iShares Russell 1000 Value

Most Recent

  • Tech & Comm Services

    Why the US labor market recovery is weaker than it looks

    This article takes a closer look at the unemployment rate in the U.S. and considers the implications for equity investors.

    By Marc Wiersum, MBA
  • uploads/// Population over  US
    Company & Industry Overviews

    Why Structural Hurdles Could Thwart US Economic Progress

    The American economy is facing major structural issues that have the potential to thwart economic progress. The most important hurdle facing the US economy is an aging population.

    By Rick Rieder
  • uploads///Segments
    Earnings Report

    What Happened to ENI’s Segments 1Q16?

    E&P is Eni’s largest segment in contributions to earnings. In 1Q15, the E&P segment contributed about $1.3 billion, to Eni’s adjusted operating income.

    By Maitali Ramkumar
  • uploads///unemployment gap
    Macroeconomic Analysis

    Labor Market Slack Impacts Prices and Wages

    If the unemployment gap is declining and the participation gap is rising, it could be due to an increase in labor market slack.

    By Surbhi Jain
  • uploads///Series  A
    Earnings Report

    Understanding AMD’s Strategy to Improve Cash and Profits

    Advanced Micro Devices (AMD) is looking to grow margins by targeting enterprise customers and gamers in the PC space through its new Polaris GPU.

    By Puja Tayal
  • uploads///mobile subscriptions
    Company & Industry Overviews

    Microsoft Responds to Expected Surge in Enterprise Mobile Apps

    The launch of PowerApps holds importance, as the enterprise mobile apps market is expected to surge significantly.

    By Anne Shields
  • uploads///Annotated
    Earnings Report

    A Look at Shell’s Stock in 4Q15 Prior to Its Earnings Release

    In 2015, Royal Dutch Shell’s stock fell. Shell’s stock lost 38% in the trailing twelve months to January 26, 2016.

    By Maitali Ramkumar
  • uploads///dcaccdfdfda
    Miscellaneous

    How GPU Stocks Have Outperformed Semiconductor Stocks

    GPU (graphic processing unit) providers NVIDIA and Advanced Micro Devices (AMD) have outperformed other semiconductor stocks.

    By Puja Tayal
  • Real Estate

    Why the housing market impacts consumption and equity investors

    This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.

    By Marc Wiersum, MBA
  • uploads///Segments
    Earnings Report

    What Does Tesoro’s Refining Index for 2Q16 Suggest?

    Before analyzing Tesoro’s (TSO) refining index for 2Q16, let’s take a look at TSO’s refining margin trend up to 1Q16.

    By Maitali Ramkumar
  • uploads///Series  A
    Earnings Report

    What to Expect from Intel’s 1Q16 Earnings

    Intel (INTC), a leader in the semiconductor space, is due to announce its fiscal 1Q16 earnings on April 19, 2016.

    By Puja Tayal
  • uploads///Oasis Petroleum vs Russell  Small Cap Growth Index
    Energy & Utilities

    Oasis Petroleum—small cap growth investors’ oasis?

    This article considers the prospects for small cap growth shares such as OAS within the context of the Fed’s dovish March 31 commentary, which has continued to support the equity market.

    By Marc Wiersum, MBA
  • Energy & Utilities

    Part 4: Mid Caps—why value rallies and growth weakens post Fed taper announcement

    Value for the long haul The below graph reflects the recent outperformance of mid cap value shares relative to mid cap growth shares since the 2008 crisis, with a more pronounced 10% outperformance since 2013. The prior article in this series demonstrates that mid cap value dominates mid cap growth in the long run, though […]

    By Marc Wiersum, MBA
  • uploads///Telecom Overall Network Performance Scores H
    Company & Industry Overviews

    Why Is Sprint Offering a Discount to Competitors’ Customers?

    In this part, we’ll look at one of the reasons behind Sprint’s 50% discount for competitors’ customers.

    By Ray Sheffer
  • uploads///ALTR
    Fund Managers

    Citadel Advisors Starts a New Position in Altera Corporation

    During 4Q14, Citadel Advisors started a new position in Altera Corporation (ALTR).

