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Financial News from YCharts

  • Bad Coffee Nation: Dunkin Brands vs. Starbucks YCharts - Mon, Dec 29, 2014 11:27 PM EST

    The week before Christmas was a crummy one for those holding Dunkin Brands (DNKN) shares, as the donut-and-coffee franchise king reduced its guidance on results for the fourth quarter of 2014 and for all of 2015 -- same-store sales increases coming in lower than previously forecast being the most notable metric.

  • Safe 4% Yield Positioned for Energy Rebound YCharts - Mon, Dec 22, 2014 11:40 PM EST

    Chevron (NYSE:CVX) has badly lagged the broad SPDR S&P 500 ETF (NYSEARCA:SPY) this year, which should come as absolutely no surprise given the cratering in oil prices . NYSE:CVX data by YCharts But over ...

  • McDonald’s: Biggest Problem Isn’t Self-Inflicted YCharts - Wed, Dec 10, 2014 3:33 PM EST

    I’ve asked a number of times over the years – of Leggett & Platt (LEG) in the furniture industry, and of Southwest Airlines (LUV) in air travel, for instance – is it possible to be a great company in a crummy industry? Note: because the chains have various levels of franchising (where only franchisee fees and such are …

  • Stock Picks of Oakmark’s Bill Nygren Put To Charts YCharts - Wed, Dec 3, 2014 1:42 PM EST

    Bill Nygren, co-manager of the Oakmark fund, is among the plainest-spoken money managers around, explaining stock picks in language we all can understand, and he also holds an enviable record of consistently beating the S&P 500. Amazon sells a lot of stuff for third party sellers – the business is believed to be more profitable …

  • Why Oracle’s Attracting Top Value Managers YCharts - Mon, Dec 1, 2014 9:51 AM EST

    With wide moats, cushy cash levels and appealing valuations, old school tech standard-bearers Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL) have been popular with value-minded investors over the past ...

  • When A Cheap Stock Gets Cheaper YCharts - Mon, Nov 24, 2014 6:27 PM EST

    Short sellers have GameStop (NYSE:GME) in their sights again, with roughly a third of the retailer’s shares sold short. GME Percent of Shares Outstanding Short data by YCharts The company handed its enemies ...

  • Inflation Low? Not If You’re Investing For Long Haul YCharts - Thu, Nov 20, 2014 9:59 AM EST

    How would you react if runaway inflation devalued your dollars by 56%? A YCharts White Paper on Six Behavioral Financial Biases, including the Money Illusion, is available for download at the link directly above.

  • Screening Pharma Stocks Amid Turnaround YCharts - Wed, Nov 19, 2014 9:37 AM EST

    A few years ago, following the pharmaceutical industry was an exercise in calculating how fast revenues would fall as patents expired on major drugs and lower-priced generic drugs replaced them. One can still see the phenomenon here, in a five-year chart of revenue for five well-known pharma stocks, Pfizer (PFE), Merck …

  • E-Commerce Stock Play: Amazon Vs. UPS YCharts - Mon, Nov 3, 2014 12:28 PM EST

    It has been a tough year for true believers of Amazon (NASDAQ:AMZN), with the online retailer’s shares down 23%, a failed smart phone rollout and recognition that its revenue growth – the statistic that ...

  • Bank Stocks: One Major Worry Removed YCharts - Thu, Oct 30, 2014 7:10 AM EDT

    These include Wells Fargo (WFC), JPMorgan Chase (JPM), Bank of America (BAC) and U.S. As reported by the New York Times’ dogged columnist Floyd Norris, Dodd-Frank elements that were designed to force mortgage lenders to retain some risk on loans they make and then sell – keeping “skin in the game,” as the saying goes – …

  • Berkshire Hathaway’s Favorite Mid Cap YCharts - Mon, Oct 27, 2014 2:45 AM EDT

    Berkshire Hathaway’s (NYSE:BRK.B) Big Four stock investments-Wells Fargo (NYSE:WFC), Coca-Cola (NYSE:KO), American Express (NYSE:AXP) and (NYSE:IBM) each account for more than 10% of the conglomerate’s ...

