$COST (3/3/17) $170.5, cap $75bn, TEV $75bn, 17' rev $127bn (0.6x), EBITDA $5.2bn (14.5x), P/E $5.65 (30x), book (6x), rev gr 5%, div 1.1% xitter.cf/YahooFinance/status/83…
r/e value or trap? $M (3/3/17) $31.37, cap $10.3bn, TEV $17bn, 16' rev $26bn (0.7x), EBITDA $3bn (5.8x), P/E $3.05 (10x), div 4.8% xitter.cf/OptionRunners/status/8…
Macy's $M Hudson's Bay hasn't received equity financing for Macy's bid, Reuters reports
$KR (3/2/17) $30.92, cap $30bn, TEV $44bn, 16' rev $110bn (0.4x), EBITDA $5.7bn (7.7x), P/E $2.06 (15x), book (4.5x), rev gr 3%, div 1.3%
$SNAP (3/2/17) $25.00, cap $29bn, TEV $26bn, 16' rev $404mm (64x), EBITDA $-459mm, P/E $-0.51, book (8.3x), 15-16' rev gr 585%
$TGT (2/28/17) $59.30, cap $37bn, TEV $48bn, fiscal 18' rev $68bn (0.7x), EBITDA $7bn (6.8x), P/E $4 (15x), book (3.4x), rev gr -5%, div 4% xitter.cf/TheStreet/status/83628…
$JBLU (2/27/17) $19.97, cap $6.9bn, TEV $7.3bn, 17' rev $7bn (1x), EBITDA $0.6bn (12.2x), P/E $1.8 (11.1x), book (1.6x), rev gr 5% xitter.cf/JonathanMalina/status/…
$LUV (2/27/17) $58.43, cap $39bn, TEV $39bn, 17' rev $21bn (1.8x), EBITDA $5.3bn (7.4x), P/E $3.97 (14.7x), book (4x), rev gr 4%, div 0.5% xitter.cf/carlquintanilla/status…
$PZZA (2/22/17) $79.60, cap $3bn, TEV $3.3bn, 16' rev $1.7bn (1.9x), EBITDA $200mn (16x), P/E $2.74 (29x), ss gr 3-5%, eps gr 8-12% xitter.cf/jimcramer/status/83455…
I am struggling with this whole NFL hurt $PZZA thing. There's so much competition in pizza right now.
$WFM (2/21/17) $31.19, cap $10bn, TEV $10bn, 16' rev $15.7bn (0.6x), EBITDA $1.3bn (7.5x), P/E $1.56 (20x), book (3x), rev gr 2%, div 1.7% xitter.cf/Instaya/status/8326452…
$UL (2/21/17) $44.70, cap $57bn, TEV $71bn, 16' rev $58bn (1.2x), EBITDA $10bn (6.8x), P/E $2.08 (21.5x), book (3x), rev gr 4%, div 3.2% xitter.cf/thebrandindex/status/8…
$WFM (2/17) $30.91, cap $9.8bn, TEV $10bn, 16' rev $15.7bn (0.6x), EBITDA $1.3bn (7.4x), P/E $1.56 (19.8x), book (3x), rev gr 2%, div 1.7% xitter.cf/HedgeyeHWP/status/8325…
This is a great long from here! $WFM xitter.cf/sbanjo/status/83230630…
$FB (2/17/17) $133.53, cap $392bn, TEV $362bn, 16' rev $27.6bn (13.1x), EBITDA $18bn (20x), P/E $4.23 (31.6x), book (6.6x), rev gr 40% xitter.cf/THESTOCKER/status/8322…
$UA (2/17/17) $19.75, cap $8.6bn, TEV $9.5bn, 16' rev $4.85bn (2.0x), EBITDA $0.6bn (16.8x), P/E $0.58 (34x), book (4.3x), rev gr 12% xitter.cf/jimcramer/status/83314…
$HD (2/17/17) $143, cap $183bn, TEV $203bn, 16' rev $88.5bn (2.3x), EBITDA $15.3bn (13x), P/E $5.39 (26.5x), book (29x), rev gr 5%, div 1.9% xitter.cf/barronsonline/status/8…
$CPB (2/17/16), cap $18.2bn, TEV $21.6bn, 17' rev $8bn (2.7x), EBITDA $1.8bn (12.0x), P/E $3.09 (19x), book (11x), rev gr 0%, div 2.4% xitter.cf/bored2tears/status/832…
#Campbell Q2 EPS of 91c beats by 3c. Revenue of $2.17B misses by $50m. More: twitthat.com/naz0Y
$CPB -0.80% premarket
#earnings #stocks
$GIS (2/17/16) cap $36.5bn, TEV $45bn, 17' rev $15.7bn (2.9x), EBITDA $3.45bn (13x), P/E $3.09 (19.2x), book (6.0x), rev gr -5%, div 3.0% xitter.cf/GillianTan/status/8326…
$DVA (2/15/17) $64.85, cap $13.7bn, TEV $20.7bn, 16A rev $14.8bn (1.4x), EBITDA $2.6bn (8x), P/E $3.75 (17.3x), book (2.3x), 17E rev gr 6% xitter.cf/OpenOutcrier/status/83…


















