Despite a run of about 50% in the last year, Ford� (NYSE: F ) �stock has a bullish case given certain realities overseas. Despite the first signs of growth in the automotive sector finally showing up in April, Ford stock is likely to be affected by the company's loss on its European operation. This may be largely hiding some of the strength of the overall numbers and cause the market to undervalue Ford stock in the near term. Furthermore, while Ford is leading the way, the European situation is poised to benefit other automakers, including General Motors (NYSE: GM ) .
In the video below, Fool.com contributor Doug Ehrman discusses the bullish case for Ford, some of the risk factors involved, and why even a less optimistic view may still favor owning Ford stock.
�Worried about Ford?
If you're concerned that Ford's turnaround has run its course, relax -- there's good reason to think that the Blue Oval still has big growth opportunities ahead. The Fool's premium Ford research service outlines those opportunities. If you're looking for some freshly updated guidance to Ford's prospects in coming years, you've come to the right place -- click here�to get started now.
Best Diversified Bank Stocks To Watch For 2015: Fresenius Medical Care Corporation (FMS)
Fresenius Medical Care AG & Co. KGaA, a dialysis company, provides products and services for patients with chronic kidney diseases. As of May 12, 2011, it provided dialysis care services to 216,942 patients through its network of 2,769 dialysis clinics primarily in North America, Europe, Latin America, the Asia-Pacific, and Africa. The company also develops and manufactures various dialysis products, including hemodialysis machines, dialyzers, hemofilters, dialysis fluid filters, tubing systems, fistula needles, dialysis related equipment, acute hemodialysis machines, plasma filters, acute tubing systems and cassettes, catheters, and related disposable products for chronic hemodialysis, acute therapy, home therapy, and therapeutic apheresis, as well as dialysis drugs. In addition, it provides laboratory services. Fresenius Medical sells its products through distributors. The company was founded in 1996 and is headquartered in Bad Homburg, Germany.
Advisors' Opinion:- [By Louie Grint]
Still unaffected
First, Fresenius Medical Care (NYSE: FMS ) is the No. 1 global provider of dialysis equipment. It enjoys leading market share of almost 33% in its home country. - [By John Udovich]
Small cap dialysis stock Rockwell Medical Inc (NASDAQ: RMTI) looks set to decline when the market opens after Brean Capital initiated coverage with a sell rating and a price target of $4.00, meaning it might be time to take a closer look at what is going on with the stock along with�the performance of large cap dialysis stocks DaVita Healthcare Partners (NYSE: DVA)�and Fresenius Medical Care (NYSE: FMS) along with small cap dialysis stocks NxStage Medical, Inc (NASDAQ: NXTM).�
- [By Charles Carlson, CEO and Portfolio Manager, Horizon Investment Services]
For investors looking for growth but also income, I especially like three health-care related stocks��resenius Medical (FMS), Novo Nordisk (NVO), and Smith & Nephew (SNN).
Top 5 European Companies To Own In Right Now: TotalFinaElf S.A.(TOT)
TOTAL S.A., together with its subsidiaries, operates as an integrated oil and gas company worldwide. The company operates through three segments: Upstream, Downstream, and Chemicals. The Upstream segment engages in the exploration, development, and production of oil and natural gas. It also involves in the transportation, trade, and marketing of natural gas and liquefied natural gas (LNG), as well as in LNG re-gasification and natural gas storage operations. In addition, this segment engages in the shipping and trade of liquefied petroleum gas (LPG); power generation from gas-fired power plants, nuclear, or renewable energies; production, trade, and marketing of coal, as well as in solar power systems and technology operations. As of December 31, 2010, it had combined proved reserves of 10,695 Mboe of oil and gas. The Downstream segment involves in refining, marketing, trading, and shipping crude oil and petroleum products. It also produces a range of specialty products, s uch as lubricants, LPG, jet fuel, special fluids, bitumen, marine fuels, and petrochemical feedstock. This segment holds interests in 24 refineries located in Europe, the United States, the French West Indies, Africa, and China, as well as operates a network of 17,490 service stations. The Chemicals segment produces base chemicals, including petrochemicals and fertilizers, as well as engages in rubber processing, resins, adhesives, and electroplating activities. TOTAL S.A. was founded in 1924 and is based in Paris, France.
