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Amal Singh

 
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  • Flowers Foods: End-Market Opportunity, Smart Strategies, And Cost Cutting Can Help It Improve
    Today, 9:35 AM FLO Comment!

    Summary

    • Flowers Foods' sales have been declining due to lower volumes and stiff competition, but investors shouldn't lose hope.
    • Flowers is looking to improve its financial performance on the back of cost cuts, efficiency gains, and improved service.
    • Flowers' valuation and growth projections look bright, indicating that the company can do better in the long run.
  • Improving Iron Ore And Coal Shipments Are Long-Term Catalysts For DryShips
    Fri, Dec. 12 DRYS 6 Comments

    Summary

    • Increasing import of high grade iron ore in China will increase DryShips' addressable market.
    • The oil tanker and coal transportation markets are getting better.
    • DryShips is expected to deliver earnings in the long run as opposed to a sustained decline in the last five years, and it is also expected to outperform the overall.
  • Looking Beyond Campbell Soup's Weak Guidance
    Fri, Nov. 28 CPB Comment!

    Summary

    • Campbell Soup beat estimates but cut its guidance, but investors need to look at the long-term picture.
    • The global soup market is expected to grow steadily in the future and Campbell is tapping it with various acquisitions.
    • Campbell's new product launches will also help it deliver growth.
    • Campbell's earnings are expected to get better in the next five years, while its dividend yield is also attractive, making it a smart investment.
  • Looking Beyond Chipotle Mexican Grill's Cost Concerns
    Wed, Nov. 26 CMG 1 Comment

    Summary

    • Chipotle Mexican Grill should overcome rising cost concerns on the back of strong customer loyalty and expansion into more markets.
    • Chipotle's fast-food centric chains will help it bring more customers into its fold.
    • Chipotle is using responsibly raised ingredients in order to cater to the needs of the millennial population, which is a smart move.
    • Chipotle can even consider raising prices, and this might not have a negative effect on its financial performance as explained in the article.
  • Vale - Why Investors Shouldn't Read Too Much Into Last Friday's Gains
    Tue, Nov. 25 VALE 10 Comments

    Summary

    • Vale shares popped on Friday after reports emerged that Brazil might get a new finance minister.
    • Investors, however, shouldn't take this as a positive since iron ore and nickel pricing weakness will weigh on Vale's performance.
    • Vale has huge debt and its bottom line is expected to continue falling, making it a stock to avoid.
  • A Few Reasons Why Krispy Kreme's Turnaround Will Continue
    Fri, Nov. 21 KKD 2 Comments

    Summary

    • Krispy Kreme is improving customer engagement by re-modeling stores, introducing new items, and offering limited-time menu to improve same-store sales.
    • Krispy Kreme is focusing on the fast-growing market for single-serve pods that could propel its revenue higher in the future.
    • Krispy Kreme's valuation indicates earnings growth, which is another reason why its turnaround can be expected to continue.
  • Constellation Brands' Strategies Indicate That Its Bull Run Will Continue Despite A Weak Outlook
    Wed, Nov. 12 STZ Comment!

    Summary

    • Constellation Brands' focus on improving production and bottling capacity should ensure that its losses due to defective bottle recalls decrease.
    • Constellation Brands has launched new products in the tequila and vodka category, which will allow it to bring more customers into its fold.
    • Constellation's valuation indicates earnings improvements, so it is likely that the stock will continue rising going forward.
  • Ruby Tuesday: Strategic Menu Additions And Focus On Operational Agility Are Catalysts
    Wed, Nov. 12 RT 1 Comment

    Summary

    • Ruby Tuesday's turnaround is in full swing as the company is delivering solid growth in its margins.
    • Ruby will be able to sustain its impressive run as it is expanding its menu, and adding cheaper items, in order to keep customers satisfied.
    • Ruby's focus on inventory management will help it lower input costs, and allow it to sustain its turnaround in the long run.
  • A Few Reasons Why Goldcorp's Drop Looks Like A Buying Opportunity
    Tue, Sep. 30 GG 8 Comments

    Summary

    • Goldcorp stock has dropped a lot in the past one month due to various headwinds, but its long-term prospects are still intact.
    • Goldcorp's focus on cost reduction will allow it to improve its earnings performance in the future.
    • Goldcorp has various projects in the pipeline, which should lead to better production going forward.
    • An increase in gold demand from markets such as Asia bodes well for Goldcorp.
  • Why Flowers Foods Looks Like A Good Bet At Its 52-Week Low
    Tue, Sep. 30 FLO 3 Comments

