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Research Daily

Monday, November 21 2016

Today's Research Daily features new research reports on 16 major stocks, including Coca-Cola (KO), Disney (DIS) and Danaher (DHR).

Coca-Cola shares have struggled this year, with the stock down more than 4% in the year-to-date period compared to the roughly flat showing for the consumer staples sector as a whole. Driving the weakness has been headwinds from uncertain outlook for emerging markets, unfavorable currency movements and other structural issues like weakness in the company's North American sparkling beverage business. These issues notwithstanding, the company reported better-than-expected results in the third quarter of 2016 courtesy of higher prices for sodas and strong demand for water and sports drinks in North America. The analyst likes Coke’s formidable portfolio of globally recognized brands. The company has witnessed improved margins on higher pricing and smaller packaging in developed markets, amid slowing sales.  (You can read the full research report on Coca-Cola here>>)

Disney shares have lagged its peers (the stock is down more than 6% year to date) on concerns about the impact of 'cord cutting' on the company's ESPN franchise. But Disney is more than just the ESPN franchise, as the analyst points out in the updated research report issued today. The analyst likes the company's movies business and favorable momentum in its parks and resorts division. The success of its movies also means greater business opportunities for its consumer products business.  (You can read the full research report on Disney here>>)

Buy rated Danaher shares have struggled lately on concerns about its business repositioning that involved greater exposure to the healthcare and environmental verticlas following the Fortive spin-off. The analyst points out that the new Danaher is less exposed to volatile end-markets following the spin-off and has a more recurring revenue business. Two of the company’s latest acquisitions, namely Cepheid and Phenomenex, are expected to boost its already thriving Diagnostics and Life Sciences business, respectively. However, on the flip side, sluggish economic conditions across some key operating regions and unfavorable currency translations pose as significant headwinds. (You can read the full research report on Danaher here>>)

Other noteworthy reports we are featuring today include Halliburton (HAL), Teva (TEVA) and Time Warner (TWX).

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Sheraz Mian

Director of Research

Note: If you want an email notification each time Sheraz publishes a new article, please click here>>>   

Featured Reports

Time Warner (TWX) Beats on Q3 Earnings Estimates

The covering analyst thinks Time Warner's foray into new markets, strategic investments in video content and technology, and digital endeavors will help it continue with its upbeat performance.

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