Wednesday, August 13, 2014

Hot Mid Cap Companies To Invest In Right Now

The Q1 2014 Tripadvisor Inc (NASDAQ: TRIP) earnings report is due after the market closes on Tuesday, May 6th, with investors and traders alike who follow either the stock or large cap Priceline Group Inc (NASDAQ: PCLN), mid cap Expedia Inc (NASDAQ: EXPE) and small caps Travelzoo Inc (NASDAQ: TZOO) and Orbitz Worldwide, Inc (NYSE: OWW) should be paying attention to it. Aside from the Tripadvisor Inc earnings report, it should be said that Travelzoo Inc released 1Q 2014 earnings on April 17th and Expedia Inc released earnings last Thursday while the Q1 2014 Orbitz Worldwide earnings report is due today before the market opens and the Priceline Group Inc earnings report is due out on Thursday, May 8, at 9:30AM EDT. However, Tripadvisor Inc is a little different from these other travel booking companies as its main focus is to provide travel advice or reviews written by real travelers (which obviously leads to travel bookings that they make money on).

Best Freight Stocks To Own For 2015: Advance Auto Parts Inc(AAP)

Advance Auto Parts, Inc., through its subsidiaries, operates as a retailer of automotive aftermarket parts, accessories, batteries, and maintenance items. It operates in two segments, Advance Auto Parts (AAP) and Autopart International (AI). The AAP segment operates stores, which primarily offer auto parts, including alternators, batteries, chassis parts, clutches, engines and engine parts, radiators, starters, transmissions, and water pumps; accessories comprising floor mats, mirrors, vent shades, MP3 and cell phone accessories, and seat and steering wheel covers; chemicals consisting of antifreeze, freon, fuel additives, and car washes and waxes; and oil and other automotive petroleum products. This segment also provides battery and wiper installation, battery charging, check engine light reading, electrical system testing, video clinics and project brochures, loaner tool programs, and oil and battery recycling services; and sells its products through online. The AI segm ent operates stores that offer replacement parts for domestic and imported cars, and light trucks to customers in northeast and mid-Atlantic regions, as well as to warehouse distributors and jobbers in North America. As of January 1, 2011, the company operated 3,369 AAP stores, including 3,343 stores located in the northeastern, southeastern, and Midwestern regions of the United States under the Advance Auto Parts and Advance Discount Auto Parts trade names; 26 stores situated in Puerto Rico and the Virgin Islands under the Advance Auto Parts and Western Auto trade names; and 194 stores under the Autopart International trade name in the United States. It serves do-it-yourself, do-it-for-me, or commercial customers. The company was founded in 1929 and is based in Roanoke, Virginia.

Advisors' Opinion:
  • [By Dan Caplinger]

    What's interesting, though, is that historically, auto-parts makers are seen as relying on the lack of success among automakers. After all, new cars don't need parts nearly as often as older cars do, and when Ford and GM perform well, their customers don't have to rely as much on Genuine Parts or competitors AutoZone (NYSE: AZO  ) and Advance Auto Parts (NYSE: AAP  ) for replacements. Yet, even though Advance's 15% gain, and AutoZone's 20% rise year to date, aren't quite as substantial as Genuine Parts, they still signal a paradigm shift in the way investors look at the industry, perhaps recognizing that for every new car sold, there's usually a used car that gets traded in, and so good news for Ford and GM sales might actually translate into more business for the parts industry.

  • [By Peter Graham]

    The fiscal Q3 2014 earnings report for auto parts retailer stock AutoZone, Inc (NYSE: AZO), a peer of Advance Auto Parts, Inc (NYSE: AAP), O'Reilly Automotive Inc (NASDAQ: ORLY) and The Pep Boys - Manny, Moe & Jack (NYSE: PBY), is scheduled for before the market opens on Tuesday. Aside from the AutoZone earnings report, it should be said that Advance Auto Parts, Inc reported Q1 2014 earnings on May 15th (results were better than expected and they upped guidance); O'Reilly Automotive Inc reported Q1 2014 earnings on April 24th (results topped expectations); and The Pep Boys reported Q4 2013 earnings on April 15th and will report Q1 2014 earnings on June 10th (PBY reported a surprise loss as tire pricing negatively hit revenue). However and given the current uncertain economy that is keeping most consumers in their old cars, you would think that auto parts retailers in general would all be doing well.

  • [By Matt Thalman]

    Competitor Advanced Auto Parts (NYSE: AAP  ) also announced earnings this morning, which resulted in shares of the company increasing by 12.74% today. Revenue at Advanced rose 6% year over year to hit $1.41 billion, but that was below the $1.43 billion analysts were expecting. Despite that miss, earnings per share came in at $0.94, which was $0.13 higher than Wall Street had predicted. The company maintained a strong gross margin at 49.8%, but that fell from 49.9% during the same quarter last year, which was explained as a side effect from a higher mix of commercial sales, an area that has lower margins. Lastly, management forecasted that 2014 fiscal year earnings per share will fall within a range from $7.20-$7.40, while analysts had that number pinned at just $7.03 per share.�

Hot Mid Cap Companies To Invest In Right Now: The Middleby Corporation (MIDD)

