The New York Times Delivers Strong Results

The New York Times (NYT) has had a strong quarter, surpassing estimates on the top and bottom lines. In the first quarter, we saw increases in revenue and overall profitability and the company continued solid growth in its digital subscription business. The strong...

Netflix: What Is Going On Here?

Netflix (NASDAQ:NFLX) is jumpinh in After hours trading after posting Q1 subscriber numbers above estimates. Here is what you really need to know about the quarter. The company reported 1.96M domestic streaming additions vs. 1.48M consensus and guidance for 1.45M...

Thoughts On Bed Bath And Beyond Here

If you have not seen, Bed Bath and Beyond just delivered an earnings BEAT, on both the top line, and the bottom line. The dividend has also been hiked. However, guidance was weak, and shares are now tanking: We want to offer a few key thoughts here. They had 700...

Nike About To Rally After Down Day

After a down day, Nike (NYSE:NKE) is up 2.5% after hours following fiscal Q3 earnings where it took a loss due to a large tax expense it took after new legislation, but saw revenues grow with worldwide gains. Overall revenues rose 6.6%; Revenues for Nike brand rose 4%...

American Midstream Partners: Critical Updates

American Midstream Partners (AMID) is a strong growth-focused master limited partnership. It is specifically involved in gathering, treating, processing, fractionating, and transporting natural gas, oil, and condensate to link producers and suppliers to diverse...

Plug Power: Sales Matter Here!

Plug Power’s (PLUG) stock has hung on to hope given the expectations for improving revenues, but profits have eluded the name. Let us begin with shipments. They were up year-over-year. The company shipped a total of 1,357 GenDrive units, up from 1,204 a year...

Everybody Gonna Party City Like Its 2018

Party City (PRTY) is a growing name that we think is well positioned for growth in the next year or two. This company offers products that people can use for all sorts of occasions. It is a niche play, and it is a successful operation. Of course, this type of company...

El Pollo Loco: Grave Concerns

El Pollo Loco (LOCO) is the nation’s leading fast food fire-grilled chicken restaurant chain. This of course translates to “the crazy chicken.” We love the name, but the stock, not so much. It features southwestern style recipes, which often incorporated...

Analyzing Signet Jewelers

Signet Jewelers (SIG) is the largest specialty jewelry retailer in the U.S., Canada, and U.K. Signet owns Kay (the top jeweler in the U.S), Jared, Zale, fast-growing online brand JamesAllen.com, as well as the #1 and #2 brands in the U.K. Signet focuses on the $40...

Possible Swing Trade Alert: DICKS Sporting Goods Stock

DICKS Sporting Goods (DKS) has just reported earnings and we are seeing a potential mispriced situation brewing. We think the action is profit taking after running up back in November when we got behind the name as a strong value play. Here is why we are seeing the...

Madrigal Pharmaceuticals: What Is Going On?

Madrigal Pharmaceuticals (MDGL) had an incredibly very productive 2017, what is more, 2018 looks to be equally transforming. The stock has reacted in kind, moving from the mid-teens to $150 in a few months. However, it looks like the Street is using any, and we mean...

Tilly’s: What To Do Now

Tillys (TLYS) is a leading specialty retailer of casual apparel, footwear and accessories for young men, young women, boys and girls with an extensive assortment of iconic global, emerging, and proprietary brands rooted in an active and social lifestyle. We have seen...

Qudian Stock Is Soaring: Our Analysis

Qudian Inc. (NYSE:QD) is a leading provider of online small consumer credit products in China. Today, the stock is moving much higher on the back of strong earnings news. We like that this company is data-centric. Qudian uses big data-enabled technologies, such as...

Zosano Pharma: What Happened?

We recently covered the rally in Zosano Pharma Corporation (NASDAQ:ZSAN). As you know, this is a clinical-stage biopharmaceutical company focused on providing rapid systemic administration of therapeutics to patients using its proprietary Adhesive Dermally-Applied...

What Is Going On With CRISPR Therapeutics?

CRISPR Thereapeutics (CRSP) stock is flying today. In this column, we discuss who this company is and why the stock is flying. More specifically, we hone in on performance of the name and recent key developments to be aware of. Company overview CRISPR Therapeutics is...

What Happened Kroger?

