By Oisin Breen, Research
In line with previous articles we've written, and paraphrasing Buffett, it's always interesting to consider investing behind the things you know. This article, motivated by a curiosity into firms supporting the deep-sea cable infrastructure that drives the internet, focuses on technological infrastructure firm TE Connectivity (TEL) that does just that, and a whole lot more. TE is a components manufacturer operating in a range of industries. 2017 has been a good year for the firm, and as investors continue to seek both value and growth in the market, unheralded infrastructure stocks available cheaply, relative to earnings, may continue to see their share prices climb in 2018.
TE share price on the up. Source: Bloomberg
Top 10 Cheap Stocks To Buy For 2019: Kohl's Corporation(KSS)
Advisors' Opinion:- [By ]
1. Kohl's (NYSE: KSS)
This $10 billion-plus market cap department store chain's stock is higher by over 17% in 2018. The company operates over 1100 department stores, an online commerce platform, 12 Fila Outlets, and three "Off/Aisle" clearance stores. - [By JJ Kinahan]
Adding to positive sentiment, Kohl’s Corporatrion (NYSE: KSS) reported better-than-expected earnings and revenue, and same-store sales were up 3.6 percent. It’s interesting that the company was able to do this despite wintery weather, particularly in areas where Kohl’s stores are concentrated. The company’s shares were up more than 5 percent in premarket trading.
- [By Rich Duprey]
This isn't even the first time Sears has paired itself with Amazon, agreeing last year to sell its Kenmore brand directly on the site. This put it on par with retailers like Best Buy, Calvin Klein, Chico's FAS, Kohl's (NYSE:KSS), and Nike�in seeking to ride the e-tailer's coattails to higher sales.
Top 10 Cheap Stocks To Buy For 2019: Compass Minerals Intl Inc(CMP)
Advisors' Opinion:- [By Ethan Ryder]
Compass Minerals International (NYSE:CMP) was downgraded by investment analysts at ValuEngine from a “hold” rating to a “sell” rating in a research note issued to investors on Monday.
Top 10 Cheap Stocks To Buy For 2019: Emerson Electric Company(EMR)
Advisors' Opinion:- [By Lisa Levin]
Analysts at Berenberg upgraded Emerson Electric Co. (NYSE: EMR) from Sell to Hold.
Emerson Electric shares fell 0.43 percent to close at $69.90 on Monday.
- [By Lee Samaha]
In common with many other industrial companies, like Danaher, Pentair has been taking action to become a more focused investment proposition for investors. The sale of its valves and controls business to Emerson Electric (NYSE:EMR) in the spring of 2017 turned out to be well-timed for Emerson, as it occurred precisely at the time when oil and gas capital spending started picking up.
- [By Stephan Byrd]
Wilkins Investment Counsel Inc. cut its stake in shares of Emerson Electric (NYSE:EMR) by 1.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 111,625 shares of the industrial products company’s stock after selling 2,015 shares during the quarter. Emerson Electric makes up approximately 2.4% of Wilkins Investment Counsel Inc.’s portfolio, making the stock its 17th biggest position. Wilkins Investment Counsel Inc.’s holdings in Emerson Electric were worth $7,624,000 at the end of the most recent reporting period.
- [By Lee Samaha]
While long-term secular growth looks assured, it's the cyclical part of its growth that has come under scrutiny in 2018. It hasn't been an easy year for Rockwell shareholders, not least because they watched on as management rejected a $225 bid from Emerson Electric (NYSE:EMR) in the fall, and then watched on as its peer significantly outperformed while Rockwell's stock has declined in 2018.
