It might not be obvious to the casual observer, but right now, today, Campbell's (NYSE: CPB ) stock offers one of the best values available in the processed foods industry. Why?
Three reasons.
Campbell is cheap
When you stack up the stock of Campbell Soup against a couple of its bigger rivals -- H.J. Heinz (NYSE: HNZ ) and Mondelez International (NASDAQ: MDLZ ) -- it's clear that Campbell's stock is the best bargain of the bunch. Its 19 price-to-earnings ratio is nearly 15% cheaper than Heinz's 22.2 P/E, and it offers an eye-popping 37% discount to the 31 P/E at Mondelez.
Granted, looking into the future, improved profits at all three companies will bring their forward P/E ratios down, with Mondelez making the biggest "gains" in a decline to just 17.2. Even so, Campbell stock retains its "cheapest foodmaker" label, with a forward P/E of just 16.3 -- lower than Heinz or Mondelez, either one.
Top 10 Cheapest Companies To Own In Right Now: Engility Holdings Inc (EGL)
Engility Holdings, Inc. (Engility), incorporated on November 18, 2011, is a provider of systems engineering services, training, program management, and operational support for the United States Government worldwide. The Company�� business is focused on providing a range of engineering, technical, analytical, advisory, training, logistics and support services. The Company operates in two segments: Professional Support Services and Mission Support Services. The Professional Support Services segment provides Systems Engineering and Technical Assistance (SETA) services, program management support and software engineering lifecycle sustainment and support services. Through its Mission Support Services segment, it provides capabilities, such as defense related training, education and support services, law enforcement training, national security infrastructure and institutional development. In July 2012, L-3 Communications Holdings, Inc. (L-3) completed the spin-off of its subsidiary, Engility. In January 2014, Engility Holdings Inc completed the acquisition of Dynamics Research Corp.
The SETA services that it provides are categorized under the United States Government Professional, Administrative and Management Support Services spending. The Company�� customers include the United States Department of Defense (DoD), the United States Department of Justice (DoJ), the United States Agency for International Development (USAID), the United States Department of State (DoS), Federal Aviation Administration (FAA), Department of Homeland Security (DHS), and allied foreign governments. During the year ended December 31, 2011, it had revenues of 98% of which was derived from its United States Government customers.
Professional Support Services
Engility�� SETA services include systems engineering and integration, including requirements development and traceability; test and evaluation; field testing and data analysis; modeling and simulation (M&S), and systems training solut! ions assessment, development and delivery. The Company provides services for a range of systems, including combat systems, health and welfare systems, information technology (IT) networks and depot-level maintenance, including counter-improvised explosive devices (IEDs). Engility has supported Developmental test and evaluation (DT&E) and Operational test and evaluation (OT&E) for a range of DoD, DHS, and FAA customers, performing a variety of tests, including in management, planning, execution, integration, formal systems, interoperability, regression, reporting, end-to-end testing, and combined test force/integrated test team/integrated process team support.
The Company�� field testing and data analysis business provides staff developing research reports, white papers, test plans, test reports, monthly status reports and inputs for technology data calls and presentation materials. Engility�� M&S business supports the DoD, DHS, FAA and National Aeronautics and Space Administration (NASA). Its Systems Training Solutions Assessment, Development and Delivery business provides systems training solutions assessment, development and delivery support. In addition, Engility provides training solutions across the DoD with regard to training requirements for several acquisition programs, as well as Air Operations Centers and Distributed Mission Operations. It provides technology training solutions for Command and Control, Command, Control and Communications, Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance, Air Traffic Control and Explosive Ordnance Disposal (EOD).
The Company�� Program Management Support business provides qualified staff to perform all aspects of Program and Project Management, including support for planning, organizing, securing, and managing resources. It provides strategic planning and support to program management offices and business operations. It provides financial/budget analysis and management, acquisition manage! ment supp! ort, logistics, and supply chain management and lifecycle support. Engility�� field service representatives deliver technical and advisory services, such as system administration, tactical operations center process engineering, on-location Website development and implementation, analysis center operations process engineering, network implementation and operation, database design and implementation, and information assurance procedure development, documentation, and implementation.
Mission Support Services
This segment consists of six service and support lines: military and the United States Government mission support; defense related training, education and support services; law enforcement training, education and support services; capacity building; international development and support to USAID; linguist services; counter IED analytical operational support, and asset forfeiture support. The Company trains individual soldiers and operational units, and it assists the United States Armed Forces in developing and implementing doctrine-based training systems and programs. In addition, Engility is a provider of leader development programs. Engility is a provider of law enforcement training, support and technical services to international customers, and it holds two contracts through which the United States trains foreign police.
