Monday, November 26, 2018
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 JPMorgan (JPM - Free Report) , Procter & Gamble (PG - Free Report) and UnitedHealth (UNH - Free Report) . 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 >>>
JPMorgan's shares have outperformed the Zacks Major Regional Banks industry over the past six months (-3.7% vs. -7.7%). Also, the company has an impressive earnings surprise history, having surpassed the Zacks Consensus Estimate in each of the trailing four quarters.
Expansion into new markets, focus on strengthening the card business, rising rate environment and increasing loan demand will benefit the bank’s financials. Lower tax rates, strong balance sheet position and easing of stringent regulations are expected to offer some support.
However, dismal mortgage banking performance (as originations continue to decline) remains a major concern. This is expected to hurt the bank's non-interest income growth to some extent.
(You can read the full research report on JPMorgan here >>>).
Procter & Gamble outperformed the Zacks Soap and Cleaning Materials industry in the past three months, gaining +9.7% vs +2.4%. This can be attributed to the company’s robust earnings history, having outpaced estimates for 14 straight quarters when it reported first-quarter fiscal 2019.
Moreover, earnings grew year over year. Also, sales beat estimates, though it remained flat due to adverse currency fluctuations – which acted as a major deterrent in the first quarter and is likely to remain a concern in the second quarter. Also, the company has been witnessing strained margins for last few quarters due to higher commodity and shipping costs, adverse currency, increased business investments and aggressive pricing from private-label products. Soft baby care business is also a concern.
Nevertheless, the company is focused on improving productivity and cost savings to boost margins. Its focus on product improvement, packaging and marketing initiatives is encouraging.
(You can read the full research report on Procter & Gamble here >>>).
Shares of Buy-ranked UnitedHealth have outperformed the Zacks Medical Insurance industry's rally in the past year (up +23.1% vs. +22.4%). The company's performance is being backed by higher revenues and strength in both segments — UnitedHealthcare and Optum — plus membership growth.
The company's robust Government is also driving long-term growth. Its international business and strong capital position are the other positives. The company’s raised earnings guidance for 2018 should instill optimism among its investors.
However, the company is seeing membership decline in Commercial segment. Two significant acquisitions would intensify the competition for UnitedHealth Group.
(You can read the full research report on UnitedHealth here >>>).
Other noteworthy reports we are featuring today include McDonald's (MCD - Free Report) , PepsiCo (PEP - Free Report) and Philip Morris International (PM - Free Report) .
Looking for Stocks with Skyrocketing Upside?
Zacks has just released a Special Report on the booming investment opportunities of legal marijuana.
Ignited by new referendums and legislation, this industry is expected to blast from an already robust $6.7 billion to $20.2 billion in 2021. Early investors stand to make a killing, but you have to be ready to act and know just where to look.
See the pot trades we're targeting>>
Mark VickerySenior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Monday, November 26, 2018
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 JPMorgan (JPM - Free Report) , Procter & Gamble (PG - Free Report) and UnitedHealth (UNH - Free Report) . 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 >>>
JPMorgan's shares have outperformed the Zacks Major Regional Banks industry over the past six months (-3.7% vs. -7.7%). Also, the company has an impressive earnings surprise history, having surpassed the Zacks Consensus Estimate in each of the trailing four quarters.
Expansion into new markets, focus on strengthening the card business, rising rate environment and increasing loan demand will benefit the bank’s financials. Lower tax rates, strong balance sheet position and easing of stringent regulations are expected to offer some support.
However, dismal mortgage banking performance (as originations continue to decline) remains a major concern. This is expected to hurt the bank's non-interest income growth to some extent.
(You can read the full research report on JPMorgan here >>>).
Procter & Gamble outperformed the Zacks Soap and Cleaning Materials industry in the past three months, gaining +9.7% vs +2.4%. This can be attributed to the company’s robust earnings history, having outpaced estimates for 14 straight quarters when it reported first-quarter fiscal 2019.
Moreover, earnings grew year over year. Also, sales beat estimates, though it remained flat due to adverse currency fluctuations – which acted as a major deterrent in the first quarter and is likely to remain a concern in the second quarter. Also, the company has been witnessing strained margins for last few quarters due to higher commodity and shipping costs, adverse currency, increased business investments and aggressive pricing from private-label products. Soft baby care business is also a concern.
Nevertheless, the company is focused on improving productivity and cost savings to boost margins. Its focus on product improvement, packaging and marketing initiatives is encouraging.
(You can read the full research report on Procter & Gamble here >>>).
Shares of Buy-ranked UnitedHealth have outperformed the Zacks Medical Insurance industry's rally in the past year (up +23.1% vs. +22.4%). The company's performance is being backed by higher revenues and strength in both segments — UnitedHealthcare and Optum — plus membership growth.
The company's robust Government is also driving long-term growth. Its international business and strong capital position are the other positives. The company’s raised earnings guidance for 2018 should instill optimism among its investors.
However, the company is seeing membership decline in Commercial segment. Two significant acquisitions would intensify the competition for UnitedHealth Group.
(You can read the full research report on UnitedHealth here >>>).
Other noteworthy reports we are featuring today include McDonald's (MCD - Free Report) , PepsiCo (PEP - Free Report) and Philip Morris International (PM - Free Report) .
Looking for Stocks with Skyrocketing Upside?
Zacks has just released a Special Report on the booming investment opportunities of legal marijuana.
Ignited by new referendums and legislation, this industry is expected to blast from an already robust $6.7 billion to $20.2 billion in 2021. Early investors stand to make a killing, but you have to be ready to act and know just where to look.
See the pot trades we're targeting>>
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Get the latest research report on JPM - FREE
Get the latest research report on UNH - FREE
Get the latest research report on PG - FREE
Get the latest research report on MCD - FREE
Get the latest research report on PM - FREE
Get the latest research report on PEP - FREE