Wednesday, January 15, 2014

Top 5 Undervalued Stocks To Invest In Right Now

It's been said plenty of times that our neighbor to the south is home to a burgeoning, debt-light economy that offers emerging-market growth with an element of domestic risk and valuation. China is very much "last season" when it comes to manufacturing, and Mexico offers a fantastic answer, with geographical superiority and an eager work force. One company based in Mexico, Empresas ICA (NYSE: ICA  ) , is a heavy-construction firm with a market cap of $1 billion that was as recently as April worth nearly $2 billion. The causes for the haircut includes a collapsed deal and lousy first-quarter earnings. But with a strong outlook for Mexican infrastructure spending, and an apparent case of market negligence, Empresas ICA might be an undervalued pick with substantial upside potential.

Grow Mexico
Recently elected Mexican President Enrique Pena Nieto holds infrastructure investments as a top priority for his administration. In fact, his proposed 5% of GDP plan represents one of the largest national undertakings in more than 20 years. Using current projections (recently revised down) of 3.5% GDP growth, Mexico should have a GDP of $1.196 trillion. Five percent of that amount, $59.79 billion, is theoretically allocated toward infrastructure improvements -- 12% of which is directly allocated to transportation enchancements.

Top 5 Undervalued Stocks To Invest In Right Now: Tupperware Corporation(TUP)

Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.

Advisors' Opinion:
  • [By Oliver Pursche]

    European large-cap pharmaceuticals like Novartis (NVS) �and Bristol Meyers Squibb (BMY) �count amongst some of our favorite stocks right now, as do U.S. multinationals that are growing revenue and margins in Asia ��Tupperware (TUP) �is a shining example. Stay away from utilities and energy stocks, as they are likely to be the laggards over the next year.

Top 5 Undervalued Stocks To Invest In Right Now: Caterpillar Inc.(CAT)

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.

Advisors' Opinion:
  • [By Arjun Sreekumar]

    General Electric (NYSE: GE  ) and Caterpillar (NYSE: CAT  ) , the biggest manufacturers of locomotives in the world, are all too eager to take part. If the transition gains momentum, it could mark the most radical change in the industry since the 1950s, when diesel replaced steam as the fuel of choice.

  • [By Laura Brodbeck]

    Earnings reports expected on Wednesday include:

    Caterpillar, Inc. (NYSE: CAT) is expected to report third quarter EPS of $1.70 on revenue of $14.40 billion, compared to last year�� EPS 0f $2.54 on revenue of $16.44 billion. Boeing Company (NYSE: BA) is expected to report EPS of $1.54 on revenue of $21.65 billion, compared to last year�� EPS 0f $1.35 on revenue of $20.01 billion. Bristol-Myers Squibb Company (NYSE: BMY) is expected to report third quarter EPS of $0.44 on revenue of $4.02 billion, compared to last year�� EPS 0f $0.41 on revenue of $3.74 billion. Motorola, Inc (NYSE: MSI) is expected to report third quarter EPS of $1.02 on revenue of $2.13 billion, compared to last year�� EPS 0f $0.84 on revenue of $2.15 billion. The Cheesecake Factory Incorporated (NASDAQ: CAKE) is expected to report third quarter EPS of $0.52 on revenue of $469.16 million, compared to last year�� EPS of $0.49 on revenue of $453.82 million.

    Economics

  • [By Dan Caplinger]

    Clearly, investors see the jobs report as evidence that the economy has turned the corner. The fact that cyclical giants Caterpillar (NYSE: CAT  ) and General Electric (NYSE: GE  ) are among the Dow's biggest winners today -- they have gained 3.1% and 1.8%, respectively -- shows the extent to which people are banking on an economic recovery, not only in the U.S. but also in harder-hit areas of the world such as Europe. Both Caterpillar and GE need a marked improvement in global conditions to support their stock prices. Given the importance of the U.S. in the overall global economy -- especially on the consumer front, which is arguably most directly tied to employment conditions -- it's reasonable to conclude that better domestic jobs numbers will support economies worldwide.

Top 10 Canadian Stocks To Watch Right Now: Dollar Tree Inc.(DLTR)

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.

Advisors' Opinion:
  • [By John Maxfield]

    If you're anything like me, two things went through your head when you saw this. First, you regret that you missed out on the investment opportunity. Since the end of 2009, shares in all three of these companies, led by Dollar Tree (NASDAQ: DLTR  ) , have simply trounced the broader market. Even the worst performer of the bunch, Family Dollar (NYSE: FDO  ) , beat it by nearly a factor of two.

Top 5 Undervalued Stocks To Invest In Right Now: Schlumberger N.V.(SLB)

Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Aaron Levitt]

    Sanctions that keep Western oil service firms — like Halliburton (HAL) and Schlumberger (SLB) �� from doing business in Iran remain firmly in place. That’s a huge issue because Iran needs their help in order to get oil flowing and keep it flowing. Like much of the Middle East, Iran is facing the problem of dwindling output from its legacy oil fields and needs some Western-style technology to keep pumping.

  • [By David Smith]

    A mixed quarter
    These shortfalls did not occur in a quarter in which the services group has languished and generally disappointed at earnings time. Indeed, the figurative chieftain of the group, Schlumberger (NYSE: SLB  ) , reported precisely a week earlier that it not only had topped the forecasts of the Wall Street seers, but in fact had also outdone the prior year's results. Baker Hughes (NYSE: BHI  ) didn't accomplish the latter feat, but it topped the analysts' prognostications and even managed to radiate an air of optimism about the North American onshore picture, recently the bane of the group's existence.

No comments:

Post a Comment