Welcome!

News Feed Item

The Zacks Analyst Blog Highlights: Natural Gas Services, Sanmina, Green Dot, Gilead Sciences and Verizon

CHICAGO, Aug. 11, 2014 /PRNewswire/ -- Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include the Natural Gas Services (NYSE:NGS-Free Report), Sanmina Corp. (Nasdaq:SANM-Free Report), Green Dot Corp. (NYSE:GDOT-Free Report), Gilead Sciences (Nasdaq:GILD-Free Report) and Verizon (NYSE:VZ-Free Report).

Zacks Investment Research, Inc., www.zacks.com

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Friday's Analyst Blog:

Market Strategy: Play Energy & IT

August is here. This deep summer month started us off with investors taking profits, using worry on the Russia-Ukraine-Europe tug of war as an excuse to sell. Here at Zacks, we areforward focused on the underlying fundamental outlook for S&P 500 earnings in 2015.  

In excerpts from the Zacks August Market Strategy report, shared below, we provide an up-to-date S&P 500 "fair value" calculation based on 2015 earnings, and labor productivity insight from the San Fran Fed.  

Finally, don't miss our three top-down Zacks Rank stock picks in the final section!

Zacks August Outlook on the S&P 500

After range-bound winter and spring trading, a low volume summer melt-up turned markets around. Lately, profit taking has taken a toll. In August, we surmise low volume markets melt up on a full year 2015 landscape. What's invisible becomes visible in fits and starts. Fair value quants play 'leapfrog' each summer. 2014 disappears and 2015 appears.

Outside Zacks, bottoms-up strategists for 2015 priced S&P 500 earnings at $132.50 a month ago. Post Q2 earnings reports, this rose to $133.80. Tie on a 15 forward P/E to do simple math.

Hence, 2000 (+/- 10 points) on the S&P 500 is fair value into fall.

The Fed Looks Into Labor Productivity

"Labor productivity, or inflation-adjusted output per hour worked, is an important factor underpinning the sustainable speed limit for the economy.

  • From the early 1970s through 1995, productivity in the business sector rose only about 1½% per year.
  • In the next eight years, through 2003, that pace more than doubled. Considerable evidence links that acceleration to the production and use of information technology (IT).
  • However, over the past decade, productivity growth has returned to roughly its pre-1995 pace of about 1½%."

-- San Fran "Fed" View in Mid-July.

Zacks August Sector/Industry/Company Telescope

In August, the North American oil production build is on. Add to that, facts that consumers globally are stepping up to buy Consumer Electronics. Global businesses are spending more on IT to drive up productivity and connectivity. Semiconductors lead all major Zacks Rank industries. That can only imply global IT strength on spending, both consumer IT and business IT.  

(1) Energy is a Very Attractive sector. The big integrated oil & gas companies lead the way in August, followed by E&P, Alternate Sources and Drillers. There are no unattractive energy industries in late summertime.

COMPANY TO LOOK AT: Natural Gas Services (NYSE:NGS-Free Report) -- It manufactures, fabricates, sells, rents and services natural gas compressors that enhance the productivity of natural gas wells.

(2) Info Tech is Very Attractive. The biggest leader of ALL industries is the semiconductor industry. Computer Software-services also looks attractive.

COMPANY TO LOOK AT: Sanmina Corp. (Nasdaq:SANM-Free Report) -- It provides electronics contract manufacturing services.

(3) Financials are Attractive. The leader is Investment Banking & Brokering, with much M&A activity to fund. Insurance has more cyclical upside to play with.  Banks-Major, Finance, and Real Estate remain at market.

COMPANY TO LOOK AT: Green Dot Corp. (NYSE:GDOT-Free Report) -- The company is the largest provider of prepaid debit card products and prepaid reloading services in the U.S.

(4) Health Care is Attractive. The leader is Medical Care, as enrollments in Health insurance are much higher now. Drug and Medical Products are market perform. A strong Gilead Sciences (Nasdaq:GILD-Free Report) report is masking a lot of sideways performance.

(5) Industrials are Market. Leaders are in Railroads and Aerospace & Defense. Laggards are in Pollution Control and Electrical Machinery.

(6) Consumer Discretionary is Market to Unattractive sector. This spend your income group has just one outperformer: the Consumer Electronics industry. There are new deep underperformers like Home Furnishing-Appliance, and Leisure Services to note. Those industries used to lead. Now they lag.

(7) Materials are Unattractive. The Container & Glass industries rest at market perform. That's the best spot here.