  • Wal-Mart: In Retail Glut, No. 1 Has Most To Lose YCharts - Fri, Oct 24, 2014 8:29 AM EDT

    Or ask McDonald’s (MCD), where a something-for-everyone menu made it vulnerable to dozens of more sharply defined fast food purveyors, including its own offspring, Chipotle Mexican Grill (CMG). The disappointing third-quarter results at Amazon (AMZN), where sales growth is slowing despite furious and scattered investments, …

  • Bond Funds: Where Your Real Risks Lurk YCharts - Wed, Oct 15, 2014 11:05 AM EDT

    Bill Gross’ abrupt late-September exit from Pimco, where he helmed the flagship Pimco Total Return bond fund and its ETF twin as well (BOND), is only a challenge if you happen to have any investments in a Gross-run portfolio. Which of course plenty of folks did: At the time of his departure, Morningstar (MORN) had Gross’ …

  • Big Tech’s Stumble – And Where The Bargains Are YCharts - Tue, Oct 14, 2014 3:45 AM EDT

    What was supposed to be the victory lap stage for technology stocks is suddenly looking a bit wobbly. The Technology Select SPDR ETF (XLK) is off slightly more than the SPDR S&P 500 ETF (SPY). Apple (AAPL), was a relative outperformer, losing just 2% over the past five weeks. Neutralize Apple’s market-cap impact, and …

  • One More Voice Behind Kroger Shares YCharts - Thu, Oct 9, 2014 4:08 AM EDT

    Kroger (NYSE:KR) shares got a nice little bounce this week after Robin Goldwyn Blumenthal of Barron’s wrote an admiring profile of the grocery chain that, unlike its competitors, has been on a long and ...

  • Hey Optimists: Oil Price Dive Puts Chevron On Sale YCharts - Mon, Oct 6, 2014 10:28 AM EDT

    Global oil prices are down about 20% since a peak in June of this year, and that is dampening investor enthusiasm for the shares of major oil companies, as well. If you’re an optimist about the global economy – you believe the expansion will continue, which would in all likelihood increase use of petroleum products internationals …

  • Why Mega-Cap Stocks Are Beating Broader Market YCharts - Wed, Oct 1, 2014 12:02 PM EDT

    Ever since a short-lived early summer rally, here’s the divergence between large cap and small cap stocks:

  • John Calamos: The Case For Growth Stocks YCharts - Mon, Sep 29, 2014 4:55 PM EDT

    There’s no shortage of plausible theories for the late September uptick in volatility : There’s hand-wringing over a market priced to perfection; Morningstar (NASDAQ:MORN) notes that just 10 stocks it ...

  • Pharma Stocks: Surprising Shift In U.S. Drug Market YCharts - Mon, Sep 29, 2014 8:15 AM EDT

    Everyone knows that a handful of super-costly drugs – led by Gilead’s (GILD) Sovaldi, the hepatitis C treatment that retails for $84,000 for a single patient’s treatment – has heightened the debate over prescription drug prices in the U.S., and caused some investors to worry that pharma companies might have to pull back …

  • The Longer Term Case For Kroger Shares YCharts - Mon, Sep 22, 2014 12:17 PM EDT

    Every quarter’s results are a chance to check your biases on a stock, hold it to account using some Financial Advisor Tools , and once again stand it beside the competition. Is the company underperforming ...

