With shares of Schlumberger Limited (NYSE:SLB) trading at around $73.30, is SLB an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
C = Catalyst for the Stock�� Movement
Schlumberger has been performing well internationally for a while now, but the United States has remained a drag. Is that about to change?
With more oil companies becoming more daring and willing to strive for difficult-to-drill wells, Schlumberger appears to be in the right place in the right time. Its services are likely to be in high demand. Another big benefit is that oil and gas companies want to work with established names, and no Oil & Gas Equipment & Services company is more established than Schlumberger. Those in the industry are also well aware of Schlumberger�� advanced technologies, which allow for more information and problem-solving abilities at drilling sites.
Another positive for Schlumberger is that it has been highly efficient as of late, taking advantage of the most profitable opportunities. There have been consistent annual improvements in gross margin and�earnings (as well as revenue).�Furthermore, Schlumberger is�good at service upsells. Other positives include product diversification, geographic diversification, and a strong balance sheet.
Top Machinery Stocks To Buy For 2015: Fresh Start Private Management Inc (CEYY)
Fresh Start Private Management, Inc. (FSPM), incorporated on January 28, 2008, is an alcohol treatment and rehabilitation company. The Company has developed a patented treatment that delivers target therapeutic levels of Naltrexone that significantly reduce patients' cravings for alcohol.
The program is administered on an outpatient basis with patients need not missing more than a day of work and can receive treatment without co-workers or even family members being aware. The Company operates in the Unites States.
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Fresh Start Private Management Inc (OTCMKTS: CEYY), 7 Star Entertainment Inc (OTCMKTS: SAEE) and Refill Energy, Inc (OTCMKTS: REFG) have been getting some attention lately in various investment newsletters thanks to paid promotions. Of course, there is nothing wrong with a properly disclosed promotional or investor relations campaign, but unwary investors or traders could find themselves in trouble if they are not careful. So do these three small caps have what it takes to remain hot? Here is a quick reality check before you invest or trade:
Fresh Start Private Management Inc (OTCMKTS: CEYY)is Expecting ��xponential Revenue Growth��Small cap Fresh Start Private Management is an alcohol treatment and rehabilitation company on the leading edge of alcohol addiction treatment. On Friday, Start Private Management rose 13.99% to $0.044 for a market cap of $5.19 million plus CEYY is down 92.7% since last March according to Google Finance.
Best Services Companies To Own In Right Now: Jamba Inc.(JMBA)
Jamba, Inc., through its subsidiary, Jamba Juice Company, owns and franchises Jamba Juice stores. It operates as a restaurant retailer of specialty beverages and food products, which include fruit smoothies, squeezed juices, hot teas, hot oatmeal made with organic steel cut oats, fruit and veggie smoothies, Fit?n Fruitful smoothies with Weight Burner Boost, Whirl?ns frozen yogurt, breakfast wraps, side salads, sandwiches, California Flatbreads, and various baked goods and snacks. The company also licenses its Jamba brand name to sell consumer packaged goods through retail channels, such as grocery, mass, club, and convenience. As of January 3, 2012, it had 769 Jamba Juice stores, including 307 company-owned and operated stores; 443 franchise-operated stores in the United States; and 19 international franchise stores. The company was founded in 1990 and is headquartered in Emeryville, California.
Advisors' Opinion:- [By Rick Munarriz]
It's going to be more rewarding to frequent your local Jamba (NASDAQ: JMBA ) smoothie shop.
The Jamba Juice parent announced this morning that it has chosen Spendgo to fuel the chain's new My Fruitful Rewards program after testing it out at 30 stores. When the program rolls out nationally during the first quarter of next year, guests will be able to just enter their phone number at a point-of-sale touchscreen to register and subsequently score reward points.
Best Services Companies To Own In Right Now: Home Inns & Hotels Management Inc.(HMIN)
Home Inns & Hotels Management Inc. develops, leases, operates, franchises, and manages a chain of economy hotels in the People?s Republic of China. The company operates its hotels under the Home Inn brand name. As of April 28, 2011, it had approximately 800 Home Inns in operation and 1,000 Home Inns sealed in franchise agreements. The company was incorporated in 2001 and is headquartered in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Jim Jubak]
The New York traded ADRs of China's Home Inns and Hotels Management (HMIN) have climbed 15.5% from September 24 to the close on October 11.
Part of the reason is a October 10 recommendation from Goldman Sachs that added the ADRs to its top pick list. And part of the reason is a huge surge in domestic travel during China's recently concluded National Day holiday week. (Home Inns and Hotels Management is a member of my Jubak's Picks portfolio.)
