Highest Dividend Growth: Comparing NEE, EIX, and AWK
Utilities have been weak compared to the broader markets this year largely due to the strength in the Treasury yields.
Company & Industry Overviews
What Are Lowe’s Supply Chain and Inventory Management Policies?
Lowe’s inventory turnover came in at 4.1x in fiscal 2015 compared to 4.9x for Home Depot (HD).
How Does Lowe’s E-Commerce Performance Compare to Rivals?
Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.
How Did Ford’s August 2016 Sales Turn Out in China?
Ford Motor Company (F) reported total vehicle sales of more than 214,000 units, which is a fall of 8.4% from August 2015.
Marijuana Policy: Can California Shape It for the US?
Marijuana reform has always been important in California, which became the first state to legalize medical marijuana in 1996.
Saudi Arabia Enters International Bond Market, Raises $17.5 Billion
On October 20, the government of Saudi Arabia raised about $17.5 billion in an international bond issuance, marking the emerging market’s first foray into the international bond market.
Why Nokia Is Cutting Jobs in France
Nokia’s French R&D unit, where the company is required to have hired a total of 2,500 employees before the end of 2018, is expected to be spared the layoff.
eBay and Adyen Are More Than Payment Partners
When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.
Valeant Pharmaceuticals: An Inorganic Growth Story
Valeant Pharmaceuticals International (VRX) has grown inorganically through highly leveraged acquisitions. From 2008 to 2015, it acquired more than 100 companies.
Cannabis Industry Heats Up, Trump Might Ban Vaping
Cannabis legalization is heating up. More states are coming forward to legalize marijuana. Cannabis is also gaining global popularity.
Canadian Pacific: Domestic Intermodal Growth Matters
In the week ended April 1, 2017, Canadian Pacific reported a 6.3% rise in overall intermodal traffic.
NVIDIA Unlikely to Compete with AMD on 7-nm Node
Advanced Micro Devices (AMD) is working on ray tracing technology and plans to introduce this technology in its future GPUs (graphics processing unit) in order to compete with NVIDIA’s (NVDA) RTX GPUs.
Macy’s Investors Disappointed in 2015: Stock Falls More Than 46%
Macy’s (M) stock price has fallen a whopping 46.7% this year. On December 21, 2015, Macy’s share price fell to $35.02. It touched its 52-week low of $34.50 on December 17.
Checking In on Broadcom’s Stock Buyback
Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.
Will AMD’s Lisa Su Step Up as Intel’s Next CEO?
Intel’s (INTC) next CEO is a hot topic in the tech sector. Rumors suggest that the company plans to announce its new CEO before its fourth quarter of 2018 earnings release on January 24.
A Look at Groupon’s Marketing Strategy
Groupon (GRPN) is pumping millions of dollars (UUP) into marketing and customer acquisition efforts as it seeks to conquer the North American daily deals market.
NVIDIA’s Operating Expenses Exceed Its Operating Profits
NVIDIA’s non-GAAP operating expenses increased 3% sequentially to $755 million in fiscal 2019’s fourth quarter as the company continued to invest in gaming, data centers, and automotive.
Understanding Canadian Solar’s Business Model
A significant proportion of Canadian Solar’s revenue comes from its top five customers, a structure that’s not uncommon in the industry.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
The Impact of the AT&T–Time Warner Merger
Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.
Understanding Coach’s Marketing Strategies
To support its direct marketing initiatives, Coach has a database of 24 million households in North America and 10 million in Asia.
Investors should be aware of regulations in the telecom industry
In the US and around the world, the telecom industry is regulated because market forces can’t maintain competition within the highly capital-intensive industry.
Can Under Armour’s Growth Model Cope With These Threats?
Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.
AptarGroup Appoints Stephan B. Tanda as Its President and CEO
AptarGroup (ATR) rose 3.4% to close at $76.07 per share during the fourth week of November 2016.
How Ferrari’s Cash Flow Cycle Impacts Profitability
For the last three years, Ferrari (RACE) has been reporting gradual progress in EBITDA (earnings before interest, tax, depreciation, and amortization).
Are Institutional Investors Bullish on Calumet Specialty?
Heritage Group and Calumet are the top two investors in Calumet Specialty Products Partners (CLMT).
Must Know: Analysts’ Price Target for Chipotle Mexican Grill
About 47% of analysts have “buy” recommendations on Chipotle, 50% of analysts have “hold” recommendations, and 3% have “sell” recommendations on the company. Overall, the stock has a “buy” rating.
