Archive for April, 2008

Aflac’s Results Get A Lift From Japanese Sales

Wednesday, April 30th, 2008

Most people probably think of a white talking duck when they hear the name Aflac. ()

But investors who’ve been tracking the insurance provider also may think of a track record of steady profit growth.

The Columbus, Ga.-based company has increased its annual earnings for at least the past eight years. It has a five-year earnings per share growth rate of 14% and the kind of low EPS Stability Rating that long-term investors covet: 2.

Last week Aflac reported Q1 profit of 98 cents a share, up 20% from the same year-ago period and 2 cents above expectations. That was its best growth in 11 quarters.

Sales grew 14% for the biggest increase in 13 quarters. Sales in Japan rose 5%; U.S. sales climbed 0.4%.

The firm’s 11.1% after-tax profit margin was the highest level in more than four years.

Aflac expects to earn roughly $3.95 to $4.09 a share this year. Analysts are looking for an upwardly revised $4 a share in ‘08.

More fund managers have been buying the insurer’s shares. At the end of Q1, 407 funds held a position, up from 356 in Q1 ‘07.

An up/down volume ratio of 1.1 also suggests increased demand for shares.

The stock marked a record high on Jan. 10 before giving in to market pressure. It fell 15% from its high to the bottom of the base, where it found support at its 40-week moving average.

The mild pullback, compared to the S&P 500’s 20% decline, underscores Aflac’s strength. The stock cleared the 65.10 buy point of a cup with handle March 31.

It’s near the 68.91 buy point from a pullback to the 10-week average.

to view an Excel spreadsheet of the screen below with expanded data.

Long-Term Investor Screen

Symbol Company Name EPS
Stability
Rating EPS
Rating Additional
Research
Ansys Inc 2 97
Covance Inc 2 89
Becton Dickinson & Co 2 79
Ametek Inc 3 92
Idexx Laboratories Inc 3 87
Northern Trust Corp 3 86
Amphenol Corp Cl A 4 94
Emerson Electric Co 4 88
Danaher Corp 4 86
Bard C R Inc 4 80
Harsco Corp 5 92
Varian Medical Systems 5 82
Hewlett-Packard Co 6 93
Questar Corp 6 90
C H Robinson Worldwide 6 90
Fastenal Co 7 92
Smith International 7 91
Blackrock Inc 8 94
Schlumberger Ltd 8 91
Google Inc 11 98
C S X Corp 11 96
Halliburton Company 11 89
General Cable Corp 12 99
Parker-Hannifin Corp 12 92
Gamestop Corp Cl A 13 95
Monsanto Co 14 97
Atwood Oceanics Inc 19 99
National Oilwell Varco 20 98

This screen excludes stocks under $25 and average daily volume less than 350,000 shares. Sorted by EPS Stability Rating and then EPS Rating. to view an Excel spreadsheet of this screen with expanded data. Your computer should have Excel 5.0 or a later version to view the spreadsheet. Data as of Monday, April 28, 2008 1:50 p.m. Pacific time.

Arby’s owner buys Wendy’s in stock deal / After 2 rejections, it will get fast-food chain for $2.34 billion

Wednesday, April 30th, 2008

(04-25) 04:00 PDT Columbus, Ohio —

After two rejections, the owner of Arby’s roast beef sandwich restaurants is buying Wendy’s, the fast-food chain famous for its made-to-order square hamburgers and Frosty dessert, for about $2 billion.

Triarc Cos. Inc., which is owned by billionaire investor Nelson Peltz, said Thursday that it will pay about $2.34 billion in an all-stock deal for the nation’s third-largest hamburger chain started in 1969 by Dave Thomas. Wendy’s had rejected at least two buyout offers from Triarc.

Thomas’ daughter Pam Thomas Farber said the family was devastated by the news.

“It’s a very sad day for Wendy’s, and our family. We just didn’t think this would be the outcome,” said Farber, 53.

If her father were alive to hear news of the buyout, “he would not be amused,” she said.

Thomas became a household face when he began pitching his burgers and fries in television commercials in 1989.

Wendy’s International Inc. deferred comment to Triarc in Atlanta, which had nothing further to say right away.

Triarc will pay about $26.78 per share for the company, which has about 87 million shares outstanding. The price is a premium of 6 percent from the company’s closing price of $25.32 Wednesday.

Under the terms of the deal, which is expected to close in the second half of the year, shareholders will receive 4.25 shares of Triarc Class A stock for each share of Wendy’s stock they own.

