With shares of Wal-Mart (NYSE:WMT) trading around $78, is WMT an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s Movement
Wal-Mart operates retail stores in various formats around the world. The company’s slogan, “Everyday Low Prices,” is also its pricing philosophy, under which it prices items at a low price every day. Wal-Mart operates in three business segments: the Walmart U.S. segment, the Walmart International segment, and the Sam�� Club segment. It�operates retail stores, restaurants, discount stores, supermarkets, supercenters, hypermarkets, warehouse clubs, apparel stores, Sam�’s Clubs, neighborhood markets, and other small formats, as well as Walmart.com and Samsclub.com. Through its retail channels, Wal-Mart is able to provide a variety of products and services at very affordable prices to consumers and companies worldwide. For consumers and businesses looking for one location that contains a wide variety of products and services, Wal-Mart is the spot and will continue to be well into the future.
10 Best Mid Cap Stocks To Own For 2016: Conmed Corp (CNMD)
CONMED Corporation (CONMED), incorporated on February 10, 1970, is a medical technology company/ The Company emphasizes on surgical devices and equipment for minimally invasive procedures and monitoring. The Company's products are used by surgeons and physicians in a range of specialties, including orthopedics, general surgery, gynecology, neurosurgery, and gastroenterology. The Company operates in five segments: CONMED Endoscopic Technologies, CONMED Endosurgery, CONMED Electrosurgery, CONMED Linvatec and CONMED Patient Care.
Arthroscopy
The Company offers a range of devices and products for uses in arthroscopic surgery. The Company's arthroscopy products include powered resection instruments, arthroscopes, reconstructive systems, tissue repair sets, metal and bioabsorbable implants as well as related disposable products and fluid management systems. The Company also offers a line of video Endoscopy products suitable for uses in multi-specialty clinical environments beyond orthopedic arthroscopy, including laparoscopy, ear, nose and throat (ENT), gynecology and urology, as well as integrated operating room systems and equipment.
Powered Surgical Instruments
Electric, battery or pneumatic powered surgical instruments are used to perform orthopedic, arthroscopic and other surgical procedures where cutting, drilling or reaming of bone is required. Each power system consists of one or more handpieces and related accessories as well as disposable and limited reusable items (e.g., burs, saw blades, drills and reamers). Powered instruments are categorized as either small bone, large bone or specialty powered instruments. Specialty powered instruments are utilized in procedures such as spinal surgery, neurosurgery, ENT, oral/maxillofacial surgery, and cardiothoracic surgery.
The Company's line of powered instruments is sold principally under the Hall Surgical brand name, for use in large and small bone orthopedic, arthroscopic, oral/maxillofaci! al, podiatric, plastic, ENT, neurological, spinal and cardiothoracic surgeries. Large bone, neurosurgical, spinal and cardiothoracic powered instruments are sold primarily to hospitals while small bone arthroscopic, otolaryngological and oral/maxillofacial powered instruments are sold to hospitals, outpatient facilities and physicians offices.
The Company's powered instruments product line includes the MPower battery system. This orthopedic power system is specifically designed to meet the requirements of orthopedic applications. The MPower battery system allows a facility to purchase a single power system to perform total joint arthroplasty, trauma, arthroscopy, and small bone procedures. The system also provides a multitude of battery technologies to meet the varying needs of hospitals worldwide.
Electrosurgery
The use of electrosurgical units and associated surgical tools is commonplace in the hospital surgical suite, surgery centers, clinics and physician offices. Electrosurgery is routinely used to cut and coagulate tissue and small vessels in open and laparoscopic procedures using energy produced through radio frequency (RF) technology. Electrosurgery can be used in almost all surgical procedures including specialties, such as general, gynecology, orthopedics, cardiology, thoracics, urology, neurology, and dermatology. The Company�� portfolio consist of energy-based products is the Argon Beam Coagulation (ABC) technology. ABC technology combines the use of argon gas and electrosurgical energy to allow the surgeon to produce a surface coagulation which results in less tissue damage.
Patient Care
The Company's patient care product line includes a line of vital signs and cardiac monitoring products, including pulse oximetry equipment and sensors, electrocardiogram (ECG) electrodes and cables, cardiac defibrillation and pacing pads and blood pressure cuffs. The Company also offers a line of suction instruments and tubing for use in the! operatin! g room, as well as a line of intravenous (IV) products for use in the critical care areas of the hospital.
