Procter & Gamble (PG) gave up its early gains and was trading lower Tuesday, despite reporting better-than-expected third-quarter earnings.
P&G said it earned 86 cents a share on revenue of $15.76 billion, while analysts were expected 82 cents a share on $15.82 billion. Its guidance for the fourth quarter and full year were in-line with expectations but still call for EPS to fall year over year.
Analysts are weighing in on the stock this afternoon. Citis Wendy Nicholson reiterated a Buy rating and raised her price target by 42, to $90, writing that while productivity programs are in full swing sales growth is still elusive:
PGs robust cost savings initiatives have led to a 310 bps YoY increase in the companys operating margin YTD in FY16 (300 bps alone in 3Q, despite a 130 bps increase in advertising spending). And, PG sounds confident in its ability to continue to improve its productivity further. On a YTD basis, PGs organic top line growth is flat, compared to market growth rates of 3%, which is a result of PG continuing to lose market share in more than 50% of its businesses. While PG has indeed shown some areas of improvement in organic top line growth (e.g., China down only MSD in fiscal 3Q16 vs. down HSD in fiscal 2Q16, and there are pockets of strength in U.S. market shares for laundry, baby care, hair care, and oral care), PGs overall batting average with regard to the success of its reinvestment initiatives is still disappointing, in our view.
high return investments: Synacor, Inc.(SYNC)
- [By Lisa Levin]
Synacor Inc (NASDAQ: SYNC) shares dropped 18 percent to $3.42. Synacor priced 5.715 million shares at $3.50 per share.
Shares of Resources Connection, Inc. (NASDAQ: RECN) were down around 15 percent to $13.65 after the company posted downbeat quarterly results.
- [By Monica Gerson]
Synacor Inc (NASDAQ: SYNC) is projected to post a quarterly loss at $0.03 per share on revenue of $30.00 million.
VAALCO Energy, Inc. (NYSE: EGY) is expected to post a quarterly loss at $0.11 per share on revenue of $18.59 million.
high return investments: CSI Compressco LP(CCLP)
- [By Lisa Levin]
CSI Compressco LP (NYSE: CCLP) shares dropped 15 percent to $7.90. CSI Compressco lowered its quarterly cash distribution to $0.1875 per outstanding common unit. CSI Compressco is expected to release its Q1 earnings results on Tuesday, May 9, 2017.
high return investments: The Baltic Dry Index Soaring, and Double Crown Resources (DDCC)
- [By Matthew Briar]
Don’t let the lethargic Baltic Dry Index fool you — commodities aren’t being used less now than they have been in the past. In fact, most commodities are still seeing increased consumption, including the dry goods the Baltic Dry Index is supposed to gauge transportation for. The Baltic Dry Index remains in a bit of a long-term funk because, as much as the world continues to increase their need for materials like iron ore, grain, and gravel, the world also still has too much capacity to deliver them. See, too many maritime vessels are competing for too few dollars, serving as a drag on the value of the Baltic Dry Index lower. After all, the BDI is mostly just a measure of the daily shipping rates for ocean-born transportation services. It’s not actually a measure of consumption of those materials consumption.
It’s not only a scenario that doesn’t work against young-and-hungry company Double Crown Resources Inc. (OTCMKTS:DDCC), but it may actually be a scenario that bodes well for it.
Thought question: What if there was a way to remove all the risks and hassle of shipping goods such as iron ore pellets or beans or salt (commodities that are normally delivered in drybulk vessels) yet still utilize all the flexibility of intermodal containers? There is. It’s called Translock2, or Translock Squared, and it’s going to revolutionize the way many material companies deliver their goods, and the way many drybulk commodity buyers use their material.
The image nearby is a Translock2 container. It should look vaguely familiar. It’s essentially an intermodal container in terms of size and shape, but mechanically is a delivery and dispensing platform for drybulk goods like sand or rice. The design allows commodities like sand gravel or livestock feed to be moved with all the flexibility of intermodal transportation (on flatbed trucks, by rail, and on the deck of a boat but without any of the logistical headache of aggregating and splitti
- [By Peter Graham]
On Tuesday, small cap Double Crown Resources (OTCMKTS: DDCC) announcedthatthe United States Patent and Trademark Office has issued patent number9,428,330 on the Companys revolutionary Translock虏 bulk commodities system. In addition, two follow-up patent applications have already been filed and another is now being preparedthat all cover key design features of this unparalleled commodity transport and storage system which you can see in pictures below:
- [By James E. Brumley]
Despite the lackluster economic headlines and so-so pricing, commodities aren’t being used less and less. Indeed, most commodities continue to see growing consumption. It’s not only a scenario that works in favor of young-and-hungry company Double Crown Resources Inc. (OTCMKTS:DDCC), but what makes Double Crown such a compelling opportunity is that it’s rather insensitive to commodity price fluctuation.
