LONDON --�Micro-chip designer�ARM Holdings� (LSE: ARM ) (NASDAQ: ARMH ) has long been a stock market darling. The huge rating that it traded on 10 years ago has been fully justified by its recent profitability.
Will buyers today be rewarded in the long term?
ARM has probably been the U.K.'s biggest beneficiary of the smartphone boom. In the last five years, its shares are up almost ninefold. In that time, dividends per share have more than doubled.
Its booming profits will be sure to attract competitors to its market. My concern is that, in the long term, shareholder returns could suffer as a consequence.
ARM currently trades on a 2013 price-to-earnings (P/E) ratio of 46.3 times expectations. The shares would fall hard from here if growth were to slow at any point in the next few years.
Hargreaves Lansdown
Investment shop-window�Hargreaves Lansdown� (LSE: HL ) dominates the U.K. market. The company continues to exploit its first-mover advantage, yielding impressive returns for shareholders.
Best Penny Companies To Own For 2015: First Security Group Inc.(FSGI)
First Security Group, Inc. operates as the holding company for FSGBank that provides banking and financial products and services to various communities in eastern and middle Tennessee and northern Georgia. The company offers various deposit services, such as checking, savings, and money market accounts, as well as certificates of deposit. It offers commercial loans, including loans to smaller business ventures, credit lines for working capital, short-term seasonal or inventory financing, and letters of credit; real estate?construction and development loans to residential and commercial contractors and developers; and consumer loans to individuals for personal, family, and household purposes, including secured and unsecured installment and term loans. The company also offers commercial mortgage loans to finance the purchase of real property; commercial leasing for new and used equipment, fixtures, and furnishings to owner-managed businesses; and leasing for forklifts, heavy equipment, and other machinery to owner-managed businesses primarily in the trucking and construction industries. It also provides trust and investment management, mortgage banking, financial planning, and electronic banking services, such as Internet banking, online bill payment, cash management, ACH originations, wire transfers, direct deposit, traveler?s checks, safe deposit boxes, United States savings bonds, and remote deposit capture, as well as equipment leasing. The company operates 38 full-service banking offices and 1 loan and lease production office. Its market areas include in Bradley, Hamilton, Jackson, Jefferson, Knox, Loudon, McMinn, Monroe, Putnam, and Union counties, Tennessee; and Catoosa and Whitfield counties, Georgia. First Security Group was founded in 1974 and is headquartered in Chattanooga, Tennessee.
Advisors' Opinion:- [By Ning Jia]
The case for First Security Group (FSGI) is interesting. It is bank holding company that is obscure, cheap and unloved. As the company completed the recapitalization earlier this year, I think the market has been under-appreciating its potential to return to growth and profitability as a result of the much-needed recapitalization.
- [By Roberto Pedone]
First Security Group (FSGI) operates as the holding company for FSGBank, which provides banking products and services to various communities in Tennessee and Georgia. This stock closed up 6.5% to $2.29 in Tuesday's trading session.
Tuesday's Range: $2.16-$2.30
52-Week Range: $1.30-$7.45
Tuesday's Volume: 80,000
Three-Month Average Volume: 509,606From a technical perspective, FSGI ripped higher here right above some near-term support levels at $2.14 to $2.12 with lighter-than-average volume. This move is quickly pushing shares of FSGI within range of triggering a major breakout trade. That trade will hit if FSGI manages to take out some near-term overhead resistance levels at $2.38 to $2.52 and then once it clears its 200-day moving average at $2.80 with high volume.
Traders should now look for long-biased trades in FSGI as long as it's trending above some key support levels at $2.14 to $2.12 and then once it sustains a move or close above those breakout levels with volume that hits near or above 509,606 shares. If that breakout triggers soon, then FSGI will set up to re-fill some of its previous gap down zone from June that started at $5.08.
