At the end of 2017, I sounded a bullish tone on fast-food operator Yum! Brands, Inc. (NYSE:YUM). The parent company of fast-food staples KFC, Pizza Hut and Taco Bell appeared to be on a winning track with its re-franchising efforts and global growth strategy.
YUM stock also appeared undervalued given forthcoming tax reform and consistently positive comparable sales growth.
Last week Renewable Energy & Power, Inc. (OTC PINK : RBNW ), a diversified corporation with markets in energy-saving technologies of LED lighting, solar and wind energy, announced a large San Francisco Bay Area electronic assembly corporation has approved the installation of 1,275 LED lights for their entire main campus.
This is the third such announcement in as many....More>>>
At this point, 2017 is shaping to be the year where getting the micro call correct will be more important than getting the macro one right, cautions Yiannis Mostrous, global expert and editor of Capitalist Times.
The current uncertainty in economic and trade policy is higher than at any other time in recent memory. Likewise, the world’s political picture is becoming increasingly....More>>>
I started writing articles about Walmart (WMT) in early 2014. I disclosed my initial investment in the company shortly thereafter (link). In the three years since that was published, Walmart stock has treaded water. Relative to the Standard & Poor’s 500, which has increased by ~30% over the same period, this investment has performed quite poorly.
Personally, I’m less concerned....More>>>
TransDigm Group (TDG) tumbled to the bottom of the S&P 500 today after Citron Research doubled down on its assertion that the company is a manufacturing version of Valeant Pharmaceuticals International (VRX).
Agence France-Presse/Getty Images
TransDigm Groupdropped 4.2% to $231.37, while the S&P 500 rose 0.3% to 2,372.60.
From Citron’s report on TransDigm:
In late 2016, Boeing (NYSE:BA) and future competitor COMAC signed an agreement to open a Boeing 737 completion center in Zhoushan. The center will focus on installing cabins and painting the aircraft. While this does not seem to fit Boeing’s long term view of keeping jobs in the US, it probably was something that was to be expected. In this article, I will have a look at why the net effect....More>>>
Cowen’s Oliver Chen and team offer four ways Wal-Mart Stores (WMT) can not only compete with Amazon.com (AMZN) but “make Wal-Mart great again”:
Deeper Dive on Wal-Marts Competitive Strengths vs. Amazon. Cowen data says 42% Amazon Prime of customers also shop at Wal-Mart, w/ 49mm Prime HHs growing at 30% +. How willWal-Mart compete? 1) leverage....More>>>
Related Dolan: The ECB Is Out Of Ammo…Now What? Intraday Market Action
Global stock markets appeared to reject and then cheer yesterday’s ECB policy announcement of more stimulus and reduction of borrowing costs. While some lament the....More>>>