For many investors, May is value investing month. It's when the cheapskates come together to celebrate all things Warren Buffett and Charlie Munger at the Berkshire Hathaway annual meeting in Omaha.
And yet history shows that sometimes the best value stocks are expensive at purchase. That's certainly been true of Apple (NASDAQ: AAPL ) in years past and Amazon.com (NASDAQ: AMZN ) for, well, ever. Both stocks have shown investors generous returns despite having traded for more than 100 times earnings at various points in their history, says Tim Beyers of�Motley Fool Rule Breakers and�Motley Fool Supernova in the following video.
Don't obsess over strict value investing principles. Instead, follow Buffett's own advice to avoid spending time valuing declining businesses. Look for rich opportunities led by healthy, growing enterprises such as Apple and Netflix (NASDAQ: NFLX ) , which Tim says are his top two holdings.
Do you adhere to strict value investing principles? Please watch the video to get Tim's full take, and then talk about your top two holdings in the comments box below.
Hot Tech Companies To Own For 2016: Rent-A-Center Inc.(RCII)
Rent-A-Center, Inc., together with its subsidiaries, primarily engages in leasing household durable goods to customers on a rent-to-own basis. The company?s stores offer durable products, such as consumer electronics, appliances, computers, and furniture and accessories under flexible rental purchase agreements that allow the customer to obtain ownership of the merchandise at the conclusion of an agreed upon rental period. It also provides merchandise on an installment sales basis in its stores. As of December 31, 2010, the company operated 3,008 company-owned stores in the United States, and in Canada, Puerto Rico, and Mexico, including 42 retail installment sales stores under the names ?Get It Now? and ?Home Choice?; and 18 rent-to-own stores located in Canada under the ?Rent-A-Centre? name. It also operates 209 franchised rent-to-own stores in 32 states under the ColorTyme trade name; and 384 kiosk locations under the ?RAC Acceptance? model. In addition, the company, th rough its ColorTyme?s franchised stores, offers custom rims and tires for sale or rental under the trade names ?RimTyme? or ?ColorTyme Custom Wheels?. Rent-A-Center, Inc. was founded in 1986 and is headquartered in Plano, Texas.
Advisors' Opinion:- [By Garrett Cook]
Rent-A-Center (NASDAQ: RCII) shares tumbled 11.08 percent to $25.83 after the company issued a downbeat guidance for the second quarter. The company expected adjusted earnings of $0.36 to $0.38 per share on revenue of around $773 million.
Top Cheap Stocks To Invest In Right Now: Global Payments Inc.(GPN)
Global Payments Inc. provides electronic transaction processing services for merchants, independent sales organizations (ISO), financial institutions, government agencies, and multi-national corporations located in the United States, Canada, Europe, and the Asia-Pacific region. It offers a comprehensive line of processing solutions for credit and debit cards; business-to-business purchasing cards; gift cards; and electronic check conversion and check guarantee, verification, and recovery, including electronic check services, as well as terminal management. The company also offers proprietary software products to establish revolving check cashing limits for the casinos? customers in the gaming industry. In addition, it sells, installs, and services automated teller machine and point of sale terminals; and provides card issuing services, including card management and card personalization. The company markets its products directly, as well as through ISOs, retail outlets, tra de associations, alliance bank relationships, and financial institutions. Global Payments Inc. has a joint venture with La Caixa Group to provide merchant acquiring services to merchants in Spain. Global Payments Inc. was founded in 2001 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By Monica Gerson]
Global Payments (NYSE: GPN) reported upbeat fiscal first-quarter results and raised its annual forecast. Global Payments named Jeffrey S. Sloan as its new chief executive and announced its plans to buy back up to $100 million of its common stock. Global Payments shares surged 6.80% to $54.15 in the after-hours trading session.
- [By Laura Brodbeck]
Thursday
Earnings Expected From: Global Payents Inc. (NYSE: GPN), Micron Technology, Inc. (NASDAQ: MU), Synnex Corporation (NYSE: SNX) Economic Releases Expected: �US services PMI, Canadian imports and exports, US trade balance, eurozone services PMI, ECB interest rate decision, British services PMIFriday
- [By Laura Brodbeck]
Wednesday
Earnings Expected From: Uniferst (NYSE: UNF), Constellation Brands (NYSE: STZ), RPM International (NYSE: RPM), Global Payments (NYSE: GPN) Economic Releases Expected: German trade balance, German factory orders, Australian retail salesThursday
- [By Monica Gerson]
Global Payments (NYSE: GPN) is expected to post its Q1 earnings at $0.95 per share on revenue of $623.79 million.