  • Steadier, Better: 35 Years Of Low-Volatility Stocks YCharts - Mon, Sep 8, 2014 8:54 PM EDT

    We’ve written about the low-volatility anomaly at YCharts. Bucking conventional wisdom and myriad cognitive biases, the basic gist is that stocks with lower volatility have outperformed higher volatility stocks over the long-term, while also (obviously) doing that with less volatility. If you’re on board with the low-volatility …

  • Pepsi Doesn’t Need A 50% Pop To Be A Buy YCharts - Thu, Aug 28, 2014 1:05 AM EDT

    This past week’s issue, however, appeared to go out on a limb more than usual in suggesting Pepsico (PEP) shares have 50% or more upside. The potential boost for the stock, of course, would be a split-up of Pepsico, separating the beverage business from the Frito-Lay snack operation, which grows faster. Nelson Peltz, …

  • Preferred Stocks: Promise and Risk Outlined YCharts - Wed, Aug 27, 2014 7:00 PM EDT

    Trailing 12 month yields more than double the recent payout for the 10-year Treasury sure look enticing, as seen in this chart of the $10.5 billion iShares S&P US Preferred Stock Index (PFF). AllianceBernstein makes the important point that today’s banks are in a lot better shape than back then, noting that the tangible …

  • Why You’re Likely Over-Weighted U.S. Stocks YCharts - Mon, Aug 25, 2014 11:24 PM EDT

    The two biggest ETFs, SPDR S&P 500 (SPY) and iShares Core S&P 500 ETF (IVV) have combined assets of more than $225 billion. The next two largest ETFs, the iShares MSCI EAFE (EFA) and the Vanguard FTSE Emerging Markets ETF (VWO) have a combined asset base of $100 billion.

  • Buffett, Other Smart Investors, Buying Wal-Mart YCharts - Mon, Aug 18, 2014 11:25 PM EDT

    On the same day that Wal-Mart (NYSE:WMT) ratcheted down its year-end earnings target, along came news that Berkshire Hathaway (NYSE:BRK.B) had once again added to its Wal-Mart stake during the second quarter. ...

  • You’ve Been Warned: Utility Stocks Facing Troubles YCharts - Fri, Aug 8, 2014 5:26 PM EDT

    Utility stocks are practically screaming for some profit taking/rotation out of. Unsuspecting investors (read:blind-faith yield chasers) may be slow to pick up on what has been happening of late.

  • Two Big Danger Areas For Investors YCharts - Thu, Jul 31, 2014 10:54 PM EDT

    It’s hard to get through a second quarter shareholder letter from investment pros these days without a mention somewhere within the first two paragraphs of “investor complacency” being of utmost concern at this juncture. Over the past three years you could pocket yields of 4% to 6% or so and enjoy chunky total returns …

  • Quarterly “Beats”: Bah, Here Are Real Growers YCharts - Tue, Jul 29, 2014 9:32 PM EDT

    The lack of organic revenue growth is about the only metric needed to explain the recent M&A flurry; According to FactSet, the healthcare sector of the S&P 500 is on pace to deliver 8.2% revenue growth for the second quarter and the technology sector is set to record 6.6% revenue growth. Express Scripts (ESRX), Amgen …

  • What Would Vonnegut Make of Amazon’s Story? YCharts - Sun, Jul 27, 2014 9:08 PM EDT

    In case you haven’t been paying attention, the narrative around Amazon is growing more complex – Stieg Larsson fans, pull up a chair – as it must: simply dominating online retailing, which by the way Amazon has accomplished without becoming wildly profitable, would no longer hold the attention of stock-as-a-story devotees. …

  • Starbucks: Higher Price For A Better Stock YCharts - Sat, Jul 26, 2014 2:28 PM EDT

    Starbucks (SBUX) in its third quarter ended June 29, for the 18th consecutive quarter, managed a comparable-store-sales gain of 5% or more (6% this most recent quarter), truly an astounding performance. YCharts.com belatedly came to admire Starbucks and its self-regarding CEO Howard Schultz last January, after examining …

  • BlackRock: Stocks Iffy, But Not These Pockets YCharts - Thu, Jul 24, 2014 11:42 PM EDT

    BlackRock (NYSE:BLK) profit rose 11% in the second quarter as total assets under management ticked up to an astounding $4.59 trillion. As much as BlackRock is benefitting from the extended bull market, ...

