R&D Stocks: 2 Letters That Could Boost Your Trading Results ...

Each Friday I share with you the global trends that are taking off like wildfire in the investment world. And I often remind you to do your own due diligence before adding any sector or stock to your investing account.

Now, research may sound like a tedious task or an extra step to add to your already busy day. But while you don’t have to spend nine or 10 hours a day like I do — poring over journals, analyst reports and huge databases — my goal is to give you a running start in identifying promising investments

There’s nothing I enjoy more than discovering high-potential stocks in industries whose research turns into products that improve how we interact … add length and quality to our lifespans … and create technologies that save us time, effort and money. And if they have the potential to make us money, even better!

I’m still waiting for my "Jetsons"-like flying car, but because I do so much research, I appreciate organizations that give high priority to this tedious but critical background work that makes tomorrow’s technologies (and profits) possible sooner than we ever could have dreamed.

So today, I want to bring you my best "research" ideas … specifically, companies that devote a big chunk of their revenue to research and development, or R&D — two little letters that could change your trading and investing results.

This week I filtered a database of U.S.-listed securities, including ADRs of foreign-domiciled firms, My goal was to identify firms with these characteristics in their most recent fiscal year …

• At least $1 billion in revenue, and

• R&D spending of at least 6% of fiscal revenue

The table below shows you the biggest R&D spenders in percentages of revenue for selected industries.

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Internal Sponsorship

I sorted the list to show the most research-intensive industry leaders at the top. I’m confident some of them will show top investment results as their research pays off in the future.

Future-Focused Companies
R&D Leaders in Selected Industries

Click on the chart to see the full data.
Data Source: Morningstar

As you review these research-intensive stocks, keep in mind what really drives stock prices …

Expectations!

As I said in a recent column, history can help us evaluate companies and their management teams. An accurate snapshot of a company’s current condition is helpful, too.

But by far the major factor in determining its price is future growth expectations …  and companies that reinvest revenue in R&D are working to optimize those expectations.

Biotechnology is the classic illustration. Virtually every firm in the biotech industry devotes a double-digit percentage of revenue to R&D.

In fact, some well-funded startups ring up R&D expenditures far exceeding their still-embryonic product sales. Many startups would be on this table if they met the $1 billion revenue requirement.

Some Surprising Results

Until I thought about it, I was surprised to see computer gaming and multimedia at second place. I’m not a gamer myself, but I appreciate the amazing software these companies produce.

On the multimedia side — designing applications for smartphones, intelligent TVs, wearable devices, tablets and such — this group wins by hitting the books.

The semiconductor industry, as you might expect, is high on the list, but I didn’t expect to see Facebook (FB) near the top of the list. It makes sense, though — they company’s "social" growth depends on heavy investment to adapt its platform to smartphones and digital devices.

Since I know how many hours my Uncommon Wisdom Daily colleagues and I spend on research, I wondered why the "asset management" industry is missing from the list. Maybe this explains the sub-par results of so many traditional money managers.

Similarly, if R&D spawns growth, why aren’t the chemical and petroleum industries re-investing their impressive revenue in research? In fact, they are, but financial statements generally don’t categorize the huge investments in exploration and drilling as "R&D" expenditures.

I might feel a bit more comfortable aboard airliners if someone in the aerospace industry spent more on R&D. It may be another accounting quirk, or because not every listed company is included in the database I used for this study.

Geographically, the United States seems to be holding its own. Only two foreign-domiciled companies show up in the table: Japan’s Canon (CAJ) and Netherlands-based diagnostics and research firm Qiagen (QGEN).

Research Giants!

And, as far as absolute dollar amounts devoted to R&D, the dozen super-heavyweights are:

All these companies allocate major bucks to R&D! In my eyes, they’re investing in the future.

That means they are worth some research from investors like us. I look for companies like these in Global Trend Trader because research usually pays off!

Happy hunting!

Rudy Martin

P.S. James DiGeorgia just put the finishing touches on his newest research report detailing a credible threat to the U.S. economy. Some called James crazy when he predicted the tech wreck of 2000 … the housing and banking bust of 2007 … $1,000 gold and $100 oil … and more. But now, he’s eyeing oil at $117, with a straight shot to $250 if one man gets his way. Get the details now before it’s too late.

Rudy Martin, editor of Global Trend Trader, is the President at Acamar Global Investments, with 25 years of experience serving institutions and high net-worth individuals.

Rudy started his investment career in 1983, co-managing a $2 billion private investment portfolio for Transamerica. Later, he went on to Wall Street as an equity analyst for Dean Witter and traveled globally, serving major institutional equity investors. In 1995, he joined Fidelity Investments as a Senior Investment Analyst for a series of multibillion-dollar fund portfolios.

During his career, Rudy has received awards for institutional investing and is widely quoted in the financial press and on television about topics related to global investing and emerging markets. For more information on Global Trend Trader click here.

Source: http://www.uncommonwisdomdaily.com/rd-stocks-2-letters-that-could-boost-your-trading-results-17262
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Apple has hired Angela Ahrendts, the current CEO of Burberry, to head up its retail efforts.

Apple has hired Angela Ahrendts, the current CEO of Burberry, to head up its retail efforts. Could Macs get any more fashionable?

Read more...

Source: http://feeds.gawker.com/~r/gizmodo/full/~3/SivK_B88MUc/apple-has-hired-angela-ahrendts-the-current-ceo-of-bur-1445478686
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'Final Fantasy VII' port is 'years' away on iOS and Android because it's too big, says producer

Final Fantasy VII is "years" away from release on iOS and Android devices because "phones won't be able to contain the space it takes," Square Enix producer Takashi Tokita explained to Shacknews. The maximum size allowed for iOS games on the App Store is two gigabytes; Tokita told Shacknews that Final Fantasy VII is "over a gigabyte." The game's recent PC re-release weighed in at more than 3GB, meaning it would brush up against even the Google Play Store's limit of 4GB per app.

Square Enix has been resistant to the idea of remaking Final Fantasy VII in the past, making it clear that it wanted to top its classic RPG in quality before looking backwards. Modern phone processing power is certainly up to the task of replicating Playstation graphics: it is currently possible — though illegal — to play the game through an emulator on an Android device.

The PC re-release of 'Final Fantasy VII' weighed in at more than three gigabytes

Tokita's comments come after the producer mooted the possibility of remaking Final Fantasy VII for iOS earlier this month. While discussing Final Fantasy VI's impending release, he told Kotaku that if the project to port Final Fantasies I to VI to iOS and Android went well, he and his team "would like one day to be able to work with VII." That day now seems further off than expected.

Source: http://www.theverge.com/gaming/2013/10/15/4839254/final-fantasy-7-remake-years-off-ios-android-too-big
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Employ more workers and get tax credits - Business - Jamaica ...

To promote employment, the Jamaican Government said companies of all nature which increase the number of workers during fiscal year 2013/2014 will be allowed a tax credit equal to a percentage of the payroll levies for new employees.

That is one of the specific elements to be included in the Omnibus Tax Incentives Act, a bill for which is expected to be tabled in Parliament by the end of October as part of the four-year loan agreement between Jamaica and the International Monetary Fund (IMF).

Sustained and rising unemployment has been a central theme in Jamaica's letters of intent from Finance and Planning Minister Dr Peter Phillips to IMF Managing Director Christine Lagarde, and dated April 17 and September 13, this year.

In the April memorandum of financial and economic policies, the Government pointed out that unemployment has increased from 12 per cent at end-October 2010 to 13.7 per cent at end-October 2012. The Statistical Institute of Jamaica reported that its April 2013 labour force survey shows the unemployment rate at 16.3 per cent.

The Tax Incentives Act will implement a rule-based regime for limited tax incentives that will replace all existing schemes under which discretionary and statutory waivers and other tax benefits to businesses are granted.

In its updated memorandum of economic and financial policies sent to the IMF, the Government said all incentives outside the Omnibus Tax Incentive Act will be explicitly cancelled by that legislation, which will become the only source of such inducements.

According to the memorandum, the Omnibus Act will stipulate that new incentives will take the form of tax credits for personal and corporate income taxes only. Incentives will be defined as the amount credited against the corporate income tax and personal income tax in any fiscal year.

No Ministerial Discretion

Companies choosing grandfathering - using pre-existing incentives schemes - will not be entitled to new incentives or lowered effective corporate income-tax rates until those grandfathered incentives have expired.

The Omnibus Act will provide that there will be no ministerial discretion in granting tax incentives.

Incentives provided under the Urban Renewal Programme will be maintained. Existing ones for venture capital investment will be kept "at this stage", but will be subject to a review that has been initiated recently, the memorandum said.

It said that for pioneer 'mega' projects that are growth enhancing, specific tax credits could be provided in the context of the budget, with parliamentary approval up to an overall annual cap of 0.25 per cent of gross domestic product "on this expenditure."

The existing regime for the establishment and operation of export free zones "will be maintained at this stage," the memorandum said.

However, it added that "this regime will be subject to review to ensure compliance with commitments to the WTO (World Trade Organisation) and to ensure that the covered enterprises will be subject to CIT (corporate income tax) on profits."

mcpherse.thompson@gleanerjm.com

Laws to be affected by the Omnibus Tax Act

The Omnibus Incentives Act will repeal the following pieces of legislation: The Cement Industry (Encouragement and Control) Act, The Export Industry Encouragement Act, The Foreign Sales Corporation Act, The Hotels (Incentives) Act, The Industrial Incentives Act, The Industrial Incentives (Factory Construction) Act, The International Finance Companies (Income Tax Relief) Act, The International Finance Corporation Agreement Act, The Motion Picture Industry (Encouragement) Act, The Petroleum Refining Industry (Encouragement) Act, The Resort Cottages (Incentives) Act and The Shipping (Incentives) Act.

The Government said tax relief provisions under the Income Tax Act, which provide for deduction for additional workers, and tax relief for prescribed agricultural activity, are also to be repealed.

The following incentives are to be retained: The Urban Renewal (Tax Relief) Act, The Jamaica Export Free Zones Act, The Bauxite and Alumina Industries (Encouragement) Act (regulation of bauxite mining and alumina production), The Bauxite and Alumina Industries (Production Levy) Act (imposition of production levy and power to remit or refund the levy), The Bauxite and Alumina Industries (Special Provision) Act (exemptions from transfer tax, stamp duties and fees; income tax credited against production levy; income tax may be required to be paid in US dollars), and Sections 36A, 36B and 36C of the Income Tax Act (tax relief for approved venture capital company).

Source: http://jamaica-gleaner.com/gleaner/20131009/business/business4.html
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Analysis: Brand-hungry LVMH seeks new niche as Vuitton flags

By Astrid Wendlandt and Pascale Denis

PARIS (Reuters) - Neverfull - the name of Louis Vuitton's best-selling handbag - sums up well its parent LVMH: even if it snapped up all of the world's last remaining independent luxury brands, it would still have room for more.

The French group's insatiable appetite for acquisitions has been tolerated by investors while its cash cow Louis Vuitton, which contributes half of group profit, grew revenues at a rate of more than 10 percent in the past two decades.

But this year Vuitton's sales growth halved as it failed to anticipate consumers' move away from logo-branded luxury goods, Chinese demand cooled and it put the brake on expansion. Uncertainty about the brand's future growth heightened further last week when a source close to LVMH said Vuitton's star designer Marc Jacobs was leaving.

With Vuitton in intensive care, investors are taking a harsher look at LVMH's other brands and growing concerned it will take years for them to provide alternative growth.

LVMH, the No.1 luxury goods group with more than 60 brands from Dior to Hennessy cognac, has never built a major brand from scratch and is one of the industry's worst stock market performers.

LVMH stock has nudged up just 5 percent since the start of the year, compared to a 20 percent share rise across the rest of the luxury goods sector. Meanwhile, the analyst consensus for LVMH's expected earnings per share (EPS) growth for 2013 is 6 percent, compared to 15 percent for the sector.

"LVMH has underperformed mainly because of big question marks hanging over the development strategy of Louis Vuitton," said Chicuong Dang, fund manager at French asset management firm KBL Richelieu.

Jacobs' departure, to take his eponymous own label public, is part of a series of leadership changes at Vuitton, the most significant in two decades, as it tries to reposition itself as a more exclusive, less ubiquitous brand.

In a sector where expectations of sales rather than earnings growth have tended to drive share performance, LVMH's main problem is that with Vuitton already making 7.3 billion euros in annual sales, it is too big to buy substantial growth.

Rival Kering, owner of Gucci, has been able to get a bigger boost than LVMH from its other brands such as Bottega Veneta which makes revenues of around 1 billion euros and Yves Saint Laurent with sales of nearly 500 million euros because Gucci makes half of what Vuitton makes, or 3.6 billion euros.

Comparatively, LVMH's Celine and Fendi are estimated to make around 500 million euros while fast-growing Marc Jacobs makes nearly $1 billion in annual sales including license revenues - and some of those sales would be lost in the event of an IPO.

SLOW RETURNS

LVMH is unlikely to find the answer to faster growth among its smaller fashion brands such as Berluti, Kenzo, Givenchy, Donna Karan and Loewe. Though it is plowing millions of euros into their expansion, it could take a long time for some of them to have an impact on the group's sales growth profile - if ever.

