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  • uploads///Baggage fees
    Company & Industry Overviews

    JBLU Changes Tradition with Baggage Fee Hike ahead of Peers

    On August 27, JetBlue Airways (JBLU) led the price change in checked baggage fees. It raised the price for the first checked bag from $25 to $30 and the second checked bag from $35 to $40.

    By Ally Schmidt
  • uploads///traffic
    Company & Industry Overviews

    JetBlue Airways’ Passenger Demand Outpaces Capacity Growth

    In August 2018, JetBlue Airways’ (JBLU) traffic has grown by 6.7% year-over-year, 1.9% higher than its capacity growth of 4.8% YoY.

    By Ally Schmidt
  • uploads///Part  Short interest
    Company & Industry Overviews

    Ashland’s Short Interest Continues to Rise

    The May 18 data show that Ashland’s (ASH) short interest has stayed high with small variations since the middle of February.

    By Peter Neil
  • uploads///IV
    Miscellaneous

    Forecasting NOW’s Stock Price over the Next 7 Days

    Between May 2, when NOW (DNOW) released its first-quarter results, and May 23, its implied volatility fell from 43.7% to 39.1% and its stock price rose ~5.4%.

    By Alex Chamberlin
  • uploads///Valuation
    Earnings Report

    What’s Driving JetBlue Airways’ Valuation?

    JetBlue has one of the lowest valuations among major air carriers.

    By Ally Schmidt
  • uploads///Load factor
    Company & Industry Overviews

    Will JetBlue Airways’ Unit Revenue Continue to Fall?

    JetBlue Airways’ traffic growth has lagged its capacity growth in two of the five months of 2017. So its utilizations have also fallen.

    By Ally Schmidt
  • uploads///Capacity
    Company & Industry Overviews

    JetBlue Airways Reduced Capacity Growth in May 2017

    JetBlue Airways’ capacity rose 3.7% YoY (year-over-year) in May 2017. That’s far below its 8.2% YoY rise in April 2017. A similar trend was seen last quarter.

    By Ally Schmidt
  • uploads///
    Miscellaneous

    Casey’s General Stores Stock Falls 8.5% after Weak Fiscal 4Q17 Results

    Casey’s General Stores (CASY) is currently trading at a one-year forward price-to-earnings ratio of 22.7 versus its three-year average of 21x.

    By Sonya Bells
  • uploads///
    Miscellaneous

    Wall Street’s Downgrades Have Lowered Casey’s Rating

    Casey’s General Stores (CASY) is rated by 13 Wall Street analysts, who jointly rate the stock a 2.2 on a scale of 1.0 for “strong buy” to 5.0 for “sell.”

    By Sonya Bells
  • uploads///JetBlue leverage
    Earnings Report

    What Investors Should Know about JetBlue’s Debt

    The airline industry is very capital-intensive, so airlines generally have huge debt numbers on their balance sheets.

    By Ally Schmidt
  • uploads///jetblue analyst ratings
    Earnings Report

    JetBlue Stock: What Analysts Recommend after Q1 Earnings

    Out of the 15 analysts tracking JetBlue (JBLU), 13.3% (two analysts) have a “strong buy” rating on the stock.

    By Ally Schmidt
  • uploads///JetSuiteX
    Earnings Report

    Can JetBlue Be a Pioneer in Private Jet Services?

    JetBlue (JBLU) has taken a small stake (exact stake not clarified by JetBlue) in JetSuite, the fourth-biggest private jet operator in the United States.

    By Ally Schmidt
  • uploads///Estimated Rev and Net Income
    Company & Industry Overviews

    What Is Patterson-UTI Energy’s Guidance on Its 4Q16 Results?

    On January 23, 2017, Patterson-UTI Energy (PTEN) provided an update on its revenues and earnings for 4Q16. PTEN expects its revenues to increase 20% to $247 million in 4Q16, compared to $206.3 million in 3Q16.

    By Alex Chamberlin
  • uploads///JCP Earnings
    Miscellaneous

    Will JCPenney Deliver Its Earnings Target for Fiscal 2016?

    In fiscal 3Q16, JCPenney reported an adjusted loss per share of $0.21 per share—compared to a loss of $0.46 in fiscal 3Q15.

    By Sirisha Bhogaraju
  • uploads///BTS Online
    Company & Industry Overviews

    JCPenney’s Initiatives to Boost Online Sales

    Department stores like JCPenney (JCP), Macy’s (M), and Nordstrom (JWN) are aggressively enhancing their e-commerce infrastructure.

    By Sirisha Bhogaraju
  • uploads///FCF
    Company & Industry Overviews

    Assessing Nabors Industries’ Plans to Preserve Liquidity

    In this article, we’ll analyze how Nabors Industries’ (NBR) operating cash flows trended over the past few quarters.

    By Alex Chamberlin
  • uploads///
    Earnings Report

    Macro Headwinds Pressurize Kate’s 3Q16 Comps and Gross Margin

    Kate Spade (KATE) reported a 15% rise in sales in 3Q16, with total sales reaching $316.5 million.

    By Sonya Bells
  • uploads///
    Earnings Report

    What Drove Kate Spade’s Performance in Fiscal 2Q16?

    Kate Spade’s (KATE) 2Q16 performance was characterized by a disconcerting slowdown in sales comps and a contraction in margins.

    By Sonya Bells
  • uploads///Share Price and Projection
    Earnings Report

    Weatherford Management’s Views after 2Q16 Earnings

    Weatherford International’s (WFT) management does not expect energy upstream activity to recover in 2016.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    What Do Analysts Expect from WFT’s 3Q16 Earnings?

    In 3Q16, analysts expect a $0.25 adjusted loss per share for Weatherford International (WFT).

    By Alex Chamberlin
  • uploads///Part
    Company & Industry Overviews

    An Overview of RPM International’s Specialty Segment

    In fiscal 2016, RPM International’s new Specialty segmented accounted for $732 million, or 15.2%, of the company’s total revenue.

    By Peter Neil
  • uploads///
    Company & Industry Overviews

    Your Quick Overview of Kate Spade’s 2Q16 Results and Stock Market Performance

    Kate Spade (KATE) reported weaker-than-expected 2Q16 results on August 3, 2016, recording EPS of $0.11, as compared to the Wall Street estimate of $0.14.

    By Sonya Bells
  • uploads///Part  Q
    Basic Materials

    Why Did Valspar Miss 3Q16 Analyst Revenue Estimates?

    Valspar’s (VAL) 3Q16 earnings beat analysts’ estimates but missed analysts’ revenue estimates.

    By Peter Neil
  • uploads///FCF
    Company & Industry Overviews

    What Are Nabors Industries’ Plans to Preserve Liquidity?

    Nabors Industries’ cash from operating activities (or CFO) fell 16.7% in 2Q16 over 2Q15.

    By Alex Chamberlin
  • uploads///JCP EPS Q
    Consumer

    JCPenney’s Bottom Line Continued to Improve in 2Q16

    JCPenney’s strategic initiatives helped improve its bottom line in all of the quarters in fiscal 2015 and in 1Q16. IJJ has 0.4% exposure to JCPenney.

    By Sirisha Bhogaraju
  • uploads///
    Consumer

    Kate Spade Stock’s Gains Were Erased after Disappointing 2Q16

    Kate Spade (KATE) delivered an above-average stock market performance and gained about 21% by the end of July 2016.

    By Sonya Bells
  • uploads///
    Consumer

    Key Highlights of Kate Spade’s 2Q16 Results

    Kate Spade (KATE), which reported its 2Q16 results on August 3, 2016, reported a 13.7% YoY (year-over-year) increase in its total sales.

    By Sonya Bells
  • uploads///JCP Q EPS
    Consumer

    Will JCPenney Deliver an Improved Bottom Line in 2Q16?

    In 1Q16 ended April 30, 2016, JCPenney trimmed its losses per share (excluding one-time items) despite a fall in its sales.

    By Sirisha Bhogaraju
  • uploads///Bunges  Month Target Price and Recommendations
    Consumer

    Wall Street Analysts’ Take on Bunge before Its 2Q16 Earnings

    Around 61% of analysts now rate Bunge as a “buy” and 39% rate it as a “hold.” No analysts rate it as a “sell.”

    By Sushree Mohanty
  • uploads///
    Company & Industry Overviews

    How Did Kate Spade Perform in Fiscal 1Q16?

    In 1Q16, Kate Spade reported industry-leading, direct-to-consumer comparative sales of 19%. The company also added 14 stores during the quarter.

    By Sonya Bells
  • uploads///
    Company & Industry Overviews

    What’s Really Driving Kate Spade’s Sales?

    Kate Spade’s primary target audience is middle- and upper-middle class consumers, particularly women, which accounted for 70% of Kate’s net sales in 2015.

    By Sonya Bells
  • uploads///Ingredions and Peers Dividend Yield
    Consumer

    How Has Ingredion Maximized Shareholder Value?

    Ingredion has a dividend yield of 1.3% as of July 15, 2016. Management has raised the dividend at a CAGR of 29.3% over the last five years.

    By Sushree Mohanty
  • uploads///JCP sales growth
    Company & Industry Overviews

    Can JCPenney Get Its Sales Back on Track?

    JCPenney (JCP) has been implementing several initiatives to improve its sales growth.

    By Sirisha Bhogaraju
  • uploads///Correlation
    Company & Industry Overviews

    Understanding Mid-Cap OFS Companies’ Correlations with Crude Oil

    The correlation coefficient between Weatherford International’s stock price and crude from June 2015 to now is the lowest among our four OFS companies.

    By Alex Chamberlin
  • uploads///RV
    Company & Industry Overviews

    A Comparative Valuation of Four Representative OFS Mid-Caps in 2Q16

    Dril-Quip’s EV, when scaled by TTM adjusted EBITDA is the lowest in our group of four OFS companies after 1Q16.

    By Alex Chamberlin
  • uploads///
    Company & Industry Overviews

    How Cheesecake Factory Came Out Ahead in 1Q16 EPS Growth

    With EPS growth of 21.4%, The Cheesecake Factory (CAKE) beat our other four companies in 1Q16. EPS growth was driven mainly by share repurchases of more than $100 million.