  • $150 Billion Bet: Wrong Place To Stretch For Yield YCharts - Tue, Jul 22, 2014 5:30 PM EDT

    While junk-quality bank loans got some ink recently for net outflows in May, the $1.7 billion in outflows Morningstar (MORN) reported was barely a blip when measured against the $42 billion in net flows for the 12 months through May. Combined assets for retail bank loan funds and ETFs are now more than $150 billion. Here’s …

  • Earnings Season Silliness: Managing Expectations YCharts - Mon, Jul 21, 2014 12:03 AM EDT

    One of the earnings season events we’re most looking forward to occurs July 30, a week from this Wednesday, when Weight Watchers International (WTW) reports results. You can find all the earnings season release dates on the YCharts earnings calendar.

  • Michael Kors: Storyline Shifts to Market Share War YCharts - Fri, Jul 18, 2014 5:29 PM EDT

    The shift in sentiment around Michael Kors (KORS) has been so strong and so widely bought into that one would expect to find an enterprising short seller making the rounds, retailing tales of dodgy inventory and specious financials. Coach (95%), Michael Kors (88%) and Kate Spade (KATE) (73%) are essentially accessory purveyors …

  • Did Green Mountain Vanquish Einhorn? Not So Fast YCharts - Fri, Sep 27, 2013 6:13 PM EDT

    On the surface, it sure looks like Green Mountain Coffee Roasters (GMCR) is winning the battle against David Einhorn, a short seller who bludgeoned its share price with a damning slide presentation in 2011. What follows is a look at Green Mountain from both glass-half-full and half-empty perspectives. Green Mountain’s …

  • Be A Cynic: JPMorgan A Buy On Scandal? YCharts - Fri, Sep 27, 2013 11:20 AM EDT

    The scandals JPMorgan Chase (JPM) has wrought on itself may seem horribly damaging. To investors, that could add up to atonement for JPMorgan in the long run. JPMorgan agreed to pay $920 million in fines and admit to guilt in the London Whale trading scandal, a trade that lost the bank $6.2 billion. Right now, JPMorgan …

  • Mercadolibre: Don't Ignore Currency Mess YCharts - Thu, Sep 26, 2013 6:44 PM EDT

    Typically, even the whiff of a scandal sends U.S investors fleeing from foreign company shares, particularly if the issue involves suspect accounting. Shares of Argentine-based Mercadolibre (MELI) are up 23% in the past three months, as seen in a stock chart, and almost double that for the year. Investors like the company …

  • Industrial Stocks Next? How To Sort For Winners YCharts - Thu, Sep 26, 2013 4:41 PM EDT

    The Federal Reserve’s decision to not start its stimulus taper is either a.) a warning sign of economic weakness or b.) a sign the Federal Reserve is worried Congress may bollix things up in the coming weeks. If you’re focused on where the puck is, a commodity-driven stock doesn’t look terribly intriguing.

  • Why Larry Ellison’s Paycheck Should Be Zero YCharts - Thu, Sep 26, 2013 3:29 PM EDT

    Some Oracle (ORCL) shareholders are getting after Larry Ellison about his ridiculously excessive pay – about $77 million in the most recently completed fiscal year – again. As the Wall Street Journal reports, one of the shareholders, CtW Investment Group, has some very specific ideas on how Oracle ought to award stock …

  • Two ETFs And Screening For Cash To Shareholders YCharts - Wed, Sep 25, 2013 4:36 PM EDT

    With corporate profits at record highs, companies awash in cash still aren’t rushing to reinvest in their operations in the form of capital expenditures . Instead, returning said cash to shareholders continues ...

