As promised in a previous article, today I will look into the E-Commerce King: Amazon.com Inc. (AMZN) as an option to eBay Inc. (EBAY).
Growing the Old-Fashioned Way
Years ago the company was the biggest bookstore in the world, in the recent years it has expanded into a number of other product categories allowing other businesses and individuals to sell new, used and collectible products on its Web sites through its Merchant and Amazon Marketplace programs. The company has organized its operations into two principal segments: North America (57% of 2012 net sales) and International (43%). In the last quarter the company recorded earnings that were in-line with Zacks estimates, so let麓s have a look at main drivers for the upcoming quarters.
Long Term Growth Opportunities
The industry pattern has shifted from catalog to internet sales as consumers are increasingly buying things online. Forrester Research projects that U.S. e-commerce sales will increase from $231 billion in 2012 to $370 billion in 2016. So the growth of the e-commerce industry demonstrates strong potential for increased Internet usage and e-commerce sales abroad which we consider a key factor for the company in this fast-growing market.
10 Best Oil Service Stocks To Watch Right Now: Erickson Air-Crane Inc (EAC)
Erickson Air-Crane Incorporated (Erickson) is engaged in the operation and manufacture of the Erickson S-64 Aircrane (Aircrane), a heavy-lift helicopter. The Company operates in two segments: Aerial Services and Manufacturing / MRO. Aerial Services offers a range of heavy-lift helicopter services through the Company's worldwide fleet, including firefighting, timber harvesting, infrastructure construction, and crewing services. Manufacturing / MRO manufactures Aircranes from existing airframes, manufactures new components on a contract basis, and provides customers with Federal Aviation Administration and European Aviation Safety Agency certified maintenance, and MRO services in the Company's AS9100 certified facility. In October 2012, the Company purchased the Sun Bird Aircraft and associated spare parts inventory and accessories from San Diego Gas & Electric Company. In May 2013, Erickson Air-Crane Inc acquired the entire share capital of Evergreen Helicopters Inc. In September 2013, Erickson Air-Crane Incorporated announced the completion of its acquisition of Air Amazonia Servicos Aeronauticos Ltda and certain related assets from HRT Participacoes em Petroleo S.A.
In February 2012, its Malaysian subsidiary, Erickson Aircrane Malaysia Sdn. Bhd., entered into an amendment to its existing logging contract with Syarikat Samling Timber Sdn. Bhd. (Samling Global) to extend the contract term to January 31, 2013. Pursuant to the amended contract, it began providing aerial timber harvesting services in Malaysia on February 1, 2012 to Samling Global. In January 2012, its Canadian subsidiary, Canadian Air-Crane Limited, amended its existing agreement with Western Forest Products Inc. (Western Forest Products), a Canadian forest products and timberlands management company, to establish the terms for one year of aviation services.
The Company offers a full spectrum of heavy-lift helicopter solutions, including the design, engineering, development, manufacturing, and testing of the Airc! rane, as well as Aerial Services and MRO services. It has production, maintenance, and logistics facilities in Central Point, Oregon. It maintains a year-round international presence with operations in Canada, Italy, Malaysia, and Peru, and an operating presence in Australia and Greece.
It owns the Type and Production Certificates for the Aircrane, granting us exclusive design, manufacturing, and related rights for the aircraft and original equipment manufacturer (OEM) components. It has made more than 350 design improvements to the Aircrane since acquiring the Type Certificate and it has developed Aircrane accessories that enhance its aerial operations, such as its firefighting tank system and snorkel, timber heli harvester, and anti-rotation device and hoist.
