Financial Movers

Late last month, Lowe's (#LOW) announced that they're raising its dividend by 33% to $0.80. Of course investors are thrilled, but the company still has a relatively low dividend yield when compared to rival Home Depot (#HD). Does that mean the Lowe's dividend still has growth to come?

Costco (#COST) is trading at $396, putting it next to its all time high and up +31.2% on the 1Y. But is it a good idea to buy the stock at an all time high?

The answer is found in the stocks fundamentals. Not its current current stock price. And the fundamentals stack up well. Last month, in May, #Costco announced FQ3 earnings and beat expectations across the board.

Total Non-GAAP EPS of $2.84 (beat by $0.56) and revenue of $45.28B (+21.5% Y/Y). To top it all off, comparable sales were recorded of +15.1% and E-Commerce of +38.2%.

There were many skeptical investors that believed Costco had a superb 2020 because of pandemic circumstances, but so far, momentum is carrying through 2021. If the big-box company can keep this momentum up then buying at an all time high may be considered cheap in the not so distant future.

Shares of FedEx (#FDX) are up +124.8% over the past year. Once investors understood that everyone would be buying online during the pandemic and Fedex would be delivering, they gobbled shares up!

But now the stock is digesting its new price level between $240 and $300. It's not sure where to go. Buyers don't know if they should buy more, or transform into sellers and take profit.

What is known is the earnings. And their earnings that they reported yesterday were EXPLOSIVE. The company announced Q4 Non-GAAP EPS of $5.01 (beats by $0.01) and revenue of $22.6B (+29.9% Y/Y).

But is the growth sustainable? Or was this a once in a lifetime blip? Well, ask yourself how people will be buying holiday gifts this year when November and December roll around. Will it be online? If so, who will deliver those gifts? If you believe it's FedEx then you must believe that revenues will only continue to go higher and their stock is an investment to be made.

Nike (#NKE) is known for their athletic apparel, but give it some time and they may be known for their rapid stock and dividend growth!

This evening the company reported Q4 earnings and SMASHED analyst expectations. EPS beat by $0.42 and revenue totaled $12.34B (+95.6% Y/Y).

It's almost unbelievable to see near 100% growth in a mature name like #Nike, but they're expanding globally! Is paying more than $130 for a share of Nike expensive? Or is it actually cheap?

Adobe (#ADBE) is trading at an all time of $576 and rightfully so. The computer software company reported record earnings last week that topped analyst expectations and give context as to why shares are at highs. 

FQ2 EPS was reported of $3.03 (beat by $0.21) and revenue of $3.84B (+22.7% Y/Y).

But think about what Adobe sells. Photoshop, Lightroom, PDF, e-signature applications. Those are products that are thriving in a digital age. So it's not surprising that revenues were record breaking, especially when taking into account how much digital progressed in 2020. But, is Adobe stock worth buying at all time highs?

Kroger (#KR) may not be as sexy as a high flying name in tech space, but does that mean it still can't growth? Can it be both a value buy and a growth stock? Yes!

This morning #Kroger announced Q1 earnings and beat analyst expectations. EPS beat by $0.20 and revenue beat by $1.43B. To top it all off, the company is rewarding share holders and planning on a $1B share buyback!

A lot of momentum has been built behind the supermarket chain since last year's pandemic. Shares are up +18% for the year and nearing long-term resistance of $40. Is now a good time to buy, sell, or hold KR stock?

VMware is a cloud computing and technology company that isn't talked about enough. Their revenues have increase up +317% from $2.8B in 2010 to $11.7B as of last year. But, their stock price is only up +74% over the past 10 years. 

Although their stock price has averaged 7.4% per year over the past ten years, it's averaged +31% over the past five years as the cloud business continues to develop. Is this the new trend for VMware shares?

Electronic Arts (#EA) is a powerhouse in the video game industry. Not only has the company been able to bring in millions and offer a dividend to investors, but shares have also rewarded investors handsomely by averaging more than +18% over the past 5 years.

But is EA the best video game stock to buy?

The company reported Q4 2021 earnings last month and gave mixed numbers. GAAP EPS of $0.26 (misses by $0.09) and net bookings of $1.49B (+18.3% Y/Y).

It was great to see net bookings increasing, but the company failed to increase total revenues for the quarter. Likewise for full fiscal year guidance, net bookings are supposed to increase to $7.3B while net income drops significantly. Will rising expenses and lower operating income continue to be a trend? Should investors look elsewhere if they want a video game investment?

Since April of this year, shares of Walmart (#WMT) have barely been hovering over $140. There's a battle between bulls and bears as they play tug-of-war and bears are now slowly dragging the price below $140.

Now that shares are at $139.08, investors may want to buy on the stock and give it support. But do the fundamentals stack up to warrant a buy?

Last month, #Walmart reported Q1 earnings that beat analyst expectations. Earnings came in with non-GAAP EPS of $1.69 (beats by $0.48) and revenue of $138.3B (+2.7% Y/Y).

But can revenues keep going up? Numbers were largely driven by an increase in membership sales and eCommerce. If investors believe that at least one of those can continue to rise, then a support buy below $140 may be warranted.

Chipotle (#CMG) stock has rewarded investors well. Over the past five years, the stock is up +208, which is an average yearly gain of +41%. Will CMG stock continue to go up?

This past April, #Chipotle announced Q1 earnings and gave numbers that could point to more growth to come. They reported Q1 Non-GAAP EPS of $5.36 (beats by $0.45) and revenue of $1.74B (+23.4% Y/Y).

Since reporting, shares are down -15% and it's possible that they're down because management failed to give 2021 guidance due to COVID-19. Also, inflation fears could be spooking investors as food prices and labor go up But, they did announced that there should be 200 new restaurants being opened, which should boost revenues further.