Wednesday, January 17, 2018

3 Stocks to Buy?

The stock prices of United Technologies (NYSE:UTX)United Parcel Service (NYSE:UPS), and Ingersoll-Rand (NYSE:IR) all fell recently after they reported their third-quarter results, and although each has recovered somewhat, they remain below their 2017 highs. It's therefore worth taking a look at all three to see if those declines provide a good value entry for investors.

READ THE FULL ARTICLE LINKED 

Honeywell International is a Better Stock to Buy General Electric

The dramatic 44% fall of General Electric's (NYSE:GE) share price this year is undoubtedly starting to tempt value investors into the stock. But on a risk/reward basis, I think Honeywell International (NYSE:HON) -- up nearly 32% over the same period -- remains the more attractive investment. Here's why.

READ THE FULL ARTICLE LINKED 

Monday, January 15, 2018

FedEx Stock Had a Strong 2017

It's been another good year for investors in FedEx Corporation (NYSE:FDX). The stock's near 24% rise this year is significantly ahead of the 18% increase of the S&P 500 and key rival United Parcel Service's (NYSE:UPS) rise of merely 5%. Let's take a look at FedEx's 2017 and why the market has taken a positive view of the package delivery company's prospects.

READ THE FULL ARTICLE LINKED 

Why Middleby Stock Rose Recently

After a disappointing year, stock in commercial cooking and processing equipment company The Middleby Corporation (NASDAQ:MIDD) rose 10% in November. The reason? On the third-quarter results presentation on Nov. 7, CEO Selim Bassoul served notice that the company's revenue outlook was improving, providing for "continued margin expansion for Middleby as we enter into 2018." 

READ THE FULL ARTICLE LINKED 

Why A O Smith Soared Recently

he stock price of residential and commercial water heater and boiler manufacturer A.O. Smith Corporation (NYSE:AOS) rose 7.1% in November largely after an upbeat presentation to analysts on Nov. 9.
Essentially, the company reiterated the investment case for buying the stock and highlighted management's projection of organic revenue growth of 8% for the next several years.

READ THE FULL ARTICLE LINKED 

Wednesday, January 3, 2018

Why Deere Stock Soared Lately

Agricultural equipment manufacturer Deere & Company (NYSE:DE)soared 12.8% in November on the back of a strong set of fourth-quarter earnings and a positive outlook for 2018. It's been a difficult few years for the company but 2017 marked the passing of a trough in revenue and earnings and Deere looks set for an upswing in the agricultural machinery cycle.

READ THE FULL ARTICLE LINKED 

Why Transportation Sector has Soared Recently

The stock prices of leading railroads CSX Corporation (NASDAQ:CSX)and Union Pacific Corporation (NYSE:UNP) rose strongly in November, with the former increasing 9.3% and the latter up 10.5% on the month. While it's easy to get too focused on the granular detail, the reality is the whole transportation sector was taken higher in November.

READ THE FULL ARTICLE LINKED 

Why GE Stock Slumped

General Electric Company (NYSE:GE) stock fell 9.3% in November, compounding a disappointing year for investors. In a nutshell, GE's investor update on Nov. 13 failed to demonstrate that a quick fix for the company's problems was in the cards. In addition, a 50% dividend cut would have disappointed any income-seeking investors holding the stock

READ THE FULL ARTICLE LINKED 

Friday, December 22, 2017

United Technologies Stock in 2018

There are two main themes to United Technologies Corporation(NYSE:UTX) coming year. The first is the completion of the acquisition of Rockwell Collins, Inc (NYSE:COL) and the second is the continuation in development of United Technologies's long-term strategic objectives.
The investment thesis for the stock isn't really about its near-term earnings potential -- analysts are expecting just 3% EPS growth in 2018 -- but rather how the company is positioning itself for long-term earnings growth. Let's take a look at current progress and what the company needs to do in 2018.
READ THE FULL ARTICLE LINKED 

UPS Stock in 2018

Another year and another period of FedEx Corporation (NYSE:FDX) stock performance trouncing that of United Parcel Service, Inc. (NYSE:UPS). In fact, UPS stock is flat on a year-to-date basis at the time of writing. It's all very disappointing because UPS is supposed to be a way to play booming growth in e-commerce transactions. What's going on, and what should investors look out for in 2018?

