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AAPL, ACI, AEP, AGNC, AMT, ANR, ARR, AVP, BBBY, BBY, BCE, BIG, BTU, CAG, CAT, CCI, CELG, CL, CLX, CMCSA, COST, CTL, CVS, CYS, D, DF, DG, DISH, DLTR, DPS, DTV, DUK, EXC, FE, FIVE, FTR, GIS, GPS, GRPN, HBI, HSY, IVR, K, KMB, KO, KR, KRFT, KSS, LB, LO, M, MDLZ, MNST, MO, NLY, ORCL, PEP, PG, PM, PPL, RAD, RAI, RCI, S, SBAC, SFM, SFS, SMRT, SO, SVU, SWY, T, TFM, TGT, TMUS, TU, TWO, VOD, VZ, WBA, WFM, WIN, WLT, WMT, WSM, YUM
  • The Coal Market Will Rebound In The Long Term
    Wed, Apr. 15 ACI, ANR, BTU 17 Comments

    Summary

    • Performance of U.S. coal companies will remain challenged in the near term.
    • The coal market will rebound in the long term as coal demand improves through 2035.
    • Announced supply cuts by coal companies will be realized in upcoming quarters, improving the coal market.
    • Expected increase in natural gas prices will portend well for coal demand.
    • Announcements in upcoming earnings releases related to coal supply, cost cuts and asset sales will impact stock prices.
  • Investments, Long-Term Strategy Earn Williams-Sonoma A Bullish Thesis
    Tue, Apr. 14 WSM Comment!

    Summary

    • Company’s ongoing investments toward increasing product range and brand recognition will fuel sales and cash flow base.
    • Retailing future looks bright due to efforts to generate more sales from well-established online sales channel.
    • Analysts have anticipated a healthy next five-year growth rate of 13% for WSM.
  • Significant Growth Potential Earns Walgreen Boots Alliance A Bullish Thesis
    Tue, Apr. 14 WBA 5 Comments

    Summary

    • Company’s ramped up efforts to generate additional upside from Alliance Boots business will better long-term growth prospects.
    • Aggressive cost cutting plan means leaner cost base will keep WAB’s margins and earnings healthy in years ahead.
    • Analysts have forecasted a healthy next five-year growth rate of 11.5% for WBA.
  • A Tough Near Term Could Give Way To A Bright Long Term For Bed Bath & Beyond
    Tue, Apr. 14 BBBY 1 Comment

    Summary

    • Company’s top-line is growing, albeit slower than the management’s guidance.
    • BBBY has accelerated growth investments to strengthen position in industry and improve financial performance.
    • Growth investments will keep the company’s margin under pressure in the near tem.
    • Analysts have estimated a decent next five-year growth rate of 7% for BBBY.
  • Intelligent Strategies And Future Centric Approach Earn Rite Aid A Bullish Thesis
    Sun, Apr. 12 RAD 17 Comments

    Summary

    • Company has strong growth potential and intelligent strategies lined-up to fuel its future growth.
    • Efforts to improve image as health and wellness service provider will continue to direct customer traffic at stores.
    • RAD’s initiative to get leaner cost base through extended partnership contract with MCK mean bottom-line numbers will remain impressive.
    • Analysts have estimated an impressive next 5-year earnings growth rate of 13% for RAD.
  • Wal-Mart Set To Deliver Strong Performance In The Long Term
    Sun, Apr. 12 WMT 5 Comments

    Summary

    • Company’s recently accelerated growth investments looking to shield competitive position and to generate strong sales in years ahead.
    • Near-term performance might be pressured due to accelerated investment burden.
    • Growth investments will portend well for stock price in long term.
    • WMT’s cash flows will remain healthy to better its cash returns.
  • Avon Products Faces Challenges But Shows Promise; Stock Earns Neutral Thesis
    Wed, Apr. 8 AVP 2 Comments

    Summary

    • The company’s performance in the near term will be pressurized by competitive and economic challenges.
    • The long-term plan focuses on cost savings in favor of investing in growth projects. This strategy will improve the company’s performance in the long term.
    • Analysts have projected a lower earnings growth rate of 6.56% over the next five years.
    • Adverse currency movement will negatively affect the company’s top- and bottom-line numbers.
  • Growth And Attractive Valuations Key Attributes Of Monster
    Wed, Apr. 8 MNST 4 Comments

    Summary

    • MNST working to capitalize on available growth opportunities, which will portend well for future performance.
    • Ongoing product launches in strong categories and efforts to penetrate in key international markets will portend well for future earnings growth.
    • Analysts have projected a healthy next-five year growth rate of 21.25% for MNST.
    • Stock offers cheaper growth as compared to peers, evident from low PEG of 1.7x.
  • Target's Efforts To Secure Long-Term Positive Performance Earn Stock A Bullish Thesis
    Mon, Apr. 6 TGT 10 Comments

    Summary

    • Company’s strategies to generate sales growth and earnings stability make it attractive long-term investment.
    • Safe and sustainable capital return policy a key attraction for the stock.
    • Analysts anticipating healthy next five-year earnings growth rate of 11.18% for TGT.
  • Healthy Future Growth Key Attraction As Gap Inc. Earns Bullish Thesis
    Sun, Apr. 5 GPS Comment!

