This week, the ratings of five internet and web service stocks on Portfolio Grader are down. Each of these rates a “D” (“sell”) or “F” overall (“strong sell”).
10 Best Construction Material Stocks To Invest In 2015: Yahoo! Inc.(YHOO)
Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.
Advisors' Opinion:- [By Wallace Witkowski]
Other notable earnings fall toward the tech end of the spectrum with reports from Yahoo Inc. (YHOO) , Intel Corp. (INTC) , International Business Machines Corp. (IBM) , eBay Inc. (EBAY) and Google Inc. (GOOG) .
- [By Mani]
Yahoo! Inc. (NASDAQ: YHOO) is expected to report its third quarter financial results on�Oct.15. The company would discuss the results for the third quarter via live stream video on the same day at at�2:00 p.m.�Pacific/5:00 p.m.�Eastern Time.
- [By Michael Lewis]
Bloomberg via Getty Images William 'Bill' Ackman founder and CEO of Pershing Square Capital Management (left) Daniel Loeb, founder and CEO of Third Point: Two activist investors taking big positions in large public companies and demand even bigger changes. Is activist investing a force for good when it comes to shareholders? Recent events, namely the Bill Ackman-J.C. Penney (JCP) debacle, have left investors and analysts tired of the outspoken hedge-funders of the world. There are, of course, plenty of activists whose actions have enhanced not just their funds' portfolios, but those of passive, minority shareholders. They've forced companies to make positive changes -- to restructure, elect new board members, and get back on track toward healthier operations. Then again, others end up like J.C. Penney -- a seemingly lost business, rich with legacy yet left crippled by boardroom drama. That leaves us -- the average consumers and investors -- with a pressing question: Are these megaphoned power players trying to effect change that will benefit all, the company included? Or are they just after results that will juice their own returns? The Age of Activism While many activist investors consider themselves to be molded in the image of a certain Omaha-based super-investor, many of today's hedge fund superstars have taken a very different approach to the craft of identifying mispriced securities. Like the old guard -- raiders like Carl Icahn and Nelson Peltz -- young guns such as Daniel Loeb and Bill Ackman take substantial positions in large public companies and demand change in an approach that is about as far from Warren Buffett's investor behavior as one can get. Their style can be best described as personality-driven activism. The practice is on the rise, too. According to FactSet, 2012 saw 21 activist campaigns in companies with market caps larger than $1 billion. In 2010, the number was 11. In 2003, there were four. While some passive shareholders may
Top 10 Internet Companies To Watch For 2014: eBay Inc.(EBAY)
eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.
Advisors' Opinion:- [By Chris Mydlo] 48.56 on 6/12/2014, near its 52-week low of $48.06. The company provides online platforms, tools, and services to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. The company is facing stiff competition from Amazon and recent news stories indicate that Amazon and Apple will soon be competitors of their PayPal service. Activist investor, Carl Icahn (Trades, Portfolio), recently took a large stake in the company to help bring some life back into the stock. He was fighting for a spinoff of PayPal, and had a discussion with the CEO. After they met, Icahn backed off of his request, and is on board with the company�� plans. It is currently held by 35 of the gurus we follow.
Market Cap: 61.54 billion, P/E: N/A
Business Predictability: 4/5, Financial Strength: 8/10, Profitability & Growth: 8/10
Coach Inc. (COH) closed at $38.67 on 6/12/2014, near its 52-week low of $38.56. The company is one of the most recognizable fine accessories brands in the United States and in targeted international markets. They are known for the fashionable handbags and accessories that use high quality leathers, fabrics, and materials. The stock is trading at a low P/E of 11.70, but their most recent quarter saw a 6 percent drop in revenue and nearly a 20 percent decline in earnings per share. It is a bargain if the company can get back on track with increasing earnings. To justify its current price, earnings need to grow at an annual rate of 5.01 percent. The stock is held by 22 of the gurus we follow.
