Canada's fragile economy is limping along. The loonie has plummeted, consumers are tapped out, and exports are subsiding. It's not a pretty picture, cautions Tom Slee in Internet Wealth Builder.
Surprisingly, however, the construction sector is particularly upbeat. Researchers predict new construction investment in Canada will exceed $300 billion this year, up from $248 billion in 2013.
In the final analysis, though, mining and oil and gas-related spending is going to be crucial. This accounts for about 40% of all Canadian non-residential construction. The good news is that both industries have numerous projects underway.
Substantial work on the oil sands and supporting infrastructure continues. These are long-term undertakings, programmed out to 2021. As a matter of fact, oil sands production is expected to increase 100% over the next six years with continuing spin-off construction.
I am not suggesting that we are going to have a dramatic construction boom over the next few years. However, the industry is much healthier than a lot of people think.
Top 5 Consumer Stocks To Watch Right Now: Carlisle Companies Incorporated (CSL)
Carlisle Companies Incorporated operates as a diversified manufacturing company in the United States and internationally. Its Construction Materials segment manufactures and sells rubber and thermoplastic polyolefin roofing systems; rigid foam insulation panels for various roofing applications; and liquid and spray-applied waterproofing membranes, vapor and air barriers, and HVAC duct sealants and hardware for the commercial and residential construction markets, as well as markets and sells polyvinyl chloride membrane and accessories. The company�s Transportation Products segment offers bias-ply, steel-belted radial trailer tires, stamped or roll-formed steel wheels, non-automotive rubber tires, and tire and wheel assemblies; and power transmission products, such as industrial belts and related components. Its Brake and Friction segment provides off-highway braking systems and friction products for off-highway, on-highway, aircraft, and other industrial applications. The company�s Interconnect Technologies segment offers wire, cable, contacts, fiber optic, RF/microwave, and specialty filtered connectors; specialty cable assemblies; integrated wired racks; trays; and airframe subsystem solutions primarily for the aerospace, defense electronics, and test and measurement industries. Its FoodService Products segment provides commercial and institutional foodservice permanentware, table coverings, cookware, display pieces, lighting equipment, and supplies to restaurants, hotels, hospitals, nursing homes, schools, and correctional facilities; and industrial brooms, brushes, mops, and rotary brushes. The company markets its products to original equipment manufacturers, distributors, and end-users. It serves customers in commercial roofing, energy, agriculture, lawn and garden, mining and construction equipment, aerospace and electronics, dining and food delivery, and healthcare markets. The company was founded in 1917 and is headquartered in Charl otte, North Carolina.
Advisors' Opinion:- [By victorselva]
General Electric has a current ratio of 10% which is lower than all the comps: 3M Company (MMM), Danaher Corp. (DHR), Carlisle Companies Incorporated (CSL), Koninklijke Philips N.V (PHG) and Raven Industries Inc. (RAVN).
- [By Monica Gerson]
Carlisle Companies (NYSE: CSL) is expected to report its Q3 earnings at $1.20 per share on revenue of $977.18 million.
Illinois Tool Works (NYSE: ITW) is estimated to report its Q3 earnings at $0.92 per share on revenue of $3.59 billion.
Top Consumer Companies To Invest In 2015: Woolworths Ltd (WOW)
Woolworths Limited is an Australia-based company. The Company operates in five segments: Australian Food and Liquor, New Zealand Supermarkets, Petrol, BIG W and Hotels. Australian Food and Liquor segment is engaged in the procurement of food and liquor and products for resale to customers in Australia. New Zealand Supermarkets segment is engaged in the procurement of food and liquor and products for resale to customers in New Zealand. Petrol segment is engaged in the procurement of petroleum products for resale to customers in Australia. BIG W segment is engaged procurement of discount general merchandise products for resale to customers in Australia. Hotels segment is engaged in the provision of leisure and hospitality services, including food and alcohol, accommodation, entertainment and gaming. Advisors' Opinion:- [By Jonathan Burgos]
Woolworths Ltd. (WOW) dropped 1.6 percent to A$33.22 after Australia�� largest retailer said challenging economic condition were evident in the second quarter.
Top Consumer Companies To Invest In 2015: Nestle SA (NSRGY)
Nestle SA is a company engaged in the nutrition, health and wellness sectors. It is the holding company of the Nestle Group, which comprises subsidiaries, associated companies and joint ventures throughout the world. The Company has such business units as Food and Beverage, Nestle Waters and Nestle Nutrition. Nestle is also active in the pharmaceutical sector. It divides its products into nine categories: Prepared dishes and cooking aids, Beverages, Confectionery, Ice cream, Water, PetCare, Milk products, Nutrition and Pharma. It has numerous subsidiaries engaged in various areas of activity, including Alcon Ophthalmika GmbH (Austria), Alcon Bulgaria EOOD (Bulgaria) and Galderma Laboratorium GmbH (Germany) for pharmaceuticals; Novartis Nutrition GmbH (Austria) and Hjem-IS A/S (Denmark) for food and beverages, and Galderma International SAS (France) and Galderma Laboratorium GmbH (Germany) for health and beauty activities. The Company is headquartered in Vevey, Switzerland. In July 2008, Novartis AG acquired a 25% stake in Alcon, Inc. from Nestle SA. In March 2010, the Company acquired Kraft Foods Inc' frozen pizza business.
In April 2008, L'Oreal and Nestle SA's joint venture, Galderma Pharma S.A., announced that its United States holding company, Galderma Laboratories, Inc., had acquired approximately 97% interest in CollaGenex Pharmaceuticals, Inc. During the year ended December 31, 2004, Nestle had 500 factories in 83 countries around the world. In 2004, 15 factories were acquired or opened and 29 closed or divested.
Advisors' Opinion:- [By Carlton Delfeld]
My favorite stock pick is Nestl茅 (NSRGY). This consumer giant has a share-buyback program, a focus on growth in emerging consumer markets, and a rising dividend.
- [By Charles Sizemore]
By and large, you��e going to get a better selection of Emerging Markets Lite stocks in Europe. Want a few examples? How about consumer products and food giants Unilever (UL) and Nestle (NSRGY)? Both are stable performers with long histories of paying and raising their dividends. And both have monster presences in emerging markets. Unilever gets nearly 60% of its revenues from emerging markets, and while that has hurt the company this past quarter, it ensures that it has a bright future. Nestle gets more than 40% of its revenues from emerging markets.
- [By WWW.GURUFOCUS.COM]
The IVA International Fund (Trades, Portfolio) Class A (NAV) (��he Fund�� ended the quarter on September 30, 2014 with a return of -1.00% versus the MSCI All Country World Index (ex-U.S.)(��ndex�� return of -5.27%. This brings our year-to-date return to 3.42% versus the Index return of 0.00% for the same period.Global equity markets were volatile this quarter, falling late July to early August and again in September, as the Federal Reserve prepares to end its quantitative easing program and markets digest the possibility of them raising rates earlier than expected as the U.S. economy slowly improves. Also, a few economic indicators released this quarter signaled growth in China is slowing which rattled markets.We were pleased with the Fund�� performance this quarter and, more specifically, from September 4 to September 30 when the MSCI All Country World Index (ex-U.S.) fell -5.56%. During this time we demonstrated our resiliency in down markets with our Fund returning -1.76% as our cash position served as a buffer. We are also happy with our performance year-to-date as it highlights that our stock picking has been good enough to offset the dilution from our cash exposure which was 25.0% at quarter-end. As longterm, absolute return investors, cash plays a critical role in the portfolio: it is the ammunition to buy future bargains and it helps protect the portfolio on the downside, as demonstrated this quarter.Over the quarter our equities outperformed those in the Index*, averaging a return of -2.9% versus -5.2%, respectively. Our relative outperformance was driven by our holdings in the consumer discretionary sector and Japan, which generated many of the portfolio�� top contributors. Our stocks in Japan continue to perform well on an absolute and relative basis. Over the quarter, they averaged a gain of 1.6% versus those in the Index down -2.3%, and added 0.3% to our return in U.S. dollars. Also, year-to-date, our Japanese stocks are up 14.0% versus
- [By WWW.DAILYFINANCE.COM]
