Sunday, August 24, 2014

Best Consumer Companies To Buy Right Now

Everyone is familiar with�the Tupperware brand from�consumer products stock Tupperware Brands Corporation (NYSE: TUP) and you are probably familiar with the brands�of mid cap stock Jarden Corp (NYSE: JAH) along with small cap stocks Libbey Inc (NYSEMKT: LBY) and Lifetime Brands Inc (NASDAQ: LCUT); but what about the stocks themselves? Chances are, their brands or products are right under your nose at home and you probably don�� know anything about the mid cap or small cap stock behind them.

What You Need to Know About JAH, LBY & LCUT

Here is what investors should know about these three overlooked consumer stocks:

Jarden Corp. With a diverse portfolio of innovative products, over 120 iconic market-leading brands and a global presence, mid cap Jarden Corp operates in three primary business segments: Branded Consumables, Consumer Solutions and Outdoor Solutions. Jarden Corp�� brands include�many�that are�over 100 years old including Coleman庐, Rawlings庐, Ball庐, Bicycle庐, Diamond庐, Worth庐, Pflueger庐, and Madshus庐, as well as other recognized brands such as Mr. Coffee庐, First Alert庐, Oster庐, Sunbeam庐 and�Shakespeare庐. Just yesterday, Jarden Corp announced the acquisition of privately held Yankee Candle Co Inc, the largest scented candle company in the United States,�for $1.75 billion after private equity owner Madison Dearborn Partners LLC failed to sell it for a higher price earlier this year (they wanted $2 billion for it). Analysts say the deal will boost Jarden Corp�� branded consumables division while investors gave the deal a vote of confidence as share rose more than 10%. Otherwise and back in July, Jarden Corp�� reported a�5% revenue rise�to $1.76 billion�and a net income fall of 8% to $76.4 million due to one time charges. On Tuesday, Jarden Corp rose 10.43% to $47.43 (JAH has a 52 week trading range of $31.94 to $49.28 a share) for a market cap of $5.34 billion plus the stock is up 41.3% since the start of the year, up 47.2% over the past year and up 177.2% over the past five years.

Top Income Stocks To Own For 2015: Anheuser-Busch InBev (BUD)

Anheuser-Busch InBev SA/NV, incorporated on August 2, 1977, is a brewing company. The Company produces, markets, distributes and sells a balanced portfolio of approximately 200 beer brands. These include global flagship brands Budweiser, Stella Artois and Beck��; multi-country brands, such as Leffe and Hoegaarden, and many local champions, such as Bud Light, Skol, Brahma, Quilmes, Michelob, Harbin, Sedrin, Klinskoye, Sibirskaya Korona, Chernigivske and Jupiler. The Company also produces and distributes soft drinks, particularly in Latin America. The Company operates in seven segments: North America, Latin America North, Latin America South, Western Europe, Central & Eastern Europe, Asia Pacific and Global Export & Holding Companies. On October 20, 2010, Companhia de Bebidas das Americas-AmBev (AmBev) and Cerveceria Regional S.A. closed a transaction pursuant, to which they combined their businesses in Venezuela, with Regional owning an 85% interest and AmBev owning the remaining 15% in the new company. On February 28, 2011, the Company closed a transaction with Dalian Daxue Group Co., Ltd and Kirin (China) Investment Co., Ltd to acquire a 100% equity interest in Liaoning Dalian Daxue Brewery Co., Ltd. The Company�� beer portfolio is divided into global, multi-country and local brands. Beer can be differentiated into the categories, such as premium brands; mainstream or core brands, and value, discount or sub-premium brands. The Company also has a presence in the soft drink market in Latin America through its subsidiary AmBev and in the United States through Anheuser-Busch Companies, Inc. (Anheuser-Busch). Soft drinks include both carbonated soft and non-carbonated soft drinks. Its soft drinks business includes both its own production and agreements with PepsiCo related to bottling and distribution. The brands that are distributed under these agreements are Pepsi, 7UP and Gatorade. AmBev has long-term agreements with PepsiCo whereby AmBev has the exclusive right to bottle, sell and distribute certain brands of PepsiCo�� portfolio of carbonated soft drinks in Brazil. In the United States, Anheuser-Busch also produces non-alcoholic malt beverage products, including O��oul�� and O��oul�� Amber, energy drinks and related products. In the United States, its indirect subsidiary, Metal Container Corporation, manufactures beverage cans at eight plants and beverage can lids at three plants for sale to its Anheuser-Busch beer operations and United States soft drink customers. Anheuser-Busch also owns a recycling business, which buys and sells used beverage containers and recycles aluminum and plastic containers; a manufacturer of crown liner materials for sale to its North American beer operations, and a glass manufacturing plant which manufactures glass bottles for use by its North American beer operations. Advisors' Opinion:
  • [By Laura Brodbeck]

