The Twitter (NYSE: TWTR) hype machine is in full gear, and the first trades are now indicating $45, up 73% from the $26 pricing last night.
If the stock market were a pinball machine, it would read "tilt."
Twitter's gross revenue is slowing. It's up only 6.1% in Q3 2013 from a year ago versus 10.6% in 2012 and 17.1% in 2011.
Net losses are also growing. The company reported a net loss of $133.9 million Q3 2013 versus a loss of $70.7 million in Q3 2012.
The user base is only 232 million a day versus Facebook which is running north of one billion. This may not be a big enough customer base to support the advertising that everybody thinks is going to propel Twitter to stratospheric levels.
The demographic is skewed. Facebook is arguably balanced across a much wider demographic. Twitter is young people and small emerging markets where there's very little consumer spending power.
And finally, Wall Street has valued the Twitter IPO at $26 in an effort to avoid getting "Facebooked." Yet, European pre-IPO warrants trading the night prior to the opening suggest a range of $37 to $45 a year from now.
Top 5 Prefered Companies To Own For 2015: 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 Melvin Backman]
3. Dollar store drama and coffee surge: Shares in Dollar General (DG) are down more than 7% after CEO Rick Dreiling announced that he was retiring in 2015. Activist investor Carl Icahn has a 9.4% stake in Family Dollar (FDO), which many suspect he wants to merge with Dollar General. Family Dollar stock is down 2%. Related company Dollar Tree (DLTR) is slightly negative as well.
- [By Paul Ausick]
Dollar General�� share price is up less than 6% in the past 12 months, but since the beginning of the year shares have risen more than 22%. And even then, Dollar General�trails Dollar Tree Inc. (NASDAQ: DLTR) in share price growth since January 1. Dollar Tree stock is up 30%.
- [By WWW.DAILYFINANCE.COM]
David Paul Morris/Bloomberg via Getty Images Like millions of Americans, Darnel Ware needs to save money, even if it's 40 cents on a bag of flour. He searches for those savings during his daily visits to the Family Dollar Store near his home in Fraser, Michigan, sometimes stopping by as many as 10 times a week "if there are things I need," said the 51-year-old home care provider. "I buy a lot of everything; merchandise and food products." He said he typically spends about $30 a trip on items such as the soft drinks, paper cups and cookies he bought on a recent afternoon at the small store in a strip mall alongside other discount retailers and small factories five miles from Detroit. The small but frequent purchases of low-income customers such as Ware add up: Family Dollar Stores (FDO), which operates about 8,200 stores in mainly urban sections of the U.S., is the target of an $9 billion cash takeover offer from rival Dollar General and an $8.5 billion cash and stock offer from Dollar Tree. Both competitors are betting not only on the health of the deep discount retail sector but also on the intractability of poverty in America. Mid-market retailers such as Walmart Stores (WMT), Macy's (M) and J.C. Penney (JCP) have been struggling in recent years as consumers have been slow to return to their pre-recession, freer spending ways. On Wednesday, Target (TGT) said it was cutting its full-year earnings and slashing prices. But the popularity of so-called dollar stores is growing. Shopping by the 46.5 million Americans living below the poverty line poor helped boost the annual U.S. market for deep discount stores by 45.7 percent to $48.2 billion between 2008 and 2013, according to London-based market researcher Euromonitor International. The firm projects the sector to grow to $57 billion in 2018. The U.S. Census sets the poverty line at $24,000 a year or less for a family of four. Such forecasts help explain the battle over Family Dollar, the number-two de
Hot Value Stocks To Buy 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 Fede Zaldua]
Halliburton now trades at 11.7 times 2014 earnings and 5.9 times EV/EBITDA. One of its closer competitors in the oil and gas services industry, Schlumberger (SLB) sells for 15.1 times 2014 earnings and 8.6 EV/EBITDA. Its true that Halliburton's third quarter did not impress investors at all. As a matter of fact, the stock reacted negatively when results were released despite the small EPS beat the company achieved ��$0.83 versus $0.82 analysts were expecting. The stock's reaction was related to lower than expected growth (above all in Latin America) and smaller than expected margins in North America. That said, I believe those issues ��slower growth and declining margins ��were given by temporary issues such as the flooding in Colorado which is not an operational issue but a weather-related issue. Once again, I agree with Soros. Halliburton should continue outperfoming and beating its self-imposed targets.
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- [By Jim Jubak]
But it just doesn't seem to matter for Schlumberger (SLB). Schlumberger is a member of my Jubak's Picks portfolio.
On January 17, the oil services and technology company reported fourth quarter earnings of $1.35 a share, beating Wall Street estimates by two cents a share. Earnings grew by 29.8% year over year.
Hot Value Stocks To Buy 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 Jayson Derrick]
Analysts at Credit Suisse maintained an Outperform rating on Caterpillar (NYSE: CAT) with a price target lowered to $108 from a previous $119. Shares lost 0.23 percent, closing at $92.59.
- [By Ben Levisohn]
The S&P 500 hit another new high today, as Intuitive Surgical (ISRG) and Staples (SPLS). The Dow Jones Industrial Average, however, still can’t get positive for the year, despite big gains in Caterpillar (CAT), United Technologies (UTX) and Pfizer (PFE).
- [By GuruFocus] l Gates added to his holdings in Caterpillar Inc by 4.65%. His purchase prices were between $82.12 and $91.15, with an estimated average price of $85.32. The impact to his portfolio due to this purchase was 0.23%. His holdings were 11,260,857 shares as of 12/31/2013.
Added: Wal-Mart Stores Inc (WMT)
Bill Gates added to his holdings in Wal-Mart Stores Inc by 4.5%. His purchase prices were between $71.87 and $81.21, with an estimated average price of $77.52. The impact to his portfolio due to this purchase was 0.2%. His holdings were 11,603,000 shares as of 12/31/2013.
Sold Out: Procter & Gamble Co (PG)
Bill Gates sold out his holdings in Procter & Gamble Co. His sale prices were between $75.65 and $85.41, with an estimated average price of $81.56.
Sold Out: Air Products & Chemicals Inc (APD)
Bill Gates sold out his holdings in Air Products & Chemicals Inc. His sale prices were between $102.58 and $113.66, with an estimated average price of $108.95.
Sold Out: Toyota Motor Corp (TM)
Bill Gates sold out his holdings in Toyota Motor Corp. His sale prices were between $118.61 and $131.65, with an estimated average price of $125.74.
Sold Out: Diamond Foods, Inc. (DMND)
Bill Gates sold out his holdings in Diamond Foods, Inc.. His sale prices were between $20.78 and $26.05, with an estimated average price of $23.92.
Here is the complete portfolio of Bill Gates.�
Also check out: Bill Gates Undervalued Stocks Bill Gates Top Growth Companies Bill Gates High Yield stocks, and Stocks that Bill Gates keeps buying
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Subscribe via Email Subscribe RSS - [By Matt Thalman]
Caterpillar (NYSE: CAT ) also had a bad week, as shares fell by 2.72%. This is the ninth straight week shares of Caterpillar closed lower than were they began. In that time, the stock price has been cut lower by 14.89%. This week's big decline came on Tuesday, after the Department of Commerce released its factory orders and showed that machinery and other large equipment declined by 3.2% in February. �
Hot Value Stocks To Buy 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 Johanna Bennett]
Corporate earnings took a back seat today to the Fed�� latest policy decision. Still, quarterly financial results, and other news sent shares of McCormick & Co. (MKC) and Tupperware (TUP), falling during regular market hours�Here�� a rundown of several of today�� moves:
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