Tuesday, October 17, 2017

Owens Corning is a Very Attractive Stock

Despite a stellar rise in its stock price this year, shares of Owens Corning (NYSE:OC) still offer investors a good value. While other areas of the stock market are starting to look expensive, Owens Corning's stock price rise has been backed by earnings guidance hikes and ongoing strategic improvements which are preparing the company for good long-term growth.
There are two key arguments that make it a good buy, which I'll go into in detail below:

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Monday, October 16, 2017

Rockwell Automation; A Stock o Buy?

Following a strong run in 2017, the stock price of Rockwell Automation (NYSE:ROK) corrected a bit following the third-quarter earnings report. In general, it's been a good year for the industrials sector, as U.S. industrial production growth has picked up, creating earnings tailwinds for companies such as Rockwell that have heavy exposure to cyclical capital spending.
That said, the industrials sector could face a tricky period in the second half of 2017. Does that mean it's time to sell stock in Rockwell Automation?
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Best Railroad Stocks to Buy

Railroads are always worth looking at for those seeking good dividend growth prospects. But since no two railroads will have exactly the same dividend or growth potential, let's consider which ones are best for income seekers.

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Saturday, October 14, 2017

2 Dividend Aristocrats to Buy?

Income-seeking investors love buying dividend aristocrats -- stocks that have increased their dividends for more than years -- so when their stock prices fall it's a good idea to look at buying them. As you can see below, automotive and industrial replacement parts distributor Genuine Parts Company (NYSE:GPC) and industrial supply company WW Grainger Inc (NYSE:GWW)have significantly underperformed the S & P 500 so far in 2017, with Amazon.com(NASDAQ:AMZN) playing a big role in both declines. Let's take a closer look at whether these stocks are worth buying right now.

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Tuesday, October 10, 2017

Key Takeaways From Deere & Co Earnings

The strong run-up in the stock price of Deere & Company (NYSE:DE) was rudely interrupted by the negative reaction to the recent third-quarter earnings report. Why did the market react like this when the company raised full-year net income guidance from $2 billion to $2.075 billion? To try answering this question, let's look at the five key takeaways from the earnings presentations

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Why Caterpillar Stock is Soaring

Caterpillar Inc. (NYSE:CAT) investors have enjoyed watching their stock appreciate nearly 24% in 2017 and 38% in the past year, so perhaps now it's time to take a step backward and look at just what's happened to propel the price higher. The construction and mining equipment company has outperformed the S&P 500 by some 15% this year, so clearly there's something stock-specific going on. 

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Monday, October 9, 2017

Siemens Earnings and Fall Through for GE Investors

It's been a difficult year for General Electric Company (NYSE:GE) investors as they have watched their stock decline 22% year to date while the S&P 500 is up by more than 8%. The decline is largely due to the company lowering expectations to the bottom end of its guidance ranges, amid disappointing performance from its oil and gas and power segments. While the oil and gas issue looks to be a case of expectations being set too high, the power segment's issues could be more troubling in the long term. In order to get more color on what's going on in GE's power segment, let's take a look at what its key rival Siemens AG (NASDAQOTH:SIEGY) said in its recent results.

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Saturday, October 7, 2017

CSX Corp Earnings Analysis

Investors hoping that CSX Corp. CEO Hunter Harrison will bring about the operational improvements required to justify the optimism that's currently baked into its stock price may want to benchmark its performance against peers Union Pacific Corp. and Norfolk Southern Corp. The former is its closest peer in terms of valuation, and the latter is its most important direct competitor. In this line of thought, let's take a look at what Harrison needs to do at the freight railroad operator, and whether its most recent earnings report suggests he's starting to make a difference.

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Thursday, September 28, 2017

AgroFresh Earnings Analysis

It was a relatively uneventful quarter for AgroFresh Solutions, Inc. (NASDAQ:AGFS), and that's fine for investors. The company's earnings reports have caused a significant amount of stock price volatility in the past. However, this time around the results were pretty much as expected, and investors slept soundly after them. That said, what really matters for the company are the upcoming quarters (which contain the northern hemisphere fruit harvest). With this in mind, let's take a look at the results and commentary from the second-quarter earnings report.

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HVAC Sector Stock Analysis

Following a strong rise in the past year, Ingersoll-Rand PLC's (NYSE:IR) stock has corrected in recent weeks alongside competitors in the heating, ventilation, and air conditioning (HVAC) space such as United Technologies Corporation (NYSE:UTX) and Lennox International Inc. (NYSE:LII). Clearly, something about the HVAC sector has spooked the market, so let's take a look at the underlying dynamics in all three companies' earnings, and specifically Ingersoll-Rand as an investment proposition. Is it a structural problem that's set to last or merely a temporary issue?

