Tag Archives: COST

Walmart and Sears Get Lowest Customer Satisfaction Ratings

The recently published 2017 American Customer Satisfaction Index (ACSI) for retail stores and websites shows that customer satisfaction is down slightly overall from a record high posted in 2016. The retail sector slipped 0.3% overall from an index score of 78.4 to 78.1.

Department stores and specialty retailers lost the most ground, likely due to continuing satisfaction from shopping online. Walmart Inc. (NYSE: WMT) dropped one point to 71, the lowest among the department/discount stores included in the survey. Sears Holdings Corp. (NASDAQ: SHLD) tied with Dollar General Inc. (NYSE: DG) at a next-lowest 73.

One bit of good news for Walmart is that its Sam’s Club warehouse stores scored an 80 to tie for third behind Costco Wholesale Corp. (NASDAQ: COST) at 83 and Nordstrom Inc. (NYSE: JWN) at 81.

Amazon.com Inc. (NASDAQ: AMZN) once again led online retailers with an index score of 85. The average score among all online retailers was 82 and no online store scored below 81. Even so, the average score dipped 1.2% year over year. ACSI noted:

[Online] remains by far the most satisfying place to shop. The industry’s decline is the result of weaker scores for companies at either end of the size scale. Amazon (accounting for 43& of the total online sales), recedes 1% to 85. The bulk of the category, however, is made up of smaller online retailers and the websites of brick-and-mortar stores.

Walmart was included in the ACSI’s “all others” category for online retailers.

Among supermarkets, Walmart again finished dead last with an index score of 73 versus an average of 79 and a high for Publix of 86. Costco scored 83 while Kroger Co. (NYSE: KR) and Amazon’s Whole Foods both scored 81.

Walmart also was the lowest scoring retailer for health and personal care stores, with an index score of 75 against an average of 79. Sears’ Kmart stores tied with Kroger for the top score of 80.

Home Depot Inc. (NYSE: HD) was the lowest scoring specialty store with an index score of 76 versus a category average of 79. The best score went to L Brands Inc. (NYSE: LB) with a score of 85 at its Victoria’s Secret and Bath & Body Works stores. Sporting goods retailer Cabela’s, now part of Bass Pro Shops, ranked second with a score of 82.

ALSO READ: Wall Street Very Positive on Retail: 5 Top Stocks to Buy Now

stock market sectors

U.S. stocks closed higher Friday on a stronger-than-expected February jobs report, but major benchmarks snapped multiweek winning streaks as oil prices weighed on markets over the past five sessions.

The S&P 500 index SPX, +0.33% gained 7.73 points, or 0.3%, to close at 2,372.60, as the industrials, utilities and telecom sectors led gainers, while the financials, real-estate and energy sectors weighed on the index.

stock market sectors: ProShares UltraShort Nasdaq Biotechnology(BIS)

Advisors’ Opinion:

  • [By Jim Robertson]

    Yesterday, our Elite Opportunity Pronewsletter suggested the ProShares UltraShort Nasdaq Biotech (NASDAQ: BIS) and Direxion Daily S&P Biotech Bear 3X Shares (NYSEARCA: LABD) as ways to short biotech onshort termweakness in the sector, but our suggestion comes with a long termcaveat:

stock market sectors: H&R Block, Inc.(HRB)

Advisors’ Opinion:

  • [By Ben Levisohn]

    H&R Block (HRB) soared to the top of the S&P 500 today after reporting better than expected earnings and sales.

    Agence France-Presse/Getty Images

    H&R Block gained 15% to $23.95 today, while the S&P 500 fell 0.2% to 2,362.98.