- [By Benzinga News Desk]
Former President George H.W. Bush has been hospitalized in Houston with an infection, just after attending the funeral of his wife, Barbara, a spokesman said Monday: Link
ECONOMIC DATA Redbook Reports US Retail Sales During First 2 Weeks Of Apr. Up 0.3% MoM, Up 2.8% YoY USA S&P/CaseShiller House Price Index (MoM) for Feb Up 0.7% MoM New home sales report for March will be released at 10:00 a.m. ET. The Conference Board’s consumer sentiment index for April is schedule for release at 10:00 a.m. ET. The Richmond Fed manufacturing index for April will be released at 10:00 a.m. ET. The Treasury is set to auction 4-and 52-week bills at 11:30 a.m. ET. The Treasury will auction 2-year notes at 1:00 p.m. ET. ANALYST RATINGS Leerink upgraded Cardinal Health (NYSE: CAH) from Market Perform to Outperform Berenberg upgraded Emerson Electric (NYSE: EMR) from Sell to Hold Mizuho downgraded Skyworks (NASDAQ: SWKS) from Buy to Neutral BMO downgraded Texas Roadhouse (NASDAQ: TXRH) from Outperform to Market PerformThis is a tool used by the Benzinga News Desk each trading day — it's a look at everything happening in the market, in five minutes. To get the full version of this note every morning, click here.
- [By Neha Chamaria]
The first list of Dividend Aristocrats published in 1989 comprised 26 stocks. Remarkably, nine of the 26 stocks are still part of the Dividend Aristocrat group.
Dividend Aristocrat No. of Years of Consecutive Dividend Increases Payout Ratio (Last 12 Months) Current Dividend Yield Colgate-Palmolive Company (NYSE: CL) 55 67.6% 2.7% Dover Corp. (NYSE: DOV) 62 37.4% 2% Emerson Electric�(NYSE: EMR) 60 69% 2.62% Genuine Parts Company�(NYSE: GPC) 62 62.7% 3.12% Johnson & Johnson�(NYSE: JNJ) 55 724.9% 2.57% Coca-Cola�(NYSE: KO) 55 440.7% 3.5% Lowe's Companies�(NYSE: LOW) 55 37.4% 1.97% 3M Company�(NYSE: MMM) 60 70.4% 2.65% Procter & Gamble�(NYSE: PG) 62 72.2% 3.94%Data source: S&P Global Market Intelligence, company financials, Yahoo Finance. Table by author.�
Top 10 Cheap Stocks To Buy For 2019: International Business Machines Corporation(IBM)
Advisors' Opinion:- [By Daniel B. Kline]
IoT-powered devices also can work on a broader level. IBM's (NYSE:IBM) Watson -- the company's AI platform -- powers a slew of health-related services. This includes everything from allowing for more precise cancer treatments to using data to target alternate uses for drugs and helping government better manage healthcare programs.
- [By ]
On Tuesday, he'll be tuning into UnitedHealth Group (UNH) , Goldman Sachs (GS) , Johnson & Johnson (JNJ) and IBM (IBM) . Cramer had great things to say about all four companies.
- [By Billy Duberstein]
IBM (NYSE:IBM) recently reported its first-quarter earnings results, which came in ahead of analyst expectations. Still, shares were sold off after the release, and the stock remains down about 10% from its pre-earnings price, as the mere reiteration of full-year guidance was less than investors were hoping for.