Aerial Services
The Aircrane has a lift capacity of up to 25,000 pounds and is a commercial aircraft built specifically as a flying crane without a fuselage for internal loads. The Aircrane is also a commercial heavy-lift helicopter with a rear load-facing cockpit, combining an unobstructed view and complete aircraft control for precision lift and load placement capabilities. It owns and operates a fleet of 17 Aircranes, which it uses to support a variety of government and commercial customers worldwide across a range of aerial services, including firefighting, timber harvesting, infrastructure construction, and crewing. The Aircrane is capable of providing heavy-lift solutions to a wide variety of industries, including firefighting, timber harvesting, infrastructure construction, oil and gas and energy related construction, disaster recovery, and emergency response. It leases its aircraft to customers for specific missions, with customers generally paying for the aircraft, maintenance, and crewing services, as well as fuel expense. In addition, it provides crewing for aircraft it has sold. Its Aircrane accessories include Fire Tank and Pond Snorkel, Fire Tank and Sea Snorkel, Foam Cannon, Hydromulch Loading Manifo! ld, Heli ! Harvester, Hydraulic Grapple, Long-Line Shock and Pendant, Anti-Rotation Device and Hoist and Material Transport Bucket.
The Aircrane Helitanker has provided firefighting services in the United States, Canada, Mexico, Italy, Greece, France, Turkey, and Australia. Its firefighting customers include federal, state, local, and international government agencies who hire the Company to be available as needed. Under its firefighting contracts, aircraft are deployed to locations prone to seasonal fires and remain on standby throughout the fire season. For these contracts, which it refers to as exclusive-use contracts, it typically charge on a per-day basis for availability and on a per-hour basis for actual aircraft use.
Aircrane is engaged in timber operations in a number of regions, including the United States, Canada, and the tropical forests in Malaysia. Its customers uses its harvesting solutions primarily for timber, such as tropical hardwoods and for remote area harvesting in locations that would otherwise require road construction or prohibit ground-based harvesting. Timber is vertically lifted and transported with its hydraulic grapple.
The Aircrane's rear load-facing pilot seat makes the aircraft particularly for infrastructure projects that require extreme precision in load delivery, such as electricity transmission and broadcasting towers, oil and gas pipelines, wind turbines, mining conveying systems, industrial equipment, emergency shelters, and ski-lift equipment. The Aircrane can be configured to transport heavy machinery and equipment, such as heating, ventilating, and air conditioning (HVAC) units, automotive equipment, and other cargo items.
Aircraft Manufacturing and Maintenance, Repair, and Overhaul (Manufacturing/MRO)
The Company manufactures Aircranes and related components for sale to government and commercial customers and provide aftermarket support and maintenance, repair, and overhaul services for the Aircrane and oth! er aircra! ft. It also offers cost per hour (CPH) contracts pursuant to which it provides components and expendable supplies for a customer's aircraft at a fixed cost per flight hour. Through its Manufacturing / MRO segment it manufactures Aircranes from existing airframes, manufacture components on a contract basis, and provide customers with FAA- and European Aviation Safety Agency-certified MRO services
The Company has manufactured a total of 33 Aircranes for its own use and for sale to customers, and has sold one for domestic construction operations and eight for international firefighting operations. It also builds and manufactures Aircranes for its own use and owns, operates, and maintains 17 Aircranes. As the owner of the S-64 Type and Production Certificates, it also has the authority and ability to manufacture an Aircrane entirely from new parts. It manufactures aluminum main and tail rotor blades and have partnered with OEMs to design and manufacture composite main rotor blades. While it provides MRO services to its own Aircranes, it continues to provide parts and maintenance and overhaul services to every Aircrane it has sold. It also performs similar operations on engines and other components for owners of other aircraft platforms. Its FAA-certificated repair station offers an array of services from small repairs to extensive heavy airframe maintenance.
The Company competes with Columbia Helicopters, Helicopter Transport Services and Siller Brothers.
Advisors' Opinion:- [By Blake Bos]
In the following video, Motley Fool industrials analyst Blake Bos takes a question from a Fool reader on Facebook, who asks, "What's your Foolish take on Erickson Air-Crane Incorporated (NASDAQ: EAC ) ?"
Top 10 Long Term Stocks To Watch For 2014: Glacier Media Inc (GLMFF.PK)
Glacier Media Inc. (Glacier) is an information communications company focused on the provision of information and related services through print and digital media. Glacier has two segments: the newspaper and trade information markets and the business and professional information markets. The operations in the newspaper and trade information group include the Western Producer Publications and Farm Business Communications agricultural information group, Business In Vancouver Media Group, the JuneWarren-Nickle�� Energy Group, the Business Information Group, and the Glacier Newspaper Group. Its operations in the business and professional information group include Specialty Technical Publishers, CD-Pharma, Eco Log and a joint venture interest in Fundata. In November 2011, the Company acquired a 50% interest in InfoMine Inc. In November 2011, the Company acquired Canada�� Outdoor Shows Limited. In December 2011, it acquired Postmedia Network Inc.'s community newspapers in British Columbia. Advisors' Opinion:- [By Mike Arnold]
Shares of Glacier Media (GLMFF.PK)(GVC.TO) ("Glacier" or "the company") are cold product in this market of stocks, trading at decade lows after a summer sell-off. Famed value investor Walter Schloss preferred buying stocks not at 52-week lows, but at multi-year lows. If Mr. Schloss were here with us today, I suspect he'd be taking a look at Glacier shares.
Top 10 Long Term Stocks To Watch For 2014: Chelsea Therapeutics International Ltd.(CHTP)
Chelsea Therapeutics International, Ltd., a development-stage pharmaceutical company, focuses on the acquisition, development, and commercialization of therapeutic products for the treatment of various human diseases. It is involved in developing Droxidopa, a therapeutic agent for the treatment of symptomatic neurogenic orthostatic hypotension (NOH) associated with primary autonomic failure and falls related to NOH in Parkinson?s Disease (PD), as well as other norepinephrine-related conditions and diseases, including intradialytic hypotension, fibromyalgia, adult attention deficit hyperactivity disorder, chronic fatigue syndrome, and freezing of gait in PD and down syndrome. The company intends to market its Droxidopa drug under the Northera brand name. It also engages in developing a portfolio of molecules for the treatment of various autoimmune/inflammatory diseases, including rheumatoid arthritis, psoriasis, Crohn?s disease, ankylosing spondylitis, uveitis, psoriatic arthritis, inflammatory bowel disease, cancer, and other immunological disorders. The company?s molecule products include a portfolio of metabolically inert antifolate molecules consisting of CH-1504 and CH-4051, which are orally available molecules with anti-inflammatory, autoimmune, and anti-tumor properties that inhibit various key enzymes required for cell proliferation; and a portfolio of dihydroorotate dehydrogenase, known as the I-3D portfolio, for applications in autoimmune diseases and transplantation. Chelsea Therapeutics International, Ltd. was founded in 2002 and is headquartered in Charlotte, North Carolina.
Advisors' Opinion:- [By Jon C. Ogg]
Chelsea Therapeutics International Ltd. (NASDAQ: CHTP) is finding a serious victory from its hypotension drug. Shares hit a 52-week high — make that a three-year high — after the company confirmed an accelerated FDA approval of its Northera for the treatment of low blood pressure, following FDA panel backing just last month.
Top 10 Long Term Stocks To Watch For 2014: Manulife Financial Corp (MFC)
Manulife Financial Corporation (MFC) is a Canada-based financial services group with principal operations in Asia, Canada and the United States. The Company�� segments are Asia, Canadian and U.S. Divisions and the Corporate and Other segment. The Company�� international network agents and distribution partners offers financial protection and wealth management products and services to clients. It also provides asset management services to institutional customers. In January 2013, the Company acquired Benesure Canada Inc. In August 2013, John Hancock, the United States division of the Company, announced that it has acquired Landmark Square in Long Beach, California. In December 2013, MFC announced its subsidiary, Manulife (International) Limited, had completed the transaction to sell its life insurance business in Taiwan to CTBC Life Insurance Co., Ltd. Advisors' Opinion:- [By Jonas Elmerraji]
Manulife Financial (MFC) is another stock that's forming an ascending triangle pattern right now. In the case of this $33 billion Canadian financial services firm, resistance comes into play at $18, a price level that's acted as a ceiling for shares since all the way back in July. The buy signal comes on a move through that $18 barrier.