    Summary

    • Flowers Foods is struggling from short-term issues, but the company's new products and brand reintroductions should help it gain momentum going forward.
    • Flowers is also working on cost-saving initiatives in order to improve its bottom line.
    • Flowers' earnings are expected to grow at an impressive pace going forward, while its valuation is also attractive.
  • Chesapeake Energy: Fundamental Strength And Improving Production Profile Make It A Smart Investment
    Mon, Sep. 29 CHK 2 Comments

    Summary

    • Chesapeake Energy missed earnings estimates the last time, but the company is undertaking efforts to cut costs.
    • Chesapeake's fundamentals are strong, and is earnings are expected to grow at a good pace in the next two years.
    • Chesapeake is expanding its production profile to tap the growing consumption of natural gas.
  • Increasing Auto Sales And Product Focus Can Take Sirius XM To New Highs
    Sun, Sep. 28 SIRI 28 Comments

    Summary

    • Sirius XM is penetrating the new car market at a good pace, which is a sign of better things to come.
    • Sirius XM also stands to benefit from the pre-owned car market, while its connected car strategy will enable it to benefit from new technology in cars.
    • Sirius XM is improving its programming with new content.
  • Mondelez International: A Few Reasons To Avoid This Stock
    Sun, Sep. 28 MDLZ 9 Comments

    Summary

    • Mondelez's price rise has backfired as peers haven't followed suit, leading to weakening of market share.
    • Mondelez is seeing weakness in the emerging markets.
    • Mondelez's valuation signifies that its earnings will be under pressure.
  • Why An Expensive WhiteWave Foods Is Still A Good Investment
    Fri, Sep. 26 WWAV 4 Comments

    Summary

    • WhiteWave Foods trades at an expensive valuation after strong gains this year, but the premium seems justified.
    • WhiteWave Foods will benefit from rising milk prices, while the company's leading position in the almond.
    • WhiteWave's partnership with Dunkin' and its acquisition of So Delicious will make the business better.
    • WhiteWave's earnings are on track to grow at a strong rate going forward, while its forward P/E is low.
  • Is Dean Foods A Value Play Or A Value Trap?
    Fri, Sep. 26 DF 9 Comments

    Summary

    • Dean Foods trades at a pretty cheap valuation, but weakness in the milk market makes it a risky investment.
    • Rising milk prices and consumers giving preference to plant-based alternatives is a worry for Dean Foods.
    • Dean Foods is undertaking strategies to make some improvements, but it doesn't expect the situation to improve any time soon.
    • Dean's valuation indicates that its bottom line will deteriorate further.
  • A Few Reasons Why ConAgra Foods Should Continue Getting Better
    Thu, Sep. 25 CAG 1 Comment

    Summary

    • ConAgra Foods' impressive turnaround strategies should allow it to overcome the challenges that it is facing.
    • ConAgra is improving the performance of its private-label brands by improving packaging and assortment.
    • ConAgra's Ardent Mills venture is a catalyst.
    • ConAgra is cheaper than the industry average on a valuation basis.
  • Why Hormel Foods Is Set To Deliver More Upside
    Wed, Sep. 24 HRL 2 Comments

    Summary

    • Hormel Foods is focusing on advertising, new product introductions, and international growth to grow its business.
    • Hormel will benefit from the acquisition of CytoSport Holdings as it will increase its reach in the protein-rich sports nutrition market.
    • Hormel's fundamentals and valuation are robust, and its earnings are expected to grow in the double digits going forward.
  • Why Cracker Barrel Old Country Store's Turnaround Looks Like A Buying Opportunity
    Wed, Sep. 24 CBRL 4 Comments

    Summary

    • Cracker Barrel Old Country Store's cost-cutting moves will lead to earnings growth in the future.
    • Cracker Barrel's menu innovations and store expansion should attract more customers.
    • Cracker Barrel's cheap valuation makes it a good turnaround pick.
  • International Growth And Improving Consumer Confidence Can Take Skechers To New Highs
    Wed, Sep. 24 SKX 4 Comments

    Summary

    • Skechers' brand strategies and endorsement deals should help it attract more customers.
    • Skechers is expanding its base across different international geographies, and is increasing its store count aggressively to tap these markets.
    • Although Skechers is expensive, the company's expected earnings growth is strong, which means that it can deliver more upside.
  • Why Krispy Kreme Doughnuts Can Make A Comeback
    Mon, Sep. 22 KKD 1 Comment

    Summary

    • Krispy Kreme missed earnings estimates by a wide margin last quarter, but the company's annual forecast looks strong.
    • Krispy Kreme is undertaking a number of moves to make a comeback, including its focus on smaller stores.
    • Krispy Kreme's valuation is attractive, and its earnings are expected to increase at a good pace in the next five years.
  • Keurig Green Mountain: This Impressive Gainer Can Deliver More Upside
    Mon, Sep. 22 GMCR 3 Comments