Top 10 Cheap Stocks To Buy For 2019: Sirius XM Radio Inc.(SIRI)
Advisors' Opinion:- [By Paul Ausick]
Sirius XM
The more than 206.74 million Sirius XM Holdings Inc. (NASDAQ: SIRI) shares that were short after the last two weeks of this month amounted to just 0.1% or so more than on the previous settlement date. This was the third-lowest level of short interest in the past year, and it totaled 15.8% of the available float. The average daily volume has shrunk in seven of the past eight periods, and the number of days to cover inched up to nearly 13. Sirius’ stock price was $7.22 at the trading day’s close yesterday. Its 52-week low is $5.09 and the 52-week high is $7.33, a multiyear high posted this week. - [By Joseph Griffin]
Toronto Dominion Bank raised its position in shares of Sirius XM Holdings Inc (NASDAQ:SIRI) by 36.7% in the first quarter, HoldingsChannel.com reports. The fund owned 130,110 shares of the company’s stock after buying an additional 34,955 shares during the quarter. Toronto Dominion Bank’s holdings in Sirius XM were worth $812,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
- [By Rick Munarriz]
There are two ways to buy into the country's lone provider of satellite radio, and one Wall Street pro thinks you should consider the road less traveled. Buckingham analyst Matthew Harrigan is downgrading shares of Sirius XM Holdings (NASDAQ:SIRI) on Monday, lowering his rating from buy to neutral.�
- [By Lisa Levin] Companies Reporting Before The Bell Thermo Fisher Scientific Inc. (NYSE: TMO) is projected to report quarterly earnings at $2.4 per share on revenue of $5.63 billion. Ford Motor Company (NYSE: F) is expected to report quarterly earnings at $0.41 per share on revenue of $37.16 billion. Twitter, Inc. (NYSE: TWTR) is projected to report quarterly earnings at $0.11 per share on revenue of $605.26 million. Comcast Corporation (NASDAQ: CMCSA) is expected to report quarterly earnings at $0.59 per share on revenue of $22.75 billion. General Dynamics Corporation (NYSE: GD) is estimated to report quarterly earnings at $2.52 per share on revenue of $7.6 billion. The Boeing Company (NYSE: BA) is expected to report quarterly earnings at $2.58 per share on revenue of $22.24 billion. Anthem, Inc. (NYSE: ANTM) is estimated to report quarterly earnings at $4.91 per share on revenue of $22.52 billion. Viacom, Inc. (NASDAQ: VIAB) is projected to report quarterly earnings at $0.79 per share on revenue of $3.04 billion. Northrop Grumman Corporation (NYSE: NOC) is estimated to report quarterly earnings at $3.61 per share on revenue of $6.61 billion. Rockwell Automation Inc. (NYSE: ROK) is expected to report quarterly earnings at $1.81 per share on revenue of $1.66 billion. Wipro Limited (NYSE: WIT) is projected to report quarterly earnings at $0.07 per share on revenue of $2.15 billion. The Goodyear Tire & Rubber Company (NASDAQ: GT) is expected to report quarterly earnings at $0.46 per share on revenue of $3.82 billion. Owens Corning (NYSE: OC) is projected to report quarterly earnings at $0.97 per share on revenue of $1.62 billion. T. Rowe Price Group, Inc. (NASDAQ: TROW) is estimated to report quarterly earnings at $1.71 per share on revenue of $1.29 billion. Dr Pepper Snapple Group, Inc. (NYSE: DPS) is expected to report quarterly earnings at $1.04 per share on revenue of $1.57 billion. Sirius XM Holdings Inc. (NASDAQ: SI
- [By Daniel B. Kline]
When Sirius and XM merged in 2008 to become Sirius XM Holdings Inc.�(NASDAQ:SIRI), the combined company still filled a need. It offered depth and niche choices in music that conventional radio did not. In addition, the service had talk offerings led by Howard Stern that were unlike anything found on terrestrial radio, and an impressive array of sports broadcasting rights.
Top 10 Cheap Stocks To Buy For 2019: Rent-A-Center Inc.(RCII)
Advisors' Opinion:- [By Ethan Ryder]
Get a free copy of the Zacks research report on Rent-A-Center (RCII)
For more information about research offerings from Zacks Investment Research, visit Zacks.com
- [By Ethan Ryder]
Rent-A-Center (NASDAQ:RCII) gapped down before the market opened on Wednesday . The stock had previously closed at $9.36, but opened at $9.43. Rent-A-Center shares last traded at $9.54, with a volume of 375675 shares changing hands.
- [By ]
Engaged Capital maintained large positions in Rent-A-Center (RCII) , TiVo (TIVO) , Hain Celestial (HAIN) , SunOpta and Jamba Inc. (JMBA) , all companies that have either previously been targeted by Welling or currently are in his cross-hairs.
- [By Chris Lange]
Rent-A-Center Inc. (NASDAQ: RCII) shares made an incredible gain on Monday after the company announced that it would be taken private by Vintage Rodeo Parent, an affiliate of Vintage Capital Management.
- [By Logan Wallace]
OMERS ADMINISTRATION Corp decreased its holdings in shares of Rent-A-Center Inc (NASDAQ:RCII) by 52.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 72,200 shares of the company’s stock after selling 79,200 shares during the period. OMERS ADMINISTRATION Corp owned about 0.14% of Rent-A-Center worth $623,000 as of its most recent SEC filing.
