Big name American fashion brands like Michael Kors and Ralph Lauren have been using heavy promotions to sell their goods of late. But now they're trying to wean customers off such sales. Brands like these have been hurting for years as e-commerce and lower foot traffic at department stores cut into revenues. Now the brand name fashion companies are fighting back. Suzanne Kapner reports: One way he hopes to do that is by strengthening e-commerce, where sales in North America fell 22% in the most recent quarter. Mr. Louvet said he hasn’t ruled out deepening Ralph Lauren’s relationship … [Read more...]
What does the Smart Money think of Tesla?
Tesla has become the largest auto-maker in America as measured by market capitalization even though it produces a small fraction of the cars that General Motors produces. Tesla produced about 84,000 cars last year. General Motors produced over 10 million. Yup, I know, Tesla is different than the other U.S. auto makers. Tesla is a growth stock. You hear it from the analysts whose banks regularly underwrite securities for Tesla that Tesla has a cult following. It is more like Apple than General Motors. That’s possible, but do you want to invest your money in a company that is burning cash … [Read more...]
Can United Technologies Expand its Most Profitable Business?
United Technologies, the Connecticut based conglomerate that build elevators, jet engines, and HVAC systems, is attempting to purchase Rockwell Collins. Based in Iowa, Rockwell Collins an aerospace supplier producing cutting edge technologies like the F-35's new Gen III Helmet Mounted Display System (seen in the picture nearby) that would be a great bolt-on business addition to United Technologies' aerospace segment, its most profitable business. Dana Mattioli and Joann S. Lublin report for the Wall Street Journal: Rockwell specializes in cockpit displays and communications systems for … [Read more...]
Are Apple and Facebook Stock Finally Losing Their Luster?
For years now hedge funds, institutions, and retail investors have been loading up the shares of a very small sliver of the stock market. The shares I'm referring to are the so-called FAANG stocks, and others like them. FAANG stands for Facebook, Apple, Amazon, Netflix and Google (now known as Alphabet). As the valuations of these stocks have pushed their company market shares ever higher, they have become a disproportionately large slice of the various indices they are included in. (Read more here and here). But now it appears that some hedge funds have tired of buying the FAANGs and … [Read more...]
This is why You Should Avoid IPOs
Blue Apron, the meal-kit delivery service, went public earlier this summer. Since the IPO, the stock has cratered. The shares are down 50% in just over two months. At Young Research, we have long advised against participating in IPOs. Don’t forget that for every buyer in the stock market there is a seller and when you are the buyer of an IPO, the seller is often the owner, CEO, and/or founder. If the founding CEO of a business is unloading shares on the public, do you really want to take the other side of that trade? … [Read more...]
Harley-Davidson: Young Research’s Stock of the 90s
Dow Jones Industrial Average 30 Stocks
Robot Investing Hits the Skids
As soon as an investment strategy becomes too crowded, it begins to lose its edge. It is the lesson that never seems to sink in on Wall Street. There is always a reason why this time will be different. Quant funds and smart-beta ETFs are today’s example. Both have been sold as a panacea to replace investment managers. Who needs humans when you can run a couple of computer screens for low P/E stocks or high momentum shares? Based on the fund flows into these strategies, this is apparently the thinking of many self-proclaimed investment advisors (self-proclaimed because, let’s get serious, do … [Read more...]
FANGs in the Cross Hairs
The FANG stocks have been some of the hottest stocks YTD. As some investors tell it, the FANGs are rising because they are winner take all businesses. There is and will be no viable competition. In other words the investment thesis for the FANG stocks is "this time is different." Here, the WSJ explains that this time isn’t different. Disney is ending its deal with Netflix and starting a new streaming service of its own. CBS signaled earlier this week that it wasn’t going to sign global licensing agreements with Netflix in the future either. Walt Disney Co. just became the biggest … [Read more...]
Are you Brave Enough to Bet Against the FANGs?
The FANG stocks are some of the hottest stocks in the market YTD. The Young Research Bubble Basket which includes the FANGs plus Tesla is up 39% in 2017. Here, Bloomberg points out that even though the FANGs are widely recognized as a crowded trade and overpriced segment of the market, short interest is unusually low. When it comes to calling the FANG stocks a bubble, few are willing to put their money where their mouth is. A number of people have pointed out that shares of some of the most dominant technology companies, including Facebook Inc., Apple Inc., Amazon.com Inc., Netflix Inc. … [Read more...]
- « Previous Page
- 1
- …
- 30
- 31
- 32
- 33
- 34
- …
- 61
- Next Page »