    Barrington Research’s Alexander Paris andChris Howe write that “early tax season results [are] encouraging” for H&R Block. They explain why:

    Managements long-term goal is to grow clients in both the Assisted and DDIY categories. While it will not grow clients in tax season 2017, management expects to significantly reduce client losses. Its approach to tax season 2017 includes changes in all customer facing areas of the business, including its sales and service model, promotion pricing and products (its Refund Advance product, free federal 1040EZ in its offices and free federal 1040EZ/1040A and state filing DDIY offering), and marketing. Through the first half of the tax season, H&R Blocks client volumes have improved and the company is achieving share gains in both the Assisted and DDIY categories. In total, the IRS reported a decline in e-files of 10% through February 24 compared to HRBs decline of 7%. In the Assisted category, HRB outperformed the industry with a decline of 8% compared to the IRS reported decline of 13%. In the DDIY category, HRB outperformed the industry with a decline of 5% com pared to the IRS reported decline of 8%. While overall industry and HRB volume is expected to improve in the second half of the tax season, HRBs performance relative to the industry is expected to moderate as its Free Federal 1040EZ and Refund Advance promotions ended February 28.

    H&R Block’s market capitalization rose to $5 billion today from $4.3 billion yesterday.

  • [By Dan Caplinger]

    Even with the volatility, some stocks shined, and H&R Block (NYSE:HRB), PPG Industries (NYSE:PPG), and Global Blood Therapeutics (NASDAQ:GBT) were among the best performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.

  • [By Neha Chamaria, Rich Smith, and Reuben Gregg Brewer]

    So when we asked some of our contributors to name such “boring” dividend stocks that they vouch for and believe are great picks for income investors, they came up with three really interesting names from two different industries for you to consider: Toronto Dominion Bank(NYSE:TD),H&R Block(NYSE:HRB), and NextEra Energy, Inc.(NYSE:NEE).

  • [By Danny Vena]

    H&R Block, Inc. (NYSE:HRB) is hoping to change all that. This year, it’s partnering with IBM’s (NYSE:IBM) Watson to bring the capabilities of artificial intelligence (AI) to tax return preparation. This would seem a natural fit for theJeopardy!-winning supercomputer.

  • [By Ben Levisohn]

    H&R Block (HRB) has climbed 3.1% to $22.20 after beating earnings forecasts by a penny and hiking its dividend.

    Cliffs Natural Resources (CLF) has gained 1.2% to $5.16 after getting upgraded to Outperform from Market Perform at Macquarie.

  • [By Lisa Levin]

    H & R Block Inc (NYSE: HRB) was down, falling around 14 percent to $20.42 as the company reported a disappointing tax season. The company announced plans to lower 13 percent of its workforce. Oppenheimer downgraded H&R Block from Outperform to Perform.

stock market sectors: Zynga Inc.(ZNGA)

Advisors’ Opinion:

  • [By David Zeiler]

    Institutional Venture Partners was the VC firm that led the round. IVP focuses on tech startups, having backed such names as Snap Inc. (NYSE: SNAP), Twitter Inc. (NYSE: TWTR), Zynga Inc. (Nasdaq: ZNGA), and Dropbox Inc.

  • [By Andrew Tonner]

    IPOs like Snap are a rare breed. In looking for companies comparable to it, I looked for listings that sported a post-IPO valuation above $5 billion, went pubic after 2010, and employ a consumer-facing business model. This resulted in an admittedly small sample of highly hyped tech IPOs including Facebook (NASDAQ:FB), Twitter (NYSE:TWTR), Groupon (NASDAQ:GRPN), and Zynga (NASDAQ:ZNGA). For transparency’s sake, I opted to not include Chinese e-commerce giant Alibaba in this list because its geographic focus and scale made it fundamentally different than the above tech IPOs, although including it wouldn’t have changed the outcome of this analysis.

  • [By Shanthi Rexaline]

    Most tech companies opt to have the dual class structure with the primary motive of retaining voting control. Facebook Inc (NASDAQ: FB), Zynga Inc (NASDAQ: ZNGA), Groupon Inc (NASDAQ: GRPN) and Box Inc (NYSE: BOX) are a few companies who went the dual class stock structure way.

