With shares of Boeing (NYSE:BA) trading around $100, is BA 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
Boeing�is an aerospace company. The company operates in five segments: Commercial Airplanes, Boeing Military Aircraft, Network & Space Systems, Global Services & Support and Boeing Capital Corporation. It focuses primarily on engineering, information technology, research and development, test and evaluation, technology strategy development, environmental remediation management and intellectual property management. As a leading provider of aerospace products and services to large corporations, including the United States Government, look for Boeing to continue to advance and develop this space and fuel aerial progress.
T = Technicals on the Stock Chart are Strong
Boeing stock has witnessed an impressive move over the last few years. The stock is soaring higher and may potentially tag previous all-time high prices established in 2007. Analyzing the price trend and its strength can be done using key simple moving averages. What are the key moving averages? The 50-day (pink), 100-day (blue), and 200-day (yellow) simple moving averages. As seen in the daily price chart below, Boeing is trading above its rising key averages which signal neutral to bullish price action in the near-term.
Hot China Stocks To Invest In 2015: G-III Apparel Group Ltd (GIII)
G-III Apparel Group, Ltd. (G-III) designs, manufactures and markets a range of apparel, including outerwear, dresses, sportswear, women�� suits and women�� performance wear, as well as luggage and women�� handbags, small leather goods and cold weather accessories. It operates in three segments: wholesale licensed products, wholesale non-licensed products and retail operations. The wholesale licensed products segment includes sales of products under brands licensed by it from third parties. The wholesale non-licensed products segment includes sales of products under its own brands and private label brands. The retail operations segment consists almost entirely of the operations of its Wilsons outlet stores. The Company sells its products under its own brands, which include Andrew Marc, Marc New York and Marc Moto, licensed brands and private retail labels. In August 2012, the Company acquired Vilebrequin, a provider of swimwear, accessories and resort-wear. Effective November 4, 2013, G-III Apparel Group Ltd acquired GH Bass & Co.
The Company provides apparel under recognized brands to a cross section of retailers, such as Macy��, Bloomingdale��, Nordstrom, Lord & Taylor, The Bon-Ton Stores, Dillards, JC Penney, Belk and Kohl��. As of January 31, 2012, the Company operated 139 retail stores, of which 135 are outlet stores operated under the Wilsons Leather name and four are outlet stores operated under its Andrew Marc brand. It has licenses to produce branded fashion apparel under the Calvin Klein, Kenneth Cole, Cole Haan, Guess?, Tommy Hilfiger, Levi��, Dockers, Jessica Simpson, Ellen Tracy, Kensie, Mac & Jac, Jones New York, Sean John and Nine West brands, among others. It also has sports licenses with the National Football League, National Basketball Association, Major League Baseball, National Hockey League, Touch by Alyssa Milano and over 100 United States colleges and universities. G-III sells outerwear, dresses and handbags under the Company�� own Andrew Marc, Marc ! New York and Marc Moto brands and has licensed these brands to select third parties in certain product categories. Its other owned brands include, among others, Jessica Howard, Eliza J, Black Rivet, G-III, G-III Sports by Carl Banks and Winlit.
The Company works with a group of retailers, such as JC Penney, Kohl�� and Express in developing private label product lines. G-III�� products are sold primarily to department, specialty and mass merchant retail stores in the United States. It sells to approximately 2,400 customers, ranging from national and regional chains to small specialty stores. It also distributes its products through its retail outlet stores. It also markets its products in Canada, Europe and the Far East.
G-III�� branded apparel also consists of both women�� and men�� products. The Andrew Marc line of women�� and men�� luxury apparel is sold to upscale department and specialty retail stores. The Marc New York line of women�� and men�� better priced outerwear is sold to upper tier stores. The Marc Moto line is a men�� denim lifestyle collection of sportswear and accessories. The Jessica Howard label is a moderate price dress line that sells to department stores, specialty stores and catalogs. Eliza J is a better dress line that sells to better department and specialty stores. The Black Rivet line of apparel consists of women�� and men�� outerwear. It sells men�� sports-related apparel under its G-III Sports by Carl Banks label.