    By Diana Key
  • uploads///Part
    Company & Industry Overviews

    Walmart: Price Wars In The United Kingdom’s Grocery Market

    The United Kingdom has been one of the most successful overseas forays for Walmart (WMT). The company operates ~576 stores in the country.

    By Phalguni Soni
  • uploads///Telecom Sprint Platforms Postpaid Customers
    Company & Industry Overviews

    How Is Sprint’s Offer for Competitors’ Customers Faring?

    Sprint’s offer to the customers of other wireless carriers is for monthly charges associated with the service plan as well as the access line.

    By Ray Sheffer
  • uploads/// Infra avg age
    Company & Industry Overviews

    Is It Time to Fix America’s Ailing Infrastructure?

    The consistent decline in public spending over the last 20 years has led to weak and inefficient infrastructure in the US. According to the Bureau of Economic Analysis, the average age of highways and streets is 28.4 years.

    By Jean Boivin
  • uploads///Investment as a Percent of GDP
    Consumer

    Greenspan’s lament: Consumption is no substitute for investment

    Why it’s becoming increasingly difficult to expect sustainable prosperity from additional consumption in the U.S. economy.

    By Marc Wiersum, MBA
  • uploads///Analyst Ratings
    Earnings Report

    What Do Analysts Recommend for Kinder Morgan?

    Currently, ~52.6% of analysts rate Kinder Morgan a “buy,” ~42.1% rate it a “hold,” and ~5.3% rate it a “sell.”

    By Kurt Gallon
  • Financials

    Is rising business inventory growth a bull market indicator?

    This article considers the implications of growing business inventories in the context of an improving investment environment and the outlook for investors.

    By Marc Wiersum, MBA
  • uploads///Diabetes
    Company & Industry Overviews

    Januvia and Janument: An Update on Merck’s Diabetes Franchise after 2Q17

    In 2Q17, Merck’s (MRK) Januvia generated revenues of around $948 million, which reflected an ~11% decline on a year-over-year basis and 13% growth on a quarter-over-quarter basis.

    By Daniel Collins
  • uploads///IT arch
    Company & Industry Overviews

    Why Was Cloud the Chief Focus for Microsoft in 2015?

    Cloud technology is one area that highly dominated Microsoft’s reports, filings, and presentations in 2015.

    By Anne Shields
  • uploads///ASPC
    Earnings Report

    Kinder Morgan Lowered Its Project Backlog by $3.1 Billion

    Kinder Morgan (KMI) decided to slash its quarterly dividend by 75% in the 2016 outlook it released few days ago.

    By Kurt Gallon
  • uploads///Part
    Company & Industry Overviews

    Walmart’s Plan to Return Value to Shareholders

    The dividend and share buybacks are likely to provide some appeasement to Walmart shareholders in the face of anticipated headwinds. But what’s behind the value return plan are more troublesome.

    By Phalguni Soni
  • uploads///UTX
    Fund Managers

    Citadel Advisors Raises Position in United Technologies Corporation

    United Technologies Corporation (UTC) provides high technology products and services to the building systems and aerospace industries worldwide.

    By Diana Key
  • Financials

    Why the private investment recovery supports the bull market

    This series examines the current U.S. macroeconomic data pertaining to domestic investment and considers the implications for both equity and fixed income investors.

    By Marc Wiersum, MBA
  • uploads///key strategies
    Company & Industry Overviews

    Understanding Zimmer Biomet’s Latest Dividend Announcement

    On December 18, 2017, Zimmer Biomet Holdings (ZBH) announced a quarterly cash dividend of $0.24 per share for fiscal 4Q17.

    By Sarah Collins
  • uploads///Nominal U
    Consumer

    Is U.S. consumer spending losing momentum?

    While optimists point to this recovery as indisputable evidence that the U.S. economy is the most resilient and dynamic in the world, this reasoning may not fully recognize a variety of risk factors.

