsidiaries, manufactures and sells glass container products primarily in Europe, North America, South America, and the Asia Pacific. The company produces glass containers for beer, ready-to-drink low alcohol refreshers, spirits, wine, food, tea, juice, and pharmaceuticals, as well as for soft drinks and other non-alcoholic beverages, including returnable/refillable glass containers. It serves brewers, wine vintners, distillers, and food producers. The company sells its products directly to customers under annual or multi-year supply agreements, as well as through distributors. Owens-Illinois, Inc. was founded in 1903 and is headquartered in Perrysburg, Ohio.
Advisors' Opinion:- [By Ben Eisen and Saumya Vaishampayan]
Owens Illinois Inc. (OI) �was down 2.1% Friday. Analysts at Bank of America Merrill Lynch reportedly downgraded the glass company to neutral from buy , according to the Analyst Ratings Network.
- [By Anora Mahmudova]
Owens Illinois Inc. (OI) �fell 1.9%. Analysts at Bank of America Merrill Lynch reportedly downgraded the glass company to neutral from buy , according to the Analyst Ratings Network.
- [By Jon C. Ogg]
Owens-Illinois Inc. (NYSE: OI) was upgraded to Overweight from Neutral by J.P. Morgan, sending shares up almost 4%.
Also see a guide to oil and stocks based up military action in Syria �prepared by UBS.
Best US Stocks To Watch For 2014: Robogroup TEK Ltd (ROBO)
RoboGroup T.E.K Ltd. is a global, diversified enterprise with proprietary technologies on the forefront of robotics, motion control and technology education. RoboGroup's activities are organized in two related business operations: Yaskawa Eshed Technology (YET) and Intelitek.
YET, a joint venture with Japan's Yaskawa Electric Corp., which provides industrial motion controls, particularly those based on its algorithms. Intelitek, which develops, manufactures and markets training products and e-learning systems. Intelitek�� broad educational product line covers subjects such as computer-aided design, computer-aided manufacturing, configurable network computing, robotics, machine vision, hydraulics, pneumatics, sensors, process control and data acquisition. Intelitek also designs and produces integrated and customized manufacturing workcells, ranging from small-scale flexible manufacturing systems to complete computer integrated manufacturing systems.
Advisors' Opinion:- [By Matt Krantz]
Another way for investors to play the robotics industry is a new exchange traded fund, Robo-Stox Robotics & Automation (symbol: ROBO). The ETF owns a basket of robotics and automation stocks. One major caution, though, is that not all the stocks in the ETF are those investors traditionally think of when it comes to robotics. The largest weighting is in 3D Systems, a maker of a 3D printer, and Faro Technologies, which makes measurement devices. But none of the stocks in the ETF account for more than 4% of the total value, so the diversification helps give investors a way to play the speculative industry.
- [By John Udovich]
Spruce Point Capital Management, LLC has released a research report about small cap robotics stock iRobot Corporation (NASDAQ: IRBT) entitled ��bout to Short Circuit,��meaning investors should take a closer look at the report, the�stock�and the performance of�robotics peer Adept Technology Inc (NASDAQ: ADEP) and�the Robo-Stox Global Robotics & Automation ETF (NASDAQ: ROBO). I should mention that we used to have both Adept Technology and iRobot Corporation in our SmallCap Network Elite Opportunity (SCN EO) portfolio�because we see the�robotics subsector improving as companies aim to reduce overhead and improve efficiencies through machine to machine (M2M) automation.
Best US Stocks To Watch For 2014: Sealed Air Corporation(SEE)
Sealed Air Corporation, through its subsidiaries, provides food safety and security, facility hygiene, and product protection solutions worldwide. Its Food Packaging segment provides shrink bags and vacuum packaging products; packaging materials for cook-in applications; laminated and coextruded rollstock packaging materials used in thermoforming and form, fill, and seal applications; and associated packaging equipment and systems, including bag loaders, dispensers, and vacuum chamber systems. The company?s Food Solutions segment offers case-ready packaging offerings; ready meals packaging technologies; vertical pouch packaging solutions for packaging flowable food products; foam and plastic trays; absorbent products for food packaging; and related packaging equipment, including vacuum chamber systems. Its Protective Packaging segment provides air cellular packaging materials; polyolefin performance shrink films for product display; shrink packaging equipment systems; pol yurethane foam packaging systems that provide protective packaging; lightweight and tear-resistant mailers and bags; inflatable packaging systems; paper cushioning systems that include recycled paper and automated dispensing equipment; paper packaging products; and suspension and retention packaging products. The company?s Diversey Segment offers a range of products and services, such as kitchen cleaning products; food and beverage and manufacturing and processing products; floor care products and systems; restroom care and other housekeeping products; and laundry products, as well as consulting services. Sealed Air Corporation also provides specialty materials products to fabricators and manufacturers; and medical applications products and solutions to medical device manufacturers and pharmaceutical companies. The company markets its products primarily under the Bubble Wrap, Cryovac, and Diversey brands. Sealed Air Corporation was founded in 1960 and is headquartered in El mwood Park, New Jersey.
