Dig a Space in Your Portfolio for These Industrials Options

Implied volatility has fallen on industrial companies, and we’ve scanned our best ideas in the sector on which to buy upside volatility.

Multi-Color: An Emerging Leader In An Unknown Market

By Stephen Simpson:

Quick! Name a company that manufactures the labels that go on the food, beverages, or consumer goods that you buy at the store every week. The odds are very good that, unless you work in the field, you cannot name one. Product labels are ubiquitous and a $30 billion global industry, but a hugely fragmented market. Multi-Color (Nadsaq: LABL) is looking to change that through a combination of innovative internal product development and acquisitions.

Labels Are Everywhere…

Maybe it’s too obvious to point out that almost everything on a store shelf has a label on it. Not only are labels legally required on many products, but labels represent a final marketing touch that companies can use to make their products pop out from the competition and draw the attention of shoppers. While this is a large business, $30 billion worldwide and $9 billion in North America, it is incredibly fragmented


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Shop ‘Til You Drop

Consumer spending this holiday season was stronger than most anyone expected.

[$$] S&P Ends the Year Flat; Dow Rises 5.6%

History suggests the market will rise next year, after a dangerous stretch. No sign yet of a dividend bubble. The “mystery broker” is mystified.

U.S. stocks end mixed year with a whimper

Wall Street slips to a virtually flat finish for a year that largely revolved around events in Europe.

Applied Materials Has At Least 92% Upside Potential

By Osman Gulseven:

Applied Materials Inc. (AMAT) is a diversified semiconductor company. The company is a major equipment and service provider to liquid crystal displays and solar photovoltaic industries worldwide. Founded in 1967, Santa Clara-headquartered AMAT is one of the leading players in the semiconductor and solar sectors. The company is doing fine and was able to double its earnings this year. However, the stock lost 22% in 2011, primarily due to the over-supply concerns in the solar industry.

As of the time of writing, AMAT stock was trading at $10.7 with a 52-week range of $10 – $17. It has a market cap of $14 billion. Trailing twelve month [ttm] P/E ratio is 7.4, and forward P/E ratio is 9. P/B, P/S, and P/CF ratios stand at 2.6, 1.4, and 5.9, respectively. Operating margin is 22.8%, and net profit margin is 18.3%. The company does not have any significant debt issues. Debt/equity


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How Social Networks Are Helping Coca Cola Win The Soda War With Pepsi In Former Soviet Countries

Among the BRIC countries, Russia is probably the one that has most disappointed investors, to the point that some critics say that its economy is not strong enough to justify its presence in the group. The strength of Russia’s economy depends heavily on commodities like oil and gas and in the past three years was hit hard, first by the global financial crisis and then again by the euro crisis.Despite this, according to the Economist Intelligence Unit report, the Russian GDP is forecast to grow at least 4% annually between 2012 and 2015, and this is going to benefit consumer goods producers such as The Coca Cola Co. (KO) and Pepsi Co (PEP). Euromonitor International estimates that Russia comes in second, behind India, as offering the highest growth potential for soft drinks sales in 2012.

Pepsi first entered the Soviet Union in 1973 while Coca Cola didn’t make


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Analytical Toolbox: Conditions for the New Year

Cramer’s ‘Mad Money’ Recap: Protecting Your Portfolio From the Unexpected

Cramer discusses a way to diversify your portfolio to avoid enormous losses and help you to stay in the game.

Dow Gains 5.5% in 2011, as S&P Ends Flat

Dow Gains 5.5% in 2011; S&P Ends Flat The S&P 500 closed the year down 0.04 point at 1257.60, its smallest annual move since at least 1970. The Dow industrials closed the year up 5.5% at 12217.56.

Cramer’s Case For Buying Foreign Stocks

Why he thinks it’s important to have at least one international stock in your portfolio.

Cramer’s ‘Must Own’ For Your Portfolio

Every investor should diversify their portfolio with this kind of stock, Cramer said.

Cramer: Benefits of Speculative Stocks

The “Mad Money” host explains why taking a risk could bring rewards.

Cramer’s Most Important Lesson In Investing

The “Mad Money” host on what he thinks is the most important concept in stock picking.

In 2011, A Hardy Few ADRs Post Solid Gains

In 2011, A Hardy Few ADRs Post Solid Gains