With shares of Macy�� (NYSE:M) trading around $46, is Macy’s 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 MovementMacy���operates stores and Internet websites in the United States. It operates Macy�� and Bloomingdale�� stores and websites that sell a range of merchandise, including apparel and accessories, cosmetics, home furnishings, and other consumer goods in 45 states, the District of Columbia, Guam, and Puerto Rico. As trends change, so does fashion, and Macy�� is one of the companies that has remained relevant over the last several years. Consumers will continue to explore the latest styles and Macy�� and Bloomingdale�� stores stand ready to provide excellent products.
Macy�� posted earnings that beat Wall Street�� expectations — however, it came up short on beating the revenue expectation. The revenue miss is a negative sign to investors who seek high growth out of the company.�Look for Macy�� to remain a leader in the industry for many years to come.
Best Transportation Stocks To Watch Right Now: Wartsila Oyj Abp (WRT1V.HE)
Wartsila Oyj Abp is a Finland-based company. Its operations are divided into four segments: Power Plants, Ship Power, Services and PowerTech. The Power Plants segment offers multi-fuel solutions for power generation markets, such as gas power plants, dual-fuel power plants, oil power plants and liquid biofuel power plants, among others. The Ship Power segment offers a range of products and services to both shipyards and ship owners, such as medium-speed and low-speed engines, seals and bearings, automation systems, ship design and ballast water treatment systems, among others. The Services segment offers solutions, such as basic support, installation and commissioning, performance optimization and upgrades, among others. The PowerTech segment comprises research and development for medium-speed engines and other operations, with a focus on gas, environmental solutions and Smart Power Generation drives. It has operations in more than 160 locations in over 70 countries around the world. Advisors' Opinion:- [By Robert Wall var popups = dojo.query(".socialByline .popC"); popups.forEach(fu]
The British company tried to strengthen its maritime engine business through a $10 billion takeover of Finland�� W盲rtsil盲 Oyj (WRT1V.HE) which rebuffed Rolls-Royce’s preliminary approach. The attempted acquisition of a company of that size surprised investors who hadn�� realized expansion was on management�� agenda so soon after its full takeover of Tognum, a German engineering company originally acquired in partnership with Daimler.
Hot Industrial Conglomerate Companies For 2014: Orkla ASA (ORK)
Orkla ASA is a Norway-based company active in various sectors. The Company�� operations are structured into two segments: Branded Consumer Goods and Other Businesses. The Branded Consumer Goods segment is divided into five units: Orkla Foods, which comprises the Company�� food businesses in the Nordic region and the Baltics; Orkla Confectionery, which comprises five branded consumer goods businesses which serve the Nordic region and the Baltics as their home markets; Orkls Home & Personal consists of five branded consumer goods businesses, including Lilleborg, Lilleborg Profesjonell, the Axellus Group, Pierre Robert Group and House Care; Orkla Food Ingredients cover product categories, including margarine, marzipan, bread improvers and mixes, and yeast, and Orkla International includes branded consumer goods companies outside the Nordic region and the Baltics. The Other Businesses segment covers the Company�� operation in aluminum, real estate and hydropower sectors, among others. Advisors' Opinion:- [By Jonathan Morgan]
Orkla ASA (ORK), the Norwegian industrial conglomerate transforming itself into a consumer-goods producer, slumped 11 percent to 46.78 kroner, the largest drop since November 2011. The company reported second-quarter pretax profit of 514 million kroner ($86 million), missing estimates of 965 million kroner in a Bloomberg survey of analysts.
Hot Industrial Conglomerate Companies For 2014: ThyssenKrupp AG (TKA)
ThyssenKrupp AG is a Germany-based technology holding company operating in seven business areas. The Steel Europe division produces carbon steel flat products. The Steel Americas division is engaged in production, processing and marketing of high-grade carbon steels. The Materials Services division is engaged in global distribution of materials and the provision of complex technical services for the production and manufacturing sectors. The Elevator Technology division is engaged in the area of passenger transportation systems. The Plant Technology division focuses on specialty and large-scale plant construction. The Components Technology division is engaged in manufacturing components for the automotive, construction and engineering sectors as well as for wind turbines. The Marine Systems division focuses on naval and civil shipbuilding. Apart from its business areas, it provides business services, which are diversified into Business Services and Information Technology (IT) Services. Advisors' Opinion:- [By Corinne Gretler]
Telekom Austria (TKA) slid 1.6 percent to 5.63 euros. Second-quarter earnings before interest, taxes, depreciation and amortization fell to 330.3 million euros ($439 million) from 364.8 million euros a year earlier. That compared with the average 332.7 million-euro analyst estimate.