    By Marc Wiersum, MBA
  • uploads///Tel TMUS CFO Capex qe
    Earnings Report

    T-Mobile’s Capital Expenditures: Expected to Increase in 2Q15

    T-Mobile’s capital expenditures are expected to grow 20.3% year-over-year to $1.1 billion in 2Q15. Wall Street expects T-Mobile to generate sufficient cash flows to fund its capital investments in 2Q15.

    By Ray Sheffer
  • uploads///part
    Earnings Report

    Wireless Service and Equipment Revenues Decline for Sprint

    Sprint’s revenues also declined 3% on a quarter-over-quarter basis by $255 million due to lower revenues in the equipment and wireless revenue segments.

    By Adam Rogers
  • uploads///Leverage
    Company & Industry Overviews

    Will Shell’s BG Acquisition and Divestments Affect Its Leverage?

    While Shell’s leverage curve will likely rise in the short term, the evolution of its long-term leverage curve will depend on a variety of factors.

    By Maitali Ramkumar
  • uploads///Estimates
    Earnings Report

    What Can We Expect from Marathon Petroleum’s 4Q15 Results?

    Marathon Petroleum (MPC) is expected to post its 4Q15 results on February 3, 2016.

    By Maitali Ramkumar
  • uploads///Telecom EV EBITDA Current Year
    Earnings Report

    Sprint’s Value Proposition in the US Telecom Industry

    As of January 21, 2016, EV-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) was 5.6x for Sprint, 7x for AT&T, 6.3x for Verizon, and 7.3x for T-Mobile.

    By Ray Sheffer
  • uploads///
    Earnings Report

    Deflation, Sales Leverage Drove Wendy’s 1Q16 Earnings Margin

    In 1Q16, Wendy’s Company (WEN) posted EBIT (earnings before interest and tax) of $63.8 million, which represented an EBIT margin of 16.9%.

    By Rajiv Nanjapla
  • Financials

    Shutdown 101: Why perceived wealth distribution isn’t the reality

    Inequality: The which of you with patient ears attend The below chart illustrates the dramatic difference in the reality versus the perception of wealth distribution in the US. The top 20% of the US holds 84% of the wealth, which is quite different from European countries, such as Sweden, which holds closer to 36%. For […]

    By Marc Wiersum, MBA
  • Financials

    Shutdown 101: Robert Reich versus Larry Kudlow and US debt

    Exploding US debt: Going to Vegas, or garden-variety Keynesianism? The below graph reflects the doubling of publicly held debt under the Obama Administration from roughly 35% to 70% of gross domestic product. However, it also reflects the doubling of publicly held debt under the Reagan Bush Administrations from 1981 to 1993. Given the severity of […]

    By Marc Wiersum, MBA
  • Financials

    Kudlow’s lament: Is capital on strike in the U.S.?

    Investment in the United States The below graph reflects the capital strike in fixed domestic investment in the United States. The “strike” of U.S. capital is the notion raised by CNBC commentator Larry Kudlow that despite record profits at U.S. companies, profits and capital aren’t recycling back into the U.S. economy as investment. As displayed below, U.S. […]

    By Marc Wiersum, MBA
  • Basic Materials

    Retirement pick: Gold and the long-term investor

    There is often a debate among academics, financial gurus, asset managers, and advisors as to the place for non-traditional assets in a portfolio.

    By Mike Kane
  • Financials

    The taper could affect momentum stocks like Keurig Green Mountain

    This article considers the risks associated with investing in high momentum stocks in the current environment of declining Fed bond purchases.

    By Marc Wiersum, MBA
  • Financials

    The fed tapers: Will small caps weaken relative to large caps?

    Determining which index, with its specific risk factors, is the most appropriate for an investor depends upon the investor’s appetite for risk.

    By Marc Wiersum, MBA
  • Financials

    Will the S&P 500 outperform the Russell 2000 under rising rates?

    Should interest rates begin rising as a result of a progressive Fed taper, post-2008 investment returns based on index-specific allocation could see major changes.