    Thursday

    Earnings Expected From: Exxon Mobil Corporation (NYSE: XOM), McKesson Corporation (NYSE: MCK), ConocoPhillips (NYSE: COP), Anheuser-Busch Inbev SA (NYSE: BUD), DIRECTV (NASDAQ: DTV), AstraZeneca PLC (NYSE: AZN) Economic Releases Expected: Japanese manufacturing PMI, eurozone CPI, Spanish current account, eurozone unemployment rate, Italian CPI, French PPI, German retail sales

    Friday

  • [By Rex Moore]

    The craft brewing industry saw 15% volume growth in 2012, while the big guys -- led by Anheuser-Busch InBev (NYSE: BUD  ) , SABMiller, and Molson Coors (NYSE: TAP  ) -- are watching their megabrands lose market share.

Best Consumer Companies To Buy Right Now: Elecsys Corporation(ESYS)

Elecsys Corporation provides data acquisition systems, machine to machine (M2M) communication technology solutions, and custom electronic equipment for critical industrial applications in the United States and internationally. The company designs and manufactures wireless remote monitoring and telemetry solutions to the energy infrastructure sector, as well as other industrial markets under the Pipeline Watchdog and NTG brand names. It also provides process monitoring, data communication, and cyber security solutions under the SensorCast, Director, and zONeGUARD brand names; smart asset tagging solutions based on radio frequency identification (RFID) technologies, which include custom tags, readers, and software under the brand name of eXtremeTAG; custom electronic design and manufacturing services (EDMS) under the DCI brand name; and ultra-rugged handheld computing solutions, as well as handheld computers, printers, peripherals, and application software under the brand na me of Radix. In addition, the company designs, manufactures, and tests a range of electronic assemblies, including circuit boards, high-frequency electronic modules, microelectronic assemblies, and turn-key products; and provides liquid crystal displays (LCDs) devices and modules, and hardware and software design services to its original equipment manufacturers (OEMs) partners, as well as offers integrated data collection and reporting solutions. It primarily serves energy infrastructure, safety and security systems, industrial controls, irrigation and water management, transportation, military, and aerospace markets. Elecsys Corporation was founded in 1991 and is headquartered in Olathe, Kansas.

Advisors' Opinion:
  • [By John Udovich]

    Small cap machine-to-machine (M2M) stock Elecsys Corp (NASDAQ: ESYS) jumped 8.99% yesterday and is up 254% over the past year, meaning it might be time to take a closer look at the stock and its performance verses other small cap M2M stocks like Digi International Inc (NASDAQ: DGII), Numerex Corp (NASDAQ: NMRX) and Sierra Wireless, Inc (NASDAQ: SWIR). First of all though, I should mention that machine-to-machine (M2M) broadly refers to technologies that allow both wireless and wired systems to communicate with other devices of the same type and this can be through any type of technology ranging from instruments to networks to applications that create connections between devices.

Best Consumer Companies To Buy Right Now: Campbell Soup Co (CPB)

Campbell Soup Company (Campbell), incorporated on November 23, 1922, together with its subsidiaries, is a manufacturer and marketer of branded convenience food products. The Company operates in five segments: U.S. Simple Meals; Global Baking and Snacking; International Simple Meals and Beverages; U.S. Beverages; and North America Foodservice. In June 2012, the Company purchased 1300 Admiral Wilson Boulevard in Camden. On August 6, 2012, the Company completed the acquisition of BF Bolthouse Holdco LLC (Bolthouse Farms). In September 2012, Vilmorin & Cie SA acquired the tomato and pepper breeding and sales business of the Company. In June 2013, Campbell Soup Co completed the acquisition of Plum Organics. In August 2013, Campbell Soup Company completed the acquisition of Kelsen Group A/S.

In the United States, Canada and Latin America, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores, drug stores, dollar stores and other retail, commercial and non-commercial establishments. In Europe, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores and other retail, commercial and non-commercial establishments. In the Asia Pacific region, the Company�� products are resold to consumers through retail food chains, convenience stores and other retail, commercial and non-commercial establishments.