Advisors' Opinion:- [By Aaron Levitt]
Yet in this suffering, investors can find some pretty tasty long-term bargains.�In this case we��e referring to French major Total (TOT).
Like rivals BP and E, Total didn�� have a great 2013. However, there are plenty of catalysts that should help propel TOT stock into the future. For investors looking for beat-up bargain, TOT stock could be the key to a great total return in the energy sector.
- [By Dan Carroll]
Outside the defense sector, Chevron's (NYSE: CVX ) among the only Dow stocks making any headway today: The oil giant's shares are up about 0.2%. Chevron agreed to sell its retail network in Egypt to French competitor Total (NYSE: TOT ) in a deal announced by the latter today. With more than 1.4 million tons of annual sales in a network consisting�of 66 service stations and other assorted infrastructure, it's a big move for Total as it looks to develop its reach outside of Europe.
- [By Ben Levisohn]
Howard Weil’s Blake Fernandez�explains why he prefers ConocoPhillips to�other oil companies like Total (TOT) and�Chevron�(CVX):
After years of portfolio rationalization, concerns re: dividend coverage, etc. the asset base is now poised to deliver 6- 10% cash flow CAGR through ��7 from a combination of 3-5% production growth and 3-5% margin expansion. Additionally, our confidence in the Company�� unconventional prowess is increasing based on the recent analyst day presentation, higher production targets and efficiency gains in the underlying assets…
- [By Jeff Reeves]
So how can you play this trend? The iShares MSCI France ETF (EWQ) is one way, via a diversified fund that owns some of the biggest names in France. There�� also oil giant Total (TOT), which is headquartered in France but has a global flavor, as well as French healthcare giant Sanofi (SNY)
Top 5 European Companies To Own In Right Now: BP p.l.c.(BP)
BP p.l.c. provides fuel for transportation, energy for heat and light, retail services, and petrochemicals products. Its Exploration and Production segment engages in the oil and natural gas exploration, field development, and production; midstream transportation, and storage and processing; and marketing and trading of natural gas, including liquefied natural gas (LNG), and power and natural gas liquids (NGL). This segment has exploration and production activities in Angola, Azerbaijan, Canada, Egypt, Norway, Russia, Trinidad and Tobago, the United Kingdom, and the United States, as well as in Asia, Australasia, South America, North Africa, and the Middle East. This segment also owns and manages crude oil and natural gas pipelines; processing facilities and export terminals; and LNG processing and transportation, as well as NGL extraction facilities. BP p.l.c. has interests in the Trans-Alaska pipeline system, the Forties pipeline system, the Central Area transmission sys tem pipeline, the South Caucasus Pipeline, and Baku-Tbilisi-Ceyhan pipeline, as well as in LNG plants located in Trinidad, Indonesia, and Australia. The company?s Refining and Marketing segment involves in the supply and trading, refining, manufacturing, marketing, and transportation of crude oil, petroleum, and petrochemicals products and related services to wholesale and retail customers primarily under the BP, Castrol, ARCO, and Aral brands. Its Other Businesses and Corporate segment produces and markets rolled aluminum products, as well as generates energy through wind, solar, biofuels, hydrogen, and carbon capture and storage sources; and engages in shipping activities. The company was founded in 1889 and is headquartered in London, the United Kingdom.
Advisors' Opinion:- [By WALLSTCHEATSHEET]
BP is an oil and gas company that supplies energy products and services worldwide. The company is still involved in a trial regarding the 2010 Deepwater Horizon Oil Spill. The stock has struggled to make significant progress in recent years and is currently trading near mid-prices for the year. Over the last four quarters, earnings are rising and revenues are mixed which has mostly produced pleased investors. Relative to its peers and sector, BP has been an average year-to-date performer in a weak sector. WAIT AND SEE what BP does in coming quarters.
