November 24, 2024

Earnings Reports Offer No Clear Signals, So Markets Meander

The stock market lacked direction on Tuesday following some uneven corporate earnings news.

Most major indexes closed slightly lower, except for the Dow Jones industrial average. Yet even the Dow’s modest gain was a result of a 3 percent increase in one stock, United Technologies.

Better earnings from big banks, health insurers and other companies have helped drive the stock market higher this month. On Tuesday, however, the encouraging and the discouraging seemed evenly matched. Wendy’s and United Technologies surged after posting stronger results than financial analysts had expected. Netflix and the Altria Group, maker of Marlboro cigarettes, sank after their results fell short.

“In the absence of major economic news, the focus is on earnings this week,” said David Joy, chief market strategist at Ameriprise Financial. “And there’s nothing today to drive the market dramatically one way or another.”

The Dow industrials rose 22.19 points, or 0.14 percent, to 15,567.74. If not for the gain in United Technologies stock, the Dow would have closed down a point.

United Technologies jumped $3.01, to $105.12, after the conglomerate said strong orders for commercial airline parts and elevators helped lift its profit.

The Standard Poor’s 500-stock index fell 3.14 points, or 0.19 percent, to 1,692.39, backing off the nominal record closing high it set Monday. The Nasdaq composite index fell 21.11 points, or 0.59 percent, to 3,579.27.

It was a busy day for earnings as 35 companies in the S. P. 500 were scheduled to turn in results. The second-quarter scorecard looks good so far. More than six out of every 10 companies have posted earnings that surpassed Wall Street’s expectations, according to SP Capital IQ.

Analysts forecast that second-quarter earnings for companies in the S. P. 500 increased 3.8 percent over the same period last year.

“The bar has been set pretty low,” said Joel Huffman, senior portfolio manager at U.S. Bank Wealth Management. So it’s hardly a surprise that many companies are able to jump over it, he said.

Sales are another story. Analysts expect revenue to shrink 0.7 percent in the second quarter. Mr. Huffman said he was encouraged that many banks and makers of consumer-discretionary goods had reported stronger American sales. “It’s an indication of the underlying growth in the U.S. economy versus other parts of the world,” he said.

Apple shares rose 4 percent in after-hours trading, when the company reported earnings and revenue that beat Wall Street’s forecasts.

Among the stocks on the move, Wendy’s jumped 55 cents, or 8.2 percent, to $7.23. The fast-food company’s net income came in above Wall Street’s expectations. Wendy’s also announced plans to sell 425 restaurants as franchises and raised its quarterly dividend by a penny, to 5 cents.

The Altria Group said its quarterly results fell short of analysts’ expectations. Altria’s stock sank 89 cents, or 2.4 percent, to $35.99.

Netflix shares dropped $11.70, or 4.5 percent, to $250.26. The company said late Monday that it signed up fewer subscribers than financial analysts had projected. Big expectations have propelled Netflix’s stock up 170 percent since the start of the year, putting more pressure on the company to deliver amazing numbers.

In the bond market, interest rates moved higher. The price of the 10-year Treasury note dropped 6/32, to 93 15/32, while its yield rose to 2.51 percent from 2.48 percent late Monday.

Article source: http://www.nytimes.com/2013/07/24/business/daily-stock-market-activity.html?partner=rss&emc=rss

Tobacco Companies Fight Australian Cigarette Bill

SYDNEY, Australia — Legislation that would ban logos from appearing on cigarette packages in Australia is drawing the ire of business lobbying groups and even members of the United States Congress, who warn that the Australian government could be in breach of its international trade obligations.

The legislation would require that tobacco products be sold in plain green packaging, limiting the brand recognition enjoyed by global tobacco names like Marlboro and Camel. The law is expected to pass with broad bipartisan support when it is formally introduced in July, and it would go into effect at the start of next year, with a six-month transition period.

The government hopes that the bill, along with some of the world’s highest taxes on tobacco, will continue to drive down smoking rates in Australia. The government also hopes that the law will serve as a template for other countries. The possibility of a domino effect is what tobacco companies are afraid of, said Andrew Hughes, a marketing expert at Australian National University in Canberra. “What’s to stop this same law being applied in other parts of the world?” he asked.

Philip Morris Asia, which is based in Hong Kong and makes Marlboro cigarettes, said Monday that it had initiated legal action against the Australian government, contending that the new rules would violate Australia’s bilateral investment treaty with Hong Kong.

The company’s legal action, called a notice of claim, starts a mandatory three-month period for negotiations. “We believe we have a very strong legal case and will be seeking significant financial compensation for the damage to our business,” Anne Edwards, a spokeswoman for Philip Morris, said in a statement.

The Australian plans are among the strictest in the world, but other countries are also pushing new initiatives to reduce smoking.

Last week, United States health officials released graphic warning labels that will cover the top half of cigarette packages beginning next year. The images will be the first major change to warning labels in more than 25 years; they include photographs of damaged teeth and lungs and a person exhaling smoke through a tracheotomy opening in his neck.

Other governments are closely watching Australian efforts to restrict tobacco packaging. The British government, for example, has begun a consultation on ways to reduce the promotional effect of cigarette packs.

Tobacco is severely taxed in Australia, where smokers spend about 16 Australian dollars, or $16.70, a pack. The packs come with pictures of maladies like mouth ulcers, cancerous lungs and gangrenous limbs.

The new packs would go one step further by trying something new: shrinking the logos down to the point at which it is difficult to distinguish one brand of cigarettes from another.

Under the law, 75 percent of the front of the packaging and 90 percent of the back would have to be covered by health warnings.

The experiment has generated a roar of protest from tobacco companies and business groups like the International Chamber of Commerce, which says cigarette makers are being singled out even though they sell legal products.

“What company would stand for having its brands, which are worth billions, taken away from them?” Scott McIntyre, a spokesman for British American Tobacco Australia, said in a statement. “A large brewing company or fast food chain certainly wouldn’t, and we’re no different.”

British American Tobacco Australia, also known as BATA, is Australia’s market leader and one of the world’s largest tobacco groups by revenue, with brands including Lucky Strike. It has threatened to cut prices to remain competitive.

The company has also promised a costly legal battle and has warned that the law could lead to an increase in counterfeit cigarettes.

Article source: http://www.nytimes.com/2011/06/28/business/global/28ihsmoke.html?partner=rss&emc=rss