  • [By Paul Ausick]

    According to the Financial Times, a total of 13 companies, including Zynga Inc. (NASDAQ: ZNGA) and Sears Holdings Corp. (NASDAQ: SHLD) saw shares rise to $123. For Zynga, that represented a 3,000% boost; for Sears, a 1,000% surge. Four companies, including Amazon and Alphabet Inc. (NASDAQ: GOOGL) fell more than 85% as a result of the glitch.

stock market sectors: Costco Wholesale Corporation(COST)

Advisors’ Opinion:

  • [By Daniel B. Kline]

    Costco (NASDAQ:COST) continues to squander an opportunity by operating as if the internet has not become a major factor in retail.

    The company has proven resilient in the face of digital competitors led by Amazon (NASDAQ:AMZN). While other retailers are shuttering stores, losing sales, and generally fighting for survival, the warehouse chain has not had that problem.

  • [By Ben Levisohn]

    When Costco Wholesale (COST) announced its fiscal first-quarter earnings in December, its shares rose 1.3%, despite initial disappointment. And next month, Costco will release its December sales, which should show whether that reaction was justified. Baird’s Peter Benedict and team offer a preview:

    Getty Images

    Modeling December “core” comps (ex-gas/FX) of 2%-3% (reported comps also 2%-3% vs. Street’s initial 1.8%E), with the slight uptick from November’s 2% core supported by easier compares, stronger trends exiting/entering November/December, and more seasonable weather. Looking ahead to CY17, prospects for further improvement in underlying comp trends appear good as compares continue to ease and tobacco-related headwinds are cycled (in the spring). When combined with a potential U.S./Canadian fee increase (and perhaps even another special dividend), we reiterate our Outperform rating/$175 price target.

    Shares of Costco Wholesale have ticked up 0.1% to $161.19 at 2:58 p.m. today.

  • [By Dan Caplinger]

    Costco Wholesale (NASDAQ:COST) has produced long-term success that most of its retail peers can only wish they had. Yet even though the company’s warehouse retail business model has proven tougher than expected to emulate, Costco still has had to deal with the negative impact from online competition and a change in the way people like to shop. Costco will release its fiscal second-quarter financial report on Thursday, March 2, and investors want to see continued gains in sales and earnings that will prove that the warehouse retailer’s business is still healthy.

  • [By Ben Levisohn]

    Costco Wholesale (COST) has risen 9% during the past 12 months of trading, less than half the S&P 500′s 21% gain during the same period. But that underperformance didn’t stop Barron’s Teresa Rivas from urging investors to “put Costco in your shopping cart” in December, or Oppenheimer from calling Costco one of the most intriguing names in large-cap retail last week. Now Goldman Sachs analyst Matthew Fassler and team have added Costco to the firm’s Conviction List, while reiterating their Buy rating. They explain why:

    Getty Images

    We believe the company is on the cusp of the earnings acceleration we cited when we upgraded the stock to Buy last spring, aided by its recent credit card deal both the incremental traffic associated with more attractive cashback incentives and expense cushion associated with new terms. We also like the firms attractive positioning as a low-cost/low-priced operator in the challenging retail environment. Our estimates stand above consensus. The stock is trading below long-run relative P/E averages despite the anticipated earnings recovery. Our $187, 12-month price target implies 14% upside.

    Shares of Costco Wholesale aren’t getting a boost from the upgrade this morning, however. Its shares have dipped 0.2% to $163.98 at 10:17 a.m. today.

  • [By Daniel Sparks]

    2. Costco (NASDAQ:COST): With Costco stock, investors will have to pay a greater premium for the company’s earnings than they’ll have to pay for Apple. Costco stock has a P/E ratioof about 30. But there’s good reason for Costco’s steep valuation: Not only has the company carved out a strong, enduring competitive advantage for itself by gaining a cost advantage through economies of scale and wildly efficient operations, but management has also consistently improved operations. This is particularly evident by Costco’s swelling net profit margin, which has increased from 1.7% to 2% between 2012 and 2016 — a big and important gain for a warehouse bulk retailer.

