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Top 10 Warren Buffett Companies For 2015: American Realty Capital Properties Inc (ARCP)
American Realty Capital Properties, Inc., incorporated on December 2, 2010, is a real estate investment trust (REIT). The Company owns and acquires single-tenant, freestanding commercial real estate primarily subject to medium-term net leases with credit quality tenants. The Company is externally managed by ARC Properties Advisors, LLC. In February 2013, it announced the closing of the transaction to acquire American Realty Capital Trust III, Inc. In March 2013, it announced that it purchased a TD Bank office building in Falmouth, Maine. In April 2013, it closed lease acquisitions, including nine properties located in four states plus Puerto Rico with approximately 200,000 total rentable square feet. In April 2013, it closed an additional single tenant net lease acquisitions, including six properties leased to four investment grade or credit-worthy tenants, including CVS, Family Dollar, Hy-Vee and Advance Auto. In November 2013, American Realty Capital Properties, Inc acquired CapLease, Inc. Effective January 3, 2014, American Realty Capital Properties Inc, , through its Thunder Acquisition LLC unit, acquired the entire share capital of American Realty Capital Trust IV Inc (ARCT).
As of December 31, 2012, rental revenues derived from investment grade tenants. As of December 31, 2012, the Company owned 146 properties, which consists of 2.4 million square feet and located in 26 states, excluding one vacant property classified as held for sale. The Company is holder of 95.9% of the interest in the ARC Properties Operating Partnership, L.P.
Advisors' Opinion:- [By Jim Fink]
Year-to-Date Performance
Industry Diamond Offshore (NYSE: DO) $55.39 $7.7 billion 3.3 -14.2% Oil Drilling HCP Inc. (NYSE: HCP) $36.22 $16.5 billion 3.5 -16.0% Healthcare REIT American Realty Capital Properties (Nasdaq: ARCP) $12.64 $2.4 billion 8.6 1.9% Retail and Office REIT Southern Co. (NYSE: SO) $40.88 $36.1 billion 9.8 -0.1% Electric Utility Cooper Tire & Rubber (NYSE: CTB) $22.01 $1.4 billion 10.3 -11.8% Automobile Tires CenturyLink (NYSE: CTL) $31.36 $18.5 billion 11.8 -14.5% Telecommunications Quest Diagnostic (NYSE: DGX) $54.05 $7.8 billion 13.4 -5.4% Medical Diagnostic Tests Kinder Morgan Energy Partners (NYSE: KMP) $79.57 $34.9 billion 15.4 6.0% Energy pipeline MLP Altera (Nasdaq: ALTR) $31.98 $10.3 billion 15.9 -5.6% Semiconductors ADT Corp. (NYSE: ADT) $40.01 $8.0 billion 16.8 -12.9% Home SecuritySource: Bloomberg
10 Best Oil Service Stocks To Watch Right Now: AbbVie Inc (ABBV)
AbbVie Inc. (AbbVie), incorporated on April 10, 2012, is a research-based pharmaceuticals company. The Company discovers, develops, and commercializes advanced therapies. AbbVie's portfolio of products include a line of adult and pediatric pharmaceuticals, which includes HUMIRA, metabolics/hormones products, virology products, endocrinology products, dyslipidemia products and other products.
AbbVie products are used to treat rheumatoid arthritis, psoriasis, Crohn's disease, human immunodeficiency virus (HIV), cystic fibrosis complications, low testosterone, thyroid disease, Parkinson's disease and complications associated with chronic kidney disease, among other indications. In October 2012, AbbVie initiated a comprehensive Phase III program for hepatitis C virus (HCV) genotype one.
Advisors' Opinion:- [By Luke Jacobi]
Infinity Pharmaceuticals (NASDAQ: INFI) shares shot up 44.1 percent to $15.73 on deal with AbbVie (NYSE: ABBV).
Shares of Concur Technologies (NASDAQ: CNQR) got a boost, shooting up 8.6 percent to $109.60 following a Bloomberg TV report that the company may be exploring a possible sale.
