With shares of Travelers Companies Inc. (NYSE:TRV) trading around $82, is TRV an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementTravelers is engaged in providing a range of commercial, personal property, and casualty insurance products and services to businesses, government units, associations, and individuals. The company is organized into three business segments: Business Insurance, Financial, Professional and International Insurance, and Personal Insurance. Through its segments, Travelers offers an array of property and casualty insurance, insurance-related services, surety and financial liability coverage.
Travelers released an earnings report today that easily beat analyst earnings and revenue expectations. In general, consumers and companies worldwide like to mitigate risk as much as possible, hoping to avoid the uneasiness that uncertainty brings. As new risks are identified, and existing ones covered, look for companies like Travelers to continue to see rising profits.
Top 10 Blue Chip Companies To Invest In Right Now: Pegasystems Inc.(PEGA)
Pegasystems Inc. develops, markets, licenses, and supports software to automate business processes primarily in the United States, the United Kingdom, and rest of Europe. The company offers PegaRULES Process Commander, which provides a platform to build, deploy, and change enterprise applications; purpose or industry-specific solution frameworks that enable organizations to implement new customer-facing practices and processes, and provide customized or specialized processing to meet the needs of different customers, departments, geographies, or regulatory requirements; and Pega customer relationship management software to automate customer service inquiries and marketing, and apply analytics to predict and adapt customer service processes. It also offers Pega decision management products, which include Pega Decision Strategy Manager and Next-Best-Action Advisor that support decision-making for offer management, risk, and other marketing and customer management solutions; and Pega Cloud, which enables customers to create and/or run Pega applications using an Internet-based infrastructure. In addition, the company provides implementation, consulting, training, and technical support services to its customers. The company markets its software and services primarily through its direct sales force to financial services organizations, healthcare organizations, insurance companies, communications and media organizations, and government agencies. Pegasystems Inc. was founded in 1983 and is headquartered in Cambridge, Massachusetts.
Advisors' Opinion:- [By Patricio Kehoe]
The firm is currently Zacks Rank # 3 - Hold, and it also has a longer-term recommendation of ��utperfom�� For investors looking for a Zacks Rank # 1 ��Strong Buy, Dealertrack Technologies Inc (TRAK), Open Text Corporation (OTEX), Pegasystems Inc. (PEGA) Solera Holdings (SLH) or Ultimate Software Group Inc. (ULTI) could be the options.
Hot Dow Dividend Stocks To Invest In Right Now: Molina Healthcare Inc (MOH)
Molina Healthcare, Inc., incorporated on July 24, 2002, provides medicaid-related solutions. The Company operates in two segments: Health Plans and Molina Medicaid Solutions. The Company's Health Plans segment consists of health plans in California, Florida, Michigan, New Mexico, Ohio, Texas, Utah, Washington, and Wisconsin, and includes the Company's direct delivery business. The Company's Molina Medicaid Solutions segment provides design, development, implementation, and business process outsourcing solutions to state governments for their Medicaid Management Information Systems (MMIS).As of December 31, 2012, Health Plans segment served approximately 1.8 million members eligible for Medicaid, Medicare, and other government-sponsored health care programs for low-income families and individuals. In June 2013, Molina Healthcare Inc announced that, through its wholly owned subsidiary, Molina Center LLC, it has successfully completed a sale and lease back transaction with the dedicated net lease group of Angelo, Gordon & Co (AG).
The health plans are operated by the Company's wholly owned subsidiaries in those states, each of which is licensed as a health maintenance organization (HMO). The Company's direct delivery business consists of 24 primary care clinics in California, Florida, New Mexico, and Washington, and the Company manages three county-owned primary care clinics under a contract with Fairfax County, Virginia. The Company's Health Plans segment derives its revenue principally in the form of premiums received under Medicaid contracts with the states in which the Company's health plans operate. All of the Company's health plans operate on a single managed care platform for claims processing (the QNXT 4.8 system). MMIS is a core tool used to support the administration of state Medicaid and other health care entitlement programs. Molina Medicaid Solutions holds MMIS contracts with the states of Idaho, Louisiana, Maine, New Jersey, and West Virginia, as well as a contract to provide d! rug rebate administration services for the Florida Medicaid program. The Company arranges health care services for its members through contracts with providers that include independent physicians and groups, hospitals, ancillary providers, and its own clinics. The Company's network of providers includes primary care physicians, specialists and hospitals. The Company contracts with both primary care physicians and specialists many of whom are organized into medical groups or independent practice associations (IPAs).