The Company provides integrated programs that help organizations, institutions and governments abroad develop the capacity to fulfill their legally-mandated functions. International Resources Group Ltd. (IRG), its wholly owned subsidiary, has completed over 850 contracts with USAID in 140 countries. Engility�� Translation and Interpretation business provides a range of language services in support of military, intelligence and law enforcement operations, as well as document translation and exploitation services. The Company provides staffing and support services to the agencies of the DoJ, including seized assets management and disposition! , program! management support, and legal and investigative support services.
The Company competes with Lockheed Martin, General Dynamics, Northrop Grumman, Raytheon Systems Company, SAIC, Booz Allen, DynCorp International, Inc., TASC, ManTech, AECOM, ITT Exelis, CSC, Cubic and CACI.
Advisors' Opinion:- [By Rich Smith]
The United States Agency for International Development (USAID) has selected Engility Holdings (NYSE: EGL ) to be part of a $400 million contract to develop "clean energy" solutions. Most of the work will be done for foreign countries.
Top 10 Cheapest Companies To Watch For 2014: iShares US Home Construction ETF (ITB)
iShares Dow Jones U.S. Home Construction Index Fund (the Fund) is a non-diversified index fund. The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Home Construction Index (the Index).
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Index measures the performance of the home construction sector of the United States equity market, and includes companies that are constructors of residential homes, including manufacturers of mobile and prefabricated homes.
Advisors' Opinion:- [By Ryan Detrick, Senior Technical Strategist, Schaeffer's Investment Research, Inc.]
The action in housing stocks is another concern. The iShares Dow Jones US Home Construction Index Fund (ITB) is in the midst of making a very bearish-looking head-and-shoulders peak.
Top 10 Cheapest Companies To Watch For 2014: Fluidigm Corporation(FLDM)
Fluidigm Corporation engages in the development, manufacture, and marketing of microfluidic systems for growth markets in the life science and agricultural biotechnology (Ag-Bio) industries. The company?s proprietary microfluidic systems consist of instruments and consumables, including chips (integrated fluidic circuits) and reagents. Its technology enables customers to perform and measure various biochemical reactions on samples smaller than the content of a single cell by utilizing minute volumes of reagents and samples; and rapid preparation of multiple samples in parallel for next generation DNA sequencing. The company?s products include the BioMark HD system, which performs high-throughput gene expression analysis using real-time and end point PCR, SNP genotyping, single-cell analysis, and digital PCR using TaqMan, EvaGreen dye, and other chemistries; The EP1 System that performs end point PCR and is commonly used in production settings for Ag-Bio, digital PCR, and copy number variation experiments using TaqMan, EvaGreen dye, and other chemistries; and the Access Array system that enables automated sample preparation and tagging for next generation DNA sequencers. The company serves pharmaceutical and biotechnology companies, academic institutions, diagnostic laboratories, and Ag-Bio companies. Fluidigm Corporation distributes its instruments and supplies through direct field sales and support organizations in North America, Europe, and Japan; and through distributors or sales agents in parts of Europe, Latin America, the Middle East, and the Asia-Pacific region. The company was formerly known as Mycometrix Corporation and changed its name to Fluidigm Corporation in April 2001. Fluidigm Corporation was founded in 1999 and is headquartered in South San Francisco, California.
Advisors' Opinion:- [By Sean Williams]
What: Shares of Fluidigm (NASDAQ: FLDM ) , a manufacturer of microfluidic systems for the biotech, pharmaceutical, and academic research sectors, shot higher by as much as 14% after reporting its first-quarter-earnings results.
Top 10 Cheapest Companies To Watch For 2014: Town Sports International Holdings Inc.(CLUB)
Town Sports International Holdings, Inc., together with its subsidiaries, owns and operates fitness clubs in the northeast and mid-Atlantic regions of the United States. Its facilities include cardiovascular equipment; free weight and strength equipment; group exercise and cycling studios; the entertainment system network; locker rooms, including shower facilities and towel services; and other amenities, such as saunas, babysitting, and a pro-shop. The company also provides swimming pools, and racquet and basketball courts; and programs, which include small group training, children?s programs, and other programs targeting adult members. As of December 31, 2011, it operated 160 fitness clubs comprising 108 New York Sports Clubs, 25 Boston Sports Clubs, 18 Washington Sports Clubs, and 6 Philadelphia Sports Clubs, as well as 3 clubs located in Switzerland. The company is based in New York, New York.
