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EY Strategic Growth Conference

EY Strategic Growth Conference

1.27k followers8 symbols Watchlist by Yahoo Finance

The Ernst & Young Strategic Growth Forum is a gathering of high-growth, market-leading companies. This basket of stocks tracks the companies represented at the 2016 Forum.

8 Symbols

  • Should Value Investors Buy Jazz Pharmaceuticals (JAZZ) Stock?
    Zacks

    Should Value Investors Buy Jazz Pharmaceuticals (JAZZ) Stock?

    Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

  • Viasat Brings Quality Residential Internet Service to Mexico
    Zacks

    Viasat Brings Quality Residential Internet Service to Mexico

    Viasat's (VSAT) new service, which utilizes bandwidth from the ViaSat-2, is likely to be rolled out in early 2020 and aid in digital expansion across the country.

  • Reuters

    UPDATE 1-Vitol signs 10-year deal to buy Nigeria's LNG from 2021

    Commodities trader Vitol has signed a 10-year deal with Nigeria Liquefied Natural Gas (NLNG) to buy 500,000 tonnes of LNG per year, ramping up its long-term presence on the market. "The agreement underscores NLNG’s drive...to deliver LNG on a global scale in a low carbon world where gas/LNG will continue to be the preferred complementary energy source alongside renewables," Vitol said in a statement. The deal also helps NLNG remarket volumes from existing production lines at its Bonny Island plant with a number of contracts due to expire.

  • Extended Stay America (STAY) Opens 54th Property in Florida
    Zacks

    Extended Stay America (STAY) Opens 54th Property in Florida

    Extended Stay America (STAY) announces the opening of Extended Stay America Gibsonton hotel in Florida.

  • Zacks

    Another Small Decline as We Wait on Trade

    Another Small Decline as We Wait on Trade

  • PGT Innovations (PGTI) to Buy NewSouth, Expand in Florida
    Zacks

    PGT Innovations (PGTI) to Buy NewSouth, Expand in Florida

    PGT Innovations (PGTI) is set to boost presence outside core markets served with the acquisition of NewSouth.

  • 6 Low Price-to-Book Value Stocks to Buy in December
    Zacks

    6 Low Price-to-Book Value Stocks to Buy in December

    P/B ratio is emerging as a convenient tool for identifying low-priced stocks with high-growth prospects.

  • Reuters

    Trafigura's LNG volumes jump by 27% on new trade flows, contracts

    Trafigura Group, the global commodity trader, increased its annual liquefied natural gas (LNG) trading volumes by 27%, driven by trade flows and the start of new contracts, the company said on Wednesday. Volumes rose to 12.6 million metric tonnes equivalent this year, which included the start of shipments under the company's 15-year agreement to lift supply from Cheniere Energy as well as several other mid-term contracts, Trafigura said in its annual report. "With weak demand in Asia redirecting trade flows, the European market absorbed the bulk of our Atlantic cargoes, often in conjunction with our natural gas desk, while we continued to build our position in the Far East with regionally sourced LNG," the company said.

  • Stocks To Watch: Jazz Pharmaceuticals Sees Relative Strength Rating Jump To 83
    Investor's Business Daily

    Stocks To Watch: Jazz Pharmaceuticals Sees Relative Strength Rating Jump To 83

    Jazz Pharmaceuticals shows improving price performance, earning an upgrade to its IBD Relative Strength Rating from 79 to 83.

  • Zacks.com featured highlights include: Quanta Services, Alexion Pharmaceuticals, Jazz Pharmaceuticals and Changyou.com
    Zacks

    Zacks.com featured highlights include: Quanta Services, Alexion Pharmaceuticals, Jazz Pharmaceuticals and Changyou.com

    Zacks.com featured highlights include: Quanta Services, Alexion Pharmaceuticals, Jazz Pharmaceuticals and Changyou.com

  • The President of Extended Stay America, Inc. (NASDAQ:STAY), Bruce Haase, Just Bought 57% More Shares
    Simply Wall St.

    The President of Extended Stay America, Inc. (NASDAQ:STAY), Bruce Haase, Just Bought 57% More Shares

    Potential Extended Stay America, Inc. (NASDAQ:STAY) shareholders may wish to note that the President, Bruce Haase...

