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The Edge | Johnathan Ritucci

Company Analysis Company Analysis - Materials Company Analysis - Consumer Staples
Jul 13, 2022

Higher Container Rates, Fuel Costs Revisions Lead Target's Margin Warning

Target (TGT) recently lowered its 2022 guidance for operating margins, citing excess inventory and higher transportation costs. Target's statements echo what other retailers, ...

Company Analysis - Materials
Jan 15, 2021

Rising Gold Price Lifts Newmont and Barrick Growth Estimates

Analysts have raised revenue growth estimates for the world’s two largest gold mining companies – Newmont Corporation (NYSE:NEM) and Barrick Gold Corporation (TSX: ABX, ...

Company Analysis - Consumer Discretionary
Dec 18, 2020

Analysts Boost U.S. Home Builder Estimates In Wake Of Covid-19

Analysts are forecasting a more opportunistic growth and profitability outlook for U.S. home builders than before the pandemic started. Residential housing is experiencing ...

Company Analysis - Industrials
Jun 30, 2020

Analysts See Long Route To Recovery For European Airport Operators

The novel coronavirus pandemic was timed poorly for major European airport operators (Aena, Fraport and Aéroports de Paris) that were already facing headwinds from regulators ...

Company Analysis - Consumer Discretionary
Jun 19, 2020

Hotel Stocks Now Valued Higher Than Before Covid-19

The hotel industry is facing headwinds caused by the Covid-19 pandemic, which brought leisure and business travel to a virtual standstill in the first half of 2020. Now, as ...

Company Analysis - Consumer Discretionary
Jun 12, 2020

Analysts Still Forecast Slow Recovery For Cruise Liners

The cruise industry was severely hurt by the novel coronavirus pandemic after multiple ships were quarantined at sea for extended periods of time, leading to a ...

Company Analysis - Health Care
Jun 08, 2020

Moderna’s Covid-19 Vaccine Estimates Highlight Analyst Disharmony

Moderna’s novel coronavirus vaccine (mRNA-1273) is a front-running candidate to be one of the first available to market. If successful, the vaccine would also be the world’s ...

Company Analysis - Industrials
May 19, 2020

Major U.S. Airlines Are Not Expected To Recover From Covid Until 2022 At The Earliest

Wall Street analysts believe the four largest U.S. airlines – Delta (DAL), United (UAL), American (AAL) and Southwest (LUV) – will lose 50-60% of their revenue from Covid-19 as ...

Company Analysis - Technology
May 13, 2020

Snapchat, Facebook Expected To Weather Covid-19 Storm Better Than Peers

The Covid-19 pandemic is shifting a larger portion of consumer budgets online and shaking up the digital advertising industry. Analysts believe Snapchat and Facebook are best ...

Company Analysis - Health Care
May 06, 2020

Gilead Analysts Begin Forecasting Remdesivir Sales for Covid-19 Treatment

The U.S. Food and Drug Administration (FDA) recently approved Gilead’s antiviral Remdesivir for emergency use authorization (EUA) as a treatment for COVID-19 in severe stages. ...