Top 10 Dividend Companies To Own In Right Now: CRB Futures Index(CR)
Crane Co. manufactures and sells engineered industrial products in the United States and internationally. The company operates in five segments: Aerospace & Electronics, Engineered Materials, Merchandising Systems, Fluid Handling, and Controls. The Aerospace & Electronics segment offers pressure, fuel flow, and position sensors and subsystems; brake control systems; coolant, lube and fuel pumps; and seat actuation products. This segment also provides power supplies and custom microelectronics for aerospace, defense, medical, and other applications; and electrical power components, power management products, electronic radio frequency, and microwave frequency components and subsystems for the defense, space, and military communications markets. The Engineered Materials segment manufactures fiberglass-reinforced plastic panels for the truck trailer and recreational vehicle markets, industrial markets, and the commercial construction industry. The Merchandising Systems segmen t offers vending solutions, such as food, snack, and beverage vending machines; and vending machine software and online solutions, as well as payment solutions, including coin accepters and dispensers, coin hoppers, coin recyclers, bill validators, and bill recyclers. The Fluid Handling segment manufactures and sells various industrial and commercial valves and actuators; provides valve testing, parts, and services; manufactures and sells pumps and water purification solutions; distributes pipe, pipe fittings, couplings, and connectors; and designs, manufactures, and sells corrosion-resistant plastic-lined pipes and fittings. The Controls segment produces ride-leveling, air-suspension control valves for heavy trucks and trailers; pressure, temperature, and level sensors; ultra-rugged computers, measurement and control systems, and intelligent data acquisition products; and water treatment equipment. Crane Co. was founded in 1855 and is based in Stamford, Connecticut.
Advisors' Opinion:- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Crane (NYSE: CR ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Crane doing by this quick checkup? At first glance, OK, it seems. Trailing-12-month revenue increased 0.6%, and inventory decreased 2.4%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue dropped 2.8%, and inventory contracted 2.4%. Over the sequential quarterly period, the trend looks OK but not great. Revenue dropped 0.4%, and inventory grew 2.0%.
Top 10 Dividend Companies To Own In Right Now: Seadrill Limited(SDRL)
Seadrill Limited, an offshore drilling contractor, provides offshore drilling services to the oil and gas industries worldwide. It also offers platform drilling, well intervention, and engineering services. As of March 31, 2011 the company owned and operated 54 offshore drilling units, which consist of drillships, jack-up rigs, semisubmersible rigs, and tender rigs for operations in shallow and deepwater areas, as well as in benign and harsh environments. Seadrill Limited was founded in 1972 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Robert Rapier]
The other oilfield services partnership is one we are asked about frequently,�Seadrill Partners�(NYSE: SDLP). SDLP is a growth-oriented limited liability company (LLC) formed in 2012 by�Seadrill�(NYSE: SDRL), one of the world’s largest international offshore drilling contractors. Like its parent, Seadrill Partners is based outside the US, and like several other marine transportation partnerships it has chosen to pay taxes as a corporation. (Why a partnership might opt to pay taxes as a corporation was explained in the March article�Marshalling the Marines.)
Top 10 Dividend Companies To Own In Right Now: Dominion Resources Inc. (D)
Dominion Resources, Inc., together with its subsidiaries, engages in producing and transporting energy in the United States. It operates in three segments: DVP, Dominion Generation, and Dominion Energy. The DVP segment includes regulated electric transmission and distribution operations that serve residential, commercial, industrial, and governmental customers in Virginia and North Carolina. This segment also involves in non regulated retail energy marketing of electricity and natural gas. The Dominion Generation segment includes the electricity generation through coal, nuclear, gas, oil, and renewables; and related energy supply operations. It also comprises generation operations of the company?s merchant fleet and energy marketing, and price risk management activities for these assets. The Dominion Energy segment includes the company?s Ohio and West Virginia regulated natural gas distribution companies, regulated gas transmission pipeline and storage operations, natural gas gathering and by-products extraction activities, and regulated LNG import and storage operations. It also provides producer services, which aggregates natural gas supply; engages in natural gas trading and marketing activities; and involves in natural gas supply management. The company?s portfolio of assets includes approximately 27,615 MW of generation; 6,100 miles of electric transmission lines; 56,800 miles of electric distribution lines; 11,000 miles of natural gas transmission, gathering, and storage pipeline; and 21,800 miles of gas distribution pipeline. Dominion Resources, Inc. also owns approximately 947 bcf of storage capacity of natural gas and serves retail energy customers in 14 states. In addition, it sells electricity at wholesale prices to rural electric cooperatives, municipalities, and into wholesale electricity markets. The company was founded in 1909 and is headquartered in Richmond, Virginia.