- [By Keith Speights]
In its first four months of existence, AbbVie (NYSE: ABBV ) rewarded investors with gains of almost 26%. Going into month five, those gains seem likely to increase. The spinoff of Abbott Labs (NYSE: ABT ) announced solid first-quarter results before the market opened on Friday. Shares increased more than 1% in early trading. Here are the highlights from the quarter.
10 Best Oil Service Stocks To Watch Right Now: iMD Companies Inc (ICBU)
IMD Companies, Inc., formerly Optimum Mobile Imaging, Corp, incorporated in 1993, is focused on products and services in the health and fitness nutraceutical and medical diagnostics services markets. The Company provides mobile Ultrasound imaging services. It also provides Echocardiography and Vascular Ultrasound services, including Carotid, Arterial with ABI (ankle-brachial index) and Venous duplex ultrasound. The equipment will be transported into customer's facility on a medical cart by its technologist who will perform all tests in one of customer's exam rooms. In February 2011, the Company completed the acquisition of Integrated Medical Diagnostics, Inc. In January 2014, the Company announced that it has formed a partnership with Anything Technologies Media Inc. by acquiring 51% interest in R-Quest Hydroponics, Inc., developer of the environmental master controller for medical and recreational marijuana hydroponic gardens. In January 2014, IMD Companies Inc and Anything Technologies Media Inc announced that they jointly acquired Green Linx Inc., and will split revenue on a 50:50 basis.
MyLab30 by Biosound implements phased array technology for cardiac imaging, linear array for vascular and small parts imaging, as well as curved array and microconvex for general imaging. The system allows for the evaluation of the heart, vasculature and organs of the body with the appropriate transducer technology and the appropriate measurement and analysis packages.
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Frontier Beverage Company Inc (OTCMKTS: FBEC), IMD Companies Inc (OTCMKTS: ICBU) and Dmh International Incorporated (OTCBB: DMHI) were all mimicking the Titanic last Friday by sinking 41.18%, 32.5% and 28.16%, respectively, last Friday. Moreover, all three of these stocks have been the subject of paid promotions or investor relation campaigns. With the promotions in mind, is it to late to dump these small cap stocks or will this week present a buying opportunity? Here is a closer look:
- [By Peter Graham]
Small cap marijuana stocks IMD Companies Inc (OTCMKTS: ICBU), Tauriga Sciences Inc (OTCMKTS: TAUG), ML Capital Group Inc (OTCBB: MLCG) and Lexaria Corp (OTCMKTS: LXRP) are aiming to give investors a high with their latest news. However, only one of these small cap marijuana stocks appears to be the subject of minor paid promotion or investor relations type of activities. So will investors and traders alike get a high off of these small caps? Here is a quick reality check:
IMD Companies Inc (OTCMKTS: ICBU) Has a Funding Commitment for Over $1 MillionSmall cap IMD Companies is a Florida corporation, engaged in the medical diagnostics and health and fitness industries. The company is currently positioned to be a holding company for major acquisitions in the medical, and marijuana industry. On Friday, IMD Companies rose 7.82% to $0.120 for a market cap of $19.35 million plus ICBU is up 264.7% over the past year and up 23,900% over the past five years according to Google Finance.
10 Best Oil Service Stocks To Watch Right Now: ADDvantage Technologies Group Inc.(AEY)
ADDvantage Technologies Group, Inc., through its subsidiaries, distributes and services a range of electronics and hardware products for the cable television industry. The company provides new, surplus-new, and refurbished products in various brands, including Cisco, Motorola and Arris Solutions for use in connection with video, telephone and internet data signals. It offers headend products, including digital and analog satellite receivers, integrated receiver/decoders, demodulators, modulators, antennas and antenna mounts, amplifiers, equalizers, and processors for signal acquisition, processing, and manipulation for further transmission; fiber products comprising optical transmitters, fiber-optic cable, receivers, couplers, splitters, and compatible accessories for transmitting the output of cable system headend to virus locations using fiber-optic cables; and access and transport products, such as transmitters, receivers, line extenders, broadband amplifiers, direction al taps and splitters for use in permiting signals to travel from the headend to their destination in a home, apartment, hotel room, office or other terminal location. The company also provides customer premise equipment consisting of digital converter boxes and modems to receive, record, and transmit video, data, and telephony signals; and hardware equipment, such as test equipment, connector, and cable products. In addition, it offers Fujitsu Frontech North America encoders, decoders, and other media solutions products primarily for use in the broadcast industry. The company markets and sells its products to franchise and private MSOs, telephone companies, system contractors, and other resellers primarily in the United States, Canada, Central America, Mexico, and rest of South America. ADDvantage Technologies Group, Inc.was founded in 1989 and is based in Broken Arrow, Oklahoma.
