If you`re a big fan of James Bond, you
already know what Aston Martin is. The British company are the main
supplier of cars to 007. But will James Bond be linked to the new SUV
in the future? Probably not, because the target for the new vehicle
is wealthy women.
Most of the British company`s current customers are men, so they want to widen its appeal to women with this long-awaited £158,000 DBX model. The new car goes from 0-62mph in 4-5 seconds and have a top speed of 181mph.
A new car travels 51,7mpg on average in
the UK, which is more than twice as much as Aston Martins at 19,7
miles per gallon of petrol. The comapny said it «targeted» 269g of
CO2 emissions per kilometre, compared with an average of 120,4g/km of
new cars registered in the EU.
Aston Martin is a British independent manufacturer of luxury cars and it was founded in 1913. The 106 year old carmaker has gone bankrupt seven times and the stock has been declining for a long time, so they need a boost to get back in balance again. Maybe the new DBX can help the company to reach their goal. The stock went up 2,01% after their release earlier today, on Wednesday.
The DBX is designed to compete against
Bentley`s £133,000 Bentayga, Rolls-Royce`s £264,000 Cullinan,
Porsche`s £101,000 Cayenne Turbo and Lamborghini`s £160,000 Urus.
They launched the car simultaneously in
Los Angeles and Beijing and said the DBX had been «very deliberately
created with instant familiarity and ease of use from the start».
The company hopes to roll-off its production line in spring 2020.
Lowe`s Companies will report earnings
before the market opens on Wednesday 20, and the consensus EPS
forecast for the quarter is $1,35. That`s much better than last years
$1,04 at the same time.
EPS at $1,35 will be a jump of +29,8 percent YoY, and revenue is estimated to be $17,69 billion. Lowe`s are joining Trump`s economic boom in the market and have so far jumped 25 percent in 2019. I think they can feel the boost of the Fed`s interest rate cuts.
Builders started construction on new
homes at a pace of 1,314 million in October, the Commerce Department
reproted Tuesday. Housing starts were up 3,8 percent from revised
1,266 million in
September and 8,5 percent higher than
the same month last year.
Building permits for privately-owning
housing units were authorized at a seasonally-adjusted rate of 1,461
million, and that was 5 percent above the revised pace of 1,391
million set in September, and 14 percent above last year`s rate.
This was the fastest rate of
building-permit authorizations recorded since 2007. Permits for
new-home construction hits post-recession record high in October.
Home Depot dropped yesterday after the
company cut full-year sales growth guidance. They reported $2,53 in
EPS. Wall Street predicted $2,52, but the results are looking fine.
Comparable store sales growth in 2019 will be 3,5 percent compared
with pror guidance of 4 pecent, the management of Home Depot said.
Lowe`s dropped 1,42 percent yesterday while Home Depot dropped 5,46 percent. Lowe was dragged down by Home Depot. Will Lowe turn that around on Wednesday? Lowe`s has a call scheduled for 9 a.m ET on Wednesday.
So far, it has been a good earnings
season with a higher than average seventy-five percent of S&P 500
companies that have reported beating expectations. That was strong
enough to push the stock market to record highs.
On Tuesday 19, Home Depot will report earnings before market open. The report will be for the fiscal Quarter ending October 2019, and the consensus EPS for the quarter is $2,52, which is up from the same quarter last year at $2,51.
The Home Depot is the largest home
improvement retailer in the United States, and considered to be the
best run retailer in the world. I have been watching this stock for
years and it`s interesting and funny to see that they beat estimates
time after time.
Home Depot opened up two stores 40
years ago. In 1979, the first two stores, built in spaces leased from
J.C Penny that werw originally Treasure Island «hypermarket». As of
October 20, 2019, they have 2,285 locations and 413,000 employees.
The founders created a company to keep alive the values that were important to them; Values like respect among all people, excellent customer service and giving back to communities and society.
In December 2006. the Home Depot
announced its acquistion of the Chinese home improvement retailer The
Home Way. The acquisition gave the Home Depot an immediate presence
in China, with 12 stores in six cities.
But the Home Depot didn`t succeed in
China. They lack of success in China has been attributed t o the
disconnect between The Home Depot`s do-it-yourself ethos and Chinese
culture. The market in China is more of a do-it-for-me culture.
