Consumer

An AMC Theater rental could be the perfect solution getting family, friends, and more together during the coronavirus pandemic.

Congress has passed a law that could be a precursor to delist Chinese companies if they don't comply with audit requirements.

Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.

As of December 21, 2017, Bed Bath & Beyond (BBBY) stock was trading at $21.50. That same day, analysts were expecting the stock to reach $22.78 in the next 12 months.

The Redbook Index released the same-store weekly data on Tuesday, March 11, 2014.

In the previous part of this series, we looked at the second-largest US automaker, Ford’s (F), sales in China in October. The company’s weakening Chinese sales are likely to continue.

Facebook’s net profit was $3.9 billion in 2Q17, up from $2.3 billion in the corresponding quarter a year earlier.

Valuation multiple Investors should look at valuation multiples when deciding whether to enter or exit a stock. Valuation multiples are driven by perceived growth, risk and uncertainties, and investors’ willingness to pay for a stock. There are various multiples to evaluate a stock. In this article, we’ll use the PE (price-to-earnings) ratio due to its […]

Microsoft, Amazon, and other vendors are pursuing a $278.3 billion revenue opportunity in the global public cloud market, according to the latest Gartner estimates.

Last month, Twitter (TWTR) announced it would partner with 30 companies to bring original shows to its platform.

Procter & Gamble (PG) posted stronger-than-expected third-quarter results on Tuesday, April 23.

So far in this series, we’ve discussed McDonald’s (MCD) estimated revenue, sources of revenue, and estimated EBIT (earnings before interest and tax) margins.

Costco (COST) reported lower-than-expected fiscal 2Q18 earnings (period ended February 18, 2018) results on March 7, 2018.

Analysts expect Home Depot (HD) to post third-quarter revenue of $26.3 billion, a rise of 4.9% year-over-year.

Since the week ending September 29, 2017, Weatherford International stock has fallen 7% until October 6, 2017. OIH has generated -2% returns.

Valuation multiple We’ve used the forward PE (price-to-earnings) multiple for our analysis, due to its high visibility in Starbucks’s (SBUX) earnings. The forward PE multiple is calculated by dividing a company’s stock price by analysts’ earnings estimates for the next four quarters. Starbucks’s forward PE multiple Starbucks’ lower-than-expected SSSG (same-store sales growth) in fiscal 3Q17, lowering of […]

Alibaba’s (BABA) stock fell about 6.2% on February 1—the day the company released its fiscal 3Q18 (December quarter) earnings.

National Oilwell Varco’s (NOV) capital expenditure or capex fell ~32% in fiscal 2017—compared to its capex spend in fiscal 2016.

DISH Network will release its 4Q17 earnings before the market opens on February 20, 2018. As per Yahoo Finance, DISH’s revenue in 4Q17 is expected to be $3.5 billion.

Farmers for Free Trade’s campaign was rolled out on September 12 with the slogan “Tariffs Hurt the Heartland.”

eBay’s management noted that eBay Enterprise margins fell by 3.9% during the last quarter compared to a year ago. The increased cost to prepare for the holiday season was blamed for the decline.

Whole Foods Market reported a 1.9% year-over-year (or YoY) increase in its top line, primarily driven by new store openings.

In the first quarter, Home Depot (HD) posted SSSG (same-store sales growth) of 4.2%, lower than analysts’ consensus expectation of 5.4%.

Philip Morris International (PM) announced its 3Q17 earnings on October 19. The company posted adjusted EPS (earnings per share) of $1.27 on revenues of $7.47 billion.

Sales fell 0.2% in November. Inventories increased 0.2%. Interestingly, the inventory build was with the retailers, not the manufacturers.

Apart from investors’ concerns about rising interest rates, the major worry that triggered a massive sell-off in the fourth quarter of 2018 was the US-China trade war triggered by President Donald Trump.

Renaissance Technologies eliminated a position in online retailer Amazon.com Inc. (AMZN) that accounted for 0.34% of the fund’s 3Q portfolio.

Analysts expect Lowe’s (LOW) to post revenue of $15.33 billion in 4Q17, which represents a fall of 2.9% from $15.78 billion in 4Q16.

Amazon Neptune marked the company’s entry into the graph database market.

Amazon (AMZN) stock closed at its highest point ever on July 11, at $1,755.

Waymo, the self-driving unit of Alphabet (GOOGL), is phasing out the pod-like cars it has long used to test its autonomous driving technology.

This article considers the impact of Japan’s trade dynamics on Japanese automakers like Toyota (TM) versus General Motors (GM) from a macroeconomic perspective.

Last week, which ended October 13, 2017, Fiat Chrysler (FCAU) stock remained mixed and witnessed a minor rise of 0.90%.

Analysts expect Papa John’s (PZZA) to post EBITDA of $43.9 million in 2Q16. This represents an EBITDA margin of 10.6%, compared to 10.3% in 2Q15.

In 2Q17, analysts expect Dunkin’ Brands (DNKN) to post EPS (earnings per share) of $0.62, which represents a rise of 8.8% from its EPS of $0.57 in 2Q16.

The 2.3% home price expectation is much lower than the 6%–7% forecast we’re seeing out of the National Association of Realtors and the mid single-digit forecast we’re seeing from most Wall Street professionals.

According to a report from Statista and the previous chart, Pandora leads the Internet Radio market with a share of 31%.

Endo Health Solutions is a 1.26% position initiated by Lone Pine Capital in the 2013 last quarter.

  In this six-part series, we will go through some of the main positions Eton Park Capital traded this past quarter Eton Park Capital Management is a multi-strategy hedge fund founded in November 2004 by former Goldman Sachs partner Eric Mindich. The firm started new positions in Family Dollar Stores (FDO) , Constellation Brands (STZ), […]

Appaloosa Management enhanced its position in American Airlines Group Inc. (AAL) last quarter that now accounts for 3.48% of Appaloosa’s total 1Q portfolio.