First Trust NASDAQ-100 ex-Tech Sect ETF
What American Airlines Has to Offer
American Airlines Group’s (AAL) operating revenue fell 2% in 2016 before gaining 4% in 9M17.
Chart in Focus: American Airlines’ Debt Levels
At the end of 2Q17, American Airlines had ~$6.9 billion of cash on its balance sheet.
Marriott International’s Valuation: What Is Priced In?
Marriott (MAR) currently trades at a forward EV-to-EBITDA multiple of 15.6x.
Will American Airlines Increase Its Dividend Payout?
American Airlines started paying dividends in mid-2014. Other airlines that pay dividends include Delta Airlines, Southwest Airlines, and Alaska Air Group.
Wall Street Analysts’ Recommendations for American Airlines
According to Reuters, of the 17 analysts tracking American Airlines (AAL), 23.5% (or four) have “strong buy” ratings on the stock.
What Investors Are Willing to Pay for Priceline Stock
Priceline (PCLN) trades at a forward PE multiple of 17.1x. This is higher than its average valuation of 20x since November 2008.
Assessing Whether Priceline’s Margins Can Expand in 1Q17
Priceline (PCLN) expects its 1Q17 EBITDA to be ~$550 million–$580 million. It also expects its gross profit to increase 9.5%–14.5%
Analyst Estimates for TripAdvisor in 2017
Of the 28 analysts rating TripAdvisor (TRIP) stock after the company’s 4Q16 earnings report, two analysts issued a “buy” rating, 23 analysts issued a “hold” rating, and three analysts issued a “sell” rating.
TripAdvisor’s 4Q16 Revenues Rose 2.7% YoY to $316 Million
For 4Q16, TripAdvisor’s (TRIP) revenues rose 2.7% year-over-year to $316 million.
What Investors Are Willing to Pay for Expedia
Expedia (EXPE) currently trades at a forward PE multiple of 22.5x. This multiple is significantly higher than its average valuation multiple of 14.8x since November 2008.
Expedia’s Profitability: What to Expect in 2017
For 2016, Expedia’s (EXPE) adjusted EBITDA (as reported by the company) rose 39% year-over-year or YoY to $1.6 billion, compared to $1.2 billion in 2015.
Takeaways from Expedia’s 4Q16 Key Metrics Performance
Hotel reservations accounted for 61% of Expedia’s 4Q16 revenue and remain the most important contributor to Expedia’s revenues.
What Do Analysts Recommend for Expedia ahead of 4Q16 Earnings?
Of the 31 analysts tracking Expedia (EXPE) stock, 19.0% (six analysts) have given it a “strong buy” recommendation, and 61.0% (19 analysts) have given it a “buy.”
Can Expedia’s Dividend Payout Increase?
EXPE is the only online travel player that pays dividends to its investors. It has also consistently increased dividend payouts.
Can Expedia’s Margins Improve in 2017? What Analysts Are Saying
For 4Q16, analysts are estimating Expedia’s (EXPE) EBITDA to rise 58.0% to $441.6 million.
Longbow Research Upgrades PACCAR to ‘Neutral’
On January 19, 2017, Longbow Research upgraded PACCAR’s rating to “neutral” from “underperform.”
PACCAR Sees an Upgrade in Its Rating
PACCAR (PCAR) has a market cap of $23.4 billion. It rose 1.8% to close at $67.52 per share on January 13, 2017.
Robert W. Baird Downgrades PACCAR to ‘Neutral’
PACCAR’s (PCAR) cash and marketable debt securities fell 17.1%, and its inventories rose 3.5% between 3Q16 and 4Q15.
What Do Analysts Estimate for TripAdvisor in 2016 and Beyond?
Of the 27 analysts rating TripAdvisor (TRIP) stock after the company’s 3Q16 earnings report, 14.8% (four analysts) issued a “buy” rating, 74.1% (20 analysts) issued a “hold” rating, and 11.1% (three analysts) issued a “sell” rating.
How Could Expedia’s Instant Booking Partnership Affect Priceline?
Priceline (PCLN) was the first OTA (online travel agent) to become part of TripAdvisor’s Instant Booking platform, joining it in late 2015.
