JD.com Will Soar: Here’s Why

JD.com (JD) is set to soar on the back of two key pieces of news. First, Singles Day sales were strong. Second, the company crushed earnings expectations. Let us discuss: Singles Day Singles Day has quickly become a major sales holiday in China. JD.com’s sales...

Frontier Communications Dividend At Major Risk

We told you to get out after shares spiked following Q2 earnings. After another 25% decline, you have lost another 50%. What we said back in fall 2016 remains true today. The loss of customers is simply and absolutely unsustainable. Let us discuss: Revenues Frontier...

Two Harbors And The Massive Discount

In this column, we review critical metrics associated with the name, and assess whether TWO’s recently raised dividend back to $0.26 is being covered. Further, we will discuss our take on the stock at present levels. The key metrics which you should examine for...

Nvidia: Our Take

Nvidia (NVDA) has just reported earrnings. Our take? Very bullish results indeed. In this column we discuss the results and what happened. Nvidia reported October FQ3 results of $2.64 billion and $1.33, above expectations for $2.36 billion and $0.94 that were based on...

Planet Fitness: Explosive Growth Ahead

Planet Fitness (NYSE:PLNT) has reported earnings and they have caught our attention as the stock has exploded higher, confirming our thesis of substantial five-year growth that we predicted for the company. We have had a buy rating on the name since the $17 mark. Here...

Omeros Stock To Fly After Earnings

The much anticipated Omeros (OMER) earnings report was just released. Our initial reaction is pretty bullish and we suspect a short squeeze will ensue. The name beat on the top and bottom line and the outlook is rather positive.  We are bullish on the name moving...

Disney Earnings: Our Reaction

Disney (NYSE:DIS) has just reported its long awaited Q3 Earnings. We have to be honest…they missed our expectations pretty badly. The stock is down about $5 a share right now after hours. Operating income for most of Disney’s businesses declined year over...

Making Sense Of Macy’s Earnings

Macy’s (M) reported earnings today and retail is moving. Keep in mind this volatility will continue with retail name J.C. Penney (JCP) islated to report on Friday, so we could see some significant volatility in the retail sector not only later on this week, but early...

Visa Stock Is Where We Want To Be

Visa stock (V) has had an incredible run. Visa was out with earnings recently and the Street is pushing the stock to new all-time highs. This is because the Street has been baking into the stock prices ongoing beats against consensus estimates, with its multiple...
Starbucks Future In Jeopardy

Starbucks Future In Jeopardy

Love it or hate it, Starbucks (NASDAQ:SBUX) is in trouble. In this investigative analysis we look into the deep fundamentals of the company to discuss what is and isn’t working, and the problem of stores self cannabilizing each other. It’s a true...

Pandora Stock Craters: Our Take

Pandora stock is cratering! That is what all the headlines are saying, and they are all pretty honest. The truth is that Pandora stock actually fell and has ha ed pressure heading into the report after the company said it would stop operations in 2 of the 3 countries...

Starbucks Earnings: What Was That?

Well Starbucks (SBUX) has just reported earnings and the results have led to strong after hours sellling. While overall Starbucks reported another quarter of strong performance it is disappointing. Despite each of Starbucks business segments around the world...

What The Hell Is Going On With Impinj?

Impinj stock (PI) is getting hammered. No one is really buying the Impinj stock because of current projections for earnings and revenues. It’s been made worse by today’s results. Before discussing them, let’s note that Impinj stock is expected to...

What is going on with Juno stock?

Juno Therapeutics (JUNO) is off to the races today. Juno stock is up 16% currently and looking to move higher. But why is Juno stock rallying like this? Well we are bullish on Juno stock following its just reported earnings. There are several key strengths to be aware...

Frontier Communications Crashes: Why?

Frontier Communications Corporation (NASDAQ:FTR) just reported its Q3 earnings and while the quarter was not as bad as we expected, the stock is taking another absolute beating. While we hate to see anyone lose money, we have been warning you for over a year to stay...

Will Tesla Stock Crash?

Seems like no matter what happens, Tesla (NASDAQ:TSLA) bounces back. Despite losing so much money, the hope for the future keeps the buying alive. However, we see some downside pressure ahead for the rest of the week in the stock. Will Tesla stock crash? Our models...

Teva Pharmaceuticals Earnings Report And Our Reaction

Teva Pharmaceutical Industries Ltd. (NYSE: TEVA, TASE:TEVA) today reported results for the quarter ended September 30, 2017. Our reaction? It could have been worse, much worse. While earnings misses expectations, we felt there were some reasons to be positive,...

