Company & Industry OverviewsChevron’s 3.6% Dividend Yield Ranks Sixth with High ValuationsChevron (CVX) is the sixth stock on our list of the top eight dividend-yielding stocks.
Company & Industry OverviewsA Look at Time Warner’s Key MetricsIn fiscal 1Q16, Time Warner bought back $700 million worth of shares. Including dividends, it has returned around $1.3 billion to its shareholders year-to-date.
Company & Industry OverviewsAre US Utilities Both Safe Havens and Overvalued?The rush to US utilities despite their already stretched valuations indicates their safe-haven appeal amid global turmoil.
Company & Industry OverviewsWill a Partnership with GE Improve BHI’s Returns?Between December 2014 and December 2016, Baker Hughes (BHI) stock hit its peak in April 2015. It troughed at ~$39 in January 2016.
Company & Industry OverviewsBuckingham Research Downgrades Netflix due to Competition FearsOn March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”
MaterialsW.R. Grace Signs a Spree of New ContractsOn November 27 and 28, 2017, W.R. Grace (GRA) signed a spree of new contracts for its Unipol license.
Company & Industry OverviewsWhy Twitter Closed Its TV AppsTwitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.
Company & Industry OverviewsWhat Is Dish Network’s Wireless Spectrum Strategy ?Dish Network (DISH) has filed an application with the FCC to participate as a potential spectrum bidder.
Company & Industry OverviewsWhy Google Can’t Take Any Chances with YouTubeIt comes as no surprise that Google is spending hundreds of millions of dollars every year to review content on its platforms such as YouTube.
Company & Industry OverviewsMusic-Label Deals Could Also Help Facebook’s Video AmbitionsFacebook has been concentrating its efforts on video for a long time now. It has ambitions of becoming the number one player in the video ad market.
Company & Industry OverviewsIs It Time to Invest in International Funds?2016 has mostly been about macro trends, thus presenting a different set of challenges for active fund managers who mostly focus on companies rather than economic and sector trends.
Company & Industry OverviewsWill Kinder Morgan Stock Continue to Surge in 2017?Kinder Morgan stock has risen 44% in the past year, as compared to Enterprise Products Partners’ 32% rise and ONEOK’s 162% rise.
Company & Industry OverviewsPotential Dangers: Twitter and Fake NewsTwitter (TWTR) is considering rolling out a feature that could empower its users to report misleading or deceitful news stories, according to a Washington Post report.
Company & Industry OverviewsWhy Netflix Is Streaming Low-Quality Video on AT&T and VerizonNetflix has been streaming low-quality videos for subscribers on AT&T and Verizon Communications’ (VZ) wireless networks. Here’s why.
Company & Industry OverviewsTwitter Ending Support for Its Apple Computers AppTwitter (TWTR) announced in mid-February that it would be dismantling its app for Apple desktop computers.
Company & Industry Overviews5G Technology: The Main Driver of Qualcomm and Apple’s SettlementApple (AAPL) is the second-largest handset maker in the world after Samsung (SSNLF), and it earns more than 60% of its revenue from iPhones.
Company & Industry OverviewsHow BP’s Debt Position ComparesIn this part, we’ll review whether BP’s (BP) debt position has improved. Let’s begin by comparing BP’s debt position with peers’.
Company & Industry OverviewsEyes Are on Instagram as Facebook Reports 4Q16 EarningsAs Facebook (FB) reports its 4Q16 results, all eyes are on the company’s mobile revenue. FB has begun taking steps to monetize its other mobile properties such as Instagram.
MaterialsHow Sensitive Is PotashCorp’s Dividend to Potash Prices?In the last 12 months, PotashCorp (POT) has earned about 36% of its total sales from its Potash segment.
Company & Industry OverviewsAlibaba and Tencent Should Watch Out for BaiduBaidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.
Company & Industry OverviewsWhat’s All the Fuss about Apple’s iPhone 8?Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.
Company & Industry OverviewsWill Amazon’s Dominance in Cloud Affect Oracle’s Lead in Database?Amazon Neptune marked the company’s entry into the graph database market.
Company & Industry OverviewsHow Facebook Plans to Address Content DisputesFacebook (FB) has once again reiterated its ambitions to become the leading content supplier in the social media space.
Company & Industry OverviewsWhat Are Analysts’ Recommendations for Merck in 2017?For 2016, Merck & Co. (MRK) reported revenue close to $39.8 billion, a year-over-year (or YoY) rise of ~1%. New product launches have played major roles in boosting Merck’s 2016 revenue.
Company & Industry OverviewsSlowing PC Shipments Hit Intel’s EarningsAs the PC demand slowed, Intel started reducing its exposure in the CCG segment.
Company & Industry OverviewsWhy Have Analysts Raised their Revenue Estimates for Papa John’s?In 1Q16, PZZA’s domestic company-owned restaurants generated nearly 48% of Papa John’s revenue, while domestic commissaries and others generated 39.4%.
