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The Zacks Analyst Blog Highlights: Disney, NextEra, TJX, Oracle and Sempra

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For Immediate Release

Chicago, IL – November 16, 2017 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Disney (DIS - Free Report) , NextEra (NEE - Free Report) , TJX Companies (TJX - Free Report) , Oracle (ORCL - Free Report) and Sempra (SRE - Free Report) .

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Wednesday’s Analyst Blog:

Top Research Reports for Disney, NextEra and TJX Companies

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Disney, NextEra and TJX Companies. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Disney’s shares have increased +4.1% in the last one year vs. the Zacks Media Conglomerates industry’s -5.5% decline in that same time period. Disney reported lower-than-expected results in fourth-quarter fiscal 2017. However, the Zacks analyst thinks that the deal with Rian Johnson, director of The Last Jedi, to produce a new Star Wars trilogy has raised hopes of investors.

Further, a strong performance by the Parks & Resorts unit continues to impress. The company’s decision to terminate the distribution agreement with Netflix for subscription streaming and having its own streaming services —one for Disney and Pixar brands and another for ESPN followers — is likely to be a driving factor in the long run.

Also, in an effort to attract online viewers, Disney has completed the acquisition of BAMTech. However, falling subscriber and higher programming costs at ESPN were the major concerns this quarter too. The fresh NBA agreement and rise in contractual rate are driving up programming costs.

(You can read the full research report on Disney here >>>).

Shares of NextEra have outperformed the Zacks Electric Power industry in the year-to-date period (the stock is up +32.6% vs. +12.9% gain for the industry). NextEra’s earnings in the third quarter topped expectations on strong performance of its segments. NextEra Energy’s operations were temporarily impacted by adverse weather conditions in its service territories.

However, the investments already made to strengthen its infrastructure helped it overcome the difficult situation and quickly restore normalcy of operations. The Zacks analyst likes the company’s focus on clean energy, which has lowered emission levels and saved on energy bills for its customers. The natural gas pipelines, which came online in the first half, are expected to boost its performance.

On the flip side, the company’s nature of business is subject to complex and comprehensive federal, state and other regulations. Unpredictable impact of natural disaster and delay in completion of ongoing projects could also impact profitability.

(You can read the full research report on NextEra here >>>).

TJX Companies’ shares have underperformed the Zacks Discount Stores industry over the last three months, losing -5.1% vs a +7.5% increase. However, TJX Companies has been recording year-over-year growth in both top and bottom lines for a while now, thanks to robust consumer traffic and strength in merchandise margins.

The Zacks analyst likes the company’s focus on store expansions, e-commerce efforts, solid merchandise mix and other sales driving initiatives. Further, its strong merchandise margins reflect its focus on inventory management. Notably, these factors drove its performance in third-quarter fiscal 2018.

However, comps in the third quarter were dented by hurricanes, with demand for Marmaxx apparel being hurt by warm weather. Also, TJX Companies has been witnessing high wage costs for quite some time now. It also expects this factor to hurt earnings growth by 2% in fiscal 2018.

(You can read the full research report on TJX Companies here >>>).

Other noteworthy reports we are featuring today Oracle and Sempra.

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See Zacks' 3 Best Stocks to Play This Trend >>

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year.See these high-potential stocks free >>.

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