With shares of Comcast (NASDAQ:CMCSA) trading around $49, is CMCSA an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementComcast is a provider of entertainment, information, and communications products and services. The company operates in five segments: cable communications, cable networks, broadcast television, filmed entertainment, and theme parks. Comcast offers television, video, high-speed Internet, and voice services to residential and business customers. It also operates NBC and Telemundo broadcast networks; provides filmed entertainment under the Universal Pictures, Focus Features, and Illumination names; and operates theme parks, studios, and a dining, retail, and entertainment complex.
Television is changing and adapting to accommodate consumers��desire for binge-watching and on demand television shows. As a result, Comcast is changing commercials to adapt alongside television�� evolution, according to Reuters.�As the largest cable provider in the U.S., Comcast is understandably anxious to keep advertising relevant in television. It�� newest attempt to do so has older television episodes being edited to include new ads. This could aid shows in obtaining revenue from advertisement. Past season are often available commercial free from services such as Comcast-owned Hulu and major online streamer�Netflix (NASDAQ:NFLX). Still, for seasons coming out with new episodes, most are only available via cable boxes, iTunes, and network websites. There are less commercial free options for the more recent seasons.
5 Best Airline Stocks To Watch For 2015: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Steven Russolillo]
Workers Try a New Tactic in Minimum-Wage Fight: “Stymied by Congress on their minimum-wage push, low-wage workers and even Obama administration officials are pleading for U.S. companies from McDonald's(MCD) to Wal-Mart(WMT) to raise wages voluntarily.”
- [By Brian Stoffel]
By combining the food qualities from La Boulange and the drive-through in more car-centric locations, its easy to see how even McDonald's (NYSE: MCD ) might be in for a fight with the fast-food crowd.
Top 5 Retail Stocks To Invest In Right Now: Bed Bath & Beyond Inc.(BBBY)
Bed Bath & Beyond Inc., together with its subsidiaries, operates a chain of retail stores. It sells a range of domestic merchandise, such as bed linens and related items, bath items, and kitchen textiles; and home furnishings, including kitchen and tabletop items, fine tabletop, basic housewares, general home furnishings, consumables, and certain juvenile products. The company also offers giftware, household products, and health and beauty care items; and infant and toddler merchandise. It operates stores under the names of Bed Bath & Beyond (BBB), Christmas Tree Shops (CTS), Harmon and Harmon Face Values (Harmon), and buybuy BABY. As of August 27, 2011, the company had a total of 1,155 stores, including 986 BBB stores, 70 CTS stores, 54 buybuy BABY stores, and 45 Harmon stores in 50 states, the District of Columbia, Puerto Rico, and Canada. It also operates two stores under the name of Home & More in the Mexico City through a joint venture. Bed Bath & Beyond Inc. was foun ded in 1971 and is based in Union, New Jersey.
Advisors' Opinion:- [By Teresa Rivas]
On Thursday, Bed, Bath & Beyond (BBBY) after its earnings forecast disappointed. Citigroup�� Kate McShane also downgraded the stock from Buy to Neutral on the news, lowering her target price from $85 to $72.
McShane writes that excluding the effect of her conservative assumptions for share repurchases, earnings per share growth looks to be virtually flattish for the next two years. The announcement Thursday night indicates that ��he company is facing a 2nd straight year of top-line deceleration driven by both slowing new store openings and modest comp growth.��Moreover, she writes, she doesn�� see an inflection point for gross margin in the next year, as she had previously thought possible, and she is concerned about the ��ngoing increasing negative impact from couponing.��/p>
She notes that while investments in technology may improve Bed, Bath�� omni-channel experience, this strategy will continue to weigh on EPS, and she now likes Williams Sonoma (WSM) as a better way to get exposure to favorable trends in home furnishings.
Her new estimates:
Lowering our FY15 EPS from $5.36 to $5.04 ��e are taking down our EPS estimates on a slower comp environment over the next few years which will make it more difficult to leverage expenses, especially in light of continued investments in the omni-channel experience. Plus, the mix shift toward lower margin products may persist and the couponing reliance appears to be a permanent overhang. Lastly, the square footage expansion story for FY15 was less than we had expected and the opportunity to get a sales lift from square footage growth may be waning.
- [By Johanna Bennett]
Bed Bath & Beyond (BBBY) rose 4.5% to $77.54 after the retailer reported late Wednesday fiscal second-quarter earnings and revenue that topped estimates, and provided an upbeat earnings outlook.
- [By Steve Heller]
A group of analysts over at BB&T price-compared a basket of 30 items between Amazon.com (NASDAQ: AMZN ) and Bed Bath & Beyond (NASDAQ: BBBY ) , and found Bed Bath & Beyond to be victorious. On average, Bed Bath & Beyond's prices were 6.5% better than Amazon's, and after accounting for its ubiquitous 20% off coupons, the gap widened to 25%.