Reacting to Qualcomm earnings

Qualcomm (QCOM) is out with its much anticipated quarterly report. We had concerns over the Qualcomm earnings, especially after all of the back and forth with Apple (AAPL). That said, Qualcomm delivered against our expectations. We were looking for sales of $5.78...

Our Reaction To Facebook Earnings

Facebook (FB) has just reported earnings. This was a much anticipated report from the social media giant. We offer our initial reactions to the Facebook earnings in this column. First, sales surpassed our expectafions in this Q3 Facebook earnings report handily. They...

More on The Under Armour Devastation

Under Armour (UAA) (UA) has just reported its third quarter earnings and shares are getting absolutely decimated on the news. In this column, we will offer our thoughts on the trends we are seeing and offer projections looking forward. We also discuss our hold rating...

Allergan Earnings: Our Thoughts

Allergan (AGN) has just reported earnings. Could shares be on the cusp of a significant breakdown? Shares have plummeted since news broke that a Texas district court ruled the company’s patent for Restasis invalid. Shares of the stock have fallen sharply by...

US Steel Stock: Why The Buying?

Man oh man. After AK Steel (AKS) reported earnings and promptly tumbled 22% everyone assumed the worst for US Steel stock (X), which was scheduled to report earnings after the close yesterday, and U.S. Steel closed down 4.3%  yesterday as a result. But that worry was...

3D Systems Stock Implodes: Our Thoughts

3D Systems has just (NYSE:DDD) posted its third-quarter results of fiscal 2017, missing expectations by a significant margin. We offer our thoughts and reactions to this significant miss and implosion of the stock. You see, a major problem with paying pie in the sky...

Envision HealthCare Stock Crashes: Our Take

Did you see it coming? We were concerned, but this news has us on edge. Envision Healthcare Corporation (NYSE:EVHC) issued its quarterly earnings results on Tuesday after the bell closed and Envision Healthcare stock is crashing. Why is Envision Healthcare stock...

MasterCard Stock: Is the Growth Over?

MasterCard (NYSE:MA) is out with earnings this morning and the Street is barely reacting. MasterCard stock is holding its own, down touch. This is because the Street has essentially baked into share prices continued beats against consensus estimates, with its multiple...

Boeing: Its Not Trash Your Expectations Are

Boeing (BA) just reported earnings and the Street reacted by selling the news. Shares are about 7 points off their highs. Other than the massive run that the stock has seen, perhaps leading to profit taking, we do not believe the selling was warranted. When we last...

Shopify Stock Crushed: Is It Manipulation?

Shopify (SHOP) stock is getting crushed today despite absolutely dazzling growth. Much of this comes from the pressure from Citron about operations and prospects, but management has said the claims are “preposterous”. Still, the question remains, and the...
Under Armour Decimated: Our Take

Under Armour Decimated: Our Take

Is it over for Under Armour? It is not going to be easy to answer that question, as Under Armour (NYSE:UAA), at first, established itself as an underdog sports apparel company, main competitive advantage of which is its brand value. Unlike Nike (NYSE:NKE) or Adidas...
Chevron: What Happened?

Chevron: What Happened?

Swing and miss. Chevron Corp (CVX) reported a lower-than-expected quarterly profit on Friday as U.S. production slipped, offsetting a rise in oil and natural gas prices. The stock is suffering a bit in response to the report. Shares of the oil company fell 1.2 percent...
Coca-Cola: Everything is Changing

Coca-Cola: Everything is Changing

Coca-Cola (NYSE:KO) is at new highs here but we have to tell you that the company is not the same as it has been. Things have changed substantially. Let us discuss. Sales While sales had been falling in recent years coming into 2017, there are reasons for you to be...
Philip Morris Stock: Major Changes Upon Us

Philip Morris Stock: Major Changes Upon Us

Philip Morris International (NYSE:PM) has just announced its earnings, and shares have been pulling back following the news. In our highly controversial article, we discussed how PM might by Altria (NYSE:MO).  While this remains to be seen, we have to assess the...
AT&T Selloff: Here’s What You Need To Know

AT&T Selloff: Here’s What You Need To Know

AT&T (T) is selling off, big time, again this is because it has just reported earnings. Twitter is on fire, the chatter in the forums is heating up, and our inbox is filling. There is confusion. There are questions. Many fear the stock will get slammed further....
What to Make of 3M

What to Make of 3M

3M company (MMM) has just delivered its earnings report. In the present column we offer up our reaction as well as the key statistics to be aware of. In short, the quarter was incredibly strong and we are bullish. The results were better than expected and the guidance...
Hasbro Murdered: Our Response