- [By Dan Caplinger]
Monday was a weak day for the stock market, with most major benchmarks losing ground. Further concerns about the potential for a deepening divide between the U.S. and China weighed on sentiment, and some also fear that steadily rising interest rates could eventually put pressure on stocks. Yet some companies still had good news that sent their individual shares higher. Rent-A-Center (NASDAQ:RCII), PTC Therapeutics (NASDAQ:PTCT), and Dropbox (NASDAQ:DBX) were among the best performers on the day. Here's why they did so well.
Top 10 Cheap Stocks To Buy For 2019: UnitedHealth Group Incorporated(UNH)
Advisors' Opinion:- [By Sean Williams]
Heading into 2018, Avalere estimated that 41% of all U.S. counties were expected to have just one insurer offering a health plan. This comes after UnitedHealth Group (NYSE:UNH), the nation's largest insurer, pulled out of 31 of 34 states in 2017. After UnitedHealth Group lost $475 million from Obamacare in 2015 and predicted $650 million in ACA losses in 2016, it was no surprise to see the nation's largest health insurer critical of the ACA.�
- [By Ethan Ryder]
Here are some of the news stories that may have effected Accern Sentiment Analysis’s rankings:
Get UnitedHealth Group alerts: Medical Software Rallies As Health Care’s Tech Conversion Accelerates (investors.com) What Are UnitedHealth��s Key Sources of Revenue? (trefis.com) Humana (HUM) and Monida Ink Deal, Enhances In-Network Access (finance.yahoo.com) Is UnitedHealth Group (UNH) Outperforming Other Medical Stocks This Year? (finance.yahoo.com) UnitedHealth Group (UNH) Price Target Increased to $285.00 by Analysts at BMO Capital Markets (americanbankingnews.com)A number of equities research analysts have issued reports on the stock. BMO Capital Markets increased their price objective on shares of UnitedHealth Group from $275.00 to $285.00 and gave the company a “buy” rating in a report on Thursday. Zacks Investment Research raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $278.00 price objective for the company in a report on Wednesday, May 23rd. Sanford C. Bernstein set a $275.00 price objective on shares of UnitedHealth Group and gave the company a “buy” rating in a report on Wednesday, April 18th. Piper Jaffray Companies reaffirmed a “buy” rating and set a $270.00 price objective on shares of UnitedHealth Group in a report on Wednesday, April 18th. Finally, Credit Suisse Group increased their price objective on shares of UnitedHealth Group from $260.00 to $270.00 and gave the company an “outperform” rating in a report on Wednesday, April 18th. Twenty-seven research analysts have rated the stock with a buy rating, The stock currently has a consensus rating of “Buy” and a consensus price target of $257.58.
- [By Logan Wallace]
Here are some of the media headlines that may have impacted Accern Sentiment Analysis’s analysis:
Get UnitedHealth Group alerts: UnitedHealth strikes two long-term deals with lab giants (bizjournals.com) LabCorp Extends UnitedHealthcare Pact, Lifts Diagnostics Arm (finance.yahoo.com) UnitedHealth Group (UNH) Director Sells $3,732,300.00 in Stock (americanbankingnews.com) Is UnitedHealth Group (UNH) Stock Outpacing Its Medical Peers This Year? (nasdaq.com) Brief Overview on Stock’s Performances �� UnitedHealth Group Incorporated (NYSE: UNH) (financerater.com)Several research analysts recently commented on UNH shares. Zacks Investment Research raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $240.00 price objective for the company in a report on Tuesday, April 3rd. Cantor Fitzgerald raised their price objective on shares of UnitedHealth Group to $300.00 and gave the stock an “overweight” rating in a report on Wednesday, April 18th. Royal Bank of Canada reaffirmed a “buy” rating on shares of UnitedHealth Group in a report on Wednesday, April 18th. Barclays started coverage on shares of UnitedHealth Group in a report on Thursday, March 8th. They issued an “overweight” rating and a $265.00 price objective for the company. Finally, Morgan Stanley raised their price objective on shares of UnitedHealth Group from $275.00 to $277.00 and gave the stock an “overweight” rating in a report on Wednesday, April 18th. Two analysts have rated the stock with a hold rating and twenty-six have given a buy rating to the stock. UnitedHealth Group presently has an average rating of “Buy” and an average price target of $254.66.
