Chipotle Mexican Grill, Inc. (NYSE:CMG) practically ruined its somewhat upscale “fast casual” image when the E. coli virus hit its stores at the end of 2015. It seemed like customers and press would never forgive nor forget and investors couldn’t get out of it fast enough. But now, nearly a year and a half later, everyone is willing to take another look at CMG stock.
And that’s not just because it’s 18 months later (the length of consumer memory, according to Jim Cramer), but also because the company has done a huge number of things to turn things around. And the numbers tell the story.
In the first quarter for instance, revenues were up 28.1% from last year with comps up 17.8% (Chipotle opened 57 new restaurants, accounting for the balance). The quarter before that, when the trend actually started changing, revenues grew 3.7%. While comps dropped 4.8%, management pointed out that they were up 14.7% for the month of December. New restaurants numbered 72.
small cap stocks: Exxon Mobil Corporation(XOM)
- [By Craig Jones]
Alan Knuckman of Bulls-Eye Option shared with the viewers of Bloomberg Markets his bullish trading idea in Exxon Mobil Corporation (NYSE: XOM).
He said Exxon Mobil traded flat over the last year of trade, while Dow Jones gained 25 percent and he expects it's going to catch up.
- [By Jack Delaney]
Some of the most well-known dividend aristocrats include:
Exxon Mobil Corp. (NYSE: XOM) pays a dividend of $0.77, which is a yield of 3.75%. Aflac Inc. (NYSE: AFL) pays a dividend of $0.43, which is a yield of 2.32%. AT&T Inc. (NYSE: T) pays a dividend of $0.49, which is a yield of 5.12%. T-Rowe Price Group Inc. (Nasdaq: TROW) pays a dividend of $0.57, which is a yield of 3.27%. Clorox Co. (NYSE: CLX) pays a dividend of $0.84, which is a yield of 2.50%.
If you just kept the dividends, your investment would be worth $11,147. That’s a difference of only $25. So it may not seem like a big deal at first glance.
- [By Ben Levisohn]
In my Trader column over the weekend, I wrote bearishly about ExxonMobil (XOM), with one aspect of the negative case being its lack of major M&A to boost its growth. So of course, Exxon announced a deal to buy 250,000 acres in the Permian basin on Tuesday. That deal has gotten Cowen’s Sam Margolin and team excited, as they now foresee a wave of M&A arriving. They explain:
We view Exxon’s recent acquisition, which includes 250k acres in the Delaware Basin, positively as Exxon addresses investor push-back around reserve replacement and provides a template for future consolidation, utilizing its cost of capital advantage. With significant balance sheet capacity following a conservative stance throughout the downturn, we expect to see further deals from Exxon over the next 6-12 months as the new CEO implements strategy going forward. We see capacity to execute M&A while also raising the dividend.
Still, I’m not giving up hope yet. Another part of my argument, Exxon’s valuation remains very much intact, and was cited as one reason for UBS’s downgrade of the oil giant this morning.
Shares of ExxonMobil have dropped 1.6% to $84.93 at 10:44 a.m. today, while the Energy Select Sector SPDR ETF (XLE) has declined 0.4% to $74.39.
- [By Paul Ausick]
Exxon Mobil Corp. (NYSE: XOM) dropped about 0.1% Thursday to post a new 52-week low of $76.05 after closing Wednesday at $76.10. The 52-week high is $93.22. Volume of around 11million shares traded was about 40% above the daily average. The company’s Baytown refinery (capacity 560,000 barrels a day) is closed due to tropical storm Harvey and despite the spring back of crude prices today, the refinery closure hurts more than the boost in crude. The stock did bounce back and is on its way to closing up about 0.4% for the day.
- [By Chris Lange]
Exxon Mobil Corp. (NYSE: XOM) is set to report its second-quarter results on Friday. The analysts consensus estimates call for EPS of $0.84 and $61.92 billion in revenue. Shares of Exxon were changing hands at $80.12 at Fridays close. The consensus price target is $83.08, and the 52-week range is $79.26 to $94.29.
small cap stocks: Goldfield Corporation (The)(GV)
- [By Jim Robertson]
Just before Thanksgiving, our Under the Radar Moversnewsletter suggested buying small cap electrical infrastructure stockGoldfield Corp (NYSEMKT:GV):
small cap stocks: Roper Technologies, Inc.(ROP)
- [By Monica Gerson]
Roper Technologies Inc (NYSE: ROP) is projected to report its quarterly earnings at $1.46 per share on revenue of $895.87 million.
Express Scripts Holding Company (NASDAQ: ESRX) is expected to post its quarterly earnings at $1.22 per share on revenue of $25.20 billion.
- [By Ben Levisohn]
Flexing the barbell strategy to balance Safe Havens with more cyclical exposures. In our view, industrials investors should be positioning their portfolio with a barbell strategy, with half of the exposure in Safe Havens like General Electric, Xylem (XYL), Danaher, Honeywell International, Roper Technologies (ROP), and AMETEK (AME), and the other half selectively in the cyclical names that are better positioned today, such as Pentair, HD Supply Holdings (HDS),Actuant (ATU), Atkore International Group (ATKR), Ingersoll-Rand, and Eaton (ETN). We still believe risk-reward is mostly balanced and that the macro will remain choppy into 2017, supporting a positioning in the defensive names. But if investor sentiment improves on not-worse news and earnings results, the more cyclical names could fare better.