Synergetics USA (NASDAQ: SURG) is projected to post its Q4 earnings at $0.06 per share on revenue of $17.01 million.
Top Cheap Stocks To Invest In Right Now: International Business Machines Corporation(IBM)
International Business Machines Corporation (IBM) provides information technology (IT) products and services worldwide. Its Global Technology Services segment provides IT infrastructure and business process services, including strategic outsourcing, process, integrated technology, and maintenance services, as well as technology-based support services. The company?s Global Business Services segment offers consulting and systems integration, and application management services. Its Software segment offers middleware and operating systems software, such as WebSphere software to integrate and manage business processes; information management software for database and enterprise content management, information integration, data warehousing, business analytics and intelligence, performance management, and predictive analytics; Tivoli software for identity management, data security, storage management, and datacenter automation; Lotus software for collaboration, messaging, and so cial networking; rational software to support software development for IT and embedded systems; business intelligence software, which provides querying and forecasting tools; SPSS predictive analytics software to predict outcomes and act on that insight; and operating systems software. Its Systems and Technology segment provides computing and storage solutions, including servers, disk and tape storage systems and software, point-of-sale retail systems, and microelectronics. The company?s Global Financing segment provides lease and loan financing to end users and internal clients; commercial financing to dealers and remarketers of IT products; and remanufacturing and remarketing services. It serves financial services, public, industrial, distribution, communications, and general business sectors. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. IBM was founded in 1910 and is based in Armonk, New York.
Advisors' Opinion:- [By Alex Planes]
If revenues in the company's technology segment continue to decline at mid-single-digit rates (revenue was down 1% in 2011, 8% in 2012, and 6% in 2013), services could very well account for two-thirds of total revenue by 2017, as projected. However, subpar margins could depress earnings growth for some time -- analysts anticipate EPS growth of just 1.8% this year, which will rise to 8% next year. An 8% uptick is solid, but well below the IT service sector's overall expected growth rate of 33.8%. Xerox is striving to emulate IBM's (NYSE: IBM ) successful transition from hardware to services, but it's got a long way to go to catch up to Big Blue's margins:
- [By Leo Sun]
First, Apple signed an enterprise partnership with IBM (NYSE: IBM ) in July. That deal gave Apple a foothold in enterprise, and provided IBM with a consumer-facing presence which it has lacked since selling its PC business to Lenovo in 2004. Apple and IBM will offer a jointly maintained cloud platform for mobile enterprise users, which provides Apple with custom IBM cloud apps for iOS devices, tech support, and mobile management tools. This platform could help iPads displace Chromebooks and Windows laptops in businesses. Moreover, the alliance could seriously undermine Android as a viable mobile enterprise platform.
- [By Chris Neiger]
IBM (NYSE: IBM ) just launched a $1 billion initiative to build and test Flash technology for enterprise solutions. The company said that Flash is already an integral part of consumer products, and that the technology could help companies tackle Big Data challenges.
Top Cheap Stocks To Invest In Right Now: Bank of America Corporation(BAC)
Bank of America Corporation, a financial holding company, provides banking and nonbanking financial services and products to individuals, small- and middle-market businesses, large corporations, and governments in the United States and internationally. The company?s Deposits segment generates savings accounts, money market savings accounts, certificate of deposits, and checking accounts; and Global Card Services segment provides the U.S. consumer and business card, consumer lending, international card and debit card services. Its Home Loans & Insurance segment offers consumer real estate products and services, including mortgage loans, reverse mortgages, home equity lines of credit, and home equity loans. It also provides property, disability, and credit insurance. The company?s Global Commercial Banking segment offers lending products, including commercial loans and commitment facilities, real estate lending, leasing, trade finance, short-term credit, asset-based lending, and indirect consumer loans; and capital management and treasury solutions, such as treasury management, foreign exchange, and short-term investing options. Its Global Banking & Markets segment provides financial products, advisory services, settlement, and custody services; debt and equity underwriting and distribution, merger-related advisory services, and risk management products; and integrated working capital management and treasury solutions. The company?s Global Wealth & Investment Management segment offers investment and brokerage services, estate management, financial planning services, fiduciary management, credit and banking expertise, and asset management products. Bank of America Corporation serves customers through a network of approximately 5,900 banking centers and 18,000 automated teller machines. It was formerly known as NationsBank Corporation and changed its name on October 1, 1998. Bank of America Corporation was founded in 1874 and is based in Charlott e, North Carolina.