- [By WALLSTCHEATSHEET]
BP is an oil and gas company that supplies energy products and services worldwide. The company saw a victory at the Fifth U.S. Circuit Court of Appeals in New Orleans recently, which may be a positive catalyst for the company. The stock has not made significant progress in recent years and is now trading near mid-prices for the year. Over the last four quarters, earnings have been rising while revenues have been mixed, which has left investors mostly pleased about recent earnings announcements. Relative to its weak peers and sector, BP has been an average year-to-date performer. WAIT AND SEE what BP does in coming quarters.
- [By Anders Bylund]
The black gold still deserves its rich name. Chevron powers its generous dividends with outsize cash flows. The company's dividend boosts have left fellow Dow component and cash machine ExxonMobil (NYSE: XOM ) in the dust, even though Exxon's cash flows are an order of magnitude richer. Chevron hasn't suffered any massively damaging setbacks like BP 's (NYSE: BP ) Deepwater Horizon disaster, which put a damper on that company's market-crushing dividend increases. Royal Dutch Shell's (NYSE: RDS-A ) total payouts plunged when the merger of Royal Dutch and Shell was completed in 2005 -- and have stayed modest ever since.
- [By Matt DiLallo]
The overhaul has the potential to cut $1 billion in taxes for the oil companies. That would provide a nice savings, as these companies provided the state with $8.9 billion in tax revenue last year. Representatives from ConocoPhillips, BP (NYSE: BP ) and ExxonMobil (NYSE: XOM ) all spoke before the Alaskan House Finance Committee earlier this week to make sure their voices were heard.�
Top 5 European Companies To Own In Right Now: Aercap Holdings N.V. (AER)
AerCap Holdings N.V., through its subsidiaries, operates as an integrated aviation company worldwide. It engages in leasing and trading aircraft and engines; and selling parts. The company also provides aircraft management services, as well as aircraft and limited engine MRO services, and aircraft disassembly services through its repair stations. In addition, it offers aircraft services, including remarketing aircraft; collecting rental and maintenance payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; conducting ongoing lessee financial performance reviews; inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research. The company?s management services include leasing and remarketing, cash management and treasury, technical advisory, and accounting and administrative services. As of March 31, 2011, it owned 272 aircraft and 95 engines, which it leased under operating leases to 118 lessees in 53 countries. The company was founded in 1995 and is headquartered in Schiphol, the Netherlands.
Advisors' Opinion:- [By Shahida Humayun]
Air Lease's fleet has a weighted average age of 3.5 years, compared to 10.7 years for Aircastle (NYSE: AYR ) and 5.1 years for AerCap Holdings (NYSE: AER ) . As a result of this advantage, Air Lease is currently trading at a price-to-book value (P/BV) of 1.17, compared to 0.8 and 0.95 for Aircastle and AerCap Holdings, respectively.
- [By Tess Stynes]
AIG confirmed it will sell its stake in International Lease Finance Corp to aircraft-leasing company AerCap Holdings N.V(AER). for $5.4 billion in cash and stock.
- [By Roberto Pedone]
AerCap (AER) provides aircraft leasing and aviation finance services. This stock closed up 3.3% at $18 in Wednesday's trading session.
Wednesday's Volume: 740,000
Three-Month Average Volume: 318,589
Volume % Change: 85%From a technical perspective, AER jumped higher here right above its 50-day moving average of $17.27 with above-average volume. This stock has been uptrending strong for the last five months, with shares moving higher from its low of $14.84 to its recent high of $18.16. During that uptrend, shares of AER have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of AER within range of triggering a near-term breakout trade. That trade will hit if AER manages to take out its 52-week high at $18.16 with high volume.
Traders should now look for long-biased trades in AER as long as it's trending above its 50-day at $17.27 or above more near-term support at $17.17 and then once it sustains a move or close above its 52-week high at $18.16 with volume that's near or above 318,589 shares. If that breakout hits soon, then AER will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $20 to $23.
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