The Company develops specialized disease management programs that address the particular health care needs of its members. motherhood matters! sm is a comprehensive program designed to improve pregnancy outcomes and enhance member satisfaction. breathe with ease! is a multi-disciplinary disease management program that provides health education resources and case management services to assist physicians caring for asthmatic members between the ages of three and 15. Healthy Living with Diabetes is a diabetes disease management program. Heart Health Living is a cardiovascular disease management program for members who have suffered from congestive heart failure, angina, heart attack, or high blood pressure. The Company provides its members with information to guide them through various episodes of care. This information, which is available in several languages, is designed to educate parents on the use of primary care physicians, emergency rooms, and nurse call centers. The Company's pharmacy management programs focus on physician education regarding appropriate medication utilization and encouraging the use of generic medications. The Company's pharmacists and medical directors work with the Company's pharmacy benefits manager to maintain a formulary that promotes both improved patient care and generic drug use. The Company provides certain centralized medical and administrative services to its health plans pursuant to administrative services agreements, including medical affairs a! nd qualit! y management, health education, credentialing, management, financial, legal, information systems, and human resources services.
The Company competes with HP Enterprise Services, ACS, Computer Services Corporation, and CNSI.
Advisors' Opinion:- [By Seth Jayson]
Molina Healthcare (NYSE: MOH ) reported earnings on April 25. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Molina Healthcare met expectations on revenues and crushed expectations on earnings per share. - [By Daniel Jennings]
The White House was planning a massive Obamacare marketing effort with the help of unions and nonprofit groups. That effort has apparently been put on the backburner.
The Obamacare news didn't help UnitedHealth Group (NYSE: UNH). Its share price fell by .017 percent in mid-day trading on Wednesday. Yet it seemed to help WellPoint (NYSE: WLP). The operator of the Anthem Blue Cross/Blue Shield plans saw its share price rise by .01% on Wednesday . A smaller operator of healthcare plans, Molina Healthcare (NYSE: MOH) saw its share price fall. - [By Sean Williams]
If you want a ray of sunshine in this mess, look no further than either WellPoint (NYSE: WLP ) or Molina Healthcare (NYSE: MOH ) . Both companies have a stronghold in California with WellPoint's Blue Cross Blue Shield and Molina's low-cost and Medicaid-sponsored plans offering ample choices in the early going for consumers. Although early enrollment in California was disappointing, the expectation all along has been that it would pick up as we get closer to coverage enrollment cutoff date. With few signs of exchange problems in California I'd look for these two companies to impress investors moving forward.
Hot Dow Dividend Stocks To Invest In Right Now: Genpact Limited (G)
Genpact Limited provides business process management and information technology services worldwide. It offers finance and accounting services, including accounts payable services, payment and inquiry management, order to cash services, preparation of financial statements, closing and reporting, cash management, treasury, cash flow analysis, tax return preparation, financial planning and analysis, governance, and internal controls services. The company also provides smart decision services, such analytics and research; business consulting and enterprise risk consulting services comprising internal audit, compliance advisory, regulatory advisory, enterprise, IT, and fraud risk management services; and re-engineering services. In addition, it offers supply chain and procurement services consisting of direct and indirect sourcing and procurement, demand forecasting and management, engineering, inventory optimization and planning, fleet and logistics, and aftermarket services. Further, the company provides enterprise application services comprising enterprise resource planning, supply chain management, financial management and customer relationship management solutions, and securities trading and accounting services, as well as testing, database administration, and architecture services; IT management services, including onsite and remote monitoring, management and support of the IT functions, and IT infrastructures; and collections and customer services in the areas of consumer finance, commercial finance, and mortgage services. It primarily serves banking and insurance, capital markets, consumer goods and retail, life sciences, infrastructure, manufacturing and services, and healthcare industries. Genpact Limited has a strategic partnership with Research Now. The company was founded in 1997 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Damian Illia]
Dividend growth rate (g)
The sustainable growth rate is the rate at which earnings and dividends can grow indefinitely assuming that the firm's debt-to-equity ratio is unchanged and it doesn't issue new equity.