U.S. Simple Meals

The U.S. Simple Meals segment aggregates the operating segments: U.S. Soup and U.S. Sauces. The U.S. Soup retail business includes the products, such as Campbell�� condensed and ready-to-serve soups, and Swanson broth and stocks. The U.S. Sauces retail business includes Pregopasta sauces, Pace Mexican sauces, Campbell�� canned gravies, pasta, and beans, and Swanson canned poultry.

Global Baking and Snacking

The Global Baking and Snacking segment include Pepperi! dge Farm cookies, crackers, bakery and frozen products in the United States retail. It also includes Arnott�� biscuits in Australia and Asia Pacific.

International Simple Meals and Beverages

The International Simple Meals and Beverages segment aggregates the simple meals and beverages operating segments outside of the United States, including Europe, the retail business in Canada, and the businesses in Asia Pacific, Latin America and China. The segment�� operations include Erasco and Heisse Tasse soups in Germany,Liebig and Royco soups in France, Devos Lemmens mayonnaise and cold sauces and Campbell�� and Royco soups in Belgium, and Bla Band soups and sauces in Sweden. In Canada, operations include Habitant and Campbell�� soups, Prego pasta sauces, Pace Mexican sauces, V8 juices and beverages and certain Pepperidge Farm products. In Asia Pacific, operations include Campbell�� soup and stock, Kimball sauces, V8 juices and beverages, Prego pasta sauce and Swanson broths.

U.S. Beverages

The U.S. Beverages segment represents the United States retail beverages business, including V8 juices and beverages, and Campbell�� tomato juice.

North America Foodservice

The North America Foodservice segment represents the distribution of products, such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through food service channels in the United States and Canada.

Advisors' Opinion:
  • [By Caroline Bennett]

    Campbell Soup (NYSE: CPB  ) has completed its acquisition of premium organic baby food provider Plum Organics. The company intends to operate Plum as a standalone business within Campbell's North American division. The acquisition will retain the baby food company's original management team, which includes its president and co-founder, Neil Grimmer.

  • [By Johanna Bennett]

    And Campbell Soup (CPB), however, fell 1.3% to $38.87 after Goldman Sachs cut�the stock�to a Neutral from a Buy, saying it was wrong in its prior assumption that the soup maker was on a path back to sustainable peer group average performance.

  • [By Rick Munarriz]

    Kraft Foods (NASDAQ: KRFT  ) and Campbell Soup (NYSE: CPB  ) are the other two buyers that make sense. They already have working relationships with SodaStream.

Best Consumer Companies To Buy Right Now: Paradise Inc (PARF)

Paradise, Inc., incorporated in September, 1961, conducts operations through two business segments: Candied Fruit and Molded Plastics. The Candied Fruit segment is engaged in the production of candied fruit, a basic fruitcake ingredient, sold to manufacturing bakers, institutional users, and retailers for use in home baking. Based on market conditions, it is also engaged in the processing of frozen strawberry products for sale to commercial and institutional users, such as preservers, dairies and drink manufacturers. The Molded Plastics segment is engaged in the production of plastic containers for the Company�� products and other molded plastics for sale to unaffiliated customers.

During the year ended December 31, 2011, in terms of candied fruit sales, approximately 20% were shipped to manufacturing bakers and other institutional users, with the balance being sold through supermarkets and other retail outlets for ultimate use in the home. Sales to retail outlets are usually generated through registered food brokers operating in exclusively franchised territories.

The Company�� trademarks Paradise, Dixie, Mor-Fruit and Sun-Ripe are registered with the appropriate Federal and State authorities for use on the Company�� candied fruit. During 2011, the Company derived approximately 15% of its consolidated net sales from Wal-Mart Stores, Inc.

Advisors' Opinion:
  • [By Geoff Gannon]

    What is the advantage of being a huge company? There are some. For one, we know the business is ��or was ��growable. A lot of small companies stay small because their circle of competence is small. Paradise (PARF) is an over the counter stock. It has a market cap of $10 million. And it dominates the candied fruit market in the U.S. Why isn�� the company bigger?