Top 10 Cheap Stocks To Buy For 2019: Wendy's/Arby's Group Inc.(WEN)
Advisors' Opinion:- [By Jeremy Bowman]
The chart below shows how McDonald's compares with some of its closest peers based on its valuation and expected growth rate.
Company P/E Ratio 2-Year Expected EPS Growth Rate McDonald's (NYSE:MCD) 26.2 23.6% Starbucks (NASDAQ:SBUX) 26.2 27.3% Wendy's (NASDAQ:WEN) 21.8 58.1% Restaurant Brands International�(NYSE:QSR) 21.4 41.9% Yum! Brands�(NYSE:YUM) 23.2 29.7%Data source: Yahoo! Finance. EPS = earnings per share.
- [By Logan Wallace]
Wendy’s (NASDAQ:WEN) major shareholder Edward P. Garden sold 764,000 shares of the business’s stock in a transaction dated Tuesday, May 15th. The stock was sold at an average price of $16.53, for a total value of $12,628,920.00. Following the completion of the sale, the insider now directly owns 240,365 shares of the company’s stock, valued at approximately $3,973,233.45. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Major shareholders that own more than 10% of a company’s shares are required to disclose their sales and purchases with the SEC.
- [By ]
Throughout its history, Starbucks has mostly had a company-owned model for its retail locations, a strategy that is at odds with a trend of activist investors pushing fast food, restaurant and coffee companies to franchise locations out to raise cash for stock buybacks and debt reduction. In recent years, activists have targeted Jamba Juice (JMBA) , Potbelly (PBPB) , Jack in the Box (JACK) , Wendys Co. (WEN) , McDonald's (MCD) and elsewhere. In addition, Starbucks has a one-share, one-vote structure, which can make it vulnerable to an activist investor seeking to elect dissident director candidates as it pursued the strategy.
- [By Stephan Byrd]
Wendys (NASDAQ: WEN) and Empire Resorts (NASDAQ:NYNY) are both retail/wholesale companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk.
- [By Ethan Ryder]
A.R.T. Advisors LLC lowered its stake in Wendys Co (NASDAQ:WEN) by 19.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 150,664 shares of the restaurant operator’s stock after selling 36,036 shares during the period. A.R.T. Advisors LLC owned 0.06% of Wendys worth $2,644,000 at the end of the most recent reporting period.
- [By Stephan Byrd]
Cannae (NYSE: CNNE) and Wendys (NASDAQ:WEN) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, valuation, profitability, dividends, risk and analyst recommendations.
Top 10 Cheap Stocks To Buy For 2019: S&P Smallcap 600(PH)
Advisors' Opinion:- [By Stephan Byrd]
Parker-Hannifin (NYSE:PH)‘s stock had its “hold” rating reaffirmed by investment analysts at Deutsche Bank in a research report issued to clients and investors on Thursday. They currently have a $169.00 price objective on the industrial products company’s stock. Deutsche Bank’s price target suggests a potential upside of 6.52% from the stock’s current price.
- [By Neha Chamaria]
In terms of dividend growth, only four of the above stocks -- 3M, Colgate-Palmolive, Coca-Cola, and Procter & Gamble -- feature among the 10 fastest dividend-growth kings. In other words, there are six other stocks from the dividend kings list that have grown their dividends at a faster pace than most stocks in the above table in the past decade, some even at double-digits.��
Six top dividend kings by dividend growth Dividend King 10-Year Dividend CAGR Current Dividend Yield Payout Ratio (TTM) Lowe's Companies� 18.5% 2% 34.5% Hormel Foods� 16.3% 2.1% 39.2% Parker-Hannifin Corp�(NYSE:PH) 14% 1.7% 35.2% Nordson Corporation� 12.2% 0.9% 13.3% Dover Corp (NYSE:DOV) 9% 2% 37.4% American States Water�(NYSE:AWR) 7.6% 1.9% 54.8%TTM: Trailing 12 months. Data sources: YCharts and Yahoo! Finance. Table by author.