  • [By Paul Ausick]

    Costco Wholesale Corp. (NASDAQ: COST) reported fiscal 2017 third-quarter results after markets closed on Thursday. The big box club store posted quarterly diluted earnings per share (EPS) of $1.59 on revenue of $28.22 billion. In the same period a year ago, Costco reported EPS of $1.24 on revenue of $26.15 billion. Third-quarter results compare to the Thomson Reuters consensus estimates for EPS of $1.31 and $28.54 billion in revenue.

automated stock trading


Over the past year, NVIDIA’s (NASDAQ:NVDA) stock has rocketed to the stratosphere, up some 300%, and that means the GPU maker’s financial results are more scrutinized than ever. When NVIDIA announces fourth-quarter earnings results on Thursday, Feb. 9, investors will be looking to see if it can prove itself worthy of its rich valuation.

NVIDIA’s gaming and automotive segments had generated impressive growth of 63% and 61%, respectively, in the fiscal third quarter. Analysts are expecting this growth to have continued in the fourth quarter.

For all the talk about NVIDIA’s efforts in artificial intelligence and autonomous vehicles, gaming revenue is the largest operating segment and has been the main driver of growth in recent quarters, so it is important this segment continues to post strong results.

automated stock trading: PetroShare Corp. (PRHR)

Advisors’ Opinion:


    Just one company joined the calendar, micro-cap gunshot detector ShotSpotter (Pending:SSTI), and one micro-cap company filed, DJ Basin E&P PetroShare (OTCQB:PRHR). We had expected more JOBS-Act filers this week as Monday marked the first day to file for companies preparing for post-Memorial Day launches.

automated stock trading: TD Ameritrade Holding Corporation(AMTD)

Advisors’ Opinion:

  • [By Chris Dier-Scalise]

    After a another month of record highs for the Dow Jones Industrial Average, which surpassed the $21,000 mark, and the S&P 500, which topped $2,400, TD Ameritrade Holding Corp. (NASDAQ: AMTD) released its March report for the Investor Movement Index. Tracking retail investor movement in and out of equities, the IMX, like the markets at large, hit a new high of 6.22 and showed retail investors were net buyers of equity over the month.

  • [By Jayson Derrick]

    Looking for a list of the most common stocks sold by retail investors? Well, TD Ameritrade Holding Corp, (NASDAQ: AMTD) recently ranked as the top retail broker, releases on a monthly basis a few interesting tidbits that gauge the trading activity of its clients.

  • [By Dan Caplinger]

    Yet not all brokers decided to match Fidelity. TD Ameritrade (NASDAQ:AMTD) made a reduction in its commission, but by moving from $9.99 to $6.95, the company didn’t close the competitive gap entirely. In justifying that, CEO Tim Hockey said that TD Ameritrade’s clients “have told us time and again that value is delivered via rich experiences that prioritize flexibility and client choice, coupled with a simple, straightforward price.” The company pointed to its trading platforms, tools, product selection, and customer support as marks of distinction for TD Ameritrade over its peers.

  • [By The Ticker Tape]

    Short-term options traders have priced in a potential share price move of 2.5% in either direction around the earnings release, according to the Market Maker Move™ indicator on the thinkorswim® platform from TD Ameritrade Holding Corp. (NASDAQ: AMTD).

  • [By Chris Dier-Scalise]

    That's the goal of TD Ameritrade Holding Corp.'s (NASDAQ: AMTD) Investor Movement Index, or IMX. The index tracks the activity of TD Ameritrade investors to measures how they are positioned in the markets.

automated stock trading: SPDR S&P Biotech ETF (XBI)

Advisors’ Opinion:


    Theres been follow-up, too: Valeant Pharmaceuticals Intl Inc (VRX) had to face the Senate in April for aggressively hiking prices on its drugs. Now Mylan NV (MYL) is answering to the government soon after a story showed that EpiPen prices have rocketed 400% since 2008 with no significant improvements to the treatment. This scandal, too, is rocking biotechs including (Link]recommendation SPDR S&P Biotech ETF (XBI).

automated stock trading: Costco Wholesale Corporation(COST)

Advisors’ Opinion:


    This one could be the easiest of advances, both because credit losses are down big and because its credit-card brethren — Capital One Financial, Discover, Visa (V) and MasterCard (MA) — have all had significant rallies. I actually regard this stock as inexpensive and think it can be bought here now that it has fully absorbed the loss of the Costco (COST) business to Visa and Citigroup (C) .

