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Alerts
Previously highlighted as a value name in our analysis released March 25, 2020, VF Corp. (VFC) has unveiled its plan for reopening stores across the Middle East, Europe and the United States as pandemic restrictions begin to ease. The earnings might have missed expectations on Friday (May 15), but digital sales and the ongoing reopening plan are clear positives moving forward, and the stock provides a value-oriented entry level at the same price as we recommended two months ago.
18 May 2020
Alerts
Despite the closure of all sporting events affecting the Sporting Business, Fox Corp. (FOXA) witnessed record breaking audiences for FOX News and its FOX Businesses, helping the company to another earnings beat. With FOXA’s recent acquisitions and elections six months away to ramp up ad sales, we maintain our target price and continue to hold FOXA.
12 May 2020
Alerts
Assuming no supply chain disruption, ConAgra Brands, Inc.'s (CAG) management expects to fulfill and exceed its FY20 guidance, a rare occurrence during the ongoing Coronavirus health crisis. Investors also took this as positive news, and CAG is using its accelerated free cash flow to pay down debt as consumers increasingly turn to the company's attractive frozen foods portfolio during quarantine and working from home. Read on for more.
24 April 2020
Alerts
To take advantage of the market's recent movements, we're adding to our positions in Bed Bath & Beyond, Inc. (BBBY) and Fox Corp. (FOXA) on their fundamentals that remain intact. These companies' current levels now warrant increases to their Model Portfolio positions. See the links below for more details and respective analyses/alerts.
12 March 2020
Alerts
As markets are moving, The Edge will be increasing positions in the Model Portfolio. We believe The Cheesecake Factory, Inc. (CAKE) and Corteva, Inc. (CTVA) are fundamentally undervalued and the recent market movement allows for lower levels to average into the stocks.
12 March 2020
Alerts
To take advantage of the market's recent movements, we're adding to our positions in Bed Bath & Beyond, Inc. (BBBY), Canadian Solar, Inc. (CSIQ) and Fox Corp. (FOXA) on their fundamentals that remain intact. These companies' current levels now warrant increases to their Model Portfolio positions. See the links below for more details and respective analyses/alerts.
10 March 2020
Alerts
In its third consecutive earnings beat since entering the Special Situations Model Portfolio, Fox Corp. (FOXA) has another strong quarter behind it supported by ad revenue from the Super Bowl and the popularity of its original programming. With the election cycle about to kick into high gear, the company is confident in executing its planned share buyback program and continue its current growth trajectory.
11 February 2020
Alerts
The agriculture space has seen flooding across the US, foreign exchange and raw material cost volatility, and variable crop prices, but despite all these challenges, Corteva, Inc. (CTVA) demonstrated its strengths in its Q4FY19 and FY19 earnings last week (January 30). The earnings outperformance was supported by cost synergies realized since the Spinoff from DuPont de Nemours, Inc. (DD), with a new share repurchase program, annual dividend and inorganic growth ahead for shareholders.
03 February 2020
Alerts
A director on ConAgra Brands, Inc.'s (CAG) board made two open market purchases over the New Year (Dec 31 and Jan 2) totaling 40,000 shares and increasing his stake by +114%. We previously examined his first ever open market purchase in CAG back in July, from which he made +28% returns to the date of his new purchases. In that July 2019 alert we noted his history of strong returns from his investments, and the trend continues in CAG now. Time to follow this smart insider again.
15 January 2020
Alerts
Amazon, Inc. (AMZN) is in a prime position to make a bid for eBay, Inc. (EBAY) in 2020 (and can afford to do so in cash) after a decade which saw the departure of two CEO’s forced out by activist giants. According to analysis of potential synergies from The Edge (who source under-performing companies for activist involvement, Special Situations and Spinoffs), eBay has had more than its fair share of outsider intervention since it bought PayPal, Inc. (PYPL) in August 2002 for $1.5 billion.
31 December 2019