- [By Shane Hupp]
Barings LLC decreased its holdings in Parker Hannifin (NYSE:PH) by 36.4% in the first quarter, HoldingsChannel reports. The firm owned 26,064 shares of the industrial products company’s stock after selling 14,937 shares during the period. Barings LLC’s holdings in Parker Hannifin were worth $4,458,000 as of its most recent SEC filing.
Top 10 Cheap Stocks To Buy For 2019: USG Corporation(USG)
Advisors' Opinion:- [By Dan Caplinger]
Warren Buffett likes to hold his stock positions for the long run, and his experience with USG (NYSE:USG) has been typical of his other long-term investments. The Oracle of Omaha started buying shares of the manufacturer of Sheetrock drywall and other building materials back in 2000, accumulating a sizable stake that has ballooned to more than 30% of the company. USG ended up going through bankruptcy in order to get a handle on its asbestos liability claims, but thanks largely to Buffett's involvement, the building materials company not only survived bankruptcy but also saw share prices soar briefly on hopes that USG would once again fully participate in the then-strong housing boom.
- [By Ethan Ryder]
USG Co. (NYSE:USG) – Equities research analysts at SunTrust Banks reduced their Q3 2018 earnings per share estimates for shares of USG in a report issued on Monday, July 9th. SunTrust Banks analyst K. Hughes now forecasts that the construction company will post earnings of $0.57 per share for the quarter, down from their previous estimate of $0.61. SunTrust Banks currently has a “Hold” rating and a $44.00 price target on the stock. SunTrust Banks also issued estimates for USG’s FY2018 earnings at $2.05 EPS, Q3 2019 earnings at $0.71 EPS and FY2019 earnings at $2.53 EPS.
- [By Stephan Byrd]
ValuEngine upgraded shares of USG (NYSE:USG) from a buy rating to a strong-buy rating in a report published on Tuesday.
A number of other research analysts have also recently weighed in on the stock. Credit Suisse Group upgraded shares of USG from an underperform rating to a neutral rating and dropped their target price for the company from $35.00 to $24.00 in a research note on Friday, April 27th. Jefferies Group reiterated a hold rating and issued a $40.00 target price on shares of USG in a research note on Monday, April 23rd. SunTrust Banks boosted their target price on shares of USG from $42.00 to $44.00 and gave the company a hold rating in a research note on Tuesday, April 17th. Buckingham Research boosted their target price on shares of USG from $34.00 to $42.00 and gave the company a neutral rating in a research note on Monday, April 16th. Finally, Nomura boosted their target price on shares of USG from $39.00 to $44.00 and gave the company a neutral rating in a research note on Tuesday, March 27th. Two investment analysts have rated the stock with a sell rating, ten have issued a hold rating, four have assigned a buy rating and one has given a strong buy rating to the stock. The stock currently has a consensus rating of Hold and an average price target of $39.00.
- [By Jordan Wathen]
As USG Corporation (NYSE:USG) drags its feet on an offer to sell the company for $42 per share, Berkshire intends to use its 30.8% ownership stake to motivate its top brass to make a deal. Berkshire told Bloomberg it intends to vote its shares against USG's board members who are up for re-election at this year's annual meeting, a clear message that Buffett is ready to cash in, even if USG's management and board are not.
- [By Jason Hall, George Budwell, and Chuck Saletta]
And while it may not always work out well to simply copy the moves other investors make, it can pay off to use their buying and selling moves as jumping-off points in your own research. We asked three real-world investors for their insight, and they wrote about two recent Buffett buys of�Apple Inc.�(NASDAQ:AAPL) and�USG Corporation�(NYSE:USG), and a recent Baker Brothers buy of�Heron Therapeutics Inc�(NASDAQ:HRTX).�
