FeedPosted Apr 5th 2011 5:00PM by Connie Madon (RSS feed)
Filed under: International Markets, Forecasts, Products and Services, Internet, Competitive Strategy, Marketing and Advertising, Brazil, Market Matters, Personal Finance, Headline News, Technology

Carlos Slim, America Movil's (
AMX) largest shareholder, became the world's richest man in part from his investments in wireless phone service. His empire spans 18 countries and has 200 million subscribers.
Let's look at America Movil's spectacular growth. The company's markets are primarily in Latin America. American Movil controls 74% of wireless service in Mexico under its Telcel brand, which has 60 million subscribers. Brazil is second with 45 million subscribers. It also is the largest provider in the Caribbean with four million users.
Continue reading America Movil to Expand Growth with Pre-Paid Data Plans
Posted Apr 5th 2011 11:00AM by Connie Madon (RSS feed)
Filed under: Analyst Reports, Forecasts, Market Matters, Bank of America (BAC), Economic Data
Fourth quarter GDP ended on a uptrend, coming in at 3.1%. The state of the economy was healthy and it looked like growth would continue to match or exceed Q4. Based on that scenario, Bank of America (BAC) analyst Ethan Harris, forecast first-quarter 2011 GDP to come in at 3.3%.
But in the few short months of 2011, the world is getting turned upside down. The conflict in Libya has cut OPEC oil production and sent oil prices skyrocketing. In turn, the price of gasoline is nearing $4.00 per gallon. And food processors are raising prices due to higher raw commodity prices. These two factors have put a dent in the household budget.
Continue reading Bank of America Cuts First-Quarter GDP Forecast
Posted Apr 3rd 2011 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Bed Bath and Beyond (BBBY), Economic Data
The new earnings season doesn't kick off until Alcoa (AA) reports its first-quarter results on April 11, but a few stragglers are still reporting their earnings for the previous quarter this week. The most prominent earnings reports on tap are Wednesday's results from Bed Bath & Beyond (BBBY) and from Monsanto (MON). Here's what analysts surveyed by Thomson Reuters expect to see.
Bed Bath & Beyond
During its fiscal fourth quarter, the nation's largest domestics retailer opened new stores and its CEO sold shares. Analysts anticipate that the New Jersey-based company will report per-share earnings of 97 cents, an increase of 11.3% from the same quarter of last year. The company also is expected to post revenue of $2.4 billion for the three months that ended in February, a 6.3% rise from a year earlier.
Continue reading Week in Preview: Bed Bath & Beyond, Monsanto and Pier 1 Earnings
Posted Apr 3rd 2011 10:10AM by Joseph Lazzaro (RSS feed)
Filed under: Forecasts, Employees, Economic Data
This past week's data point of significance for investors has to be March's job report, which indicated the U.S. economy created a better-than-expected 216,000 jobs, the U.S. Labor Department said.
Also, the U.S. unemployment rate dropped to 8.8% from 8.9%. A Bloomberg survey had expected the economy to create 200,000 jobs in March and the unemployment rate to remain unchanged at 8.9%. Further, job creation totals for February and January were revised higher: February to 194,000 from the initially estimated 192,000 gain; January to 68,000 from 63,000.
Continue reading Ray of Light: March's Jobs Gain Is More Evidence of Healing Labor Market
Posted Mar 30th 2011 9:00AM by Michael Fowlkes (RSS feed)
Filed under: Before the Bell, Earnings Reports, Forecasts, Good news, Products and Services, Family Dollar Stores (FDO), Recession
Discount retailer Family Dollar Stores Inc. (FDO) reported its fiscal second quarter results this morning, topping analyst estimates and sending the stock higher in premarket trading.
For the quarter, Family Dollar reported it earned 98 cents per share, topping analyst estimates by a penny. During the same period last year, the company earned 81 cents per share.
Continue reading Family Dollar Earnings Top Estimates, Sending Shares Higher
Posted Mar 29th 2011 2:50PM by Sheldon Liber (RSS feed)
Filed under: Forecasts, Rants and Raves, Competitive Strategy, Sirius Satellite Radio (SIRI), Chasing Value™