Advisors' Opinion:- [By Ben Levisohn]
Sealed Air�(SEE) has fallen 0.7% to $28.35 after the food-safety company was downgraded to Equal Weight from Overweight at�Barclays.
Towers Watson�(TW) has dropped 0.5% to $102.49 after it was cut to Neutral from Overweight at JPMorgan. It was also upgraded to Buy from Hold at Deutsche Bank.
Best US Stocks To Watch For 2014: Exide Technologies (XIDEQ)
Exide Technologies, incorporated on November 23, 1966, is engaged in stored electrical energy solutions, and is a manufacturer and supplier of lead-acid batteries for transportation and industrial applications in the worldwide. Exide operates in four business segments: Transportation Americas, Transportation Europe and ROW, Industrial Energy Americas, and Industrial Energy Europe and ROW. The Company�� operations in the Americas as well as Europe and Rest of World (ROW) represented approximately 42% and 58%, respectively, during the fiscal year ended March 31, 2013 (fiscal 2013), net sales.
Transportation
The Company�� transportation batteries include starting lighting and ignition (SLI) batteries for cars, trucks, off-road vehicles, agricultural and construction vehicles, motorcycles, recreational vehicles, marine, and other applications including Micro-hybrids. The Company�� principal batteries sold in the transportation markets are represented by brands: Exide, Exide Extreme, Exide NASCAR Select, Centra, DETA, Orbital, Fulmen, and Tudor, as well as other brands under various private labels. The market for transportation batteries is divided between sales to aftermarket customers and original equipment manufacturers (OEMs). Transportation segments represented approximately 61% of the Company�� net sales in fiscal 2013. Within the transportation segments, aftermarket and OEM net sales, including original equipment service (OES) represented approximately 72.1% and 27.9% of fiscal 2013 net sales, respectively.
Some of the Company�� aftermarket customers include Pep Boys, Bosch, Tractor Supply, Canadian Tire, ADI, ATR International, and GroupAuto International. In addition, the Company is also a supplier of authorized replacement batteries for OEMs including the BMW Group, Fiat Group, Honda, Iveco, John Deere, PSA Group, Scania, Volvo Trucks, Toyota, Volkswagen Group, Renault-Nissan, PACCAR, and many others. Some of the Company�� OEM customers include t! he BMW Group, Fiat Group, International Truck & Engine, the PSA group (Peugeot S.A./Citroen), Case/New Holland, John Deere, Renault, Nissan, Scania, Volvo Trucks, Volkswagen Group, Chrysler, Toyota, Jaguar, Land Rover, among others.
In the Americas, the Company sells aftermarket transportation products through various distribution channels, including mass merchandisers, auto parts outlets, wholesale distributors, and battery specialists. The Company sells its OEM transportation replacement products principally through dealer networks. The Company�� Americas operations include a network of 74 branches which sell and distribute batteries and other products to the Company�� distributor channel customers, battery specialists, national account customers, retail stores, and OEM dealers. In addition, these branches collect spent batteries for the Company�� recycling facilities. These operations supply recycled lead for approximately 75 to 80% of Exide�� Transportation and Industrial Energy products manufactured in North America. The recycling facilities also recover and recycle battery acid as well as plastic materials that are used to produce new battery covers and cases.
In Europe and ROW, the Company sells OEM batteries to the light vehicle, light commercial vehicle and commercial vehicle industries. The commercial vehicle industry includes truck manufacturers as well as construction and agriculture vehicle manufacturers. Exide supplies its OEM batteries directly to the assembly plants of its customers. The Company also delivers service and replacement batteries into this segment. Those are either distributed by the OEM customers themselves or delivered directly to the service points through the Exide logistics network. The Company also supplies advanced lead-acid batteries for microhybrid vehicles equipped with carbon dioxide reducing technologies such as Start & Stop with and without regenerative braking systems. It sells Europe and ROW aftermarket batteries primarily th! rough aut! omotive parts and battery wholesalers, mass-merchandisers, auto centers, service installers, and oil companies. Battery specialists sell and distribute batteries to a network of automotive parts retailers, service stations, independent retailers, and garages throughout Europe.