Market Cap: 10.60 billion, P/E: 11.70
Business Predictability: 3.5/5, Financial Strength: 7/10, Profitability & Growth: 8/10
Staples Inc. (SPLS) closed at $11.10 on 6/12/2014, near its 52-week low of $10.86. It pioneered the office products superstore in 1986 and currently serves businesses of all sizes and consumers in North America, Europe, Australia, South
Top 10 Internet Companies To Watch For 2014: Symantec Corporation(SYMC)
Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of Symantec (NASDAQ: SYMC) were down 13.42 percent to $18.10 after the company fired President and Chief Executive Steve Bennett and appointed director Michael Brown as interim president and CEO. UBS downgraded the stock from Buy to Neutral and lowered the price target from $27.00 to $21.00. - [By Paul Ausick]
Symantec Inc. (NASDAQ: SYMC) reported second fiscal quarter 2014 results after markets closed on Wednesday. For the quarter, the network security software maker posted adjusted diluted earnings per share (EPS) of $0.50 on revenues of $1.64 billion. In the same period a year ago, the company reported EPS of $0.45 on revenues of $1.7 billion. Second-quarter results compare to the Thomson Reuters consensus estimates for EPS of $0.44 and $1.69 billion in revenues.
- [By Michael Flannelly]
Nomura Securities analysts initiated coverage on Symantec Corporation (SYMC) early on Wednesday, giving the stock a “Neutral” rating because its upside is already priced into its current valuation.
The analysts see shares of SYMC reaching $29, which suggests a 14.6% upside to the stock’s Tuesday closing price of $25.30.
Nomura Securities analyst Frederick Grieb commented, “In the early innings of a classic turnaround story, but upside largely priced In. We initiate coverage of Symantec (SYMC) with a Neutral rating and a 12-month target price of $29. Symantec is a leading vender in the security and storage markets, but has struggled to grow market share post its 2005 acquisition of VERITAS. The company has faced competitive pressures in its core markets, with ‘freemium’ antivirus software pressuring the consumer business, while the storage business has been challenged by enterprise migration to Windows and Linux from Solaris and UNIX. Despite these headwinds, we are launching coverage of Symantec with a Neutral rating, as we believe management will be able to improve the business by increasing margins (perhaps to +33%) and longer-term organic growth through a combination of simplifying management structures and a better strategy to incentivize the sales force. However, given the stock�� 33% increase YTD, due in part to multiple expansion (P/E up 18% YTD), we believe much of the upside from this turnaround is already baked in. FY14E EPS starts at $1.2; FY15E EPS starts at $2.18.”
Symantec Corp shares were inactive during pre-market trading on Wednesday. The stock is up 34.43% year-to-date.
Top 10 Internet Companies To Watch For 2014: Google Inc.(GOOG)
Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Esekla]
Consider that situation together with the fact that next earnings report, due in early August, will include increased licensing revenue and be the first to fully account for supplying the new screen, and we just may have the catalyst we need. There are multiple other squeeze-triggering opportunities on the horizon as well, including:
Adoption by Apple (AAPL)Use in new classes of devices like Google (GOOG) GlassThe shift of televisions to OLEDGrowing & diversifying of the revenue stream due to expanding productionA killer application using flexible displays.Put it all together, and you have probably the most compelling reward to risk ratio of any stock mentioned here, though developments still will need to be monitored carefully.
Top 10 Internet Companies To Watch For 2014: Amazon.com Inc.(AMZN)
Amazon.com, Inc. operates as an online retailer in North America and internationally. It operates retail Web sites, including amazon.com and amazon.ca. The company serves consumers through its retail Web sites and focuses on selection, price, and convenience. It also offers programs that enable sellers to sell their products on its Web sites, and their own branded Web sites. In addition, the company serves developer customers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable virtually various type of business. Further, it manufactures and sells the Kindle e-reader. Additionally, the company provides fulfillment; miscellaneous marketing and promotional agreements, such as online advertising; and co-branded credit cards. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.