Advisors' Opinion:- [By Seth Jayson]
Town Sports International Holdings (Nasdaq: CLUB ) reported earnings on July 24. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), Town Sports International Holdings met expectations on revenues and met expectations on earnings per share. - [By gurujx]
Town Sports International Holdings Inc (CLUB) Reached the 3-year Low of $5.82
The prices of Town Sports International Holdings Inc (CLUB) shares have declined to close to the 3-year low of $5.82, which is 62.2% off the 3-year high of $14.96.
- [By John Udovich]
On Thursday, small cap fitness club owner Life Time Fitness, Inc (NYSE: LTM) lost some weight for investors as analysts gave the stock a workout after its Analyst Day failed to ease their concerns, meanings its worth taking a closer look at the stock along with the performance of Town Sports International Holdings, Inc (NASDAQ: CLUB)�and Steiner Leisure Ltd (NASDAQ: STNR).
Top 10 Cheapest Companies To Watch For 2014: Songbird Estates PLC (SBEPF.PK)
Songbird Estates plc is engaged in management of its investment in its main subsidiary, Canary Wharf Group plc (Canary Wharf Group), which is the holding company. Canary Wharf Group is engaged in integrated property development, investment and management focusing primarily on the Estate. In London, Canary Wharf Group is engaged through joint ventures in the redevelopment of 20 Fenchurch Street and the Shell Centre. Canary Wharf Group�� investment property portfolio consists of 16 completed properties (out of the approximately 35constructed on the Estate) totaling approximately seven meter square feet of net internal area (NIA). In July 2013, Songbird Estates plc's Canary Wharf Group plc completed the acquisition from Gort Limited (in administration) and Hibernia (2005) Limited (in administration), of 15 Westferry Circus at Canary Wharf. Advisors' Opinion:- [By Mike Arnold]
Brookfield's public assets include a 21% stake (and potentially more given certain warrants held by Brookfield) in General Growth Properties (GGP), a 51% stake in Brookfield Office Properties (BPO), a 36% stake (again, more if certain warrants are exercised) in Rouse Properties (RSE) and 21% stake in Canary Wharf Group Plc, which is majority owned by Songbird Estates Plc (SBEPF.PK).
Top 10 Cheapest Companies To Watch For 2014: Cerus Corporation(CERS)
Cerus Corporation, a biomedical products company, engages in the development and commercialization of the INTERCEPT Blood System. The company?s INTERCEPT system is designed to inactivate blood-borne pathogens in donated blood components intended for transfusion. It markets the INTERCEPT system for platelets and plasma primarily in Europe, the Russian Federation, and the Middle East. The company is also developing INTERCEPT Blood System for red blood cells or red blood cell system, which is designed to inactivate blood-borne pathogens in donated red blood cells for transfusion. Cerus Corporation has collaboration agreements with Baxter International, Inc.; and BioOne Corporation, as well as the United States Armed Forces. The company was founded in 1991 and is based in Concord, California.
Advisors' Opinion:- [By Seth Jayson]
Cerus (Nasdaq: CERS ) is expected to report Q1 earnings on April 30. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Cerus's revenues will expand 15.0% and EPS will remain in the red.
Top 10 Cheapest Companies To Watch For 2014: Kate Spade & Co (KATE)
Kate Spade & Co, formerly Fifth & Pacific Companies Inc, incorporated in January 1976, designs and markets a portfolio of retail-based, premium brands, including JUICY COUTURE, KATE SPADE and LUCKY BRAND. The Company also has a private brand jewelry design and development division, which markets brands through department stores and serves J.C. Penney Corporation, Inc. (JCPenney), through exclusive supplier agreements for the LIZ CLAIBORNE and MONET jewelry lines and Kohl's Corporation (Kohl's) through an exclusive supplier agreement for DANA BUCHMAN jewelry. It also has licenses for the LIZ CLAIBORNE NEW YORK brand, available at QVC and LIZWEAR, which is distributed through the club store channel. It maintains an 18.75% stake in MEXX, a European and Canadian apparel and accessories retail-based brand. As of December 31, 2011, the Company operated a total of 307 specialty retail stores under various Company trademarks, consisting of 285 retail stores within the United States and 22 retail stores outside of the United States (primarily in Europe and Canada). The Company operates in four segments: JUICY COUTURE segment, KATE SPADE segment, LUCKY BRAND segment, and Adelington Design Group & Other segment. In August 2013, Granite Real Estate Investment Trust closed its acquisition of a 600,000 square foot logistics-distribution facility in West Chester (Cincinnati), Ohio from the Company. In February 2014, the Company completed the sale of Lucky Brand Dungarees Inc.