- [By Sofia Horta e Costa]
ThyssenKrupp AG (TKA), Germany�� largest steelmaker, rose to a five-week high. YOC AG (YOC) surged the most in more than three months after the mobile-phone advertising company said it sold 1.3 million euros ($1.7 million) of shares to increase capital. Lanxess AG (LXS), the chemical maker that joined the DAX in September, retreated 3.4 percent.
Hot Industrial Conglomerate Companies For 2014: Smiths Group PLC (SMGKF.PK)
Smiths Group plc is a technology company. It has five divisions: Smiths Detection, Smiths Medical, John Crane, Smiths Interconnect and Flex-Tek. The Company and its subsidiaries develop, manufacture, sale and support advanced security equipment, including trace detection, millimeter-wave, infrared, biological detection and diagnostics; mechanical seals, seal support systems, engineered bearings, power transmission couplings and specialist filtration systems, and medical devices aligned to specific therapies, principally airway, pain and temperature management, and vascular access. It also develops, manufactures, sells and supports specialized electronic and radio frequency products for the global wireless telecommunications, aerospace, defense, space, medical, rail, test and industrial markets, and engineered components, including ducting, hose assemblies and heating elements. In May 2011, it acquired the entire issued share capital of SDBR Comercio De Equipamentos De Seguanca LTDA. Advisors' Opinion:- [By Daniel Lauchheimer]
Currently, three main companies supply security equipment to the TSA - Safran (SAFRY.PK), Smiths (SMGKF.PK), and Level-3 Holdings (LLL). All three of these companies sell the whole range of their products to the TSA, with an ETD offering included. Recently, however, a new company, Implant Sciences Corporation (IMSC.PK) received approval from the TSA to begin selling their ETD equipment to airport security professionals. This approval has opened the door for IMSC to begin taking some market share away from the more established players in the US and beyond.
Hot Industrial Conglomerate Companies For 2014: Toshiba Corp (TOSBF)
TOSHIBA CORPORATION is a Japan-based manufacturer that operates in five business segments. The Digital Product segment manufactures and sells cellular phones, hard disc devices, optical disc devices, televisions among others. The Electronic Device segment provides general logic integrated circuits (ICs), optical semiconductors, power devices, large-scale integrated (LSI) circuits, among others. The Social Infrastructure segment manufactures and sells various generators, power distribution systems, water and sewer systems, transportation systems and station automation systems, among others. The Home Appliance segment provides refrigerators, drying machines, washing machines, cooking utensils, cleaners and lighting equipment, among others. The Others segment is involved in the provision of logistics services. In January 2014, Toshiba Corp purchased substantially all assets of OCZ Technology Group, and launched new subsidiary, OCZ Storage Solutions. Advisors' Opinion:- [By Bruce Kennedy]
On Monday, U.S. Attorney General Eric Holder announced indictments against five officers in China's People's Liberation Army (PLA) for ��erious cybersecurity breaches��against six American firms: Westinghouse Electric, a division of Toshiba (OTC: TOSBF) , Alcoa (NYSE: AA),�Allegheny Technologies (NYSE: ATI), U.S. Steel (NYSE: X), the United Steelworkers Union and SolarWorld (OTC: SRWRY).
- [By Dan Carroll and Max Macaluso, Ph.D.]
Panasonic's (NASDAQOTH: PCRFY ) not the first company you may think of in the health-care field, but this Japanese electronics maker's a player in blood glucose monitors and other fields. With Panasonic's sales under fire across the board, however, this company's looking to sell off its health-care business to refocus on its core segments. Toshiba (NASDAQOTH: TOSBF ) reportedly has expressed interest in a buy, and private equity-firms are also in the hunt to get on board with Asia's health-care rise.
