Investors need to listen past the media attention over the decline in Facebook (FB) shares. Fundamentally, Facebook has substantial goodwill value that comes from the sentimental attachment for users to share family photos. Facebook was so focused on enhancing the value of photography that the company bought Instagram.
When it comes to sharing digital photos and social media, where should investors look? The WSJ wrote about Polaroid’s camera that prints 2×3-inch photos. As interest in social networking fades, investors might want to be one-step ahead to benefit from print photos. These are some of the companies who should be considered:
1. Canon Inc. (CAJ, Earnings, Analysts, Financials): Manufactures and sells network digital multifunction devices, plain paper copying machines, laser printers, inkjet printers, cameras, and lithography equipments primarily under Canon brand. Market cap at $46.43B, most recent closing price at $34.81. Canon is a strong player for digital SLR’s and point and shoot cameras. Its point and shoot unit is struggling, thanks to the strength of cameras on smart phones.
2. Sony Corporation (SNE, Earnings, Analysts, Financials): Designs, develops, manufactures, and sells electronic equipment, instruments, and devices for consumer, professional, and industrial markets worldwide. Market cap at $12.01B, most recent closing price at $11.95. Sony reported weak earnings, but this was not due to its photo unit. The company has challenges in television and media.
3. Shutterfly, Inc. (SFLY, Earnings, Analysts, Financials): Provides an Internet-based social expression and personal publishing service that enables consumers to share, print, and preserve their memories through the medium of photography. Market cap at $1.14B, most recent closing price at $31.63. Shutterfly bought Kodak’s online Gallery and integrated the unit with its own operations. Shutterfly expects minimal earnings from Kodak.
In the smartphone space:
4. Nokia Corporation (NOK, Earnings, Analysts, Financials): Provides Internet and digital mapping and navigation services worldwide. Market cap at $10.5B, most recent closing price at $2.74. Nokia shares are up 68% from its 52-week low, but still trade below $3. The company released a Symbian-based “PureView” camera that is missing in Windows Phone 7. PureView is rumored to available when Windows Phone 8 is released.
5. Microsoft Corporation (MSFT, Earnings, Analysts, Financials): Develops, licenses, and supports a range of software products and services for various computing devices worldwide. Market cap at $259.05B, most recent closing price at $30.90. Microsoft benefits from sales of Android, getting royalty payments from each device sold. The Windows Phone 8 roll out on Nokia will also be a positive event.
6. Apple Inc (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets computers, mobile communication and media devices, and digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications. Market cap at $607.54B, most recent closing price at $648.11. Apple recently reached an all-time high. A pending release of an iPhone 5 and iPad mini will ensure the company.
In the color printing space:
7. Xerox Corp. (XRX, Earnings, Analysts, Financials): Engages in the development, manufacture, marketing, service, and finance of document equipment, software, solutions, and services worldwide. Market cap at $9.69B, most recent closing price at $7.41. Xerox reported a weak quarter, but its shares have since recovered. The company is a strong player in the color printing space.
8. Lexmark International Inc. (LXK, Earnings, Analysts, Financials): Develops, manufactures, and supplies printing and imaging solutions for offices. Market cap at $1.46B, most recent closing price at $20.51. Lexmark reported weak earnings last quarter and guided the next quarter with lower revenue. Lexmark is a weaker player in the printing space.
9. Hewlett-Packard Company (HPQ, Earnings, Analysts, Financials): Offers various products, technologies, software, solutions, and services to individual consumers and small- and medium-sized businesses (SMBs), as well as to the government, health, and education sectors worldwide. Market cap at $38.49B, most recent closing price at $19.52. A large majority of revenue for HP comes from its print division. In its last quarter, revenue from print and imaging declined 7%. Stronger interest in photography will be a benefit for this division.
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