Endosurgery
Endosurgery (also referred to as minimally invasive surgery or laparoscopic surgery) is surgery performed without a incision. The Company's Endosurgical products include the Reflex and PermaClip clip appliers for vessel and duct ligation, Universal S/I (suction/irrigation) and Universal Plus laparoscopic instruments and specialized suction/irrigation electrosurgical instrument systems for use in laparoscopic surgery. The Company also offers cutting and dilating trocars, suction/irrigation accessories, laparoscopic scissors, dissectors and graspers, active electrodes, insufflation needles and linear cutters and staplers for use in laparoscopic surgery. The Company's disposable skin staplers are used to close large skin incisions with surgical staples, thus eliminating the time consuming suturing process. CONMED Endosurgery also offers a uterine manipulator called VCARE for use in increasing the efficiency of laparoscopic hysterectomies and other gynecologic laparoscopic procedures.
Endoscopic Technologies
The Company offers a line of minimally invasive diagnostic and therapeutic products used in conjunction with procedures, which requires flexible endoscopy. The Company's principal customers include gastrointestinal (GI) endoscopists, pulmonologists, and nurses who perform both diagnostic and therapeutic endoscopic procedures in hospitals and outpatient clinics.
The Company's primary focus is to identify, develop, acquire, manufacture and market differentiated medical devices, which improve outcomes in the diagnosis and treatment of gastrointestinal and pulmonary disorders. The Company's diagnostic and therapeutic product offerings for GI and pulmonology include mucosal management devices, forceps, scope management accessories, bronchoscopy devices, dilatation, stricture management devices, hemostasis, biliary devices, and ! polypecto! my.
The Company competes with Smith & Nephew, plc, Arthrex, Inc., Stryker Corporation, ArthroCare Corporation, Johnson & Johnson: DePuy Mitek, Inc., Biomet, Inc., Medtronic, Inc. Midas Rex and Xomed, Synvasive Technology, Inc., Synthes, Inc., MicroAire Surgical Instruments, LLC, Zimmer Holdings, Inc., Covidien Ltd.; Valleylab, Medline Industries, Inc., ERBE Elektromedizin GmbH, Megadyne, Kendall, 3M Company, Ethicon Endo-Surgery, Inc, U.S.Surgical, Boston Scientific Corporation, Wilson-Cook Medical, Inc, Olympus America, Inc. and STERIS Corporation.
Advisors' Opinion:- [By ovenerio]
In the medical devices business (83% of FY 13 sales), the company competes with good health care companies such as Johnson & Johnson (JNJ), C.R. Bard (BCR) and ConMed (CNMD).
- [By James Brumley]
Shares of MDT stock have fallen 6% since their early January peak, but have been in an uptrend since late 2011 … one of the few stocks in the medical device world that has been rock-solid in a rocky environment.
Medical Devices: ConMed Corp. (CNMD)With a market cap of only $1.2 billion, ConMed Corp. (CNMD) isn’t exactly a household name. That doesn’t mean CNMD stock can’t be a potent addiction to a portfolio, though.
- [By Seth Jayson]
Margins matter. The more CONMED (Nasdaq: CNMD ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong CONMED's competitive position could be.
10 Best Supermarket Stocks To Watch For 2015: Microsoft Corporation(MSFT)
Microsoft Corporation develops, licenses, and supports a range of software products and services for various computing devices worldwide. The company?s Windows & Windows Live Division segment offers PC operating system that primarily includes Windows 7 and Windows Vista operating systems; Windows live suite of applications and Web services; and Microsoft PC hardware products. Its Microsoft?s Server and Tools segment provides Windows Server operating systems, Windows Azure, Microsoft SQL Server, SQL Azure, Windows Intune, Windows Embedded, Visual Studio, Silverlight, system center products, Microsoft consulting services, and product support services. This segment also offers enterprise consulting services; and training and certification to developers and information technology professionals, as well as builds standalone and software development lifecycle tools for software architects, developers, testers, and project managers. The company?s Online Services Division segment provides online information and content through Bing, MSN portals, and adCenter, as well as Atlas online tools for advertisers. Its Microsoft Business Division segment offers Microsoft office; Microsoft Exchange; Microsoft SharePoint; Microsoft Lync; Microsoft Dynamics ERP and CRM; and Microsoft Office Web Apps, as well as office 365, an online service, offering Microsoft Office, Exchange, SharePoint, and Lync. The company?s Entertainment and Devices Division segment provides Xbox 360 entertainment platform, which includes the Xbox 360 gaming and entertainment console, Kinect for Xbox 360, Xbox 360 video games, Xbox LIVE, and Xbox 360 accessories; Mediaroom, an Internet protocol television software; and Windows Phone that provide Microsoft Office and Xbox LIVE functionality. It markets and distributes its products and services through original equipment manufacturers, distributors, and resellers, as well as through online. Microsoft was founded in 1975 and is headquartered i n Redmond, Washington.