  • [By Demitrios Kalogeropoulos]

    As for individual stocks, Costco Wholesale(NASDAQ:COST) and Big Lots (NYSE:BIG) were some of the biggest individual movers as investors reacted to details from their latest quarterly earnings reports.

  • [By Chris Lange]

    Costco Wholesale Corp. (NASDAQ: COST) is seen in many consumers eyes as one of the best values out there, whereas Whole Foods has had trouble shaking its Whole Paycheck moniker. But this could change after the acquisition. The question is how Whole Foods value proposition changes relative to Costco once Amazon is in control. In other words, how much will Whole Foods lower prices?

automated stock trading: InnerWorkings, Inc.(INWK)

Advisors’ Opinion:

  • [By Tom Gentile]

    Now as you can see – and as I mentioned earlier – there’s one that outperforms the others: InnerWorkings Inc. (Nasdaq: INWK):

    INWK is a top marketing firm that services a wide range of Fortune 500 media companies as well as retail, financial, hospitality, automotive, healthcare, and others. It met earnings expectations for the first quarter and fell just short of revenue expectations. Despite that, it’s been steadily climbing:

automated stock trading: Cherry Hill Mortgage Investment Corporation(CHMI)

Advisors’ Opinion:

  • [By Lisa Levin] Related Mid-Afternoon Market Update: CytomX Therapeutics Climbs Following Bristol-Myers Squibb Partnership; Medgenics Shares Slide 15 Biggest Mid-Day Losers For Monday Cerulean Pharma's (CERU) CEO Chris Guiffre on Cerulean and Dar茅 Proposed Transaction (Transcript) (Seeking Alpha) Related Mid-Afternoon Market Update: Cancer Genetics Gains After Q4 Results; Heat Biologics Shares Slide Mid-Day Market Update: Dow Rises Over 50 Points; Tandem Diabetes Care Shares Plunge Tandem Diabetes prices stock offering at $1.25; shares off 19% premarket (Seeking Alpha) Cerulean Pharma Inc (NASDAQ: CERU) shares dipped 27 percent to $0.817. Cerulean Pharma shares have dropped 60.28 percent over the past 52 weeks, while the S&P 500 index has gained 15.31 percent in the same period. Tandem Diabetes Care Inc (NASDAQ: TNDM) shares tumbled 24.2 percent to $1.17. Tandem Diabetes Care priced 18 million share offering at $1.25 per share. Alphatec Holdings Inc (NASDAQ: ATEC) shares fell 21.1 percent to $2.10 as the company reported a $18.9 million private placement. Heat Biologics Inc (NASDAQ: HTBX) shares dropped 15.5 percent to $0.870. Heat Biologics priced its 5 million share offering at $0.80 per share. Rave Restaurant Group Inc (NASDAQ: RAVE) shares fell 15 percent to $1.76. QuickLogic Corporation (NASDAQ: QUIK) shares declined 12.2 percent to $1.58. QuickLogic priced its 10 million share offering at $1.50 per share. Orion Engineered Carbons SA (NYSE: OEC) shares dropped 9.5 percent to $19.10. Orion Engineered Carbons reported a 5 million common stock secondary offering. Interpace Diagnostics Group Inc (NASDAQ: IDXG) shares fell 8.7 percent to $2.61 after the company reported debt restructuring and agreed to eliminate its royalty and mileston

Amazon.com, Inc. (AMZN) Owns Whole Foods — But Should You Buy?

That was fast. In mid-June, Amazon.com, Inc. (NASDAQ:AMZN) announced it would pay $13.7 billion to buy Whole Foods Market, Inc. (NASDAQ:WFM). Today, Amazon celebrated its first official day in charge of WFM by slashing prices by as much as 43%. Despite this, AMZN stock is barely hiccuping a gain.

Amazon.com, Inc. (AMZN) Owns Whole Foods -- But Should You Buy?Source: Shutterstock

For Amazon’s part, the company isn’t wasting any time getting started. Whole Foods customers have seen lower prices on popular foods like avocados immediately.