Advisors' Opinion:- [By Geoff Gannon] strong>Solitron Devices (SODI)
路 OPT-Sciences (OPST)
Micropac
Micropac is 76% owned by Heinz-Werner Hempel. He�� a German businessman. You can see the German company he founded here. He�� had control of Micropac for a long-time. I don�� have an exact number in front of me. But I would guess it�� been something like 25 years.
ADDvantage
ADDvantage Technologies is controlled by the Chymiak brothers. See the company�� April 4 press release explaining their decision to turn over the CEO position to an outsider. Regardless, the Chymiaks still control 47% of the company. Ken Chymiak is now chairman. And David Chymiak is still a director and now the company�� chief technology officer. Clearly, it�� still their company.
By the way, the name ADDvantage Technologies has nothing to do with the Chymiaks. Today�� AEY really traces its roots to a private company called Tulsat. The Chymiak brothers acquired that company about 27 years ago. So, effectively, when you buy shares of AEY you are buying into a 27-year-old family-controlled company.
That�� pretty typical in the world of net-nets.
Solitron
Solitron Devices is 29% owned by Shevach Saraf. He has been the CEO for 20 years. The post-bankruptcy Solitron has never known another CEO. Before the bankruptcy, Solitron was a much bigger, much different company. So even though we are not talking about the founder here ��and even though 70% of the company�� shares are not held by the CEO ��we��e still talking about a company where one person has a lot of control. Solitron only has three directors. Saraf is the chairman, CEO, president, CFO and treasurer. Neither of the other two directors joined the board within the last 15 years. So, we aren�� talking about a lot of tumult at the top.
In fact, profitable net-nets seem to be especially common candidates for abandoning the responsibilities of a public company without actually getting taken priva
- [By Geoff Gannon]
Or they could explain why they hold so much inventory as ADDvantage Technologies (AEY) does here:
��e market ourselves as an ��n Hand ��On Demand��distributor. We maintain a wide breadth of inventory of new and used cable television products and many times can offer our customers same day shipments. Even though we have been decreasing the amount of inventory we carry, we still carry one of the most diverse inventories of any cable television product reseller in the country, and we have access to inventory via our various supply channels. We believe our investment in on-hand inventory, our product supply channels, our network of regional repair centers and our experienced sales and customer service team create a competitive advantage for us.��/p>
- [By Geoff Gannon] cially the part about what they consider their competitive advantages. You��e right that normally a company in their business should see higher revenues, earnings, etc. at the same time. And that time should be when their customers are spending the most on equipment. This heaviest spending will be on new equipment, upgrades, etc.
But that really isn�� ADDvantage�� business. Let me explain.
Do you know anything about a company called Copart (CPRT)?
Great business. If you haven�� read about it, you should look into it. It�� a good name to know in the event stocks fall at some point in the future and offer you a chance to buy at a good P/E.
Anyway, Copart sells cars. That�� all it does. It has a tiny bit of the business in the UK that involves buying and selling cars. But normally it�� not a principal. It�� just an agent. A broker. It doesn�� ship cars. It doesn�� buy cars. It just stores and sells cars. Copart is a great business. This is especially true because they achieve very high returns on their net tangible investment even though they choose to own rather than leases most of their locations. They own acres and acres and acres of land on which they store cars. You can find the addresses for their locations on their website (each car has a location associated with it that will pop up if you click on the car). Copy and paste that location into Google Earth. You��l be amazed at what you see. Anyway, they carry all this land which they then cover in cars and still they earn good returns on their tangible investment in the business without relying on the use of a lot of leases. So, it�� a very good and very interesting business.
