ExactTarget Inc. (ET) is a provider of cross channel interactive marketing solutions based in Indianapolis, IN. The company went public in November of 2012 at $19 and on June 4, 2013 received a $33.75 cash tender offer from Salesforce.com, a global leader in cloud computing based CRM software. The two companies had partnership agreements in the past, and this combination represents Saleforce.com's largest acquisition to date. The $2.5 billion offer, which came at a premium of over 50% to the previous close of ExactTarget shares, closed on July 12, 2013 for an annualized return of 1.74%.�
From Mario Gabelli's third quarter 2013 commentary.
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Hot Dividend Stocks For 2015: Dollar Tree Inc.(DLTR)
Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.
Advisors' Opinion:- [By David Kerr]
On July 28, Dollar Tree (DLTR) announced that it will be buying rival Family Dollar for a total of $9.2 billion (including debt). Icahn had originally suggested that Family Dollar be bought out by leader Dollar General, but shortly after stated that the recent announcement of the retirement of Dollar General�� CEO would cause disruptions in his plan of merging the two companies. The announced deal gives Dollar Tree over 13,000 stores in the 48 states and Canada, as well as more than $18 billion in sales. This pushes Dollar Tree above and beyond major rival Dollar General, which last year had $17.5 billion in sales and 11,338 current locations. There has also been much talk about the impact this merger will have on the giant Wal-Mart (WMT), which generally focuses on low-income consumers by offering more items for under $1.
- [By Teresa Rivas]
Dollar General (DG) ended up on news it may bid for Family Dollar (FDO), which also logged gains at the expense of its current suitor, Dollar Tree (DLTR). Walgreen (WAG) gave up earlier gains on its July sales update to end the day in the red
- [By reports.droy]
As the competitive ground in dollar-stores intensifies in the U.S., the No. 3 dollar-store, Dollar Tree�(DLTR), first placed a bid to acquire Family Dollar for $8.5 billion. This created some tension among the top brass of Dollar General who placed a counter-bid of $9 billion (excluding debt) for Family Dollar ��knowing well that if Family Dollar accepted the bid, then it would become a giant with over 13,000 stores in North America with the revenue swelling to over $18 billion.
Hot Valued Companies To Watch In Right Now: Caterpillar Inc.(CAT)
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.
Advisors' Opinion:- [By Matt Thalman]
Another big loser was Caterpillar (NYSE: CAT ) , which lost 0.76% of its value today. One reason shares may have moved lower was the report that the U.S. trade deficit widened more than expected in May. Economists had expected the deficit to hit $40.1 billion, but it came in much higher at $45 billion. The report indicated that exports decayed, which reflects slow or stagnant growth in major markets such as China and Europe. While Caterpillar does derive a large portion of its revenue from the U.S., the company needs other economies to be performing well, or it will suffer. �
Hot Valued Companies To Watch In Right Now: Tupperware Corporation(TUP)
Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, household products company Tupperware Brands (NYSE: TUP ) has earned a coveted five-star ranking.
- [By Johanna Bennett]
Corporate earnings took a back seat today to the Fed�� latest policy decision. Still, quarterly financial results, and other news sent shares of McCormick & Co. (MKC) and Tupperware (TUP), falling during regular market hours�Here�� a rundown of several of today�� moves:
- [By Arie Goren]
After running this screen on May 21, 2013, before the markets' open, I discovered the following eight stocks: Sunoco Logistics Partners LP (SXL), Leggett & Platt Inc (LEG), Copa Holdings SA (CPA), RPC Inc. (RES), Tupperware Brands Corp. (TUP), Herbalife Ltd. (HLF), John Wiley & Sons Inc. (JW.A) and C.H. Robinson Worldwide Inc. (CHRW).
Hot Valued Companies To Watch In Right Now: Schlumberger N.V.(SLB)
Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.
Advisors' Opinion:- [By Ben Levisohn]
Morgan Stanley’s Ole Slorer and Igor Levi explain why�Schlumberger (SLB) could gain more than 70%:
Getty ImagesSchlumberger�guided earnings to grow at a 17-20% [compound annual growth rate] to $9-10/sh by 2017, ahead of our current estimate of a 15% [compound annual growth rate]. However, the company�� estimates are based on just a 6% industry spending growth level, which is about in line with our long-term expectations of 4-6%.
Schlumberger has historically converted 30% of its EBITDA or 75% of [earnings per share] into free cash flow, meaningfully above that of its peers, while trading at a�free cash flow yield of 2-4%.� Currently shares are trading at the high-end of the range making valuation compelling. Applying a conservative 3.5% yield to the company�� 2017 EPS estimate of $9-10/sh, its 75%�free cash flow conversion and discounting it back 2 years at 10%, we arrive at our new $168 PT. If�Schlumberger is able to bring this growth 6-12 months forward and its�free cash flow yield approaches its historical 3% average, we arrive at our $200 bull case.
While Schlumberger has a free-cash-flow yield of about 3.5%, Cameron International’s (CAM) and Dril-Quip’s (DRQ) are just over 3% and�FMC Technologies‘ (FTI) is just under 3%. Halliburton (HAL) has a free-cash-flow yield of just over 1%.
Shares of Schlumberger have gained 2.1% to $116.19 at 2:06 p.m., while Cameron has doped 0.78% to $66.71, Dril-Quip has fallen 1.1% to $105.62, FMC Technologies has declined 2.2% to $60.20 and�Halliburton is up 0.2% at $69.57.
- [By Paul Ausick]
Oilfield services giant Schlumberger Ltd. (NYSE: SLB) saw short interest rise 12.5% to 14 million shares, about 1% of Schlumberger�� float. The largest oilfield services company reported fourth-quarter results last week and posted higher EPS and revenues than it did a year ago.
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