- [By Belinda Cao]
The Bloomberg China-US Equity Index (CH55BN) of the most-traded Chinese companies in the U.S. slumped 3.4 percent last week to a seven-month low of 89.04. The gauge traded at 13.5 times estimated earnings, 3.6 percent below the S&P�� valuation, data compiled by Bloomberg show. China Southern Airlines Co. (ZNH) and China Eastern Airlines Corp. (CEA) lost more than 6 percent April 5, while Home Inns & Hotels Management Inc. (HMIN) tumbled 16 percent in the week.
- [By Seth Jayson]
Home Inns & Hotels Management (Nasdaq: HMIN ) reported earnings on May 13. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Home Inns & Hotels Management missed estimates on revenues and beat expectations on earnings per share. - [By Monica Gerson]
Home Inns & Hotels Management (NASDAQ: HMIN) is estimated to post its Q4 earnings at $2.18 per share on revenue of $1.54 billion.
Qiwi plc (NASDAQ: QIWI) is expected to report its Q4 earnings at $0.28 per share on revenue of $50.00 million.
Best Services Companies To Own In Right Now: Bona Film Group Limited(BONA)
Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Bona Film Group (Nasdaq: BONA ) , whose recent revenue and earnings are plotted below. - [By Bryan Murphy]
With just a quick glance at the chart, Bona Film Group Ltd (NASDAQ:BONA) doesn't look like anything other than an erratic mess. When you take a step back and take a look at the longer-term chart of BONA, however, you can see the last several weeks have ushered in a major bullish change of direction for the stock... meaning now's a great time to start wading into a position.
- [By Bryan Murphy]
It's certainly no The Walt Disney Company (NYSE:DIS). It's not even a Lions Gate Entertainment Corp. (NYSE:LGF). Yet, Bona Film Group Ltd (NASDAQ:BONA) is a solid company in its own right, and BONA shares are looking more compelling right now than DIS or LGF are here, even though all three companies are in the same industry.
Best Services Companies To Own In Right Now: Kraft Foods Group Inc (KRFT)
Kraft Foods Group, Inc. (Kraft Foods Group), incorporated on March 16, 2012, operates food and beverage businesses in North America. The Company manufactures and markets food and beverage products, including convenient meals, refreshment beverages and coffee, cheese and other grocery products, in the United States and Canada, under a stable of iconic brands. Its product categories span breakfast, lunch and dinner meal occasions, both at home and in foodservice locations. The Company sells its products to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, drug stores, gasoline stations, value stores and other retail food outlets in the United States and Canada. On September 14, 2012, the Company�� parent company, Kraft Foods Inc. (Kraft ParentCo), issued a press release relating to the anticipated trading markets for Kraft Foods Inc. and Kraft Foods Group, Inc. common stock through the completion of its spin-off from Kraft Foods Inc. In October 2012, Mondelez International, Inc. completed the spin-off of North American grocery business, Kraft Foods Group. In June 2013, Kraft Foods Group Inc announced plans to create two new, standalone business units: Meals and Desserts, and Enhancers and Snack Nuts.
The Company�� brand portfolio consists of food brands in North America, including three brands: Kraft cheeses, dinners and dressings; Oscar Mayer meats, and Maxwell House coffees- plus over 20 brands. It manufactures and sells food and beverage products in 50 categories. The Company operates in five segments: U.S. Beverages, which manufactures packaged juice drinks, powdered beverages and coffee; U.S. Cheese, which manufactures processed, natural and cream cheeses; U.S. Convenient Meals, which manufactures processed meats and lunch combinations; U.S. Grocery, which manufactures spoonable and pourable dressings, condiments, desserts, packaged dinners and snack nuts, and Canada & N.A. Foodservice, which sells products that span ! all of its segments and includes the Canadian and Puerto Rico grocery business, the North American foodservice operations and the North American Grocery Export Business.
U.S. Beverages
During the year ended December 31, 2011, the Company�� U.S. Beverages segment contributed 16% of its combined net revenues. This segment manufactures refreshment beverages, including Capri Sun (under license) and Kool-Aid packaged juice drinks, Kool-Aid, Crystal Light and Country Timepowdered beverages and MiO liquid concentrate, and coffee products, including Maxwell House, Gevalia and Yuban coffees, Maxwell House Internationalbeverage mixers and Tassimo (under license) hot beverage system.
U.S. Cheese
During 2011, U.S. Cheese segment had contributed 20% of the Company�� combined net revenues. This segment manufactures processed cheese, including Velveeta and Cheez Whiz processed cheeses, Kraft and Deli Deluxe processed cheese slices, Kraft grated cheeses and Polly-O and Athenos hummus and cheeses; natural cheese, including Kraft and Cracker Barrel natural cheeses, and cream cheese, including Philadelphia cream cheese and cooking creme.