    Summary

    • Despite mixed third-quarter results, Keurig Green Mountain raised its outlook for the full year, indicating that the company can get better.
    • Keurig is aggressively expanding its ecosystem.
    • Keurig's fundamentals are robust, and its earnings are expected to increase at a good pace.
  • Kroger: Can This Strong Gainer Deliver More Upside?
    Fri, Sep. 19 KR 4 Comments

    Summary

    • Kroger has beaten the market handsomely this year and its results indicate that it is moving in the right direction.
    • Kroger's acquisitions will expand its reach and increase its customer base.
    • Kroger has strong fundamentals.
    • Kroger, however, faces a threat from a resurgent Target.
  • Looking Beyond J.M. Smucker's Disappointing First Quarter
    Wed, Sep. 17 SJM Comment!

    Summary

    • J.M. Smucker disappointed with its first-quarter results and outlook.
    • J.M. Smucker is facing a number of challenges, but it is also focusing on strategies to make a comeback.
    • J.M. Smucker's fundamentals, valuation, and growth strategies look impressive, making it a good long-term pick.
  • A Few Reasons Why The Fresh Market Can Get Better
    Wed, Sep. 17 TFM 3 Comments

    Summary

    • The Fresh Market's recent results show that the company is gradually making a turnaround.
    • The Fresh Market is expanding its footprint in order to attract more customers.
    • The Fresh Market's bottom line is expected to grow at a higher rate going forward than what it has achieved in the past.
  • Why Investors Should Continue Betting On A Turnaround At J.C. Penney
    Fri, Sep. 12 JCP 10 Comments

    Summary

    • J.C. Penney's idea of gaining customers by way of reintroducing popular brands is a smart one.
    • Penney's focus on the omni-channel can help it accelerate its turnaround.
    • Penney is making its operations better by cutting costs and focusing on efficiency, leading to impressive growth in EBITDA.
  • Why Target's Turnaround Should Continue
    Fri, Sep. 12 TGT 2 Comments

    Summary

    • Target's results indicate that it is steadily turning around after the data breach.
    • Target is adopting smart strategies to bring customers back.
    • Target's fundamentals are strong and its earnings are expected to grow going forward.
  • Better Times Lie Ahead For ArcelorMittal
    Wed, Sep. 10 MT Comment!

    Summary

    • ArcelorMittal's focus on expanding capacity to address the steel market's growth should lead to long-term gains.
    • ArcelorMittal should benefit from the improvement in the construction and automotive end markets.
    • ArcelorMittal's estimated bottom line growth is way ahead of the industry average, which indicates that the stock can continue getting better.
  • Why DryShips Looks Ripe For A Turnaround
    Tue, Sep. 9 DRYS 16 Comments

    Summary

    • DryShips looks like a turnaround candidate after its second-quarter results, supported by its decent fundamentals.
    • DryShips is seeing an increase in charter rates and this will aid its recovery.
    • DryShips will also benefit from increasing demand for seaborne transportation as a result of improving economic conditions.
  • A Few Reasons Why Under Armour Can Still Deliver More Upside
    Tue, Sep. 9 UA 2 Comments

    Summary

    • Under Armour's new products with improved technology can help the company get better in the future.
    • Under Armour is focused on diversifying its user base, and it has increased its marketing budget to tap more customers.
    • Under Armour is expensive on a trailing P/E basis, but its earnings are expected to grow at an impressive pace in the future.
  • Why Chico's FAS Looks Like A Good Bet Near Its 52-Week Lows
    Sun, Sep. 7 CHS 1 Comment

    Summary

    • Chico's FAS failed to match up to expectations in the previous quarter, but the company is undertaking moves to improve performance.
    • Chico's expansion in international markets and customer-focused strategies should make it better in the long run.
    • Chico's valuation shows that its earnings are expected to improve in the future.
  • A Few Reasons Why Guess Is A Stock To Avoid
    Sat, Sep. 6 GES 1 Comment

    Summary

    • Guess reported a massive decline in its earnings, and its bottom line is expected to remain under pressure going forward.
    • Guess is seeing weakness across its end markets, and its products are not being received well by customers.
    • Although Guess is aiming at a turnaround, its outlook and valuation indicate that investors should avoid the stock.
  • Why Investors Should Continue Holding Southern Company For The Long Run
    Thu, Sep. 4 SO 10 Comments

    Summary

    • Southern Company has an attractive valuation, impressive growth estimates, and a strong dividend.
    • Southern Company's Plant Ratcliffe project can be a long-term catalyst.
    • Southern's focus on renewable energy is a move in the right direction considering the potential of the solar market.