Advisors' Opinion:- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at G-III Apparel Group (Nasdaq: GIII ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is G-III Apparel Group doing by this quick checkup? At first glance, pretty well. Trailing-12-month revenue increased 14.2%, and inventory increased 16.0%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue expanded 18.8%, and inventory grew 16.0%. Over the sequential quarterly period, the trend looks worrisome. Revenue dropped 27.4%, and inventory dropped 13.8%.
Best Information Technology Stocks To Buy Right Now: Neogenomics Inc (NEO)
NeoGenomics, Inc. (NeoGenomics) operates a network of cancer-focused testing laboratories. The Company offers testing services, including Cytogenetics testing, which is the study of normal and abnormal chromosomes and their relationship to disease; fluorescence in-situ hybridization (FISH) testing, which is a branch of cancer genetics that focuses on detecting and locating the presence or absence of specific deoxyribonucleic acid (DNA) sequences and genes on chromosomes; flow cytometry testing, which is a way to measure the characteristics of cell populations; immunohistochemistry (IHC) testing, this is the process of identifying cell proteins in a tissue section utilizing the principle of antibodies binding specifically to antigens, and molecular testing, which is a cancer diagnostic tool focusing on the analysis of DNA and ribonucleic acid (RNA), as well as the structure and function of genes at a molecular level.
The cancer testing services, that the Company offers to community-based pathologists are designed to be a natural extension of, and complementary to, the services that they perform within their own practices. In areas where the Company does not provide services to community-based pathology practices, it may directly serve oncology, dermatology, urology and other clinician practices that prefer to have a direct relationship with a laboratory for cancer-related genetic and molecular testing services. NeoGenomics services these types of clients with a global service offering where it performs both the technical and professional components of the tests ordered.
The Company offers tech-only flow cytometry and immunohistochemistry testing services. These types of testing services generally allow the professional interpretation component of a test to be billed separately from the technical component. Its NeoFISH, NeoFLOW and other tech-only service offerings allow properly trained and credentialed community-based pathologists to extend their own practices by performing ! professional interpretations services.
The Company's tech-only services are designed to give pathologists the option to choose, on a case by case basis, whether they want to order just the technical information and images relating to a specific test so they can perform the professional interpretation, or order global services and receive a test report, which includes a NeoGenomics Pathologist�� interpretation of the test results.
The Company also offers a set of global services to meet the needs of those clients who are not credentialed and trained in interpreting genetic tests and who are looking for specialists to interpret the testing results for them. In its global service offerings, its lab performs the technical component of the tests and its doctor of medicine (M.D.s) and doctor of philosophy (Ph.D) s to provide the interpretation services. Its genetic pathology solutions (GPS) report summarizes all relevant case data from its global services on one summary report.
The Company competes with General Electric Healthcare Services and Novartis, A.G.
Advisors' Opinion:- [By John Udovich]
One way or the other, Merrimack Pharmaceuticals Inc (NASDAQ: MACK), Covidien plc (NYSE: COV), NeoGenomics, Inc (NASDAQ: NEO) and�CollabRx Inc (NASDAQ: CLRX) are targeting Barrett's Esophagus�or�esophageal cancer�(the former often leads to the latter) ��a form of cancer that may not be on the top of your list of cancers but is nevertheless on the rise. Approximately 3 million Americans suffer from Barrett's Esophagus, �a condition that�develops as a result of chronic injury from gastroesophageal reflux disease (GERD) where the�normal esophageal lining is replaced with abnormal cells (known as Barrett�� tissue), putting patients at greater risk of developing cancer of the esophagus. And although less than 1% of these patients develop cancer each year, esophageal carcinoma is frequently not detected until later stages, at which point therapy options are limited, extremely invasive, and often ineffective.�This means that�early detection is important�along with�regular surveillance is recommended.�
Best Information Technology Stocks To Buy Right Now: Alnylam Pharmaceuticals Inc.(ALNY)
Alnylam Pharmaceuticals, Inc., a biopharmaceutical company, engages in discovering, developing, and commercializing novel therapeutics based on RNA interference (RNAi). Its core product programs under clinical or pre-clinical development include ALN-TTR, a Phase I clinical trial program for the treatment of transthyretin-mediated amyloidosis; ALN-APC, a Phase I clinical trial program for the treatment of hemophilia; ALN-PCS for the treatment of severe hypercholesterolemia; ALN-HPN, a pre-clinical development for the treatment of refractory anemia; and ALN-TMP, a pre-clinical development for the treatment of hemoglobinopathies, including beta-thalassemia and sickle cell anemia. The company?s partner-based programs comprise ALN-RSV01, a Phase II clinical trial program for the treatment of respiratory syncytial virus infection; ALN-VSP, a Phase I clinical trial completed program for the treatment of liver cancers; and ALN-HTT, a pre-clinical development for the treatment of Huntington?s disease. It has strategic alliances with Novartis Pharma AG; F. Hoffmann-La Roche Ltd; Takeda Pharmaceutical Company Limited; Isis Pharmaceuticals, Inc.; Medtronic Inc.; Kyowa Hakko Kirin Co., Ltd.; and Cubist Pharmaceuticals, Inc. The company was founded in 2002 and is headquartered in Cambridge, Massachusetts.
Advisors' Opinion:- [By Markus Aarnio]
2. Alnylam Pharmaceuticals (ALNY), a biopharmaceutical company, engages in discovering, developing, and commercializing novel therapeutics based on RNA interference [RNAi].
- [By Sean Williams]
On the clinical data front, Alnylam Pharmaceuticals (NASDAQ: ALNY ) and Inovio Pharmaceuticals (NYSEMKT: INO ) both put investors in their happy place.
- [By Keith Speights]
Good news comes in threes
Alnylam Pharmaceuticals (NASDAQ: ALNY ) had a triple-whammy of good news this week. Shares shot up by 22% as a result. - [By Jake L'Ecuyer]
Equities Trading UP
Shares of Alnylam Pharmaceuticals (NASDAQ: ALNY) got a boost, shooting up 53.25 percent to $101.47 after the company reported that it has acquired investigational RNAi Therapeutic assets from Merck (NYSE: MRK). Genzyme and Alnylam expanded their collaboration on rare genetic diseases.
Best Information Technology Stocks To Buy Right Now: Paramount Gold and Silver Corp. (PZG)
Paramount Gold and Silver Corp., an exploration stage company, acquires, explores, and develops gold, silver, and precious metal properties in the United States and Mexico. It owns a 100% interest in the San Miguel property located in southwestern Chihuahua, northern Mexico. The company�s projects also include the Sleeper Gold project located in Humboldt County; the Mill Creek property located to the south of Battle Mountain; and the Spring Valley property located in the Spring Valley area in Pershing County, Nevada. The company was founded in 2005 and is headquartered in Winnemucca, Nevada.
Advisors' Opinion:- [By MONEYMORNING.COM]
And one of our favorite "juniors" - meaning, by definition, it's a speculative company - is the Winnemucca, Nev.-based Paramount Gold and Silver Corp. (NYSEMKT: PZG). It's an exploration-stage miner with projects in northern Nevada and Chihuahua, Mexico.
Best Information Technology Stocks To Buy Right Now: Koppers Holdings Inc (KOP)
Koppers Holdings Inc. (Koppers), incorporated on November 12, 2004,is a global provider of carbon compounds and commercial wood treatment products and services. The Company's products are used in a variety of niche applications in a diverse range of end-markets, including the aluminum, railroad, specialty chemical, utility, concrete and steel industries. The Company serves its customers through a global manufacturing and distribution networks, with manufacturing facilities located in the United States, Australia, China, the United Kingdom, the Netherlands and Denmark. The Company operates in two business segments: Carbon Materials & Chemicals and railroads & Utility Products.
The Company's operations are, to a substantial extent, vertically integrated. Through the Company's Carbon Materials & Chemicals business, the Company processes coal tar into a variety of products, including carbon pitch, creosote, naphthalene and phthalic anhydride, which are intermediate materials necessary in the production of aluminum, the pressure treatment of wood, the production of high-strength concrete, and the production of plasticizers and specialty chemicals, respectively. Through the Company's Railroad & Utility Products business, the Company believes that the Company is thesupplier of railroad crossties to the North American railroads.
Carbon Materials & Chemicals
Carbon pitch, naphthalene, and creosote are produced through the distillation of coal tar, a by-product generated through the processing of coal into coke for use in steel and iron manufacturing. Coal tar distillation involves the conversion of coal tar into a variety of intermediate chemical products in processes beginning with distillation. During the distillation process, heat and vacuum are utilized to separate coal tar into three primary components: carbon pitch (approximately 50%), chemical oils (approximately 20%) and creosote (approximately 30%).
The Company's Carbon Materials & Chemicals business! (CM&C) manufactures principal products, including carbon pitch, a critical raw material used in the production of aluminum and steel; naphthalene, used for the production of phthalic anhydride and as a surfactant in the production of concrete; phthalic anhydride, used in the production of plasticizers, polyester resins and alkyd paints, and creosote and carbon black feedstock, used in the treatment of wood or as a feedstock in the production of carbon black. The Company also uses naphthalene as a feedstock in the manufacture of phthalic anhydride. The primary markets for phthalic anhydride are in the production of plasticizers, unsaturated polyester resins and alkyd resins. The Company is a producer of carbon pitch for the aluminum industry.
Creosote is used as a commercial wood treatment chemical to preserve railroad crossties and lumber, utility poles and piling. The majority of the Company's domestically produced creosote is sold to its Railroad & Utility Products business. In Australia, China and Europe, creosote is sold primarily into the carbon black market for use as a feedstock in the production of carbon black. In Europe and China creosote is also sold to wood treaters. The Company's wood treating plants in the United States purchase substantially all of their creosote from the Company's tar distillation plants.
Other products include the sale of refined tars, benzole and specialty chemicals. The Company's CM&C business manufactures its primary products and sells them directly to the Company's global customer base under long-term contracts or through purchase orders negotiated by its regional sales personnel and coordinated through its global marketing group in the United States. The Company's nine coal tar distillation facilities including joint ventures and four carbon materials terminals give the Company the ability to offer customers multiple sourcing and a consistent supply of products.
Railroad & Utility Products
The Company's Railroad ! & Utility! Products business (R&UP) sells treated and untreated wood products, rail joint bars and services primarily to the railroad and public utility markets in the United States and Australia. The Company also produces concrete crossties, a complementary product to its wood treatment business, through a joint venture in the United States.
Railroad products include procuring and treating items such as crossties, switch ties and various types of lumber used for railroad bridges and crossings. Railroad products also include manufacturing and selling rail joint bars, which are steel bars used to join rails together for railroads. Utility products include transmission and distribution poles for electric and telephone utilities and piling used in industrial foundations, beach housing, docks and piers. The R&UP business operates 13 wood treating plants, one rail joint bar manufacturing facility, one co-generation facility and 13 pole distribution yards located throughout the United States and Australia. The Company's network of plants is strategically located near timber supplies to enable the Company to access raw materials and service customers effectively. In addition, the Company's crosstie treating plants are typically adjacent to its railroad customers' track lines, and its pole distribution yards are typically located near its utility customers.
In the United States, hardwood lumber is procured by the Company from hundreds of small sawmills throughout the northeastern, midwestern and southern areas of the country. The crossties are shipped via rail car or trucked directly to one of the Company's crosstie treating plants, all of which are on line with a railroad. The crossties are either air-stacked for a period of six to twelve months or artificially dried by a process called boultonizing. Once dried, the crossties are pressure treated with creosote, a product of the Company's CM&C business.
The Company's R&UP business' customer base is the North American Class I railroa! d market,! which buys approximately 80% of all crossties produced in the United States and Canada. The Company also has relationships with many of the approximately 550 short-line and regional rail lines. This also forms the customer base for the Company's rail joint bar products. The railroad crosstie market is a mature market with approximately 23 million replacement crossties (both wood and non-wood) purchased during 2012. The Company supplies all seven of the North American Class I railroads and have contracts with six of them. The Company treats poles with a variety of preservatives, including pentachlorophenol, copper chrome arsenates and creosotes .In the United States the market for utility pole products is characterized by a number of small producers selling into a price-sensitive industry. The utility pole market is fragmented domestically, with over 200 investor-owned electric and telephone utilities and 2,900 smaller municipal utilities and rural electric associations.
Advisors' Opinion:- [By Jeremy Bowman]
What: Shares of Koppers Holdings (NYSE: KOP ) were looking rusty today, falling as much as 12% after the company cut its outlook for the current quarter.
Best Information Technology Stocks To Buy Right Now: WellCare Helath Plans Inc.(WCG)
WellCare Health Plans, Inc. provides managed care services for government-sponsored health care programs in the United States. The company offers Medicaid plans, including plans for beneficiaries of Temporary Assistance for Needy Families (TANF) programs; Supplemental Security Income (SSI) programs; and ABD programs and state-based programs, such as Children?s Health Insurance Programs (CHIP) and Family Health Plus (FHP) programs for qualifying families who are not eligible for Medicaid. The TANF program provides assistance to low-income families with children; and ABD and SSI programs provide assistance to low-income aged, blind, or disabled individuals. It also provides Medicare, a federal health insurance program; Medicare Advantage, a Medicare?s managed care alternative to original Medicare that provides individuals standard Medicare benefits directly through Centers for Medicare & Medicaid Services; and coordinated care plans, which are administered through health m aintenance organizations and require members to seek health care services and select a primary care physician from a network of health care providers. In addition, the company provides prescription drug plans comprising the Medicare Part D program that offers national in-network prescription drug coverage to Medicare-eligible beneficiaries. As of December 31, 2011, it served approximately 2,562,000 members. WellCare Health Plans, Inc. was founded in 1985 and is headquartered in Tampa, Florida.
Advisors' Opinion:- [By Ben Levisohn]
WellCare Health Plans (WCG) has fallen 4.4% to $59.50 after the health insurer missed earnings forecasts and offered disappointed guidance for 2014.
- [By Lauren Pollock]
Among the companies with shares expected to actively trade in Friday’s session are WellCare Health Plans Inc.(WCG), First Solar Inc.(FSLR) and Ellie Mae Inc.(ELLI)
- [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]
Dara Biosciences Inc.(DARA) signed a Medicare Part D prescription drug reimbursement agreement with Wellcare Health Plans Inc.(WCG), providing its Soltamox breast-cancer drug with access to the managed-care company’s extensive network. The pharmaceutical company’s shares rose 19% to $3.45 premarket.
- [By Sue Chang]
WellCare Health Plans Inc. (WCG) �is likely to post earnings of $1.51 a share in the third quarter.
Best Information Technology Stocks To Buy Right Now: Broadridge Financial Solutions Inc (BR)
Broadridge Financial Solutions, Inc. (Broadridge), incorporated on March 29, 2007, is a global provider of investor communications and technology-driven solutions to banks/broker-dealers, mutual funds and corporate issuers. The Company's systems and services include investor communication solutions, and securities processing and operations outsourcing solutions. It operates in two segments: Investor Communication Solutions and Securities Processing Solutions. The Company provides the infrastructure that helps the financial services industry operate. It serves a client base across its four businesses: Bank/Broker-Dealer Communications, Mutual Fund and Retirement Solutions, Corporate Issuer Solutions, and Bank/Broker-Dealer Technology and Operations. It delivers a range of solutions that help its clients serve their retail and institutional customers across the entire investment lifecycle, including pre-trade, trade and post-trade processing. In February 2014, the Company announced that it has acquired Emerald Connect, LLC, a provider of websites and related communications solutions for financial advisors, from StoneRiver Group, L.P.
Investor Communication Solutions
The Company's Bank/Broker-Dealer Communications, Mutual Funds and Retirement Solutions and Corporate Issuer Solutions businesses operate within this segment. A large portion of the Company's Investor Communication Solutions business involves the processing and distribution of proxy materials to investors in equity securities and mutual funds, as well as the facilitation of related vote processing. ProxyEdge, its electronic proxy delivery and voting solution for institutional investors and financial advisors, helps ensure the participation of the stockholders of many companies. The Company also provides the distribution of regulatory reports and corporate action/reorganization event information, as well as tax reporting solutions that help its clients meet their regulatory compliance needs. In addition, it provides f! inancial information distribution and transaction reporting services to both financial institutions and securities issuers. These services include the processing and distribution of account statements and trade confirmations, traditional and personalized document fulfillment and content management services, marketing communications, and imaging, archival and workflow solutions that enable and enhance the Company's clients' communications with investors. All of these communications are delivered in paper or electronic form. In addition, Broadridge provides corporate issuers with registrar, stock transfer and record-keeping services.
