Momentum

Let’s face it: Amazon’s online business model and Kindle e-book readers are a lot sexier than Macy’s bricks-and-mortar business selling everything from kitchen appliances and socks to designer handbags. As a result, the media may love talking about Amazon and its growth prospects, even though the much quieter Macy’s may prove to be a better [...]

The final segment of John Kozey’s three part mini-series, looking at stocks that might be likely mutual fund buys, focuses on the consumer cyclical sector. Three stocks rose to the top in Kozey’s analysis: media company CBS Corp. (CBS), global apparel firm VF Corp. (VFC) and private education company Apollo Group (APOL). Here’s why: All [...]

The industrial sector is the focus of the second segment of John Kozey’s three part mini-series looking at the stocks that might make it into next quarter’s portfolios.  His pick is the engine and power company Cummins (CMI). Here’s why: Kozey screened for individual stocks that had top quintile scores for StarMine’s Smart Holdings, Analyst [...]

Today, John Kozey, an equities analyst for Reuters Insider, starts another three part mini-series looking at what stocks might make it into next season’s portfolios, starting with Constellation Brands in the consumer staples sector. For his analysis John works with the StarMine SmartHoldings model, which was built to predict the stocks that mutual fund managers [...]

The global real estate markets have seen turbulent times in the last 2 years. The UK was no exception. Berkeley Group (BKG LN) is the 8th largest group in the real estate space in the UK, when measured by total volume. It engages in urban regeneration projects, with a heavy focus on London. Has BKG [...]

Trading and exchange technology provider Nasdaq Omx Group (NDAQ) has experienced a significant uptick in analyst expectations recently. Since August, 14 of the 18 analysts covering the stock raised their EPS estimates for the upcoming quarter. Not surprising since NDAQ’s revenue streams benefit from market volatility. This bullish sentiment is reflected in a StarMine Analyst [...]

Hermes International (RMS FP) is best known for luxury items such as silk ties and scarves, but the company’s stock price has also been turning heads, more than doubling over the past two years. Is the ride over? Not according to the StarMine Price Momentum model, where Hermes places in the top one percent of all [...]

Esprit Holdings (0330 HK) reported sharply lower earnings last Friday, closing down nearly 19% on a day that the Hang Seng closed up 1.4%. Earnings of HK$1.825 were significantly lower than the consensus of HK$2.450, which was correctly anticipated by the StarMine SmartEstimate, which had been warning of a likely negative surprise for several months. [...]

Over the past 60 days, Nissan Motor Co (7201 JP) shares have taken a pounding, falling by nearly 25%, from over ¥860 to its current level at ¥647. Our StarMine Price Momentum (Price Mo) Model has a low score of 20, reflecting some of this negative momentum. However, this may provide an opportunity for value [...]

While JetBlue (JBLU) may appear cheap on a relative value basis, StarMine’s analyst revisions and price momentum timing indicators suggest that bargain hunters may be rewarded for staying patient in the short term. The airlines stock is currently trading at 11.5x forward EPS, an apparent bargain compared to its trailing 12 month figure of 16.5x [...]