Advisors' Opinion:- [By David Hanson]
Brian Moynihan has held the top spot at Bank of America (NYSE: BAC ) for roughly three and a half years, and the bank's share price is down roughly 20% during his reign. That sounds ugly -- but considering the stock was down a crushing 70% for the three and half years before he took over, it doesn't look so bad.
Top Cheap Stocks To Invest In Right Now: Oracle Corporation(ORCL)
Oracle Corporation, an enterprise software company, develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide. It licenses of database and middleware software, including database management software, application server software, service-oriented architecture and business process management software, data integration software, business intelligence software, identity and access management software, content management software, portals and user interaction software, development tools, and Java; and applications software comprising enterprise resource planning, customer relationship management, enterprise performance management, supply chain management, business intelligence applications, enterprise portfolio project management, Web commerce, and industry-specific applications software. The company also offers customers with rights to unspecified software product upgrades and maintenance releases; Internet access to technical content; and Internet and telephone access to technical support personnel. In addition, its hardware systems products consist of computer server and hardware-related software, including the Oracle Solaris Operating System; and storage products, such as tape, disk and networking solutions for open systems and mainframe server environments. Its hardware systems support solutions include software updates for the software components. Further, the company offers consulting solutions in business and IT strategy alignment, enterprise architecture planning and design, initial product implementation and integration, and ongoing product enhancements and upgrades; cloud services, including Oracle Cloud Services and Advanced Customer Services; and education solutions comprising instructor-led, media-based, and Internet-based training in the use of its software and hardware products. The company was founded in 1977 and is headquartered in Redwood Ci ty, California.
Advisors' Opinion:- [By Adam J. Wiederman]
Getty Images Bloomberg recently reported that Oracle (ORCL) founder and CEO Larry Ellison saw an 18 percent drop in his pay during fiscal 2013 after he "gave up an annual bonus and the company missed some of its profit targets." This seems even more impressive, considering that Ellison collects a base salary of just $1. But if you dig a little deeper, you'll discover that his pay cut wasn't all that altruistic. You see, he still earned $78.4 million last year. Dissecting Ellison's Pay Stub The bulk of Ellison's pay comes in the form of stock options, which totaled $76.9 million when they were issued last year. Stock options are a common form of CEO compensation. When issued prudently, they can keep an executive's interests aligned with those of shareholders. But Ellison already has a vested interest in Oracle. He founded the company and still owns a hefty 25 percent of it -- a stake currently valued at $36.9 billion. The rest of Ellison's compensation comes via 401(k) contributions ($5,134), benefit plans such as life insurance and long-term disability ($6,122), legal counsel ($2,999), his family's use of aircraft ($85,894), and lastly, security-related costs (more than $1.5 million). Most of these perks are common for CEOs. But, taken together, Ellison's benefits are high -- especially considering his wealth. Ellison holds the title of the third-richest American, according to Forbes. And his name regularly appears near the top of "highest-paid CEOs"lists. Heck, he even owns a Hawaiian island. Needless to say, given Ellison's embarrassment of riches, the extra stock option grants seem excessive. When Enough Is Enough Having the financial priorities of management aligned with the performance of the company is certainly a trait investors like to see. But there is a point where adding any more zeroes to an already-wealthy CEO's paycheck is absurd. There are business leaders who, based on their more shareholder-friendly pay packages, recognize this. Li
- [By MONEYMORNING.COM]
When longtime Oracle Corp. (Nasdaq: ORCL) Chief Executive Officer Larry Ellison stepped down Sept. 18, it took not one but two new chief executives to replace him.
Top Cheap Stocks To Invest In Right Now: Freeport-McMoran Copper & Gold Inc.(FCX)
Freeport-McMoRan Copper & Gold Inc. engages in the exploration, mining, and production of mineral resources. The company primarily explores for copper, gold, molybdenum, silver, and cobalt. It holds interests in various properties, located in North and South America; the Grasberg minerals district in Indonesia; and the Tenke Fungurume minerals district in the Democratic Republic of Congo. As of December 31, 2010, the company?s consolidated recoverable proven and probable reserves totaled 120.5 billion pounds of copper, 35.5 million ounces of gold, 3.39 billion pounds of molybdenum, 325.0 million ounces of silver, and 0.75 billion pounds of cobalt. The company was founded in 1987 and is headquartered in Phoenix, Arizona.
