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Daniel James  

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  • More Weakness In Store For Semiconductor Stocks?
    Yesterday, 8:49 AM INTL, SNDK, TSM 1 Comment

    Summary

    • After a great year in 2014, things have been heading south for semiconductor stocks last week.
    • A weak dollar is partly to blame, although lower revenue projections are the probably the main culprit.
    • Until these lower estimates are priced in, there may be more weakness in store for the industry.
  • Red Hat Becoming A Serious Cloud Contender, But Shares Look Pricey
    Fri, Mar. 27 RHT 1 Comment

    Summary

    • Red Hat beat on the top and bottom line for its most recent report, as subscription revenue showed a healthy increase despite currency headwinds.
    • With more and more large companies choosing OpenStack for their cloud computing needs, Red Hat should continue to experience solid growth.
    • However, the high valuation leaves room for downside on any negative surprises.
  • Sonic: The Best Of The Bunch?
    Thu, Mar. 26 SONC 3 Comments

    Summary

    • In contrast to many of its competitors, Sonic is delivering excellent growth figures across the board.
    • New ordering technologies should continue to fuel higher traffic and sales.
    • Although the stock is pricey, it seems to be worth the money.
  • Macau: The Time Of Easy Money Is Over
    Thu, Mar. 26 LVS, WYNN 6 Comments

    Summary

    • After a long period of explosive growth, Macau's gambling revenue is dwindling.
    • Several factors are contributing to this, including a government crackdown on corruption and a new smoking ban.
    • U.S. casino operators active in the area are likely to see more downside in the near future.
  • Tiffany Suffers From A Strong Dollar
    Tue, Mar. 24 TIF Comment!

    Summary

    • Despite a strong showing from most retailers over the holiday season, Tiffany delivered uninspiring results.
    • This is mostly due to the rapid appreciation of the dollar over the last few months.
    • Excluding these negative currency effects, the underlying growth looks fairly solid.
  • Ctrip Is Worth The Premium
    Mon, Mar. 23 CTRP 2 Comments

    Summary

    • Online travel agencies have been booming over the last few years.
    • China especially offers lucrative opportunities, which Ctrip is cashing in on.
    • Despite lower profit as a result of investments, the company's growth and especially future growth prospects seem to more than justify its multiples.
  • Darden Delivers Again On Turnaround Story
    Mon, Mar. 23 DRI 2 Comments

    Summary

    • After a period of poor growth, Darden Restaurants embarked on a turnaround mission.
    • Partly as a result of pressure from activist investor Starboard Value, comps are looking good at its flagship Olive Garden brand for the second consecutive quarter.
    • With its other brands also performing well, things are tangibly looking up for Darden.
  • What To Make Of Oracle After Earnings
    Thu, Mar. 19 ORCL 13 Comments

    Summary

    • After a period of sluggish growth, Oracle is transforming itself into a diversified IT service company.
    • In the latest report, the growth figures in cloud computing were encouraging, showing significant progress toward this goal.
    • However, with tough competition in the space, time will tell whether the company will be able to keep up this impressive performance.
  • Hibbett Sports Fails To Close Higher On Earnings Beat, Providing Opportunities
    Wed, Mar. 18 HIBB 1 Comment

    Summary

    • Hibbett Sports delivered an excellent quarterly report, showing strong earnings and revenue growth.
    • After an initial pop following the release, shares ended down some 2.5% on the day.
    • As such, bullish investors may consider this unusual market reaction an entry point.
  • Barnes & Noble Just Can't Compete With Kindle
    Fri, Mar. 13 BKS 2 Comments

    Summary

    • Barnes & Noble is in trouble, as its struggling Nook division posted another steep decline in sales.
    • There were some bright spots in the report however, including an encouraging core retail comp figure.
    • With the spin-off of its college division set to close in August, this new stock may prove to be the more appealing option.
  • Urban Outfitters Looks Trendy Again
    Thu, Mar. 12 URBN Comment!

