Friday, June 28, 2013

Top Up And Coming Companies To Invest In Right Now

Silver Wheaton (NYSE: SLW  ) is expected to report Q1 earnings on May 10. 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 Silver Wheaton's revenues will expand 21.9% and EPS will decrease -2.4%.

The average estimate for revenue is $243.4 million. On the bottom line, the average EPS estimate is $0.40.

Revenue details
Last quarter, Silver Wheaton reported revenue of $287.2 million. GAAP reported sales were 50% higher than the prior-year quarter's $191.9 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

Top Up And Coming Companies To Invest In Right Now: CNO Financial Group Inc. (CNO)

CNO Financial Group, Inc., through its subsidiaries, engages in the development, marketing, and administration of health insurance, annuity, individual life insurance, and other insurance products for senior and middle-income markets in the United States. The company markets and distributes Medicare supplement insurance, interest-sensitive and traditional life insurance, fixed annuities, and long-term care insurance products; Medicare advantage plans through a distribution arrangement with Humana Inc.; and Medicare Part D prescription drug plans through a distribution and reinsurance arrangement with Coventry Health Care. It also markets and distributes supplemental health, including specified disease, accident, and hospital indemnity insurance products; and life insurance to middle-income consumers at home and the worksite through independent marketing organizations and insurance agencies. In addition, the company markets primarily graded benefit and simplified issue life insurance products directly to customers through television advertising, direct mail, Internet, and telemarketing. It sells its products through career agents, independent producers, direct marketing, and sales managers. CNO Financial Group, Inc. has strategic alliances with Coventry and Humana. The company was formerly known as Conseco, Inc. and changed its name to CNO Financial Group, Inc. in May 2010. CNO Financial Group, Inc. was founded in 1979 and is headquartered in Carmel, Indiana.

Top Up And Coming Companies To Invest In Right Now: Stamps.com Inc.(STMP)

Stamps.com Inc. provides Internet-based postage solutions. The company offers solutions to mail and ship various mail pieces, including postcards, envelopes, flats, and packages. Its products and services include the United States Postal Service (USPS)-approved PC Postage Service that enables users to print electronic stamps directly onto envelopes, plain paper, or labels using personal computer, printer, and Internet connection; and PhotoStamps, a patented form of postage, which allows consumers to turn digital photos, designs, or images into valid United States postage. The company also sells NetStamps labels, shipping labels, other mailing labels, postage printers, scales, and other mailing and shipping-focused office supplies through its mailing and shipping supplies store, as well as offers back-end integration solutions, an electronic postage for transactions to manage the front-end process. In addition, it offers Stamps.com branded insurance enabling users to insure their mail or packages; and official USPS package insurance. Stamps.com Inc. serves individuals, small businesses, home offices, medium-size businesses, and large enterprises. The company was formerly known as StampMaster, Inc. and changed its name to Stamps.com Inc. in December 1998. Stamps.com Inc. was founded in 1996 and is headquartered in Los Angeles, California.

Top 5 Prefered Companies To Invest In 2014: Watts Water Technologies Inc.(WTS)

Watts Water Technologies, Inc. designs, manufactures, and sells water safety and flow control products for the water quality, water conservation, water safety, and water flow control markets in North America, Europe, and Asia. It provides residential and commercial flow control products, such as backflow preventers, water pressure regulators, temperature and pressure relief valves, and thermostatic mixing valves for plumbing and hot water applications. The company also offers HVAC and gas products, including hydronic and electric heating systems for under-floor radiant applications; hydronic pump groups for boiler manufacturers and alternative energy control packages; and flexible stainless steel connectors for natural and liquid propane gas in commercial food service and residential applications. In addition, it provides drains and water re-use products, which include drainage products and engineered rain water harvesting solutions for commercial, industrial, marine, and residential applications; and water quality products comprising point-of-use and point-of-entry water filtration, conditioning, and scale prevention systems for commercial and residential applications. The company sells its products to plumbing, heating, and mechanical wholesale distributors, as well as to do-it-yourself chains (DIY) through manufacturer?s representatives. It also sells its products to residential construction, and home repair and remodeling industries through DIY plumbing retailers, national catalog distribution companies, hardware stores, building material outlets, retail home center chains, and plumbing and heating wholesalers; and directly to wholesalers, original equipment manufacturers, and private label accounts. Watts Water Technologies, Inc. was founded in 1874 and is headquartered in North Andover, Massachusetts.

