San Francisco, CA, based Investment company Dodge & Cox buys Express Scripts Holding Co, Suncor Energy Inc, Bristol-Myers Squibb Company, Juniper Networks Inc, UBS Group AG, Cemex SAB de CV, News Corp, America Movil SAB de CV, sells Royal Dutch Shell PLC, NetApp Inc, Adient PLC, Symantec Corp, Unilever PLC during the 3-months ended 2017-03-31, according to the most recent filings of the investment....More>>>
By applying different what-if scenarios to Walt Disney (DIS), I arrived at a conclusion that a fair value would be more likely in the $85 range. This provides almost a 15% downside.
Before we can apply any valuation metrics to Walt Disney, we need three inputs to start with. These are normalized return on equity (RoE), free cash flow (FCF) and long-term revenue growth. As market expectations....More>>>
On Tuesday, our Under the Radar Moversnewsletter suggestedgoing long on small cap energy storage and power delivery stock Maxwell Technologies (NASDAQ: MXWL):
We had to zoom in pretty tight on the chart of MXWL to show you some of the most relevant details. But, know that in so doing we lost some perspective on another key bullish clue. That is, the converging wedge pattern (red lines) extends....More>>>
Shares ofBunge Ltd.(NYSE:BG)rose 10% on Wednesday after the agribusiness and food company released strong fourth-quarter 2016 results.
Quarterly revenue grew 8.6% year over year, to $12.1 billion, and translated to 14.1% growth in adjusted earnings per share, to $1.70. Analysts, on average, were only expecting Bunge to report revenue of $11.4 billion....More>>>
Operators who have a large store concentration in B & C type shopping malls are getting crushed, and The Gap (NYSE:GPS) is exposed to these exact locations. In aggregate, monthly mall traffic declines are still averaging mid-single-digit territory so apparel retailers have two options: sustain their store footprint or downsize.
The question is, which is the better long term alternative?....More>>>