Category Archives: Companies

Bluegreen’s Share Price Plunges on Bass Pro Contract Cancellation

Shares of Bluegreen Vacations Corporation (BXG) received a double whammy in May from the parent company BBX Capital’s (BBX) decision to back out of its offer to buyback BXG’s public float – equal to 10% of outstanding shares – and … Continue reading

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Impairments Spark a Sell-Off, But Position BZH for an Earnings Rebound

Beazer Homes (BZH) reported a fiscal 2019 second quarter loss of $3.28 per share, compared with earnings of $0.36 per share in the comparable prior year quarter.  The loss included a large impairment charge and a much smaller gain on … Continue reading

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The Outlook Begins to Improve (Gradually) for BHGE

The net income and EPS figures for the 2019 first quarter for Baker Hughes, a GE company, are confusing as presented.  The company reported net income (before income or loss allocated to the non-controlling interest, which is GE) of $71 … Continue reading

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Peabody Energy: Maintaining Guidance Despite Disappointing in Q1

Peabody reported a sharp decline in its 2019 first quarter revenues and profitability (even though its earnings per share rose).  The declines were due to lower volumes, lower prices and higher costs in its seaborne metallurgical (SMC) and Powder River … Continue reading

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United Parcel Service (UPS) 18Q1 Results

UPS reported 19Q1 EPS of $1.28, down from $1.55 a year ago. Non-GAAP EPS, which excludes the after tax impact of transformation strategy costs – i.e. costs that “will create efficiencies across the enterprise and produce higher-quality revenue growth” – … Continue reading

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AT&T (T) 18Q1 Results

AT&T reported diluted EPS of $0.56 per share, down from $0.75 a year ago.  Non-GAAP adjusted EPS of $0.86 per share was up slightly from $0.85 last year and in line with consensus estimates.   The difference between GAAP and non-GAAP … Continue reading

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Arch Coal (ARCH) 18Q1 Results

Arch reported 18Q1 diluted EPS of $3.91, up from $2.75 in 17Q1 and well ahead of the consensus estimate of $2.71.  The gain in earnings came despite a 3.5% decline in revenues to $555.2 million, primarily because of lower expenses … Continue reading

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Acme United Corp. (ACU) 18Q1 Results

The company reported diluted EPS of $0.24 per share, up from $0.21 a year ago.  Sales declined 1% to $31.4 million due mostly to a non-repeat of a large order from a distributor who was launching a first aid kit … Continue reading

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American Express 18Q1 Results: The Momentum Continues

Earnings of $1.80 per share included a $0.21 charge related to merchant fees litigation.  Excluding that charge, AXP’s 2019 first quarter EPS would have been $2.01, up from $1.86 a year ago and in line with market expectations.  Management reported … Continue reading

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Cloud Peak Energy: Valuable Assets But Little Income

On January 29, Cloud Peak Energy (“CPE”) announced that it had hired a team of professionals to help it review its capital structure and formulate restructuring alternatives. That followed its announcement last November that it was pursuing strategic alternatives, including … Continue reading

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