How Does J.B. Hunt Compare to Its Peers?
J.B. Hunt is way ahead of its peers based on the PE ratio and PBV ratio. J.B. Hunt outperformed its ETFs based on the price movement, PE ratio, and PBV ratio.
J.B. Hunt (JBHT) has a market cap of $8.7 billion. After the earnings report in 3Q15, it rose by 3.3% to close at $75.09 per share as of October 14, 2015.
Durable goods orders are for items meant to last three or more years. The U.S. Census Bureau released the advance durable goods orders report for April on Tuesday, May 27.
Boeing Investors on Trump: Gauging the Reaction to High Defense Spending Plans
Since the Trump administration announced its new budget proposal, Boeing (BA) stock has risen 1.1%, closing at $179.4 on March 20, 2017.
Of the 25 analysts tracking Boeing (BA), four (16%) have issued a “strong buy” recommendation on the stock, while seven (28%) have issued a “buy.”
Boeing (BA) is expected to be one of the largest beneficiaries of Trump’s proposed increased military spending.
Why Deere’s Construction and Forestry Segment Revenue Fell
Deere’s (DE) Construction and Forestry segment reported revenue of $1.10 billion in fiscal 1Q17—a decline of 6% compared to $1.17 billion in fiscal 1Q16.
Before Deere (DE) announced its fiscal 1Q17 earnings, 22 brokerage firms were actively tracking Deere stock.
Deere’s (DE) Agriculture and Turf segment reported revenue of $3.60 billion in fiscal 1Q17 and remained flat compared to $3.60 billion in fiscal 1Q16.
What Should Investors Watch for in 2017?
Declining load factors and unbridled capacity expansion typically result in pricing wars, which was the case throughout 2015.
Among the seven major carriers, most analysts seem to favor Delta Air Lines (DAL), which has a “buy” rating from 87.5% of the analysts.
As many as 30,000 pilots will reach the mandatory retirement age of 65 years by 2026. A study by the University of North Dakota notes that without sufficient new hires, airlines could face a pilot shortage in perhaps three years.
Strong Shipments Boost UPS’s International Revenues in 4Q16
UPS expects its International segment’s revenues to grow 2%–4% in 2017.
In 4Q16, UPS’s International segment’s revenue rose 2.6% to ~$2.7 billion from ~$2.6 billion in 4Q15.
In 4Q16, United Parcel Service (UPS) just missed analysts’ revenue estimates by 0.5%.
Analysts Revise Tsakos Energy Navigation’s Targets in Week 11
In this part of the series, we’ll discuss the consensus recommendations for these companies. In week 11, Tsakos Energy Navigation (TNP) released its 4Q16 earnings.
Overall bunker fuel prices in week 11 fell compared to the previous week, mainly due to steady crude oil prices and ample bunker fuel inventories.
In this article, we’ll take a look at crude (DBO) tanker rates. Let’s see which tankers performed the best in week 11 of 2017.
How Do Honeywell’s Latest Valuations Compare to Peers?
At present, Honeywell stock is trading at a premium compared to peer United Technologies after HON declared strong 4Q16 and full-year earnings on January 27, 2017.
As of February 21, 2017, 22 brokerage firms were tracking the Honeywell (HON) stock actively. 82% of these analysts recommended the stock as a “buy.”
On February 21, 2017, Honeywell (HON) stock closed at $124.71.
Why Did Emerson Electric Beat Analysts’ Fiscal 1Q17 Estimates?
For fiscal 1Q17, Emerson Electric (EMR) reported consolidated sales of $3.22 billion, compared to analysts’ expectations of $3.17 billion.
Following its fiscal 1Q17 results and considering an improvement in order trends, Emerson Electric (EMR) revised up its fiscal 2017 EPS guidance.
In fiscal 1Q16, EMR’s Automation Solutions segment accounted for ~65% of the company’s total sales.
Is the Net Asset Value Discount to NMM’s Price Justified?
Due to NMM’s increasing spot rate exposure and older fleet, NAV (net asset value) is the best metric to get a sense of the company’s floor valuation.
Prior to Navios Maritime Partners’ 4Q15 results, 25% of the analysts covering it had a ‘buy” recommendation, which dropped to 16.7% post-results.
Navios Maritime Partners’ liquidity profile looks comfortable, with cash-at-hand of $34.5 million at the end of 4Q15.
How Did Johnson Controls Perform in 4Q16?
Price movement Johnson Controls (JCI) has a market cap of $41.7 billion. It rose 5.7% to close at $43.94 per share on November 8, 2016. The stock’s weekly, monthly, and…
Johnson Controls fell 7.9% to close at $40.32 per share on October 31. Its weekly, monthly, and YTD price movements were -9.2%, -13.4%, and 17.9%.
Price movement Pool (POOL) has a market cap of $3.8 billion. It rose 0.50% to close at $92.22 per share on October 28, 2016. The stock’s weekly, monthly, and year-to-date…
Golar’s Analyst Recommendations before the 4Q16 Results
Wall Street analysts have a 12-month price target of $36.8 for Golar.
Since the first quarter of 2015, Golar LNG has had negative EBITDA.
Golar LNG’s (GLNG) 4Q16 results are scheduled to be released on February 28, 2017.
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.
The shares of General Electric (GE) are trading at a PE (price-to-earnings) ratio of 28.6x.
GE had $10.0 billion in cash and cash equivalents on the Industrial + Verticals balance sheet as of June 30, 2016.
Analyzing GWR’s European Carloads in February 2017
Genesee & Wyoming’s (GWR) European carloads remained unchanged YoY (year-over-year) in February 2017.
In February 2017, Genesee & Wyoming’s (GWR) North American traffic fell 1% YoY (year-over-year).
Canadian Pacific’s (CP) intermodal volumes have been rising for the past few weeks.
China’s Contribution to U.S. Steel’s Rally
China plans to further curtail its steel capacity to address rising pollution levels in that country.
U.S. Steel Corporation (X) and other steelmakers rallied handsomely after Donald Trump’s election.
Analysts polled by Thomson Reuters expect U.S. Steel to post revenues of $11.9 billion in 2017.
How Is YRC Worldwide’s Debt Stacked among Peers after 4Q16?
YRC Worldwide’s debt YRC Worldwide’s (YRCW) current total debt stands at $997.0 million. It consists of CDA (contribution deferral agreement) notes, new term loans, and capital leases. At the end…
Of the six analysts surveyed, two have recommended YRCW stock as a “strong buy” or equivalent, while one has given a “buy.”
In 4Q16, YRC’s Freight segment revenue fell 0.5% to $730.3 million from $733.7 million in 4Q15.