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Jessica Stephans

Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From Jessica Stephans

  • uploads///Post Q IEP Auto
    Earnings Report

    Inside Icahn’s Largest Contributor to Revenues in 2Q16

    In 2Q16 Icahn Enterprises’ Automotive segment was the largest contributor to overall revenue, fetching 60% of the total, with an EBITDA margin of 8.8%.

    By Jessica Stephans
  • uploads/// eps goal
    Company & Industry Overviews

    General Electric’s Mission, Vision, and Strategy

    General Electric’s strategy is to reshape its portfolio from a broad conglomerate to a more focused industrial leader.

    By Jessica Stephans
  • uploads///ican real estate holding
    Company & Industry Overviews

    How the US Real Estate Market Affected IEP’s Real Estate Revenue

    Icahn Enterprises (IEP) owns 100% outstanding stock of AREP Real Estate Holdings through Icahn Enterprises Holdings (IEH).

    By Jessica Stephans
  • uploads///Post Q IR AR
    Earnings Report

    Inside the Analyst Ratings for Ingersoll Rand after the 2Q Results

    Of the 23 analysts surveyed by Bloomberg, 15 gave Ingersoll Rand “buy” ratings, whereas nine gave “hold” ratings, and none gave “sell” ratings.

    By Jessica Stephans
  • uploads///Q ROP Peer Performance
    Earnings Report

    How Has Roper Technologies’ Stock Fared ahead of Its 2Q16 Earnings?

    Roper Technologies’ stock has declined since July 2015, after touching a high of $195.93 per share on November 30, 2015.

    By Jessica Stephans
  • uploads///one year foward
    Company & Industry Overviews

    How Is Flowserve Trading Compared to Peers?

    Shares of Flowserve (FLS) currently trade at a PE (price-to-earnings) value of 17.04x. This isn’t cheap compared to FLS’s peers.

    By Jessica Stephans
  • uploads///Power segment
    Company & Industry Overviews

    Overview of General Electric’s Power and Water Segment

    General Electric’s Power and Water Segment contributed 23% of the company’s total revenues in 2015.

    By Jessica Stephans
  • uploads///ican stock performance
    Company & Industry Overviews

    Will IEP Maintain Its Record of Delivering Superior Returns?

    Icahn Enterprises’ (IEP) stock price corrected by 33% from April 20, 2015, to April 20, 2016. On April 15, 2016, the company was trading at $61.3.

    By Jessica Stephans
  • uploads///analyst recommendations
    Financials

    Does the Komatsu Deal Change How Analysts Rate Joy Global?

    Of 19 analysts surveyed by Bloomberg, five gave Joy Global a “buy” rating, while 11 gave a “hold” rating, three gave “sell” ratings.

    By Jessica Stephans
  • uploads///pic business model
    Company & Industry Overviews

    Graphical Representation of General Electric’s Business Model

    General Electric’s industrials and finance services are its two broader divisions, contributing 91% and 9%, respectively, to its consolidated 2015 earnings.

    By Jessica Stephans
  • uploads///Pre JOY Q AR
    Earnings Report

    The Word on the Street: What Analysts Are Recommending for Joy Global Now

    Of the 17 analysts surveyed by Bloomberg, only five issued “buy” recommendations for Joy Global, while 11 issued “holds,” and one issued a “sell.”

    By Jessica Stephans
  • uploads///de trend past  quarters
    Company & Industry Overviews

    Why the Sudden Jump in General Electric’s Debt-to-Equity Ratio?

    As of September 30, 2015, General Electric’s industrial plus verticals had a much cleaner balance sheet than consolidated GE in 3Q15.

    By Jessica Stephans
  • uploads///ican investment holding
    Company & Industry Overviews

    A Look at Icahn Investment’s Significant Holdings

    Icahn has a long history of investing in both public equity and debt securities. Its strategy is to invest in companies that it believes to be undervalued.

    By Jessica Stephans
  • uploads///chart  joy sold out
    Materials

    Details Emerging about Komatsu’s Acquisition of Joy Global

    Joy Global’s stock rose by 19.7% from the opening price of $23.5 and closed at $28.2 on July 21, after Komatsu announced that it will acquire the company.

    By Jessica Stephans
  • uploads///aqusition benefits
    Industrials

    How Komatsu Benefits from Acquiring Joy Global

    From its acquisition of Joy Global, Komatsu expects to double the size of its manufacturing equipment business and to strengthen its core mining business.

    By Jessica Stephans
  • uploads///ican rail holding
    Company & Industry Overviews

    Icahn’s Railcar Segment among Top 6 Players in North America

    In the railcar market, Icahn Enterprises (IEP) conducts business through its majority-owned interest in American Railcar Industries (ARII) and American Railcar Leasing (ARL).