Triarc said its shareholders will have to approve a charter amendment in which each share of its Class B stock will be converted into Class A stock.

The Wendy’s board has been studying strategic alternatives since early last year, and expenses related to that contributed to the company’s 72 percent drop in first-quarter earnings announced Thursday.

Wendy’s said its profit was $4.1 million (5 cents per share) for the quarter that ended March 30, compared with a profit of $14.7 million (15 cents) a year ago. Revenue was $513 million, down from $522 million a year ago.

Sales have slid in a struggling economy that has hurt other restaurant chains, too.

The deal caps three chaotic years for Wendy’s, in which it has sold or spun off operations, slashed its corporate staff and had its wholesome image tarnished by a woman who falsely claimed she found part of a finger in her chili.

Triarc said it will also change its name to include the Wendy’s name.

Pushed by activist shareholders, Wendy’s spun off its Tim Hortons coffee-and-doughnut chain and sold its money-losing Baja Fresh Mexican Grill. Chairman and CEO Jack Schuessler abruptly retired in March 2006, months after a woman and her husband were sentenced to prison for extortion for their plot in March 2005 to plant part of a human finger in a bowl of chili at a San Jose Wendy’s restaurant and claiming it was served to her.

Farber said the family didn’t think much of Peltz’ and Triarc’s tactics.

“They came after them (Wendy’s) and came after them and came after them. They spun Tim Hortons off, they did this, they did that. They did everything they asked but it wasn’t enough.”

Farber said she had just gotten off the phone with her sister Wendy, 46, the company’s namesake.

“She’s feeling horrible. She just is devastated,” Farber said.

Farber said the family had a supported a bid led by Wendy’s franchisee David Karam, president of Cedar Enterprises Inc.

“We knew what Dave Karam’s commitment was to Wendy’s, his family’s commitment - just as ours. His dad was a very good friend of our dad’s and was one of the very first franchisees, so there’s a lot of history.”

Peltz, who runs the Trian Fund, and his allies own 9.8 percent of Wendy’s stock. Arby’s has more than 3,000 restaurants.

Thomas, who died in 2002, opened his first restaurant in a former steakhouse on a cold, snowy Saturday in downtown Columbus on Nov. 15, 1969. He named the chain after his 8-year-old daughter Melinda Lou - nicknamed Wendy by her siblings.

Wendy’s, based in suburban Dublin, Ohio, operates about 6,600 restaurants in the United States and abroad. It trails McDonald’s and Burger King Holdings Inc. in the burger business.

Forwards Gain Retail Appeal

Wednesday, April 30th, 2008

The anecdotal evidence for surging retail interest in forex is cropping up everywhere. Moreover, investors are no longer even limiting themselves to the spot market, utilizing derivatives to speculate on future exchange rates. In the UK, for example, 10% of investors intending to purchase real estate in the EU are utilizing forward agreements to hedge their exposure to the Euro, which has risen 10% against the Pound since the beginning of 2008. Evidently, prospective home buyers are hoping that the Euro returns to 2007 levels, which would significantly lower the cost of buying property there. However, if the Euro continues to appreciate, such investors could end up losing more than they bargained for. Homes Worldwide reports:

Even the movement in the markets over a couple of days can make the difference between owning a property and no longer being able to afford it.

Read More:

Stocks Decline As Fed Effect Fades

Wednesday, April 30th, 2008

Indexes drifted lower in light trading to end near the bottoms of the session’s ranges.

HMOs continued to tumble, and a broad range of industries lost ground. Oil prices pegged midday highs above $110 a barrel.

The NYSE composite dipped 0.7% and the Nasdaq 0.5% by the end of the day. Financials, transports, energy and telecommunications all took solid hits.

The S&P 500 skidded 0.9%, the Dow 0.4%.

Preliminary data showed volume well below Tuesday’s busy trading.

The market’s bearish reversal was a disappointing follow-up to Tuesday’s surge. Still, the lower volume meant institutional investors didn’t unload shares in huge quantities.

Airlines were among the hardest-hit industry groups, nailed by ballooning oil prices, a Southwest Airlines () decision to ground 44 aircraft, and a sector downgrade from JPMorgan.

Refiners were also slammed by pricey oil. The Internet content group saw the day’s healthiest performance, up about 2%.

Humana () tumbled 6.50 to 40.88, weighing heavily on the S&P 500 in a second day of heavy-volume losses. Humana’s 24% drop on Tuesday followed profit warnings from peer WellPoint (). Today’s 13% drop followed Humana’s significantly reduced Q1 and full-year outlooks.