  • New Apple: Up 20%, Epic Buybacks, More Cash YCharts - Wed, Sep 25, 2013 2:39 PM EDT

    In April, Apple (AAPL) announced plans to spend $60 billion by the end of 2015 to buy back shares. In the fiscal third quarter ended June 29, Apple spent $16 billion on repurchases. According to FactSet that’s the largest one-quarter outlay for repurchases since 2000, outpacing the $14.6 billion International Business …

  • Pigs Flying? No, But Coal's Beating The Market YCharts - Tue, Sep 24, 2013 6:20 PM EDT

    The long-term prospects for coal companies look particularly bad, as competition from cheaper fuels and stricter environmental regulation may yet run them out of business. Shares of coal companies like Alpha Natural Resources (ANR), Alliance Resource Partner (ARLP), Peabody Energy (BTU), Arch Coal (ACI) and Consol Energy …

  • Defense Stocks: Crushing the Market, Room to Run YCharts - Tue, Sep 24, 2013 12:52 PM EDT

    One of the more surprising mistakes among market forecasters last year was the widespread dismissal of major defense contractors. Nearly ten months into 2013, sequestration issues drag on and defense company revenues are stagnant at best. So far this year, big defense companies report some of the best returns among large-cap …

  • CEO vs. Average-Worker Pay 2: A Dumb Metric YCharts - Mon, Sep 23, 2013 3:14 PM EDT

    Bloomberg last April kindly got a head start on the SEC’s proposed rules by rounding up industry pay figures as a proxy for actual company data and then computing multiples using disclosed CEO pay. J.C. Penney (JCP), Abercrombie & Fitch (ANF) and Starbucks (SBUX) are all in the top give and, of course, they employ many …

  • Leuthold Names Keepers For Bull Market Finale YCharts - Mon, Sep 23, 2013 12:17 PM EDT

    Poring over data from the past 16 cyclical bull markets, the Leuthold folks found that in the last year of a bull market, high momentum stocks outperformed the laggards by 18 percentage points. The big ‘mo stocks had an average final year bachannal of +35% compared to 16.4% for stocks with low price momentum. The added …

  • Five Below: Add Selling Insiders To Lofty Valuation YCharts - Mon, Sep 23, 2013 12:03 AM EDT

    YCharts’ Dee Gill last week laid out the case that Five Below (NASDAQ:FIVE) shares are vulnerable , given a high PE ratio , especially versus more established low-price retailers like Family Dollar (NYSE:FDO), ...

  • CEO vs. Average-Worker Pay: Investment Data? YCharts - Fri, Sep 20, 2013 11:57 AM EDT

    In a 3-2 vote, the Securities and Exchange Commission just moved a step closer to following through on a Dodd-Frank provision that will require all public companies to report the ratio of their CEO’s compensation ...

  • 18 Social Media IPOs, Twitter, Timing and You YCharts - Fri, Sep 20, 2013 10:57 AM EDT

    Twitter is by far the coolest company to announce plans for an IPO this year, so a lot of individual investors are lining up to grab shares as if they were concert tickets about to sell out. In the last round of social media IPOs, it was the patient investors who made the most money – and who were least likely to lose …

  • Western Union: Now Comes A Growth Strategy YCharts - Thu, Sep 19, 2013 2:49 PM EDT

    Stocks currently sell at a 2% premium to their fair market value according to Morningstar’s proprietary calculations. Case in point: Western Union (WU) which sells at a 26% discount to Morningstar’s estimate of its fair value. Moreover, Western Union rates a “wide moat” from Morningstar, and is currently one of the 20 …

  • Insurance Stocks: For The Post-Bernanke Period YCharts - Thu, Sep 19, 2013 1:45 PM EDT

    Investors who believe the Federal Reserve is cooking up certain inflation by continuing its asset buying programs might want to take a look at insurance sector stocks today. If the critics are right about rising prices and interest rates, the insurance shares may be in bargain territory. The Fed’s unexpected recommitment …

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