Advisors' Opinion:- [By Steve Symington]
Shares of Barnes & Noble (NYSE: BKS ) soared more than 23% Thursday after a TechCrunch report�revealed Microsoft (NASDAQ: MSFT ) may offer a $1 billion bid to buy the remaining stake it doesn't already own in the companies' joint Nook Media venture. Microsoft stock, for its part, ended the day lower by around 1%.
- [By Matt Thalman]
Microsoft (NASDAQ: MSFT ) was also a big winner, as shares rose 2.23%. The increase came after the company announced that it would be adding Google (NASDAQ: GOOG ) Chat to its Outlook.com service. Microsoft has been attempting to attract customers away from Google, and this move should help with those efforts. Shares of Google were also higher by more than 1% and today's announcement should truly be seen as a positive for both companies. Microsoft can now offer customers a service that was previously unavailable on such a platform, while Google can continue to gain users, even if it's through a competitor's service. �
- [By Chris Hill]
Microsoft (NASDAQ: MSFT ) and Pizza Hut have teamed up to launch a new "Create Your Pizza" app that allows gamers to order a pizza directly from their Xbox consoles. What does the move mean for Microsoft? What does the move mean for Pizza Hut? In this installment of Motley Fool Money, our analysts talk about the unusual partnership.
- [By Evan Niu, CFA]
Now Microsoft (NASDAQ: MSFT ) is preparing to get in the 7-inch game, according to a recent report from The Wall Street Journal. Insiders say that a 7-inch Surface is set to enter production later this year, which is a relatively recent development since last year Microsoft had no plans for such a device. The WSJ report is but the latest piece of evidence pointing toward Microsoft's inevitable move downmarket.
10 Best Supermarket Stocks To Watch For 2015: Viacom Inc. (VIA)
Viacom Inc. operates as an entertainment content company in the United States and internationally. The company connects with audiences through compelling content on television, motion picture, online, and mobile platforms. It operates in two segments, Media Networks and Filmed Entertainment. The Media Networks segment provides entertainment content and related branded products to advertisers, content distributors, and retailers in various distribution platforms, such as television, online, and mobile devices, as well as through consumer products. It operates approximately 200 TV channels, and digital and mobile TV properties, which include MTV, VH1, CMT, Logo, BET, CENTRIC, Nickelodeon, Nick Jr., TeenNick, Nicktoons, Nick at Nite, COMEDY CENTRAL, TV Land, SPIKE, Tr3s, Paramount Channel, VIVA, and others, as well as a casual games business that includes Web sites, such as AddictingGames.com and Shockwave.com. In addition, this segment operates BET Networks, which provide en tertainment, music, news, and public affairs programming to the African-American audience; and BET channel, CENTRIC, BET Gospel, and BET Hip Hop, as well as BET.com, an online destination that offers content and interactive features for news, music, community, culture, and other areas to African-Americans. The Filmed Entertainment segment produces, finances, and distributes motion pictures and other entertainment content under the Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films, and Nickelodeon Movies brands. It also acquires films for distribution, as well as distributes motion pictures and other entertainment content on DVD and Blu-ray, video-on-demand, subscription video-on-demand, pay and basic cable television, broadcast television, and syndicated television platforms. This segment has a library of approximately 3,300 motion pictures and television programs. The company is headquartered in New York, New York. Viacom, Inc. (NasdaqGS :VIAB) operates independently of CBS Corporation as of Dec! ember 31, 2005.
Advisors' Opinion:- [By Lawrence Meyers]
Was that the sound of a whip cracking? Or of Nazis being melted by vengeful spirits rising out of the Ark of The Covenant? No, the sound you hear is more akin to a feast, as Walt Disney (DIS) gobbles up the Indiana Jones franchise, which was sold by Viacom (VIA) subsidiary Paramount Pictures. This bodes extremely well for Disney stock.
