Back on April 28th shares of Whirlpool (WHR) declined 7% after the home appliance maker cut its full year earnings guidance to $9 to $10 a share vs $10.75 consensus, representing an 11% haircut. WHR gets …
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Shares of Whirlpool (WHR) are down 7% in the pre-market, The home appliance maker cut its full year earnings guidance to $9 to $10 a share vs $10.75 consensus, representing an 11% haircut. WHR gets …
Continue readingEvent: MELI reports its Q2 earnings today after the close. The options market is implying about a 8.25% one day move, which is above the 4 quarter average of 7% but below the 8 quarter …
Continue readingWhirlpool’s corporate results over the past 5 years are a microcosm of corporate America for a modern industrial company. Whirlpool grew sales 10% from 2009 to 2013, but earnings have more than doubled in that …
Continue readingBack on November 20th, we did a Deep Dive post on MELI, with the following conclusion: In sum, the macro risks for Latin America are well known, and MELI has grown admirably in spite of …
Continue readingA few weeks ago when Ford was trading near 6 month lows after their sales warning, we took a near term bullish view with defined risk. The stock has found some technical resistance at the …
Continue readingOn Wednesday Ford lowered their outlook for 2014 citing greater than expected new product launch expenses, adverse affect from strong Euro and weakness in Latin America. The stock had its worst one day drop in …
Continue readingUbiquiti first came to my attention after reading this Bloomberg Businessweek article about the company’s founder, Robert Pera, back in April of this year. The whole article is worth a read, but here’s the snapshot …
Continue readingContinuing on the theme of fallen leaders, MercadoLibre has fallen from a high of $145.99 on October 22nd, to a close of $108.61 yesterday. That’s a 25% drop in less than a month. MELI had …
Continue readingEarlier today Unilver (UN) issued a statement suggesting that Q3 sales decelerated in emerging markets partially the result of the strengthening Euro. As the Euro Zone recovers from the recessionary environment of the last few …
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