Category Archives: Stocks

by | October 21, 2019 · 8:35 pm

The market for alternative proteins could hit $140 billion by 2029

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.

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 | September 11, 2019 · 6:19 pm

Porsche Taycan Turbo S accelerates from zero to 100 km/h in 2,8 seconds and has a range of up to 450 kilometres

Porsche is out with a new car. Not an ordinary car but an EV. Porsche presented its first fully-electric sports car to the world a week ago. We all know Elon Musk`s Tesla success but Porsche is the real big electical pioneer where the electric powertrain is embedded deep in the Porsche DNA.

Ferdinand Porsche, later the founder of the company of the same name, was fascinated by electicity even as a teenager. As early as 1893, the 18-year-old installed an elctric lighting system in his parents house. Over 100 years later, Porsche is out with the brand new Porsche Taycan.

«The Taycan links our heritage to the future. It comes forward the success story of our brand – a brand that has fascinated an thrilled people the world over for more than 70 years,» said Oliver Blume, Chairman of the Executive Board of Porsche AG.

Porsche has announced the name of its first full-electric sports car during the official celebration of the anniversary «70 years Porsche sports car» – Taycan. The name translates as «living young horse», referring the center of the Porsche crest.

«Our new electric sports car is athletic and performance-oriented; a car that is capable of longer distances, and represents freedom», explains Oliver Blume. Here comes the first electric sports car with the soul of a Porsche, he said.

The first models in the new series are the Taycan Turbo S and Taycan Turbo. They are at the cutting edge of Porsche E-Performance and are among the most powerful production models that the sports car manufacturer currently has in its product range.

The Taycan Turbo S accelerates from zero to 100 km/h in 2,8 seconds and has a range of up to 450 kilometres. The top speed is 260 km/h. The Taycan is also the first production vehicle with a system voltage of 800 volts instead of usual 400 volts for electric cars.

This is a particular advantage for Taycan drivers on the road; in just over five minutes, the battery can be recharged using direct current (DC) from the high-power chargin network for a range of up to 100 kilometres.

By 2020, Porsche will have invested more than 6 Billion euros in elctromobility. In other words; there are more to come.

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 | August 20, 2019 · 7:15 pm

Target Corporation are modernizing the overall design of stores

I`m watching the retailer market closely and Target is one of them along with Walmart. Target Corporation is the eitht-largest retailer in the U.S, and they operates 1,851 stores throughout the U.S.

Their retail formats include the discount store Target, the hypermarket Super Target, and «small-format» stores previously named City Target and TargetExpress before being under the Taget branding.

Target is often recognized for its emphasis on «the needs of its younger, image-conscious shoppers», whereas its rival Walmart more heavily relies on its strategy of «always low prices». The company is expected to report earnings on Wednesday 21, before market open.

The report will be for the fiscal Quarter ending July this year, and the consensus EPS forecast for the quarter is $1,62. The same quarter last year was $1,47. The consensus revenue estimate is $18,32 Billion and that`s up +4,4 percent YoY.

Target has a strong first quarter performance and digital sales will continue to help the top line. We saw Walmart had a very impressive second quarter numbers. Can Target match Walmart in the retail business? If they can follow its 1Q19 results that was robust, we will see growth in digital sales.

They do it well with their «same-day pickup», curbside service and Shipt. Retailers like Target and Walmart also have another story to tell when it comes to foot traffic than many of the trendy fitness retailers.

Target spend a lot of money to improve its stores. Will this continue? Probably, because they has remodeled «only» 400 stores so far in the last two years. They are planning to remodel an additional 600 stores over the next two years.

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 | August 19, 2019 · 7:33 pm

Home Depot is a quality stock and beats earnings time after time

Home Depot is expected to report earnings on Tuesday 20, before market open, and the report will be for the fiscal Quarter ending in July this year. The consensus EPS for the quarter is $3,08 and that`s a little bit higher than last year at the same at $3,05. The consensus revenue estimate is $31,01 Billion and that`s up 1,8 percent YoY.

This is a high quality stock and the rise from the financial crisis has been massiv. Home Depot has beaten EPS estimates 100 percent of the time over the last two years. Revenue estimates is beaten 75 percent of the time.

This is the holiday quarter for Home Depot. A different retailer than others that are struggling with e-commerce and malls. Do we see any recession here? Not at all. The consumers spend money at Home Depot and they can afford to do it because they have jobs and money. That puts the company in the same folder as Walmart.

Home Depot scheduled a conference call at 9 a.m Eastern time on Tuesday 20, 2019.

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 | August 14, 2019 · 8:34 pm

Walmart`s online business is growing but it has come at a cost to profitability

Walmart is the world`s third largest employer by numer of employees. 2,2 million worldwide last year with 1,5 million in the U.S and 700,000 international. Walmart Inc is an American mutinational retail corporation that operates a chain of hypermarkets, discount department stores and grocery stores.

The company is expedted to report earnings on Thursday 15 before market open. The report wil be for the fiscal Quarter ending July 2019. The consensus EPS forecast for the quarter is $1,22, and the report for the same quarter last year was $1,29.

As of April 30, 2019, Walmart has 11,368 stores and clubs in 27 countries, operating under 55 different names. The company is the world`s largest company by revenue, with US$514,405 billion. It is a publicly traded family-owned business, as the company is controlled by the Walton family.

So far in 2019, Walmart is the largest U.S grocery retailer, and 65 percent of Walmart`s US$510,329 billion sales came from U.S operations. Their investments outside America have seen mixed results. Its operations and subsidiaries in the U.K, Central and South America, and China are highly successful, whereas its venture failed in Germany and South Korea.

Their approach to Amazon`s busines model and international expansion will continue to lift the company further. The street is looking for a top-line growth of 1,7 percent but there is concerns over the impact of trade war.

Many investors will watch out for the margins on the report as the cost of some of the goods are changing. JPMorgan has estimated in a report that the company could see up to 40 percent reduction in operating profit because of the tariffs on Chinese imports. But that will have an impact on the next quarter.

The online sales is a success and its going straight up. The e-commerce activity are up 37 percent YoY. They compete with Amazon and they are both speeding up their delivery times. In my recent article the headline was retail acopalypse, but what about Walmart?

They have also closed a lot of stores but Walmart has the best developed web grocery business with 2,450 stores offering curbside order pickup.

Walmart`s online growth has come at a cost to profitability, though. Gross margins of 24,3 percent were in line with analysts estimates but did mark a slight YoY contraction. That can be attributed to higher labor costs, plus online sales that typically deliver lower margins that in-store sales.

The company also said in a report that transportation expenses have eased somewhat this year. CFO Brett Biggs recently said; “Our first quarter results put us in a good position to achieve full-year goals.”

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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