Top Up And Coming Companies To Invest In Right Now: RadNet Inc.(RDNT)

RadNet, Inc. provides outpatient diagnostic imaging services in the United States. The company offers various imaging services, including magnetic resonance imaging, computed tomography, positron emission tomography, nuclear medicine, mammography, ultrasound, diagnostic radiology (X-ray), fluoroscopy, and other related procedures. It also provides teleradiology services to radiology groups, hospitals, and imaging centers. In addition, the company offers picture archiving and communications systems and related workflow solutions for hospitals, teleradiology businesses, imaging centers, and specialty physician groups to distribute, visualize, store, and retrieve digital images taken from various diagnostic imaging modalities. As of December 31, 2011, it operated 233 diagnostic imaging facilities in California, Delaware, Maryland, New Jersey, Rhode Island, Florida, and New York. RadNet, Inc. was founded in 1985 and is headquartered in Los Angeles, California.

Top Up And Coming Companies To Invest In Right Now: (ARM)

ARM Holdings plc, together with its subsidiaries, engages in the design of microprocessors, physical IP, and related technology and software; and sale of development tools to enhance the performance of high-volume embedded applications. Its products include microprocessors cores, such as specific functions comprising video and graphics IP, fabric IP, embedded software, and configurable digital signal processing IP; physical IP components for the design and manufacture of integrated circuits, which comprise embedded memory, standard cell, and input/output components; software development tools that help software design engineers in the design and deployment of code, from applications running on open operating systems to low-level firmware. The company also offers support, maintenance, and training services, as well as design consulting services. ARM Holdings plc licenses and sells its technology and products to electronics companies, which in turn manufacture, market, and s ell microprocessors, application-specific integrated circuits, and application-specific standard processors to systems companies for incorporation into various end products, as well as licenses and sells development tools directly to systems companies and provides support services to licensees, systems companies, and other systems designers. It operates in Europe, the United States, and the Asia Pacific. The company was formerly known as Advanced RISC Machines Holdings Limited and changed its name to ARM Holdings plc in March 1998. ARM Holdings plc was founded in 1990 and is based in Cambridge, the United Kingdom.

Top Up And Coming Companies To Invest In Right Now: Chipotle Mexican Grill Inc.(CMG)

Chipotle Mexican Grill, Inc. develops and operates fast-casual, fresh Mexican food restaurants in the United States, Canada, and England. Its restaurants primarily offer burritos, tacos, burrito bowls, and salads. As of December 31, 2011, it operated 1,230 restaurants, which includes 1 ShopHouse Southeast Asian Kitchen. Chipotle Mexican Grill, Inc. was founded in 1993 and is based in Denver, Colorado.

Advisors' Opinion:
  • [By Fernandez]

    Chipotle Mexican Grill(NYSE: CMG) owns and operates 775 “fast-casual” Mexican restaurants and offers a focused menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads made from fresh, high-quality raw ingredients, prepared using classic cooking methods and served in a distinctive atmosphere.

    Chipotle adheres to what they call Food With Integrity (FWI), whereby Chipotle seeks better food not only from using fresh ingredients, but ingredients that are sustainably grown and naturally raised with respect for animals, the land, and the farmers who produce the food.

    Chipotle’s ultimate goal is to be able to serve only organically raised and grown food in all their restaurants.

    I have been watching Chipotle for quite some time, since its IPO actually, and recently wrote extensively about the company and the headwinds that they are facing with the economy and rising commodity prices.

    You can read all about that here.

    Chipotle recently announced earnings and they were actually not too bad.

    Chipotle registered positive same-store sales BUT that was as a result of higher menu prices, which they are going to be instituting again during the next couple of quarters.

    The also announced a pretty significant stock repurchase program whereby they were going to buy back their “B” shares because they felt they were significantly undervalued and they would get more bang for the buck.

    I listened to the conference call and management was very up front and honest about where they were headed in terms of margin deterioration due to higher input costs, and raising prices.

    They also talked about the severe economic headwinds, and they lowered their guidance for the next year based on those views.

    Chipotle is still high on my list, and an amazing company, but I feel, especially with the shares rising almost 20% from their lows in just a few days, that we’ll have better entry points in the next few ! months.

    Also remember to always purchase the “B” shares as they are exactly the same as the “A” shares but are anywhere from 5-15% cheaper and have 10 times the voting power.

    Why I Like the Company: Best-in-breed player with significantly higher margins and a lower cost structure than other similar fast-casual restaurant chains; their commitment to organic and natural ingredients sets them apart in a crowded restaurant landscape; stock price is starting to become reasonable again after over a year of hype and overindulgence; company is still expanding at a breakneck speed, even in the face of deteriorating business fundamentals positioning themselves for a quick turnaround; same-store sales are still positive; company still churns out significant cash, and pays for its expansion via its own cash generation with almost no debt.

  • [By Fitz Gerald]

    Chipotle Mexican Grill (CMG) has the potential to be the McDonald’s (MCD) o f the next half-century … in part because this high-quality burrito shop was spun off from McDonald’s in 2006 … so management has been taught well. Revenues are growing steadily and profit margins are consistently in the high single digits, which is great in the restaurant industry. (It’s my son’s favorite restaurant, but I’m not the analyst who submitted it.)

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