Kroger (KR) has been getting absolutely slammed today following earnings. In this column we present the main results which you need to know then offer our thoughts. The stock is getting killed as performance was not up to snuff. Let us briefly review the results of...

Why Is Meet Group Stock Tanking?

The Meet Group (MEET) has just reported earnings and shares are getting smashed. In this column we present the highlights and offer commentary on WHY things are so dire. Meet Group’s Fourth Quarter 2017 Financial Highlights Total revenue of $40.1 million, up 37%...

Ascena Retail Is Dead Money

When we initiated coverage on Ascena Retail Group (NASDAQ:ASNA) we told you plainly that the stock was to be avoided. We have been watching the name for over a year but are of the opinion that despite the company actually having an impressive portfolio as a leading...

Has Monster Beverage Lost Its Roar?

The advertising and promotional machine at Monster Beverage (MNST ) is borderline genius, as the company is also moving heavily into the extreme sports space as the dominant sponsor/advertiser. With the investment from Coca-Cola (KO) that beverage company has morphed...

YY Results: Our Take

YY (YY) has just reported earnings. YY stock will likely get a positive boost off of these earnings as well believe they came in afead of expectations. In this article we cover the results you should be aware of. Net revenues increased by 46.0% to RMB3,626.5 million...

Square: What’s Going On?

Square (SQ) stock is in major rally mode. In this column we discuss what we see as metrics driving the bullishness. The expectations for the future of the company are bright. Square accelerated top-line growth at significant scale in the fourth quarter of 2017. Total...

Why Foot Locker Stock Is Getting Smashed

Foot Locker (NYSE:FL) is getting slammed after its recently reported earnings. We are compelled to respond today because we are of the opinion that the results are not as dire as the selling would imply, and expectations for a strong second half of 2018 are being...

Denny’s Stock: Too Pricey?

Denny’s (DENN) is one of our favorite places to eat with the kids on a weekend morning, or after a long night out with friends. This is a diner-style restaurant, featuring a relatively low-cost menu which features breakfast all day. While the performance of the stock...

AMC Networks: What Is Going On Here?

We have closely been following AMC Networks (AMCX) for some time. The stock has suffered over the last 52-weeks, and is currently down 25.1% from the highest levels seen during the period: (Click on image to enlarge) Source: Yahoo Finance In this column, we check back...

Macy’s: Is It Turning Around?

Macy’s (M) is a company that we have been following for several years. We have watched as this one great retail darling has fallen from grace, as sales and earnings have fallen dramatically in the last five years. With the ever-changing consumer, Macy’s was slow to...
Southwestern Energy: Accumulate

Southwestern Energy: Accumulate

The Quad7Capital Bad Beat Investing portfolio has purchased Southwestern Energy at $4.05, $3.60 and $3.50. We are monitoring the situation very closely as we hold a position. In this column, we take a dive into the company and check on recent performance and valuation...
Frontier Communications: Abandon Ship

Frontier Communications: Abandon Ship

Frontier Communications Corporation (NASDAQ:FTR) just reported Q4 earnings and while the quarter better than we expected in some regards, the stock is taking another absolute beating, mostly because the dividend has gone the way of the dinosaurs. While we hate to see...

Workday Earnings Results

Workday (WDAY) has just reported its much anticipated results. We have the highlight of the report. The name should trade with a lot of volatility following these numbers. Total revenues were $582.5 million, an increase of 32.5% from the fourth quarter of fiscal 2017....
DryShips Earnings Report: Highlights

DryShips Earnings Report: Highlights

The DryShips earnings report has landed. DryShips (DRYS) is a controversial name that we once famously quipped “you will never see your money again“. We felt this way because it had announced yet another in a long line of reverse splits, and continued...

AutoZone: We Had High Hopes

You may recall that we had high hopes for AutoZone, and projected a great fourth quarter because winter was looking like it was going to be incredibly harsh. Well, as it turns out, our call for the weather was correct, but performance was lack luster. In this column...
FitBit Stock: Implosion Addressed

FitBit Stock: Implosion Addressed

Fitbit stock is cratering. Fitbit (FIT) delivered an all-around miss and 2018 outlook that fell well below expectations, and such FitBit stock is plummeting. Revenues of $571 million landed $18 million short of consensus, while adjusted net loss per share of -$0.02...