Unlike Kering, LVMH never publishes sales or profit numbers for any of its brands and analysts question the profitability and growth prospects of several of its smaller ones. LVMH has recently started investing in budding fashion labels with the hope that one day they will become global brands.

The group recently gobbled up some of the world's most exclusive luxury names - Roman jeweler Bulgari in 2011 and Italian cashmere maker Loro Piana in July. But analysts say it will have to be patient before it gets a good return on such investments, which should be higher than the 10 percent weighted average cost of capital (WACC) in the luxury sector.

HSBC estimates it could take at least 10 years for LVMH to get proper returns on capital employed from Roman jeweler Bulgari, for which it paid 4.2 billion euros in 2011- 22 times earnings before interest, tax, depreciation and amortization (EBITDA) or core earnings, way above the industry average.

Other analysts wonder if LVMH could not have better used the 2 billion euros it spent on 80 percent of Italian cashmere maker Loro Piana - valuing it 19 times core earnings - as the brand will only boost LVMH's EPS by 1 percentage point from 2014.

LVMH declined a request to be interviewed for this report. It has a policy of never commenting on share price performance.

COSMETICS KEY TO GROWTH

Given that LVMH's existing drinks, watch and jewelry businesses are also leaders in their field, there remains only one area in which LVMH could still buy growth: cosmetics.

LVMH has small beauty brands Benefit, Nude and Make Up for Ever and has developed skincare lines for Dior and Guerlain.

But the theory goes that if it bought a top skincare brand, it could leverage its network of Sephora and duty-free shops and tap into China's booming skincare market - the prize for every big cosmetics group - and into rising tourist flows in Asia.

China's premium skincare market is set to nearly double between now and 2017 to reach 6 billion euros, according to data from Euromonitor International.

Hence investors' eagerness to see LVMH piggy-back Chinese cosmetics growth via the purchase of a major cosmetics brand.

"LVMH could create a (cosmetics) brand of its own but it would gain time if it bought an already existing brand," said one LVMH associate who declined to be named.

Targets in Europe include French family-owned Clarins, Sisley, Nuxe and Spain's Natura Biss?.

LVMH's Chief Financial Officer Jean-Jacques Guiony told analysts at the group's half-year results: "Brands like Sisley and Clarins are not on the market, otherwise they could be interesting targets."

But some observers say a deal could still be on the cards.

"Of course, none of these major cosmetics brands are for sale but in luxury, nothing is ever for sale. Loro Piana also was not for sale and suddenly Arnault bought it," said one financial adviser specialized in luxury and retail companies.

While Clarins, which makes annual sales of more than 1.2 billion euros, has stated it is not for sale, its decision this year to merge its perfume business, including Azzaro and Thierry Mugler scents, with its core skincare operations has lit speculation it could be sprucing itself up for a buyer.

"Everybody expects Clarins will be put on the market," said Francois Arpels, a managing director at investment bank Bryan, Garnier & Co in Paris. He added the merger between Clarins's two units will improve margins "which would be good if there was a change in ownership."

Arpels noted that Clarins still had a relatively small presence in China and the Courtin-Clarins family, who took the business private in 2008, "have always let people know that eventually, they would be looking for a way to sell out."

The Courtin-Clarins family declined to comment. ($1 = 0.7358 euros)

(Editing by Sophie Walker)

Source: http://news.yahoo.com/analysis-brand-hungry-lvmh-seeks-niche-vuitton-flags-091252797--sector.html

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openPicus to presents the first ?Facebook Coffee Machine? at Rome Maker Faire

Home ? > ? News ? > ? openPicus to presents the first ?Facebook Coffee Machine? at Rome Maker Faire By Staff on October 2, 2013

The guys from openPicus are going to present another interesting hack involving Flyport technology and objects: this time is the turn of a coffee dispenser machine:

During the upcoming?European Maker Faire?to be held in Rome from 3 to 6 October 2013 OpenPicus will present a world exclusive: the first coffee machine that?works through Facebook.

Visitors will be able to enjoy one cup of coffee by simply bringing their smartphone and interact with the ?Facebook Coffee machine?: they will be able to tell their friends that their phone can eventually make coffee!

The coffee break becomes?a social experience?to be shared with friends, and a new way for coffee dispensing machine manufacturers to create new social promotions and interact with consumers in a truly innovative way.

?openPicus ? Blog ? Blog Archive ? PRESS RELEASE: OpenPicus presents the first ?Facebook Coffee Machine?.

Source: http://feedproxy.google.com/~r/OpenElectronics/~3/yQymjW4odXU/

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