• If you dont have the time to go through Barron's, Benzinga does a good job every Saturday highlighting articles.
  • This week's highlighted:
  • Drug companies like J&J are responding to the coronavirus by building platforms to take on future threats.
  • Intel is taking on rivals like AMD which could lead to chip wars.
  • Rundown of higher paying non-US dividend stocks
  • T-Mobile: expects  lawsuit do be decided in coming weeks should be positive.
  • Highlights stocks (Delta, Carnival, Royal Carribean, Wynn) that have been hit by the coronavirus that are worth looking at.
  • Positive on Alibaba going into earnings as a proxy for China economic growth.
  • Analyst expects on-line pet food sales to grow in the low 20% CAGR the next five years with Chewy expected to take half of the market share growth. Simple math tells us that if you expect this industry growth and Chewy to get levels approaching half of the projected growth, Chewy growth should be well above industry growth rates, implying upside to Street estimates?
  • Along with this growth and higher revenue per customer while customer acquisition costs decline, he expects margins to expand by 300 basis points the coming year.
  • Not sure whats really new with this call and the stock has had a good run the past two months, but this is a leader well positioned in a high growth sector.  Also a positive, Street sentiment remains mixed.
  • Stock is up 1.4% today.
  • While airline, hotel, casino and travel stocks are at risk from the Wuhan outbreak, article runs down stocks that could move up.
  • Primarily in the pharma, diagnostics and protective wear industries.
  • Good article that summarizes a nice growth story within the very strong (economically sensitive) airlines industry, as illustrated by Delta's recent results.
  • Key points include: 1) company still has much room to grow, 17% to 19% in 2020, 2) no exposure to 737 Max, 3) future M&A is likely, 4) company is rolling out a new loyalty plan and 5) cost performance is improving.
  • Illustrating all of this, yesterday the company pre-announced better than expected revenue growth and lower than expected expenses.
  •  We are fans of the stock and the airline.   While Street sentiment is very positive and the stock is off its $34 low, its still down from a $64 high about a year ago.