Company & Industry OverviewsHas Europe’s GDPR Law Affected Google’s Ad Business?The European Union’s General Data Protection Regulation (or GDPR) came into force on May 25.
Company & Industry OverviewsWhy Waymo Is Retiring Google’s Pod CarsWaymo, the self-driving unit of Alphabet (GOOGL), is phasing out the pod-like cars it has long used to test its autonomous driving technology.
Company & Industry OverviewsValero Ranks 2nd in Dividend Yield and Market CapitalizationValero Energy (VLO) is the second-highest dividend-yielding stock among the seven refining stocks we’re looking at in this series.
Company & Industry OverviewsCelgene’s Revlimid Expected to Post Strong Revenue in 2017According to unaudited financial results published by Celgene (CELG) on January 9, 2017, Revlimid sales for 2016 are about $7.0 billion, a YoY rise of about 20.0%.
Company & Industry OverviewsWhat Facebook Was Aiming for with Its Stock ReclassificationIn this series, we’ll review updates in the US Internet space and discuss some of the current issues faced by companies in the industry.
Company & Industry OverviewsWhat Are Broadcom’s Plans for Its Enterprise Storage Business?Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.
MaterialsThese Gold Miners Surprised Us with Unit Costs in 3Q17AISC (all-in sustaining costs) are an encompassing measure that helps compare miners’ performance—a vital metric for investors. They show the company’s margin cushion at prevailing gold prices (GLD)(IAU).
Company & Industry Overviews21st Century Fox’s Rising STAR in India21st Century Fox owns STAR India, India’s largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in its portfolio.
Company & Industry OverviewsCan Union Pacific’s Free Cash Flows Support Its Higher Dividend?Union Pacific had FCF of $3.02 billion in the first nine months of 2017, compared with $2.86 billion in the corresponding period of 2016.
Company & Industry OverviewsLack of Rate Hike in September Leads US Stocks DownThe US Federal Reserve met on September 16 and 17 in one of the most anticipated monetary policy meetings in recent memory.
Company & Industry OverviewsWhy User Revolt over Snapchat’s Redesign May Not Be a NegativeSnapchat recently rolled out the biggest update to its app in more than three years. However, the update is facing a massive revolt by many users.
Company & Industry OverviewsCredit Suisse and Barclays Are Bullish on European Equity for 2016Credit Suisse (CS) strategists forecast 10% earnings growth in Europe versus a 6.8% growth expected from the US.
Company & Industry OverviewsWill Oracle Continue to Outperform the S&P 500 Index?Earlier in this series, we discussed the factors that might impede Oracle’s (ORCL) dominance in the database space, which is also the company’s cash cow.
Company & Industry OverviewsCould Norfolk Southern Increase Its Dividend in 2018?On a long-term basis, NSC aims for a dividend payout ratio of 33.3%.
Company & Industry OverviewsSnap May Challenge Sony In This $125 Billion MarketSnap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
Company & Industry OverviewsShell’s Upstream Portfolio: Is it Poised to Grow?Royal Dutch Shell (RDS.A) produced 3.8 MMboepd in 1Q17 from its worldwide operations, compared to 3.7 MMboepd in 1Q16.
Company & Industry OverviewsTwitter Works to Ban Abusive SpeechTwitter (TWTR) is gearing up to tighten rules to foster healthier conversations on its platform and curb toxic speech.
Company & Industry OverviewsReviewing What Likely Drove NXP’s 3Q16 RevenueNXP caters to a broad market, including the automotive, communications infrastructure, mobile, embedded device, industrial, and secure payment spaces.
Company & Industry OverviewsAlaska Airlines Capacity Growth Is Faster than That of Its PeersAlaska Air Group saw the highest surge in traffic demand and was the leader in capacity growth, with a 6.4% YoY increase in its capacity in July 2015.
Company & Industry OverviewsHow Was ExxonMobil’s Upstream Performance in Q2 2018?ExxonMobil (XOM) produced 3.7 MMboepd (million barrels of oil equivalent per day) from its worldwide operations in the second quarter.
Company & Industry OverviewsBP’s Upstream Segment: Large Upcoming Gas ProjectsBP has a strong pipeline of projects in its upstream portfolio. These projects are expected to result in 800,000 barrels per day of new production by 2020.
Company & Industry OverviewsWhat’s Been Driving Diamondback Energy’s Stock Price Movement?Diamondback Energy’s stock price saw uptrend from October 2012 to June 2014. When NYMEX WTI crude oil started falling in June 2014, FANG’s stock peaked.
Company & Industry OverviewsUsers consume more data on Verizon and Sprint networksPeople consume more data via Wi-Fi because it’s much cheaper than cellular data plans—6.8 GB using Android phones and 8.9 GB using Apple iPhones.
MaterialsHow Much Demand Will There Be for Nitrogen in the Near Term?According to CF Industries, nitrogen prices could remain under pressure as new capacities come online in 2017. However, the company believes that things should improve in 2018.