Hot Industrial Conglomerate Companies For 2014: Siemens AG (SI)
Siemens AG (Siemens), incorporated on August 28, 1996, is a globally operating technology company with core activities in the fields of energy, healthcare, industry and infrastructure. Siemens business activities focus on four sectors, Energy, Healthcare, Industry and Infrastructure & Cities. These sectors form four of Siemens reportable segments. In addition to the four sectors, Siemens has two additional reportable segments: Equity Investments and Siemens Financial Services (SFS). The Energy sector comprises four divisions: Power Generation, Wind Power, Power Transmission and Energy Service. The Healthcare Sector includes four divisions: Imaging & Therapy Systems, Clinical Products, Diagnostics and Customer Solutions; and one sector-led Business Unit, Audiology Solutions. The Industry sector consists of three divisions: Industry Automation, Drive Technologies and Customer Services; and one sector-led Business Unit, Metals Technologies. The Infrastructure & Cities sector consists of five divisions: Rail Systems, Mobility and Logistics, Low and Medium Voltage, Smart Grid, and Building Technologies. In July 2013 Siemens sold its stake in the Nokia Siemens Networks (NSN) joint venture to Nokia and OSRAM Licht AG was spun off from Siemens.
Industry
The Industry Sector offers a broad spectrum of products, solutions and services that help customers use resources and energy. The Sector�� integrated technologies and holistic solutions primarily address industrial customers, particularly those in the process and manufacturing industries. The portfolio spans industry automation, industrial software, drive products and services, system integration, and solutions for industrial plant businesses. The Industry Sector consists of three Divisions: Industry Automation, Drive Technologies and Customer Services. The Sector also includes a sector-led Business Unit, Metals Technologies. In addition to its Sector-level financial results, Industry also breaks out financial results for the Indust! ry Automation Division and the Drive Technologies Division. The Industry Automation Division offers a range of standard products and system solutions for automation technologies used in the manufacturing and process industries. The Division�� offerings include automation systems and software, motor controls, machine-to- machine communication products, sensors, product and production lifecycle management products, and software for simulating and testing mechatronic systems. The Drive Technologies Division offers products and comprehensive systems across the entire drive train. These offerings are customized to the respective application and include numerical control systems, inverters, converters, motors (geared and gearless), drives and couplings. In addition, Drive Technologies supplies integrated automation systems for machine tools and production machines. The Division also offers integrated lifecycle solutions and services for industries such as shipbuilding, cement, mining, and pulp and paper. The Customer Services Division offers a comprehensive portfolio of services and supports industrial customers.
Energy
The Energy Sector offers a spectrum of products, solutions and services for generating and transmitting power, and for extracting, converting and transporting oil and gas. The Fossil Power Generation Division offers products and solutions for fossil-based power generation. The Division concentrates on products and solutions for gas and steam turbines, turbo generators, heat recovery steam generators including control systems, with an emphasis on combined-cycle power plants. It also develops solutions for instrumentation and control systems for all types of power plants and for use in power generation. The Wind Power Division manufactures wind turbines for onshore and offshore applications, including both geared turbines and direct drive machines. The product portfolio is based on four product platforms, two for each of the onshore and offshore applications. The Oil ! & Gas Div! ision has a comprehensive portfolio of rotating machinery (gas turbines, steam turbines, compressors with associated equipment) and electrical, instrumentation and telecommunication (EIT) solutions. The Power Transmission Division provides customers with turnkey power transmission solutions as well as discrete products, systems and related engineering and services. It covers high-voltage transmission solutions, power and distribution transformers, high-voltage switching and non-switching products and systems, and alternating and direct current transmission systems. The Energy Service Division offers comprehensive services for products, solutions and technologies, covering performance enhancements, maintenance services, customer trainings and consulting services for the Divisions Fossil Power Generation, Wind Power and Oil & Gas. The Wind Power Division is active in both the onshore and the offshore market segments globally. Power Transmission Division is expanding infrastructure in emerging countries, equipment replacement and modernization in mature economies, and integration of renewable energies.
Healthcare
The Healthcare Sector offers customers a comprehensive portfolio of medical solutions across the treatment chain-ranging from medical imaging to in-vitro diagnostics to interventional systems and clinical information technology systems-all from a single source. In addition, the Sector provides technical maintenance, professional and consulting services, and, together with Financial Services (SFS), financing to assist customers in purchasing the Sector�� products. The Healthcare Sector includes four Divisions: Imaging & Therapy Systems, Clinical Products, Diagnostics and Customer Solutions. The Sector also includes one sector-led Business Unit, Audiology Solutions. In addition to its Sector-level financial results, Healthcare also separately breaks out financial results for the Diagnostics Division.
