We believe this is the case, and the early returns are impressive. We asked each of our top senior analysts for their top ideas, either long or short, over the next 6-month period and here are the results for the past 4 years.
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We believe this is the case, and the returns are impressive. We asked each of our top senior analysts for their top three ideas, either long or short, over the next 6 month period and here are the results for the past 3 years.
This past weekend we asked our team of analysts to think through 3 scenarios for the potential outcome of today’s election:Clinton Victory Trump Victory Inconclusive Result for President when market opens 11/9 (Buy pullbacks aggressively)
Due to the departure of the analyst, the Firm is suspending its rating and target price for QVC Group (QVCA) until coverage is reassigned.
Investors should no longer rely on previously published research reports, opinions, estimates, or price targets regarding this company.
Effective immediately, the Firm is dropping coverage of the following companies due to the analyst's departure:
Lumber Liquidators (LL)
The Container Store (TCS)
Tuesday Morning Corporation (TUES)
Investors should no longer rely on previously published research, opinions, estimates, or price targets regarding these companies.
Yesterday (2/16) GPC reported Q3 15 results before the market open. Revenue missed Consensus by 2%, but EPS beat by $0.06 on better margins and buyback. 2016 EPS guidance also came up 2% short of Consensus. Headwinds in Industrial continue to accelerate as Q4 15 organic revenue was down 7.5% (Q3 15 was -4%). But shares were up 2%.
We recently hosted a luncheon with Wolfe’s Retail Team and Chris Senyek, Wolfe’s Strategist. The bottom line is that deflation is lurking. The Consumer isn’t to blame, but they are still likely to feel collateral damage.
Yesterday before the market open AAP reported Q4 comps of -2.5% versus Consensus of -0.9%. Non-GAAP EPS of $1.22 however beat Consensus of $1.20. AAP issued ’16 comp guidance of +LSD and maintained its 12% adjusted operating margin target, which calls for 180bps of margin expansion in ’16. Shares were flat on the day.
ORLY reported Q4 results Wed. after the close. Comps of 7.7% exceeded Consensus of 5.5% and our 7.0%. EPS of $2.19 also beat Consensus of $2.08 but met our $2.19. Shares were up 5% on the day.
Yesterday LOW announced it will be acquiring RONA, a listed Canadian home improvement retailer in a slightly accretive deal. The shares dove 9% on the news (ended -6%). This was a gross overreaction.
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