Now, if I said Copart sold cars, you�� probably think that their revenues and earnings and free cash flow should rise and fall with U.S. car sales.
If you look at the past 10 years for Copart and for U.S. auto sales you��l see this is not true. Not even a little bit.
Why i
- [By Geoff Gannon] through some changes now ��due to a new (adverse) agreement with Cisco (CSCO). But, historically, it competed on delivery alone. By having products in stock and ready to ship ��their motto is ��n hand on demand����ADDvantage could compete with original equipment manufacturers even though those manufacturers could sell the same product (in large numbers and slow delivery times) for much less.
That's my biggest concern with whether an industry is easy to understand or not. If a competitor offers to sell its product for 5% less than you charge, how do you respond? Do you have to respond? Can you ignore price competition like that?
Now, there are obviously industries where price competition is critical and yet the business is easy to understand. Groceries, auto insurance, etc. Even the deposit gathering aspect of some banks is very simple and easy to understand.
The lending part��not so much.
My concern is a durable competitive advantage. Something that I can recognize. I have to be able to understand it. In some sense, to actually imagine it. There are many companies with competitive advantages that are just too esoteric for me to understand. I�� probably recognize them if I worked in that industry day after day. You notice things when you��e close enough to see them illustrated every day in a million different anecdotes. Reading about an industry from afar is much harder to do. So the competitive advantage has to be pretty plain and simple. Or I won�� see it when I read it. But that�� competitive advantages. And I'm not sure competitive advantages are the topic of greatest interest to the folks you'll be interviewing with.
I know that when it comes to what stocks people are most likely to make money on ��it often comes down to familiarity. Are you willing to study the company? And then are you willing to trust your judgment when the stock price moves against you ��as it almost certainly will ��at some critical
10 Best Oil Service Stocks To Watch Right Now: Rockwell Collins Inc (COL)
Rockwell Collins, Inc. (Rockwell Collins), incorporated on March 1, 2001, is engaged in design, production and support of communications and aviation electronics for commercial and military customers worldwide. The Company�� products and systems are primarily focused on aviation applications, The integrated system solutions and products it provide to its served markets include communications, navigation, automated flight control, displays/surveillance, simulation and training, integrated electronics and information management systems. The Company also provides a range of services and support to its customers through a network of service centers, including equipment repair and overhaul, service parts, field service engineering, training, technical information services and aftermarket used equipment sales. The Company operates in two segments: Government Systems and Commercial Systems.
Government Systems
The Company�� Government Systems business provides a range of electronic products, systems and services to customers, including the United States Department of Defense, other ministries of defense, other government agencies and defense contractors around the world. These products, systems and services support airborne, precision weapon, ground and maritime applications and are used in line-fit applications on new equipment, as well as in retrofit and upgrade applications designed. The Company�� defense-related systems, products and services include communications systems and products designed to enable the transmission of information across the communications spectrum, including satellite communications; navigation products and systems, including radio navigation products, global positioning system (GPS) equipment, handheld navigation devices and multi-mode receivers; avionics sub-systems for aircraft flight decks that combine flight operations with navigation and guidance functions that can include flight controls and displays, information/data processing and communicat! ions, navigation, safety and surveillance systems; cockpit display products, including multipurpose flat panel head-down displays, wide field of view head-up and helmet-mounted displays; simulation and training systems, including visual system products, training systems and services, and maintenance, repair, parts and after-sales support services.
Avionics consists of electronic solutions for a range of airborne platforms, including fixed and rotary wing aircraft, unmanned aerial vehicles (UAVs) and the associated aircrew and maintenance training devices and services. The Company provides complete avionics solutions (including cockpit avionics, mission system applications and system integration) and also provides individual avionics products to platform integrators. The Company serves various roles within these markets, including system and subsystems integrator, as well as provider of various electronic products. Communication products include spectrum voice and data connectivity for government and military use in the air, on the ground and at sea. Surface solutions include electronic systems applied to a variety of non-airborne market segments.