    Summary

    • Urban Outfitters had a rough year, struggling with steep declines in comp store sales at its flagship brand.
    • Largely, this was attributed to the shift towards a younger consumer group.
    • With a renewed focus on college and post-college consumers, results seem to be stabilizing.
  • Foot Locker Sprints Past Estimates
    Thu, Mar. 12 FL Comment!

    Summary

    • In recent years, consumers have increasingly made the shift towards buying more casual and athletic footwear.
    • Foot Locker is well positioned to cash in on this trend due its large market share.
    • Increasing demand for this kind of footwear is clearly visible in the company's results, and this growth is expected to continue.
  • Kroger Once Again Brings Home The Bacon
    Mon, Mar. 9 KR Comment!

    Summary

    • Kroger is easily outpacing its rivals in the supermarket space.
    • An enhanced offering of organic products as well as a consistent level of customer service is sustaining store traffic.
    • With such high key growth metrics, Kroger easily looks like the best pick of the bunch in the grocery store space.
  • Best Buy Is Back In Business
    Fri, Mar. 6 BBY 1 Comment

    Summary

    • Best Buy continues to emerge as one of the great turnaround stories of the decade.
    • Q4 earnings effectively silenced critics, showing impressive earnings growth.
    • With continuing cost cutting programs and capital investments, Best Buy looks ready for the future.
  • Palo Alto Revenue Soars On Growing Cybersecurity Threat
    Wed, Mar. 4 PANW 2 Comments

    Summary

    • Demand for Internet security solutions is soaring as cyber attacks are becoming more frequent and more sophisticated.
    • Palo Alto is very well positioned in the industry and has been delivering consistently impressive revenue growth.
    • There are as of yet no signs of slowing demand, which should provide more upside during 2015.
  • Monster Beverage Crushes Estimates As Demand Continues To Grow
    Wed, Mar. 4 MNST 2 Comments

    Summary

    • While soft drink sales have been waning, energy drinks are still seeing strong demand.
    • Monster Beverage is growing its market share, fuelling impressive top and bottom line growth.
    • With the Coca-Cola deal set to close in Q2, there is little stopping Monster from gobbling up even more market share.
  • Is SodaStream Losing Its Fizz?
    Mon, Mar. 2 SODA 18 Comments

    Summary

    • SodaStream stock has been volatile over the last few years, as results have been inconsistent.
    • Q4 earnings were a disappointment, as a slowdown in the US especially weighed on sales.
    • Although the company is in a process of rebranding itself to cater to a more health-conscious audience, it remains to be seen how new products will be received.
  • Texas Roadhouse Continues Its Winning Streak
    Fri, Feb. 27 TXRH 3 Comments

    Summary

    • Texas Roadhouse is easily outpacing most of its casual dining competitors.
    • With comp restaurant sales figures rising consistently, top and bottom line growth is largely exceeding expectations.
    • Although the stock is a bit pricey, the stock looks like it has more room to run.
  • T-Mobile U.S. Flexes Its Muscles
    Mon, Feb. 23 TMUS 2 Comments

    Summary

    • The US wireless telecom industry has been locked in a price war for the last few years.
    • As the instigator, T-Mobile US has managed to significantly increase its market share.
    • Although some worried about the company's ability to monetize on this growth, Q4 earnings showed the company is making strides towards sustainable profit growth.
  • Deere Earnings Paint Gloomy Picture Of U.S. Farming
    Mon, Feb. 23 DE 1 Comment

    Summary

    • US agriculture is in a bit of a swoon as lower crop prices and higher operating expenses are eating into farm income.
    • Deere is feeling the pinch as farmers left with less money to spend on machinery.
    • With a rather grim outlook for 2015, it seems unlikely that Deere will grow the bottom line this year.
  • Priceline's Mixed Bag Earnings Appease Investors
    Sun, Feb. 22 PCLN 4 Comments

    Summary

    • Priceline delivered a solid Q4 report to cap off the year.
    • Gross bookings continue to increase at a good clip, and new acquisitions should propel further top and bottom line growth.
    • Although the guidance was somewhat conservative, the company should be looking forward to a great year.
  • Fossil Looking Dated As Grim Outlook Crushes Shares
    Thu, Feb. 19 FOSL 6 Comments

