Monday, August 31, 2015

Alcoa Earnings Analysis

With the markets in a tailspin over events in China and Greece, I thought it would be good to get some commentary on the global industrial economy. The earnings call at aluminum and alumina producer Alcoa (NYSE:AA) is a great place to start. Its management always delivers solid guidance on its end markets, and what it says has direct relevance to industrial bellwethers General Electric Company (NYSE:GE) and United Technologies Corporation. Let's take a look at Alcoa's recent results and take a deeper dive into what's going on with the global economy.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Sunday, August 30, 2015

Why FedEx Has Outperformed United Parcel Service

All great corporations have great men behind them who shape the management philosophy of the company, and there is no doubt who it is at FedEx Corporation (NYSE:FDX). Founder, Chairman, President and CEO Fred Smith created the company in 1971 and his influence can be directly seen in the ongoing operations of the company today. With this in mind, let's take a look at Smith's development of FedEx and why it may have led to the company outperforming its rivals in the last few years.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Wednesday, August 26, 2015

McCormick & Company Earnings Analysis

The good news is spice-and-seasonings business McCormick & Company (NYSE:MKC) is achieving most of its objectives in 2015. The bad news is currency effects continue to erode its reported sales and profit generation. With this in mind, let's take a closer look at what is actually going on with its sales trends and earnings. The company reported Q2 results on July 1 and gave an updated 2015 outlook.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED HERE

MSC Industrial Earnings Analysis

The latest third-quarter results from MSC Industrial Direct (NYSE:MSM) confirmed the company's position as a potential recovery play, but it also underlined how difficult its end markets are at present. In short, it was a mixed bag of results. Let's take a closer look at the good and bad in the quarter.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Friday, August 21, 2015

AZZ Incorporated Earnings Analysis

After a difficult 2014 in which the company underperformed the S&P 500 index by nearly 14%, AZZ (NYSE:AZZ) is ahead of the index by more than 8% on a year-to-date basis. Essentially, AZZ's management has addressed a number of issues that plagued the company last year, and the market is warming to its plan to expand its steel galvanizing operations. In this context, let's take a look at its recent first-quarter results and what they indicate for the company's prospects.


READ THE FULL EQUITY RESEARCH ARTICLE  LINKED

Sunday, August 16, 2015

General Electric Company (GE) New Technologies

By now, most investors in General Electric Co. (NYSE:GE) will be aware of management's plans to shift the company toward generating 90% of its profits from industrial operations by 2018. Alongside this move, General Electric is also busy trying to generate orders for three key technologies. All three are within its core operations, and their success will help convince the market that CEO Jeff Immelt has put the company on the right track.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Saturday, August 15, 2015

Best Stocks in Agriculture

Are you looking to buy into the idea that the agricultural sector is going to bottom out this year? If so, you would be in good company, because Warren Buffett has been buying stock in agricultural machinery giant Deere & Co. (NYSE:DE). But is that the best stock for individual investors? Which stock in the sector should you prefer, and why? Let's look at the leading candidates in the agricultural machinery sector and some of their key metrics for 2015 and 2016.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Monday, August 10, 2015

Jack Welch and General Electric Company (GE)

Assessing the greatest business contribution Jack Welch has made to General Electric Company (NYSE:GE) is a worthy endeavor from an academic perspective, but what does it mean for contemporary investors? In reality, the company is vastly different from the one that Welch left in 2001, but there are still many conclusions from Welch's time that are relevant to the company today. Let's take a look at Welch's tenure and what it means to current investors in the stock


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Friday, August 7, 2015

3m Company Equity Analysis

3M Company (NYSE:MMM) is an exceptionally well-run business, but is it a great stock for your portfolio? It has industry-leading margins and productivity, but also a valuation to match. What it boils down to is whether you think the company can sustain the excellence of its execution. Let's take a closer look.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Tuesday, August 4, 2015

General Electric Company Finds $1.8 Billion

Whisper it quietly but General Electric Company (NYSE:GE) just found $1.8 billion for investors. Essentially, the company now expects cost synergies from the intended integration of Alstom to produce $3 billion in annual cost savings by the fifth year, up from a previous target of $1.2 billion. With CEO Jeff Immelt outlining the details at the Electrical Products Group conference at the end of May, I thought it would be a good time to look at what he said, and why the news is so important for GE investors.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Monday, August 3, 2015

What About United Parcel Service Inc Credit Rating?

On the same day that United Parcel Service Inc (NYSE:UPS) released its first-quarter earnings, Moody's changed its outlook on the company's debt to negative. It's never a good sign when a credit rating agency lowers its outlook on a company's debt, and investors in the stock might be concerned that the bond market knows something that the equity market doesn't. With that said, what are investors to make of Moody's move?