What’s the biggest risk and hassle of shipping things like pellets or beans or salt? Normally they’re delivered in drybulk vessels, which works, but is rather ineffective. At various points between a supplier and a customer, such goods have to be split up, re-routed, taken off a boat and put on a train (or vice versa). Not only do all the middlemen get expensive, mistakes and spillage cost money.
- [By James E. Brumley]
When most investors think of potential competitive threats to drybulk shippers like Star Bulk Carriers Corp. (NASDAQ:SBLK) or Euroseas Ltd. (NASDAQ:ESEA), Double Crown Resources Inc (OTCMKTS:DDCC) doesn’t come to mind. Indeed, DDCC doesn’t come to mind for many investors at all, as for all intents and purposes the company it is today didn’t exist until a few months ago. Age, however, has nothing to do with how disruptive it could prove to be for the likes of Euroseas or Star Bulk Carriers. Its underlying idea is brilliant, and it’s only a matter of time before it catches on within the commodity-transportation community.
What if there was a way to remove all the risks and hassle of shipping things like pellets or beans or salt – normally delivered in drybulk vessels – but still utilize all the flexibility of intermodal containers (the big 20-foot boxes that fit on a truck and a train and on top of the deck of a boat)? There is. It’s called Translock2 (Translock Squared). It was designed by Double Crown Resources, and it’s going to revolutionize the way many material companies deliver their goods.
The nearby image is a Translock2 container. It should look familiar – it’s essentially an intermodal container in terms of size and shape, but mechanically is a delivery and dispensing platform for drybulk goods. The design allows commodities like sand or livestock feed to be moved with all the flexibility of intermodal transportation, but without any of the headache of aggregating and splitting up those goods to get them properly shipped to their final destination. With Translock2, drybulk pu rchases are packaged up by the seller at the supply source, and then delivered — just as ordered — all the way to the buyer’s site in the container. No material is lost en route, and no distributor or middleman needs to bother splitting up one large order into smaller ones.
Its development is worth noting, as it explicitly circumvents the need for drybulk ves
high return investments: Wal-Mart Stores, Inc.(WMT)
- [By WWW.THESTREET.COM]
Walmart (WMT) reported a 1.2% increase in same-store sales. The world’s largest retailer also updated its full-year earnings outlook. Best Buy (BBY) topped third-quarter estimates as strength in sales of computing and home theater products drove growth.
- [By Ben Levisohn]
What do ExxonMobil (XOM), General Electric (GE) and Wal-Mart Stores (WMT) have in common? Not much if you ask me. But ask Oppenheimer technical analyst Ari Wald, and he believes he’s discovered links the three mega-cap stocks, each of which has underperformed the S&P 500 so far this year. His theory: “Mega-cap safety is the central theme linking stocks that are nearing decade-long relative lows.”
- [By Jack Foley]
First of all, when analyzing any investment, my first port of call is always to see if the stock has strong competitive advantages. Although, Amazon doesn’t pay a dividend, it definitely has huge assets within its arsenal that protect the stock from a huge sell-off to the downside. These advantages include but are not limited to the following.
Competitive Advantage Why Is This Important Low Cost operations In terms of scale (Although Amazon has intentions ofopening up brick and mortar stores for groceries), fulfillment centers and online ordering (Amazon’s model) is generally accepted as a cheaper alternative to scaling brick & mortar stores. The “fitting out” of a fulfillment center costs much less than a Super-center from Walmart (NYSE:WMT)for example. This enables Amazon scale its operations at a much faster rate than its competitors. Network Effect The low prices translate into a network effect which attracts buyers, third party sellers and large merchants on mass. The synergy between these three different groups of people results in a huge array of products being available on the platform for sale. Investors should note that all groups are increasing meaningfully in numbers at present. Third party sellers are a huge cash cow for Amazon due to the margins involved. This “network effect” will only intensify in years to come. Amazon Prime Amazon’s premium service is another huge competitive advantage the company has. Why? Because Amazon is constantly adding more value to the service by adding more products (either at a discounted price or completely free). Jeff Bezos’s vision here is to add massive value here in order to up-sell normal Amazon users into Prime. Again growth rates are re-accelerating with Prime having just launched in China recently. Amazon Web Services Amazon has the biggest cloud computing service in the world by far and the margins in this segment are really impressive. In fact, AWS makes up
high return investments: tronc, Inc. (TRNC)
- [By WWW.THESTREET.COM]
In a purge fairly unprecedented in American newspapers, Tronc (TRNC) has replaced the senior leadership of the Los Angeles Times. With a single announcement, the company announced both new leadership for the Times’ business side and for its newsroom.
- [By Lee Jackson]
Tronc Inc. (NASDAQ: TRNC) had a gigantic buyer recently. Michael Ferro, who is a director, purchased a stunning 2,500,000 sharesat $15 apiece. The total for the trade was an incredible $37,500,000.Thismultiplatform media and marketing solutions company publishes newspapers in the United States, as well as provides a suite of digital marketing services for local, regional and national marketers. Its shares ended trading on Friday at $13.87.Their 52-week trading range is $8.76 to $17.93, and the Wall Street consensus price target is $21.