Immucor () plunged 6.59 to 20.96. A maker of blood test systems used by hospitals, clinics and labs, the company said it had agreed to pay $117 million for Warren, N.J.-based BioArray Solutions. The company said the acquisition could cut its earnings by 20-23 cents a share in the first year.

On the upside, Caterpillar () plowed up 2.64 to 75.25 after reiterating its full-year earnings guidance and putting its revenue outlook at the upper end of previous forecasts. The company cited demand for its heavy earth-moving and construction equipment in emerging markets. The stock reclaimed its 40-week line for the first time in 14 weeks.

Russian steel producer Mechel () jumped 5.66 to 135.25. Shares are up 39% for the year and just below their March 5 record. Other steel producers also posted gains, lifting the group about 1% for the day.

3:15 p.m. Update: Indexes Turn Mixed In Late Trading

By VINCENT MAO

Stocks continued to pare gains and turned mixed in late trading Wednesday.

At 2:50 p.m. EDT, the Nasdaq was up 0.7%, the Dow 0.5%, and S&P 500 0.2%. Meanwhile, the NYSE composite eased 0.1%.

Turnover was still tracking lower on both exchanges.

The SPDR Financial ETF () reversed lower, dipping 0.11 to 25.07 after being up as much as 25.91. Financials were the big winners in Monday’s market rally.

Herbalife () gained 2.10, or 5%, to 46.60. Earlier, the nutrition and weight-management company etched a new peak. The stock made the IBD 100 this week at No. 76. Herbalife recently delivered a 34% jump in Q4 profit and raised its full-year outlook.

IHS () tacked on 2.15, or 5%, to 46.65. The provider of data and advisory services reports first-quarter results on March 19.

On the downside, LG Display () gapped down 2.27, or 9%, to 22.31 in huge trade. Shares slumped on news that Philips Electronics () was selling 23 million shares of the South Korean maker of liquid crystal flat-panel displays. Philips has been gradually reducing its stake in the joint venture.

1:15 p.m. Update: Stocks Pull Back In Midday Trading

By VINCENT MAO

The major stock indexes were off their morning highs but still sported good gains midday Wednesday.

At 12:40 p.m. EDT, the Dow and Nasdaq were up 0.7% each. Both were off their session-best 1.2%. Meanwhile, the S&P 500 rose 0.3% and the NYSE composite 0.2%.

It was encouraging to see the market make headway and not give back its heady gains from Monday. But volume was tracking lower on both exchanges. An increase in volume would bolster the day’s advances.

Advancers beat decliners by 17-to-13 on the NYSE and about 4-to-3 on the Nasdaq.

Apparel and Internet groups were among the day’s top performers. HMOs and oil-related were some of the worst groups. Airlines also took heat after JPMorgan downgraded a number of carriers and cut their earnings estimates.

Some oil-related issues shook off the pullback in crude. The April contract edged down 17 cents to $108.58 a barrel.

Hess () rallied 3.34 to 100.20 in fast trade. The oil and gas producer passed a 99.36 buy point of a 10-week cup-with-handle pattern. Volume was tracking about 80% above average.

Chart Industries () rose 0.93 to 36.23. The maker of gas production and storage equipment announced a Middle East joint venture to make equipment for the energy industry. Chart broke out of a double-bottom base Feb. 28 and has been holding above the 33.10 buy point.

Investment Technology Group () jumped 2.07, or 5%, to 47.73. That pushed the financial brokerage and technology firm above its 50-day moving average. On Monday, the company reported an 18% increase in February trading volume.

On the downside, Arena Resources () reversed lower and shed 1.68 to trade at 38.97. The Tulsa, Okla., firm reports earnings Thursday. Analysts see profit surging 118% to 37 cents a share.

11:15 a.m. Update: Stocks Grapple Higher In Weak Trade

By ALAN R. ELLIOTT

Stocks were marching higher at 10:55 a.m. EDT, tacking on some gains to Monday’s Fed-inspired surge.

The NYSE composite managed a 0.2% gain, and the Nasdaq moved up 0.5%. Financials led the NYSE’s upside, while energy stocks dipped on backtracking oil prices. The Nasdaq’s biotech index posted a 1.1% gain. The S&P 500 had edged 0.3% higher and the Dow rose 0.6%.

Advancers led decliners by about 4-to-3 and volume was sharply lower on both exchanges.

Markets traded up and down across Asia. Stocks in Tokyo and Hong Kong rose on optimism over the effort by global central banks to boost liquidity. The Hang Seng in Hong Kong added 1.9%. Tokyo’s Nikkei 225 ended with a 1.6% gain after jumping 3% in early trading. But the Shanghai composite slipped 2.3% to a seven-month low.