  • Groupon Stock Faces a Double-Edged Math Problem
    InvestorPlace

    Groupon Stock Faces a Double-Edged Math Problem

    Looking at Groupon (NASDAQ:GRPN) from a bird's eye view, the organization seemingly appears extraordinarily relevant. As a digital coupon book of sorts and an effective marketing platform, particularly for small businesses, GRPN is etched into our social media landscape. However, Groupon stock has not followed suit, fading into the backroom closet.Source: Shutterstock Really, no one can blame investors. Since the beginning of 2016, GRPN stock has made almost no progress. Yes, shares have recorded sharp rallies over the past few years. However, each time, the bullishness has faltered. This is in stark contrast to the enthusiasm surrounding the company's initial public offering, with shares once trading firmly in double-digit territory.What perplexes those holding Groupon stock, though, is that the underlying platform remains incredibly popular. When it comes to consolidated business reviews and information, surprisingly few viable competitors exist. We have Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Yelp (NYSE:YELP) and that's pretty much it, unless you include the Yellow Pages.InvestorPlace - Stock Market News, Stock Advice & Trading TipsThus, GRPN stock - barring a new competitor disrupting the space - has a permanent seat at the table. However, converting that seat has been a long-term problem. Notably and worryingly, Groupon's gross billings peaked in 2014 at $136.95. In 2018, gross billings fell to barely above $108. * 7 Hot Stocks for 2020's Big Trends To management's credit, they have attempted to change the trajectory of Groupon stock with multiple initiatives. On the front end, the company has improved the interface, making it more intuitive for this digitalized generation. Additionally, they have shifted away from their legacy voucher system and also introduced features such as cash back.That's all fine and well. Unfortunately, I cannot get over the fact that GRPN stock has a double-edged math problem, stymieing its longer-term potential. Numbers Make No Sense for Groupon StockAs a middleman with no genuinely distinct business model, Groupon depends on subscription volume. Obviously, the more people around, the more likely they'll actually use the services, thereby generating revenues. But the problem for GRPN stock is that the user base continues to decline.Based on active customer count, Groupon reached its peak influence in the fourth quarter of 2014 with 53.9 million customers. Again, that's not surprising given that gross billings also peaked in 2014. And like this metric, active customers have largely deteriorated. Click to Enlarge Source: Chart by Josh Enomoto Some optimism sprouted in 2017 when Groupon's active customer count started to inch forward into Q1 2018. Subsequently, the Groupon stock price generated a very strong profit for investors, assuming they bought in January of 2017 and sold later that year in December.From Q1 2018, though, Groupon has sequentially shed its active customers. In the most recent Q3 2019 earnings report, the company had 45.3 million active users. That's the lowest tally since Q3 2016.For the glass-half-full folks, they might contend that lower active users should lead to higher revenue per individual user. And that's really the hope here: in exchange for declining users, each one that's remaining will spend more, driving up earnings.Unfortunately, the revenue generated per active user is also declining rapidly. From Q1 2011 through Q3 2019, the average sales per user is $14.76. However, in the most recent quarter, this metric fell to a staggeringly low $10.95. To put this into perspective, we haven't seen such a low stat since Q2 2010, when Groupon was in its early stages. Click to Enlarge Source: Chart by Josh Enomoto In other words, it's not just that active users are declining; rather, the people that still use the platform are making fewer big-ticket purchases. Lack of Competitive Moat a ConcernAgain, I respect management's efforts to revitalize the Groupon platform to make it more relevant today. But the nagging issue is that despite their endeavors, Groupon stock continues to suffer.The math above makes the recovery narrative not impossible but highly unlikely. But if the math were to improve, consumers must have a reason to use GRPN. I'm not sure how they're going to accomplish this.Currently, the retail ecosystem has rapidly integrated its direct-to-consumer channels. Thanks to developments in e-commerce, it's much easier for popular brands to sell their products to their loyal fanbase. With such pathways, why is a Groupon necessary?Moreover, we're even seeing companies like Amazon (NASDAQ:AMZN) consolidate their supply chain under their corporate umbrella. Wherever you look, businesses are cutting out the middleman.Thus, we come to the ultimate dilemma. GRPN stock is a middleman investment in an era where that business model might go extinct. So, even if the math were favorable, the industry certainly isn't.As of this writing, Josh Enomoto did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Hot Stocks for 2020's Big Trends * 7 Lumbering Large-Cap Stocks to Avoid * 5 ETFs for Oodles of Monthly Dividends The post Groupon Stock Faces a Double-Edged Math Problem appeared first on InvestorPlace.