There were plenty of winners and losers this week, with a consumer electronics retailer threatening to file for bankruptcy and the only satellite radio player in town boosting its subscriber guidance. Here's a rundown of the week's smartest moves and biggest blunders. RadioShack (RSH) -- Loser Things are starting to get dicey at RadioShack. The small-box retailer of mobile phones and other consumer electronic products warned that it could file for Chapter 11 bankruptcy if it isn't able to round up some more cash. RadioShack is weighing several options with third parties and stakeholders that include new investments, a restructuring or an outright sale of the chain. It's not a good place to be, especially since smoking out a buyer willing to pay a premium for the retailer at this point will be a colossal challenge. RadioShack needs more than just time and money to return to profitability. Apple (AAPL) -- Winner There were plenty of things that went wrong at Apple's iPhone unveiling. There were streaming issues for those viewing remotely. There wasn't availability information for the Apple Watch. U2's plan to release its new album to all iTunes owners for free backfired when many complained about not being able to easily get rid of the music. However, Apple still deserves to be a winner this week because it did live up to expectations of introducing two iPhone models that will be available next week, debunking the chatter that the larger iPhone 6 Plus wouldn't be ready to hit the market until several months later. DiGiorno Pizza -- Loser There seems to be a corporate giant making a social media blunder every week, and this time it was Nestle's (NSRGY) DiGiorno Pizza. The #WhyIStayed hashtag started trending when Twitter users began posting stories of domestic violence in light of the Ray Rice and Janay Palmer elevator video that went viral. The frozen pizza distributor tweeted "You had pizza" alongside the hashtag. It quickly realized its insensitive mista
Top Consumer Companies To Invest In 2015: Coldwater Creek Inc. (CWTR)
Coldwater Creek Inc., together with its subsidiaries, operates as a multi-channel specialty retailer of women's apparel, accessories, jewelry, and gift items primarily in the United States. It operates premium retail stores located in traditional malls, lifestyle centers, and street locations; merchandise outlet stores; and day spas, which offer spa treatments, including massages, facials, body treatments, manicures, and pedicures, as well as provide relevant apparel and personal care products. The company also offers its products through its e-commerce Web site coldwatercreek.com and catalogs, as well as through phone and mail. As of October 27, 2012, it operated 354 premium retail stores and 38 factory outlet stores, as well as 9 spas. The company was founded in 1984 and is headquartered in Sandpoint, Idaho.
Advisors' Opinion:- [By Eric Volkman]
In turn, it bumps QLogic (NASDAQ: QLGC ) from that index to the S&P SmallCap 600. Finally, QLogic's shift completely displaces Coldwater Creek (NASDAQ: CWTR ) , which will no longer be on the S&P SmallCap 600.
- [By Lauren Pollock]
Coldwater Creek Inc.'s(CWTR) fiscal third-quarter loss widened as the women’s apparel retailer reported a sharp drop in same-store sales and ebbing gross margins. Results missed expectations.
- [By Roberto Pedone]
Another earnings short-squeeze prospect is specialty retailer of women's apparel, accessories, jewelry and gift items Coldwater Creek (CWTR), which is set to release numbers Tuesday after the market close. Wall Street analysts, on average, expect Coldwater Creek to report revenue of $162.81 million on a loss of 63 cents per share.
The current short interest as a percentage of the float for Coldwater Creek is very high at 18.8%. That means that out of the 12.17 million shares in the tradable float, 3.47 million shares are sold short by the bears. This is a big short interest on a stock with a very low tradable float. If the bulls get the earnings news they're looking for, then this stock could easily explode higher post-earnings.
From a technical perspective, CWTR is currently trending just below its 50-day moving average and well below its 200-day moving average, which is bearish. This stock has been trending sideways for the last two months, with shares moving between $2.16 on the downside and $2.80 on the upside. A high-volume move above the upper-end of its recent range could trigger a breakout trade for CWTR post-earnings.
If you're bullish on CWTR, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $2.51 to $2.69 a share and then once it takes out more resistance at $2.80 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 192,994 shares. If that breakout hits, then CWTR will set up to re-fill some of its previous gap down zone from June that started near $3.60 a share.
I would simply avoid CWTR or look for short-biased trades if after earnings it fails to trigger that breakout, and then drops back below some key near-term support levels at $2.35 to its 52-week low at $2.16 a share with high volume. If we get that move, then CWTR will set up to enter new 52-wee
No comments:
Post a Comment