Advisors' Opinion:- [By Richard Stavros]
Created with YCharts
In addition to beating the market since the beginning of the year, diversified energy utilities, such as MDU Resources Group Inc (NYSE: MDU), Dominion Resources Inc (NYSE: D) and Sempra Energy (NYSE: SRE), significantly outperformed pure-play or predominantly all-electric utilities, such as Duke Energy Corp (NYSE: DUK) and Entergy Corp (NYSE: ETR), by as much as several percentage points (See Chart B).
Interestingly, among top performers, there was no dominant strategy for exploiting natural gas demand, as these firms were involved in all aspects of the value chain–from exploration and production to distribution and storage. These companies have not only been benefiting from a natural gas surplus, but also from the pressing need to expand US energy infrastructure to deliver this newfound bounty to businesses and households.Chart B: Diversified Energy Utilities Outperformed Electric-Only Peers
- [By Justin Loiseau]
Dominion's (NYSE: D ) newly converted coal-to-biomass plant is officially operational, according to a press release issued today.
The utility's Dominion Virginia Power subsidiary brought the unit online last Friday, the first of three facilities to clean out coal consumption in favor of biomass.
- [By Shauna O'Brien]
JP Morgan reported on Friday that it has raised its rating on energy producer Dominion Resources, Inc. (D).
The firm has upgraded D from “Neutal” to “Overweight,” and has given the company a $68 price target. This price target suggests a 12% increase from Thursday’s closing price of $59.78.
Analysts see midstream growth and its MLP formation adding value to existing assets.
Dominion Resources shares were up $1.02, or 1.71%, during pre-market trading Friday. The stock is up 15% YTD.
- [By Justin Loiseau]
Dominion (NYSE: D ) reported earnings last Thursday, underwhelming investors for Q1 2013. Stormy weather, service outages, and shrinking demand put a damper on its earnings, but a gas-centic strategy could keep Dominion pulling profits for years to come. Let's see if this natural gas stock has what it takes to earn a place in your portfolio.
Top 10 Dividend Companies To Own In Right Now: Johnson & Johnson(JNJ)
Johnson & Johnson engages in the research and development, manufacture, and sale of various products in the health care field worldwide. The company operates in three segments: Consumer, Pharmaceutical, and Medical Devices and Diagnostics. The Consumer segment provides products used in baby care, skin care, oral care, wound care, and women?s health care fields, as well as nutritional, over-the-counter pharmaceutical products, and wellness and prevention platforms under the brands of JOHNSON?S, AVEENO, CLEAN & CLEAR, JOHNSON?S Adult, NEUTROGENA, RoC, LUBRIDERM, DABAO, LISTERINE, REACH, BAND-AID, CAREFREE, STAYFREE, SPLENDA, TYLENOL, SUDAFED, ZYRTEC, MOTRIN IB, and PEPCID AC. The Pharmaceutical segment offers products in various therapeutic areas, such as anti-infective, antipsychotic, contraceptive, dermatology, gastrointestinal, hematology, immunology, neurology, oncology, pain management, and virology. Its principal products include REMICADE for the treatment of immune me diated inflammatory diseases; STELARA for the treatment of moderate to severe plaque psoriasis; SIMPONI, a treatment for adults with moderate to severe rheumatoid arthritis, psoriatic arthritis, and ankylosing spondylitis; VELCADE for the treatment of multiple myeloma; PREZISTA and INTELENCE for treating HIV/AIDS patients; NUCYNTA for moderate to severe acute pain; INVEGA SUSTENNAtm for the acute and maintenance treatment of schizophrenia in adults; RISPERDAL CONSTA for the management of bipolar I disorder and schizophrenia; and PROCRIT to stimulate red blood cell production. The Medical Devices and Diagnostics segment primarily offers circulatory disease management products; orthopaedic joint reconstruction, spinal care, and sports medicine products; surgical care, aesthetics, and women?s health products; blood glucose monitoring and insulin delivery products; professional diagnostic products; and disposable contact lenses. The company was founded in 1886 and is based in Ne w Brunswick, New Jersey.