The repercussions didn’t go unnoticed, as shares of Kroger Co (NYSE:KR) fell 8% on Thursday, Sprouts Farmers Market Inc (NASDAQ:SFM) gave back 7% and another 9.7% Monday, and Target Corporation (NYSE:TGT) shaved 4% Thursday. Even Wal-Mart Stores Inc (NYSE:WMT) and Costco Wholesale Corporation (NASDAQ:COST) fell 2% and 5% on the day, respectively.

It won’t be long before Amazon meshes its Prime membership with Whole Foods offerings. The company said it will integrate Prime into WFM’s point-of-sale system, allowing it eventually act as the customer rewards program.

The potential with AMZN-WFM is obvious. The questions are, what does this mean for its competitors and what does it mean for investors?

Whole Food’s Competition

Adding Whole Foods’ private-label products to Amazon and its various platforms (Fresh, Pantry, etc.) puts even more pressure on traditional grocers. Then there’s the meal-kit delivery, which Blue Apron Holdings Inc (NYSE:APRN) seemingly doesn’t stand a chance in now with Amazon in the way.

Competing against AMZN must feel unfair because its investors do not concern themselves with the valuation. They buy Amazon  — with its $455 billion market cap and price-earnings ratio of 240 — on the expectation that AMZN stock will be even more massive years or decades into the future. Because of that investment thesis, they are willing to overlook the valuation argument. In a somewhat ironic twist, investors also don’t seem to care about the valuation of traditional grocers either. Only instead of paying an endlessly higher valuation, they don’t want to pay a premium of any type.

Because of that investment thesis, they are willing to overlook the valuation argument. In a somewhat ironic twist, investors also don’t seem to care about the valuation of traditional grocers either. Only, instead of paying an endlessly higher valuation, they don’t want to pay a premium of any type.

The main issue for traditional grocers has been dwindling margins. With Amazon cutting prices at Whole Foods though, this could put even more pressure on margins. If it were Target or even Walmart doing this, it might not matter. In fact, their own stock would likely suffer as a result. But it’s different because it’s Amazon, and the market knows AMZN stock investors will sacrifice margins in lieu of market share. That makes it very difficult for a company like Kroger to compete, because its investors don’t have the same mindset.

The names above — TGT, SFM, KR and COST — are all sporting their lowest P/E and price-sales ratios in several years. The lone exception here is Walmart. While WMT stock sold off Thursday, investors know the country’s largest retailer is bulking up for the retail fight of the century. WMT’s acquisition of Jet.com for $3.3 billion shows its willingness to tangle in the e-commerce space. While Jet.com will likely never be what Amazon has grown into, it gives Walmart a platform to keep Amazon from controlling the entire market.

Another factor in the Amazon versus Walmart debate? Demographics. Walmart is known for low prices, and plenty of its $485 billion in annual sales is driven by an American consumer doing their weekly grocery shopping or bargain hunting. In fact, the “average” Walmart shopper has a household income of just $53,000, according to one study.

Then there’s this, from a recent Money Magazine except:

“Demographics help explain why [Costco] has taken a hit. Unlike Walmart, Costco customers mirror Amazon’s Prime’s — large households with higher-than-average incomes. A survey by the brokerage [firm] Stifel found that about a quarter of Costco and Amazon Prime shoppers earn more than $100,000 a year.”

In the same article, a Deutsche Bank analyst questioned whether Costco would suffer from membership renewal declines in the future, thanks to its similar customer base with Amazon Prime. In other words, Walmart’s unique demographic may protect its business while it ratchets up for a larger fight. Costco, though, shares the same demographic as Amazon, and COST stock could be in trouble as a result. Others, like Target, likely fall into the same boat.

Others, like Target, likely fall into the same boat.

Next Page

Investing in AMZN Stock Click to Enlarge Source: OptionsAnalytix

All of this circles back to the question of, “should I buy AMZN stock?” Depending on the investor, I think the answer is “yes” — but it depends on the price. I would not be a buyer of AMZN stock above $1,000. Even near its current $950 a share, I am hesitant.