Commercial Systems
The Company�� Commercial Systems business supplies aviation electronics systems, products and services to customers located throughout the world. The customer base is consists of original equipment manufacturers (OEMs) of commercial air transport, business and regional aircraft, commercial airlines and business aircraft operators. The Company�� systems and products are used in both OEM applications, as well as in retrofit and upgrade applications designed.
The Company�� commercial aviation electronics systems, products and services include integrated avionics systems, such as Pro Line Fusion. Capabilities include synthetic and enhanced vision enabled flight displays, advanced flight and performance management systems, fly-by-wire integrated flight controls and information management! solution! s to improve operational efficiency; integrated cabin electronics systems, including cabin management systems, passenger connectivity and entertainment solutions, business support systems to improve passenger productivity and passenger flight information systems; communications systems and products, such as data link, high frequency, very high frequency and satellite communications systems; navigation systems and products, including landing sensors to enable automatic landings, radio navigation and geophysical sensors, as well as flight management systems; situational awareness and surveillance systems and products, such as synthetic and enhanced vision systems, surface surveillance and guidance solutions, head-up guidance systems, weather radar and collision avoidance systems; integrated information management solutions to improve the overall efficiency of flight, maintenance and cabin operations. These include on-board information management systems and connectivity solutions, airborne and ground applications and services, and ground infrastructure and services; electro-mechanical systems, including integrated pilot control solutions and primary and secondary actuation systems; simulation and training systems, including full-flight simulators for crew training, visual system products, training systems and engineering services, and maintenance, repair, parts, after-sales support services and aftermarket used equipment.
Air transport aviation electronics include avionics, cabin systems and flight control systems for commercial transport aircraft platforms. Business and regional aviation electronics include integrated avionics, cabin management and flight control systems for application on regional and business aircraft platforms. The Company develops integrated avionics, cabin and flight control solutions for business and regional aircraft OEMs and support them with the integration into other aircraft systems. Products offered for OEM applications in the business and regional aircraft cate! gory are ! marketed directly to the aircraft OEMs.
The Company competes with Honeywell International, Inc., Thales S.A., Panasonic, Raytheon Co., Harris Corp., BAE Systems Aerospace, Inc., General Dynamics Corporation, L3 Communications, Inc., The Boeing Company, Northrop Grumman Corp., CAE Inc., General Electric Co. and Garmin International Inc.
Advisors' Opinion:- [By Monica Gerson]
Rockwell Collins (NYSE: COL) is projected to report its Q1 earnings at $0.94 per share on revenue of $1.07 billion.
Cree (NASDAQ: CREE) is expected to post its Q2 earnings at $0.39 per share on revenue of $412.36 million.
- [By Katie Spence]
Boeing's not the only one to benefit
In addition to the good news for Boeing, partners on the Dreamliner are also probably breathing a sigh of relief. Rockwell Collins (NYSE: COL ) and General Electric (NYSE: GE ) , both have a stake in the Dreamliner's success -- Rockwell supplies avionics equipment for the 787 and is expecting to increase production from four planes to 10 by the start of its fourth quarter, and GE supplies engines for the 787. � - [By Lu Wang]
Rockwell Collins (COL) sank 4.9 percent to $70.61. The maker of airplane cockpit instruments forecast revenue in fiscal 2014 will be no more than $4.60 billion. That missed the average analyst estimate of $4.93 billion in a Bloomberg survey.
- [By Ben Levisohn]
Rockwell Collins (COL) has fallen 2.6% to $68.21 after it was downgraded to Neutral from Outperform at Credit Suisse.
General Electric (GE) has gained 1% to $24.25 after signing a bunch of deals and getting a positive mention from my colleague Jack Hough in this weekend’s Barron’s.