    Summary

    • Company’s strategic initiatives will help grow sales at decent pace in years ahead.
    • Analysts have anticipated healthy next five-year earnings growth rate of approximately 11% for GPS.
    • Company’s future free cash flow productivity will remain strong to make impressive cash returns to shareholders.
  • Policy Of Sharing Success With Shareholders Earns Dr Pepper Snapple A Bullish Thesis
    Wed, Apr. 1 DPS 2 Comments

    Summary

    • Effective strategic growth initiatives, its cost-cutting plan, and a strong cash return plan will portend well for the company's performance.
    • DPS's cost-cutting plan will positively affect its future bottom-line growth.
    • Analysts are anticipating a healthy next five years' growth rate of 7.0% for DPS.
  • Costco Earns Bullish Thesis Due To Impressive Expected 5-Year Growth Rate
    Wed, Apr. 1 COST 9 Comments

    Summary

    • Company has operational and management expertise to deliver strong financial performance long term.
    • Continuously growing membership base and rapidly expanding store format seem to have positioned COST for long-term growth.
    • Analysts predicting impressive next five-year earnings growth rate of 11.48% for COST.
  • Foreign Currency Movements Remain Main Factor To Influence Top, Bottom-Line Growths
    Tue, Mar. 31 AVP, CL, GIS 1 Comment

    Summary

    • Strengthening of U.S. dollar will weigh on top and bottom-line growths of companies with international market operations.
    • Euro will continue to depreciate against U.S. dollar.
    • Fed’s inclination towards increasing interest rates will strengthen U.S. dollar versus other important currencies.
  • Significant Earnings Growth Await ConAgra As Stock Earns Bullish Thesis
    Tue, Mar. 31 CAG 1 Comment

    Summary

    • Company’s near-term performance could be adversely affected by increased competitive pressure and strong dollar.
    • CAG’s efforts to get a leaner cost base will positively impact its margins.
    • Company will have improved cash flow base in years ahead to make attractive cash returns through dividends and share repurchases.
    • Analysts expecting healthy next five-year earnings growth rate of 7.30% for CAG.
  • Best Buy Is Set To Deliver Solid Performance
    Mon, Mar. 30 BBY 3 Comments

    Summary

    • Gradually growing e-commerce channel and ongoing expansion in key growth generating categories will keep store traffic high and sales growth strong.
    • BBY’s strong sales and effective cost cuts will portend well to grow its profitability margins.
    • Analysts have anticipated a healthy next five-year earnings growth rate of 13.30% for BBY.
  • Met Coal Market Will Make A Turnaround In Long Term, But Early 2015 To Remain Challenging
    Sun, Mar. 29 ACI, ANR, BTU 16 Comments

    Summary

    • Met coal market fundamentals will improve in long term.
    • Supply rationalization by global met coal producers will help remove excess supply from market.
    • Coal will continue to remain important part of global energy portfolio despite tough environmental regulations.
    • Improvement in met coal market fundamentals will positively affect U.S. coal companies’ stock prices in long term.
  • Healthy Earnings Growth Expectations Secure A Bullish Thesis For Dollar General
    Sun, Mar. 29 DG 2 Comments

    Summary

    • Ongoing store expansion plan and efforts to fit in competitive environment through low-priced products will fuel company’s future sales and earnings growth momentum.
    • Improvement in inventory shrink levels will help DG’s margins grow at better pace.
    • DG’s shareholders will continue to enjoy hefty cash returns.
    • Analysts anticipating healthy five-year earnings growth rate of 13.40% for company.
  • Tough Short Term Will Give Way For Coal To Rebound In Long Term
    Thu, Mar. 26 KOL, BTU, ANR 5 Comments

    Summary

    • Coal market conditions have been negatively affected by environmental regulations, global economic slowdown and lower gas prices.
    • Negative impacts will continue to weigh on stock prices of leading U.S. coal companies in near term.
    • Production cuts, expected increase in gas prices and strengthening of Chinese coal imports will portend well for coal markets in long term.
    • Coal will remain an important global energy portfolio component in future.
  • Smart & Final Stores Set For Significant Future Earnings Growth
    Thu, Mar. 26 SFS 1 Comment

    Summary

    • Company’s aggressive store expansion plan, effective product launches in desired categories and correct marketing initiatives will improve competitive position.
    • Aggressive growth expenditure could weigh on margins in near term.
    • Company will continue to deliver healthy growth in the long term.
  • Investors Presented With An Ideal Time To Buy Exelon
    Thu, Mar. 26 EXC 7 Comments

    Summary

    • Stock’s current valuations remain attractive; it is trading at a cheap forward P/E of 13.6x.
    • Increased focus on broadening regulated rate base by acquisitions, investments and sale of competitive assets will improve earnings base.
    • Company’s cash flow base will significantly improve due to recent strategic initiatives.
    • Sustainability of dividend payments will positively affect stock price.
  • Significant Growth Awaits L Brands As It Earns Bullish Thesis
    Wed, Mar. 25 LB 8 Comments

    Summary

    • Company’s attractive growth plan will strengthen its market position among other apparel retail giants.
    • Plan will mean additional upside for LB’s top-line and bottom-line numbers in years ahead.
    • Growth efforts will better company’s free cash flow productivity to support its cash return policy.
    • Analysts have predicted healthy five-year earnings growth rate of 12.23% for LB.
  • Investors Presented With Good Entry Point As Duke Energy Earns Bullish Thesis
    Tue, Mar. 24 DUK 5 Comments

    Summary

    • Ongoing acceleration in the company's capital investment plan means DUK's operational performance will improve.
    • Expansion of regulated operations will provide earnings and cash flow stability.
    • The stock's current valuations remain attractive, and the recent pullback provides a good entry point for investors.
    • Acceleration in earnings momentum will improve the company's free cash flow productivity.
  • Dollar Tree Set To Deliver Higher Future Growth Than Industry Peers
    Tue, Mar. 24 DLTR 1 Comment

    Summary

    • Dollar Tree is expanding its existing store format and also introducing different assortments at its stores.
    • The company is set to deliver better financial performance in coming quarters.
    • Dollar Tree should focus on developing an e-commerce platform to benefit from growing online buyers.
  • Challenges In Some Segments And Long-Term Promise Earn Rogers Communications A Neutral Rating
    Mon, Mar. 23 RCI 2 Comments

    Summary

    • The company’s financial performance remains satisfactory but competitive headwinds in the industry will remain a near-term challenge.
    • RCI is set to deliver better financial results in the long run.
    • The company has the potential to benefit from growing wireless penetration in Canada.
    • The company’s current valuations seem to be attractive in comparison to its peers.
  • PPL Is Set To Deliver Solid Performance As It Earns Bullish Thesis
    Sun, Mar. 22 PPL 16 Comments

    Summary

    • Increased growth investments in regulated operations are expected to drive earnings and dividend growth.
    • Competitive business spinoff is going to give a significant uplift to PPL’s future financial performance.
    • Stock offers appealing dividend yield of 4.60%.
    • Dividend yield remains secure and sustainable due to company’s healthy strategic growth investments.
  • General Mills Earns Bullish Thesis With Its Focus On Rewarding Investors
    Sun, Mar. 22 GIS 6 Comments

    Summary

    • The company’s ongoing product launches, aligned with changing consumer demands, will continue to better financial performance.
    • Active reinvestment of savings into product portfolio enhancement and improvement will improve top-line and bottom-line growths.
    • Cash flows will remain healthy to support the policy of making strong cash returns to shareholders in the years ahead.
    • The stock offers a healthy dividend yield of 3.4%.
  • Healthy Growth A Key Feature As The Fresh Market Looks Towards Bright Future
    Fri, Mar. 20 TFM 4 Comments

    Summary

    • Company’s efforts to expand products and reach a larger customer base are strengthening position in Specialty Food Retailer Industry.
    • Consistently improving supply chain network will continue to lower TFM’s cost base.
    • Analysts have anticipated healthy next five-year growth rate of 16% for TFM.
  • Shareholder-Friendly Policies And Growth Potential Earn Stein Mart A Bullish Thesis
    Thu, Mar. 19 SMRT 1 Comment

    Summary

    • Company actively seeking growth opportunities in online operations and retail store operations.
    • SMRT will see steadily growing sales growth that will get a strong uplift from an expanded retail store network.
    • Online business will act as an important sales contributor in the long run.
    • Company’s cash return policy will continue to favor shareholders.
  • Hanesbrands Inc. Solidifies Credentials As Long-Term Growth Stock
    Wed, Mar. 18 HBI 10 Comments

    Summary

    • Healthy strategic acquisitions and innovative product launches have strongly positioned the company to earn better future financial growth.
    • HBI’s cash flows will remain strong, which will allow the company to increase dividends.
    • Stock offers potential price appreciation of 6.5%, based on my price target.
  • Whole Foods Earns Bullish Thesis As It Moves Ahead With Right Approach
    Wed, Mar. 18 WFM 5 Comments

    Summary

    • Company’s strategic growth initiatives will attract more customer traffic to stores by strengthening position as organic product retailer.
    • WFM will continue to witness better store traffic and will record healthy sales gains in years ahead.
    • Effective cost management will strengthens bottom-line stability and growth.
  • Significant Future Earnings Growth Expected As Big Lots Cements Bullish Credentials
    Wed, Mar. 18 BIG Comment!

    Summary

    • E-commerce business will help BIG improve competitive position in discount retail market and generate better sales in long run.
    • Company’s cash flows will remain healthy to support its attractive cash return policy.
    • Analysts are expecting a healthy next five-year earnings growth of 13.45% for BIG.
  • A Tough Near Term Will Give Way To A Promising Long Term For Five Below
    Thu, Mar. 12 FIVE 5 Comments

    Summary

    • Company has strategic growth formula to fight competitive pressure and improve financial performance in long term.
    • Initiative to constantly grow store network in existing and new territories will generate strong revenues by driving more customer traffic to stores.
    • Plans to strengthen business operations and e-commerce channels will add towards top-line and bottom-line numbers.