The Imaging & Therapy Systems Division provides large-scale! medical ! devices for diagnostic imaging and for image-guided therapies. Imaging equipment includes computed tomographs, magnetic resonance imaging equipment, angiography systems for diagnostics, and positron emission tomography. The Clinical Products Division mainly comprises the business with ultrasound and X-ray equipment including mammography. The Diagnostics Division offers products and services in the area of in-vitro diagnostics. The Division�� product portfolio represents a comprehensive range of diagnostic testing systems and consumables, including offerings for clinical chemistry and immunodiagnostics, molecular diagnostics, hematology, hemostasis, microbiology, point-of-care testing and clinical laboratory automation solutions. The Customer Solutions Division provides healthcare information technology (HIT) systems. It is responsible for the Sector�� service business and customer relationship management on a global level.
Equity Investments
The Equity Investments comprises equity stakes held by Siemens that are accounted for by the equity method, at cost or as current available-for-sale financial assets and for strategic reasons are not allocated to a Sector, SFS, Centrally managed portfolio activities, Siemens Real Estate (SRE), Corporate items or Corporate Treasury. Its main investments within Equity Investments are its stake of 50% in BSH Bosch and Siemens Hausgerate GmbH (BSH), its stake of 17% in OSRAM Licht AG (OSRAM) as well as its 49% stake in Enterprise Networks Holdings B.V. (EN).
Financial Services
Financial Services provides a variety of financial services and products to other Siemens units and their customers and to third parties. SFS has three strategic pillars: supporting Siemens units with finance solutions for their customers, managing financial risks of Siemens and offering third-party finance services and products. SFS��business can be divided into capital business and fee business. The Commercial Finance Business Unit offers! a compre! hensive range of solutions for equipment financing, leasing, rental and related financing for equipment supplied by Siemens or third-party providers. The Venture Capital Business Segment�� main task, together with Siemens��Sectors, is to identify and finance young companies worldwide. The Treasury Business Unit operates the global Corporate Treasury of the Siemens Group, with SFS employee�� thereby managing liquidity, cash and financial risks (interest, foreign exchange, commodities) on behalf of Corporate Treasury. The Financing & Investment Management Business Unit manages fee-based receivables and offers investment management services. The Insurance Business Unit acts primarily as an insurance broker for Siemens and external customers.
Infrastructure & Cities
The Infrastructure & Cities Sector offers a range of technologies for the sustainability of metropolitan centers and urban infrastructures worldwide, such as integrated mobility solutions, building and security systems, power distribution equipment, smart grid applications and low and medium-voltage products. The Sector consists of five Divisions: Rail Systems; Mobility and Logistics; Low and Medium Voltage; Smart Grid; and Building Technologies. The Rail Systems Division comprises Siemens��rail vehicle business, encompassing the entire spectrum of rolling stock-including high-speed trains, commuter trains, passenger coaches, metros, people movers, light rail vehicles, locomotives, bogies, traction systems and rail-related services. The Mobility and Logistics Division primarily provides products, solutions (including IT solutions) and services for rail transportation operating systems, such as central control systems, interlockings and automated controls. The Division also provides offerings for road traffic, including traffic detection, information and guidance systems.
Advisors' Opinion:- [By Dan Carroll]
Siemens's (NYSE: SI ) stock hasn't fared so well recently: Its shares have shed 4.8% year to date. Incrased exports should help if that trend keeps up, as Siemens conducts a significant amount of international business as Germany's pre-eminent engineering firm. Company leadership still projects a double-digit profit margin for 2014 despite the weak business climate in Europe, although Siemens has already lowered its outlook for the current year as solar-related losses and other charges weigh on its bottom line. Siemens will need to charge up its energy business to succeed, as the company expects profit from the unit to come in on the low side of earlier full-year projections.
- [By Alex Jordon]
A variety of acquisitions ramps up Oracle's presence in cloud computing, like deals with RightNow, Taleo, and Eloqua. The annual run-rate of their cloud business is already over $1 billion, larger than Workday (WDAY) and SAP (SAP) combined. New customers include British Telecom (BT), BMC Software (BMC), Siemens (SI), Yahoo (YHOO), and Intuit (INTU).
- [By WALLSTCHEATSHEET]
Siemens provides technology products and services in a wide range of industries worldwide. A recent sell of the remaining investment in the Nokia Siemens Network is scheduled and it seems as if the markets are content with this move. The stock has struggled in recent years, and it is part of a value range extending to the beginning of the year. In the past four quarters, investors in the company have been on the fence as earnings and revenue figures have been mixed. Relative to its peers and sector, Siemens has been a poor year-to-date performer. WAIT AND SEE what Siemens does in coming quarters.
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