    By Marc Wiersum, MBA
  • Financials

    Why growth beat value by 20% post-2008 but may not continue to

    Despite the recent outperformance of growth stocks in the post-2008 economic recovery, in the long run, and over several business cycles, academic studies tend to show that value stocks outperform growth stocks.

    By Marc Wiersum, MBA
  • Financials

    Why large cap growth stocks may hold up better with rising rates

    This article illustrates the extent to which growth stocks can, and have, drastically outpaced value stocks for short periods of time.

    By Marc Wiersum, MBA
  • Financials

    Must-know: Momentum trading the Fed taper and your portfolio

    This article considers the role momentum has in investing versus simply day trading, and the implications for equity investors.

    By Marc Wiersum, MBA
  • Financials

    Tactics or strategy: Momentum trading the taper and your portfolio

    This article considers role momentum has in investing versus simply day trading and the implications for equity investors.

    By Marc Wiersum, MBA
  • Financials

    Why external factors affect ISM’s purchasing managers’ index

    The ISM will release the manufacturing PMI for August on September 2. The PMI is a composite measure of economic activity. It’s based on surveys of private-sector firms.

    By Phalguni Soni
  • uploads///ForProfitFacultyNumbers
    Financials

    Is the Financialization of Education Leading to a US Bubble?

    The financialization of education, especially in the United States (IWF) (IWD), has led to an important and emergent risk to the country’s economic future.

    By Surbhi Jain
  • uploads///consumer debt composition
    Financials

    The $1.3 Trillion Student Debt Bubble

    The rise in the balance of student debt has been driven by an increase in the number of borrowers and a rise in the average debt by each student.

    By Surbhi Jain
  • uploads///student debt and age
    Financials

    Millennials or Baby Boomers: Who’s Affected Most by Student Debt?

    The Baby Boomer generation has also been increasingly contributing to the student debt crisis.

    By Surbhi Jain
  • uploads///education and future income
    Company & Industry Overviews

    Why Student Debt May Not Affect the US Economy Like Sub-Prime

    According to the White House Council of Economic Advisers, “Student debt is less likely to make a recession more severe or slow an expansion in the way that mortgage debt may have.”

    By Surbhi Jain
  • uploads///YoY Nominal GDP recession
    Financials

    US Nominal GDP Seems to Be Signaling a Recession

    During his latest webcast, “Turning Points,” Jeffrey Gundlach presented a chart that seems to be signaling a recession in the making.

    By Surbhi Jain
  • uploads///debt burden in  years
    Financials

    Clinton or Trump: Who Would Add More to Debt Burden in 10 Years?

    According to the CRFB, Hillary Clinton’s plan would increase public debt in the United States (IVV) (VOO) by about $200 billion over the next ten years

    By Surbhi Jain
  • uploads///debt burden in  years
    Financials

    Bill Gross Says We Shouldn’t Expect a ‘New Trump Bull Market’

    In his investment outlook for November 2016, Bill Gross advises investors to be prepared for lower stock earnings and PE (price-to-earnings) ratios in the future.

    By Surbhi Jain
  • Financials

    Why the biggest risk to equity portfolios is the equity market

    The Federal Reserve Bank could end its bond buying program by the end of this year, so it’s important for investors to know how this development could impact their portfolio.

    By Marc Wiersum, MBA
  • uploads///cdccdccfafffcfaabae
    Tech & Comm Services

    Why Did Microsoft’s Stock Fall after LinkedIn Offer?

    After Microsoft’s announcement, LinkedIn’s stock rose 47% to $192.21 while Microsoft’s stock fell 2.6% to $50.14 on June 13, 2016.

    By Anne Shields
  • uploads///PFE income
    Company & Industry Overviews

    Pfizer’s Stock Performance and Earnings Trends

    On December 17, Pfizer’s stock price closed at $43.11, which is an ~1.58% decline from its close of $43.80 on December 14.

    By Daniel Collins
  • uploads///Immunology
    Company & Industry Overviews

    Stelara and Simponi Drive Johnson & Johnson’s Immunology Business

    Johnson & Johnson’s (JNJ) immunology business generated revenue of $3.4 billion in the third quarter.

    By Daniel Collins
  • uploads///job _
    Macroeconomic Analysis

    ADP: May Payrolls Could Be below 180,000

    According to the ADP National Employment Report, the US private sector added 178,000 jobs in May.

    By Ricky Cove
  • uploads///armando ascorve morales  unsplash
    Macroeconomic Analysis

    ADP: US Job Market Could Be Overheating

    According to the ADP April National Employment Report, US private sector employment added 204,000 jobs in April.

    By Ricky Cove
  • uploads///GENETIC ANALYSIS GROWTH STRATEGY
    Company & Industry Overviews

    TMO’s Launch of New Research Assay for Cancer

    On December 7, 2017, Thermo Fisher Scientific announced the launch of a new targeted NGS (next-generation sequencing) research panel.

    By Sarah Collins
  • uploads/// Smart beta
    Real Insights

    Can Smart Beta Go Wrong?

    The smart beta approach aims to benefit from market inefficiencies to deliver higher risk-adjusted returns and improve diversification.

    By VanEck
  • uploads///Zepatier
    Company & Industry Overviews

    How Merck’s Zepatier and Isentress Are Positioned

    Zepatier revenue In 3Q17, Merck’s (MRK) Zepatier generated revenue of $468 million, compared with $164 million in 3Q16. In 3Q17, Zepatier revenue fell 9% QoQ (quarter-over-quarter). During the first nine months of 2017, Zepatier generated revenue of $1.4 billion, compared with $326 million during the same period in 2016. Higher sales growth in the United States, […]

    By Daniel Collins
  • uploads///OPERATIONAL PLANS
    Company & Industry Overviews

    Zimmer Biomet’s Plan to Revive Growth amid Supply Disruptions

    Zimmer Biomet Holdings has laid down a dual sourcing strategy to resolve production issues at its Warsaw facility.

    By Sarah Collins
  • uploads///guidance
    Company & Industry Overviews

    Baxter International’s Latest Guidance for Fiscal 2017

    Baxter International’s sales growth guidance for fiscal 2017 is expected to be ~4% on a reported basis.

    By Sarah Collins
  • uploads///medical device segment growth strategy
    Earnings Report

    J&J Completed the Divestiture of Its Neurosurgery Business

    Johnson & Johnson’s (JNJ) medical device business has been restructuring in order to focus on higher growth areas with potential expansion opportunities.

    By Sarah Collins
  • uploads///freestyle libre
    Company & Industry Overviews

    Abbott’s Breakthrough CGM Device Freestyle Libre Wins FDA Approval

    On September 27, Abbott Laboratories (ABT) announced the FDA approval of its Flash CGM (continuous glucose monitoring) device, Freestyle Libre.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    HVAD Expected to Expand Medtronic’s Presence in LVAD Segment

    On September 27, 2017, the FDA approved Medtronic’s HVAD (HeartWare ventricular assist device) system as a destination therapy for advanced heart failure patients.

    By Margaret Patrick
  • uploads///DIABETES SEGMENT PERFORMANCE
    Company & Industry Overviews

    MDT’s Diabetes Segment’s Supply Headwinds Expected to Impact Fiscal 2018

    In fiscal 1Q18, Medtronic’s (MDT) Diabetes Group reported revenues of $449 million, which represents a year-over-year sales decline of ~1%.

    By Sarah Collins
  • uploads///REVENUES BY SEGMENT
    Company & Industry Overviews

    Dentsply Sirona’s Technologies Segment Sales Declined in 2Q17

    In 2Q17, Dentsply Sirona’s (XRAY) Technologies business contributed ~44% to the company’s total revenues and registered sales of ~$439 million.

    By Sarah Collins
  • uploads///ProQuad revenues
    Company & Industry Overviews

    How ProQuad/MMR-II/Varivax Vaccines Are Expected to Perform in 2017

    In 2016, Merck’s (MRK) ProQuad reported revenues of ~$495 million, which reflected 9% year-over-year growth.

    By Daniel Collins
  • uploads///tyrx
    Company & Industry Overviews

    Medtronic’s Agreement Will Expand the Use of Its Tyrx Envelopes

    Medtronic’s (MDT) Tyrx envelope is an antibacterial and fully-absorbable device that helps prevent surgical site infections.

    By Sarah Collins
  • 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///ma
    Company & Industry Overviews

    Zimmer Biomet’s Inorganic Growth Strategy Is Helping Performance

    In October 2016, Zimmer Biomet Holdings announced the acquisition of the RespondWell telerehabilitation platform.

    By Sarah Collins
  • uploads///innovation
    Company & Industry Overviews

    Understanding Thermo Fisher’s Growth Strategy

    Thermo Fisher Scientific (TMO) has always focused on innovation as a key growth strategy.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    Quest Diagnostics’ Multi-Pronged Strategy to Accelerate Growth

    Quest Diagnostics (DGX) expects to witness a 3.0%–5.0% long-term revenue growth rate in the future with earnings growth of 5.0%–9.0%.

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

    Januvia, Vaccines May Drive Merck’s Revenue Growth in 2017

    In 2016, Merck & Co.’s (MRK) Januvia franchise managed to report revenue of nearly $6.1 billion, a year-over-year (or YoY) rise of ~2%.

    By Margaret Patrick
  • uploads///Refining Cracks
    Company & Industry Overviews

    Why Marathon Petroleum’s Adjusted Refining Earnings Fell in 4Q16

    Marathon Petroleum witnessed a decline in its adjusted refining earnings in 4Q16. During the quarter, its refining margin fell due to turnaround costs.

    By Maitali Ramkumar
  • uploads///A_Semiconductors_MRVL_G
    Miscellaneous

    Marvell’s Divestment Strategy: Where It’s Headed

    Marvell’s (MRVL) restructuring program will involve selling off non-strategic businesses.

    By Puja Tayal
  • uploads///Inflation Lowers the Real Return For Investors
    Company & Industry Overviews

    Ron Baron’s Investment Strategy to Beat Inflation in the Long Run

    Inflation is expected to reduce the value of assets if the price rise of the asset doesn’t catch up with inflation. Core inflation in the United States is growing at a rate of ~2%.

    By Mary Sadler
  • uploads///Graph
    Company & Industry Overviews

    Merck Continues to Dominate with Its Januvia Franchise

    Despite more competition and pressures, Merck’s Januvia franchise continued to maintain its leadership in the DPP-4 inhibitor class of diabetes drugs.

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

    How Is Thermo Fisher Scientific’s FEI Integration Process Going?

    Thermo Fisher Scientific (TMO) completed the acquisition of FEI Company on September 19, 2016.

    By Sarah Collins
  • uploads///rtg
    Earnings Report

    Medtronic’s RTG Sales in Fiscal 2Q17: The Brain and Restorative Therapies Story

    Of Medtronic’s ~$7.3 billion in worldwide revenue in fiscal 2Q17, ~$1.8 billion came from its RTG segment, representing ~25% of the company total.

    By Sarah Collins
  • uploads///FCF
    Company & Industry Overviews

    Inside WFT’s Free Cash Flow Expectation for 4Q16

    Weatherford International’s CFO was negative in 3Q16, although it improved marginally over 2Q16. WFT generated -$106 million in CFO in 3Q16.

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

    Toviaz Expected to Report Stable Revenues in 2016

    A strong patent estate for Toviaz and multiple other products has enabled Pfizer (PFE) to pose strong competition to other big pharma players such as Merck (MRK), Eli Lilly (LLY), and Novartis (NVS).

    By Margaret Patrick
  • uploads///Profit GDP
    Company & Industry Overviews

    What’s Fueling the Bull Run? Richard Bernstein Explains

    A bull run with legs In Richard Bernstein Advisors’ October Insights newsletter, after dismissing the belief that the Federal Reserve is to blame for stock price inflation (IWD) (VTV), Richard Bernstein moved on to explain the reason for the current bull run. Stating that “fundamentals have improved dramatically, and have been a major support to the […]

    By David Ashworth
  • uploads///Peer Valuations
    Company & Industry Overviews

    Where Petrobras’s Forward Valuations Stand Compared to Its Peers’

    Petrobras is trading at a two-year forward EV-to-EBITDA ratio of 4.8x, below the peer average of 5.4x.