The best strategy with Amazon? Patience, both when looking to buy and when owning the stock. In February 2016, a market scare sent AMZN stock from $700 to $475, a 32% drop in about a month. What if we get a market-wide panic driven by geopolitical issues, a government shutdown or worries over the Federal Reserve?

We don’t need the S&P 500 Index to falter double-digits, nor for Amazon to fall 32% again. A fall into the $700s or $800s would make AMZN stock more attractive for long-term investors to start a new position.

AMZN stock has been acting sick lately, but continues to find support near current levels. That will entice some investors to buy it now, and perhaps they’ll be rewarded. For me personally, I would rather wait for a larger pullback. It will eventually materialize, whether it’s Amazon-specific or a result of a broader market decline. Perhaps it’s closer than we realize, given the markets are entering the most volatile time of the year. That’s when investors need to pounce.

Amazon is gunning for world domination. It’s in the cloud, e-commerce and now grocery. Its success won’t be instantaneous, nor will the demise of traditional grocers. There are reasons to be long AMZN stock, but long at a reasonable price.

Bret Kenwell is the manager and author of Future Blue Chips and is on Twitter @BretKenwell. As of this writing, Bret Kenwell did not hold a position in any of the aforementioned securities.

hot stocks for today

Reston, VA, based Investment company Athena Global Investors LLC buys Bristol-Myers Squibb Company, sells Bank of America Corporation, Citigroup Inc, General Motors Co, Chevron Corp, Cisco Systems Inc during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Athena Global Investors LLC. As of 2017-03-31, Athena Global Investors LLC owns 30 stocks with a total value of $33 million. These are the details of the buys and sells.

Added Positions: BMY, Reduced Positions: BAC, C, CVX, GM, CSCO, MET, F, JPM, VZ, KEYW,

For the details of Athena Global Investors LLC’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Athena+Global+Investors+LLC

These are the top 5 holdings of Athena Global Investors LLCBank of America Corporation (BAC) – 116,678 shares, 8.26% of the total portfolio. Shares reduced by 21.93%Cisco Systems Inc (CSCO) – 64,908 shares, 6.59% of the total portfolio. Shares reduced by 21.7 5%General Motors Co (GM) – 61,407 shares, 6.52% of the total portfolio. Shares reduced by 20.77%Citigroup Inc (C) – 33,814 shares, 6.07% of the total portfolio. Shares reduced by 23.31%Kohl’s Corp (KSS) – 45,828 shares, 5.48% of the total portfolio. Shares reduced by 2.67%Added: Bristol-Myers Squibb Company (BMY)

Athena Global Investors LLC added to the holdings in Bristol-Myers Squibb Company by 34.92%. The purchase prices were between $46.82 and $60.13, with an estimated average price of $54.85. The stock is now traded at around $54.39. The impact to the portfolio due to this purchase was 0.5%. The holdings were 11,772 shares as of 2017-03-31.

hot stocks for today: Fidelity Southern Corporation(LION)

Advisors’ Opinion:

  • [By Lisa Levin]

    Here is the list of stocks going ex-dividend on Monday.

    AptarGroup, Inc. (NYSE: ATR) – $0.3200 dividend, 1.6780 percent yield. AptarGroup reported weaker-than-expected Q3 results on Thursday. Fidelity Southern Corporation (NASDAQ: LION) – $0.1200 dividend, 2.6359 percent yield. The company, based in Atlanta, Georgia, provides financial products and services for customers. Apple Hospitality REIT Inc (NYSE: APLE) – $0.1000 dividend, 6.5826 percent yield. Apple Hospitality REIT, based in Richmond, Virginia, operates as a subsidiary of Apple REIT Companies. Targa Resources Corp (NYSE: TRGP) – $0.9100 dividend, 7.7299 percent yield. The Houston, Texas-based company provides midstream natura

hot stocks for today: Masco Corporation(MAS)

Advisors’ Opinion:


    Now, while Home Depot (HD) didn’t take off on these figures, Whirlpool (WHR) jumped more than four points. My take? Home Depot becomes a stock to put on your radar screen as we bounce around Dow 20,000. I am partial to Masco (MAS) , the kitchen and bath company, too, off these numbers.


