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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
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
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
Alerts
There's a potential stock crisis brewing that could offer up a nightmare before Christmas, despite historic US spending records on Black Friday and Cyber Monday. That’s according to The Edge after their analysis of retail sales over Black Friday and Cyber Monday confirmed the polarization of high-end and low-end retailers. All eyes will be on the major retail stocks as investors tentatively creep toward Christmas Eve trading following last year's crash.
17 December 2019
Alerts
Both former CEO's of General Electric Co. (NYSE: GE) should pay back their combined half-a-billion severance packages to restore their reputations. Jack Welsh was awarded $417 million dollars when he parachuted out of the company in 2001 and Jeff Immelt should do the same with the $211 million he took in 2017. So says The Edge, stating that the 130-year-old GE is as close to collapse as ever thanks to the legacy of systemic weakness left by 83-year-old Welch and his 63-year-old successor Immelt.
19 November 2019
Alerts
DuPont de Nemours, Inc. (DD) and Corteva, Inc. (CTVA) both have long-term catalysts offering a view toward growth over the coming years, though these positives will take time to play through for the companies. The long-anticipated merger of DuPont and Dow Chemical (completed in August 2017) and the subsequent Spinoffs in 2018 resulted in three pure-play giants in their respective industries, all of which are now able to leverage their respective strengths and look to the future.
19 November 2019
Alerts
Controversial fugitive John McAfee has launched an astonishing attack on Facebook’s planned cryptocurrency Libra by blasting it as an “abomination,” and he says it will give CEO Mark Zuckerberg never-before-seen domination over its users. McAfee, 74, who claims he’s on the run from the CIA, spoke exclusively to The Edge from his undisclosed hiding spot about his beta McAfeeDEX decentralized exchange. Read Jim's full interview and McAfee's thoughts on Forbes.
05 November 2019
Alerts
The Beverly Hills-based activist who is spearheading the turnaround of Bed Bath & Beyond, Inc. (NASDAQ: BBBY) says investors can expect new highs as his plan to reinvigorate the struggling retailer gathers pace. Christopher S. Kiper, 48, co-founder and managing director of seven year-old Legion Partners who previously worked for the Disney family’s Shamrock Capital Advisors, is convinced the true value of the stock has yet to bear fruit.
29 October 2019
Alerts
With its 75th birthday right around the corner in January, Mattel, Inc. (NASDAQ: MAT) faces one of the biggest crises of its life in a perfect storm that could spell game-over if a recession bites. The company, which unleashed the iconic Barbie brand to the world 60 years ago, is struggling with its $3 billion debt and is facing a probe as to whether it violated federal securities laws.
22 October 2019
Alerts
It’s become an international brand giant with 373 stores in 12 countries and employing 75,000 staff, and this could just be the tip of the iceberg for Primark if the board of Associated British Foods Plc (LON: ABF) capitalize on its growth and decide to Spinoff the crown jewel segment. According to The Edge, Primark is the epicenter of growth at ABF, but its actual value is not achieved in the company’s current share price due to the weak fundamentals of the other businesses.
15 October 2019