Whenever you're looking at any technical price pattern, it's critical to think in terms of those buyers and sellers. Triangles, and other pattern names are a good quick way to explain what's going on in a stock, but they're not the reason it's tradable. Instead, it all comes down to supply and demand for shares.
That $18 resistance level is a price where there has been an excess of supply of shares; in other words, it's a place where sellers have been more eager to step in and take gains than buyers have been to buy. That's what makes a breakout above it so significant -- the move means that buyers are finally strong enough to absorb all of the excess supply above that price level.
After it happens, I'd recommend keeping a protective stop at $16.50.
- [By Patricio Kehoe] est Canadian life insurer by market capitalization, offering asset management, wealth management and financial services to customers in Asia, Canada and the U.S. However, the company�� annuity and segregated fund business has suffered over the past two years, due to the low interest rate environment, leading to a decline in earnings and operating results. Nonetheless, the firm has been undergoing some changes throughout 2013 and management expects profitability to increase for fiscal 2014, despite its underperformance during fourth quarter fiscal 2013. Thus, many investment gurus like George Soros (Trades, Portfolio) and Jim Simons' (Trades, Portfolio) hedge fund remain bullish about Manulife�� future outlook, evidenced by their shares purchased in the past quarter.
Of Hedging and Repricing
Manulife�� capital sensitivity and volatile earnings have made it difficult for the company to maintain steady growth prospects in the past, but quarter four's earnings report showed improvements in some aspects, especially regarding EPS growth, which jumped 73% year over year, closing at $1.62 per share. This is largely due to the company�� recent strategy of hedging two-thirds of its variable annuity business, and looking forward all newly written businesses in this segment will be hedged. Furthermore, the firm has been gradually trading most of its short-term bonds for long-term bonds, which will improve the bond duration of its investment portfolio, thereby reducing earning sensitivity. While insurance sales were weak for 2013, declining 13% from 2012 and 32% year over year for the quarter, Manulife�� shift towards expanding its wealth management business (wealth sales increased 37% over the past fiscal year) and mutual fund sales should help offset declines in the future.
In fact, today the company announced that it will be launching a new universal life product for the Canadian market called Manulife UL by May 26 of this year. The new
- [By Eric Lam]
Air Canada, the nation�� largest airline, surged 7.2 percent after reducing costs. Manulife Financial Corp. (MFC), Canada�� largest insurer, increased 2.6 percent for a fourth day of gains. Trilogy Energy Corp. plunged 9.8 percent after reporting a loss as sales declined. Detour Gold Corp. plunged 18 percent after saying it will not meet its 2013 production targets. Centerra Gold Inc. and HudBay Minerals Inc. sank at least 3.7 percent as gold dropped to a three-week low in New York.
Top 10 Long Term Stocks To Watch For 2014: Bemis Company Inc (BMS)
Bemis Company, Inc., incorporated on May 18, 1885, is a manufacturer of packaging products and pressure sensitive materials. The Company's business activities are organized around its three reportable business segments, U.S. Packaging , Global Packaging and Pressure Sensitive Materials. The majority of the Company�� products are sold to customers in the food industry. Other customers include companies businesses, such as chemical, agribusiness, medical, pharmaceutical, personal care, electronics, automotive, construction, graphic industries and other consumer goods. In July 2013, Bemis Company Inc acquired all of the common stock of Foshan New Changsheng Plastics Films Co., LTD.
The Company�� flexible packaging businesses has a technical base in polymer chemistry, film extrusion, coating, laminating, printing, and converting. The Company�� pressure sensitive materials business specializes in adhesive technologies. On August 22, 2012, the Company acquired two flexible packaging businesses in Australia and New Zealand.
U.S. Packaging segment
The U.S. Packaging segment represents all food, consumer, and industrial products packaging-related manufacturing operations located in the United States. This segment manufactures multilayer polymer, blown and cast film structures to produce packaging sold for food and personal care product applications as well as non-food applications. Additional products include custom thermoformed packaging, and multiwall paper bags. Markets for these products include processed and fresh meat, liquids, frozen foods, cereals, snacks, cheese, coffee, condiments, candy, pet food, bakery, seed, lawn and garden, tissue, fresh produce, personal care and hygiene, disposable diapers, agribusiness, and minerals. This segment has 35 manufacturing plants located in 16 states, of which 32 are owned directly by the Company or its subsidiaries and three are leased from outside parties.
Global Packaging segment
The ! Global Packaging segment includes all packaging-related manufacturing operations located outside of the United States as well as global medical device and pharmaceutical packaging manufacturing operations. This segment manufactures multilayer polymer, blown and cast film structures to produce packaging sold for a variety of food, medical, pharmaceutical, personal care, and industrial applications. Additional products include injection molded plastic and folding carton packaging. Markets for these products include processed and fresh meat, liquids, snacks, cheese, coffee, condiments, candy, bakery, tissue, fresh produce, personal care and hygiene, disposable diapers, agribusiness, pharmaceutical, and medical devices. This segment has 32 manufacturing plants located in three United States, the Commonwealth of Puerto Rico, and ten non-United States countries, of which 26 are owned directly by the Company or its subsidiaries and six are leased from outside parties.
Pressure Sensitive Materials segment
The Pressure Sensitive Materials segment is a global manufacturer of pressure sensitive adhesive coated paper and film substrates sold into label, graphic, and technical product markets. Products for label markets include narrow-Web rolls of pressure sensitive paper, film, and metalized film printing stocks used in high-speed printing and die-cutting. Products for graphic markets include pressure sensitive films used for decorative signage through computer-aided plotters, digital and screen printers, and photographic overlaminate and mounting materials including optically clear films with built-in ultraviolet (UV) inhibitors. Products for technical markets include micro-thin film adhesives used in delicate electronic parts assembly and pressure sensitive applications utilizing foam and tape based stocks to perform fastening and mounting functions. This segment has seven manufacturing plants located in three states and two non-United States countries, all of which are owned directly b! y the Com! pany or its subsidiaries.
The Company competes with Amcor Limited, Berry Plastics Corporation, Bryce Corporation, Exopack Company, Hood Packaging Corporation, Printpack, Inc., Sealed Air Corporation, Sonoco Products Company, Wihuri OY, Winpak ltd, 3M, Acucote, Inc., Avery Dennison Corporation, FLEXcon Corporation, Green Bay Packaging Inc., Ricoh Company, Ltd., Ritrama Inc., Spinnaker Industries, Inc., Technicote Inc., UPM-Kymmene Corporation, and Wausau Coated Products Inc.
Advisors' Opinion:- [By Rich Duprey]
Looking to increase its presence and market share in Asia, specialty packaging maker Bemis (NYSE: BMS ) announced today it was acquiring a Chinese manufacturer of specialty films, Foshan New Changsheng Plastics Films.�
- [By The Part-time Investor]
The following stocks met the criteria in January of 2008 and were put into the initial portfolio:
Abbot Labs (ABT)Advanced data processing (ADP)Associated Banc-Corp (ASBC)Bank of America (BAC)BB&T Corp. (BBT)Bemis Company (BMS)Anheuser Busch (BUD)The Chubb Corporation (CB)Clorox (CLX)Comerica Inc. (CMA)Diebold Inc. (DBD)Emerson Electronics (EMR)First Dollar Corp. (FDO)First Third BanCorp. (FITB)Gannett Co, Inc. (GCI)General Electric (GE)Hershey (HSY)Illinois Tools Works (ITW)Johnson and Johnson (JNJ)Leggett and Platt (LEG)Eli Lilly (LLY)La-Z-Boy (LZB)McDonald's (MCD)Marsh and Ilsley (MI)M&T Bancorp (MTB)PepsiCo (PEP)Pfizer (PFE)Procter & Gamble (PG)Pentair Ltd. (PNR)Regions Financial Corp. (RF)Rohm and Haas (ROH)RPM International (RPM)Sherwin Williams (SHW)Sysco Corp. (SYY)UDR Inc. (UDR)Historical quotes were taken from Yahoo Finance. $10,000 was put into each position, to the nearest whole share, so a total of $349,262.89 was invested. From 1/15/08 through 5/16/13 all dividends were reinvested back into the stock that paid them. If a dividend cut was announced, that stock was sold on the ex-div date of the new, lower dividend.