The debate continues about whether SiriusXM (
SIRI) satellite radio will be dominant, dominated or dismissed.
A few years ago, in 2007, prior to the economic meltdown, Sirius was having a meltdown of its very own. Trading between $6 and $8 a share for most of 2005, it slid from $6 a share to $4 a share in 2006. By 2007 it was trading in a much tighter range between 3.50 - $4.00 and there were those that thought it might be a good buying opportunity.
This question was posed to me by friends that owned the stock and were considering buying more. I suggested they run. History shows that to be a good call. However, many investors, or at least traders that follow the stock made good money after the collapse picking up shares for pennies. I was not one of them, so props to those that jumped in -- I was making similar moves elsewhere.
Continue reading Chasing Value: Some Very Sirius Numbers
Posted Mar 27th 2011 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Family Dollar Stores (FDO), Economic Data
The calendar quarter winds down this week and quarterly reports are due from Apollo Group (APOL), CarMax (KMX), Global Payments (GPN), Krispy Kreme (KKD), Lennar (LEN) and McCormick (MKC). But analysts surveyed by Thomson Reuters have high hopes for results from fertilizer and animal feed maker Mosaic (MOS), apparel maker Phillips Van Heusen (PVH) and discount retailer Family Dollar (FDO). So here's a look at what they anticipate from these three companies.
Mosaic
During its fiscal second quarter, Cargill agreed to distribute its stake in Mosaic, and Mosaic also said it would redeem senior notes. Analysts anticipate that the Minnesota-based potash producer will report per-share earnings of $1.07, a jump of 53.3% from the same quarter of last year. Mosaic also is expected to post revenue of $2.4 billion for the three months that ended in February. That's a 35.9% rise from a year earlier.
Continue reading Week in Preview: Mosaic, Family Dollar Earnings and March Unemployment Rate
Posted Mar 26th 2011 2:00PM by Trefis (RSS feed)
Filed under: Forecasts, Apple Inc (AAPL), Intel (INTC), QUALCOMM Inc (QCOM), Broadcom Corp'A' (BRCM)
Apple's (AAPL) iPad 2 got off to a great start during the first weekend of its launch, selling an estimated 400,000 to 500,000 units. Apple holds a substantial lead in the tablet market over competitors like Research In Motion (RIMM), Motorola Mobility (MMI), Dell (DELL), Samsung and LG Display.
How Much Will Suppliers Benefit from iPad 2 Sales in 2011?
Here we take a look at how much various iPad 2 component suppliers stand to gain from the product's success. We assume that Apple will continue to source iPad 2 components from the same set of suppliers throughout 2011.
Continue reading How Much Will Suppliers Gain from iPad 2 in 2011?
Posted Mar 23rd 2011 5:30PM by Brent Archer (RSS feed)
Filed under: Major Movement, Earnings Reports, Forecasts, Good news, Options, Technical Analysis

Jabil Circuit (
JBL) shares are rising today after
the company reported earnings last night, posting a fiscal-Q2 profit of $55.4 million, or 25 cents per share. Excluding one-time items, JBL earned 54 cents per share on revenue of $3.9 billion. Analysts had forecast a profit of 51 cents per share on revenue of $3.91 billion. JBL also forecast Q3 earnings of 55 to 59 cents per share on revenue of $4.1 to $4.2 billion. Analysts are looking for a profit of 54 cents per share on revenue of $4.04 billion. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on JBL.
JBL opened this morning at $20.42. So far today the stock has hit a low of $20.10 and a high of $21.30. As of 12:30, JBL is trading at $21.00 up 2.07 (10.9%). The chart for JBL looks neutral and
S&P gives JBL a neutral 3 STARS (out of 5) hold ranking.
Continue reading Jabil Circuit Reports Strong Q2 Earnings & Q3 Forecast
Posted Mar 22nd 2011 3:30PM by Sheldon Liber (RSS feed)
Filed under: Major Movement, Forecasts, Other Issues, Bargain Stocks, Chasing Value™, Stocks to Buy, EZCORP (EZPW)

Sometimes I am so confounded by my fellow investors that I have a hard time finding somewhere to do a reality check, so I throw myself on the mercy of the blogosphere today. I do this because I have found no solace by making inquiries with brokers, analysts, traders, friends, family, and fellow investors large and small.
For almost three years I have been touting a EZCorp (
EZPW) stock that just keeps rising, and I believe is still under valued. Way undervalued. Before I continue let me make it clear I own the stock personally and in my investment company's portfolio --
still eating my own cooking. The initial shares have a cost basis of $11.80. EZPW opened at $29.20 today and is trading higher.
Yesterday EZCorp announced the acquisition of a majority interest in it's Australian partner:
EZCORP to Form Global Strategic Alliance With Cash Converters. This expands the global reach of both businesses, increases the range of services, and should also improve efficiency in a broad number of areas.
Continue reading Chasing Value: EZCorp Still a Bargain
Posted Mar 21st 2011 2:30PM by Brent Archer (RSS feed)
Filed under: Major Movement, Earnings Reports, Forecasts, Tiffany and Co (TIF), Options, Technical Analysis
Tiffany & Co. (TIF - option chain) shares are rising after the company reported Q4 2010 earnings Monday morning, posting a profit of $181.22 million, or $1.41 per share. Excluding one-time items, Tiffany earned $1.44 per share on revenue of $1.10 billion, while analysts had forecast a profit of $1.39 per share on revenue of $1.10 billion.
Tiffany cut its Q1 earnings forecast to 57 cents per share, down from a previous forecast of 62 cents per share, due to an anticipated decline in sales in Japan in the wake of the recent earthquake. However, that is still above analysts' forecasts of 55 cents per share, which is a good sign for the stock. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on TIF.
Continue reading Tiffany & Co. Posts Strong Q4 Earnings, Q1 Forecast
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