Stocks also rose in the U.K. and Europe. The CAC-40 in Paris rose 1.4%.

April crude futures slipped $1.20 to $107.55 a barrel as weekly data showed a much bigger-than-expected rise in crude oil inventories

S&P 500 component United Health Group () dropped 2.87 to 35.37 a second session of losses one day after Standard & Poor’s downgraded the health maintenance organization to hold. The HMO group also took a collective hit Tuesday after WellPoint () lowered its Q1 and full-year guidance. United Health slipped to its lowest point since October 2004.

On the upside, China-based Internet search engine provider Baidu.com () added 9.14 to 269.53. The second day of gains lifted shares to just below both the 50- and 200-day moving averages. The stock is 37% below its November high.

10:15 a.m. Update: Stocks Mostly Flat In Early Trade

By VINCENT MAO

The major stock indexes were little changed early Wednesday.

At 9:55 a.m. EDT, the Nasdaq and NYSE composite were each down 0.2%. The S&P 500 lost 0.1% and the Dow was mostly unchanged.

Volume was tracking sharply lower on both exchanges.

JA Solar Holdings () gapped above its 200-day moving average. Shares rallied 1.16 to 15.74 . Before the open, the maker of solar cells reported Q4 earnings of 9 cents a share, up from 7 cents the prior year and in line with views. Sales ramped up $144.2 million, easily above views. But the stock is recovering from a 52% correction.

Homex () rose 0.71 to 56.89. The Mexican home builder announced a $250 million share buyback. Homex recently found support near its 50-day moving average and 200-day moving average.

Boston Beer () gapped up and vaulted 4.80, or 13% to 40.61 in heavy trading. Late Tuesday, the company delivered better-than-expected Q4 earnings and sales. Results were boosted by higher prices and lower discounts.

On the downside, T-3 Energy Services () dropped 2.44, or 5%, to 49.26. The provider of oil field products and services reported Q4 earnings a penny above views, but sales fell shy of expectations.

9:15 a.m Update: Stocks Headed For Mixed Open

By VINCENT MAO

Stock futures pointed to a mixed open Wednesday following the prior session’s huge rally.

Nasdaq futures rose 5 points vs. fair value, S&P 500 futures slipped a fraction of a point and Dow futures fell 5 points.

Crude oil eased 13 cents to $108.62 a barrel, ahead of the weekly energy report due out at 10:30 EDT. On Tuesday, oil hit nearly $110 a barrel.

Caterpillar () climbed 2% in pre-market trading. The construction and mining equipment maker reaffirmed its full-year forecast of 5% to 15% growth in earnings and a 5% to 10% rise in sales. It expects 2010 revenue to approach $60 billion, up from a previous forecast of at least $50 billion.

Humana () plunged 23% in pre-open trading. The HMO cut its full-year profit outlook to a range of $4 to $4.25 a share, down from $5.35 to $5.55 previously.

Late Monday, WellPoint () slashed its earnings guidance due to rising medical costs, lower-than-expected enrollment and a challenging economic environment. Shares fell 3% in the pre-market.

Take-Two Interactive Software () jumped 5% in the pre-open. Late Tuesday, the video game maker said Q1 losses widened to 41 cents a share from 14 cents a year earlier. That was still better than estimates for a loss of 51 cents. It also guided Q2 income from $1 to $1.10 a share vs. views of $1.04.

For the full fiscal year Take-Two expects to earn $1.35 to $1.55 vs. estimates of $1.35. Its highly anticipated Grand Theft Auto IV hits store shelves April 29. Last month, the company rejected a $2 billion buyout offer from rival Electronic Arts (). Shares of EA slipped 2% in the pre-open.

Thornburg Mortgage () surged 37% in the pre-open after Bear Stearns upgraded the troubled lender to peer perform from outperform.

SHIP TRAFFIC

Wednesday, April 30th, 2008

SHIP TRAFFIC
Due to arrive today
SHIP FROM PORT/BERTH
HELSINKI EXPRESS LONG BEACH OAK/58
HANJIN BOSTON LONG BEACH OAK/55
SINGAPORE EXPRESS LONG BEACH OAK/58
SIBULK INITIATOR UNKNOWN SFO/ANC9
Due to depart today
SHIP DEST PORT/BERTH
HANJIN BOSTON SEATTLE OAK/55
HELSINKI EXPRESS VNCVR CAN OAK/58