Finish Line Might Catch Up to Footlocker
Shares of Finish Line have lagged competitors, but we think that may change. We examine why.
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Going forward, please use the ‘Symbol’ search box to download stock and dividend reports of companies you are interested in. The ‘Symbol’ search box can be found in our website header. Image shown from above. Use the active search box in the website header above. Learn more about your membership >> Note: We have now discontinued this list. Please use the ‘Symbol’ search box in the website header for stock and dividend reports. Please read about our Valuentum Dividend Cushion score (ratio) here. Just having access to this valuable metric alone could save your income portfolio thousands of dollars! The past meets the future as we showcase the Valuentum Dividend Cushion scores of Dividend Aristocrats in this article (click here). The dividend reports below … Read more
Footlocker Rides Nike to Strong Second Quarter Results
Footlocker continues to capitalize on Nike’s strong product offerings, but we think shares are fairly valued.
Nike’s Fourth-Quarter Results Were Very Disappointing
Nike reported fiscal fourth-quarter results on Thursday. Top-line growth at the firm was strong, but it did not fall to the bottom line.
Facebook and Its Wide Range of Future Outcomes
Facebook could either be a 1) a dud, 2) pretty much what it is now, or 3) the new Internet. We dig into these scenarios and arrive at an expected fair value for each.
Strong First-Quarter Results from Dick’s Sporting Goods Bode Well for Athletic Apparel
Dick’s Sporting Goods posted strong first-quarter results, but the potential impact from encroaching online competition remains unclear. We think Nike is a much better idea for investors looking to gain exposure to the athletic retail space.
Stumbles in Europe, Footwear, and Rising Input Costs Could Keep Shares of Under Armour at Bay
This article appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/277905-under-armour-solid-company-but-shares-are-significantly-overvalued We wanted to provide subscribers with our thoughts on Under Armour (UA). Although we expect the company to follow Nike’s excellent results and post solid performance in its second quarter, the shares look significantly overvalued to us in the $75-$80 range. The risk-reward balance is not in investors’ favor at these levels. Apparel Remains Strong… If we can gather anything pertinent about Under Armour from Nike’s (NKE) earnings released Monday, we can see that athletic apparel, specifically in North America, is on fire. Year-to-date, Nike’s North American apparel sales are up 21%, including a second-quarter surge of 28%. This is consistent with the apparel growth we’ve seen at Adidas (ADDYY.PK) and Lululemon (LULU). Under Armour, with a smaller base than Nike, … Read more
Valuentum’s Comprehensive Report on Retail Brands
Key Takeaways · Valuentum sees four major brand segments o Ultra-Luxury § Richemont, Burberry, LVMH, Gucci (Kering), Chanel, Hermes § Rich heritage brands, economically resilient consumer o Luxury § Marc Jacobs, Tory Burch, Ralph Lauren, Tiffany § Valuable brands, semi-strong barriers to entry o Aspirational § Michael Kors, Marc by Marc Jacobs, Coach, North Face § Popular with younger consumers, strong brand loyalty o Established § Nike, Adidas, Under Armour, lululemon, PVH, Express § Price competitive, exposed to fashion · Our favorite dividend idea: Coach · Fallen Stars: Guess, Bebe · Valuentum’s Take: Brand value is only part of the investment equation Branding has been a powerful force in both marketing and investing for the past century. Companies work hard … Read more
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What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1) Click the following link: signup-page. 2) Select your membership plan. 3) Enter your contact details. 4) Click ‘Sign Up.’ 5) Complete your purchase. 6) Your payment profile may be recurring, so please check … Read more
2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?
Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more