Align Technology to Execute on Key Strategic Priorities in 2018
Align Technology (ALGN) has been growing at a fast pace while it executes its strategic priorities around the world.
Industrials
How Symantec Plans to Bring Growth to Its Enterprise Segment
Recent data breaches—especially the Equifax attack—increased the demand for LifeLock identity protection, which benefited Symantec in 2017.
How Is Southwest Airlines Doing?
Southwest Airlines’ (LUV) operating revenue grew 3% and 4% in 2016 and 9M17, respectively. The holiday season was included in 2016.
A Strong Pipeline of Drugs Bodes Well for Radius Health
The drug candidates in Radius Health’s (RDUS) pipeline include an investigational abaloparatide transdermal patch for possible use in treating women with postmenopausal osteoporosis.
Which Stocks Have Announced $1,000 Bonuses?
In this series, we’ll be taking a look at the companies that have announced $1,000 dollar bonuses, pay raises, increased dividends, and buybacks in the last two months.
How Kansas City Southern Is Valued among Peers after 4Q17
KSU has the lowest PE ratio of 17.7x in the peer group, most likely due to the uncertainty of the NAFTA renegotiations.
How Kansas City Southern Delivered on 4Q17 Operating Margins
In 4Q17, Kansas City Southern (KSU) reported an improvement of 80 basis points in its operating margin, which rose to 36% from 35.2% in 4Q16.
Where Does Honeywell’s Valuation Stand Compared to Peers?
The strong upward trend in the market has pushed Honeywell’s (HON) one-year forward PE (price-to-earnings) multiple to 20.30x as of January 22, 2018.
How Has Honeywell Stock Performed since 3Q17 Earnings?
Since Honeywell (HON) declared its 3Q17 earnings on October 20, 2017, HON stock has risen ~9.0% as of January 22, 2018.
Here’s What Influenced the Outlook for Southwest Airlines
Southwest Airlines’ (LUV) operating revenue grew 3% and 4% in 2016 and 9M17, respectively.
What’s the Outlook for Alaska Air Group?
Alaska Air Group’s (ALK) operating revenue rose 6% and 35% in 2016 and 9M17, respectively.
Commodities that Pulled Down CSX’s Carload Traffic in Week 52
Rail giant CSX (CSX) reported double-digit carload traffic loss in the 52nd week of 2017. The company’s carload traffic slumped 15.7% that week.
What to Expect from Delta Air Lines
Delta Air Lines’ (DAL) operating revenue fell 3% in 2016 before gaining 3% in 9M17 (or the first nine months of 2017).
How FedEx’s Performance Influenced Its Outlook
FedEx’s (FDX) revenue grew 6% and 20% in 2016 and 2017, respectively. The FedEx Ground, FedEx Freight, and FedEx Services segments drove the 2016 growth, offset by the FedEx Express segment.
Align Technology’s Growth Prospects amid Increasing Competition
The Chinese market is Align Technology’s major growth driver. However, the company is starting to witness strong competition from startups focused on the clear aligners market.
The Effects of Flat Manufacturing Production Hours
The average work week The US Bureau of Labor Statistics’ establishment survey includes data on the number of hours worked by manufacturing employees. Changes in the number of working hours help investors assess the health of the sector. A rise in the number of working hours signals that companies are projecting higher demand in the manufacturing sector […]
Coal Production Continues to Fall
On December 21, the EIA released the estimate of the coal volumes produced in the US for the week ending December 16.
Discussing the Recent Management Changes at Medtronic
On December 20, 12 of 24 analysts surveyed by Reuters rated Medtronic (MDT) stock as a “buy,” and the remaining 12 analysts recommended a “hold.” There were no “sell” ratings given to MDT stock.
Albemarle Launches New Granite Technology
On December 19, 2017, Albemarle (ALB) announced the launch of its new Granite technology.
FedEx Ground’s Revenues in Fiscal 2Q18: What’s behind the Growth?
FedEx Ground’s (FDX) revenues rose 11.5% to $4.9 billion in fiscal 2Q18, from $4.4 billion in fiscal 2Q17.
KBR Stock: Performance and Outlook
KBR has an assorted mix of business portfolios, which helps it combat cyclicality associated with any single market.
An Introduction to KBR
KBR (KBR), headquartered in Houston, Texas, is a comprehensive professional service and technology provider.
Understanding KBR’s Business Segments
Business segments KBR’s (KBR) business is classified into three core segments (government services, technology and consulting, and engineering and construction) and two non-core segments (non-strategic business and other business). Government services The government service segment’s primary focus is providing support solutions to US, UK, and Australian government agencies. According to KBR’s Form 10-K, the segment offers “full […]
A Look at KBR’s Subsidiaries
Primary subsidiaries Previously, we discussed various acquisitions completed by KBR (KBR). Let’s now take a look at some of KBR’s subsidiaries and how they fit into the big picture for the company. Energy and construction Granherne, a KBR technology and engineering subsidiary, operates in the oil and gas industry. Granherne provides front-end engineering and design services […]
Taking a Look at Riot Blockchain’s Kairos Acquisition
Riot Blockchain stock has seen a strong upsurge in the past few days. It has risen from $4 to $25 in the past six months.
Riot Blockchain and Its New Business Model
From diagnostic equipment, Riot Blockchain pivoted to investing in companies that have exposure to digital currencies and the underlying blockchain technology.