The Middleby Corporation, through its subsidiaries, engages in the design, manufacture, and sale of commercial foodservice and food processing equipment in the United States, Canada, Asia, Europe, the Middle East, and Latin America. The company?s Commercial Foodservice Equipment Group segment manufactures cooking equipment for restaurants and institutional kitchens. Its product line comprises conveyor ovens, ranges, steamers, convection ovens, combi-ovens, broilers and steam cooking equipment, induction cooking systems, baking and proofing ovens, griddles, char broilers, catering equipment, fryers, toasters, hot food servers, food warming equipment, and coffee and beverage dispensing equipment. These products are sold and marketed under the brand names of Anets, Blodgett, Blodgett Combi, Blodgett Range, Bloomfield, CTX, Carter-Hoffmann, CookTek, Doyon, Frifri, Giga, Holman, Houno, Jade, Lang, MagiKitch?n, Middleby Marshall, Nu-Vu, Pitco, PerfectFry, Southbend, Star, Toastm aster, TurboChef, and Wells. In addition, this segment involves in sales, distribution, and export management activities internationally through independent manufacturing representatives and a combined network of independent and company-owned distributors. The Middleby?s Food Processing Equipment Group segment manufactures preparation, cooking, packaging, and food safety equipment for the food processing industry. Its principal products include batch ovens, belt ovens, and conveyorized cooking systems sold under the Alkar brand name; grinding, slicing, emulsification, mixing, and blending products under the Cozzini brand name; breading, battering, mixing, slicing, and forming equipment sold under the MP Equipment brand name; and packaging and food safety equipment sold under the RapidPak brand name. The company was formerly known as Middleby Marshall Oven Company and changed its name to The Middleby Corporation in 1985. The Middleby Corporation was founded in 1888 and is bas ed in Elgin, Illinois.

Advisors' Opinion:
  • [By Tom Gardner]

    In the video interview below, Motley Fool CEO Tom Gardner speaks with Middleby (NASDAQ: MIDD  ) CEO Selim Bassoul. Since becoming CEO in 2000, Bassoul has led a remarkable transformation at Middleby, the cooking equipment maker, turning the stock into a nearly 50-bagger over that time. In the video below, Bassoul discusses the ways his acquisitions are able to succeed with Middleby.

Hot Mid Cap Companies To Invest In Right Now: ITV PLC (ITV)

ITV Public Company Limited (ITV) is a commercial television network in the United Kingdom. t also delivers content across multiple platforms either directly or through itv.com and ITV Player. It has two segments: ITV Studios and Broadcasting & Online��segment. Its broadcasting and online segment is responsible for commissioning and scheduling programs on the ITV channels, marketing and program publicity and online rights exploitation. It derives its revenue primarily from the sale of advertising airtime and sponsorship, and other sources of revenue are from participation revenue, online advertising and the digital terrestrial multiplex, SDN. ITV Studios is an international productions business. In February 2014, ITV Plc acquired a controlling stake in DiGa Vision, the New York based independent producer of reality and scripted programming including Teen Wolf. Advisors' Opinion:
  • [By Jonathan Morgan]

    ITV Plc (ITV) increased 3.7 percent to 134.2 pence, the biggest advance since February. Liberum Capital upgraded its price estimate on the U.K. broadcaster�� shares to 200 pence from 155 pence, citing ��tructurally resilient��free-to-air television advertisements and forecast growth in online and content revenue.

Hot Mid Cap Companies To Invest In Right Now: Ingram Micro Inc. (IM)

Ingram Micro Inc. distributes information technology (IT) products; and provides supply chain solutions, mobile device lifecycle services, and logistics solutions worldwide. The company�s IT peripherals include printers, scanners, displays, projectors, monitors, panels, mass storage, and tape; large format LCD and plasma displays, enclosures, mounts, media players, content software, and content creation and hosting; mobile phones, digital cameras and video disc players, game consoles, televisions, audio, media management, and home control products; barcode/card printers, AIDC scanners and software, and wireless infrastructure products; IP video surveillance, security and fire alarm systems, and access control smart cards; processors, motherboards, hard drives, and memory products; and ink and toner supplies, paper, carrying cases, and anti-glare screens. It also provides various systems, including rack, tower, and blade servers; desktops; portable personal computers and t ablets; and software products, such as business application, operating system, entertainment, security, storage, and virtualization software products, as well as middleware and developer software tools. The company�s networking products comprise switches, hubs, routers, wireless local area networks, wireless wide area networks, network interface cards, cellular data cards, network-attached storage, and storage area networks; voice over Internet protocol, communications, modems, phone systems, and video/audio conferencing; and firewalls, virtual private networks, intrusion detection, and authentication devices and appliances. In addition, it provides integration, technical support, training, financial and credit, marketing, predictive analytics, eCommerce, reseller community hosting, managed, cloud, managed print, and professional services. The company sells its products to resellers through sales representatives. Ingram Micro Inc. was founded in 1979 and is headquartered in Santa Ana, California.

Advisors' Opinion:
  • [By Geoff Gannon]

    A huge net-net like Ingram Micro (IM) with nine out of ten years of profits in the last decade is pretty unusual. And Ingram operates on a razor-thin margin. It usually makes about one cent in profit for every dollar of sales.

  • [By Keith Speights]

    My take is that Qualcomm has rapidly established itself as the de facto standard for connecting with medical devices. The company isn't doing it alone, though. It teamed with Ingram Micro (NYSE: IM  ) , the world's largest technology distributor, to support the implementation, logistics, and financial services related to the 2net hub and platform. This partnership should help propagate Qualcomm's technology more effectively than the company could have done on its own.

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