10 Best Oil Service Stocks To Watch Right Now: B&G Foods Inc (BGS)
B&G Foods, Inc. (B&G Foods), incorporated on November 25, 1996, manufactures, sells and distributes a range of branded shelf-stable food and household products across the United States, Canada and Puerto Rico. The Company complements its branded product retail sales with institutional and food service sales and limited private labels sales. On October 31, 2012,the Company acquired New York Style, Devonsheer, JJ Flats and Old London brands from Chipita America, Inc. The Company's Ortega brand and its products span the shelf-stable Mexican food segment including taco shells, tortillas, seasonings, dinner kits, taco sauces, peppers, refried beans, salsas and related food products. The Company new product offerings include Ortega whole grain corn taco shells and Ortega reduced sodium taco seasoning. Its Maple Grove Farms of Vermont brand is apure maple syrup sold in the United States. Other products under the Maple Grove Farms of Vermont label include a line of gourmet salad dressings, sugar free syrups, marinades, fruit syrups, confections, pancake mixes and organic products. The Cream of Wheat brand is a brand of hot cereals sold in the United States. Cream of Wheat is available in Original 10-minute, 21/2 minute and one-minute versions, and also in instant packets of Original and other flavors. The Company also offers Cream of Rice, a rice-based hot cereal. In July 2013, B&G Foods Inc announced that it has completed the acquisition of Robert's American Gourmet Food, LLC dba Pirate Brands from VMG Partners. In October 2013, B&G Foods Inc acquired Rickland Orchards LLC.
The Mrs. Dash brand of salt-free seasonings is available in more than a dozen blends. The Polaner brand consists of a range of fruit-based spreads as well as jarred wet spices such as chopped garlic and oregano. Polaner All Fruit is a national brand of fruit-juice sweetened fruit spread. The spreads are available in more than a dozen flavors. Polaner Sugar Free preserves are the brand of sugar free preserves nationally. The L! as Palmas brand primarily includes authentic Mexican enchilada sauce, chili sauce and various pepper products. The Bloch & Guggenheimer (B&G) brand and its pickle, pepper and relish products consists of shelf-stable pickles, peppers, relishes, olives and other related specialty items. The B&M brand is the original brand of brick-oven baked beans and remains authentic baked beans. The B&M line includes a range of baked beans and brown bread. The Underwood brand's (Underwood Devil) logo is used for a prepackaged food product in the United States. Underwood meat spreads, include deviled ham, white-meat chicken, roast beef and liverwurst.The New York Style brand includes Original Bagel Crisps, Mini Bagel Crisps, Pita Chips and Panetini Italian Toast.
The Ac'cent brand is a all-natural flavor enhancer for meat preparation and is generally used on beef, poultry, fish and vegetables. The Company offers a line of pasta sauces, seasonings, cooking stocks, mustards, salsas, pepper sauces, dip mixes and cooking sprays under the Emeril's brand name. The Old London brand offers a variety of flavors available in melba toasts, melba rounds and other snacks. Old London also markets specialty snacks under the Devonsheer and JJ Flats names. The Trappey's brand include peppers and hot sauces, including Trappey's Red Devil. The Don Pepino and Sclafani brands primarily include pizza and spaghetti sauces, whole and crushed tomatoes and tomato puree. The Grandma's brand of molasses include molasses sold in the United States. Grandma's molasses products are offered in two styles: Grandma's Original Molasses and Grandma's Robust Molasses. The Joan of Arc brand, which originated in 1895, includes a full range of canned beans including kidney, chili and other varieties.
