With shares of Boeing (NYSE:BA) trading around $132, is BA 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 MovementBoeing is an aerospace company. It focuses primarily on engineering, information technology, research and development, test and evaluation, technology strategy development, environmental remediation management, and intellectual property management. The company operates in five segments: Commercial Airplanes, Boeing Military Aircraft, Network & Space Systems, Global Services & Support, and Boeing Capital Corp.
The ongoing conflict between Boeing and union machinists in Washington state over the construction of the planemaker�� new 777X jets appeared to reach a breaking point last week when Boeing announced it was soliciting bids from over a dozen locations. But, a recent mistake in a full-page ad by the Washington Aerospace Partnership aimed at keeping Boeing in the state has raised some interesting questions, even if it was a ��ringe-worthy error,��as a spokesperson for the group admitted.�The error in question revolved around a full-page ad that mistakenly superimposed a photo of a European-made Airbus A319 with the text ��he Future of Washington.��A hugely ironic oversight by the group members, the mistake has had the unintended consequence of imagining what a future without Boeing might consist of — and more importantly, imagining a future with Boeing rival Airbus.
Top Airline Companies To Invest In Right Now: Biglari Holdings Inc (BH)
Biglari Holdings Inc. is a holding company engaged in a range of diverse business activities. The Company, along with its subsidiaries, is engaged in investment management and the franchising/operating of restaurants. The Company's wholly owned subsidiaries include Steak n Shake Operations, Inc. (Steak n Shake), Western Sizzlin Corporation (Western) and Biglari Capital Corp. (Biglari Capital). Biglari Holdings, as a capital allocating vehicle, is also in the business of owning other businesses in whole and in part. In February 2014, Biglari Holdings Inc and Alpha Media Group announced that the wholly owned subsidiary of Biglari Holdings has acquired MAXIM.
On April 30, 2010, the Company completed the acquisition of Biglari Capital Corp. (Biglari Capital). On March 30, 2010, the Company, through its wholly owned subsidiary, Grill Acquisition Corporation, completed the acquisition of Western.
Steak n Shake
The Company is engaged in the ownership, operation, and franchising of Steak n Shake restaurants. Steak n Shake is a American brand serving burgers and milk shakes. Steak n Shake offers its patrons full-service dining with counter and dining room seating, as well as drive-thru and carry-out service. During the fiscal year ended September 29, 2010 (fiscal 2010), counter and dining room sales represented approximately 60% of the sales mix, while sales for off-premises dining represent approximately 40% of the sales mix.
Western Sizzlin
The Company is engaged in the franchising of restaurants. Western Sizzlin offers full service dining of signature steak dishes, as well as other classic American menu items. Western Sizzlin also operates other concepts, Great American Steak & Buffet, and Wood Grill Buffet consisting of hot and cold food buffet style dining.
Advisors' Opinion:- [By Geoff Gannon]
But there are other businesses like that. Some great businesses have almost no good choices for additional investment within their own circle of competence. The best owner for these kinds of businesses would be someone like Berkshire, Teledyne, Biglari Holdings (BH), etc. Or a private individual who does the same thing by investing in different industries, regions, etc.
Top 5 Information Technology Companies To Watch For 2014: Telular Corporation(WRLS)
Telular Corporation designs, develops, and distributes products and services that utilize wireless networks to provide data and voice connectivity among people and machines primarily in the United States and internationally. It provides machine-to-machine and event monitoring services, including Telguard that comprises a specialized terminal unit, which interfaces with commercial security control panels and communicates with event processing servers to provide real-time transport of alarm signals from residential and commercial locations to an alarm company?s central monitoring station; and TankLink solution that combines a cellular communicator, wireless data services, and a Web-based application into a single offering, which allows end-users to monitor the product level in a given tank vessel. The company also offers fixed cellular terminals for voice, fax, and Internet access over the wireless networks. It sells its products to security equipment distributors, cellular carriers, and value added resellers. The company was founded in 1986 and is headquartered in Chicago, Illinois.
Advisors' Opinion:- [By Eric Volkman]
Telular (NASDAQ: WRLS ) will most likely soon be an asset belonging to another company. It has entered into an agreement to be bought by private equity firm Avista Capital Partners for total consideration of $253 million. This consists of $12.61 per share in cash and roughly $18.5 million in assumed debt.
Top 5 Information Technology Companies To Watch For 2014: Givaudan SA (GIVN)
Givaudan SA is a Switzerland-based holding company engaged in the fragrance and flavor industry. The Company has two business divisions: Fragrances and Flavors. The Fragrances business segment comprises the manufacture and sale of fragrances into three global business units: Fine Fragrances, comprising signature fragrances and line extensions, Consumer Products, comprising fabric and personal care, hair and skin care, household and air care, as well as oral care, and Fragrance Ingredients. The Flavors business division comprises the manufacture and sale of flavors into four business units: Beverages, comprising flavors for soft drinks, fruit juices and instant beverages; Dairy, comprising ice cream, yoghurt, desserts and yellow fats; Savory, covering soups and sauces, among others; and Confectionery. The Company is also engaged in research and development activities, which comprises the development of a palette of perfumery raw materials, both synthetic and natural. Advisors' Opinion:- [By Inyoung Hwang]
Berkeley Group Holdings Plc (BKG) surged 8.3 percent after saying first-half profit rose 22 percent. London Stock Exchange Group Plc (LSE) climbed 2.4 percent after Bank of America Corp.�� Merrill Lynch unit recommended buying the stock. Givaudan SA (GIVN) lost 1.3 percent after Nestle SA said it will sell $1.27 billion of shares in the world�� largest flavorings maker.
- [By Celeste Perri]
Nestle SA (NESN) is selling Givaudan (GIVN) SA shares worth $1.27 billion at yesterday�� closing price to institutional investors, winding down its stake in the world�� largest flavorings maker.
Top 5 Information Technology Companies To Watch For 2014: ING Groep NV (ISP)
ING Groep N.V. (ING) is a global financial institution offering banking, investments, life insurance and retirement services to meet the needs of the customers. The Company�� segments include banking and insurance. Banking segment includes retail Netherlands, retail Belgium, ING direct, retail central Europe (CE), retail Asia, commercial banking (excluding real estate), ING real estate and corporate line banking. Insurance segment includes insurance Benelux, insurance central and rest of Europe (CRE), insurance United States (US), Insurance US closed block VA, insurance Asia/Pacific, ING investment management (IM) and corporate line insurance. In November 2013, the Company completed the sale of ING Hipotecaria to Banco Santander (Mexico), S.A. In December 2013, the Company completed the sale of its 33.3% interest in China Merchants Fund to its joint venture partners China Merchants Bank Co Ltd and China Merchants Securities Co Ltd, and divested ING Life Korea to MBK Partners. Advisors' Opinion:- [By Tom Stoukas]
UniCredit SpA and Intesa Sanpaolo SpA (ISP), Italy�� biggest banks, dropped more than 1 percent as the nation�� benchmark FTSE MIB Index slid 1.2 percent. Rio Tinto Group led mining companies lower after a measure of Chinese manufacturing missed a preliminary estimate. Aryzta AG rallied the most in six months as the Swiss supplier of bakery products reported results that topped projections.
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