- [By Rick Aristotle Munarriz]
Lloyd Bishop/NBCU Photo Bank/Getty ImagesStephen Colbert (left) practices his network performance with Jimmy Fallon. From a fallen dot-com darling scoring a rare hat trick to a discount retailer discounting its headcount, here's a rundown of the week's smartest moves and biggest blunders in the business world. CBS (CBS) -- Winner David Letterman is leaving his late-night talk show next year, and CBS allowed only a week to pass between that announcement and naming his replacement. Stephen Colbert will take over "The Late Show." It may seem like a gutsy call. Colbert's satirical skewering of political conservatives is polarizing, even if his talk show persona is unlikely to embrace the character that made him a Comedy Central late-night star. It's still an attention-grabbing announcement and one that should benefit CBS as well as its sister company and Comedy Central parent Viacom (VIA). Time Warner (TWX) -- Loser "Game of Thrones" kicked off its highly anticipated fourth season on Time Warner's (TWX) HBO on Sunday, but it wasn't just the show's power-hungry characters that were out for blood. Online users were incensed to find an outage on HBO Go preventing them from watching the premiere for several hours. HBO Go has been a major component of the premium movie channel's success in recent years, included at no additional cost with HBO subscriptions to justify the platform's high cost relative to Netflix (NFLX) and other growing streaming video services. Subscribers expect reliability when they're paying up for a premium service, and they just didn't get it. A big reason why this outage is making news -- as HBO Go subscribers had to stay off social media to avoid spoilers -- is because there was a similar disruption last month during HBO's "True Detective." Yelp (YELP) -- Winner Yelp may not be very popular with its investors, nor with some irate merchants, but it got some love from Wall Street this week. Three analyst firms -- Oppenheimer, SunTrust and
- [By Rick Aristotle Munarriz]
Alamy Companies can make brilliant moves, but there are also times when things don't work out quite as planned. From a software giant's dream CEO candidate telling them to keep dreaming, to the world's consumer tech leader at last getting its smartphone into the hands of the world's largest wireless carrier, here's a rundown of the week's best and worst results in the business world. Amazon.com (AMZN) -- Winner The leading online retailer was a loser in last week's column after its reputation took a hit in Europe. But it bounced back this week after Jeff Bezos went on "60 Minutes" Sunday and offered up a future of drone-shipped deliveries. We need to be realistic. A fleet of unmanned drones delivering shiny new Kindle Fire tablets isn't going to happen anytime soon. However, Bezos has once again positioned Amazon.com on the leading edge of e-tail. The maneuver got the media talking about Amazon, and that's free advertising during peak shopping season -- even if the drones never land on your doorstep. J.C. Penney (JCP) -- Loser The struggling department store chain can't seem to catch a break. It had initially encouraged investors by posting a 10.1 percent improvement in comparable-store sales for the month of November -- only the chain's second positive month since the end of 2011. However, investors lost their enthusiasm when comparing that showing to the nearly 32 percent plunge in comparable-store sales during last year's holiday quarter. In short, J.C. Penney still has a long way to go. Things got even more complicated on Thursday when the retailer revealed that it had received a letter of inquiry from the SEC. The trading regulator wants to take a closer look at J.C. Penney's liquidity and financial statements. It's just an inquiry, but it only creates more uncertainty. Chinese Internet Stocks -- Winners Investing in China's expanding Internet naturally carries a fair amount of political risk, but the world's most populous nation became a bit more at
- [By Eric Bleeker, CFA]
Paramount, a subsidiary of�Viacom� (NASDAQ: VIA ) , was right to expect the worst from�World War Z.�Despite the presence of a strong leading man in Brad Pitt and the ability to ride a zombie phenomenon that's led to�Walking Dead�becoming the break-out hit of cable TV, the film has long looked troubled. After executives first screened the movie, they famously deemed the last third of the movie so incoherent (and bleak) that the entire last 40 minutes of the film was reshot. The end result was terrible buzz around the film and a production budget reportedly clocking in around $190 million.�
10 Best Supermarket Stocks To Watch For 2015: Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)
Nuveen Tax-Advantaged Total Return Strategy Fund operates as a diversified and closed-end management investment company. The fund primarily invests in dividend-paying common stocks. It also invests in senior loans, U.S corporate bonds, notes and debentures, convertible debt securities, as well as high yield debt securities. Its portfolio primarily includes investments in oil and gas, diversified telecommunication, services, diversified financial services, tobacco, insurance, aerospace and defense, metals and mining, commercial banks, electric utilities, thrifts and mortagage finance, and paper and forest product sectors. Nuveen Tax-Advantaged Total Return Strategy Fund was organized in 2003 and is based in Chicago, Illinois.
