iShares Morningstar Mid-Cap Value
Bunge Expects Resurgence of Commodities to Drive 2016 Growth
Bunge’s (BG) 1Q16 earnings were consistent with its guidance and beat earnings estimates by 78%.
Bunge’s Performance in 1Q16: A Strong Start to 2016
Bunge started 2016 by beating earnings estimates by 78%. The adjusted EPS was ~1.41 for the first quarter—much higher than analysts’ estimates.
Visteon Is a New Addition to Highfields Capital’s 4Q14 Portfolio
Visteon (VC) is a major global supplier of electronics, interiors and climate components, modules, and systems to original equipment manufacturers within the automotive industry.
An Inside-Out Breakdskinown of Fragrance Giant Coty
Global cosmetics giant Coty’s consolidated revenue came in at ~$4.4 billion in fiscal 2015. Coty’s top ten power brands generated 72% of its net revenue in that period.
Tyson Foods’ Beef Segment Contributed Most to Fiscal 1Q16 Revenue
Favorable market conditions related to an increase in supply, which drove down fed cattle costs, resulted in the rise in operating profit to $71 million for Tyson Foods’ Beef segment in fiscal 1Q16.
How Investors Reacted to PVH’s Q1 Results
Investors were pleased with PVH’s (PVH) first-quarter results, reported after the market closed on May 30.
Tommy Hilfiger and Calvin Klein Have Another Outstanding Quarter
Tommy Hilfiger accounted for 46% of PVH’s (PVH) 4Q17 top line, recorded a stellar 22% YoY (year-over-year) growth in sales to $1.1 billion.
PVH Stock Rises after Strong 4Q17 Results and Upbeat Guidance
PVH (PVH) reported strong 4Q17 results on March 28, outperforming earnings expectations for a 15th straight quarter.
Why PVH Corp. is among the Best-Rated Apparel Stocks
Phillips-Van Heusen Corporation or PVH Corp. (PVH) is among the best-rated apparel stocks. The company is rated a 1.9 on a scale of 1 (strong buy) to 5 (strong sell).
PVH: Telsey Advisory, Cowen & Co. Raise Price Targets
There were no changes in analyst ratings after PVH Corp’s (PVH) 2Q17 results. But Telsey Advisory Group and Cowen & Co. raised their price targets.
PVH Corp and Its Peers: Stock Returns, Valuations, Earnings
After PVH Corp (PVH) reported strong 2Q17 results, PVH stock touched its three-year high of $130.25 on August 24, 2017.
How Will PVH Corp’s Earnings Shape up in 2Q17?
In 1Q17, PVH reported a 10% YoY (year-over-year) increase in its EPS (earnings per share), driven mainly by a business beat.
Coach Is Trading at the Upper End of Its Valuations
Coach’s one-year forward earnings multiple surged to 20.7x versus a three-year average of 18.3x.
Coach’s 3Q17 Earnings Story: Earnings Beat, Revenue Miss
For fiscal 3Q17, Coach reported earnings of $0.46 per share, beating the Wall Street analyst average estimates by $0.02.
Archer Daniels Midland’s Valuation before Its 2Q16 Earnings
Archer Daniels Midland is trading at a higher PE multiple of 15.3x over its forward 12-month EPS—compared to Bunge as of July 25, 2016.
Ingredion’s Valuation Multiple ahead of 2Q16 Earnings
A forward PE valuation multiple indicates how much an investor is willing to pay over the company’s EPS for the next four quarters. Ingredion’s valuation rose 13% since fiscal 1Q16.
Ingredion’s Fiscal 2Q16 Revenue: What Can We Expect?
Analysts are expecting Ingredion’s (INGR) revenue to be $1.4 billion for fiscal 2Q16. That would be a slight fall of 1% compared to $1.5 billion in the 2Q15.
Autoliv Refinances Its Revolving Credit Facility
Autoliv (ALV) rose by 2.4% to close at $109.83 per share during the second week of July 2016.
What Benefited Cal-Maine’s Strong Revenue Growth in Fiscal 2016?
Cal-Maine Foods started fiscal 2016 with higher sales. Higher average selling prices for eggs and a modest rise in volume contributed to the revenue growth.
Analyzing Cal-Maine Foods’ Variable Dividend Policy
Cal-Maine has a variable dividend policy in place. It has a dividend yield of 5.8% as of June 28. Management raised the dividend at a CAGR of 15.3% over five years.
Why Did Autoliv Fall ~1.5% on June 29?
Autoliv (ALV) has a market cap of $9.6 billion. Its stock fell by 1.5% to close at $108.47 per share on June 29, 2016.
Why Did Cal-Maine Shares Fall 23% in the Last 3 Months?
Cal-Maine Foods (CALM) saw declining growth in its shares in the last three months. The company’s shares are trading close to its 52-week low.
Tyson Foods Has Appointed Tom Hayes as President
Tyson Foods (TSN) has a market cap of $22.5 billion. It fell by 1.1% to close at $59.93 per share on June 13, 2016.
Piper Jaffray Rated Autoliv as ‘Neutral’
Autoliv (ALV) reported fiscal 1Q16 net sales of $2.4 billion—a rise of 11.8% compared to $2.2 billion in fiscal 1Q15.
BMO Capital Downgrades Tyson Foods to ‘Market Perform’
Tyson Foods (TSN) has a market cap of $22.6 billion. It fell by 3.7% to close at $60.88 per share on June 6, 2016.
Autoliv Declared a Quarterly Dividend of $0.58 per Share
Autoliv (ALV) fell by 2.0% and closed at $122.79 per share at the end of the second week of May 2016. It reported fiscal 1Q16 net sales of $2.4 billion.
Chicken, Beef, or Pork: Which Segment Drove Tyson Foods’ Revenue?
In Tyson Foods’ Chicken segment, sales improved in 2Q16. The segment reported $2,737 million in net sales.
AQR Capital Begins a Position in Flextronics International
AQR Capital commenced a position in Flextronics International (FLEX). FLEX represented 0.3% of the fund’s 4Q14 portfolio.