The Regina brand includes vinegars and cooking wines. Regina products are commonly used in the preparation of salad dressings as well as in a variety of recipe applications, including sauces, marinades and soups. The Static Guard brand i! nclude th! e anti-static spray category. The Sugar Twin brand is a calorie free sugar substitute. The Baker's Joy brand include no-stick baking spray with flour. The Wright's brand is an all-natural seasoning that reproduces the flavor and aroma of pit smoking in meats, chicken and fish. Wright's is offered in three flavors: Hickory, Mesquite and Applewood. The Brer Rabbit brand offers mild and full-flavored molasses as well as blackstrap molasses. Mild molasses is designed for table use and full-flavored molasses is typically used in baking, barbeque sauces and as a breakfast syrup. The Sa-son brand is a flavor enhancer used primarily for Puerto Rican and Hispanic food preparation. The product is generally used on beef, poultry, fish and vegetables. The brand's flavor enhancer is offered in four flavors: Original, Coriander and Achiote, Garlic and Onion, and Tomato. The Company also offers reduced sodium versions of Sa-son. The Vermont Maid brand include maple-flavored syrup under the brand name. Vermont Maid syrup is available in regular, sugar-free and sugar-free butter varieties. The Molly McButter brand include the butter sprinkles category. Molly McButter is an all natural sprinkle, available in butter and cheese flavors.
Advisors' Opinion:- [By Marc Bastow]
Branded shelf-stable foods distributor B&G Foods (BGS) raised its quarterly dividend 3% to 34 cents per share, payable April 30 to shareholders of record as of March 31. With a yield of more than 4.5%, BGS stock has the highest yield on this week’s list of dividend stocks.
BGS Dividend Yield: 4.52% - [By Selena Maranjian]
More than a handful of small dividend-paying companies had strong performances over the past year. B&G Foods (NYSE: BGS ) surged 35% and recently yielded 3.4%. The company has faced rising food costs in recent years and has also been a savvy acquirer. (A recent buy is Pirate Brands, maker of Pirate's Booty snacks.) Its brands include Ortega, Mrs. Dash, Cream of Wheat, Underwood, Molly McButter, Baker's Joy, and Static Guard. There's some worry, though, about how well it can grow organically, without relying on acquisitions. B&G has carried significant debt, but it has refinanced and reduced that.
10 Best Oil Service Stocks To Watch Right Now: Brady Corp (BRC)
Brady Corporation (Brady), incorporated in 1914, is an international manufacturer of identification solutions and specialty materials that identify and protect premises, products and people. Brady provides customers with a range of customized and diverse products for use in various applications. The Company is organized and managed on a geographic basis within three regions: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific, which are the segments. Across these regions, the Company operates three primary business platforms: Identification Solutions (ID Solutions), Direct Marketing and Die-Cut. During the fiscal year ended July 31, 2012 (fiscal 2012), the Company�� revenue included Americas 45%, EMEA 29% and Asia-Pacific 26% respectively. During fiscal 2012, the Company�� ID Solutions generated 56%, Direct Marketing 27% and Die-Cut 17% of revenue. In December 2012, Water Street Healthcare Partners sold Precision Dynamics Corporation (PDC) to the Company.
ID Solutions
Within the ID Solutions platform, Brady�� product categories include workplace safety and compliance, which includes facility identification, labeling systems, spill control, lockout/tagout, and software services; product identification, which includes materials and printing systems for product identification, brand protection labeling, work in process labeling, finished product identification, and bar coding that performs under a range of harsh or demanding conditions; wire identification, which includes handheld printers, wire markers, sleeves and tags, and people identification, which includes self-expiring name tags, badges, lanyards, and access control software and products. Approximately 75% of ID Solutions products are sold under the Brady brand.
Safety and facility identification products are also marketed under the Safety Signs Service brand, with some lockout/tagout products offered under the Scafftag brands. In the United States, identification products for the u! tility industry are marketed under the Electromark brand, and spill-control products are marketed under the Sorbent Products Company brand; security and identification badges and systems are included in the Temtec, B.I.G., Identicard/Identicam, STOPware, J.A.M. Plastics, PromoVision, and Brady People ID brands; wire identification products are marketed under the Modernotecnica brand in Italy and the Carroll brand in Australia; hand-held regulatory documentation systems are available under the Tiscor brand, and custom labels and nameplates are available under the Stickolor brand in Brazil.
