Unleashing the Potential: Fixed Income for Stock-like Returns
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
According to analyst Edward Yruma : "Among the key themes for ‘15 we have identified within our Softlines coverage (detailed below), we highlight the likelihood of slower spending growth within the higher-end demographic in critical international geographies, namely Europe, Japan, and China. Given its overlap/leverage to this dynamic, we downgrade TIF from Buy to HOLD, citing potential for weakness overseas to impact EPS growth in FY15. We now believe upside in shares is more limited despite continued momentum in its Americas region, strong innovation within its fashion jewelry collection, and brand strength. We think BUY-rated WWW (NYSE: WWW) and LULU (Nasdaq: LULU) present particularly compelling opportunities for ’15.
“TIF updates investors on Jan. 12th with its F4Q sales through Dec. While the Company will not provide its initial FY15 EPS outlook until it reports final F4Q results (in Mar.), our analysis suggests that continued sluggishness in Europe, Japan, and China could lead to a $0.30+/sh. headwind relative to our base case FY15 EPS scenario. Our current FY15E is $4.78 (FC $4.91).”
This stock may be more attractive to a fund manager on a pullback. Until a pullback occurs, this stock may be off the radar for some fund managers.
Symbol | Mutual Fund | Stake |
---|---|---|
VMCIX | Vanguard Mid Cap Index | 1.49% |
VTSMX | Vanguard Total Stock Market Index | 1.42% |
OPPAX | Oppenheimer Global | 1.21% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
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Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
According to analyst Edward Yruma : "Among the key themes for ‘15 we have identified within our Softlines coverage (detailed below), we highlight the likelihood of slower spending growth within the higher-end demographic in critical international geographies, namely Europe, Japan, and China. Given its overlap/leverage to this dynamic, we downgrade TIF from Buy to HOLD, citing potential for weakness overseas to impact EPS growth in FY15. We now believe upside in shares is more limited despite continued momentum in its Americas region, strong innovation within its fashion jewelry collection, and brand strength. We think BUY-rated WWW (NYSE: WWW) and LULU (Nasdaq: LULU) present particularly compelling opportunities for ’15.
“TIF updates investors on Jan. 12th with its F4Q sales through Dec. While the Company will not provide its initial FY15 EPS outlook until it reports final F4Q results (in Mar.), our analysis suggests that continued sluggishness in Europe, Japan, and China could lead to a $0.30+/sh. headwind relative to our base case FY15 EPS scenario. Our current FY15E is $4.78 (FC $4.91).”
This stock may be more attractive to a fund manager on a pullback. Until a pullback occurs, this stock may be off the radar for some fund managers.
Symbol | Mutual Fund | Stake |
---|---|---|
VMCIX | Vanguard Mid Cap Index | 1.49% |
VTSMX | Vanguard Total Stock Market Index | 1.42% |
OPPAX | Oppenheimer Global | 1.21% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...