JPMorgan Upgrades PACCAR to ‘Neutral’
PACCAR (PCAR) has a market cap of $23.9 billion. It fell 0.57% to close at $67.68 per share on December 9, 2016.
What’s Priced into Ctrip’s Valuation before 3Q16 Earnings?
Ctrip is now trading at a forward PE multiple of 56.2x—higher than its average valuation of 34x since January 2008, Priceline’s 19.8x, and Expedia’s 20.4x.
Can Ctrip Expand Its Margins in 2016 and Beyond?
For 3Q16, analysts are estimating that Ctrip will report a loss of $34 million, with a net margin of -4%, as compared to its net margin of 76% in 3Q15.
Can Ctrip Continue to Grow Its Revenues in 2016?
For 3Q16, analysts are estimating that CTRP’s (CTRP) revenue will grow by 63% to $811 million, including sales from Qunar (QUNR).
What Do Analysts Estimate For TripAdvisor in 2016 and Beyond?
Of the 27 analysts rating TripAdvisor’s stock after the company’s 3Q16 earnings report, four analysts issued a “buy” rating, 20 analysts issued a “hold” rating, and three analysts gave a “sell” rating.
Can TripAdvisor Reduce Leverage for the Rest of 2016?
TripAdvisor (TRIP) has been on an aggressive expansion spree, especially with its instant booking rollout.
What Do TripAdvisor’s Key Metrics Trends Suggest?
TripAdvisor’s (TRIP) average monthly unique visitors in 3Q16 grew 10.5% year-over-year to 388 million users compared to 3Q15.
Why Is TripAdvisor Having a Tough Time with Earnings Growth?
In 3Q16, analysts expect TripAdvisor’s (TRIP) EBITDA to fall 4.6% to $124 million, and it expects TRIP to have an EBITDA margin of 28.4%.
What Else Is TripAdvisor Doing to Improve Its Future Growth?
TRIP’s airlines platform will allow users not only to be able to book flights, but also to provide reviews, drawing on its highly successful feature of user experiences.
Why Was the Priceline Partnership a Key Milestone for TRIP?
One of the key drivers of visitors’ flocking to TripAdvisor’s (TRIP) site is that it has 6.6 million listings, including restaurants, attractions, and vacation rentals.
Analyzing Key Metrics for TripAdvisor ahead of Its 3Q16 Results
TripAdvisor’s (TRIP) number of average monthly unique visitors has risen 13.2% year-over-year (or YoY) to 351 million compared to 2Q15.
CLSA Has Given PACCAR an ‘Outperform’ Rating
PACCAR (PCAR) has a market cap of $20.6 billion. It rose 1.5% to close at $58.78 per share on September 30, 2016.
PACCAR Has Declared a Dividend of $0.24 per Share
PACCAR (PCAR) has a market cap of $20.2 billion. It fell 1.4% to close at $56.36 per share on September 13, 2016.
Deutsche Bank Rated PACCAR as a ‘Hold’
PCAR is trading 2.9% below its 20-day moving average, 2.1% above its 50-day moving average, and 9.2% above its 200-day moving average.
Can Ctrip’s Margins Turn Positive in 2016?
Ctrip saw losses throughout 2014 due to heavy investments in development that increased its costs and caused intense pricing wars, reducing revenue.
Ctrip Looks to Internet, Outbound Travelers to Grow Revenue
In 2Q16, Ctrip.com’s revenue (CTRP) rose to $664 million, a 62.9% year-over-year (or YoY) rise compared to its 2Q15 revenue of $407 million.
What Made Hain Celestial Shares Fall on August 16?
After growing 39% so far in 2016, Hain Celestial (HAIN) stock started falling on August 15. The stock fell 26% to $39.45 in after-hour trading on August 15.
How Has Hain Celestial’s Stock Fared ahead of Fiscal 4Q16 Results?
So far, Hain Celestial’s stock has shown tremendous growth of 31% in 2016, led by an exceptional performance each quarter. The stock has gained 16% since its last quarterly earnings release on May 4.
Kraft Heinz: 71% of Analysts Recommend a ‘Buy’ after Fiscal 2Q16
The average broker target price for Kraft Heinz rose to $96.94 from $91.13. It rose by 6% after the earnings release. This represents a 9% rise.