- [By Sean Williams]
Finally, home-furnishings retailer Bed Bath & Beyond (NASDAQ: BBBY ) rose 2% after research firm Nomura�upgraded the company to "buy" from "neutral" with a price target of $82, implying 21% upside from yesterday's close. The covering analyst, Arum Rubinson, still believes that concerns exist with regard to the company's ties to the health of the housing market, but that Bed Bath & Beyond is attractively valued relative to its peers. I happen to agree with Rubinson and have come around to the Bed Bath & Beyond story as well, as it's done a good job of managing its inventory and controlling its discounting over the past year. Barring a big decline in the housing sector, this company should continue to put up steady growth figures.
Top 5 Retail Stocks To Invest In Right Now: Staples Inc.(SPLS)
Staples, Inc., together with its subsidiaries, operates as an office products company. The company offers various office supplies and services, office machines and related products, computers and related products, and office furniture under Staples, Quill, and other proprietary brands. It also provides copy and print services to retail and delivery customers, as well as technology services through its EasyTech business. The company sells and delivers office products and services directly to businesses and consumers through Internet retail, including Staples.com and Quill.com, as well as through contract sales force, direct mail catalog business, and retail stores. As of January 28, 2012, it operated 2,295 retail stores in 48 states and the District of Columbia in the United States; and 10 provinces and 2 territories in Canada, as well as in Belgium, Finland, Germany, the Netherlands, Norway, Portugal, Sweden, the United Kingdom, China, Argentina, and Australia. The company also operated 124 distribution and fulfillment centers in 29 states in the United States; 7 provinces in Canada; and in Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, the United Kingdom, China, Argentina, Brazil, and Australia. Staples, Inc. was founded in 1986 and is based in Framingham, Massachusetts.
Advisors' Opinion:- [By Sean Williams]
Office supply superstore Staples (NASDAQ: SPLS ) should be licking its chops with excitement as OfficeMax�shareholders approved the pending merger with purchasing company Office Depot. Some may see this new company as fierce competition. As for me, I see it as a two-year opportunity for Staples to pick up displaced customers from store closures caused by this merger, and as a way of solidifying its brand name. Staples has a shot at really surprising Wall Street over the coming year or two.
- [By Monica Wolfe]
Staples (SPLS)
Pzena�� fifth largest position goes to Staples where the guru holds on to 32,431,464 shares. His position in the company represents 3.1% of his total portfolio and 4.91% of the company�� shares outstanding.
Top 5 Retail Stocks To Invest In Right Now: Vipshop Holdings Ltd (VIPS)
Vipshop Holdings Limited (Vipshop Holdings), incorporated on August 27, 2010, is a holding company. Vipshop Holdings conducts its business through its subsidiaries and consolidated affiliated entity in the People's Republic of China. The Company is engaged in the online discount retailer for various brands. It offers branded products to consumers in China through flash sales on its vipshop.com Website. As of February 17, 2012, it had the rights to sell selective products from over 360 brands. As of December 31, 2011, it had offered diversified product offerings from over 1,900 popular domestic and international brands on its Website, including Aimer, A-life, Bossini, Disney, FOX, Harry Potter, Kappa, KUHLE, Lily, Limi, Mentholatum, Metersbonwe, MEXICAN, Ochirly and Pepsi. As of December 31, 2011, it owned seven registered trademarks, copyrights to six software programs developed by the Company, and four registered domain names, such as vipshop.com, vipshop.com.cn, vipshop.cn and vipshop.net.
In February 2014, the Company announced that it has acquired a 75 % interest in Lefeng.com Limited from Ovation Entertainment Limited.
The Company�� business model provides an online shopping for its customers. It offers new sales events with a selection of popular branded products at discounted prices in limited quantities during limited time periods. As of February 17, 2012, its total number of customers were 0.9 million, representing 60.6% of the total number of its customers. The Company offers a curated selection of apparel, fashion goods, cosmetics, home goods and lifestyle products from popular domestic and international brands. Its Product Category include womenswear, menswear, footwear, accessories, handbags, children, sportswear and sporting goods, cosmetics, home goods and other, lifestyle products, luxury goods and gifts and miscellaneous.
The Company competes with B2C e-commerce, Taobao Mall, 360Buy and Dangdang.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading UP
Vipshop Holdings (NYSE: VIPS) shot up 31.11 percent to $167.51 after the company reported better-than-expected fourth-quarter results and issued a strong revenue forecast for the first quarter. - [By Rick Munarriz]
Dangdang and LightInTheBox were polar opposites for the quarter in nearly every performance metric, and that opens the speculative door to see how Vipshop (NYSE: VIPS ) fares when it reports after Monday's market close. To be fair, it shouldn't disappoint. Vipshop has been the fastest growing of the three -- by far -- and it's also been the one's that consistently profitable.
- [By Paul Goodwin]
Vipshop Holdings (VIPS) offers fashionable merchandise, including clothing, shoes, accessories, cosmetics, and more, all at discounted prices.
But what really makes Vipshop special is that sales are all discounted, online, flash sales. That means limited amounts of each product are offered for limited amounts of time, and at a significant discount to full retail, usually 50% to 70% below original retail.
- [By Belinda Cao]
Web clothing retailer Vipshop Holdings Ltd. (VIPS) surged 27 percent to $60 last week, rallying the most since the week ended Feb. 8. E-Commerce China Dangdang Inc. jumped 11 percent in the steepest climb in six weeks to $9.84.
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