    When companies break up, they can create enormous value, and nowhere is that more evident than with TopBuild (BLD) , the former services arm of Masco (MAS) that began trading as an independent company in July 2015. Since the spinoff, shares of TopBuild have rallied 50% and Cramer said the move is not yet over.


    In the Lightning Round, Cramer was bullish on Masco (MAS) , American Electric Power (AEP) and Valmont Industries (VMI) .

    Cramer was bearish on Wisconsin Energy (WEC) .

hot stocks for today: CNO Financial Group, Inc.(CNO)

Advisors’ Opinion:

  • [By Paul Ausick]

    CNO Financial Group Inc. (NYSE: CNO) dropped about 8.1% on Friday to post a new 52-week low of $14.29 against a 52-week high of $20.88. Volume of more than 6 million was more than 3 times the daily average of around 1.8 million. The stock closed at $15.55 on Thursday night. The company on Thursday cut its re-insurance agreements with Beechwood Re following disclosure that regulators that many of Beechwood’s assets did not comply with insurance company guidelines.

hot stocks for today: Costco Wholesale Corporation(COST)

Advisors’ Opinion:

  • [By Daniel B. Kline]

    Costco (NASDAQ:COST) has not raised membership fees in the United States and Canada since November 2011, and CFO RIchard Galanti hinted during its Q1 earnings call in December 2016 that an increase was coming this year.Those hints will become reality on June 1.

  • [By Dan Caplinger]

    American Express (NYSE:AXP) helped pioneer the charge card industry, and even now, the company’s brand carries an aura of affluence that rivals have struggled hard to try to duplicate. Yet American Express has fallen back from all-time highs over the past couple of years, and the loss of its branded-card partnership with retail giant Costco Wholesale (NASDAQ:COST) was a high-profile setback that forced the card company to retrench and seek out new alliances.


    Not all grocers will suffer from Amazon’s growing reach, but those who sell to high-income customers in the top 25 U.S. markets may see their business erode. Among those names include Costco (COST) , Trader Joe’s and Whole Foods (WFM) , which have the most to lose according to Barclays. On the other hand, Walmart (WMT) , Sam’s Club (owned by Walmart) and Ingle’s Markets (IMKTA)  have the least to lose.

  • [By Daniel Sparks]

    2. Costco (NASDAQ:COST): With Costco stock, investors will have to pay a greater premium for the company’s earnings than they’ll have to pay for Apple. Costco stock has a P/E ratioof about 30. But there’s good reason for Costco’s steep valuation: Not only has the company carved out a strong, enduring competitive advantage for itself by gaining a cost advantage through economies of scale and wildly efficient operations, but management has also consistently improved operations. This is particularly evident by Costco’s swelling net profit margin, which has increased from 1.7% to 2% between 2012 and 2016 — a big and important gain for a warehouse bulk retailer.

  • [By Demitrios Kalogeropoulos]

    The next few trading days include highly anticipated earnings reports from some of the biggest names in their respective industries, including Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B), Costco (NASDAQ:COST), and Priceline (NASDAQ:PCLN).

  • [By Dan Caplinger]

    Retail giant Costco Wholesale (NASDAQ:COST) has been an innovator in the big-box retail industry, pioneering and refining the warehouse-shopping concept and honing it into a hugely successful business. Yet even Costco has run into some challenges lately, and coming into Wednesday’s fiscal second-quarter financial report, Costco investors wanted reassurances that the warehouse retailer would be able to sustain its growth. On that front, the retailer disappointed its investors, posting a substantial decline in net income that spurred the company to take action to shore up its main profit center going forward.

hot stocks for today: Visteon Corporation(VC)

Advisors’ Opinion:


    Visteon (VC) : “You need to let this one come down a little, then pull the trigger.”

    American Tower (AMT) : “This is the best in the business and is worth owning, even if the chart looks terrible.”