Kraft Heinz: Why Did Its 2Q16 Earnings Rise 39%?
Kraft Heinz’s adjusted EPS for fiscal 2Q16 was $0.85—an increase of 39% compared to $0.61 in fiscal 2Q15. The is due to 17% growth in the adjusted EBITDA.
Should TripAdvisor Investors Pack Their Bags Based on TRIP’s Valuation?
As of Aug 4, 2016, TripAdvisor’s forward PE ratio stood at 34.3x. Its all-time high (~50.7x) was in July 2014. Its all-time low (~17.4x) was in October 2012.
How Analysts See TripAdvisor in 2016 and Beyond
TripAdvisor’s sales are expected to grow by 7% in 3Q16 to $443.5 million and by 12% in 4Q16 to $345.5 million. In 2016, analysts expect sales to grow by 3%.
Can TripAdvisor Expand Its Margins in 2016?
TripAdvisor’s (TRIP) adjusted EBITDA decreased from $123 million in 2Q15 to $95 million this year, a decline of 23% YoY.
What Made Mead Johnson Nutrition Revise Expectations for 2016?
Mead Johnson Nutrition revised its net sales outlook. It now expects constant-dollar sales to fall 0%–2% year-over-year in 2016.
What’s Mondelez’s Outlook for Fiscal 2016?
Mondelez provided its fiscal 2016 outlook during the second quarter earnings call. It reduced its estimate for organic net revenue growth to ~2%.
Did Mondelez’s Earnings Manage to Beat Estimates in 2Q16?
Mondelez exceeded analysts’ earnings estimates of $0.40 by 10% for 2Q16. The adjusted EPS (earnings per share) was ~$0.44 for the quarter.
71% of Analysts Recommend ‘Buys’ on KHC before Its 2Q16 Results
Results show that 71% of analysts rate Kraft Heinz (KHC) as a “buy,” ~19% rate it as a “hold,” and 10% rate it as a “’sell.”
What’s Kraft Heinz’s Outlook for 2016?
Kraft Heinz’s management discussed its fiscal 2016 outlook during its last quarter’s earnings call. KHC remains on track or ahead in its areas of integration.
PACCAR Saw Revenues Trucking Along in 2Q16
PACCAR (PCAR) has a market cap of $20.3 billion. It rose by 4.4% to close at $58.36 per share on July 26, 2016.
What’s Expected of Mondelez’s Earnings for 2Q16?
Analysts expect Mondelez’s adjusted EPS to be $0.40 compared to $0.47 in 2Q15.
Mondelez’s Revenue Expectations for Rest of Fiscal 2016
In its fiscal 1Q16, Mondelez International (MDLZ) reaffirmed the fiscal 2016 outlook it announced during its 4Q15 results.
Longbow Research Downgrades PACCAR to ‘Underperform’
PACCAR (PCAR) is trading 1.9% above its 20-day moving average, 1.1% below its 50-day moving average, and 4.1% above its 200-day moving average.
PACCAR Declares Quarterly Dividend of $0.24 per Share
PACCAR (PCAR) has a market cap of $18.6 billion. It rose by 1.7% to close at $53 per share on July 11, 2016.
JPMorgan Chase Downgrades PACCAR to ‘Underweight’
PACCAR (PCAR) has a market cap of $17.1 billion. Its stock fell by 6.0% to close at $48.88 per share on June 27, 2016.
Will ConAgra Foods’ Stock Gain from Its Fiscal 4Q16 Results?
ConAgra’s stock has gained 4% since its last quarter earnings release on April 7. So far, the stock has gained momentum in 2016.
Why Goldman Sachs Downgraded Paccar to ‘Neutral’
Paccar (PCAR) has a market cap of $19.2 billion. It fell by 2.4% to close at $54.90 per share on June 3, 2016.
Kraft Heinz: 71% of Analysts Recommend a ‘Buy’ after Fiscal 1Q16
Kraft Heinz released its financial results for fiscal 1Q16—71% of analysts rate Kraft Heinz a “buy,” ~19% rate it a “hold,” and 10% rate it a “’sell.”
Analyzing Kraft Heinz’s Recent Dividend and 2016 Outlook
On May 5, one day after the 1Q16 earnings results, Kraft Heinz (KHC) announced a regular quarterly dividend of $0.58 per share of common stock.
Kraft Heinz: Why Did Its 1Q16 Earnings Rise 38%?
Kraft Heinz reported fiscal 1Q16 net earnings of $1.1 billion—compared to net earnings of $617 million in 1Q15. The adjusted EPS for fiscal 1Q16 was $0.73.
How Did PACCAR Perform in 1Q16?
PACCAR (PCAR) has a market cap of $20.5 billion. PCAR rose by 5.1% to close at $58.93 per share on April 26, 2016.
Which Hotels Will Be Impacted Most Due to the Terror Attack?
Hotels with relatively large exposure to Europe will face the brunt of the terror attack in Brussels. European hotel chain Accor Group has 20 hotels in Brussels.
Can TripAdvisor’s Revenue Continue to Grow in 2016?
For the fourth quarter, TripAdvisor’s revenue grew by a strong 7% YoY, primarily driven by non-hotel revenues.
PACCAR’s Revenue and Income Rose in 2015
PACCAR (PCAR) rose by 5.5% to close at $49.07 per share at the end of the last week of January 2016.
BioMarin’s Firdapse for Lambert-Eaton Myasthenic Syndrome
Firdapse is indicated for Lambert-Eaton Myasthenic syndrome. The chemical name of Firdapse is amifampridine phosphate and its active ingredient is 3,4-DAP.
TripAdvisor and the Future of Instant Booking
From hotel reviews to pop-up advertising, metasearch, restaurant reservations, and now direct hotel bookings, TripAdvisor has pretty much laid its hands on everything that will help it grow.
TripAdvisor’s Revenue Drivers for Its Largest Revenue Stream
What are the key revenue drivers of TripAdvisor’s (TRIP) click-based advertisement revenue? We can break them down into a few key metrics.
TripAdvisor’s Revenue Streams: A Cost-per-Click Model
Since all the content provided on TripAdvisor’s (TRIP) website is free and predominantly user-generated, the company shifted from earning on a per-query basis to a cost-per-click model.
TripAdvisor’s Business Model: What Investors Need to Know
In 1999, TripAdvisor founders Stephen Kaufer and his wife, Caroline Lipson Kaufer, decided to take a vacation. The vacation would have turned out to be a disaster if they hadn’t decided to check out the place online.
How Will the Priceline Collaboration Help TripAdvisor?
The deal with Priceline is expected to help TripAdvisor rapidly grow its portfolio and offerings.
Which Segment Will Continue to Drive TripAdvisor’s Growth?
The hotels segment is TripAdvisor’s main segment, contributing about 82% of the company’s total revenues.
How Does TripAdvisor’s Valuation Compare to Peers?
As of November 6, 2015, TripAdvisor’s forward PE ratio stood at 34x, which is in between its all-time high of 50.69x from July 2014 and its all-time low from 17.44x in October 2012.
Kellogg Company’s Acquisitions and Their Benefits
The Kellogg Company’s acquisitions this year include Mass Food Group and BiscoMisr, and it is planning a deal with Diamond Foods that is expected to reach over $1.5 billion.
The Kraft Heinz Merger and Its Benefits
Pittsburgh-based H.J. Heinz Holding Corporation acquired Kraft Foods in October. After the merger, the company changed its name to Kraft Heinz.
How Does Wynn Resorts Compare to Its Peers?
The peers are way ahead of Wynn Resorts based on the price-to-sales ratio. The ETFs outperformed Wynn Resorts based on the price movement and PE ratio.
How Did Fastenal Perform Compared to Its Peers in 3Q15?
The peers outperformed Fastenal based on the EPS. Fastenal outperformed its peers based on the net profit margin, current ratio, PE ratio, and PBV ratio.
Fastenal’s Revenue and Income Rose in 3Q15
Fastenal (FAST) has a market cap of $11.0 billion. After the earnings report in 3Q15, Fastenal fell by 2.2% to close at $37.95 per share as of October 13, 2015.