Who Wins in the Move to Online Retail?

Over the weekend, turkey took a backseat to consumer spending with respect to the financial markets. According to ShopperTrak, total Black Friday sales dipped 1.8% year-over-year to $11.2 billion; however, online sales jumped 26% year-over-year to over $1 billion (ComScore). Due to the hyper-competiveness of the retail cohort during the holiday season, Black Friday (and Cyber Monday) has become more of an all-week promotional event. We expect online sales to continue be a driver of revenue expansion going forward, and we’ve identified a few names that we think will particularly benefit. Visa/Mastercard Although we prefer Visa (click ticker for report: ) from a valuation and brand strength perspective, it and Mastercard (click ticker for report: ) will be major beneficiaries of the … Read more

Visa Continues to Deliver Top Notch Results

Wednesday afternoon, payment processing giant Visa (click ticker for report: ) reported strong fourth quarter earnings and provided a bullish outlook for fiscal year 2013. Excluding the impact of one-time litigation charges, the firm earned a better-than-expected $1.54 per share, growth of 21% year-over-year. Total revenue surged 15% during the quarter to $2.7 billion, which also exceeded consensus expectations. New CEO Charlie Scharf takes the helm today while Joseph Saunders transitions to chairman and then eventually to retirement. Saunders leaves Scharf, the former head of retail financial services at JP Morgan Chase (click ticker for report: ), with lofty forward expectations. The firm’s guidance calls for low double digits revenue growth, 60% operating margins, high-teens earnings per share growth, and … Read more

Search Dividend Reports by Company Name: Q to Z

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