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[ May 5, 2016 | Author: admin | Views: 90834 | Weather: | Mood: normal]

Nomura’s Simeon Siegel and team argue that Michael Kors Holdings (KORS) is “good at ‘Bar Setting.’” They explain: Susana Gonzalez/Bloomberg News This MorningMichael Kors continued its streak of topping guidance and Street estimates, posting a 2% constant-currency comp increase, better-than-feared margin erosion and ongoing boosts from share repurchases. With numbers going up, we continue to believe draconian fears are overdone and believe this valuation represents an attractive risk/reward… Another guidance beat.Michael Kors reported an EPS beat of $1.59 vs. the Street at $1.46, essentially beating across the board. After a quick stumble, this quarter represents another guidance beat, suggestingMichael Kors conservativism remains. The company beats its guidance 93% of quarters on average… Hot European Stocks To Watch For 2016: Insulet Corporation(PODD)   Insulet Corporation, a medical device company, develops, manufactures, and sells insulin infusion systems for people with insulin-dependent diabetes in the United States. The company offers OmniPod Insulin Management … Continue reading

[ May 4, 2016 | Author: admin | Views: 51404 | Weather: | Mood: normal]

Deutsche Bank’s Gregg Gilbert argues that shares of Endo International (ENDP) are “undervalued” despite “concerns aplenty.” He explains why: Endo shares have been under significant pressure this year for a variety of reasons, including but not necessarily limited to soft generic trends in 4Q15/1Q16, earlier-than-expected generic competition to Voltaren Gel, product liability (mesh) concerns, opioid demand concerns, and the debt load, all in the context of an unpopular sector. While we are not dismissive of these issues, it does feel like the stocks sell-off has been much more extreme than fundamentals would support, perhaps suggesting non-fundamental or forced selling (~35% of the float traded in the past two weeks). We see Endos Q1 call in early May as an important milestone in that new money may prefer to see Q1 trends and updated 16 guidance. Our below-consensus revenue and EPS estimates for 16 ($4.1bn and $5.34 vs. consensus of $4.3bn … Continue reading

[ May 4, 2016 | Author: admin | Views: 55525 | Weather: | Mood: normal]

Citigroup’sMark May and team consider what Amazon.com’s (AMZN) decision to handle more shipping in-house means for FedEx (FDX) and United Parcel Service (UPS): Bloomberg News Amazon is undergoing a transformation of its retail logistics network in order to support growth, benefit from scale advantages and new lower cost alternatives, and improve customer satisfaction. This creates concerns of a significant new investment cycle and of a change in the competitive landscape of the U.S. small package market… Amazon Still Needs FedEx & UPS: Our analysis finds that FedEx and UPS delivered ~28% of Amazons U.S. packages in 2015 (likely skewed toward Prime), Amazon currently makes up ~5% of domestic volume at each carrier and ~15% of FedEx and UPS incremental domestic volume growth in 2015. While Amazon is actively diversifying its last mile fulfillment, its rapid growth and FedEx/UPS delivery scale suggests these interdependent partnerships will remain for the foreseeable future … Continue reading

[ May 4, 2016 | Author: admin | Views: 67851 | Weather: | Mood: normal]

Related The 6 Most Dedicated Fanbases On StockTwits Benzinga's Volume Movers Big March For Stocks; Starwood Falls After Hours (Investor’s Business Daily) Sunedison Inc (NYSE: SUNE) has officially been approached by the SEC, and it has a new DoJ subpoena to boot. In Thursday's after-hours session, the company confirmed rumors of an SEC inquiry, adding that it's received a subpoena from the U.S. Department of Justice, according to an 8-K filing. Sunedison received the subpoena from the DoJ seeking information related to five specific points on March 28, the filing said. Those five points are as follows: Best Communications Equipment Stocks To Invest In 2016: Time Warner Inc.(TWX)   Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates through three segments: Turner, Home Box Office, and Warner Bros. The Turner segment owns and operates a portfolio of cable television networks and related … Continue reading

[ May 3, 2016 | Author: admin | Views: 58856 | Weather: | Mood: normal]

Related FB Facebook Is Quietly Supporting This Satellite Company With 40% Upside Report: Google's VR Headset Doesn't Rely On A Smartphone Facebook, Alphabet, LinkedIn: Which Makes The Warren Buffett Screen? (Investor’s Business Daily) Tech companies have been toeing a fine line between protecting their users' privacy and complying with government requests to provide them with what they think is essential information in combating terrorism. Terror groups are becoming increasingly active on social media, using sites like Twitter Inc (NYSE: TWTR) and Facebook Inc (NASDAQ: FB) to recruit new members, plan attacks and spread propaganda. 10 Best Long Term Stocks To Own Right Now: Xerox Corporation(XRX)   Xerox Corporation provides business process and document management solutions worldwide. Its Services segment offers business process outsourcing services, such as customer care, transaction processing, finance and accounting, human resources, communication and marketing, and consulting and analytics services, as well as services in the areas … Continue reading