Advisors' Opinion:- [By WWW.DAILYFINANCE.COM]
www.amazon.com Netflix (NFLX) is running away with the video streaming market. A report by Internet traffic researcher Sandvine shows that Netflix is responsible for 34.2 percent of the information superhighway's peak downstream traffic. We're not talking about more than a third of the video streaming market. We're talking about more than a third of all of the Web's downstream traffic. The only company that's even close is Amazon.com (AMZN). Amazon's Prime Instant -- the video catalog of movies and TV shows that the leading online retailer makes available to its Amazon Prime customers at no additional cost -- is slurping up 1.9 percent of the peak downstream usage. Amazon added potentially game-changing content this week. And let's not forget about the potential of its new Fire TV. Content is King On Wednesday it added content from Time Warner's (TWX) HBO -- entire runs of classic shows including "The Sopranos," "The Wire" and "Six Feet Under," alongside older episodes of current shows, including "Girls" and "Boardwalk Empire." This is a big score for Amazon, especially since HBO is unlikely to ever let Netflix get its hands on this content. HBO sees Netflix as the enemy. A lot of cable titans do. Striking content licensing deals with Netflix makes it stronger, increasing the chances of subscribers canceling their cable or satellite television plans. This could explain why Viacom (VIA) went with Amazon as a streaming outlet for some of its Nickelodeon and Comedy Central content after its deal with Netflix expired. Making Amazon's content stronger makes it less likely that a single video platform will replace pay TV subscriptions. Netflix has scored critical praise for "House of Cards" and "Orange Is the New Black," and Amazon is also beefing up its homegrown content. Last year's debut of "Alpha Dogs" and "Betas" were its first forays, but they failed to generate the buzz that Netflix has built for its exclusive programming. Now Amazon is setting its sigh
Top 10 Internet Companies To Watch For 2014: IAC/InterActiveCorp (IACI)
IAC/InterActiveCorp engages in the Internet business in the United States and internationally. The company�s Search segment develops, markets, and distributes various downloadable toolbars; provides search, reference, and content services through its destination search and other Websites, including Ask.com and Dictionary.com; and aggregates and integrates local advertising and content for distribution to publishers on Web and mobile platforms, as well as markets and distributes mobile applications through which it provides search and additional services. Its Match segment offers subscription-based and advertiser-supported online personals services through its Websites comprising Match.com, Chemistry.com, OurTime.com, BlackPeopleMeet.com, and OkCupid.com, as well as through mobile applications and Meetic-branded Websites. The company�s ServiceMagic segment offers Market Match service that matches consumers with service professionals; Exact Match service, which enables con sumers to review service professional profiles and select the service professional that meets their specific needs; and 1800Contractor.com, an online directory of service professionals. This segment also offers Website design and hosting services. Its Media and Other segment operates CollegeHumor.com, an online entertainment Website that targets young males; Vimeo, a Website on which users can upload, share, and view video; and Pronto.com, a comparison search engine. This segment also engages in the creation of video content for various distribution platforms; and operates as an Internet retailer of footwear and related apparel and accessories, as well as focuses on multimedia business. The company was formerly known as InterActiveCorp and changed its name to IAC/InterActiveCorp in July 2004. IAC/InterActiveCorp was founded in 1986 and is headquartered in New York, New York.
Advisors' Opinion:- [By Mani]
IAC InterActive Corp. (NASDAQ:IACI) should see improved margins and revenue from its Match business as subscriber growth could be boosted by favorable secular trends and new monetizing opportunities.
- [By Lawrence Meyers]
Rather than pick the obvious candidates, I also like to look for great stocks to buy that might not be on most investors��radar. Here are three such stocks to buy:
InterActiveCorp (IACI)InterActiveCorp (IACI) is Barry Diller�� conglomerate of internet companies, not terribly different from John Malone�� Liberty Interactive (LINTA). The strategy for IACI stock has been to wait for a leader in a given sector to emerge and then buy it up, or at least a portion of it. These businesses either have a history of generating lots of cash flow, or have the potential to do so.
- [By Rex Crum]
Additionally, Devitt initiated coverage of IAC/InterActive Corp. (IACI) �with an equal weight rating and best-case stock price scenario of $67 a share.
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