READ THE FULL EQUITY RESEARCH ARTICLE LINKED



Saturday, August 1, 2015

Commercial Construction Stocks to Buy in 2015

Since 2009, the global economic recovery has been uneven and unpredictable. Possibly the worst hit segment of the economy was the commercial construction sector which has certainly seen its share of ups and downs over the years. However, uncertainty often creates opportunities for forward-thinking investors. Let's take a look at the dynamics in the sector and the stocks that could benefit from an extended recovery.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Wednesday, July 29, 2015

Kuehne + Nagel Equity Analysis

It's usually a good idea for long-term investors to take a step back once in a while and look at the thematic trends affecting the prospects of their stocks. One such trend for transportation companies United Parcel Service Inc (NYSE:UPS) and FedEx Corporation (NYSE:FDX) is the relative weakness in global trade growth when compared to global GDP growth. Both companies' managements have mentioned the issue on earnings calls. So I decided it would be a good idea to delve deeper into the trend by looking at Switzerland's Kuehne + Nagel (NASDAQ Other:KHNGF).


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Wednesday, July 22, 2015

Mooody's Sees Elevated Risk in General Electric Company

Moody's Investors Service recently released a report on General Electric Company (NYSE:GE) highlighting the elevated near-term risk in GE's investment programs. To be clear, the report also outlined that the investments should leave GE "well positioned" in the long run, but I want to focus on the near-term issues.



What were the reasons behind the elevated risks discussed? And what are investors to make of them?


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Friday, July 10, 2015

Stocks to Buy in the Dental Sector

The investment thesis behind investing in the dental business is simple. An aging Western population with better access to dental healthcare means many more teeth will need treatment in the future.

Moreover, increasing standards of healthcare in the developing world offer ample opportunities for the dental business abroad as well. Throw in the relatively recession-resistant nature of the industry and you have a bullish case for this business. So which are the best stocks to buy in the dental business?


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Thursday, July 9, 2015

Is Deere & Company a Buy?

The recent second-quarter earnings from Deere & Company (NYSE:DE) helped the stock to outperform the S&P 500 on a year-to-date basis. The stock has attracted a lot of attention in 2015, not least from the news that Warren Buffett has been buying it for Berkshire Hathaway.

How did the recent results reflect upon the company's prospects in 2015? Let's take a look at four key conclusions.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Saturday, July 4, 2015

Heico Corp Earnings Research

Investors in aviation product and service company Heico Corp. (NYSE:HEI) must have been perplexed by the stock's recent price movements. As shown in the chart below, the stock shot up more than 10% in trading after Heico released its fiscal second-quarter earnings on Tuesday. However, that came after the share price declined significantly in the weeks before the results were released. Essentially, the earnings numbers confirmed the company's positive trajectory and the market rewarded the stock accordingly.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Monday, June 29, 2015

What do SmartPost and SurePost Offer?

In an earlier article, I looked at the three big changes facing FedEx Corp. (NYSE:FDX) and United Parcel Service (NYSE:UPS) in the shipping marketplace. Two of them, the shift in consumer preference toward slower/lower-cost delivery options and burgeoning e-commerce deliveries, have contributed to the growth of FedEx's SmartPost and UPS's SurePost. Both services offer lower-cost ground delivery options and use the U.S. Postal Service, or USPS, for final delivery to residential consumers. As such, SmartPost and SurePost both carry risk due to their reliance on the USPS. Let's consider those risks, and why they matter to FedEx and UPS.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Thursday, June 11, 2015

Precision Castparts Stock Article

As readers might already know, Warren Buffett's Berkshire Hathaway has been buying shares of Precision Castparts  (NYSE: PCP  )   even as the stock has declined in the last year and a half. Essentially, the bullish case for the metal-components maker is that the sell-off is due to a combination of nonrecurring events and weakness in its oil and gas markets, but that the long-term growth potential from its core commercial aviation market remains intact. Let's look at four key conclusions from the recent fourth-quarter earnings and how they relate to the idea of buying the stock.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED

Wednesday, June 10, 2015

Danaher Corporation Stock Would Suit Warren Buffett

I'll cut to the chase: it's Danaher Corp.  (NYSE: DHR  ) Why? It's simple. Throughout the last 20 years or so, the conglomerate has incorporated many of the principles that made Warren Buffett so successful. In fact, I would argue that Danaher's management has run the company almost in the manner of an investment firm such as Buffett's Berkshire Hathaway. An argument which is only strengthened by the recent agreement to purchase life science filtration company Pall Corporation (NYSE: PLL  ) --a move which was suggested in a Fool article on takeover targets for 2015. Let's take a closer look at why investing in Danaher stock is something that could suit Buffett and what the Pall Corp deal means for investors.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED