Friday, August 29, 2014

Hot Building Product Stocks For 2015

Quanex Building Products (NYSE: NX  ) reported earnings on June 7. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended April 30 (Q2), Quanex Building Products beat expectations on revenues and missed expectations on earnings per share.

Compared to the prior-year quarter, revenue grew significantly. GAAP loss per share dropped.

Margins increased across the board.

Revenue details
Quanex Building Products reported revenue of $232.5 million. The seven analysts polled by S&P Capital IQ expected revenue of $224.8 million on the same basis. GAAP reported sales were 20% higher than the prior-year quarter's $194.4 million.

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

EPS details
EPS came in at -$0.20. The eight earnings estimates compiled by S&P Capital IQ predicted -$0.08 per share. GAAP EPS were -$0.20 for Q2 against -$0.34 per share for the prior-year quarter.

Hot Building Product Stocks For 2015: Cutera Inc. (CUTR)

Cutera, Inc., a medical device company, engages in the research, design, development, manufacture, marketing, sale, and service of laser and other energy based aesthetics systems for practitioners worldwide. The company offers a range of non-invasive laser and intense pulsed light products for use in the treatment of cosmetic vascular conditions, hair removal, vascular lesions, skin rejuvenation, onychomycosis or toenail fungus, pigmented lesions, laser skin toning, tattoo removal, cutaneous lesions, fine wrinkles, diffuse redness, rosacea, skin texture, and pore size, as well as for non-invasive body contouring applications. It primarily serves plastic surgeons, dermatologists, gynecologists, primary care physicians, family practitioners, physicians offering aesthetic treatments in non-medical offices, podiatrists, and other qualified practitioners. The company sells and markets its products through its direct sales force and distributors, as well as sells hand piece refi lls through the Internet. Cutera, Inc. was founded in 1998 and is headquartered in Brisbane, California.

Advisors' Opinion:
  • [By John Udovich]

    Large cap serial acquirer�Valeant Pharmaceuticals International Inc (NYSE: VRX) is teaming up with activist investor�Bill Ackman to pursue large cap Botox maker Allergan, Inc (NYSE: AGN), but stocks like Cutera, Inc (NASDAQ: CUTR), Cynosure, Inc (NASDAQ: CYNO), PhotoMedex Inc (NASDAQ: PHMD) and Syneron Medical Ltd (NASDAQ: ELOS)�actually offer investors more exposure to the growing anti aging and aesthetics market (Note: See my recent article: These Small Caps Seek to Treat Your Crow�� Feet and Double Chin (RVNC & KYTH)). To begin with, Valeant Pharmaceuticals International has a wide focus on neurology, dermatology and infectious diseases�but acquiring the maker of Botox won�� be its first foray into the aesthetic market�because earlier this year, the company completed its acquisition of Solta Medical Inc (NASDAQ: SLTM) -�a designer, developer, manufacturer and marketer of�energy-based medical device systems for aesthetic applications.�And while�Allergan, Inc may be most well known for Botox, its actually a pretty big�company focused on a diverse range of areas, including ophthalmic pharmaceuticals, dermatology, neuroscience, urology and cosmetics���meaning the following stocks offer investors better exposure to the aesthetics market:

Hot Building Product Stocks For 2015: iShares MSCI Germany ETF (EWG)

iShares MSCI Germany Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the German market, as measured by the MSCI Germany Index (the Index). The Index seeks to measure the performance of the German equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.

The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Mark Salzinger]

    iShares MSCI Germany (EWG) and iShares MSCI Switzerland (EWL) continue to have relatively attractive valuations.

    EWG recently sported an average price/earnings (P/E) ratio on 2013's projected earnings of 12.6 and a price/book value (P/B) of just 1.4.

  • [By Tom Aspray]

    A few weeks ago, I focused on some of the euro countries' debt levels, as well as the improvement in some of their manufacturing data. Their stock markets have continued to rally sharply as the iShares MSCI France (EWQ) is up over 13% since early July and is doing just slightly better than Germany (EWG).

Top 5 Safest Companies To Own In Right Now: Addus HomeCare Corporation(ADUS)

Addus HomeCare Corporation provides a range of social and medical services to individuals in the home. The company serves individuals with special needs who are at risk of hospitalization or institutionalization, such as the elderly, chronically ill, and disabled. It offers various health services that include personal care and assistance with activities of daily living, skilled nursing and rehabilitative therapies, and adult day care. The company?s Home and Community Services division offers assistance with bathing, grooming, dressing, personal hygiene and medication reminders, and other activities of daily living on a long-term, continuous basis, with an average duration of 20 months per consumer. Its Home Health Services division comprises physical, occupational, and speech therapy, as well as skilled nursing services, which are offered on a short-term, intermittent, or episodic basis to individuals recovering from an acute medical condition, with an average length of care of 80 days. The company?s payor clients include federal, state, and local government programs, such as Medicaid funded programs and Medicaid waiver programs; other state agencies and Medicare; and the Veterans Health Administration, commercial insurers, and private duty consumers. The company was formerly known as Addus Holding Corporation and changed its name to Addus HomeCare Corporation in September, 2006. Addus HomeCare Corporation was incorporated in 2006 and is headquartered in Palatine, Illinois.

Advisors' Opinion:
  • [By Monica Gerson]

    Addus HomeCare (NASDAQ: ADUS) is projected to post its Q4 earnings at $0.25 per share on revenue of $68.07 million.

    magicJack VocalTec (NASDAQ: CALL) is expected to post its Q4 earnings at $0.41 per share on revenue of $35.93 million.

Hot Building Product Stocks For 2015: Carrefour SA (CRERF)

Carrefour SA is a France-based company that is primarily engaged in retail distribution sector. The Company operates a network of hypermarkets, supermarkets, hard discount stores, convenience stores and cash-and-carry outlets and offers e-commerce services. The Company's hypermarkets named Carrefour offer a range of food and non-food products. Carrefour SA�� hypermarkets, supermarkets and convenience stores are operating under the Carrefour city, Carrefour contact, Carrefour express, 8aHuit, Shopi, Marche Plus, Proxi banners and cash & carry stores are operating under the Promocash banner, which primarily offer food, clothing and household goods, among others. The Company operates in mainland France and French overseas territories, as well as in Europe, Asia, Latin America, North Africa and the Middle East through a network of consolidated and franchised stores, and stores that Carrefour SA runs with partner companies. In January 2014, it acquired 129 convenience stores. Advisors' Opinion:
  • [By Sophia Yan]

    Carrefour (CRERF) has also shuttered many stores, and is reported to be exploring a sale of its China and Taiwan businesses.

    Hypermarkets -- big box stores that combine supermarkets and department stores -- first opened up in China's largest cities over a decade ago. And it's no wonder companies such as Wal-Mart have been keen to get a slice of the market.

Hot Building Product Stocks For 2015: Mostostroy No6 OAO (MSTF)

Mostostroy No6 OAO (Mostostroitel��yi trest No 6 OAO or Bridge Construction Trust N 6 OJSC) is a Russia-based company engaged in the construction industry. Its services portfolio includes the design, construction, reconstruction and renovation of bridges, railways, highways, tunnels and subways, nuclear and thermal power stations, residential and industrial facilities, among others. Mostostroitel��yi trest No 6 OAO provides its services mainly to companies engaged in the transportation, hydraulic engineering, industrial, civil and nuclear construction sectors and its customers include ROSATOM and Russian Railways, among others. The Company operates through 10 branches, as well as two representative offices, located in Moscow and Sochi. In addition, it has five wholly owned subsidiaries. As of March 4, 2011, the Company�� major shareholder was Malakhit OOO with a stake of 19.85%. Advisors' Opinion:
  • [By Tom Taulli]

    But again, the most glaring red flag is the valuation of GOOG stock. Shares of Google stock are currently trading at a P/E ratio of 30, which is certainly rich. Consider that�Apple (AAPL) and �Microsoft (MSTF) sport multiples of only about 14. These companies also have decent dividend yields.

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