Kansas City Southern
The railway transportation company reported first-quarter net income on April 24 of $75 million, or 68 cents a share, up from year-earlier earnings of $64 million, or 58 cents a share."We are lowering our 2012 and 2013 EPS estimates 6% and 5%, to $3.28 and $4.10, from $3.50 and $4.30, respectively, due to lower 2Q coal and chemical volume trends," Bank of America Merrill Lynch analysts wrote in a May 29 report. "We are also lowering our price objective to $74 from $81, based on a 22.5x forward P/E on our 2012E EPS (from 23x), which equates to 18x our 2013 estimate, within its 13-28x forward PE range. With 5 weeks left in 2Q, we believe volumes are unlikely to recover given its utility customer has extended its target to resume coal deliveries to the end of May, its 5th delay (represents 2 of KSU's 9 served plants)." Forward Annual Dividend Yield: 1.2%
Prologis The real estate investment trust reported first-quarter earnings on May 1 of $202.4 million, or 44 cents a share, a reversal from a year-earlier loss of $46.6 million, or 18 cents a share. "We are increasing our price target on PLD to $38.50 from $37.00 following 1Q:12 results," Cantor Fitzgerald analysts wrote in a May 15 report. "The increase is primarily due to our increased NAV calculation to $35.00 from $32.00, due primarily to a higher future development pipeline valuation. Additionally, it is important to note we are reducing our applied premium to 10% from 15% due to the continued uncertainty in Europe." Forward Annual Dividend Yield: 3.6%
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV