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  • uploads///NA Revenue and Rig count
    Consumer

    US Rig Count Impacted SLB, HAL, and NOV in 2017

    Halliburton’s 2017 revenues from North America increased 71% from 2016. Halliburton generated ~56% of its total revenues from North America in 2017.

    By Alex Chamberlin
  • uploads///US Revenue and Rig count
    Consumer

    How the US Rig Count Affected SLB, HAL, and BHGE in 3Q17

    Schlumberger’s North America revenues rose 9% YoY in 3Q17, accounting for 34% of its total revenues.

    By Alex Chamberlin
  • uploads///Delphi_Business Model
    Fund Managers

    AQR Capital Initiates Stake in Delphi Automotive

    AQR Capital commenced a position in Delphi Automotive (DLPH). DLPH stock represented 0.32% of the fund’s 4Q14 portfolio.

    By Stuart McKenzie
  • uploads///Graph
    Company & Industry Overviews

    Heartware Acquisition Boosts MDT’s Position in Ventricular Assist Device Segment

    The ~$1.1 billion Heartware International deal has strengthened Medtronic’s position in the VAD market, which was estimated to be worth $800 million in 2016.

    By Margaret Patrick
  • uploads///margin
    Company & Industry Overviews

    What’s behind Medtronic’s Accelerating Margin Expansion?

    In fiscal 1Q18, Medtronic (MDT) reported ~26.9% of operating margin on a constant currency basis. This represented year-over-year growth of ~50 basis points.

    By Sarah Collins
  • uploads///NA Rig count and Revenue
    Consumer

    How Did US Rig Count Affect SLB, HAL, and WFT in 2Q17?

    Schlumberger (SLB), Weatherford International (WFT), and Halliburton (HAL) saw higher revenues from North America in 2Q17 compared to a year earlier.

    By Alex Chamberlin
  • uploads///B
    Real Insights

    ETFs Are Expected to Post Strong Growth

    The total size of the US ETF (VOO) (IWD) industry rose 32% in 2016 to $2.8 trillion due to continued improvement in markets during the period.

    By Peter Barnes
  • uploads///
    Macroeconomic Analysis

    Why the FOMC Statement Didn’t Affect Equity Markets

    Since the previous Fed meeting in March, where the Fed announced a 0.25% rate hike, equity markets (IWV) around the globe remained dovish.

    By Ricky Cove
  • uploads///NA Reveue and Rig Count
    Miscellaneous

    How the US Rig Count Affected SLB, HAL, and BHI in 1Q17

    In the past year, Schlumberger’s (SLB) North America revenues declined 14%. In 1Q17, SLB’s revenues from North America totaled 28% of its total revenues.

    By Alex Chamberlin
  • uploads///Segment Rev
    Earnings Report

    This Is What Affected Halliburton’s 1Q17 Performance

    Halliburton’s (HAL) Completion and Production segment’s revenue improved a phenomenal 3.9x in operating income in 1Q17 over 1Q16.

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

    Best Oilfield Services Stocks for 1Q17 by EBITDA Growth

    Wall Street analysts expect Fairmount Santrol (FMSA) to see the highest EBITDA growth in 1Q17 compared to 4Q16 in our group of select OFS companies.

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

    What Are Halliburton’s Value Drivers?

    In this article, we’ll discuss Halliburton’s 2016 value drivers. From 4Q15 to 4Q16, Halliburton’s Drilling and Evaluation (or D&E) segment’s revenue fell 22%.

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

    How Schlumberger Plans to Spend Its Free Cash Flow

    In this article, we’ll analyze how Schlumberger’s (SLB) operating cash flows have trended over the past few quarters.

    By Alex Chamberlin
  • uploads///US Rig count and Revenue
    Company & Industry Overviews

    How the US Rig Count Affected SLB, HAL, and BHI in 4Q16

    In the past year, Schlumberger’s share of North American revenue has fallen 21%, the most among our set of oilfield equipment and services companies.

    By Alex Chamberlin
  • uploads///Segment
    Earnings Report

    Why Halliburton’s 4Q16 Improvements Still Couldn’t Beat Last Year’s Performance

    From 4Q15 to 4Q16, Halliburton’s Drilling and Evaluation segment’s revenue fell 22%. In operating income, the D&E segment fell 41% YoY in 4Q16.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    What Do Analysts Expect from Baker Hughes’s 4Q16 Earnings?

    In 4Q16, analysts expect an $0.11 adjusted loss per share for Baker Hughes. They expect Baker Hughes’s adjusted loss to improve 29% in the coming quarter.

    By Alex Chamberlin
  • uploads///Segment REv Change
    Earnings Report

    How Did Halliburton’s Revenues and Earnings Pan Out in 3Q16?

    From 3Q15 to 3Q16, Halliburton’s (HAL) Drilling and Evaluation (or D&E) segment revenues fell 30%. From 3Q15 to 3Q16, its Completion and Production (or C&P) segment revenues fell ~32%.

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

    Best Oilfield Service Stocks for 4Q16: Earnings Growth

    Wall Street analysts expect Flotek Industries (FTK) to register positive EBITDA (or earnings before interest, tax, depreciation & amortization) in 4Q16.

    By Alex Chamberlin
  • uploads///Revenue and Net Income
    Company & Industry Overviews

    Which of Halliburton’s Segments Have Weakened the Most?

    HAL’s Drilling and Evaluation (or D&E) segment fell 62% in 3Q16 over 3Q15 due primarily to low rig count, lower pricing for HAL’s products and services, and upstream producers’ budget cuts.

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

    Which Segments Are Driving Halliburton’s 2016 Revenues?

    From 3Q15 to 3Q16, Halliburton’s (HAL) Drilling and Evaluation (or D&E) segment revenue fell 30%.

    By Alex Chamberlin
  • uploads///Bakken
    Macroeconomic Analysis

    Why November Bakken Crude Oil Production Fell 22% Year-over-Year

    The EIA estimates that the Bakken Shale produced 0.94 MMbpd of crude oil in November 2016. That’s ~22.0% lower than production in November 2015.

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

    What’s Schlumberger’s Free Cash Flow Estimate?

    In 3Q16, Schlumberger’s free cash flow was ~$1.0 million—compared to ~$2.2 billion last year. Its free cash flow has been positive in the past 13 quarters.

    By Alex Chamberlin
  • uploads///Bakken
    Macroeconomic Analysis

    Why October Bakken Crude Oil Production Fell 21% Year-over-Year

    The number of rigs working at the Bakken Shale increased to 31 in October 2016 compared to 28 a month ago.

    By Alex Chamberlin
  • uploads///Dividen and Yield
    Company & Industry Overviews

    Analyzing National Oilwell Varco’s Dividend

    On August 18, National Oilwell Varco (NOV) approved to pay a quarterly dividend of $0.05 per share to shareholders on September 30.

    By Alex Chamberlin
  • uploads///NA Revenues and Rig Count
    Company & Industry Overviews

    How Did the US Rig Count Affect SLB, HAL, and BHI in 3Q16?

    In the past year, Baker Hughes’s North America revenue share has fallen 51%—the steepest fall among the four major OFS companies in this review.

    By Alex Chamberlin
  • uploads///Historical Rate of US Economic Growth
    Macroeconomic Analysis

    Bill Gross: Monetary Policy on Steady but Slow Path

    After the release of the FOMC’s November statement, Bill Gross said that monetary policy in the United States is steadily moving toward normalization, though its pace is slow.

    By David Ashworth
  • uploads///Rev Geography
    Earnings Report

    Halliburton: What’s Management’s View after 3Q16?

    Dave Lesar, Halliburton’s chairman and CEO, thinks that the energy market is turning positive. The US rig count has been strong since the end of 3Q16.

    By Alex Chamberlin
  • uploads///EPS
    Earnings Report

    Analysts Weigh In on Baker Hughes ahead of Its Earnings Release

    In 2Q16, Baker Hughes’s adjusted EPS fell short of analysts’ consensus EPS estimates. On average, the company’s adjusted EPS has fallen short of consensus EPS estimates by ~12% in the past 13 quarters.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Earnings Report

    Wall Street’s Forecasts for Schlumberger before Its 3Q16 Report

    Approximately 78% of analysts tracking Schlumberger have issued a “buy” recommendation or some equivalent, and ~17% have issued a “hold” or some equivalent.

    By Alex Chamberlin
  • uploads///Segments
    Earnings Report

    Analyzing Halliburton’s Strategies in 3Q16

    From 2Q15 to 2Q16, Halliburton’s (HAL) Drilling and Evaluation segment’s revenue fell 30%. Its operating income in the D&E segment fell 61% in 2Q16.

    By Alex Chamberlin
  • uploads///NA and Rig Count
    Earnings Report

    Will the Rig Count Impact Halliburton in 3Q16?

    In the past year through 2Q16, the US rig count fell 51%. It reached its multiyear high in September 2014. Since then, it fell 73% until September 30.

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

    Target Approves $5 Billion Repurchase Plan, Increases Dividend

    On September 21, 2016, Target (TGT) announced a dividend of $0.60 per share, raising its quarterly dividend payments by 7% year-over-year.

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

    Albemarle’s Valuations Ahead of 2Q16 Earnings Release

    In the past two years, Albemarle (ALB) has been trading at a one-year forward PE of 10.3x–21.60x. On July 26, 2016, it was trading at 21.5x.

    By Peter Neil
  • uploads///Bakken
    Basic Materials

    Why June Bakken Crude Oil Production Fell 17% Year-over-Year

    The Bakken Shale produced 1.0 MMbpd of crude oil in June 2016. That’s 3.2% less than the production level in May 2016 and 17% lower than the production level in June 2015.

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

    Design Wins Increase Micron’s Compute and Networking Revenue

    CNBU (Compute and Networking Business Unit) is Micron’s largest business segment, accounting for 38% of the company’s revenue in fiscal 3Q16.

    By Puja Tayal
  • uploads///Correlation
    Earnings Report

    Has SLB’s Correlation with Crude Oil Fallen since 1Q16?

    The correlation coefficient between Schlumberger’s stock price and crude oil prices from June 2015 to the present is 0.63.

    By Alex Chamberlin
  • uploads///Revenue and Rig Count
    Consumer

    How Will the Rig Count Affect Schlumberger in 2Q16?

    In the past one year through 1Q16, the US rig count has fallen 56%. During this period, the international rig count fell only 21%.

    By Alex Chamberlin
  • uploads///RV
    Miscellaneous

    How Is SLB’s Current Valuation Compared to Peers?

    Schlumberger’s forward PE (price-to-earnings) multiple reflects analysts’ expectation of lower earnings in the next four quarters.

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

    Analyzing Foot Locker’s Historical Capital Returns Performance

    Foot Locker (FL) has earned above-average returns on its capital investments over the past five years.

    By Phalguni Soni
  • uploads///Erngs driven
    Company & Industry Overviews

    Portfolio Construction in Earnings-Driven Bull Markets

    Contraction in the PE multiple during earnings-driven bull markets needs to be due to a rising EPS number rather than the falling price component.

    By David Ashworth
  • uploads///Series  A
    Miscellaneous

    What Are Broadcom’s Future Acquisition Plans?

    Acquisitions have been a core expansion strategy for Avago. At the end of 2013, it acquired LSI for $5.6 billion.

    By Puja Tayal
  • uploads///Revenue and Net income
    Company & Industry Overviews

    How Does SLB Score Compared to WFT in Revenue and Income?

    Schlumberger’s (SLB) year-over-year 1Q16 revenues declined by 36%, as compared to the 43% decline Weatherford International (WFT) witnessed.

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

    Why Is Halliburton’s Share Price Gathering Strength?

    Halliburton Company, the second-largest oilfield equipment and services provider by market capitalization, has had a fair run in the stock market in 2016.

    By Alex Chamberlin
  • uploads///Graph
    Earnings Report

    What You’ll Want to Know about Anthem’s Guidance for 2016

    In its 1Q16 conference call, Anthem updated its 2016 revenue guidance to $81 billion–$82 billion—higher than the previous projection by about $1 billion.

    By Margaret Patrick
  • uploads///Broker Recommendations
    Earnings Report

    What’s Wall Street Saying for Halliburton after Q1 Earnings?

    In this article, we’ll look at Wall Street analysts’ forecasts for Halliburton (HAL) shares following the company’s fiscal 1Q16 earnings release.

    By Alex Chamberlin
  • uploads///Commercial strategies
    Fund Managers

    The Story behind Colgate-Palmolive’s Commercial Strategies

    Colgate-Palmolive’s global market share is ~45%. It is the leading toothpaste compared to Oral-B and Close-up, especially in emerging markets like India.

    By Penny Morgan
  • uploads///Part
    Company & Industry Overviews

    Merchandise Mix: Which Categories Are Performing Best at Target?

    In fiscal 2016, Target’s (TGT) performance was upbeat for all merchandise categories with the exception of hardlines.

    By Phalguni Soni
  • uploads///Margins Q
    Company & Industry Overviews

    Why Did Beauty Companies’ Operating Margins Shrink in 4Q15?

    Beauty companies have been investing heavily in growth initiatives, which is impacting their margins.

    By Penny Morgan
  • uploads///Segments
    Earnings Report

    Analyzing Transocean’s Growth ahead of Earnings: 4 Key Drivers

    All the rig types Transocean (RIG) operates—ultra-deepwater, deepwater, harsh-environment, midwater, and jackup—recorded lower revenues in the past year.

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

    What Are the Major Risks Faced by Kansas City Southern?

    Kansas City Southern is subject to competition from truck carriers, barge lines, and other maritime shippers. Given KSU’s relatively small scale of operations, its competition is probably the toughest among all Class I railroads.

    By Samuel Prince
  • uploads///Gas Projected
    Macroeconomic Analysis

    Which US Shale Is Expected to See Natural Gas Production Rise?

    By March 2016, aggregate natural gas production at the seven key shales is expected to fall 1.7% compared to production in January 2016.

    By Alex Chamberlin
  • uploads///Part
    Consumer

    Can Coach Design Its Way to Positive Same-Store Sales Growth?

    According to Coach, its revamped retail stores in North America were experiencing positive comps. Further, same-store sales in Europe grew at a double-digit pace.

    By Phalguni Soni
  • uploads///SWOT
    Company & Industry Overviews

    Hurdles in Clorox’s Growth: Weaknesses and Threats

    Advertising and promotional events from Unilever and PG’s home cleaners and a rise in the popularity of store brands pose threats to Clorox.

    By Penny Morgan
  • uploads///Geographic presence
    Company & Industry Overviews

    Clorox Is Eyeing Growth Opportunities in the International Market

    About 18.5% of Clorox’s sales were generated in international markets in fiscal 2015. International sales declined in fiscal 2015 due to an unfavorable foreign currency impact.

    By Penny Morgan
  • uploads///debt equity issuance
    Earnings Report

    Freeport-McMoRan: How Equity Issuance Saved the Day

    Freeport-McMoRan’s (FCX) net debt was negative in 4Q12. This basically means that the cash on Freeport-McMoRan’s balance sheet was more than its borrowings.

    By Mohit Oberoi, CFA
  • uploads///Part
    Company & Industry Overviews

    Walmart Lowers Capital Expenditure Projections

    Walmart has updated its capital expenditure projections for fiscal 2016. It expects to spend $12.4 billion in fiscal 2016, in the middle of the $11.6–$12.9 billion guidance range provided earlier.

    By Phalguni Soni
  • uploads///part
    Earnings Report

    Alcoa’s 3Q15 Revenues Fall on Lower Pricing, Divestitures

    Alcoa reported revenues of $5.6 billion in 3Q15, down 11% year-over-year. Alcoa’s 3Q15 revenues were negatively impacted by plant closures and divestitures.

    By Mohit Oberoi, CFA
  • uploads///stock price
    Company & Industry Overviews

    An Interesting Alliance: Macy’s Partnership with Best Buy

    On September 8, Macy’s partnership with Best Buy was announced. Macy’s will open licensed Best Buy shops within ten of its stores.

    By Sirisha Bhogaraju
  • uploads///PepsiCo segment operating margins
    Company & Industry Overviews

    PepsiCo’s Frito-Lay North America Poised for Further Growth

    PepsiCo’s Frito-Lay North America division contributed 22% of the company’s net revenue in fiscal 2014. The segment posted an operating margin of 28% in fiscal 2014.

    By Sirisha Bhogaraju
  • uploads///PepsiCo Revenue by segments
    Company & Industry Overviews

    PepsiCo’s Strategy for Its UK Business

    PepsiCo’s strategy for its UK business involves continued investment in its core brands across snacks and beverages, including Walkers, Tropicana, Naked, Quaker, and Pepsi.

    By Sirisha Bhogaraju
  • uploads///tesla sales
    Company & Industry Overviews

    Is Tesla Pursuing the Correct Sales and Distribution Strategy?

    Tesla (TSLA) uses the online sales model coupled with company-owned stores to sell its cars. Selling more vehicles online reduces the company’s selling costs.

    By Mohit Oberoi, CFA
  • uploads///Part
    Earnings Report

    Web Performance May Usher In New Era for Walmart’s Sam’s Club

    Walmart’s (WMT) Sam’s Club segment posted sales of $14.7 billion in 2Q16. That was down 0.9% compared to 2Q15. Results were affected by lower energy prices.

    By Phalguni Soni
  • uploads///EL seg
    Company & Industry Overviews

    Estée Lauder’s High-End Fragrance Segment

    Estée Lauder’s fragrance products accounted for 13% or $1.4 billion of the consolidated net sales in fiscal year 2014. The segment’s operating profit came in at $0.1 billion.

    By Penny Morgan
  • uploads///Part
    Miscellaneous

    Coca-Cola Bottler Merger: Benefits for CCE and KO Investors

    As per the deal specifics that the companies disclosed, Coca-Cola Enterprises (CCE) shareholders should have a 48% shareholding in the new company.

    By Phalguni Soni
  • uploads///TEL_Highlights
    Fund Managers

    TE Connectivity Is a New Addition to AQR Capital’s Portfolio

    According to its 13F filing, AQR Capital initiated a position in TE Connectivity (TEL) in 4Q14. TEL stock represented 0.39% of the fund’s 4Q14 portfolio.

    By Stuart McKenzie
  • uploads///CSC_Relative_valuation
    Fund Managers

    Why JANA Partners Considers CSC To Be Undervalued

    JANA Partners declared its increased stake in CSC, believing that the company is undervalued. JANA wants CSC to look for strategic alternatives.

    By Diana Key
  • uploads///top holdings IYG
    Financials

    You can invest in Citigroup through a wide selection of ETFs

    Broad market ETFs also hold Citigroup. Citigroup has a large market capitalization and so is a part of the S&P 500 Index.

    By Rekha Khandelwal, CFA
  • uploads///Part
    Company & Industry Overviews

    Coach’s Supply Chain And Manufacturing Model

    Although the manufacturing process is outsourced, Coach tries to keep a grip on the manufacturing process from design to production.

    By Phalguni Soni
  • uploads///Part
    Company & Industry Overviews

    Will The Coach Transformation Plan Work?

    Going forward, Coach will have to balance its need to rebuild its brand with the realities of a cut-throat and discount-seeking market.

    By Phalguni Soni
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