Macy’s: Why Sales Rose

Macys (MYSE:M) has just reported earnings and the stock is rallying hard. That said, the company seems like it may now finally be turning the corner, but it is not out of the woods yet. In the present column, we discuss the performance of the name, homing in on sales....

GM Stock: Short-Term Sales Pain For Long-Term Gain

General Motors Co. (NYSE:GM) is out with a much-anticipated earnings report. Let us turn to the results. Sales were down in Q4 versus last year, thanks to planned production declines and divestitures: Source: SEC filings As you can see, revenues are volatile and...

Windstream: New Beginnings

When we discussed the death of Windstream Holdings, Inc. (WIN), we laid out our major concerns which included declines in nearly all business segments, mounting earnings losses, and major debt problems. We wanted you to avoid the name. Today we were asked about our...

Campbell Soup Revenue Problems

  In our opinion the sales performance of Campbell Soup (CPB) does not justify the present level of pricing, and that is why we called for profit taking at $60. Now that shares are down 25%, we think the time is right to upgrade to a hold. Still, sales have been...

Kraft Heinz: Will Sales Suffer?

We were asked by a reader about our current thoughts on Kraft Heinz (KHC) with it sitting just above a 52-week low. We felt this was an opportune time to check back in on the performance of the name, especially since the company recently reported earnings. Although...

Roku: What Happened?

Roku (ROKU) is a stock that many have considered grossly overvalued. Today shares are getting smacked hard following a less than enthusiastic earnings report. In this column we discuss the key metrics that you need to be aware of, as well as our take on the stock...
Walmart: What Now

Walmart: What Now

Shares of WalMart (WMT) are cratering hard. In fact, the stock has dropped 10 points at the time of this writing to $95. In this column we discuss the reasons for the strong selloff and what we think you should do now. Why the selloff? This selloff comes after the...

Waste Management: Opportunity?

Waste Management (WM) has been on our radar for all of 2017 and the first part of 2018. Looking at the full year, 2017 was exceptional for Waste Management as the company continued to focus on improving core price, adding profitable volume in a disciplined manner, and...

Kimco: What to do

Kimco (KIM) is a dividend paying stock that we have been following for some time. Like most other REITs exposed to the retail sector, Kimco’s stock performance in 2017 was poor, and the poor performance has continued in 2018. The stock was recently below $14,...

Barrick Gold: What Now?

Barrick Gold (ABX) has just reported a much anticipated quarter. In this column we review the highlights of the company’s performance, its strategic framework, as well as 2018 projections. 2017 key results In 2017, Barrick generated operating cash flow of $2.07...

Fossil: Wow

Fossil (NASDAQ:FOSL) reported comparable sales rose 2% in Q4 to sail the past the consensus estimate for a 6% drop. The magnitude of the sales beat isn’t seen often for a company the size of Fossil. Positive comparable sales growth in the watch category helped...

Travelers: What To Do

Travelers Cos. Inc. (NYSE:TRV) stock is in rally mode following its just-reported earnings. What is interesting is that this rally comes despite our expectation of a massive hit from catastrophe losses stemming from the brutal California wildfires that raged on...

Facebook Delivers, Or Does It?

Facebook (FB) has just reported a highly anticipated quarter. The company beat on both the top and bottom lines, but the Street is initially selling the news after hours. Below we have the numbers to be aware of: Fourth Quarter and Full Year 2017 Financial Highlights...

SiriusXM Has Done It

  SiriusXM (SIRI) has just reported a much anticipated quarter.  This has been a big month. Recall it announced an eye-catching stock buyback considering the $26 billion market cap for the stock. The question, though, is whether the company offers an appealing...

Align Technology Has Delivered

Align Technology, Inc. (ALGN) today reported financial results for the fourth quarter and year ended December 31, 2017. We believe that the quarter was strong, and that shareholders will be rewarded with a nice gain after hours and during tomorrow’s trading...

Shutterfly Has Done It

Shutterfly, Inc. (SFLY), the leading online retailer and manufacturer of high-quality personalized products and services, today announced financial results for the fourth quarter and full year ended December 31, 2017. Let us say, we think it was a great quarter with a...

Juniper Reports

Juniper Networks (JNPR), an industry leader in automated, scalable and secure networks, has just reported earnings. Below we have the numbers: tResults for the three months and twelve months ended December 31, 2017 were give and it and provided its outlook for the...