Week 44 Failed to Lift US Rail Freight Volumes
In the 44th week of 2017, total rail freight traffic in the United States recorded a ~0.9% fall. Overall volumes, including intermodal, decreased to ~539,000 units.
Vivint Solar Reported Rise in Estimated Retained Value in 3Q17
Vivint Solar (VSLR) reported a cost per watt of $2.94 for 3Q17, higher than the $2.88 it reported in 2Q17 and $3.85 in 3Q16.
What Does Southwest Airlines’ Current Valuation Indicate?
Current valuation Southwest Airlines (LUV) has a forward EV-to-EBITDA[1. enterprise value to earnings before interest, tax, depreciation, and amortization] multiple of 7.1x. This is the highest multiple among the major airline carriers and is higher than its average valuation of 6.3x since September 2008. Peer comparisons American Airlines (AAL) is trading at a similar valuation […]
Analysts’ Recommendations for Southwest Airlines
Analysts’ recommendations Of the 17 analysts tracking Southwest Airlines (LUV), 36.8% of the analysts (seven analysts) gave a “strong buy” rating on the stock, while another 47.4% (nine analysts) gave a “buy” rating. The remaining 15.8% (three analysts) gave a “hold” rating. None of the analysts gave a “sell” or “strong sell” rating on the […]
Honeywell’s Safety and Productivity Solutions: Acquisition Wave
Honeywell International’s (HON) Safety and Productivity Solutions segment is a fairly new segment and its lowest revenue contributor, accounting for 14.0% of total revenue.
A Look at American Airlines’ Dividend Payouts
Only four airlines—Delta Air Lines (DAL), Southwest Airlines (LUV), American Airlines (AAL), and Alaska Air Group (ALK)—pay dividends to investors.
UPS Is Likely to Strengthen Its Wide Economic Moat
United Parcel Services (UPS US) earns a “wide economic moat” rating from Morningstar from efficient scale, cost advantage, and the network effect.
CSX Corporation Has a Wide Economic Moat
To demonstrate the power of efficient scale in creating economic moats, we highlight four companies: U.S.-based wide moats CSX Corporation and UPS, and international narrow moats Telefonica SA (Spain) and CapitaLand Commercial (Singapore).
Mylan: S&P 500’s Top Gainer on October 4
Mylan, which is one of the leading global pharmaceutical companies in the world, was the S&P 500’s top gainer on October 4.
Canada Puts Boeing Defense Order on Hold
The Canadian Air Force placed an order for 65 Lockheed Martin (LMT) F-35 fighter jets for $30 billion. The CAF canceled the order and replaced it with 18 Boeing CF-18 aircraft for $5.2 billion.
Which Less-than-Truckload Carrier Saw Highest Operating Cashflows?
In this article, we’ll analyze the operating cash flows of these LTL (less-than-truckload) carriers in 1H17.
How TransDigm Group Reinforces Switching Costs
TransDigm Group Inc. (TDG US) is a leading designer and manufacturer of engineered aircraft components for commercial and military aircraft.
Why Switching Costs Help Build Powerful Moats
Many successful companies build customer loyalty by offering high-quality products and/or services. Some also have the unique advantage of integrating their products….
How Harvey Affected Kansas City Southern
Kansas City Southern’s network Kansas City Southern’s (KSU) US subsidiary caters to ten US states in the Midwest and Southeast. It also runs a rail route between Kansas City, Missouri, and multiple ports along the Gulf of Mexico in Texas, Louisiana, Alabama, and Mississippi. Among the major US Class I railroads, Kansas City remains hugely […]
What Wall Street Analysts Recommend for JetBlue Airways
As of September 19, 2017, one analyst out of the 15 analysts tracking JetBlue Airways (JBLU) had a “strong buy” recommendation on the stock.
How Does 3M’s Dividend Yield Curve Look?
3M has recorded a 3.0% revenue growth in the first half of 2017, driven by growth in every segment and flat growth in the consumer segment.
Deere: Analysts’ Recommendations and Target Prices
For Deere, 33% of the analysts recommended the stock as a “buy,” 62% recommended the stock as a “hold,” and 5% recommended the stock as a “sell.”
How Ventas’s Dividend Yield Compares
Revenue and earnings Ventas (VTR) is a major REIT in the United States and Canada. The company’s revenue growth slowed from 18% in 2015 to just 5% in 2016. The growth was driven by all of its segments, through resident fees and services, office building and other service revenue, and income from loans and investments, […]
Could American Airlines’ Unit Revenues Decline in 2H17?
TK
American Airlines’ Traffic Growth Exceeds Its Capacity Growth
For August 2017, AAL’s international traffic increased 6.9% year-over-year. Year-to-date, its international traffic has increased 5.5% YoY.
American Airlines’ Capacity Outpaced Its Legacy Peers in August
American Airlines’ (AAL) capacity grew 3.2% year-over-year in August, significantly higher than its 0.4% year-over-year growth reported in the previous seven months.
Will Free Cash Flow Halt Dividend Growth for General Electric?
In the last ten years, GE has raised its cash dividends to common for seven of those years. The annualized $0.96 per share dividend results in a dividend payout ratio of 61.1%.
Kansas City Southern: What Led Volume Rise in Week 34?
Kansas City Southern (KSU), the smallest Class I railroad, reported a marginal volume gain in the week ended August 26, 2017.
What Stocks Should Be on Your Radar amid Geopolitical Tensions
Renewed tensions arising out of North Korea’s missile launch on Tuesday had a major impact on volatility. Asian markets have declined more than 1% as risk aversion dominated markets.