(8) Consumer Staples is a Very Unattractive sector. Stay away from Food, Food & Drug Retail, and Soaps & Cosmetics in particular. Want the attractive industry here? Just Beverages.

(9) Telcos are Very Unattractive. Take out Verizon (NYSE:VZ-Free Report) and sector EPS stinks.

(10) Utilities are Very Unattractive. The best industry, Gas Distributors is market perform.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today.

About Zacks

Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978. The later formation of the Zacks Rank, a proprietary stock picking system; continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros.

Get the full Report on NGS - FREE

Get the full Report on SANM - FREE

Get the full Report on GDOT - FREE

Get the full Report on GILD - FREE

Get the full Report on VZ - FREE

Follow us on Twitter: http://twitter.com/zacksresearch

Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
[email protected]
http://www.zacks.com

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.

Logo - http://photos.prnewswire.com/prnh/20101027/ZIRLOGO

SOURCE Zacks Investment Research, Inc.

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
"Qosmos has launched L7Viewer, a network traffic analysis tool, so it analyzes all the traffic between the virtual machine and the data center and the virtual machine and the external world," stated Sebastien Synold, Product Line Manager at Qosmos, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
"Coalfire is a cyber-risk, security and compliance assessment and advisory services firm. We do a lot of work with the cloud service provider community," explained Ryan McGowan, Vice President, Sales (West) at Coalfire Systems, Inc., in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life sett...
An IoT product’s log files speak volumes about what’s happening with your products in the field, pinpointing current and potential issues, and enabling you to predict failures and save millions of dollars in inventory. But until recently, no one knew how to listen. In his session at @ThingsExpo, Dan Gettens, Chief Research Officer at OnProcess, discussed recent research by Massachusetts Institute of Technology and OnProcess Technology, where MIT created a new, breakthrough analytics model for ...
Keeping pace with advancements in software delivery processes and tooling is taxing even for the most proficient organizations. Point tools, platforms, open source and the increasing adoption of private and public cloud services requires strong engineering rigor - all in the face of developer demands to use the tools of choice. As Agile has settled in as a mainstream practice, now DevOps has emerged as the next wave to improve software delivery speed and output. To make DevOps work, organization...
SYS-CON Events announced today that Dataloop.IO, an innovator in cloud IT-monitoring whose products help organizations save time and money, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Dataloop.IO is an emerging software company on the cutting edge of major IT-infrastructure trends including cloud computing and microservices. The company, founded in the UK but now based in San Fran...
Successful digital transformation requires new organizational competencies and capabilities. Research tells us that the biggest impediment to successful transformation is human; consequently, the biggest enabler is a properly skilled and empowered workforce. In the digital age, new individual and collective competencies are required. In his session at 19th Cloud Expo, Bob Newhouse, CEO and founder of Agilitiv, drew together recent research and lessons learned from emerging and established compa...
20th Cloud Expo, taking place June 6-8, 2017, at the Javits Center in New York City, NY, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy.
Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
DevOps is being widely accepted (if not fully adopted) as essential in enterprise IT. But as Enterprise DevOps gains maturity, expands scope, and increases velocity, the need for data-driven decisions across teams becomes more acute. DevOps teams in any modern business must wrangle the ‘digital exhaust’ from the delivery toolchain, "pervasive" and "cognitive" computing, APIs and services, mobile devices and applications, the Internet of Things, and now even blockchain. In this power panel at @...
"We are a leader in the market space called network visibility solutions - it enables monitoring tools and Big Data analysis to access the data and be able to see the performance," explained Shay Morag, VP of Sales and Marketing at Niagara Networks, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
"We analyze the video streaming experience. We are gathering the user behavior in real time from the user devices and we analyze how users experience the video streaming," explained Eric Kim, Founder and CEO at Streamlyzer, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
In his session at Cloud Expo, Robert Cohen, an economist and senior fellow at the Economic Strategy Institute, provideed economic scenarios that describe how the rapid adoption of software-defined everything including cloud services, SDDC and open networking will change GDP, industry growth, productivity and jobs. This session also included a drill down for several industries such as finance, social media, cloud service providers and pharmaceuticals.
Extracting business value from Internet of Things (IoT) data doesn’t happen overnight. There are several requirements that must be satisfied, including IoT device enablement, data analysis, real-time detection of complex events and automated orchestration of actions. Unfortunately, too many companies fall short in achieving their business goals by implementing incomplete solutions or not focusing on tangible use cases. In his general session at @ThingsExpo, Dave McCarthy, Director of Products...
@DevOpsSummit at Cloud taking place June 6-8, 2017, at Javits Center, New York City, is co-located with the 20th International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long developm...