JUICY COUTURE segment consists of the specialty retail, outlet, concession, wholesale apparel, wholesale non-apparel (including accessories, jewelry and handbags), e-commerce and licensing operations of its JUICY COUTURE brand. KATE SPADE segment consists of the specialty retail, outlet, wholesale apparel, wholesale non-apparel, e-commerce and licensing operations of its KATE SPADE and JACK SPADE brands. LUCKY BRAND segment consists of the specialty retail, outlet, wholesale apparel, wholesale non-apparel, e-commerce and licensing ! operations of its LUCKY BRAND. Adelington Design Group & Other segment consists of exclusive arrangements to supply jewelry for the DANA BUCHMAN, LIZ CLAIBORNE and MONET brands; the wholesale non-apparel operations of the TRIFARI brand and licensed KENSIE brand; the wholesale apparel and wholesale non-apparel operations of the licensed LIZWEAR brand and other brands, and the licensed LIZ CLAIBORNE NEW YORK brand.
JUICY COUTURE
The Company�� JUICY COUTURE brand offers luxurious, casual and fun women's and girl's apparel, as well as accessories and jewelry under various JUICY COUTURE trademarks. JUICY COUTURE products are sold through wholly owned specialty retail and outlet stores, select upscale specialty retail stores and department stores throughout the United States, through a network of distributors and owned and licensed retail stores in Asia, Canada, Europe, South America and the Middle East, as well as through its JUICY COUTURE e-commerce Website. In addition, JUICY COUTURE has existing licensing agreements for fragrances, footwear, optics, watches, swimwear, electronics cases and baby products.
KATE SPADE
The Company�� KATE SPADE brand offers fashion products (accessories, apparel and jewelry) for women and men under the KATE SPADE and JACK SPADE respectively. These products are sold primarily in the United States through wholly owned specialty retail and outlet stores, select specialty retail and upscale department stores, its operations in Brazil and the United Kingdom and through its KATE SPADE e-commerce Website, as well as through joint ventures in Japan and China and through a network of distributors in Asia. KATE SPADE's product line includes handbags, small leather goods, fashion accessories, jewelry and apparel. In addition, KATE SPADE has licensing agreements for footwear, optics, fragrances, tabletop products, legwear, electronics cases, bedding and stationery. JACK SPADE products include briefcases, travel bags, small leather go! ods and a! pparel.
LUCKY BRAND
The Company�� LUCKY BRAND offers an expanded assortment of men's and women's denim, woven and knit tops, dresses and sweaters, graphic tees, as well as accessories and jewelry, under various LUCKY BRAND. LUCKY BRAND products are available for sale at wholly owned specialty retail and outlet stores in the United States and Canada, select department and specialty stores and through the LUCKY BRAND e-commerce Website. LUCKY BRAND also has licensing agreements for fragrances, footwear, swimwear, eyewear and electronic cases.
Adelington Design Group & Other
The operations within the Company Adelington Design Group & Other segment consist of exclusive supplier arrangements to provide JCPenney with LIZ CLAIBORNE and MONET branded jewelry and Kohl's with DANA BUCHMAN-branded jewelry for two years; a license to produce and sell jewelry under the KENSIE brand name; a royalty free license for the LIZ CLAIBORNE NEW YORK brand; LIZWEAR, women's apparel available through the club store channel, and TRIFARI, a signature jewelry brand for women sold in mid-tier department stores.
The Company competes with Marc by Marc Jacobs, JCrew, Michael Kors, Pink, Coach, Diane von Furstenberg, Diesel, Guess, True Religion, 7 for all Mankind, Abercrombie & Fitch, and Tory Burch.
Advisors' Opinion:- [By Matt Egan]
Shares of BP (BP) nudged over 2% higher after the oil and gas firm hiked its dividend. But Coach (COH) dropped 9% after the luxury handbag company reported weaker sales, even as it beat on profits. One trader said that Coach continues to face pressure from rivals Michael Kors (KORS) and Kate Spade (KATE).
No comments:
Post a Comment