    By Jessica Stephans
  • uploads///ican gaming holding
    Company & Industry Overviews

    Icahn’s Tropicana Entertainment: The Gaming Company

    Icahn Enterprises (IEP) owns 68% of the outstanding stock of Tropicana Entertainment through Icahn Enterprises Holding LP (IEH).

    By Jessica Stephans
  • uploads///ican risks
    Company & Industry Overviews

    What Risks Does Icahn Enterprises Face?

    Global growth is of the utmost importance to Icahn Enterprises. Its revenue streams are diverse and are affected by weak macroeconomic environments.

    By Jessica Stephans
  • uploads///appliance
    Company & Industry Overviews

    Gauging General Electric’s Appliance Segment

    General Electric recently announced that its appliance and lighting division would be sold to Haier.

    By Jessica Stephans
  • uploads///preview outlook
    Earnings Report

    What Analysts Expect of Flowserve in 2016

    For 2016, analysts expect Flowserve (FLS) to report revenues of ~$3.9 billion, which would be ~14% lower than its $4.5 billion in 2015.

    By Jessica Stephans
  • uploads///appliance
    Company & Industry Overviews

    Why General Electric Sold Its Appliances Business to Haier

    General Electric wants to shift away from the appliances business, as this segment doesn’t fit into its core business portfolio.

    By Jessica Stephans
  • uploads///joy china
    Industrials

    Why Mining for Profits Proved Ineffective for Joy Global

    Mining equipment supply and services to US coal mining companies accounted for 76% of Joy Global’s US revenue.

    By Jessica Stephans
  • uploads///Pre JOY Q Stock Price
    Earnings Report

    Understanding the Rise of Joy Global’s Stock ahead of Its Fiscal 3Q16 Earnings

    Joy Global’s (JOY) stock has been on a downward trend since January 2015, when the stock started falling due to the oversupply in commodities markets.

    By Jessica Stephans
  • uploads///joy revenues trend
    Materials

    How Joy Global Is Trying to Stop Bleeding Revenues

    Joy Global’s (JOY) fiscal 1Q16 revenues came in at $526 million, which represents a 25% decline over fiscal 1Q15.

    By Jessica Stephans
  • uploads///ican auto holding
    Company & Industry Overviews

    Icahn’s Automotive Segment: Acquisitions Led Growth

    Icahn’s automotive segment includes Federal-Mogul and IEH Auto Parts. FDML is a global supplier of a broad range of components, accessories, and systems.

    By Jessica Stephans
  • uploads///post Q segmental
    Earnings Report

    Inside Joy Global’s Fiscal 2Q16 Revenue Drop across Segments

    Joy Global’s (JOY) fiscal 2Q16 revenues came in at $602 million, which was below the analyst estimate of $606 million.

    By Jessica Stephans
  • uploads///R IT Peers
    Company & Industry Overviews

    More about Roper Technologies’ Industrial Technology Segment

    Roper Technologies’ (ROP) Industrial Technology segment has long lead times and provides highly engineered custom-configured products.

    By Jessica Stephans
  • uploads///aqusition benefits
    Earnings Report

    How Big Is Komatsu in the Construction and Mining Equipment Space?

    Komatsu is the largest manufacturer of construction and mining equipment in Japan. Its the second-largest globally, after US-based Caterpillar (CAT).

    By Jessica Stephans
  • uploads///iillin welding exp
    Company & Industry Overviews

    Lincoln Electric’s Position in Global Welding and Cutting Industry

    The global welding product market is expected to grow at a CAGR of 4.5% until 2020. The market is expected to touch $23.8 billion by the end of 2020.

    By Jessica Stephans
  • uploads///Point  deal
    Materials

    How Much Will Komatsu Pay Joy Global’s Shareholders?

    Komatsu, Japan-based construction equipment maker, will pay $28.30 per share in cash to acquire Milwaukee-based Joy Global. The deal is worth ~$3.7 billion.

    By Jessica Stephans
  • uploads///Pre JOY Q Dividend
    Materials

    Understanding Joy Global’s Dividend Policy in Fiscal 3Q16

    In fiscal 2015, JOY paid around $78 million in dividends to shareholders, but on December 16, 2015, JOY announced a cut in its quarterly dividend.

    By Jessica Stephans
  • uploads///Pre JOY Q Debt Maturities
    Materials

    What Does Joy Global’s Fiscal 2016 Debt Obligation Tell Us?

    As of April 29, 2016, Joy Global’s had more than $1.3 billion in debt (long-term debt plus short-term debt), compared to its equity of nearly $1.4 billion.

