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The Edge (13)

Company Analysis
May 03. 2017

Johnson and Johnson (JNJ): Remicade Not the Only Concern for Investors

Prior to Johnson & Johnson’s 1Q results on April 18, investors were concerned about the outlook for the Pharmaceutical segment. ...

Company Analysis
May 01. 2017

Chipotle (CMG): Consensus Moves Up Post 1Q Results, but Outlook Still Muddled

Chipotle reported fiscal 1Q17 results last Wednesday after the close that were well-above expectations on earnings. Management also reiterated ...

Company Analysis
Apr 26. 2017

Home Depot and Lowe’s: Will Lowe’s Catch Up to Home Depot in 2017?

Investors are closely watching Lowe’s performance as the company has closed the performance gap with Home Depot over the last several quarters. In 4Q, Lowe’s comparable store ...

Company Analysis
Apr 25. 2017

AMZN: Investors Increasingly Bullish on Longer-Term Outlook

Investors have become increasingly bullish on Amazon over the last month with the stock up 7% compared to the S&P’s gain of 1% as of ...

Company Analysis
Apr 24. 2017

How Will The Role Of Amazon Web Services Change In The Future?

Amazon’s AWS (Amazon Web Services) segment is expected to continue to play an increasing role in total company revenue, according to current ...

Company Analysis
Apr 14. 2017

Microsoft: Will Azure Catch Up to AWS?

Microsoft's core franchise, the More Personal Computing segment, remains a large portion of the business at 44% of revenue, but Visible Alpha’s consensus estimates suggest the ...

Company Analysis
Apr 13. 2017

Netflix: Long Term Margin Expectations May Be Optimistic In Light Of Slowing Growth, Higher Content Costs

Netflix (NFLX) will report 1Q17 results after the market close on Monday, April 17th. While investors will pay special attention to NFLX’s ability to grow its international ...

Company Analysis
Apr 12. 2017

Costco: Recent Sales Trends and Upcoming Membership Fee Increase In Focus

Costco reported March monthly sales last week that demonstrated continued comparable store sales acceleration. The company reported 6% comparable store sales growth (including ...

Company Analysis
Apr 10. 2017

Urban Outfitters (URBN): A Quick Take on Store Sales Growth

One week ago, Urban Outfitters (URBN) released its 10K which disclosed that 1Q (ending April) quarter-to-date trends were down mid-single digits. This compared to consensus ...

Company Analysis
Apr 05. 2017

What Do Analysts Expect from the iPhone 8 Launch?

Visible Alpha consensus data for Apple’s (AAPL) iPhone models indicate growth of 9% in unit volume and 2% in average selling price (ASP) for FY2018. Compared to the first year ...