Advisors' Opinion:- [By Rich Duprey]
Mixed signals
Freeport-McMoRan (NYSE: FCX ) is looking to double its copper sales to the country within the next three years to take advantage of China's interest in expanding concentrate imports by 17% this year.�Southern Copper� (NYSE: SCCO ) , on the other hand, with the industry's largest copper reserves, intends on holding production at the same level it realized in 2012. - [By Matt DiLallo]
Gold investors weren't the only ones having a rough year. Other commodities such as silver and copper have been sinking this year as well, sending top stocks such as Silver Wheaton (NYSE: SLW ) and Freeport McMoRan (NYSE: FCX ) down by double digits. Again, looking at the chart, you can see a pretty big correlation between falling commodity prices and the subsequent fall in the price of each stock.
- [By David Smith]
There's enough going on at Freeport-McMoRan Copper & Gold (NYSE: FCX ) , the world's biggest publicly traded copper producer, that its management undoubtedly resembles a proverbial cat in a sandbox these days. But the key question regarding the big mining -- and now oil and gas -- company is whether its shares should be bought, sold, or ignored.
- [By Tess Stynes var popups = dojo.query(".socialByline .popC"); popups.forEach(fu]
Canada’s Encana Corp.(ECA.T) has agreed to buy 45,500 acres of the Eagle Ford Shale in Texas from Freeport-McMoRan Copper & Gold Inc.(FCX) (FCX) for $3.1 billion, the companies said Wednesday. Encana, which has sought to broaden its portfolio beyond natural gas, said it expects the deal will double its current rate of oil production. Encana rose 4.1% to $23.50 premarket.
Top Cheap Stocks To Invest In Right Now: Ur Energy Inc(URG)
Ur-Energy Inc., an exploration stage junior mining company, engages in the identification, acquisition, evaluation, exploration, and development of uranium mineral properties. The company has 13 projects located in Wyoming and Nebraska, the United States; and 3 exploration projects located in the Northwest Territories and Nunavut, Canada. Its landholdings cover approximately 90,000 acres in the United States and approximately 140,000 acres in Canada. The company was founded in 2004 and is headquartered in Littleton, Colorado.
Advisors' Opinion:- [By James Brumley]
PLAB’s per share income is expected to double next year, from 2013′s profit of 30 cents per share to 60 cents per share in 2014.
Ur-Energy (URG)12/2 Price: $1.15
- [By John Udovich]
Since the start of the week, small cap nuclear fuel stock USEC Inc (NYSE: USU) more than doubled for investors, something that has not happened for investors in uranium stocks like Uranium Resources, Inc (NASDAQ: URRE), Denison Mines Corp (NYSEMKT: DNN), Ur-Energy Inc. (NYSEMKT: URG) and Uranerz Energy Corp (NYSEMKT: URZ). To recap: USEC Inc closed at the $6 level on Friday, but then it surged to the $15 level on Monday only to open at the $10 level on Tuesday when it ultimately closed at $12.46. So what in the world is going on with USEC Inc and is it time to revisit nuclear fuel and uranium stocks?
- [By James E. Brumley]
Well, I'll give myself an A for effort, but a C- for timing. But, I can bump that C- up to a B+ if my intuition is right as we head into the last few days of 2013 and the first few of 2014. What I'm talking about is a bullish commentary I penned back on November 26th regarding Uranerz Energy Corp. (NYSEMKT:URZ), Uranium Resources, Inc. (NASDAQ:URRE), and Ur-Energy Inc. (NYSEMKT:URG). All three stocks were perking up, and more than that, the buzz surrounding URG, URRE, and URZ was getting louder. More often than not, when the fervor and bullish action and chatter reaches the levels they had reached a month ago, an explosion is right around the corner.
- [By James E. Brumley]
You know, were it just Uranium Resources, Inc. (NASDAQ:URRE) or just Ur-Energy Inc. (NYSEMKT:URG) or just Uranerz Energy Corp. (NYSEMKT:URZ) making a decided bullish move, I might be able to dismiss it. Similarly, if URZ had only been moving higher for one or two days (or only URG or only URRE), it might be easy to not be impressed. Neither of those situations has been the actual case, however. All three stocks have been moving upward for several days now, quite a bit, on noticeably higher volume. There's something "going on", as it were, and if prior group-wide movements are any clue, it's the kind of move worth tapping into.
Balrampur Chini: Govt may scrap sugar stock limit to arrest price fall
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