Hasbro Murdered: Our Response

Hasbro (NASDAQ:HAS) has just reported earnings and while it appeared to be a strong quarter the Street has grave concerns over weaker than expected guidance. We believe that Hasbro is still the top play in the toy space and that company is entering the back half of a...
Halliburton Earnings: Our Reaction

Halliburton Earnings: Our Reaction

Halliburton (NYSE:HAL) has just reported earnings and they strong when taken as a whole. Halliburton earnings have been decent of late although expectations dismal. Recall this is an oil service stock that we have traded many times over the years despite having long...
Hurricanes Killing Q3 Earnings: What to do now

Hurricanes Killing Q3 Earnings: What to do now

At least 12 companies, including U.S. Bancorp (USB) and Abbott Laboratories (ABT) also said their businesses were hurt by a September earthquake that killed 369 people in Mexico, a major market for U.S. firms. American International Group (AIG) has estimated pretax...
AT&T: Stop being afraid and focus on THIS

AT&T: Stop being afraid and focus on THIS

AT&T (T) will report earnings next week. There is a ton of chatter all across the various forums, different sites, and social media. There is pain. Many are feeling the pinch, fear the stock will get slammed further, and are therefore incredibly anticipating Q3....
Skechers Earnings Dazzler: How to handle this

Skechers Earnings Dazzler: How to handle this

Skechers (SKX) has just reported its third  quarter earnings and shares are on the move. While the earnings on the bottom line may have disappointed, as investors in a rival footwear company (Foot Locker (NYSE:FL)), we have been watching apparel names, and especially...
Schlumberger: Our Reaction

Schlumberger: Our Reaction

Schlumberger (NYSE:SLB) has just reported earnings and we have to say we are pretty amazed that the company managed to handily outperform expectations from the Street considering all things oil are absolutely hated by the market right now. Let us be clear....
GE: What The Hell

GE: What The Hell

General Electric (GE) is hurting. It simply cannot deliver and that is why the stock is suffering and the dividend at risk of future cuts. Investors are digesting another third-quarter profit miss versus Wall Street estimates by a wide margin this morning. In addition...
Handling Netflix Stock Here

Handling Netflix Stock Here

What to do? Our colleague DoctorRx offered several key thoughts on the name and we feel both longs and shorts in Netflix stock (NFLX) need to be aware of the piece. DoctorRx stated: “Netflix recently announced its Q3 results in a shareholder letter posted on its...
American Express Earnings Reaction

American Express Earnings Reaction

Wow. American Express (AXP) has just reported earnings. We would like to offer some thoughts on the results. Bottom line? We are bullish. There was a top and bottom line beat and the outlook is strong with a very confident consumer mindset. This bodes extremely well...
JPMorgan Chase: A Must Read Reaction

JPMorgan Chase: A Must Read Reaction

We were looking for a big rally in banks following JPMorgan Chase’s (NYSE:JPM) reported earnings which were absolutely stellar. As the stock approaches the $100 level, we are growing more bullish, because the growth in the name seems to support the price. In...
SuperValu Earnings Reaction

SuperValu Earnings Reaction

SuperValu Earnings were reported today and at first the Street rejoiced, sending shares 10% higher, and pulling the sector up with it. Then, it turned ugly, as News of an acquisition and questionable guidance left a sour taste in the Street’s mouth. We want to...
Goldman Sachs Earnings Thoughts

Goldman Sachs Earnings Thoughts

WGoldman Sachs has just reported earnings and there were some key highlights that you need to be aware of. Goldman Sachs easily beat expectations on the top and bottom lines. The company also disclosed it plans to buy back $8.7 billion in shares after being...
Why IBM Stock Is Soaring

Why IBM Stock Is Soaring

IBM stock is moving. But why? Well it’s because earnings were stellar. “In the third quarter we achieved double-digit growth in our strategic imperatives, extended our enterprise cloud leadership, and expanded our cognitive solutions business,” said...

Highlights from Morgan Stanley Earnings

Morgan Stanley has reported earnings. Here’s our take on the highlights. Revenues of $9.2 billion beat consensus estimates by nearly $200 million. We find the results encouraging, as the known headwinds in trading across the industry, driven by reduced...
Why We Love Johnson & Johnson

Why We Love Johnson & Johnson

Johnson & Johnson (NYSE:JNJ) has just reported earnings which once again continue to impress here in 2017 which we have described as a key year for the company. What we need to see are solid and stable results each quarter with the realization that JNJ is a slow...
Bank of America: A MUST Read

Bank of America: A MUST Read

Bank of America (NYSE:BAC) recently reported earnings that were solid, yet seemingly have failed to impress the Street. Upon release of the earnings report, the stock ticked lower, but slowly rallied throughout the day on Friday to bring the stock back to flirting...