    By Rajiv Nanjapla
  • uploads///
    Company & Industry Overviews

    Casual Dining Restaurant with the Highest 1Q16 Earnings Margin

    In 1Q16, only one of the five casual dining restaurant companies in our series posted a rise in EBIT margins compared to 1Q15.

    By Rajiv Nanjapla
  • uploads///
    Company & Industry Overviews

    What’s Driving The Cheesecake Factory’s Revenue Growth?

    The Cheesecake Factory earns its revenue from its company-owned restaurant sales, franchisee fees and royalties, and its bakery operations.

    By Rajiv Nanjapla
  • uploads///
    Company & Industry Overviews

    Comparing The Cheesecake Factory’s Performance with Its Peers’

    If you had invested $100 in The Cheesecake Factory on May 27, 2011, it would have become $157.8 by May 29, 2016.

    By Rajiv Nanjapla
  • uploads///JCP stock price
    Miscellaneous

    JCPenney Reaffirms Fiscal 2016 EBITDA Guidance, Stock up 2.1%

    On May 9, JCPenney’s stock surged by 2.1% following an update on the company’s 1Q16 EBITDA performance and a reaffirmation of the company’s fiscal 2016 EBITDA guidance.

    By Sirisha Bhogaraju
  • uploads///Bunges  Month Target Price and Recommendations
    Earnings Report

    What Do Analysts Recommend for Bunge after Its 1Q16 Results?

    Soon after Bunge Limited (BG) released its earnings for 1Q16, a few Wall Street analysts updated their target prices for the next 12 months.

    By Sushree Mohanty
  • uploads///JCP sales
    Company & Industry Overviews

    How JCPenney’s Merchandising Strategy Is Boosting Its Sales

    Sephora has been a key growth driver for JCPenney’s sales growth. JCPenney partnered with Sephora in 2006 to open Sephora beauty stores within the company’s stores.

    By Sirisha Bhogaraju
  • uploads/// Declining growth
    Macroeconomic Analysis

    Why Has Labor Market Productivity Slowed Down?

    In recent years, labor productivity growth has slowed down significantly in most of the OECD countries. This decline is broadly spread across sectors.

    By Rick Rieder
  • uploads///salary
    Earnings Report

    What Is the Reason for LifePoint’s High Salary and Wage Expenses?

    During 4Q15, salaries and benefits for LifePoint Health (LPNT) amounted to $652.7 million, up 6.6% in comparison with the same quarter of the previous year.

    By Jillian Dabney
  • uploads///admissions consolidated
    Earnings Report

    What Key Factors Drive Revenue for LifePoint?

    What drives LifePoint’s revenue? Major revenue drivers for LifePoint Health (LPNT) include: Equivalent admissions Medicare case mix index Average length of stay Inpatient and outpatient surgeries Emergency room visits Outpatient factor To learn more about the company’s organic growth strategy, please refer to Organic growth strategy at LifePoint Hospitals. Admissions on a consolidated basis LifePoint’s consolidated […]

    By Jillian Dabney
  • uploads///Forrester
    Miscellaneous

    Why Is Xchanging Entertaining Takeover Offers?

    Xchanging booked 47 million pounds in impairment charges on its procurement business, which led to an overall loss of 41.1 million pounds.

    By Anne Shields
  • uploads///Archer Danielss Earnings per Share versus Consensus Estimates
    Earnings Report

    Will Archer Daniels Miss Consensus Estimates this Quarter?

    Archer Daniels Midland reported $0.6 as EPS in 2Q15, missing the analyst estimates by 8%. It reported EPS at $0.77 in 1Q15, beating estimates by 8%.

    By Sushree Mohanty
  • uploads///Bunges Stock Performance Against Benchmark ETF
    Earnings Report

    Bunge Limited to Report 3Q15 Earnings Results

    Bunge’s shares fell by 5% on the day of last quarter earnings release. The shares have been falling since then, trading in the range of $68–$77.

    By Sushree Mohanty
  • uploads/// stock price movement
    Company & Industry Overviews

    JCPenney’s Turnaround Strategy: An Attempt to Rise from the Ashes

    Mike Ullman implemented several initiatives as part of a turnaround strategy that aimed to bring back JCPenney’s consumers and improve its financial position.

    By Sirisha Bhogaraju
  • uploads///capacity utilization
    Company & Industry Overviews

    Steel Dynamics Leads the Industry in Capacity Utilization

    Capacity utilization rate, a key indicator of the steel industry’s health, refers to actual production as compared to maximum production possible.

    By Mohit Oberoi, CFA
  • uploads///part  net debt to EBITDA
    Earnings Report

    How Are Steel Companies Managing Their Leverage Ratios?

    In such uncertain times, it has become important for companies in the commodity business to address their leverage ratios. Several mining companies have plans to cut their surging debt levels.

    By Mohit Oberoi, CFA
  • uploads///part  steel imports HRC ray of hope
    Macroeconomic Analysis

    Why July Import Data Offers a Ray of Hope to US Steel Companies

    US steel imports have now fallen on a yearly basis for four consecutive months.

    By Mohit Oberoi, CFA
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