iShares Russell 1000 Growth

TJX Companies (TJX) will announce its results for the second quarter of fiscal 2016 on August 18. The second quarter ended on August 1, 2015.

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

Allison Transmission Holding and its subsidiaries design and manufacture commercial and defense fully automatic transmissions.

Colgate-Palmolive (CL) has a market capitalization of $60.9 billion. CL rose by 0.37% to close at $68.23 per share as of March 10, 2016.

JANA Partners sold a significant stake in Equinix (EQIX) during the fourth quarter. The position accounted for 3.38% of the fund’s third-quarter portfolio.

Allison Transmission and its subsidiaries design and manufacture commercial and defense fully automatic transmissions. In 4Q14, net sales grew 11% to $544 million.

Coca-Cola’s productivity program aims for annualized savings of $3 billion by 2019. The company will reinvest these savings in incremental media spending.

China has been an important element in Skechers’ success in international markets. Sales from China rose to $220 million in 2015 from $86 million in 2014.

Mead Johnson follows a strategy of investments in innovation, having expanded its liquids portfolio and rolled out its key specialty formulas across Asia.

Coffee lovers in the United States are boosting ready-to-drink coffee volumes.

In the first six months of fiscal 2016, HomeGoods accounted for 12.2% of the consolidated net sales of TJX Companies. That’s up from 11.2% in the comparable period of the previous year.

Coach expects to realize $160 million in annual savings due to its restructuring initiatives from fiscal 2016 onward. It also expects to maintain its annual dividend of $1.35 per share.

Trends shaping the jewelry industry include Increasing demand for branded jewelry and an increased focus on e-commerce sales.

Whiskey is the largest category of the US spirits market with a 33% share of gross revenues. Vodka, cordials, and rum hold 25%, 11%, and 10%, respectively.

According to the Beverage Marketing Corporation, alcoholic beverages such as beer, wine, and distilled spirits, account for 20% of the US beverage market.

Tiffany & Co.’s Americas segment includes sales from company-operated retail stores in the United States, Canada, Mexico, and Brazil.

Total retail jewelry sales in the US grew at a CAGR of 4.4%, reaching $74.7 billion in 2014. Fine jewelry sales grew at a CAGR of 5%, reaching ~$69 billion.

C.R. Bard (BCR) has grown significantly outside the United States in recent years, driven by its international channel expansion strategy.

In 2Q15, Nordstrom Rack store sales increased by 12.9% to $857 million from the comparable quarter of the previous year.

One of the ways retailers can track their store performance is via productivity measures like sales and profitability per retail square foot.

Under Armour’s revenues from its Connected Fitness initiative came in at $53 million in 2015, which was up from $19 million in 2014.

Currently, we’re in a highly levered system, especially the developed world. A levered economy depends on continued credit creation for stability and growth.

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.”

Target’s flexible and smaller format stores could prove a cost-effective and capital-efficient way for it to reach customers in new markets.

In 2015, Skechers became the second-largest footwear company in the United States, trailing global market leader Nike (NKE).

Stryker’s acquisition-driven growth strategy Stryker (SYK) has been growing at a fast pace through inorganic growth. It has undertaken a number of strategic acquisitions recently. In 3Q17, acquisitions contributed approximately 0.6% of the company’s YoY (year-over-year) sales growth, and in the first three quarters of 2017, Stryker acquisitions contributed ~3.2% of the company’s sales growth […]

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

In September, Eli Lilly presented the results of its phase-3 Spartan trial, in which Lasmiditan demonstrated significant progress in the treatment of migraines.

Regeneron and Sanofi have submitted an application seeking regulatory approval for Kevzara in Japan.

Although Intuitive Surgical leads the surgical robotics market, there are competitive threats from other major players in the market.

To extend the durability of the Inspiris Resilia surgical aortic valve, Edwards Lifesciences (EW) has incorporated a new tissue platform, Resilia tissue.

The average daily rate (or ADR) measures the average room price paid in the market. In 1Q17, the ADR rose 2.5% year-over-year (or YoY) to $124.27.

Thermo Fisher Scientific expects to deploy 60%–75% of its capital toward M&As (mergers and acquisitions).

Baron Capital began investing in Vail Resorts in 1997, and it owns a ~15%–20% stake in the company. According to Ron Baron, this investment has returned ~50%–75%.

The US Consumer Sentiment Index improved in January 2017. It stood at 98.1 in January 2017 compared to 98.2 in December 2016.

Narayana Kocherlakota, 12th president of the Federal Reserve Bank of Minneapolis, said central banks have been able to control inflation better when left alone by the government.

In his November Insights newsletter, Richard Bernstein stated, “It is incredible that investors have basically been wallflowers during the second longest bull market of the post-war period.”

Wyndham has the highest return potential of 21% with a target price of $81. Marriott is next with a return potential of 18% and a target price of $79.15.

On April 29, 2015, Starwood put itself up for sale. On August 29, 2015, Anbang offered to buy it at a 20% all-cash premium deal on its last closing price.

Historically, dividend growers have often performed better than the S&P 500 (IVV) and provided higher income during Market volatility.

AbbVie project that Rova-T, a DLL3-targeted antibody conjugate acquired through the acquisition of Stemcentrx, will earn $5 billion in peak sales.

On March 01, 2016, the FDA approved Gilead Sciences’ TAF-based HIV drug, Odefsey, for the treatment of certain HIV-1 afflicted patients.

Gene therapy is the emerging platform for hemophilia care. If approved, it would be a paradigm.

Jazz Pharmaceuticals’ (JAZZ) Xyrem is a drug for cataplexy and excessive daytime sleepiness occurring in patients with narcolepsy, a serious orphan disease.

A population of 80 million strong in the U.S., millennials – those born between 1980 and 1999 – are breaking with tradition.

The last two years have been marked by turmoil for Starwood Hotels (HOT). Starwood’s properties include brands like the Sheraton, Westin, St. Regis, and W hotels.

The Marriott–Starwood deal holds immense significance for Marriott International because the combined entity of Marriott International and Starwood Hotels and Resorts Worldwide would create the world’s largest lodging company.

Millennials resonate with the idea of the sharing economy since it perfectly fits their budgets. Millennials took longer than expected to enter the job market—and at lower wages.

At -$276 million, Netflix had negative free cash flow for the fourth straight quarter in 2015 as the company continued investing in original programming.

Signet launched a new collection called Ever Us in October 2015. It’s meant to meet the need for jewelry that represents the bond between two people.