Chipotle – Too High To Buy?
June 5th, 2020 by Trefis Team
At a price of $1,042 on June 4th, Chipotle Mexican Grill’s stock (NYSE:CMG) has fallen slightly from its all time high on 2nd June, 2020. This is after the company posted a positive revenue growth of about 7.8% with a comparable sales increase of...
Nvidia Stock Up 50% This Year, Can It Continue?
June 5th, 2020 by Trefis Team
Nvidia stock (NASDAQ: NVDA) had seen a significant drop this year – dropping by about 17%, from $236 at the end of 2019 to close to $196 on 16th March 2020, as growing fears around the coronavirus outbreak triggered a sell-off across global equ...
Verisign Stock Up 10% This Year- The Best Still To Come?
June 5th, 2020 by Trefis Team
Verisign stock (NASDAQ: VRSN) had seen a significant drop this year – dropping by about 21%, from $192 at the end of 2019 to close to $151 on 23rd March 2020, as growing fears around the coronavirus outbreak triggered a sell-off across global e...
With Stores Shut, Does Macy’s Have Enough Cushion To Survive The Demand Slump?
June 5th, 2020 by Trefis Team
Like many other retail companies, Macy’s Inc’s (NYSE:M) problems have shifted from ‘how to grow’ to ‘how to survive.’ Consumer demand is down, stores are shut, and the stock has dropped a massive 70% this year....
Rio Tinto’s Stock Recovers Almost 60% In 70 Days; Is The Party Over?
June 5th, 2020 by Trefis Team
Rio Tinto stock (NYSE: RIO) has seen lot of movement so far this year – dropping by about 39%, from $59 at the end of 2019 to $36 as on 23rd March 2020, as growing fears around the coronavirus outbreak triggered a sell-off across global equity ...
Why Has Ralph Lauren’s Stock Gained 40% Over Recent Years Despite Falling Revenues?
June 5th, 2020 by Trefis Team
Ralph Lauren stock (NYSE: RL) has gained 40% in the last three years or so, since the end of 2016, and was up even more prior to the pandemic-driven market crash. But how did the company manage to pull off this feat considering its revenue fell m...
Why Charles Schwab Looks Like A Better Bet Than Intercontinental Exchange
June 5th, 2020 by Trefis Team
Charles Schwab’s stock (NYSE: SCHW) has dropped by roughly 5% since the beginning of 2018. On the other hand, Intercontinental Exchange’s stock (NYSE: ICE) has gained around 35% during the same period. This, despite the fact that Charles Schwab’s...
Why Juniper Stock Looks Undervalued Despite Outperforming The Broader Market
June 5th, 2020 by Trefis Team
Despite remaining flat since the beginning of this year (vs. a 7% decline in S&P 500), we believe that Juniper’s stock (NYSE: JNPR) is likely undervalued at the current price of $24 per share and it has a decent upside. The key is Junip...
Can Arch Resources Survive The Covid-19 Recession?
June 5th, 2020 by Trefis Team
The stock price of Arch Resources (NYSE: ARCH), the second largest supplier of coal in the U.S., has declined by 54.0% since the beginning of the year. The consumption for coal has been on a decline for the past few years, as demand for a cleaner...
Citigroup Stock Has Regained 50% Of Its Lost Value Over Recent Weeks, But Can It Grow More?
June 5th, 2020 by Trefis Team
Citigroup’s stock (NYSE: C) is up over 50% since hitting a low of $35 on March 23 to its current level of $53, but we believe it still has some upside potential. Why is that? The key is Citigroup’s stock is still about 32% lower than it was at th...
After 26% Growth In 2020, What’s Next For New York Times’ Stock?
June 5th, 2020 by Trefis Team
New York Times’ stock (NYSE: NYT) grew almost 26% from $32 levels at the beginning of this year to almost $41 levels (as of June 4th), compared to a 4% decline for the broader S&P 500. While the New York Times has outperformed the broad...
Down 50% This Year, Occidental Stock Has A Long Road To Recovery With Sizable Downside Risk
June 5th, 2020 by Trefis Team
Comparing the trend in Occidental Petroleum’s stock (NYSE: OXY) over recent months with its trajectory during and after the Great Recession of 2008, we expect the stock to post a slower recovery than the benchmark oil prices, primarily due ...
Does Covid-19 Create A Good Buying Opportunity For UnitedHealth Stock?
June 5th, 2020 by Trefis Team
UnitedHealth Group (NYSE: UNH), the largest healthcare company in the world, has seen its stock grow by about 53% from March lows of under $200 to around $300 currently, outperforming the broader indices, as the company stands to benefit in the C...
Emerson Electric Stock Is Down 20% This Year, Despite Strong Fundamentals. Time To Buy?
June 5th, 2020 by Trefis Team
Emerson Electric (NYSE: EMR), a diversified industrial company that is best known for its automation solutions, has seen its stock underperform, falling by about 21% year-to-date, compared to the broader S&P 500 which is down by about 5%. Eme...
Choose Skyworks Over Qorvo As Apple Transitions To 5G?
June 5th, 2020 by Trefis Team
The stock price for Qorvo (NASDAQ:QRVO), a company best known for supplying radio frequency (RF) components to the smartphone players such as Apple, as well as to the infrastructure, and defense space, has doubled since early 2017. In comparison,...