Advisors' Opinion:- [By Dividends4Life]
According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer
10 Best Supermarket Stocks To Watch For 2015: Clearbridge Energy MLP Fund Inc (CEM)
ClearBridge Energy MLP Fund Inc. (the Fund) is a non-diversified, closed-end management investment company. The Fund�� investment objective is to provide a high level of total return with focus on cash distributions. The Fund seeks to achieve its objective by investing primarily in master limited partnerships (MLPs) in the energy sector. Under normal market conditions, the Fund will invest at least 80% of its managed assets in MLPs in the energy sector (the 80% policy). Entities in the energy sector are engaged in the business of exploring, developing, producing, gathering, transporting, processing, storing, refining, distributing, mining or marketing of natural gas, natural gas liquids (including propane), crude oil, refined petroleum products or coal. Legg Mason Partners Fund Advisor, LLC is the Fund�� investment manager and ClearBridge Advisors, LLC is the Fund�� subadviser. Advisors' Opinion:- [By Robert Abbott]
For OTEX, this includes five distinct groups of services:
Enterprise Content Management (ECM), which includes records management, archiving, and email services Business Process Management (BPM), including software for analyzing and optimizing business processes Customer Experience Management (CEM), includes software that integrates internal and external content to enhance the ��ustomer experience�� Information Exchange (iX), "...a set of offerings that facilitate efficient, secure, and compliant exchange of information inside and outside the enterprise." Discovery, which includes the indexing, navigation, and retrieval of information in databases (for a fuller description of these segments, see the 10-K Report for 2014).As of June 30, 2014 it employed about 8,000, including 2,000 in cloud services, 1,900 in product development and 1,400 in sales and marketing.
10 Best Supermarket Stocks To Watch For 2015: UBS AG (UBSN.VX)
UBS AG, incorporated on February 28, 1978, is a client-focused financial services company that offers a combination of wealth management, asset management and investment banking services on a global and regional basis. UBS AG is the parent company of the UBS Group (Group).The operational structure of the Company consists of the Corporate Center and four business divisions: Wealth Management & Swiss Bank, Wealth Management Americas, Global Asset Management and the Investment Bank. As of December 31, 2011, the Company operated about 877 business and banking locations worldwide, of which about 42% were in Switzerland, 42% in the Americas, 11% in the rest of Europe, Middle East and Africa, and 5% in Asia-Pacific. During the year ended December 31, 2011, it completed acquisitions in Global Asset Management and in the equities business of the Investment Bank. In November 2011, investment management responsibility for a private equity fund of funds was transferred to Global Asset Management from Wealth Management & Swiss Bank. In October 2011, Global Asset Management acquired ING Investment Management Limited business in Australia. In July 2011, the infrastructure and private equity fund of funds businesses were transferred from its alternative and quantitative investment area to its infrastructure investment area. In January 2011, investment management responsibility for a multi-manager alternative fund was transferred to Global Asset Management from Wealth Management & Swiss Bank.
Wealth Management
Wealth Management provides wealthy private clients with financial advice, products and tools to fit their individual needs. As of December 31, 2011, Wealth Management had presence in over 40 countries and approximately 200 wealth management and representative offices, half of which are outside Switzerland, mostly in Europe, Asia Pacific, Latin America and the Middle East. During 2011, the Company had CHF 750 billion of invested assets. The Company offers products and services to private! clients, focusing in particular on the ultra-high-net-worth (clients with investable assets of more than CHF 50 million) and high-net-worth client segments (clients with investable assets between CHF 2 million and CHF 50 million). In addition, it also provides wealth management solutions, products and services to financial intermediaries. Wealth Management has a presence in over 40 countries and approximately 200 wealth management and representative offices, half of which are outside Switzerland, mostly in Europe, Asia Pacific, Latin America and the Middle East.