- [By Charley Blaine]
Auto shares were mostly higher after manufacturers reported strong domestic sales. General Motors (NYSE: G), Toyota (NYSE: TM) and Honda (NYSE: HMC) shares were higher.
Hot Dow Dividend Stocks To Invest In Right Now: WPX Energy Inc (WPX)
WPX Energy, Inc. (WPX Energy), incorporated on April 19, 2011, is an independent natural gas and oil exploration and production company engaged in the exploitation and development of long-life unconventional properties. The Company focuses on exploiting its natural gas reserve base and related NGLs in the Piceance Basin of the Rocky Mountain region, and on developing its positions in the Bakken Shale oil play in North Dakota and the Marcellus Shale natural gas play in Pennsylvania. Its other areas of domestic operations include the Powder River Basin in Wyoming and the San Juan Basin in the southwestern United States. In addition, it owns a 69% controlling ownership interest in Apco Oil and Gas International, Inc. (Apco), which holds oil and gas concessions in Argentina and Colombia. As of December 31, 2010, it had proved reserves of 4,473 Bcfe, 59% of which were proved developed reserves. Average daily production as of March 31, 2011 was 1,251 MMcfe/d.
Bakken Shale
The Company acquired 89,420 net acres in the Williston Basin in North Dakota that is prospective for oil in the Bakken Shale. It acquired all of this acreage in December 2010 through the acquisition of Dakota-3 E&P Company LLC. As of December 31, 2010, it had three rigs operating on the Bakken Shale acreage. Since acquiring this acreage, the Company has drilled 10 operated wells on the Bakken Shale properties; nine Middle Bakken formation wells and one Three Forks formation well. Six of these wells have been completed and connected to sales with initial 30 day production rates ranging from 750 Boe/d to 1,100 Boe/d.
Marcellus Shale
The Company�� 99,301 net acres in the Marcellus Shale were acquired through two key transactions and additional leasing activities. In July 2010, the Company acquired 42,000 net acres in Susquehanna County in northeastern Pennsylvania. As of December 31, 2010, the Company had five rigs operating in the Marcellus Shale.
Advisors' Opinion:- [By Paul Ausick]
After markets closed on Friday, Standard & Poors announced several changes in its indexes. The big news in the announcement was the addition of Keurig Green Mountain Inc. (NASDAQ: GMCR) to the S&P 500 Index effective after the close on March 21. Keurig replaces WPX Energy Inc. (NYSE: WPX). WPX will take Keurig�� place on the S&P MidCap 400 Index.
Hot Dow Dividend Stocks To Invest In Right Now: Northwest Pipe Company (NWPX)
Northwest Pipe Company manufactures and markets large-diameter, high-pressure steel pipeline systems for use in water infrastructure applications, primarily related to drinking water systems. Its pipeline systems are also used for hydroelectric power systems, wastewater systems, and other applications. The company also manufactures smaller diameter, electric resistance welded steel pipes and other welded steel pipe products for use in a range of applications, including energy, construction, agriculture, industrial, and traffic signpost systems. In addition, it manufactures products for various structural piling applications and in-plant pipeline systems for power plants and other industrial applications. The company sells its water transmission products to public water agencies directly or through installation contractors; and tubular products to distributors and original equipment manufacturers through a network of direct sales force personnel and sales agents in the Unit ed States and Canada. Northwest Pipe Company was founded in 1966 and is based in Vancouver, Washington.
Advisors' Opinion:- [By Aaron Levitt]
Enter Northwest Pipe (NWPX).