  • Create a Standout Portfolio With These 4 Low P/CF Stocks
    Zacks

    Create a Standout Portfolio With These 4 Low P/CF Stocks

    Investing in stocks based on value analysis is generally considered one of the best practices. In value investing, investors pick stocks that are usually cheap but fundamentally sound.

  • Hedge Funds Are Betting On Liberty Broadband Corp (LBRDA)
    Insider Monkey

    Hedge Funds Are Betting On Liberty Broadband Corp (LBRDA)

    Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Our research shows that most of the stocks that smart money likes historically generate strong […]

  • ViaSat (VSAT) Up 8.8% Since Last Earnings Report: Can It Continue?
    Zacks

    ViaSat (VSAT) Up 8.8% Since Last Earnings Report: Can It Continue?

    ViaSat (VSAT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

  • Why Is Yelp (YELP) Up 10.8% Since Last Earnings Report?
    Zacks

    Why Is Yelp (YELP) Up 10.8% Since Last Earnings Report?

    Yelp (YELP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

  • Should You Buy Sabre Corporation (SABR)?
    Insider Monkey

    Should You Buy Sabre Corporation (SABR)?

    We are still in an overall bull market and many stocks that smart money investors were piling into surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Hedge funds' top 3 stock picks returned 41.7% this year and beat […]

  • Thomson Reuters StreetEvents

    Edited Transcript of STAY earnings conference call or presentation 7-Nov-19 1:00pm GMT

    Q3 2019 Extended Stay America Inc Earnings Call

  • Hedge Funds Aren’t Crazy About ViaSat, Inc. (VSAT) Anymore
    Insider Monkey

    Hedge Funds Aren’t Crazy About ViaSat, Inc. (VSAT) Anymore

    Is ViaSat, Inc. (NASDAQ:VSAT) a good investment right now? We check hedge fund and billionaire investor sentiment before delving into hours of research. Hedge funds spend millions of dollars on Ivy League graduates, unconventional data sources, expert networks, and get tips from investment bankers and industry insiders. Sure they sometimes fail miserably, but their consensus […]

  • Hedge Funds Got Back Into Jazz Pharmaceuticals plc (JAZZ) At The Right Time
    Insider Monkey

    Hedge Funds Got Back Into Jazz Pharmaceuticals plc (JAZZ) At The Right Time

    Our extensive research has shown that imitating the smart money can generate significant returns for retail investors, which is why we track nearly 750 active prominent money managers and analyze their quarterly 13F filings. The stocks that are heavily bought by hedge funds historically outperformed the market, though there is no shortage of high profile […]

  • Hedge Funds Checking Out Of Extended Stay America Inc (STAY)
    Insider Monkey

    Hedge Funds Checking Out Of Extended Stay America Inc (STAY)

    Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Our research shows that most of the stocks that smart money likes historically generate strong […]

  • Why Is Extended Stay America (STAY) Down 2.3% Since Last Earnings Report?
    Zacks

    Why Is Extended Stay America (STAY) Down 2.3% Since Last Earnings Report?

    Extended Stay America (STAY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

  • Hedge Funds Are Turning Their Backs On Yelp Inc (YELP)
    Insider Monkey

    Hedge Funds Are Turning Their Backs On Yelp Inc (YELP)

    Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Our research shows that most of the stocks that smart money likes historically generate strong […]

  • Asian LNG prices drop for second straight week on mild winter
    Reuters

    Asian LNG prices drop for second straight week on mild winter

    Asian spot prices for liquefied natural gas (LNG) dropped for a second consecutive week as supply flooded the market, overshadowing demand subdued by a winter that has been milder than average. The average LNG price for January delivery into northeast Asia is estimated to be about $5.50 per million British thermal units (mmBtu), down 10 cents from the previous week, several industry sources said. Angola LNG offered a cargo for delivery over late January to mid-February in a tender that closes next week.

  • Is Cheniere Energy, Inc.'s (NYSEMKT:LNG) CEO Paid At A Competitive Rate?
    Simply Wall St.

    Is Cheniere Energy, Inc.'s (NYSEMKT:LNG) CEO Paid At A Competitive Rate?

    Jack Fusco became the CEO of Cheniere Energy, Inc. (NYSEMKT:LNG) in 2016. First, this article will compare CEO...