    By Maitali Ramkumar
  • uploads///Peer Comparison
    Company & Industry Overviews

    BP’s Forward Valuations: A Peer Comparison

    In this article, we’ll consider BP’s forward valuations compared to those of its peers. BP’s market cap stands at ~$105 billion.

    By Maitali Ramkumar
  • uploads///FCF
    Company & Industry Overviews

    Why WFT Expects Its Free Cash Flow to Improve in 2H16

    In this article, we’ll analyze how Weatherford International’s (WFT) operating cash flow has trended over the past few quarters.

    By Alex Chamberlin
  • uploads///Change in Real Consumer Spending
    Company & Industry Overviews

    Which Sectors Will Benefit from Rising Prices?

    The Janus Asset Allocation team believes the demand-pull inflation will help the consumer discretionary sector.

    By David Ashworth
  • uploads/// SP  Earnings
    Company & Industry Overviews

    Are Stocks Really Cheap Relative to Bonds?

    Based on the Fed Model, Bank of America Merrill Lynch argues that stocks are still cheap compared to bonds despite the recent rally in the S&P 500 (IVV) (SPY).

    By Russ Koesterich, CFA
  • uploads///Estimates
    Earnings Report

    Total’s 2Q16 Earnings Surpass Estimates: How Do They Compare?

    Total SA (TOT) posted its 2Q16 results on July 28, 2016. In this series, we’ll compare Total’s 2Q16 numbers with its estimates and evaluate its 2Q16 segmental performance.

    By Maitali Ramkumar
  • uploads///analyst recommendations
    Earnings Report

    Analysts’ Recommendations for JNJ after 2Q16 Earnings

    The consensus 12-month target price for JNJ is $124.20, which represents a drop of 0.9% from the stock’s closing price of $125.20 on July 19, 2016.

    By Sarah Collins
  • uploads///IV
    Earnings Report

    Where Does SU’s Implied Volatility Stand ahead of Its Earnings?

    Suncor Energy’s (SU) implied volatility currently stands at 28.1. Since February 11, 2016, SU’s implied volatility has fallen by 46%.

    By Maitali Ramkumar
  • uploads///innovation
    Company & Industry Overviews

    How Innovation Is Driving Thermo Fisher Scientific’s Growth

    Thermo Fisher Scientific now has more than 800,000 products in its portfolio and has an extensive product pipeline.

    By Sarah Collins
  • uploads///Series  Aa
    Company & Industry Overviews

    How Did Spansion Merger Synergies Affect Cypress’s Earnings?

    Unlike the gross margin, Cypress’ non-GAAP (generally accepted accounting principles) operating margin did not take a hit due to the Spansion merger.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Will Drive Intel’s Profits Going Forward?

    Intel dominates the data center processor market with a market share of over 99%.

    By Puja Tayal
  • uploads///Refining
    Company & Industry Overviews

    ExxonMobil’s Downstream Portfolio Fortifies Its Integrated Model

    ExxonMobil is expanding, modernizing, and upgrading its downstream assets to augment the use of its upstream and midstream capabilities.

    By Maitali Ramkumar
  • uploads///Leverage
    Company & Industry Overviews

    How Did Shell’s BG Group Acquisition Affect Its Leverage?

    Shell’s net debt almost doubled over 1Q14 to $70 billion in 1Q16. This was led by a 77% rise in its total debt over 1Q14 to $81 billion in 1Q16.

    By Maitali Ramkumar
  • uploads///Bass Strait
    Company & Industry Overviews

    ExxonMobil Plans to Exit the Bass Strait Oilfields

    ExxonMobil (XOM) is churning its upstream portfolio to retain the most competitive assets in a low energy price environment.

    By Maitali Ramkumar
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.