The Company competes with Johnson Controls, Inc. and East Penn Manufacturing.
Industrial Energy
The Company�� Industrial Energy segments supply both motive power and network power applications. Motive power batteries are used in the material handling industry for electric forklift trucks, and in other industries, including floor cleaning machinery, powered wheelchairs, railroad locomotives, mining, and the electric road vehicles market. The battery technologies for the motive power markets include flooded flat plate products, tubular plate products, absorbed glass mat (AGM) products, and gel electrolyte products. The Company also offers a complete range of battery chargers and related equipment for the operation and maintenance of battery-powered vehicles. Network power batteries are used to provide back-up power for use with telecommunications systems, computer installations or data centers, hospitals, air traffic control systems, security systems, utilities, railway and military applications. Telecommunications applications include central and local switching systems, satellite stations, wireless base stations and mobile switches, optical fiber repeating boxes, cable television transmission boxes, and radio transmission stations. The Company�� strongest network power battery brands, Absolyte and Sonnenschein, offer customers the choice of AGM or gel electrolyte valve regulated battery technologies and deliver among the highest energy and power densities in their class.
In the Americas, the Company distributes motive power products and services through multiple channels. These include sales and service locations owned by the Company that are augmented by a network of indep! endent ma! nufacturers��representatives. The Company serves a wide range of customers including OEM suppliers of lift trucks, industrial companies, retail distributors, warehousing companies, and manufacturers. Motive power customers in the Americas include Toyota, MCFA, NACCO, Sears, Toyota, Walmart, and Target. The Company distributes network power products and services through sales and service locations owned by the Company augmented by a network of independent manufacturers��representatives. The Company�� primary network power customers in the Americas include AT&T, APC, Emerson Electric, and Verizon Wireless.
The Company distributes motive power products and services in Europe through in-house sales and service organizations and utilizes distributors and agents for the export of products from Europe to ROW countries. Motive power products in Europe are also sold to a wide range of customers in the aftermarket, ranging from industrial companies and retail distributors to small warehousing and manufacturing operations. Motive power batteries are also sold in complete packages, including batteries, chargers, and increasingly through on-site service. The Company�� OEM motive power customers include Toyota Material Handling, the KION Group, and Jungheinrich. The Company distributes network power products and services in Europe and batteries and chargers in Australia and New Zealand through in-house sales and service organizations. In Asia, products are distributed through independent distributors. The Company utilizes distributors, agents, and direct sales to export products from Europe and North America to ROW. The Company�� primary Network Power customers in Europe and ROW include Deutsche Telecom, Alcatel, Emerson Electric, Ericsson and Siemens Nokia Networks.
The Company competes with EnerSys Inc., East Penn Manufacturing, Hoppecke, MIDAC, GS/Yuasa, Shinkobe and C&D Technologies.
Advisors' Opinion:- [By Rich Duprey]
A real car wreck on the horizon
Already crashing and burning was lead-acid battery maker Exide Technologies (NASDAQOTH: XIDEQ ) , which confirmed it had hired a restructuring specialist to help it cope with is financial situation ahead of some of its debt maturing this fall. It's shares fell almost 48% on the news.
Best US Stocks To Watch For 2014: Westport Innovations Inc(WPRT)
Westport Innovations Inc., together with its subsidiaries, engages in the provision of low-emission engine and fuel system technologies that enable light, medium, heavy-duty, and high-horsepower petroleum-based fuel engines to use natural gas and alternative fuels. The company designs, produces, and sells alternative fuel engines, systems, and components for automotive and industrial markets. It also designs, engineers, and produces natural gas engines for the urban buses, refuse collection trucks, and conventional trucks and tractors, as well as for specialty vehicles. In addition, the company offers 15 litre natural gas engines for the heavy-duty trucking market, as well as is involved in the engineering, design, and marketing of natural gas-enabling technology for the heavy-duty diesel engine and truck market. Westport Innovations Inc. was founded in 1995 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Jason Hall]
What: After today's 7% drop,�Investors�in natural gas engine tech expert�Westport Innovations� (NASDAQ: WPRT ) have been hammered down 58% during the past six weeks. The falling stock price is a product of bad business results, and greater macro fears. On September 30, Westport revised its guidance for the full year down a whopping 25%, and stated that it would fall short of its goal of adjusted EBITDA-positive results for its three operating segments. Management cited Europe -- its biggest market for its core business -- remained soft, along with Russia and China, as well as delays in its co-development agreements with heavy-duty truck and engine makers to bring its high-pressure, direct-injection, or HPDI, technology to the market.�
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