Category Archives: Stocks

by | December 2, 2019 · 7:51 pm

Cyber Monday sales hit $7,9 billion last year, but today it is estimated to hit $9,4 billion

People love days like this; Thanksgiving, Black Friday and Cyber Monday. So far, Black Friday has been very chaotic, but this time it was much better. This is very important days for all the retailers, So, how is it going for them this time?

It`s no doubt; Trump`s booming economy is working. Thanksgiving broke records with $4,2 billion in online sales. Black Friday also hit a new high. Consumers spent $7,4 billion online last friday buying goods online via computers, tablets and smartphones.

Smart people buy products on days like this, and if you are one those who didn`t use your card last week, you have a few hours to do it today. On Cyber Monday. And if you do, you will not be alone to do it.

Last year, Cyber Monday sales hit $7,9 billion, but today it is estimated to hit $9,4 billion, according to Adobe Analytics. If this holds, it will be a jump of 18,9% from last year.

Shoppers do not go to the stores on days like this. It`s all about online sales. Not only that. Extreme weather will also force some people to shop online, and shoppers are expected to spend $11 million per minute during the peak hour of 11:00 p.m ET.

The reason why the lines were thiny on Black Friday is the retailers early sales start. Retailers began sales in early November, so people didn`t wait until Black Friday or Cyber Monday this time. This also means less chaos.

In fact, Black Friday was predicted to be the busiest shopping day of the year in the U.S for shoppers to head out to stores, but people made it online on their shopping carts. Online spending on Black Friday hit a record of $5,4 billion, and that is up 22,3% from last year.

The winners in this game so far is Target, Best Buy and Walmart, while the department stores are still a little bit slower. Both, Target and Walmart saw bigger jumps in online customer spending than Amazon during the first two weeks of November.

Nordstrom had the biggest jump in online sales. Up 60%. Second is Walmart with a 53% jump, while Amazon on the third place jumped 49%, and that`s huge for an already Giant in online sales if you ask me.

Buy online and pick up in stores as well as curbside pickup services since November 1 have seen a 43,2% growth since 2018, according to Adobe. Shoppers have so far spent a record $72,1 billion online between November 1 and December 1. Shoppers are also on track to hit $143,7 billion in online sales for the full holiday season.

One of the most popular products on days like this is a Smartphone. So, it`s headed for a new online spending record next year. Or…..

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | November 20, 2019 · 8:15 pm

Will James Bond test the new Aston Martin DBX in the next 007 film?

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.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | November 19, 2019 · 7:28 pm

This is the fastest rate of building-permit authorizations recorded since 2007 and Lowe`s love it

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.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | November 18, 2019 · 8:36 pm

Home Depot is the largest home improvement retailer in the United States and the best run retailer in the world

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 several quarters.

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.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | October 22, 2019 · 7:00 pm

Fast delivery is very important to some e-commerce Giants

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.

Amazon increased the shipping cost but what happens when its drones are taking over?

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 different strategy.

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.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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