Agilent Technologies (NYSE: A) reported its second quarter results showing adjusted net income that exceeded analysts’ estimates, but revenues that missed expectations.
For the current quarter Agilent has reported a non-GAAP net income of $269 million ($0.77 per share) compared to $222 million in the previous quarter and $275 million year-ago quarter. The non-GAAP income estimate reported does not include acquisition-related costs, cost of restructuring, amortization of more »
Whitney George of small-cap value-focused Royce Funds recently wrote about finding value in a challenging market. He pointed out the technology space, particularly the unloved pick and shovel type companies that support the “cloud.”
George is Royce Funds co-chief investment officer, partnering with company founder Charles Royce. The duo are steadfast in their approach, no matter what the market is doing. This can lead to periods of underperformance more »
In the financial universe, large-caps receive the most focus from investors, which often leaves their smaller peers less efficiently priced. Expectedly, hedge funds seek to take advantage of this phenomenon by dedicating their research teams to work on the market’s lesser-known companies.
Interestingly, our analysis at Insider Monkey shows that the most popular small-cap stocks among hedge funds can earn about 120 basis points of alpha per month. Best more »
Cash flow is an important indicator of business operation efficiency, and it is more reliable than earnings in terms of valuing a business, as it is less manipulated. Free cash flow is the amount of cash available to the company after all necessary capital expenditures. Thus, I would be quite excited with companies trading at low Price/Free Cash Flow ratio. In addition, if the cash flow was generated without more »
Agilent Technologies (NYSE: A), a leading service provider of bio-analytical and electronic measurement solutions recently released its fourth quarter earnings. The company has shown an increase of 50 basis points (bps) in its gross margin from the year ago-quarter due to efficient cost management, but company's pessimism about its future earnings in its conference call is a source of worry. I beleive operating in a cyclical industry with its more »
I think that Agilent (NYSE: A) is a great barometer of a cyclical companies willingness to undergo capital expenditures. If companies are expanding CapEx then they will need to invest in test and measurement instrumentation. With this in mind Agilent’s recent results and commentary were not exactly encouraging. I want to break them down and see the areas of relative strengths/weaknesses with reference to Agilent’s and other more »
Shares in Agilent Technologies Inc (NYSE: A) have risen by around 30% since shortly before Christmas as the market in scientific and technical instruments stocks has been given a re-rating by rumors of a bid for Ilumina by Roche, and then confirmation of the bid on Jan. 24. Agilent shares are currently trading around $43, and the mean 12 month price target from analysts researching the stock is $48.86 more »
(with apologies to the late Sonny Bono, and to Cher)
The beat goes on, the beat goes on
Drums keep pounding a rhythm to the brain
The grocery store's the super mart, uh huh
Little girls still break their hearts, uh huh
And men still keep on marching off to war
Electrically they keep a baseball score
And the beat goes on…
Grandmas sit in chairs and reminisce
Boys more »
When an investor feels strongly that a stock is going to make a big move, using leverage is a worthwhile tool to maximize one’s return (granted he knows the potential downside risks). Therefore, I like to see if there is abnormal options activity as that is one of the best leveraging tools around. Here were stocks on Jan. 19 that caught my eye.