    Summary

    • Fossil seems to be underperforming the overall fashion accessory industry.
    • Q4 earnings were a disappointment, and the outlook for 2015 is so far looking even worse.
    • Until the company regains sales momentum, perhaps through a recent partnership with Kate Spade, it might be best to stay away.
  • Heineken's Premium Beer Portfolio Outperforms The Market
    Wed, Feb. 18 HEINY 1 Comment

    Summary

    • A shift towards premium beers has been evident in recent years.
    • Heineken's premium beer offerings are seeing strong demand, with sales outpacing the industry.
    • Although there are some lingering issues in Nigeria and Russia especially, the outlook for 2015 is solid.
  • Cisco Looking To Dominate Global IT Infrastructure
    Tue, Feb. 17 CSCO 5 Comments

    Summary

    • For the last three years, Cisco has been engaged in a process of expansion and reorganization.
    • Q2 earnings proved conclusively that investments in software and new technologies are paying off.
    • With a strong competitive edge in the IT infrastructure space, cloud computing and big data especially, Cisco looks very well positioned to profit from the "Internet of Everything."
  • Whole Foods Market Delivers The Goods
    Sun, Feb. 15 WFM 12 Comments

    Summary

    • For the last few years, Whole Foods has been struggling as competition intensified.
    • With a focus on refreshing its image and price cuts, things are improving.
    • If the company's expansion plans work out as expected, Whole Foods should regain its dominance in the space.
  • Time To Bail On Pier 1 Imports?
    Thu, Feb. 12 PIR Comment!

    Summary

    • Pier 1 Imports once again lowered its guidance for the fiscal year.
    • The expectations are now getting fairly grim.
    • With a poor history of earnings surprises, it might be best to stay away from this one for now.
  • Twitter: Never Mind User Growth, Focus On Monetization
    Wed, Feb. 11 TWTR 8 Comments

    Summary

    • Many analysts have focused on Twitter's sluggish MAU growth for the latest quarter.
    • However, the company has been doing an incredible job increasing monetization per user.
    • Even with this slow user growth, the company might be looking forward to GAAP profitability quite soon.
  • Under Armor: Is Valuation A Concern?
    Sun, Feb. 8 UA 17 Comments

    Summary

    • Under Armor is easily outpacing the sports apparel industry, delivering huge earnings and revenue growth.
    • It is also getting into online fitness apps in a big way, which should allow it to more effectively target consumers.
    • However, the valuation is very high, which leaves room for a correction should growth start to dry up.
  • Whirlpool Looks Like A Buy After Earnings
    Fri, Feb. 6 WHR Comment!

    Summary

    • An improving economy and strength in the housing market is boosting appliance sales.
    • Whirlpool, one of the major players in the industry, is benefiting from recent acquisitions and strong demand.
    • With a low forward valuation, the stock looks excellent for 2015.
  • UPS Earnings Paint A Pretty Picture Of The Global Economy
    Thu, Feb. 5 UPS 2 Comments

    Summary

    • Investments in holiday season infrastructure led to a steep drop in Q4 profit.
    • Still, shipment growth remains strong across the board.
    • This paints an upbeat picture of the global economy, the company furthermore holding onto its long term earnings growth targets.
  • Colorful Earnings From 1-800-FLOWERS
    Wed, Feb. 4 FLWS 2 Comments

    Summary

    • 1-800-FLOWERS' results have received a serious boost from its acquisition of Harry & David.
    • Its own brands are also seeing consistent growth.
    • Combined with a reasonable valuation, investors may be looking forward to more upside.
  • Consider Logitech As A Value Play
    Tue, Feb. 3 LOGI Comment!

    Summary

    • Logitech has been a consistent performer lately and has a strong history of beating earnings.
    • Moreover, valuations are reasonable considering this growth.
    • As such, the stock looks like it offers good value in a pricey tech sector.