    By Jessica Stephans
  • uploads///Pre JOY Point two questions
    Earnings Report

    Behind Joy Global’s Latest SEC Filing: Key Highlights

    If the proposed merger with Komatsu is completed, JOY’s common stock will be delisted from the NYSE. JOY expects the merger to be completed in mid-2017.

    By Jessica Stephans
  • uploads///Post FLS Q Guidance
    Materials

    Why Flowserve Reduced Its Earnings Guidance after 2Q16

    For 2016, analysts expect Flowserve (FLS) to report revenue of ~$4.0 billion, ~10% lower than its 2015 revenue of $4.5 billion.

    By Jessica Stephans
  • uploads///analyst recomme
    Earnings Report

    What Do Analysts Recommend for General Electric after 2Q16?

    Barclays gave an “overweight” rating to General Electric’s (GE) stock, with a target price of $34 on July 22. The target price implies a potential rise of 6.0% over July 22’s closing price of $32.06 per share.

    By Jessica Stephans
  • uploads///Post FS
    Materials

    A Glance at Flowserve’s Primary Working Capital after 2Q16

    In the current volatile global scenario, Flowserve’s (FLS) 2Q16 revenue and net profit have risen by 11% and 28%, respectively, year-over-year.

    By Jessica Stephans
  • uploads///Q GE Results Alstom
    Earnings Report

    Alstom’s Contribution to General Electric’s 2Q16 Earnings

    General Electric (GE) expects Alstom’s expertise will be handy in gaining an edge in combined cycle gas plants, which typically employ gas turbines as well as steam turbines.

    By Jessica Stephans
  • uploads///appli
    Earnings Report

    The Impact of the General Electric Appliances–Haier Deal

    General Electric’s (GE) Appliances & Lighting business generated 5.8% of GE’s revenues in 2Q16 but accounted for only 2.3% of profit.

    By Jessica Stephans
  • uploads///Q GE Results Industrial Revenues
    Earnings Report

    GE in 2Q16: Power, Aviation, and Healthcare Segments Outperformed

    General Electric’s (GE) 2Q16 revenues came in at $33.4 billion, compared to analysts’ estimate of $31.8 billion.

    By Jessica Stephans
  • uploads///Q FDML New
    Consumer

    Why Carl Icahn Wants a 100% Stake in Federal-Mogul Holdings

    Icahn Enterprises (IEP) has been invested in auto parts maker Federal-Mogul Holdings (FDML) for almost a decade. Carl Icahn currently owns 82% of the company.

    By Jessica Stephans
  • uploads///Q FLS AR
    Earnings Report

    What Do Analysts Recommend for FLS ahead of Its 2Q16 Earnings?

    Of the 21 analysts surveyed by Bloomberg, three gave Flowserve (FLS) “buy” ratings, 15 gave it “hold” ratings, and three gave it “sell” ratings.

    By Jessica Stephans
  • uploads///Q FLS Bookings
    Earnings Report

    How Will Brexit Affect Flowserve?

    Brent crude oil (USO) fell by nearly 5% to $48.4 per barrel on June 24, 2016. The fall happened after the results of the Brexit vote were announced.

    By Jessica Stephans
  • uploads///analyst rating
    Industrials

    What Analysts Are Recommending for GE before Its 2Q16 Results

    General Electric (GE) has a Wall Street analyst consensus rating of “buy.” Of the 20 analysts surveyed by Bloomberg, 11 gave the company “buy” ratings.

    By Jessica Stephans
  • uploads///de
    Industrials

    A Glance at GE’s Balance Sheet: Debt Profile and Liquidity

    At first glance, one might wonder about the sudden rise in General Electric’s (GE) Industrial plus Verticals debt-to-equity in the last two quarters.

    By Jessica Stephans
  • uploads///Q GE Performance
    Earnings Report

    General Electric’s Q1 Results and What You Can Expect for Q2

    General Electric’s (GE) stock price has fallen 5.3% since April 1 as of June 24. On June 24, the company’s stock was trading at $29.82.

    By Jessica Stephans
  • uploads///lin dividend
    Earnings Report

    Can Lincoln Electric Increase Its Dividend Payouts in Fiscal 2016?

    For fiscal 2016, Lincoln Electric is targeting $400 million of share repurchases while $399 million was achieved in fiscal 2015.

    By Jessica Stephans
  • uploads///R RFT
    Company & Industry Overviews

    ROP’s Second-Largest Segment: Radio Frequency Technology

    In 2015, ROP’s Radio Frequency Technology segment contributed ~28.9% to its total consolidated revenue and ~30.4% to its consolidated operating profit

    By Jessica Stephans
  • uploads///Shed
    Financials

    How Big Is General Electric’s Capital Segment?