Advisors' Opinion:- [By Editor , Dividend Growth Investor]
Johnson & Johnson (JNJ) has regularly raised dividends for 51 years in a row. The company has managed�to increase dividends by 10.80% per year over the past decade.Yield: 2.90% (analysis)
- [By Sean Williams]
If there is some semblance of a bright spot here, it's that the FDA recently approved a new class of diabetes drug by Johnson & Johnson (NYSE: JNJ ) known as Invokana. Rather than working from the pancreas or liver as previous diabetes medications had, Invokana is an SGLT-2 inhibitor that works in the kidneys and allows a person to excrete excess glucose through the urine. The drug not only provides improved glycemic balance, but it's also been shown to induce weight loss and lower blood pressure -- two fantastic benefits for patients who are overweight or obese.
- [By Maxx Chatsko]
Novel antibodies and viral treatments show promise in making significant progress against various types of cancer, but aren't the only way to approach a cure. Doxil from Johnson & Johnson (NYSE: JNJ ) was developed decades ago and was the first cancer treatment to protect its active ingredient in a fatty envelope, or liposome. This Trojan Horse approach slowed the chemotherapy drug's release, reduced toxic side effects, and was a huge step forward in advancing treatments. . While Johnson & Johnson has been facing a supply shortage of Doxil, the company stated in its last quarterly report that it is planning on using a different manufacturing approach to continue marketing this drug.
- [By Sean Williams]
Last, but certainly not least, Johnson & Johnson (NYSE: JNJ ) made waves by announcing the acquisition of Aragon Pharmaceuticals for $650 million upfront, with the potential for an additional $350 million in royalty payments, to get a hold of its clinical-stage metastatic prostate cancer drug, ARN-509. The move is particularly intriguing because J&J already has an FDA-approved drug for advanced prostate cancer in Zytiga. This could signal J&J's expectations that the prostate cancer market is growing rapidly enough that it can accommodate what could wind up being a few potential blockbuster treatments without getting overcrowded.
Top 10 Dividend Companies To Own In Right Now: Merck & Company Inc.(MRK)
Merck & Co., Inc. provides various health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. The company?s Pharmaceutical segment provides human health pharmaceutical products, such as therapeutic and preventive agents for the treatment of human disorders in the areas of bone, respiratory, immunology, dermatology, cardiovascular, diabetes and obesity, infectious diseases, neurosciences and ophthalmology, oncology, vaccines, and women's health and endocrine. This segment also offers human health vaccines, such as preventive pediatric, adolescent, and adult vaccines. Its Animal Health segment discovers, develops, manufactures, and markets animal health products. This segment offers antibiotics, anti-inflammatory products, vaccines, products for the treatment of fertility disorders, and parasiticides for cattle, swine, horses, poultry, dogs, cats, salmons, and fish. The Consumer Care segment develops, manufac tures, and markets over-the-counter, foot care, and sun care products. Its over-the-counter product line includes non-drowsy antihistamines; treatment for occasional constipation; decongestant-free cold/flu medicine for people with high blood pressure; nasal decongestant spray; and treatment for frequent heartburn. This segment?s foot care products comprise topical antifungal, and foot and sneaker odor/wetness products; and sun care products include sun care lotions, sprays and dry oils; and sunburn relief products. The company serves drug wholesalers and retailers, hospitals, government agencies, physicians, physician distributors, veterinarians, animal producers, and managed health care providers, as well as food chain and mass merchandiser outlets in the United States and Canada. Merck & Co., Inc. was founded in 1891 and is headquartered in Whitehouse Station, New Jersey.
