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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
Significant cluster open market purchases made by insiders at Bunge Ltd (BG) prompted an entry into the Model Portfolio on April 9, 2020, with other factors involved as well (new CEO, potential Spinoff, activist involvement). The confidence of the management, coupled with the temporary nature of the hits taken due to the ongoing Coronavirus pandemic, indicate to us BG will be able to recover and recommend increasing at these levels.
07 May 2020
Alerts
Given the current retail environment and widespread pandemic quarantine practices across the country, Bed Bath & Beyond, Inc. (BBBY) has seen a hit to its turnaround efforts, though this has been offset by a growing digital presence and increased cash balance. The turnaround plan is still on track to be delivered by CEO Mark Tritton by next month (May 2020), and we see the sharp decline in share price as a strong opportunity to accumulate BBBY ahead of its execution.
22 April 2020
Alerts
Canadian Solar, Inc. (CSIQ) beat both the market and its own expectations in this week's earnings report, and we are still positive on the potential for this company to perform a Spinoff of its MSS solar modules segment. The company's tight control of its supply chain and international footprint has helped to mitigate the impact of the ongoing COVID-19 outbreak, and a newly authorized share buyback program will help offset the recent selloff. Read on for more on this catalyst name.
27 March 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
Improving operations takes time, and Bed Bath & Beyond, Inc.'s (BBBY) continued efforts are no exception. Having brought on turnaround specialist Mark Tritton to right the ship, the company is making strides in improving its digital sales and is set to release its full turnaround plan in the Spring. In an interim update ahead of its Q4FY19 earnings (April 15, 2020), BBBY has revealed pressure on its revenue coming out of the holiday season, which provides a buy opportunity at lower levels.
12 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