U.S. Convenient Meals
During 2011, the Company�� U.S. Convenient Meals segment contributed 18% of its combined net revenues. This segment�� principal brands and products include Oscar Mayer lunch meats, hot dogs and bacon, Lunchables lunch combinations, Boca soy-based meat alternatives, and Claussen pickles.
U.S. Grocery
During 2011, the Company�� U.S. Grocery segment contributed 25% of its combined net revenues. This segment�� principal brands and products include Kraft and Kraft Deluxe macaroni & cheese dinners, Planters nuts, trail mixes and peanut butter, Corn Nuts corn snacks, Jell-O dry packaged desserts and refrigerated gelatin and pudding snacks, Cool Whip whipped topping, Jet-Puffed marshmallows, Baker�� chocolate and baking ingredients, Kraft and Miracle Whip sp! oonable d! ressings, Kraft and Good Seasons salad dressings, A.1. steak sauce, Kraft and Bull��-Eye barbecue sauces, Grey Poupon mustards, Shake N��Bake coatings, Stove Top stuffing mix, Taco Bell Home Originals (under license) meal kits, Velveeta shells and cheese dinners, and Velveeta Skillets meal kits.
Canada & N.A. Foodservice
During 2011, the Company�� Canada & N.A. Foodservice segment contributed 21% of its combined net revenues. The principal products and brands in this segment span all of its segments. Canadian grocery offerings include Nabob coffee and Kraft peanut butter, as well as a range of products in the Grocery Business Lines. The North American foodservice business sells branded products, including Maxwell House coffee, A.1. steak sauce and a range of Kraft sauces, dressings and cheeses, and serves the needs of restaurants and other foodservice operations. Puerto Rico grocery offerings include all grocery business lines, except for powdered and liquid concentrate beverages, such as Crystal Light, Tang and MiO. The North American Grocery Export Business products and brands span all grocery business lines, except for powdered and liquid concentrate beverages and certain products sold under brands, such as Philadelphia cream cheese and Kraftmayonnaise, which marketed and sold locally by Kraft ParentCo in countries outside the United States and Canada.
Advisors' Opinion:- [By Tom Taulli]
Valuation. Kellogg stock is far from cheap. The current price-to-earnings ratio is at 24X, which is well above some of its peers.�General Mills�(GIS), for example, has a multiple of 18X and�Kraft Foods�(KRFT) is trading at 17X.
Best Services Companies To Own In Right Now: Beacon Roofing Supply Inc.(BECN)
Beacon Roofing Supply, Inc. distributes residential and non-residential roofing materials. The company?s residential roofing products include asphalt shingles, synthetic slates and tiles, clay and concrete tiles, slates, nail base insulation, metal roofing, felt, wood shingles and shakes, nails and fasteners, metal edgings and flashings, prefabricated flashings, ridges and soffit vents, gutters and downspouts, and other accessories. Its non-residential roofing products comprise single-ply roofing; asphalt; metal; modified bitumen; built-up roofing; cements and coatings; insulation?flat stock and tapered; commercial fasteners; metal edges and flashings; skylights, smoke vents, and roof hatches; and sheet metal products, including copper, aluminum, and steel. The company also provides complementary building products, such as vinyl siding; red, white, and yellow cedar siding; fiber cement siding; soffits; house wraps; vapor barriers; and stone veneer, as well as vinyl windo ws, aluminum windows, wood windows, turn-key windows, and wood and patio doors. In addition, it offers specialty lumber products comprising redwood, red cedar decking, mahogany decking, pressure treated lumber, fire treated plywood, synthetic decking, PVC trim boards, millwork, and custom millwork. Further, the company provides waterproofing systems, building insulations, air barrier systems, gypsum, moldings, cultured stone, and patio covers. Its customer base consists of contractors, home builders, building owners, and other resellers. Beacon Roofing Supply, Inc. distributes its products through 194 branches in 38 states of the United States; and 6 Canadian provinces. The company was founded in 1928 and is based in Peabody, Massachusetts.
Advisors' Opinion:- [By Investment Contrarians]
In the small-cap area, take a look at the suppliers to the housing market. Beacon Roofing Supply, Inc. (NASDAQ: BECN) is a stock that you should keep an eye on. The company supplies builders and roofing companies with roofing supplies.
- [By Lee Samaha]
It's been a volatile year for the roofing industry, and over the last three months, investors have seen more downside. Roofing materials distributor Beacon Roofing Supply (NASDAQ: BECN ) is down 11.5% in the last three months, and building products manufacturer Owens Corning (NYSE: OC ) fell 5.5% in the same period -- all in a year when many commentators thought this sector would outperform.�
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