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Monday, September 18, 2017

How Caterpillar Makes Money?

Analyzing how Caterpillar Inc. (NYSE:CAT) makes money is a useful exercise for investors because it sheds light on what investors need to know before buying the stock right now. In a nutshell, the stock's near-40% rise in the past year has been propelled by its positive earnings momentum, which is largely due to an improvement in its end markets. So in order to take a view on whether this can continue, it's useful to know how Caterpillar makes money

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Friday, September 15, 2017

3M Company Earnings Analysis

3M Company (NYSE:MMM) needs sales growth. Just like peer Illinois Tool Works (NYSE:ITW), its stock price is starting to look heady -- both companies are trading in excess of their pre-recession valuations -- and it needs growth now in order to justify its rating. Moreover, with 3M's CFO Nick Gangestad claiming dividend growth would "be very similar to what we anticipate for earnings-per-share growth," 3M needs sales and earnings growth in the future -- a near 2.2% dividend yield isn't particularly exciting. Can 3M Company increase its growth rate? 

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What General Electric Company Needs to Learn From Honeywell International

A quick look at the relative stock price performances of Honeywell International (NYSE:HON)and General Electric Company (NYSE:GE) in 2017 shows a nearly 40% outperformance by the former. How is this so? Both companies are diversified industrial conglomerates with many end markets in common, particularly aerospace, so their stock prices should be roughly correlated, right?

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Tuesday, August 29, 2017

United Technologies Earnings Analysis

On the whole, United Technologies Corporation's (NYSE:UTX) earnings were a net positive, but they still left investors with plenty of answered questions. Although management raised full-year sales and earnings guidance, the reasons behind it --strengthening end markets -- was largely anticipated following earlier results from companies such as Honeywell International(NYSE:HON). It's the company-specific commentary that may have left investors concerned.

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Jones Lang LaSalle Earnings Analysis

Commercial property services company Jones Lang LaSalle (NYSE:JLL) strategic growth plan remains on track, but you wouldn't think it from looking at its declining EBITDA in the first half of the year. No matter, it's all part of the company's acquisition-led expansion plans, which management hopes will generate strong earnings growth in the years to come. The second-quarter earnings saw the company aggressively growing its top line while generating what management called "underlying operating momentum."

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Emerson Electric Earnings Analysis

It's been a long time coming, but Emerson Electric Co. (NYSE:EMR) is finally growing again. For the first time since the second quarter of 2015, the company's underlying sales were in positive territory. Moreover, Emerson's results were pretty much in line with expectations, but improving trends encouraged management to raise full-year guidance as a consequence.
Let's look at the details behind a busy third quarter for the company

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Tuesday, August 22, 2017

Roper Technologies Earnings Analysis

Diversified industrial company Roper Technologies, Inc. (NYSE:ROP) reported a solid set of second-quarter results, which contained the usual hallmarks of a Roper earnings report. Revenue and core operating margin expanded in all four segments, and the company's asset-light business model helped to ensure strong ongoing free cash flow generation.
Meanwhile, Roper's acquisitions are settling in well, and the company's transition to more software-based revenue continues. Let's take a look at the report.

Cognex Corporation Earnings Analysis

Machine vision company Cognex Corporation (NASDAQ:CGNX) reported record results in its second quarter and promptly guided investors toward a "monster" third quarter.
There are a lot of good things going on with the company in 2017, and the earnings call hinted at more long-term growth, even if the third quarter is likely to prove somewhat of an outlier. Let's take a look at another strong quarter for the company.
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Wednesday, August 16, 2017

Robert Half International Earnings Analysis

Leading staffing company Robert Half International Inc. (NYSE:RHI) delivered a solid set of results in its latest earnings report, and its numbers imply a relative improvement in the U.S. employment market. Moreover, management highlighted a leading indicator that suggests conditions will improve in the coming quarters.
Let's look at the results from one of the best bellwethers of the U.S. economy.

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BorgWarner Earnings Analysis

According to BorgWarner Inc. (NYSE:BWA) management, the outlook for the auto industry worsened in the past few months. But you wouldn't know it from the company's second-quarter results released on Thursday. BorgWarner is outperforming its end markets, and to such an extent that management felt compelled to raise full-year sales and earnings guidance.
Let's take a look at a strong quarter for the engine and drivetrain company.

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