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Stock Market & Financial Investment News

News Breaks
January 25, 2013
13:28 EDTPII, KMP, SWY, PAYX, DNKNStocks with increasing implied volatility; DNKN SWY PII KMP PAYX JNK
News For DNKN;SWY;PII;PAYX;KMP From The Last 14 Days
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April 23, 2015
06:11 EDTDNKNDunkin' Brands raises FY15 adjusted EPS view to $1.87-$1.91 from $1.83-$1.87
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06:11 EDTPIIPolaris Industries reports Q1 Off-Road Vehicle sales $645.4M
Reports Q1 Snowmobile sales $14.5M; Reports Q1 Motorcycle sales $137.4M.
06:10 EDTPIIPolaris Industries narrows FY15 EPS to $7.27-$7.42 from $7.22-$7.42,
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06:09 EDTPIIPolaris Industries: Q1 confirmed our suspicions that 2015 would have challenges
06:08 EDTPIIPolaris Industries reports Q1 EPS $1.30, consensus $1.27
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06:08 EDTDNKNDunkin' Brands reports Q1 adjusted EPS 40c, consensus 35c
Reports Q1 revenue $185.9M, consensus $180.68M. Reports Q1 Dunkin' Donuts U.S. SSS up 2.7%. Reports Q1 Baskin-Robbins U.S. SSS up 8%.
April 22, 2015
17:01 EDTPIIPolaris Industries acquires Timbersled, terms undisclosed
Polaris Industries announced the acquisition of Timbersled Products, a privately held Sandpoint, Idaho-based company that is an innovator and market leader in the burgeoning snow bike industry. The terms of the transaction were not disclosed.
15:50 EDTDNKN, PIINotable companies reporting before tomorrow's open
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April 21, 2015
14:13 EDTPIIPolaris Industries volatility elevated into Q1 and outlook
Polaris Industries May call option implied volatility is at 41, June is at 31, September is at 29; compared to its 26-week average of 26 according to Track Data suggesting large near term price movement into the expected release of Q1 results on April 23.
10:00 EDTPAYXOn The Fly: Analyst Upgrade Summary
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07:31 EDTPAYXPaychex upgraded to Neutral from Underweight at JPMorgan
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April 20, 2015
15:16 EDTSWYGreenlight starts new GM long position, rolls Lorillard short bet to Reynolds
David Einhorn's Greenlight Capital hedge fund said in its latest quarterly letter to investors that it had established new long positions in General Motors (GM), Chicago Bridge & Iron (CBI) and AerCap Holdings (AER) last quarter. WHAT'S NEW: Greenlight believes GM should benefit from low gas prices, low raw material costs, and its decision to launch share buybacks, Greenlight stated. GM has an excellent chance of beating 2015 EPS expectations, added the firm. Einhorn's group said they found the valuation of Chicago Bridge and Iron, an engineering and construction company with significant exposure to energy, attractive following the stock's decline. Although energy prices may stay low for some time, the company has a significant backlog that should support its earnings for several years, Greenlight stated. Additionally, the market is overestimating how much of the cost overruns for two nuclear energy projects with be shouldered by the company, Greenlight contended. AerCap, the largest publicly traded aircraft leasing company, bought AIG's (AIG) aircraft leasing business last year at a bargain price, Greenlight stated. The combined business will benefit from AerCap's low tax rate, as well as efficiencies, the hedge fund believes. WHAT'S NOTABLE: Greenlight exited its short position in Lorillard (LO). Greenlight noted that it has rolled its short bet on Lorillard into a fresh position in Reynolds American (RAI), since it still believes that the FDA is gearing up to do "something major" in terms of regulation of menthol cigarettes, but is moving "slowly and deliberately" because it anticipates an extremely aggressive industry response. The firm also exited two other short positions because the companies agreed to takeovers: Safeway (SWY) and Freescale Semiconductor (FSL), which has agreed to sell itself to NXP Semicondictors (NXPI).
April 16, 2015
10:26 EDTDNKNBMO Capital upbeat on Starbucks, lukewarm on Dunkin'
BMO Capital initiated coverage of Starbucks (SBUX) with an Outperform rating in a note to investors, citing what it sees as the company's many growth opportunities. The firm was less upbeat on Dunkin' Brands (DNKN), as the firm said that the company faces tougher competition than Starbucks, and advised investors to wait for a more compelling entry point in the stock before buying. WHAT'S NEW: Starbucks' multiple growth opportunities make it somewhat unique among large-cap restaurant stocks, BMO analyst Andrew Streizik contended. The company's U.S. comparative sales have probably bottomed and could begin to reaccelerate, partly due to its innovation, higher food sales, and marketing strength, the analyst believes. Additionally, Starbucks' margin expansion could exceed its long-term guidance, partly due to lower than expected cost of goods and efficiencies from its expansion of food and day parts, according to Streizik. Starbucks could increase the amount of money it returns to shareholders or make accretive acquisitions, given its strong balance sheet, the analyst stated. He set a $56 price target on the stock. Conversely, Streizik said he was worried about the sustainability of Dunkin's U.S. comparative sales, as the company's U.S. comps are two to three times more volatile than those of Starbucks. Dunkin' is more exposed to competition than Starbucks, since Dunkin's drinks are less differentiated than the competition, the analyst stated. Dunkin's need to compete with fast food restaurants, which traditionally offer heavy discounts, makes it more dependent on discounts, added Streizik, who set a $52 price target on the shares. PRICE ACTION: In early trading, Starbucks added 0.2% to $48.25, while Dunkin gained 0.7% to $48.33.
10:00 EDTDNKNOn The Fly: Analyst Initiation Summary
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09:35 EDTDNKNDunkin' Donuts announces plan for 10 new restaurants in Minneapolis
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April 15, 2015
17:16 EDTDNKNDunkin' Brands initiated with a Buy at Guggenheim
Target $53.
17:16 EDTDNKNDunkin' Brands initiated with a Market Perform at BMO Capital
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April 14, 2015
08:33 EDTDNKNGoldman recommends buying Starbucks and Dunkin' Brands into earnings
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April 13, 2015
14:18 EDTSWYTarget names Anne Dament as SVP, Merchandising
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12:57 EDTDNKNNortheast winter may have impacted Dunkin' Brands sales, Reuters says
Dunkin' Donuts, which is regionally popular in Northeast states like New York and Massachusetts, may have weaker same-store sales this quarter then expected as harsh winter weather may have kept customers home, says Reuters. Nick Setyan, a SVP of equity research at Wedbush Securities in Los Angeles said the record snowfall in the U.S. Northeast this past winter could reduce 1% to 1.6% points off first quarter same-store sales of the company, added Reuters. Reference Link
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