- [By Monica Gerson]
Analysts are expecting Roper Technologies Inc (NYSE: ROP) to have earned $1.46 per share on revenue of $895.87 million in the latest quarter. Roper Technologies shares declined 0.05 percent to close at $178.63 on Friday.
- [By Ben Levisohn]
Aside from Outperform-rated Roper Technologies (ROP) SaaS platforms, which account for over +50% of earnings today, GEs Digital business strategy is the most ambitious ramp within the industrials sector. GE has made a bold bet on its game-changing Predix operating system for the Industrial IoT, which was launched in Feb-2016
small cap stocks: iShares Mortgage Real Estate Capped (REM)
- [By Donald van Deventer]
The latest implied forward rate forecast from Kamakura Corporation shows projected 10-year U.S. Treasury yields differing -0.07% to 0.03% from last week while fixed rate mortgage yields varied by -0.01% to 0.08%. Mortgage yields, determined by the Monday through Wednesday weekly survey of the Federal Home Loan Mortgage Corporation, lag Treasury movements simply because of the 3-day yield calculation used in the Primary Mortgage Market Survey. The 10-year U.S. Treasury yield is projected to rise from 2.92% at Thursday’s close (down 0.06% from last week) to 3.374% (down 0.06% from last week) in one year. The 10-year U.S. Treasury yield in ten years is forecast to reach 4.639%, 1 basis point lower than last week. The 15-year fixed rate mortgage rate is forecast to rise from the effective yield of 3.69% on Thursday (down 0.001% from last week) to 4.222% (down 0.006% from last week) in one year and 6.29% in 10 years, up 0.038% from last week. We explain the background for these calculations in the rest of this note, along with some mortgage servicing rights metrics. The forecast allows investors in exchange traded U.S. Treasury funds (TLT) (TBT), total return bond funds (BOND), municipal bonds (NUV) and exchange traded mortgage funds (REM) to assess likely total returns over the next 120 months. Treasury-related exchange traded funds affected by the forward rates include:
small cap stocks: Baidu Inc.(BIDU)
- [By Abdul Jawula]
However, like most things with Blackberry, they are late to the party. Tesla (NSDQ:TSLA),Alphabet (NSDQ:GOOGL) , Alibaba (NYSE:BABA) and Baidu (NSDQ:BIDU) are deep into the development process of their self-driving car tech. Therefore, by the time Blackberry brings something compelling to the market, one or more of the aforementioned companies is likely to have already signed many of the lucrative deals.
- [By Joe Tenebruso]
Netflix also just recently made inroads into the biggest international market of them all: China. It agreed to a licensing deal with iQiyi, Baidu’s (NASDAQ:BIDU) video streaming service. iQiyi is the most popular video streaming platform in China, with 500 million monthly viewers for its free service and 20 million paid subscribers. And while the terms of the deal were undisclosed, Netflix no doubt stands to benefit from the brand exposure that gaining access to iQiyi’s massive user base will provide.
- [By Peter Graham]
A long term performance chart shows Alphabet Inc being in a relatively steadyuptrend compared withsearch engine peerslike Yahoo! Inc (NASDAQ: YHOO), China basedBaidu Inc (NASDAQ: BIDU) and Russiafocused mid cap Yandex NV (NASDAQ: YNDX):
- [By Stark Merrifield]
To capitalize on the U.S.’ strong trade relationship with China, Fitz-Gerald suggests looking at companies like Alibaba Group Holding Ltd. (NYSE: BABA), “which dominates Chinese e-commerce the way Amazon.com Inc. (Nasdaq: AMZN) does in the United States,” or Baidu Inc. (Nasdaq: BIDU), which “mirrors Alphabet Inc. (Nasdaq: GOOGL).”
- [By Leo Sun]
Tech giant Baidu (NASDAQ:BIDU) owns China’s largest search engine and mapping platform, the popular video site iQiyi, and links it all together with a vast ecosystem of internet and cloud-based services.
- [By ]
Thanks to these fundamental economic drivers, Asian internet firms like Tencent Holdings (OTC: TCEHY) and Alibaba (NYSE: BABA) have seen their stock prices soar 100% over the last year. JD.com (Nasdaq: JD) and Baidu (Nasdaq: BIDU) are trading higher by around 50% over the same period. I fully expect this bull market to continue over the long term.
small cap stocks: Carnival Corporation(CUK)
- [By Rick Munarriz]
Carnival Corporation & plc (NYSE:CCL) (NYSE:CUK)shareholders have to be feeling pretty good these days. The stock hit yet another new high on Friday, and the stock is trading 13% higher so far in 2017.It’s been smooth sailing so far this year, but the first big test comes on Tuesday morning when the world’s largest cruise line operator reports financial results for its fiscal first quarter.