    GE Capital is the financial services unit of the American conglomerate General Electric (GE). It contributed ~9% to GE’s total consolidated revenue in 2015.

    By Jessica Stephans
  • uploads///Roper key acqusi
    Company & Industry Overviews

    Roper Technologies: Recent Acquisitions That Count

    Since its inception, Roper Technologies (ROP) has followed an acquisition-based growth strategy. The company has acquired over 50 companies since 1981.

    By Jessica Stephans
  • uploads///R Organic growth
    Company & Industry Overviews

    What Is Roper Technologies All About?

    Roper Technologies conducts its operations through four business segments based on product type.

    By Jessica Stephans
  • uploads///riisskkss
    Company & Industry Overviews

    What Risks Does Roper Technologies Face?

    Roper Technologies’ growth strategy includes acquisitions. Its growth largely depends on its ability to acquire and successfully integrate new businesses.

    By Jessica Stephans
  • uploads///Q AR
    Earnings Report

    General Electric’s Q2: What Analysts Recommend ahead of Earnings

    General Electric (GE) has a Wall Street analyst consensus rating of “buy.” Of 20 analysts surveyed by Bloomberg, 11 gave the company a “buy” rating while nine gave it “hold” rating.

    By Jessica Stephans
  • uploads///Q PE
    Earnings Report

    Is General Electric Attractively Valued?

    As a large industrial conglomerate, GE’s performance relates to the performance of the macroeconomy. So you could say it’s cyclical in nature.

    By Jessica Stephans
  • uploads///R Return Table
    Company & Industry Overviews

    Understanding Roper Technologies’ Business Transformation

    Roper Technologies’ Industrial Technology segment’s revenue stood at 21% of its sales in 2015. This segment’s revenue was 41% of its sales in 2014.

    By Jessica Stephans
  • uploads///Q First
    Earnings Report

    Will General Electric Maintain Guidance for Fiscal 2016 after Q2?

    General Electric (GE) is scheduled to release its 2Q16 earnings on July 22. The release will contain key financial and operating metrics from April 1 through June 30.

    By Jessica Stephans
  • uploads///
    Company & Industry Overviews

    Why Flowserve Is Consolidating Its Manufacturing Facilities

    Since 2014, Flowserve has been focusing extensively on expense control mechanisms. The company has realigned its portfolio of businesses.

    By Jessica Stephans
  • uploads///relisency ofbusiness
    Company & Industry Overviews

    Understanding Flowserve’s Operations

    Flowserve’s operating segments have a lot of common customers. This helps the company to offer combined products and technologies.

    By Jessica Stephans
  • uploads///Growth strategy
    Company & Industry Overviews

    Why Do Customers Buy Flowserve’s Products?

    After 4Q15, FLS reported that it controlled a market share of 4% of the $130-billion pump, valve, and seal market in 2015.

    By Jessica Stephans
  • uploads///cf
    Earnings Report

    Did Joy Global’s Operating Cash Flow Really Improve in Fiscal 2Q16?

    Despite the operating loss of $9.8 million it saw in fiscal 2Q16, Joy Global reported cash generation from continuing operations totaling $44 million.

    By Jessica Stephans
  • uploads///Growthss
    Earnings Report

    Icahn Enterprises: Which Segments Were Its Major Earners in 1Q16?

    Each of Icahn Enterprises’ ten operating segments has an impact on IEP’s revenues, growth, and profitability.

    By Jessica Stephans
  • uploads///ican home holding
    Company & Industry Overviews

    How Icahn Enterprises Turned Its Home Fashion Segment Around

    Icahn Enterprises (IEP) conducts its Home Fashion business through its indirect wholly owned subsidiary, WestPoint Home.

    By Jessica Stephans
  • uploads///ican mininging
    Earnings Report

    Why Icahn Acquired a Controlling Stake in Ferrous Resources

    In this series, we’ll look at Icahn Enterprises’ (IEP) Mining, Railcar, Home Fashion, Food Packaging, and Gaming segments. We’ll also discuss the factors that led to Icahn’s high dividend yield and its major risks.

    By Jessica Stephans
  • uploads///Q Icahn Automotive quarterly
    Earnings Report

    Icahn’s Automotive Segment: Biggest Revenue Contributor in 1Q16

    In 1Q16, Icahn Enterprises’ (IEP) automotive segment was the largest contributor to the company’s overall revenue.

    By Jessica Stephans
  • uploads///ican first page
    Company & Industry Overviews

    A Look at Icahn Enterprises’ Business Model

    Icahn Enterprises’ investment strategy involves identifying and purchasing undervalued businesses and assets at distressed prices.