The Company distributes more than one billion investor communications annually through a combination of physical and electronic channels. Through the Company's governance activities, Broadridge has a service relationship with every major mutual fund complex in the United States. Broadridge is an independent provider of retirement fund processing and provides data-driven market intelligence, specialized marketing communications and fund governance. Broadridge serves corporate issuers with a variety of their needs, including proxy and transfer agency services, both domestically and globally.
The Company provides proxy distribution, vote tabulation, and various additional investor communication tools and services to institutional investors, corporate issuers and investment companies. The Company handles the entire proxy materials distribution and voting processes for its bank and broker-dealer clients on-line and in real-time, from coordination with third-party entities to ordering, inventory maintenance, mailing, tracking and vote tabulation. It offers electronic proxy delivery services for the electronic delivery of proxy materials to investors and collection of consents; maintenance of a database that contains the delivery method preferences of its clients' customers; posting of documents on the Internet; e-mail notification to investors notifying th! em that p! roxy materials are available, and proxy voting over the Internet, mobile devices and tablets. The Company also provides a complete reorganization communications solution to notify investors of reorganizations or corporate action events, such as tender offers, mergers and acquisitions, bankruptcies and class action lawsuits.
The Company offers its bank and brokerage clients financial information distribution and transaction reporting services to help them meet their regulatory compliance requirements and business needs, including prospectus fulfillment services; electronic prospectus services; PostEdge, its electronic document archival and electronic delivery solution for documents, including trade confirmations, tax documents and account statements; marketing communications; imaging, archival and workflow solutions, and on-demand digital print services. In addition, the Company offers its Mailbox productsAdvisor Mailbox and Investor Mailbox, which provides a holistic network environment that support and complements any investor communication strategy. The Company's Advisor Mailbox is an electronic communications platform for financial advisors that delivers immediate electronic access to the communications and documents sent to such advisors' customers. Advisor Mailbox streamlines multiple communication paths for all investor-related documents into a single-visit portal that is integrated onto an advisor's platform.
The Company offers tax services to financial services firms that support their various information year-end reporting (e.g., Forms 1099) and withholding requirements, with a focus on securities and fund processing/clearance operations. The Company's tax data services provide tax content and data management, including securities tax classifications and reclassifications, calculations of original issue discount and other accrual and cost basis adjusting events. The Company's tax managed services provide technology and personnel outsourcing, withholding services and cl! ient repo! rting, including print/electronic distribution and archival.
The Company provides a suite of services to manage the entire proxy voting process of institutional investors, including fulfilling their fiduciary obligations and meeting their reporting needs, such as ProxyEdge, its workflow solution that integrates ballots for positions held across multiple custodians and presents them under a single proxy. ProxyEdge also provides for client reporting and regulatory reporting. ProxyEdge can be utilized for meetings of United States and Canadian companies and for meetings in many non-North American countries based on the holdings of the Company's global custodian clients. The Company is a processor and provider of investor communication solutions to public companies. It offers its corporate issuer clients many tools to facilitate their communications with investors, such as Internet and telephone proxy voting, electronic delivery of corporate filings, and householding of communications to stockholders at the same address. It also offers proxy services to non-North American corporate issuers in connection with their general and special meetings of stockholders. The Company's corporate issuers services include ShareLink, which provides complete project management for the beneficial and registered proxy process.
The Company's Shareholder Forum solution is an online venue that offers public companies the ability to host structured, controlled communication with their shareholders on a timely and regular basis. The Company's Virtual Shareholder Meeting service provides corporate issuers in a number of states with the ability to host their annual meeting electronically on the Internet, either on a stand-alone basis, or in conjunction with their physical annual meeting.
The Company provides a range of tools that enable mutual funds to communicate with audiences of investors and often with substantial cost savings. The Company's solutions allow mutual funds to centralize all in! vestor co! mmunications through one resource. The Company also provides printing and mailing of regulatory reports, prospectuses and proxy materials, as well as proxy solicitation services. In addition, it distributes marketing communications and informational materials and creates on-demand enrollment materials for mutual fund investors. Its position in the industry enables the Company to manage the entire communication process with both registered and beneficial stockholders. The Company's SalesVision platform provides data aggregation and data management solutions. SalesVision is software delivered as a service (SaaS) and assists mutual funds in processing commission and distribution payments, monitoring their compliance with regulatory requirements, and assembling shareholder and intermediary data in a form to better drive their sales strategy and marketing programs. The Company provides mutual fund processing services for third party administrators, financial advisors, banks and wealth management professionals through its subsidiary Matrix Financial Solutions, Inc.
Securities Processing Solutions
The Company's Bank/Broker-Dealer Technology and Operations business operates within this segment. The Company offers a suite of advanced computerized real-time transaction processing services that automate the securities transaction lifecycle, from desktop productivity tools, data aggregation, performance reporting, and portfolio management to order capture and execution, trade confirmation, settlement and accounting. The Company's services help financial institutions consolidate their books and records, gather and service assets under management, focus on their core businesses and manage risk. In addition, the Company's operations outsourcing solutions allow broker-dealers to outsource certain administrative functions relating to clearing and settlement, from order entry to trade matching and settlement, while maintaining their ability to finance and capitalize their business. Broadridge is! a back- ! and middle-office securities processing platform for North American and global broker-dealers. Provided on an application service provider (ASP) basis, Broadridge's platform is a global market solution, clearing and settling in over 50 countries.
The Company's securities processing solutions automate the transaction lifecycle of equity, mutual fund, fixed income, and option securities trading operations, from order capture and execution through trade confirmation, settlement, custody and accounting. The Company's services facilitate the automation of straight-through-processing operations and enable financial institutions to efficiently and cost-effectively consolidate their books and records, gather and service assets under management, focus on their core businesses, and manage risk. With the Company's multi-currency capabilities, the Company supports trading activities on a global basis.
The Company provides a set of multi-currency systems that support real-time processing of securities transactions in North American equities, options, fixed income securities and mutual funds. Brokerage Processing Services (BPS) is the Company's core multi-currency back-office processing system that supports real-time processing of transactions in the United States markets. The Company also offers a version of BPS for processing Canadian securities. In addition to the Company's BPS offering, the Company provides specialized transaction processing tools and services for small to mid-market financial firms in the United States and Canada that are operated on separate Broadridge technology platforms. The Company's securities processing services can be integrated with the Company's Web-based desktop applications, wealth management tools, enterprise workflow, automated inquiry reporting and record-keeping services.
The Company provides advanced multi-currency transaction processing solutions for institutional and retail securities operations, corporate actions, and business processes ! outsourci! ng services, such as data cleansing. The Company also provides operations outsourcing services relating to a variety of securities clearing, record-keeping, and custody-related functions. The Company's clients execute and clear their securities transactions and engage the Company to perform a number of related administrative back-office functions, such as record-keeping and reconciliations.
The Company's core systems for processing equity, option, and mutual fund transactions in the United States markets can also be combined with the Company's specialized systems for processing fixed income and international securities transactions. These specialized securities processing services can be fully integrated with operations outsourcing services. In addition, its clients can integrate its securities processing and operations outsourcing services with its other services, including the processing of trade confirmations and account statements, delivered in paper or electronically; equity and mutual fund prospectus processing; automated workflow tools that help its clients streamline their securities processing and operations activities, and a suite of wealth management products, including data aggregation tools, end-customer Websites, broker desktop, financial planning and modeling tools, performance reporting and portfolio accounting.
Advisors' Opinion:- [By Sid Riggs]
Something else that's not commonly understood is that a lot of insider buying and selling occurs as part of stock options offered as compensation. Let's use a recent example from Broadridge Financial Solutions (NYSE: BR) to illustrate this:
No comments:
Post a Comment