Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of specialty apparel retailer Express (NYSE: EXPR ) climbed 10% today after the company's quarterly results and outlook topped Wall Street expectations.
So what: Express' first-quarter profit fell 23% on continued discounting and higher costs, but it was still better than Wall Street had expected, suggesting that things are starting to turn. In fact, the company said that shoppers are responding rather enthusiastically to its spring merchandise, giving investors plenty of good vibes over its near-term prospects.
Now what: Management now sees full-year EPS of $1.48-$1.58, up nicely from its prior view of $1.40-$1.54 per share.
"The direction the business is heading is positive," said Chairman and CEO Michael Weiss. "As we start the second quarter, momentum in the business is on the upswing, and conversion, which we often cite as a leading indicator of the business, has been building since relatively early in the first quarter."
Top 5 Quality Stocks To Watch For 2015: Motorcar Parts of America Inc. (MPAA)
Motorcar Parts of America, Inc., together wit its subsidiaries, remanufactures and distributes alternators and starters for import and domestic cars, light trucks, heavy duty, agricultural, and industrial applications in the United States and Canada. It replacement parts are used on vehicles after initial vehicle purchase. The company sells its products to approximately 12,000 retail outlets; automotive warehouse distributors; and OES customers under customer private labels and under the Quality-Built, Talon, Xtreme, and Reliance brand names. Motorcar Parts of America, Inc. was founded in 1968 and is based in Torrance, California.
Advisors' Opinion:- [By Lawrence Meyers]
Motorcar Parts of America (MPAA) is the tiniest entry at only a $208 million market cap. It�� a bit more specialized, focusing more on alternators, starters and wheel hub assemblies. It also distributes only through the DIY stores. MPAA sits on $100 million in debt and $16 million in cash. It’s cash flow negative and trades at a P/E of 14 on long term growth of 15%. I�� stay away from this one, given the cash flow situation.
Hot High Tech Stocks To Own Right Now: Cornerstone Total Return Fund Inc (CRF)
Cornerstone Total Return Fund, Inc. (the Fund) is a closed-end, diversified management investment company. Its investment objective is to seek capital appreciation with current income as a secondary objective. The Fund may invest without limitation in other closed-end investment companies and ETFs, provided that the Fund limits its investment in securities issued by other investment companies so that not more than 3% of the outstanding voting stock of any one investment company will be owned by the Fund. It invests in sectors, such as information technology, industrial, financials, healthcare, energy, consumer discretionary and consumer staples. The Fund is managed by Cornerstone Advisors, Inc. Advisors' Opinion:- [By Dividends4Life]
According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer
Hot High Tech Stocks To Own Right Now: TCW Strategic Income Fund Inc (TSI)
TCW Strategic Income Fund, Inc. (the Fund), formerly TCW Convertible Securities Fund, Inc., incorporated on January 13, 1987, is a diversified closed-end investment management company. The Fund's investment objective is to seek a total return consisting of current income and capital appreciation by investing in convertible securities, marketable equity securities, investment-grade debt securities, high-yield debt securities, options, and securities issued or guaranteed by the United States Government, its agencies and instrumentalities (U.S. Government Securities). The Fund also invests in repurchase agreements, mortgage-related securities, asset-backed securities, money market securities and other securities.
The Fund may invest in repurchase agreements secured by U.S. Government Securities. The Fund invests in sectors, such as financial services, aerospace and defense, airlines, automobiles, banking, commercial services, electric utilities, insurance, media, utilities, biotechnology and chemicals. The Fund�� investment advisor is TCW Investment Management Company.
Advisors' Opinion:- [By Dividends4Life]
According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer
Hot High Tech Stocks To Own Right Now: YuMe Inc (YUME)
YuMe, Inc. incorporated on December 16, 2004 is engaged in providing digital video brand advertising solutions. Its technologies serve the specific needs of brand advertisers and enable them to find and target large, brand-receptive audiences across a range of Internet-connected devices and digital media properties. Its software is used by global digital media properties to monetize professionally-produced content and applications. It facilitates digital video advertising by dynamically matching relevant audiences available through its digital media property partners with appropriate advertising campaigns from its advertising customers. The Company generates revenuesby delivering digital video advertisements on Internet-connected devices.
The Company solutions are built for brand advertisers and professional digital media property owners that produce content and applications. It delivers television-like advertisements, the majority of which are primarily displayed before the chosen video content is displayed. It delivers these ads to audiences across Internet-connected devices and platforms. The Company solutions are developed on three pillars: embed, learn and deliver. The Company embeds its YuMe SDKs as part of online and mobile websites and applications residing on millions of personal computers, smartphones, tablets, Internet-connected TVs and other devices; learn include learning from that data to build its audience, and deliver include delivering ads to audiences.
Through its embedded YuMe SDKs, the Company aggregates millions of digital video viewers on over 1,500 digital media properties, across personal computers, smartphones, tablets, Internet-connected TVs and other devices. Its Audience Amplifier tool applies machine-learning technology to first party data it collects from the YuMe SDKs, in order to identify viewers within its aggregated audience.
Advisors' Opinion:- [By Jon C. Ogg]
YuMe Inc. (NYSE: YUME) is supposed to be in a hot space for digital video brand advertising solutions, but its initial public offering (IPO) is coming with some mixed fanfare. YuMe sold some 5,125,000 shares of common stock at $9.00 per share, and the company is selling all the shares itself rather than insiders and VC-backers cashing out as we have seen in so many other offerings.
- [By Wallace Witkowski]
Shares of YuMe Inc. (YUME) fell 6.2% to $6.06 on moderate volume after the video-ad company announced that Chief Financial Officer Timothy Laehy will step down May 23 and be succeeded by vice president of finance Tony Carvalho on an interim basis. YuMe also reported a first-quarter loss of 16 cents a share on revenue of $37.3 million, while analysts were looking for a 16-cent loss on revenue of $35.4 million.
- [By Lisa Levin]
YuMe (NYSE: YUME) shares fell 22.98% to reach a new 52-week low of $6.00. YuMe's trailing-twelve-month profit margin is 2.42%.
Mack-Cali Realty (NYSE: CLI) shares reached a new 52-week low of $19.12. Mack-Cali's PEG ratio is -2.63.
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