Tuesday, June 23, 2016
Today's must-read reports are for IBM (NYSE:IBM) (IBM), General Motors Company (NYSE:GM) (GM) and MetLife (NYSE:MET), Inc. (MET).
IBM shares performed strongly this year, lik’s revenues are likely reflecting investors' confidence in its transition plan. But the analyst pionts out that the transition will remain a long and slow process, with the company facing tough competition in the cloud computing & data analytics spaces. However, IBM’s forays into such higher growth and higher value segments continue to remain its major positives. (You can read the full research report on IBM here.)
General Motors shares have lagged Ford (F), reflecting a combination of headwinds like problems in its manufacturing operations, increased recalls-related expenses and the -2.5% decline in global sales in the first quarter of 2016. Offsetting these negatives, the Zacks analyst points out the potential benefits from fresh domestic investments, focus on the emerging markets and new product launches. (You can read the full research report on GM here.)
The Zacks Consensus estimates for MetLife for this year and next have been coming down lately. Driving this negative revisions trend is a combination of headwinds like low interest rates, an adverse foreign exchange situation, and potential regulatory changes unfavorable to the variable annuities business. The stock has been down lately, but the analyst points out some of the key positives as well, like the recent shedding of its SIFI status, separation of its U.S. retail business, and a record of profitable acquisitions and strategic divestitures. (You can read the full research report on MetLife here.)
Other noteworthy reports on today's line-up include Sempra Energy (NYSE:SRE) (SRE), Intuitive Surgical (NASDAQ:ISRG), Inc. (ISRG) and Weyerhaeuser Co. (WY).
- Operational Headwinds Weighing on Sempra Energy (SRE)
- Intuitive Surgical (ISRG) Benefiting from Procedures Growth
- Weyerhaeuser's (WY) Housing Leverage
You can find all of today's stock research reports here.
Sheraz Mian
Director of Research
Today's Must Read
Featured Reports
Connecticut Water Service (CTWS) Expands through Acquisitions
The analyst thinks the water and waste water service provider is well positioned to gain from strategic acquisitions and its regulated operations
Strong Procedural Growth Key Catalyst for Intuitive Surgical (ISRG)
Increasing procedural volumes in the U.S. and international markets represent a significant growth opportunity for the company
Oil's Rebound to Fuel Growth for Apache (NYSE:APA)
With crude advancing 90% from 12-year lows and Apache's production being 65% oil-weighted, it is well-positioned to ride the recovery
Weyerhaeuser (WY) to Close Montana Based Lumber and Plywood Mill
Weyerhaeuser's decision to close its Montana-based Lumber and Plywood Mill will allow it to better align the capacities of the remaining mills in the region
Sempra Energy (SRE) Weighed Down By Operational Headwinds
The Zacks analyst thinks Sempra Energy faces headwinds in the form of stringent government regulations and operational risks
Will Annaly (NLY) Benefit from Portfolio Diversification?
Annaly is focusing on further diversification of its array of investment and financing options, but competition with other players and adverse economic conditions remain a concern
New Upgrades
Statoil (OL:STL)'s (STO) New Project Start Ups a Boon
The Zacks analyst believes Statoil is gaining momentum with the start-up of operations on several new oil and gas fields
Strong Fundamentals Balance Oil & Gas Woes for Roper (ROP)
The covering analyst stresses that Roper's strategic business model will likely drive growth in the long run despite weakness in its energy and industrial divisions
AGL Resources (NYSE:GAS) Shines on Substantial Dividend Yield
According to the Zacks analyst, AGL is a particularly good pick because it provides strong dividend yield as well as low risk earnings growth
New Downgrades
Rising Apartment Supply Hurting UDR (UDR)
UDR has started to feel the impact of increased apartment supply in several markets, according to the covering analyst
Forex Headwinds Drag Down Domino's Pizza (DPZ)
The analyst thinks foreign exchange translation has been hurting Domino's results and this is likely to continue despite a weaker U.S. dollar in 2016
Interest Rate Volatility Hampers CME's (CME) Performance
The analyst believes extreme interest rate volatility, weakness in derivative markets and widening of spreads is likely to weigh on CME Group's (NASDAQ:CME) performance
WEYERHAEUSER CO (WY): Free Stock Analysis Report
SEMPRA ENERGY (SRE): Free Stock Analysis Report
METLIFE INC (MET): Free Stock Analysis Report
INTUITIVE SURG (ISRG): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
GENERAL MOTORS (GM): Free Stock Analysis Report
FORD MOTOR CO (F): Free Stock Analysis Report
APPLE INC (AAPL): Free Stock Analysis Report
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