The Company�� Global Financial Intermediaries (Global FIM) business serves approximately 1,700 asset managers. It provides its clients with the financial advice, products and tools. The Company�� clients can trade a range of financial instruments from single securities, such as equities and bonds, to various investment funds, structured products and alternative investments. Additionally, it offers structured lending, corporate finance and wealth planning advice on client needs, such as funding for education, inheritance and succession. For its ultra high net worth clients, it offers institutional-like servicing that provides access to its Investment Bank and Global Asset Management offerings. Wealth Management also gives clients access to the knowledge, and product and service offerings from Global Asset Management and the Investment Bank, complemented by an open product platform providing access to an array of products from third-party providers.
The Company competes with Credit Suisse, Julius Bar, HSBC, Deutsche Bank, JP Morgan, Citigroup, Barclays and Unicredit.
Retail & Corporate
The Company delivers financial products and services to its retail, corporate and institutional clients. The Retail & Corporate unit is a core element of UBS Switzerland�� universal bank delivery model. As of December 31, 2011, the Company had a network of around 300 branches, 1,250 automated teller machines! , self-se! rvice terminals and customer service centers, alongside e-banking and mobile banking. The Company�� retail clients have access to offering, including cash accounts, payments, savings and retirement solutions, investment fund products, residential mortgages, as well as life insurance and advisory services. It provides financing solutions to its corporate clients, offering access to capital markets (equity and debt capital), syndicated and structured credit, private placements, leasing and traditional financing. The Company�� transaction banking offers solutions for payments and cash management services, trade and export finance, receivable finance, as well as global custody solutions to institutional clients.
The Company competes with Credit Suisse, Raiffeisen and PostFinance.
Wealth Management Americas
Wealth Management Americas provides advice-based relationships through its financial advisors, who deliver a range of wealth management solutions. On December 31, 2011, the business division had CHF 709 billion in invested assets. Wealth Management Americas consisted of branch networks in the United States, Puerto Rico and Canada, with 6,967 financial advisors as of 31 December 2011. Most corporate and operational functions of the business division are located in the home office in Weehawken, New Jersey. In the United States and Puerto Rico, Wealth Management Americas operates through direct and indirect subsidiaries of UBS AG. Securities and operations activities are conducted primarily through two broker-dealers, UBS Financial Services Inc. and UBS Financial Services Incorporated of Puerto Rico. Its banking services in the United States include those conducted through the UBS AG branches and UBS Bank USA, a federally regulated Utah bank, which provides Federal Deposit Insurance Corporation (FDIC) insured deposit accounts. It includes the domestic US business, the domestic Canadian business and international business booked in the United States.
Ca! nadian we! alth management and banking operations are conducted through UBS Bank (Canada). The Company�� include wealth accumulation and preservation, income generation and portfolio diversification. The Company�� advisors work closely with internal consultants in areas, such as wealth planning, portfolio strategy, retirement and annuities, alternative investments, managed structured products, banking and lending, equities, and fixed income accounts, structured products, banking and lending, equities, and fixed income retirement and annuities, alternative investments, managed accounts, structured products, banking and lending, equities, and fixed income. It also offers lending and cash management services, such as securities-backed lending, the resource management account, FDIC-insured deposits, mortgages and credit cards. For corporate and institutional clients, it offers a range of solutions, including equity compensation, administration, investment consulting, defined benefit and contribution programs and cash management services. It offers a range of equity and fixed income instruments.
The Company competes with Bank of America, Morgan Stanley and Wells Fargo.
Global Asset Management
The Company serves third-party institutional and wholesale clients and the clients of UBS�� wealth management businesses. The Company�� fund services unit, a global fund administration business, provides professional services, including legal fund set-up, accounting and reporting. Invested assets totaled CHF 574 billion and assets under administration were CHF 375 billion on December 31, 2011. Global Asset Management serves third-party institutional and wholesale clients, and the clients of UBS�� wealth management businesses. Global Asset Management�� business lines include traditional investments (equities, fixed income and global investment solutions); alternative and quantitative investments; global real estate; infrastructure and private equity, and fund services.
Global ! investment solutions offer asset allocation, currency, multi-manager, structured solutions, risk advisory and strategic investment advisory services. Alternative and quantitative investments has two primary business lines-Alternative Investment Solutions (AIS) and O��onnor. AIS offers a range of hedge fund solutions and advisory services, including multi-manager strategies. O��onnor is a provider of single-manager global hedge funds. Global real estate manages real estate investments globally and regionally within Asia, Europe, Switzerland and the United States. Infrastructure and private equity manages direct infrastructure investment and multi-manager infrastructure and private equity strategies for both institutional and high net worth investors. Infrastructure asset management manages direct investments in core infrastructure assets worldwide. Fund services, the global fund administration business, provides professional services, including legal set-up, reporting and accounting for retail and institutional investment funds, hedge funds and other alternative products.The Company competes with Fidelity Investments, AllianceBernstein Investments, BlackRock, JP Morgan Asset Management and Goldman Sachs Asset Management.