Advisors' Opinion:- [By Matt Thalman]
Merck (NYSE: MRK ) ended the week as the Dow's biggest loser, after falling 2.81% during. As with Chevron, Merck reported disappointing earnings, as revenue dropped 4% compared with the same quarter last year and missed Wall Street's expectations. Although earnings per share hit $0.92, which beat estimates, they also were down against last year -- to the tune of 35%. The company also gave lackluster guidance and reported that one of its best-selling drugs, Januvia, saw sales drop 5% during the quarter. That in itself certainly rattled a number of investors. Merck has already lost a number of patents in recent years, and to see a protected drug begin to stumble is not a good thing. Shareholders should certainly keep an eye on this development in the coming quarters. �
Top 10 Dividend Companies To Own In Right Now: P.T. Telekomunikasi Indonesia Tbk.(TLK)
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk provides telecommunication and network services worldwide. The company?s Fixed Wireline segment offers local, domestic long-distance, international telephone services, and other telecommunications services, including leased lines, telex, transponder, satellite, and very small aperture terminal (VSAT), as well as ancillary services. Its Fixed Wireless segment provides local and domestic long-distance code division multiple access-based telephone services, as well as other telecommunication services within a local area code. Perusahaan Perseroan?s Cellular segment offers mobile cellular telecommunication services. Its network services comprise satellite transponder leasing, satellite broadcasting, VSAT, audio distribution, and terrestrial and satellite-based leased lines. The company?s data and Internet services include short messaging service for fixed wire line, fixed wireless, and cellular phones, dial-up and broadband Internet access, virtual private network (VPN) frame relay, Internet protocol (IP) VPN, voice over IP for international calls, integrated services digital network connections, and other multimedia services. The company also provides information services, such as billing, directory assistance, and content services; and wireless application protocol, Web portal, ring back tones, voicemail, and building management services. In addition, it offers consultancy services, as well as constructs and maintains telecommunications facilities; interconnection services; telephone directory production services; and cable and pay television services. As of December 31, 2010, the company served 120.5 million customers, including 8.3 million fixed wireline telephone subscribers, 18.2 million fixed wireless telephone subscribers, and 94.0 million cellular telephone subscribers. Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk was founded in 1884 and is headquartered in Bandung, Indonesia.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Friday, telecommunications services shares were relative leaders, up on the day by about 0.83 percent. Meanwhile, top gainers in the sector included NQ Mobile (NYSE: NQ), up 5.2 percent, and PT Telekomunikasi Indonesia Tbk (NYSE: TLK), up 5.3 percent. Basic materials shares fell about 0.33 percent in trading on Friday. - [By GuruFocus]
Telekomunikasi Indonesia (Persero) Tbk (TLK) Reached the 52-Week Low of $34.63
The prices of Telekomunikasi Indonesia (Persero) Tbk (TLK) shares have declined to close to the 52-week low of $34.63, which is 33.3% off the 52-week high of $50.61. Telekomunikasi Indonesia (Persero) Tbk is owned by five Gurus we are tracking. Among them, two have added to their positions during the past quarter. Two reduced their positions.
- [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Friday, telecommunications services shares were relative leaders, up on the day by about 0.83 percent. Meanwhile, top gainers in the sector included NQ Mobile (NYSE: NQ), up 5.2 percent, and PT Telekomunikasi Indonesia Tbk (NYSE: TLK), up 5.3 percent. Basic materials shares fell about0.33 percent in trading on Friday. - [By GuruFocus]
Telekomunikasi Indonesia (TLK) Reached the 52-Week Low of $34.35
The prices of Telekomunikasi Indonesia (TLK) shares have declined to close to the 52-week low of $34.35, which is 33.3% off the 52-week high of $50.61. Telekomunikasi Indonesia is owned by five Gurus we are tracking. Among them, two have added to their positions during the past quarter. Two reduced their positions.
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