|By PR Newswire||
|August 11, 2014 09:30 AM EDT||
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).
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.
(2) Info Tech is Very Attractive. The biggest leader of ALL industries is the semiconductor industry. Computer Software-services also looks attractive.
(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.
(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.
(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.
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.
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.
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.
SOURCE Zacks Investment Research, Inc.
Customer experience has become a competitive differentiator for companies, and it’s imperative that brands seamlessly connect the customer journey across all platforms. With the continued explosion of IoT, join us for a look at how to build a winning digital foundation in the connected era – today and in the future. In his session at @ThingsExpo, Chris Nguyen, Group Product Marketing Manager at Adobe, will discuss how to successfully leverage mobile, rapidly deploy content, capture real-time d...
May. 25, 2016 02:45 PM EDT Reads: 1,410
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, wh...
May. 25, 2016 02:30 PM EDT Reads: 1,845
IoT generates lots of temporal data. But how do you unlock its value? How do you coordinate the diverse moving parts that must come together when developing your IoT product? What are the key challenges addressed by Data as a Service? How does cloud computing underlie and connect the notions of Digital and DevOps What is the impact of the API economy? What is the business imperative for Cognitive Computing? Get all these questions and hundreds more like them answered at the 18th Cloud Expo...
May. 25, 2016 02:15 PM EDT Reads: 2,101
The cloud market growth today is largely in public clouds. While there is a lot of spend in IT departments in virtualization, these aren’t yet translating into a true “cloud” experience within the enterprise. What is stopping the growth of the “private cloud” market? In his general session at 18th Cloud Expo, Nara Rajagopalan, CEO of Accelerite, will explore the challenges in deploying, managing, and getting adoption for a private cloud within an enterprise. What are the key differences betwee...
May. 25, 2016 02:00 PM EDT Reads: 1,503
As cloud and storage projections continue to rise, the number of organizations moving to the cloud is escalating and it is clear cloud storage is here to stay. However, is it secure? Data is the lifeblood for government entities, countries, cloud service providers and enterprises alike and losing or exposing that data can have disastrous results. There are new concepts for data storage on the horizon that will deliver secure solutions for storing and moving sensitive data around the world. ...
May. 25, 2016 02:00 PM EDT Reads: 1,122
Enterprise networks are complex. Moreover, they were designed and deployed to meet a specific set of business requirements at a specific point in time. But, the adoption of cloud services, new business applications and intensifying security policies, among other factors, require IT organizations to continuously deploy configuration changes. Therefore, enterprises are looking for better ways to automate the management of their networks while still leveraging existing capabilities, optimizing perf...
May. 25, 2016 02:00 PM EDT Reads: 1,010
What a difference a year makes. Organizations aren’t just talking about IoT possibilities, it is now baked into their core business strategy. With IoT, billions of devices generating data from different companies on different networks around the globe need to interact. From efficiency to better customer insights to completely new business models, IoT will turn traditional business models upside down. In the new customer-centric age, the key to success is delivering critical services and apps wit...
May. 25, 2016 01:45 PM EDT Reads: 912
The IoT is changing the way enterprises conduct business. In his session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, discuss how businesses can gain an edge over competitors by empowering consumers to take control through IoT. We'll cite examples such as a Washington, D.C.-based sports club that leveraged IoT and the cloud to develop a comprehensive booking system. He'll also highlight how IoT can revitalize and restore outdated business models, making them profitable...
May. 25, 2016 01:30 PM EDT Reads: 2,473
The essence of data analysis involves setting up data pipelines that consist of several operations that are chained together – starting from data collection, data quality checks, data integration, data analysis and data visualization (including the setting up of interaction paths in that visualization). In our opinion, the challenges stem from the technology diversity at each stage of the data pipeline as well as the lack of process around the analysis.
May. 25, 2016 12:45 PM EDT Reads: 1,160
Designing IoT applications is complex, but deploying them in a scalable fashion is even more complex. A scalable, API first IaaS cloud is a good start, but in order to understand the various components specific to deploying IoT applications, one needs to understand the architecture of these applications and figure out how to scale these components independently. In his session at @ThingsExpo, Nara Rajagopalan is CEO of Accelerite, will discuss the fundamental architecture of IoT applications, ...
May. 25, 2016 12:45 PM EDT Reads: 906
Cloud-based NCLC (No-code/low code) application builder platforms empower everyone in the organization to quickly build applications and executable processes that broaden access, deepen collaboration, and enhance transparency for all team members. Line of business owners (LOBO) and operations managers know best their part of the business and their processes. IT departments are beginning to leverage NCLC platforms to empower and enable LOBOs to lead the innovation, transform the organization, an...
May. 25, 2016 12:00 PM EDT Reads: 1,648
SYS-CON Events announced today that ContentMX, the marketing technology and services company with a singular mission to increase engagement and drive more conversations for enterprise, channel and SMB technology marketers, has been named “Sponsor & Exhibitor Lounge Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York City, New York. “CloudExpo is a great opportunity to start a conversation with new prospects, but what happens after the...
May. 25, 2016 11:00 AM EDT Reads: 840
@DevOpsSummit taking place June 7-9, 2016 at Javits Center, New York City, and Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 18th International @CloudExpo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world.
May. 25, 2016 11:00 AM EDT Reads: 3,285
SYS-CON Events announced today that MangoApps will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. MangoApps provides modern company intranets and team collaboration software, allowing workers to stay connected and productive from anywhere in the world and from any device. For more information, please visit https://www.mangoapps.com/.
May. 25, 2016 10:15 AM EDT Reads: 387
SYS-CON Events announced today the Docker Meets Kubernetes – Intro into the Kubernetes World, being held June 9, 2016, in conjunction with 18th Cloud Expo | @ThingsExpo, at the Javits Center in New York, NY. Register for 'Docker Meets Kubernetes Workshop' Here! This workshop led by Sebastian Scheele, co-founder of Loodse, introduces participants to Kubernetes (container orchestration). Through a combination of instructor-led presentations, demonstrations, and hands-on labs, participants learn ...
May. 25, 2016 10:00 AM EDT Reads: 1,837