GGP and Other Retail REITs Struggle to Exist in Digital Era
During 1Q17, General Growth Properties’ (GGP) occupancy rate (same-store leased percentage) fell to 95.9% from 96.6% in 1Q16.
Company & Industry Overviews
Twitter’s Data Business Continues to Roar
In the wake of the Facebook (FB) privacy scandals earlier this year, Twitter (TWTR) had a bit of explaining to do.
Why Is AT&T Offering DirecTV as an Over-the-Top Service?
AT&T is planning to enter the IP-based video delivery market by offering DirecTV as an OTT (over-the-top) service in the fourth quarter of 2016.
Interest Rate Expectations Have Jolted Equity and Debt Alike
Asset managers (VFH) are seeking stability in order to attract funds toward either equity or debt offerings.
What Do Analysts Recommend for JPMorgan Chase and Wells Fargo?
In a Bloomberg survey of 37 analysts, 19 analysts (51%) have assigned a “buy” rating to Wells Fargo (WFC) while 13 (35%) have rated it as “hold.” The stock currently has five “sell” ratings.
Chevron Ranks Second-Last in Terms of Its Dividend Yield
In terms of its dividend yield, Chevron (CVX) is the fifth-best performer among the six stocks under review.
Can State Street Recover Its Discounted Valuations?
On a next 12-month basis, State Street Corporation (STT) has a PE (price-to-earnings) ratio of 13.9x. Its competitors’ average is 21.22x.
Harris Corporation: S&P 500’s Top Gainer on January 30
Harris Corporation was the S&P 500’s top gainer on January 30. On January 30, Harris Corporation gained 6.2% and closed the day at $156.31.
Your Outliers in the Consumer Space: 5th Week of August
By the end of August, the S&P Consumer Staples had outperformed the S&P Consumer Discretionary and SPY with respective returns of 0.89%, -0.18%, and 0.50%.
Comcast Moves To Boost Growth In Business Unit
In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.
When Will Yum! Complete the Separation of Its China Division?
On October 20, Yum! announced that it will separate its China division from the rest of its business. It’s expected to complete this by the end of 2016.
Google Could Put Self-Driving Cars on the Roads by Summer 2015
With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.
What’s Driving Capex at Verizon?
Verizon has been spending big on capex to improve its network and acquire additional spectrum for future use.
Looking ahead for Indian-Focused Funds
All five India-focused funds have their highest individual sectoral exposure to financials. As reported in the news, 2015 has been a year of global economic stress.
What Does Kinder Morgan’s Valuation Indicate?
Kinder Morgan (KMI) is currently trading at a forward EV-to-EBITDA multiple of nearly 12.0x.
Coca-Cola Deal Gives Monster Beverage Yet Another Boost
In 2014, Monster Beverage’s net sales increased by 9.7% to $2.5 billion, with 21.7% of its net sales from outside the United States.
What Spark Therapeutics’ Valuation Trend Indicates
Spark Therapeutics’ (ONCE) operating expenses decreased from $78.48 million in Q2 2017 to $59.78 million in Q2 2018.
How Is ExxonMobil’s Upstream Portfolio Positioned?
Before we review ExxonMobil’s key growth assets, let’s briefly look at the company’s production expectations for the current year.
Is Canadian Pacific’s Free Cash Flow Enough for Dividend Growth?
Now let’s examine the free cash flow levels of Canadian Pacfic and compare it to its arch-rival Canadian National Railway (CNI).
Key Drivers of Extra Space’s 2018 Performance
Extra Space (EXR) holds 12% of its total properties in the form of joint ventures and 32% managed for third parties—the largest in the industry.
Who’s the energy company achiever, and who are the laggards?
Let’s see which energy company stands out as the most efficient in reducing debt loads and improving leverage ratios and which ones are laggards.
Will Apple’s Launch of News+ Help Boost Its Revenue?
On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.
This Railroad Led in First-Quarter Intermodal Revenue Growth
Norfolk Southern (NSC), an Eastern US railroad, reported the highest intermodal revenue growth of 19% YoY among its peers in the first quarter.
Will Airfares Continue to Decline in 2016?
According to a study by Expedia, airfares fell by about 5% in 2015. Despite this decline, passenger complaints are on the rise. Many consumer leaders also lobbied for airfare reductions.
Rolls-Royce's Struggles Continue, Survival in Question
The aviation industry has been impacted severely by the COVID-19 pandemic. Will Rolls-Royce survive the COVID-19 pandemic?
Will Fannie Mae Go Private?
Fannie Mae has been funneling all of its profit to the federal government for more than a decade, which leaves other investors with nothing.
Will Tesla Acquire Skeleton Technologies Before Its IPO?