The Company�� ID Solutions platform offers products with rapid response and superior service to provide solutions to customers. The business markets and sells products through multiple channels, including distributors, direct sales, mail-order-catalog marketing, and electronic access through e-commerce. The ID Solutions platform serves customers in many markets, which include industrial manufacturing, electronic manufacturing, chemical, oil, gas, food and beverage, aerospace, defense, mass transit, electrical contractors, and telecommunications, among others. The ID Solutions platform provides differentiated, products, many which have been internally developed and manufactured. These internally developed products include materials, printing systems, and software.
Direct Marketing
Within the Direct Marketing business platform, Brady�� product categories include workplace safety and compliance products, which include informational signs, tags, security and traffic related products, first aid supplies, material handling, asset identification, safety and facility identification, and regulatory products. Products within the Direct Marketing platform are sold under a range of brands, including safety and facility identification products offered under the Seton, Emedco, Signals, Safetyshop, Clement and Personnel Concepts brands; spill-control products under the D.A.W.G. brand, and ! first aid! supplies under the Accidental Health and Safety, Trafalgar, and Securimed brands. The Direct Marketing platform markets and sells products through multiple channels, which include catalog, telemarketing and e-commerce. The business serves customers in many markets, which include process industries, manufacturers, government, education, construction, and utilities. The Direct Marketing platform manufactures a range of stock and custom identification products, and also sells a range of related resale products.
Die-Cut
Within the Die-Cut business platform, the Company's products include customized precision die-cut products used to seal, dissipate heat, insulate, protect, shield, or provide other mechanical performance properties. Products within the Die-Cut platform are sold primarily under the Brady brand, with some European business marketed as Balkhausen products. The business sells through a technical direct sales force, and is supported by global strategic account management. The Die-Cut platform serves customers in many markets, which include mobile handset, hard disk drive, consumer electronics, other computing devices, as well as products for the automotive and medical equipment markets. The Die-Cut platform consists of engineered customized products, manufactured to specific customer requirements.
Advisors' Opinion:- [By Mike Deane]
For the 28th year in a row, Brady Corp (BRC) has increased its dividend payout to investors.
The Milwaukee, WI-based company increased its quarterly dividend to 19.5 cents from 19 cents, an increase of 2.6%. The annual dividend now stands at 78 cents. The quarterly dividend will be paid on October 31st, 2013 to all shareholders of record on October 10, 2013.
BRC shares were down 40 cents, or �1.23%, by market close on Wednesday. YTD, the company’s stock is down over 4%.
- [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 Brady (NYSE: BRC ) , whose recent revenue and earnings are plotted below. - [By Michael Flannelly]
Before the opening bell on Thursday, identification solutions provider Brady Corp (BRC) posted a loss in the fourth quarter, despite a rise in revenues, as it was negatively impacted by a number of charges. However, excluding these charges, the company was able to top Wall Street analysts’ earnings and sales estimates. Nonetheless, BRC shares are plummeting in Thursday’s trading.
The Milwaukee, Wisconsin-based company posted a loss from continuing operations of $176.2 million, or $3.41 per share, in the fourth quarter, versus last year’s fourth quarter earnings from continuing operations of $20.9 million, or 40 cents per share. Furthermore, Brady posted a net loss of $177.2 million, or $3.43 per share, compared to net earnings of $11.6 million, or 22 cents per share, in the same period a year ago.
The fourth quarter loss includes non-cash impairment charges of $204.4 million, $15.6 million in restructuring charges, and $4 million in acquisition-related charges. Excluding these charges, Brady Corp said earnings would have been 53 cents per share in the quarter. According to analysts polled by Thomson Reuters, the company was expected to earn an adjusted 51 cents per share in the fourth quarter.
The company’s fourth quarter sales came in at $309.1 million, up 15% from $269.1 million in sales posted last year. On average, analysts were expecting the company to see $307.13 million in revenues for the quarter.
Looking ahead, Brady Corp. sees fiscal 2014 earnings coming in between $1.80 and $2.00 per share, below the analysts’ view of $2.30 per share.
Brady Corp shares were down $1.71, or 5.25%, during early morning trading on Thursday. The stock is up 7.93% year-to-date.
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