Investment Bank
The Investment Bank provides a range of products and services in equities, fixed income, foreign exchange and commodities to corporate and institutional clients, sovereign and government bodies, financial intermediaries, alternative asset managers and UBS�� wealth management clients. The Investment Bank has three business areas: equities, fixed income, currencies and commodities (FICC), and the investment banking department. The Company operates through branches and subsidiaries of UBS AG. Securities activities in the United States are conducted through UBS Securities LLC, a broker-dealer. Securities research provides investment analysis across a range of asset classes of more than 3,400 companies worldwide.
The ! Company p! articipates in the primary and secondary markets for cash equity and equity-related products, including listed options, structured products, equity-linked securities, swaps, futures and over-the-counter (OTC) derivative contracts. Cash equities provide clients with liquidity, investment advisory, trade execution and related consultancy services. It offers trade execution for single stocks and portfolios, including capital commitment, block trading, small-cap execution and commission management services. In addition, it also provides clients with a range of electronic trading algorithms and analytical tools. Derivatives and equity-linked provides a range of flow, structured, synthetic and equity-linked products with worldwide access to primary and secondary markets.
Prime services offer brokerage business, including clearing and custody, capital consultancy, financing, securities lending and equity swaps execution. The FICC business area delivers products and solutions to corporate, institutional and public-sector clients in all markets, as well as to private clients via targeted intermediaries. Macro consists of the foreign exchange, money market and interest rate sales and trading businesses, as well as cash and collateral trading. It provides a range of foreign exchange, precious metals, treasury, and liquidity management solutions to institutional and private clients via targeted intermediaries. Credit sales and trading consists of the origination, underwriting, trading and distribution of cash and synthetic products across the credit spectrum - bonds, derivatives, notes and loans.
The investment banking department provides advice and a range of capital markets execution services to corporate clients, financial institutions, financial sponsors, sovereign clients and hedge funds. The Company also provides liquidity in local markets across foreign exchange, credit, rates and structured products. The advisory group assists in acquisitions and sale processes, and also advises on! reviews ! and corporate restructuring solutions. Global capital markets is a joint venture with the securities business. It offers financing and advisory services that cover all forms of capital raising, as well as risk management solutions. Global leveraged finance provides event-driven (acquisition, leveraged buyout) loans, and bond and mezzanine leveraged finance to corporate clients and financial sponsors.
The Company competes with Bank of America/Merrill Lynch, Barclays Capital, Citigroup, Credit Suisse, Deutsche Bank, Goldman Sachs, JP Morgan Chase and Morgan Stanley.
Advisors' Opinion:- [By Paul Vigna]
After rising as high as 1897 intraday, the S&P 500 took a straight dive down, and is now bouncing and churning around this key support level. The index tested it briefly at the open, falling to 1841.95, bounced off it again, then came back to it again. The day’s low, so far, is 1839.92. UBS's(UBSN.VX) Art Cashin puts the critical range between 1837-1840. John O’Hara at FBN thinks the market is going to churn in the 1820-1840 area this week, and test that lower boundary. “That would be a good set-up for a rally into week’s end,” he wrote.
- [By Telis Demos]
UBS AG(UBSN.VX) has named a new head of its U.S. group that works on complex stock financings and investments for companies and wealthy individuals.
10 Best Supermarket Stocks To Watch For 2015: Trans Global Group Inc (TGGI)
Trans Global Group Inc. are engaged in direct dial international long-distance service from the United States for commercial customers through two switches owned and operated in Kansas and Las Vegas. Advisors' Opinion:- [By Peter Graham]
Small cap green stocks Hybrid Coating Technologies, Inc (OTCBB: HCTI), Pan Global Corp (OTCMKTS: PGLO) and Trans Global Group Inc (OTCMKTS: TGGI) have been getting some attention lately in various investment newsletters or alerts with two of these stocks also being the subject of some paid promotions. But will these small cap green stocks actually deliver some green in the form of greenbacks for investors? Let�� take off the green eyeshades and take a closer look:
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