Skeleton Technologies' IPO is closely watched by investors seeking opportunities in the clean energy sector.
Marijuana Legalization: More Americans Are Saying Yes
Marijuana legalization is gathering steam as one of the key topics for the 2020 presidential election. Marijuana is still a federally controlled substance.
Why Have IBM’s 7-nm Chips Created Such Excitement?
With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.
NVIDIA Broadens Software Stack to Maximize Data Center Returns
NVIDIA (NVDA) has differentiated itself from other computing accelerator companies like Xilinx (XLNX) and Intel’s (INTC) Altera by transitioning to being an accelerated computing platform company.
Valeant’s Dermatology Business Felt Pricing Pressure in 2016
Dermatology pricing trends Valeant Pharmaceuticals’ (VRX) dermatology business witnessed intense pricing pressure in 2016, due to a change in the company’s distribution model in 4Q15. While Valeant previously marketed its dermatology drugs through specialty pharmacies, the company now distributes its products through Walgreens. To learn about the company’s current distribution model, please refer to How Valeant Plans […]
Behind Silver Miners’ Debt Repayment Capacities
Silver companies try to maintain an optimal level of debt-to-equity to lower their costs of capital and maintain an optimum level of risk-reward for shareholders.
Marijuana Movement: Why Do Celebrities Support It?
Marijuana is gaining more and more attention. What’s caught the most attention is that many celebrities are joining the growing support movement.
Which Sector Has Attracted the Most FDI This Year?
Cumulative data of FDI inflows since April 2000 show the services sector has received 17% of the total FDI inflows in India.
What Are the Challenges for the Pharmaceutical Industry in Japan?
Japan is the second-largest individual pharmaceutical market in the world. It accounts for less than 10% of the total global pharma market.
How Ferrari Got Its Start
Ferrari (RACE) is one of the most prestigious brands in the automobile industry. The Italian racing and sports car manufacturer entered the business in 1947.
XOM, CVX, RDS.A, BP: Are They Underperforming the S&P 500?
So far in 1Q18, Chevron (CVX) stock fell 13.9%, the highest among its peers ExxonMobil (XOM), BP (BP), and Royal Dutch Shell (RDS.A).
BYND Leads Alt-Meat Market, Faces New Competitors
On Friday, investment bank UBS started coverage on Beyond Meat Stock (BYND). At 10:08 AM ET today, the stock was trading 4.4% lower at $76.5.
Broadcom Restructures CA Technologies’ Business Model
Broadcom (AVGO) has been growing its cash flow by acquiring companies that are market leaders with high cash flow.
How Xtandi Fueled Big Pharmaceutical Interest in Medivation
Xtandi is the major factor behind Pfizer’s (PFE) interest in Medivation (MDVN). The drug, along with MDVN’s pipeline molecules, should strengthen Pfizer’s (PFE) oncology franchise.
An Overview of OPGSX’s Precious Metal Holdings
OPGSX may also invest up to one-fifth of its portfolio directly into gold or silver bullion and other precious metals.
Estée Lauder Sees Positive Outlook in China
International brands such as Estée Lauder (EL), L’Oréal (LRLCY), Procter & Gamble (PG), Shiseido (SSDOY), and Nivea (BDRFF) dominate the cosmetics market in China.
US Banking Sector: Key Trends and Outlook
Changes in technology have reshaped the banking sector. Banks are increasingly collaborating with fintech firms to improve their customer service.
An Overview of US LNG Production and Exports
Investors may be seeing a lot of reports about rising US LNG (liquefied natural gas) exports. Let’s review the basics of LNG.
A Look at Boston Scientific’s Valuation Multiples in September
On September 14, Boston Scientific (BSX) was trading at a forward price-to-earnings ratio of 24.4x, compared to the industry’s average PE ratio of 22.4x.
Cisco Systems Adjusts Its Holdings in VMware
Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.
Sucampo Pharmaceuticals’ Research Pipeline in December 2017
Sucampo Pharmaceuticals (SCMP) recently completed a Phase 3 study for the alternate sprinkle formulation of Amitiza (lubiprostone) in adults with CIC (chronic idiopathic constipation).
Top Developments in the Cannabis Industry’s Early Years
In the second half of 2018, the cannabis industry remained busy. As the cannabis sector experienced a boom, there was a lot of excitement among investors.
Facebook Determined to Make Money in Africa
Through Internet.org, Facebook offers various countries in the developing world a free app that enables users there to access certain websites and apps without any data charges.
What’s in Store for Dominion Energy Stock?
Dominion Energy (D), one of the laggards among top utilities this year, seemed strong lately and is currently trading close to an eight-month high.