Top 10 Long Term Stocks To Watch For 2014: Consumer Staples Select Sector SPDR (XLP)
Consumer Staples Select Sector SPDR Fund (the Fund) seeks to provide investment results that correspond to the price and yield performance of the Consumer Staples Select Sector of the S&P 500 Index (the Index). The Index includes companies that are primarily involved in the development and production of consumer products that cover food and drug retailing, beverages, food products, tobacco, household products and personal products.
The Fund utilizes a passive or indexing investment approach to invest in a portfolio of stocks that seek to replicate the Index. The Fund�� investment advisor is SSgA Funds Management, Inc.
Advisors' Opinion:- [By Ben Levisohn]
The Energy Select Sector SPDR ETF (XLE) has gained 1.5% to $82.34 today, by far the best performance of any sector in the S&P 500. It’s lost 0.1% in August, but that too counts as a victory when every other sector has lost between the Materials Select Sector SPDR ETF’s (XLB) 0.2% loss and the Consumer Staples Select Sector SPDR’s (XLP) 5% drop. The S&P 500 has fallen 2.9%.
- [By Chris Ciovacco]
We can learn much about the market's conviction during an advance by scanning the sector leadership lists. If Wednesday's pop in stocks was led by defensive consumer staples (XLP), utilities (XLU) and healthcare (XLV), it would have cast serious doubt on the sustainability of the rally. That is not what we saw. The sectors providing leadership after the debt deal was announced were economically sensitive energy (XLE) and financials (XLF). Some big-name investors have mentioned valuations as a driver of interest in energy stocks. From Forbes:
- [By Chris Ciovacco]
The damage from Wednesday's session did little to disturb the market's longer-term risk tolerance profile, which is easy to understand when you consider the S&P 500 is still up 3 points for the week. However, we have seen some emerging cracks over the past two weeks. Demand for bonds has not surpassed stocks, but there is evidence of an attempt to mount a more formidable charge relative to stocks. Recent interest in defensive consumer staples (XLP) also tells us to keep an open mind about a "give back" after the S&P 500 gained 129 points from the October 9 low to the recent high. The observable evidence in the table above aligns with a growth-oriented allocation, including exposure to broad U.S. stock market (VTI), emerging markets (EEM), foreign stocks (EFA), and technology (QQQ).
- [By Chris Versace, Editor, PowerTrend Brief and PowerTrend Profits]
That, to me, says they're going to favor inelastic goods over elastic ones, so when you think of the things that we need each and every day, toilet paper, toothpaste, deodorant, shampoo, household cleansers, that sort of thing, that's what brings me into (XLP) and (VDC).
Top 10 Long Term Stocks To Watch For 2014: United Continental Holdings Inc.(UAL)
United Continental Holdings, Inc., through its subsidiaries, engages in the provision of passenger and cargo air transportation services. As of February 24, 2011, it operated a total of approximately 5,675 flights a day to 372 airports on 6 continents from their hubs in Chicago, Cleveland, Denver, Guam, Houston, Los Angeles, New York, San Francisco, and Tokyo, as well as in Washington, D.C. The company was formerly known as UAL Corporation and changed its name to United Continental Holdings, Inc. on October 1, 2010. United Continental Holdings, Inc. was founded in 1934 and is headquartered in Chicago, Illinois.
Advisors' Opinion:- [By Eric Volkman]
For United (NYSE: UAL ) , May wasn't exactly a month for the record books. The company released its metrics for the month on Monday, and they were generally down on a year-over-year basis.
- [By Ben Levisohn]
American Airlines (AAL) has surged 35% this year. Alaska Air (ALK) is up 23%. Southwest Airlines (LUV) has risen 21%. Delta Air Lines (DAL) has advanced 18%. And United Continental (UAL) has gained a measly 9%. Can they keep flying high?
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