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Daniel James  

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  • Mattel Shows Signs Of Improvement
    Yesterday, 6:41 AM MAT 5 Comments

    Summary

    • Mattel delivered Q1 results that weren't as bad as analysts had feared.
    • Some of its key brands, including Barbie, are seeing some recovery in terms of sales.
    • However, there is still much to be done before we can speak of an actual turnaround.
  • Getting The Gap Back On Track
    Mon, Apr. 13 GPS Comment!

    Summary

    • The Gap has been facing a sustained slowdown at its namesake brand.
    • The company as a whole was slow to respond to changes in the industry.
    • With Art Peck at the helm, the iconic US apparel retailer seems to have a renewed focus on staying relevant in the digital age.
  • Winding Down GE Capital: Great News For Shareholders
    Sun, Apr. 12 GE 10 Comments

    Summary

    • GE has over the years come to resemble a bank as much as an industrial.
    • After getting burned during the financial crisis, GE has now announced the sale of nearly all of GE Capital's assets in order to focus on its industrial operations.
    • This is likely to benefit the company and its shareholders in a number of ways.
  • Walgreens Boots Alliance Sees Significant Merger Benefits
    Sun, Apr. 12 WBA 1 Comment

    Summary

    • Walgreens Boots Alliance just delivered its first earnings report as a combined company.
    • Although revenue missed the mark, earnings came in well ahead of expectations as merger benefits and synergies padded the bottom line.
    • With a solid outlook, and more synergies to be realized in the next few years, things look good for the pharmacy giant.
  • Pier 1 Imports Is Still Not A Buy
    Fri, Apr. 10 PIR 1 Comment

    Summary

    • After slashing its guidance several times during the fiscal year, Q4 earnings came as a relief to investors.
    • However, the outlook is still not particularly encouraging.
    • Until continued investments start to deliver sustained earnings growth, I see little reason to be bullish on Pier 1 Imports.
  • Intel And Google Sticks Unlikely To Revolutionize Computing
    Fri, Apr. 10 GOOG, INTC, GOOGL 3 Comments

    Summary

    • Intel and Google are looking to shake up the market with USB stick computers.
    • However, due to the limited number of applications in which the concept is actually useful, the products are unlikely to cause much of a revolution in mobile computing.
    • Fortunately, neither company actually needs the product to be a huge success, as their respective core businesses continue to perform adequately.
  • Amazon Web Services May Not Be Profitable
    Tue, Apr. 7 AMZN 10 Comments

    Summary

    • Since its inception, Amazon Web Services has grown to be the world's largest cloud infrastructure provider.
    • Its aggressive approach to pricing and scaling has driven huge revenue growth.
    • However, gaining market share at the expense of margins means AWS might not yet be profitable.
  • AutoNation Sales Outpace The Market
    Tue, Apr. 7 AN Comment!

    Summary

    • After a spectacular run during the economic recovery, the auto industry seems to be returning to a more sustainable rate of sales.
    • March sales were more or less flat, after a good showing in the first two months of the year.
    • AutoNation nevertheless delivered strong sales, outpacing the overall industry.
  • What's With All The J.C. Penney Upgrades?
    Fri, Apr. 3 JCP 27 Comments

    Summary

    • J.C. Penney, the struggling department store chain, has been showing some signs of improvement.
    • This has led to a slew of analyst upgrades.
    • However, optimism surrounding the stock is premature, as sustained profitability is still a long way away.
  • Dangdang: Pricey, But Worth The Money
    Thu, Apr. 2 DANG 8 Comments

    Summary

    • After a rough patch, Chinese e-commerce player Dangdang posted a full year of profitability.
    • Earnings are expected to grow significantly this fiscal year.
    • Although the stock is expensive, growth seems to justify the multiples.
  • Tesla China May Have Already Missed The Boat
    Wed, Apr. 1 TSLA 169 Comments

    Summary

    • Tesla's financial performance has been poor lately, as evidenced in a surprise loss for the most recent quarterly report.
    • China could have represented an incredibly lucrative opportunity for the car maker, but a series of errors have damaged the company's prospects in the region.
    • Tesla desperately needs to get its China operations on track, although it may already be too late.
  • GameStop Should Take A Cue From Best Buy
    Tue, Mar. 31 GME 4 Comments

    Summary

    • GameStop's core business is in decline, faced with increased competition from online retailers as well as new distribution methods.
    • Although the company is trying to diversify away from video games and consoles, selling smartphones and tablets is unlikely to save GameStop from becoming irrelevant.
    • Following Best Buy's example, the company should work on improving its in-store experience and leveraging its considerable expertise in the booming video game industry.
  • More Weakness In Store For Semiconductor Stocks?
    Mon, Mar. 30 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 2 Comments

    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.