    By Jessica Stephans
  • uploads///hussman final
    Earnings Report

    The Brass Tacks of the Ingersoll Rand-Hussmann Deal

    Ingersoll Rand has agreed to sell its remaining equity interest of 40% in Hussmann to Panasonic. Panasonic will buy 100% shares according to the agreement.

    By Jessica Stephans
  • uploads///order book
    Earnings Report

    General Electric’s Order Backlog Was at $316 Billion in 1Q16

    General Electric’s total new orders during 1Q16 came in at $23.5 billion as of March 31, 2016.

    By Jessica Stephans
  • uploads///lin new structure
    Earnings Report

    What Transformation Means to Lincoln Electric

    To simplify its organizational complexity and drive efficiencies, Lincoln Electric has undergone a transformation toward a new organizational structure.

    By Jessica Stephans
  • uploads///lin stock comp
    Company & Industry Overviews

    Has Lincoln Electric Outperformed Its Peers?

    For fiscal 2015, Lincoln Electric (LECO) successfully gave back $486 million to its shareholders.

    By Jessica Stephans
  • uploads///lin cash de
    Company & Industry Overviews

    Why Did Lincoln Electric’s Debt Surge 200% in 2015?

    Lincoln Electric (LECO) has been successful in keeping a low debt-to-equity ratio. This shows the company is using less leverage and has a strong equity position.

    By Jessica Stephans
  • uploads///iillin new organisa
    Company & Industry Overviews

    Lincoln’s New Organizational Structure and Operational Efficiency

    To simplify organizational complexity and drive efficiencies, Lincoln Electric (LECO) is undergoing a transformation toward a new organizational structure.

    By Jessica Stephans
  • uploads///joy underground equioment
    Company & Industry Overviews

    What Is the Market Outlook for Underground Mining Equipment?

    The global underground mining industry is expected to grow at a compound annual growth rate of approximately 7% from 2015 to 2019.

    By Jessica Stephans
  • uploads///iillin roic
    Company & Industry Overviews

    What Is Helping Lincoln Electrics Post an Impressive ROIC??

    Lincoln Electric (LECO) historically has been able to generate return on invested capital (or ROIC) in the mid-teens.

    By Jessica Stephans
  • uploads///iillin rrrisks
    Macroeconomic Analysis

    What Are the Major Risks Faced by Lincoln Electric?

    The revival of global growth is of the utmost importance to Lincoln Electric. The company’s revenue declined by 1% in 2014 while it further deteriorated by 10% in 2015.

    By Jessica Stephans
  • uploads///lin harris
    Company & Industry Overviews

    Volume, Raw Material Prices Impact Lincoln’s Harris Welding Segment

    In fiscal 2015, Lincoln Electric’s (LECO) Harris Product Welding segment contributed approximately 10% to its total revenue, with 7% to its consolidated operating profit.

    By Jessica Stephans
  • uploads///joy chart
    Company & Industry Overviews

    A Quick Look at Joy Global’s History and Operations

    Joy Global operates in two business segments, namely its Underground Mining Machinery and Surface Mining Equipment segments.

    By Jessica Stephans
  • uploads///aaa
    Company & Industry Overviews

    Ingersoll Rand’s Position in the Global HVAC Industry

    Ingersoll Rand (IR) has been making air compressors for more than 150 years. The company claims to be technologically advanced and a leader in the field.

    By Jessica Stephans
  • uploads///wayter
    Company & Industry Overviews

    Ingersoll Rand Hopes to Help the Planet in the Long Term

    Ingersoll Rand’s (IR) mission is help solve some of the world’s most pressing challenges, including the unsustainable demand for energy resources and the impact on greenhouse gas emissions.

    By Jessica Stephans
  • uploads///m power
    Company & Industry Overviews

    Why General Electric Is Focusing on Industrials?

    Originally incorporated in 1892, General Electric is one of the largest and most diversified industrials and financial services corporations in the world.

    By Jessica Stephans
  • uploads///
    Earnings Report

    A Glance at General Electric’s Balance Sheet

    As of September 30, 2015, GE’s industrial plus verticals had a much cleaner balance sheet than consolidated GE in 3Q15. The segment had $20.7 billion in debt against equity of $111.7 billion.

    By Jessica Stephans
  • uploads///
    Earnings Report

    What Do Wall Street Analysts Think of GE?

    Of 20 analysts surveyed by Bloomberg, 12 gave GE a “buy” rating, while eight gave it a “hold” and none gave it a “sell” rating.

    By Jessica Stephans
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