Don�� count on the stock market continuing to soar in 2014. The U.S. economy seems to be picking up steam, but compared with historical averages most large-company stocks are somewhat overpriced relative to earnings and revenues. Most small companies are richly priced; stocks in developed Europe and emerging markets are cheaper, but they face stronger economic and political headwinds.
See Also: 24 Stock Picks for 2014
What to do? For the most part, you should stick with blue chips, both here and in established overseas markets. Not only are they less expensive, but they��l also likely hold up much better in selloffs. The one exception: Emerging markets. While most are troubled, their economies remain the world�� fastest-growing, so they offer potential for superior gains.
Best Forestry Stocks To Own For 2015: Apple Inc.(AAPL)
Apple Inc., together with subsidiaries, designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. The company sells its products worldwide through its online stores, retail stores, direct sales force, third-party wholesalers, resellers, and value-added resellers. In addition, it sells third-party Mac, iPhone, iPad, and iPod compatible products, including application software, printers, storage devices, speakers, headphones, and other accessories and peripherals through its online and retail stores; and digital content and applications through the iTunes Store. The company sells its products to consumer, small and mid-sized business, education, enterprise, government, and creative markets. As of September 25, 2010, it had 317 retail stores, including 233 stores in the United States and 84 stores internationally. The company, formerly known as Apple Computer, Inc., was founded in 1976 and is headquartered in Cupertino, California.
Advisors' Opinion:- [By Steve Symington]
Going back to Tuesday's shareholder meeting, though, this is also why we shouldn't be particularly surprised that BlackBerry CEO Thorsten Heins told investors the business has become "difficult to forecast" with regard to many of the typical smartphone-related metrics analysts have grown accustomed to using with more dominant smartphone players such as Apple (NASDAQ: AAPL ) and Samsung.
- [By GuruFocus]
While BlackBerry was a must-have in the corporate world, the profit margin of Research-In-Motion has started to decline. This was well before Apple (AAPL) released its first iPhone. Again as pointed by Adib, value investors did not buy into RIMM while it was traded at $140 because the P/E ratio then was 45. Value investors bought into RIMM while it was traded at $30-40 because the P/E ratio was at 10. This was in 2009 and the decline in profit margin had been happening for three years.
- [By Eric Bleeker, CFA, Jason Moser, and Chris Hill]
While all the noise in the TV space continues to surround larger names such as an Xbox One or�Apple's (NASDAQ: AAPL ) planned TV attempts.�Intel� (NASDAQ: INTC ) has been working in the background to create its own television offering: a set-top box that will deliver programming via broadband connections.�
Best Blue Chip Companies To Watch For 2014: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Valuentum]
Global fast food giant McDonald's (MCD) announced that it will increase its quarterly cash dividend 5% to $0.81 per share--an annual run-rate of $3.24 per share. This is in-line with our prediction that McDonald's next dividend increase would be 5% to $3.24 per annum. Interestingly, this will be the second consecutive year that McDonald's increased its dividend at a single-digit pace.
- [By Alex Planes]
Precious hamburgers (and the stock is pretty valuable, too)
McDonald's (NYSE: MCD ) went public on April 21, 1965. Although only a decade removed from Ray Kroc's first franchise, McDonald's was already growing rapidly, and at the time of its IPO there were more than 700 franchises scattered across the United States. It continued to grow rapidly, passing $1 billion in sales seven years after its IPO and reaching 10,000 global locations by 1988. Four decades after its IPO, McDonald's made up about 2.5% of all the restaurants in the United States -- but it accounted for about 7.3% of total U.S. restaurant revenue. It should come as no surprise, then, that the company's stock was one of the market's best performers during those four decades. - [By Rich Duprey]
Burger joint McDonald's (NYSE: MCD ) announced today that global same-store sales rose 2.6% in May, with the best results in its major segments seen in the U.S., where comps rose 2.4%. Total company sales were�3.6% higher, or up 5.2% in constant currency.
Best Blue Chip Companies To Watch For 2014: Colgate-Palmolive Company(CL)
Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products, including toothpaste, toothbrushes, and mouth rinses, as well as dental floss and pharmaceutical products for dentists and other oral health professionals; personal care products, such as liquid hand soap, shower gels, bar soaps, deodorants, antiperspirants, shampoos, and conditioners; and home care products comprising laundry and dishwashing detergents, fabric conditioners, household cleaners, bleaches, dishwashing liquids, and oil soaps. The company offers its oral, personal, and home care products under the Colgate Total, Colgate Max Fresh, Colgate 360 Advisors' Opinion:
- [By Jon C. Ogg]
Colgate-Palmolive Co. (NYSE: CL) was raised to Overweight from Equal Weight and the price target is now $68 (versus a $59.93 close) at Morgan Stanley.
- [By Lee Jackson]
Colgate-Palmolive Co. (NYSE: CL) is a top consumer staples name to make the UBS. Colgate sells its products in more than 200 countries and makes more than 75% of its revenue outside the United States, which provides geographic diversification and growth opportunities in emerging markets for the company. This diversity, matched with a huge list of consumer products, keeps revenues and dividends growing. Investors are paid a 2.3% dividend. The consensus target is $67.14. Colgate closed Tuesday at $64.34.
- [By TaniaC]
Colgate-Palmolive Company (CL) is a consumer products company whose products are marketed in over 200 countries and territories throughout the world. It operates in two segments: Oral, Personal and Home Care and Pet Nutrition.
- [By Ben Levisohn]
Shares of Procter & Gamble have dropped 3.2% during the past 12 months, lagging Unilever’s (UL) 2.5% rise, Colgate-Palmolive’s (CL) 8.7% advance and Kimberly-Clark’s (KMB) 3.1% gain.
Best Blue Chip Companies To Watch For 2014: Visa Inc.(V)
Visa Inc., a payments technology company, engages in the operation of retail electronic payments network worldwide. It facilitates commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses, and government entities. The company owns and operates VisaNet, a global processing platform that provides transaction processing services. It also offers a range of payments platforms, which enable credit, charge, deferred debit, debit, and prepaid payments, as well as cash access for consumers, businesses, and government entities. The company provides its payment platforms under the Visa, Visa Electron, PLUS, and Interlink brand names. In addition, it offers value-added services, including risk management, issuer processing, loyalty, dispute management, value-added information, and CyberSource-branded services. The company is headquartered in San Francisco, California.
Advisors' Opinion:- [By Wallace Witkowski]
This will be a ��ow-a-day��week of quarterly results with Merck & Co. (MRK) �on Monday, Pfizer Inc. (PFE) �on Tuesday, Visa Inc. (V) �on Wednesday, Exxon Mobil Corp. (XOM) �on Thursday, and Chevron Corp. (CVX) �on Friday.
- [By Steven Russolillo]
Visa(V) is the only Dow component that currently has a stock price above $200. Eight companies have stock prices above $100 as of Thursday’s close.
- [By Jim Jubak]
And it's easy to understand why. Alibaba's offering��ikely in New York rather than Hong Kong��ould well come in as the biggest IPO ever, easily surpassing the $16.1 billion Facebook (FB) raised in 2012 and the $19.65 billion raised in Visa's (V) 2008 offering.
- [By Selena Maranjian]
Visa (NYSE: V ) saw its global brand value surge 46%, to $56 billion. The company is extremely global, operating in more than 200 nations, and it's poised to profit as more and more people and businesses shift from cash transactions to electronic ones. Its presence in emerging markets is also a good thing to see among stock picks, as such economies are growing rapidly -- and for Visa, that means more people beginning to use plastic for purchases. Meanwhile, our recovering economy is leading to an uptick in credit payments. The fast-growing company's forward P/E is 21, well below its five-year average of 41. Visa is far bigger than its rivals, although�MasterCard�is doing particularly well globally.
Best Blue Chip Companies To Watch For 2014: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [By Damian Illia]
In a previous article we saw the 13-F's holdings of Absolute Return Investors. Here, let麓s analyze one of them, Chevron Corporation (CVX), and see if it is appropriate to be in that long portfolio. The firm does not need too much introduction. The company�� upstream operations include exploring, developing and producing crude oil and natural gas, and processing, liquefaction, transportation and regasification associated with liquefied natural gas. The company�� downstream operations include refining crude oil into petroleum products, and manufactures and markets commodity petrochemicals, plastics for industrial uses and fuel and lubricant additives. The firm's largest competitors include BP Plc (BP) and Exxon Mobil Corp (XOM).
- [By Sara Murphy]
Joe also discusses particular risks to offshore oil rigs in the Gulf of Mexico. BP (NYSE: BP ) will have six rigs under firm contract there by December 2014, more than any other operator. Shell (NYSE: RDS-A ) will come in second with five rigs. Anadarko Petroleum (NYSE: APC ) is expected to have four operating rigs by then, followed by Chevron (NYSE: CVX ) with three under firm contract and ExxonMobil (NYSE: XOM ) (NYSE: XOM ) with two. Watch the following video to learn how climate change could affect these companies.
- [By Casey Hoerth]
Chevron's (NYSE: CVX ) earnings declined by 27% year on year in the past quarter. Time to panic? Wall Street certainly doesn't think so: Shares actually ticked higher on Monday.
- [By Sean Williams]
This week, I'll highlight the nation's second largest integrated oil and gas company, Chevron (NYSE: CVX ) .
Every Chevron shareholders' biggest nightmare
The biggest concern for Chevron and its largest rival, ExxonMobil (NYSE: XOM ) , is declining energy prices. Weakening global economies could send oil and natural gas prices significantly lower, which would dramatically affect both companies' bottom lines. Lower prices became a reality for both Chevron and ExxonMobil in their most recent quarters. Chevron's average realized price for a barrel of oil and natural gas liquids fell to $94 from $102 in the year prior. For ExxonMobil, lower oil price realizations coupled with higher natural gas price realization lowered year-over-year earnings by $230 million.�
No comments:
Post a Comment