NWPX is the leading supplier of high-pressure steel pipe used in wastewater, hydroelectric power and potable drinking water applications. While Northwest�� steel pipes are more expensive to install and use than similar concrete ones, water authorities in dryer climates prefer them as they have zero evaporation rises.
Hot Dow Dividend Stocks To Invest In Right Now: Vivendi SA (VIVHY.PK)
Vivendi SA (Vivendi), incorporated on December 18, 1987, is a communications and entertainment company. As of December 31, 2009, the Company had six business segments: Activision Blizzard, Universal Music Group, SFR, Maroc Telecom Group, GVT (Holding) S.A. (GVT) and Canal+ Group. Activision Blizzard develops, publishes and distributes interactive entertainment software, online or on other media (such as console and personal computer (PC)). Universal Music Group is engaged in the sale of recorded music (physical and digital media), exploitation of music publishing rights, as well as artist services and merchandising. SFR is engaged in the phone services (mobile, broadband Internet and fixed) in France. Maroc Telecom Group is a telecommunication operator (mobile, fixed and Internet) in Africa, principally in Morocco, as well as in Mauritania, Burkina Faso, Gabon and Mali. GVT is a Brazilian fixed and broadband operator. Canal+ Group is engaged in publishing and distribution of pay-television mainly in France, in both analog and digital (terrestrially, via satellite or ADSL), as well as film production in Europe. In July 2013, Vivendi SA and Universal Music Group announced the completion of the sale of Parlophone Label Group to Warner Music Group Corp.
On November 13, 2009, Vivendi acquired an aggregate of 29.9% of GVT�� outstanding voting shares from Swarth Investments LLC, Swarth Investments Holdings LLC and Global Village Telecom (Holland) BV. In addition, Vivendi acquired from third parties an additional 8% interest in GVT's outstanding shares. On December 28, 2009, Canal+ Group, Vivendi�� subsidiary, acquired TF1�� 9.9% interest in the capital of Canal+ France. On July 31, 2009, Maroc Telecom acquired 51% controlling interest in Sotelma. On August 27, 2009, CID, a company 40% owned by SFR and 60% by other financial investors, acquired the 62% interest in 5 sur 5.
Advisors' Opinion:- [By Eric Rodawig]
Activision Blizzard (ATVI) is the world's largest and most successful video game developer, and is majority owned (61%) by French telecom and media conglomerate Vivendi (VIVHY.PK). Vivendi has been undergoing a massive strategic review with the intent to reduce debt and unlock the value of its assets that has fueled speculation surrounding ATVI. In conjunction with this, ATVI CFO Dennis Durkin announced on the 4Q12 earnings call
- [By Mike Arnold]
I normally don't look at charts much, but comparing Orange to its competitors in the French telecommunications market is quite fascinating. As one can see, incumbents Bouygues (BOUYF.PK) and Vivendi (VIVHY.PK) (owner of SFR) saw similar price declines. The market, on the other hand, rapidly bid up the price of new entrant Iliad SA (ILIAF.PK), as a result of forecasts for Iliad to capture significant mobile market share (which it did, around 10%). The wide divergence in price relative to changes in underlying value favor going long the incumbents, including Orange. Because this time it's different.
Hot Dow Dividend Stocks To Invest In Right Now: Home Properties Inc. (HME)
Home Properties, Inc. is an independent real estate investment trust. The firm invests in the real estate markets of the United States. It is engaged in the ownership, management, acquisition, rehabilitation and development of residential apartment communities. The firm also invests in townhomes and offices. Home Properties, Inc. was founded in November 1993 and is based in Rochester, New York.
Advisors' Opinion:- [By Marc Bastow]
Apartment community real estate investment trust (REIT) Home Properties (HME) raised its quarterly dividend 4.3% to 73 cents per share, payable on Feb. 25 to shareholders of record as of February 13. At a 5% yield, HME is the highest yielder of this week’s list of dividend stocks increasing payouts.
HME Dividend Yield: 5.00%
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