High Yield Bond Issuance Hit 2016 Record Last Week
High yield bond issuance surged last week and hit its highest level in 2016 yet due to continued growth in volume.
Key customers in the telecom industry
Post-paid users pay telecom companies periodically. The users pay after they received the service. They typically subscribe to plans for a fixed term.
What’s the Story behind the Pfizer-Medivation Deal?
Medivation’s portfolio complements Pfizer’s existing oncology portfolio that includes solid tumors, hematology, and immunology-oncology.
Cannabis in Mexico: Legalization Bill Is Ready for Voting!
Cannabis legalization is approaching the deadline in Mexico. According to the Supreme Court, the deadline for marijuana legalization is Wednesday.
What Efficiency Ratios Say about AMD’s Management
In 2018, AMD increased its capital spending by 44% to $163 million and net income by 400% to $514 million, resulting in a stronger efficiency ratio.
Comparing Cannabis Stocks’ EV-to-EBITDA Multiples
In this part, we’ll compare how these producers’ multiples compare with each other.
Why Eylea Could Face Tough Competition in 2016
In 2016, Regeneron expects to face increased competition from Roche Holding’s Lucentis (Ranibizumab) and Avastin (Bevacizumab) for Eylea.
MPC, TSO, VLO, PSX: Which Refining Stock Is Trading at a Premium?
Now, let’s look at the forward valuations of Marathon Petroleum (MPC), Tesoro (TSO), Valero Energy (VLO), and Phillips 66 (PSX).
Canopy Growth Looks for CEO, Linton Gets a New Role
Canopy Growth took the market by surprise and let CEO Bruce Linton go. After leaving Canopy Growth, Linton joined three companies in an advisory role.
Boston Scientific Stock Up Today on the Acquisition of Veniti
Boston Scientific (BSX) announced the acquisition of Veniti for $108.0 million. BSX already owns a 25% stake in Veniti.
A Review of Floaters and Jack-Up Fleets for Offshore Drillers
Seadrill and Diamond Offshore have more than 20 floaters in their fleets. Ensco and Rowan Companies have more jack-ups in their fleets than peers have.
Revisiting Valuation Multiples for Cannabis Companies
Recreational cannabis is close to being legalized in Canada, and producers are running at full bore to capture a piece of the market.
Decoding Humana’s Revenue Stream in 2015
Humana reported revenues of about $54.3 billion in its 2015 results. This amounts to a 12% revenue growth in 2015, compared to ~$48.1 billion in 2014.
Inside Facebook’s Top 3 Priorities
Investment research firm Zenith estimates that worldwide spending on online video ads rose 23.0% to $27.2 billion in 2017.
UPS’s Second-Largest Segment: International Package Segment
United Parcel Service’s international package segment includes small package operations in Europe, Asia-Pacific, Canada, Latin America, the Indian subcontinent, the Middle East, and Africa.
Can Yelp Grow Its Share of This $23 Billion Industry?
Yelp’s acquisition of Nowait can be seen as another step to grow its portfolio of restaurant-oriented apps and get a larger share of digital advertising.
American Express: Opportunities Abound in a Challenging Market
Co-branding relationships are an important part of the American Express business model. The costs of renewing and extending these relationships is increasing.
Marathon Petroleum’s Debt Is Lower than Industry Averages
Marathon Petroluem’s net debt-to-EBITDA ratio stood at 1.9x in 4Q16. It’s lower than the average industry ratio of 2.8x.
Inside Ralph Lauren’s Key Strengths, Potential Upsides, and Key Risks
Ralph Lauren’s merchandise is available through ~13,000 wholesale distribution channels, 501 retail stores, 589 shops-within-shops, and ten websites.
Why Symantec’s Buyout Was Expected after Silver Lake’s Investment
According to the New York Times, Symantec’s acquisition of Blue Coat was expected since it’s in line with Silver Lake’s working methods.
What You Should Know about Stanley Security’s Business Mix
The Stanley Security business saw a steady decline in the last four years with sales falling from $2.4 billion in 2012 to ~$2.1 billion in 2015.
Most Airline Stocks Continue to Tumble in August
In 2015, most airline stocks have fallen, and the NYSE ARCA Airline Index (XAL), which is composed of the major US airline stocks, has also tumbled as much as 13.5% year-to-date.
Tandem Diabetes Care’s International Expansion Strategy
Tandem Diabetes Care (TNDM) is slated to begin its international expansion later this year to capture opportunities arising after Johnson & Johnson’s (JNJ) exit from the insulin pump market, which was announced in October 2017.