READ THE FULL ARTICLE LINKED 

Tuesday, December 19, 2017

Why Caterpillar's stock soared in 2017

It's not hard to see the overlying reason why Caterpillar Inc. (NYSE:CAT)stock is up nearly 50% in 2017 at the time of this writing. The simple explanation is earnings expectations have more than doubled since the start of its financial year as management raised full-year 2017 adjusted profit per share guidance from $2.90 to $6.25. Here's a look at just how and why this happened

READ THE FULL ARTICLE LINKED 

Stocks Benefiting From Trump's Trip to China

President Trump's plans to readdress the trade deficit got a boost from his trade mission to China, with Secretary of Commerce Wilbur Ross announcing around $250 billion in trade deals for U.S companies. The majority of the deals were signed as part of the recent CEO delegation to China, and there's little doubt about Trump's determination to defend U.S. interests.

READ THE FULL ARTICLE LINKED 

Tuesday, December 12, 2017

Focus on GE's Power Segment

It's hard to understate the importance of General Electric Co.'s (NYSE:GE) power segment for investors. It's long been the company's core business, and given that CEO John Flannery's plans are to focus GE on power, healthcare, and aviation, it's clear his ability to return the ailing segment to form will be a key factor in any investment thesis around the stock. GE may well get power back on track, but if so, it's still going to take time, and it might not be as easy as many people think. Here's what you need to know.

READ THE FULL ARTICLE LINKED 

Friday, December 8, 2017

Is General Electric's Dividend Safe

General Electric Company's (NYSE:GE) previous annual dividend of $0.96 per share has been reduced to $0.48, but is even this payout sustainable? The reason for the cut was that earnings and cash flow fell well short of expectations in 2017 and management needs to improve performance going forward. That said, let's take a look at the plans CEO John Flannery recently outlined at the investor update, and whether they make GE's new dividend truly sustainable or not. 

READ THE FULL ARTICLE LINKED 

Monday, December 4, 2017

Can Caterpillar's Stock Keep Soaring

The nearly 48% increase in Caterpillar Inc.'s (NYSE:CAT) stock price over the past year has taken the stock up to heady-looking valuations that can only be justified if the company keeps raising earnings guidance. That kind of statement usually leads to concluding that the stock's priced to perfection and significant downside risk exists. That may well be a valid conclusion, but Caterpillar did raise guidance again on its third-quarter earnings report, and its end markets continue to strengthen. Can the stock's run continue?

READ THE FULL ARTICLE LINKED 

Danaher Corporation Stock Research

Danaher Corporation's (NYSE:DHR) third-quarter earnings saw the company return to form by generating core margin expansion and 3% core revenue growth. On a reported basis, revenue increased 9.5% and adjusted diluted EPS increased 15% in the quarter. Moreover, Danaher shrugged off the negative impact of hurricanes in reporting its strongest quarter of the year. Let's look at the quarter and what it's changed about the investment thesis for the stock.

READ THE FULL ARTICLE LINKED 

Friday, December 1, 2017

Key Conclusions From GE's Investor Update

On Monday, General Electric Company (NYSE:GE) CEO John Flannery finally updated investors on his strategic plan for the company, and by now, most investors will know that it involves cutting the annual dividend yield in half to $0.48. The dividend cut is painful, but if it helps get the company back on track and the stock price appreciates accordingly, most investors would be happy. Indeed, Flannery took center stage during the update conference call in order to convince shareholders that he is the man for the job. However, in analyzing the presentation, it becomes clear that the person responsible for executing the plan is probably going to be someone else. Let's take a look at the key takeaways from the update and find out who that person is.

READ THE FULL ARTICLE LINKED 

Wednesday, November 29, 2017

Time to Buy Dover Corporation Stock

In a stock market in which it's getting harder to and harder to find good value stocks, diversified industrial manufacturer Dover Corporation(NYSE:DOV) might just fit the bill. It's a dividend investor favorite, and management has exciting plans to release value for shareholders in the future. Let's take a closer look at what makes Dover attractive for investors. 

READ THE FULL ARTICLE LINKED 

Tuesday, November 28, 2017

GE Power business

Power is General Electric Company's (NYSE:GE) core strength, and its gas turbines are usually seen as its single most important product. As such, it's concerning that the power segment is the main source of the company's recent troubles. In my view, if you're considering an investment in GE's stock, then you need to know what's going on with its power segment. So here's the lowdown on GE Power.

READ THE FULL ARTICLE LINKED 

Monday, November 27, 2017

AgroFresh Earnings Review

Superficially, the third-quarter earnings from AgroFresh Solutions, Inc.(NASDAQ:AGFS) weren't anything to write home about, but a closer look reveals some underlying positivity. Management has been busy diversifying the company's revenue streams and cutting costs, and some of the benefits are starting to come through. Let's take a look at the results in more detail.

READ THE FULL ARTICLE LINKED