Best Consumer Companies To Buy Right Now: Winnebago Industries Inc.(WGO)

Winnebago Industries, Inc. manufactures and sells recreation vehicles primarily for leisure travel and outdoor recreation activities. The company offers motor homes, which are self-propelled mobile dwellings that provide living accommodations for approximately seven persons and include kitchen, dining, sleeping, and bath areas, as well as a lounge; and optional equipment accessories, such as generators, home theater systems, king-size beds, upholstery, and interior equipment. It manufactures motor homes constructed directly on medium- and heavy-duty truck chassis, which include engine and drivetrain components; and on van-type chassis onto which the motor home manufacturer constructs a living area with access to the driver's compartment under the Winnebago and Itasca brand names, as well as panel-type vans with sleeping, kitchen, and/or toilet facilities under the Era brand name. The company also produces original equipment manufacturing parts, including extruded aluminum and other component products for other manufacturers and commercial vehicles. Winnebago Industries markets its motor homes through independent dealers primarily in the United States and Canada. The company was founded in 1958 and is headquartered in Forest City, Iowa.

Advisors' Opinion:
  • [By David Sterman]

    I took a close look at all of the companies that appeared in the first part of this series, and there were some great companies in the mix. If price were no object, I'd be a huge fan of:

    Oceaneering (NYSE: OII), which is prospering form the ongoing trends toward undersea naval warfare and undersea oil drilling. Oceaneering is poised to grow at a sustained double-digit pace, which is something few other defense contractors can say. Cree (Nasdaq: CREE): LED lighting is a revolutionary game-changer, and Cree's heavy emphasis on R&D is leading the charge towards ever-lower prices for these low-energy light sources that also have remarkable longevity compared to regular bulbs. Still, profit margin gains may be tough in a very competitive environment.  Polaris Industries (NYSE: PII): If Winnebago's (NYSE: WGO) recreational vehicles are suitable for retirees, Polaris has become the go-to name for activity-oriented vehicles. Notably, it has a revenue base that is four times larger than Winnebago as well. If S&P wants to position for future demographic trends, then Polaris is a great choice.

    I love these companies, but I don't love their stock prices, and I'd prefer to wait for some sort of pullback before singing their praises. That said, there are two investment ideas that hold great appeal on their own. If they get added to the S&P 500, then they are also set up for a timely trade.

Best Consumer Companies To Buy Right Now: Revlon Inc.(REV)

Revlon, Inc., through its subsidiaries, engages in manufacturing, marketing, and selling cosmetics, women?s hair color, beauty tools, anti-perspirant deodorants, fragrances, skincare, and other beauty care products worldwide. The company?s cosmetics include face makeup products, including foundation, powder, blush, concealers, bronzers, and finishers; lip makeup products comprising lipsticks, lip glosses, and lip liners; eye makeup products consisting of mascaras, eyeliners, eye shadows, and brow products; nail color and nail care products, such as enamels, treatments, and cuticle preparations; and face and eye makeup removers. Its beauty tools comprise nail, eye, and pedicure grooming tools, such as clippers, scissors, files, tweezers, eye lash curlers, and makeup brushes; and fragrances consist of perfumes, eau de toilettes, colognes, and body sprays. The company markets its products primarily under Revlon, Revlon ColorStay, Revlon Super Lustrous, Revlon Age Defying, A lmay Intense i-Color, Almay Smart Shade, Revlon ColorSilk, Mitchum, Charlie, Jean Nate, Ultima II, and Gatineau names. Revlon, Inc. sells its products through sales representatives and independent distributors to mass volume retailers, chain drug stores, chemist shops, hypermarkets, general merchandise stores, department stores; other specialty stores, such as perfumeries; and to the United States military exchanges and commissaries. It also licenses its brand names to third parties for the manufacture and sale of beauty-related products and accessories. The company was founded in 1932 and is based in New York, New York. Revlon, Inc. is a subsidiary of MacAndrews & Forbes Holdings Inc.

Advisors' Opinion:
  • [By Eric Volkman]

    Revlon (NYSE: REV  ) will need to have a serious discussion with its headhunters. The company revealed in an SEC filing that Executive Vice President and CFO Steven Berns has tendered his resignation. He has done so in order to take up the same positions at privately held media conglomerate Tribune Company.�

  • [By Vinay Singh]

    Compared to other players like Estee Lauder (EL) and Revlon (REV), Elizabeth Arden definitely lags behind. Elizabeth Arden has been unable to outpace its peers as the chart below indicates:

No comments:

Post a Comment