So, as of April 2011, Home Depot shut
its last Beijing store, the fifth Home Depot to close in China in the
previous two years. As of September 16, 2012, all seven of the box
stores in China had been shut down, and they has no immediate plans
to further expand its specialty stores in China.
The US-China trade war is risky but the
impeachment is even more risky. They want to impeach a president that
have done so much for its own people, and tax cuts and many reforms
have boosted to U.S economy.
Strong consumer activity and low
interest rate is helping companies like Home Depot, and this is why
they beat earnings all the time. At least for the last two years. But
according to DM Martin`s Research, the RMI (remodeling market index)
and future bid activity have come off their 2017 peaks in the past
The management doesn`t seems to be concerned about the demand. Last quarter they said; «Current health of the U.S consumer and a stable housing environment» was postive for them. Its difficult not to be bullish, and share repurchase can push the EPS higher.
Amazon is expected to report earnings
on Thursday 24 after market close, and the consensus EPS forecast for
the quarter is $4,46, and that is below the reported earnings for the
same quarter last year that came in at $5,75.
I have been watching Amazon for two decades and it`s a big surprice to see that the company is still interesting. The company has been growing since the late 90`s and have now become a huge conglomerate with many businesses on top of its core business.
Cloud computing is one of the biggest
winners at the conglomerate at the moment, and that`s also one of the
biggest reasons why investors are holding their shares. It`s not
their e-commerce business I`m looking at right now. It`s simply AWS
(Amazon Web Services).
AWS made up about two-thirds of
Amazon`s operating income last quarter. 13% of Amazon`s revenue comes
from AWS. This is one of the most interesting part of the
conglomerate with its great business model.
AWS grew 49% in the same quarter last
year, and last quarter AWS reported a 37% growth and that is still a
very great number. But it costs. Last quarter, Amazon reported that
they had invested heavily in AWS.
Amazon added more personnel to the
marketing team as well as the AWS`s technical team. Money makes
money, and these investments should pay off in the long run.
Amazon have big competitors out there
and one of the biggest are Rakuten in Japan and Alibaba in China. I
receive many packages from them all and free and fast delivery is
critical important to them all.
Jeff Bezos knows it and that`s why they now are in direct competition with FedEx and UPS to name a few. Amazon have recently started to ship third-party goods through its own logistics system, and that`s probably why FedEx made a decision to cut ties with them. This is probably why FedEx also reported negative results in its recent earnings.
According to Rakuten, Amazon has gone
from shipping 15% of its own packages in 2017 to 50% today. Will they
continue to ship its own packages through its own logistics system,
and what is the percentage?
The shipping cost accelerated and can
increase. On top of that Amazon still have its one-day shipping
strategy which is a strategy not all of the e-commerce giants can
follow up. I receive many packages from Ebay and sometimes it can
take weeks and months to see the item arrive. But they have a
Investors should look at it in the long run and keep in mind that the shipping cost can drop when the drones are coming to play the game. But it remain to see when that is happening.
McDonald`s Corporations is expected to
report earnings on Tuesday 22 before market open, and the reported
EPS forecast for the fiscal Quarter ending September 2019 is $2,21
which is up from last years $2,1 for the same quarter.
So far this year, the stock is up 17% and that is 2% lower than the S&P 500. Nor is it as good as its restaurant peers. Earnings is expected to be $2,21 a share on revenue of $5,48 billion. Previous quarter, they had an earnings of $2,05 a share and revenue of $5,34 billion.
Analysts have praised McDonald`s use of
technology and their investments in AI, but also its experience of
the Future restaurant remodeling.
Earlier this summer, McDonald`s partnered with Doordash to expand new sales in the direct delivery market. A direct attack on Uber Technologies’ Uber Eats.
McDonald`s is the largest food
restaurant in the world and their move to adopt plant-based protein
patties for Beyond Meat can give McDonald`s a boost. This is a pilot
project and it doesn`t mean that fast food chains will stick to
keeping plant based products on the menu.
Beyond Meat is a huge success and
partnered with McDonald`s across 28 locations in Canada, but at the
same time the company`s burgers were pulled from locations in another
big regional Canadian fast food chain called Tim Hortons.
The demand for alternative proteins continues to skyrocket and analysts expect that the plant based products will take a huge bite of the traditional meat industry over the next decade. Barclays believe the market for alternative proteins could hit $140 billion by 2029.