PartnerRe Poised for Long-Term Growth, Risks Linger - Analyst Blog - NASDAQ.com
Liberty Global currently carries a Zacks Rank #3 (Hold). Since 2010, ITV has been focusing on investing more on contents and acquiring valuable production assets in order to offer an increased number of TV shows. This strategy has allowed ITV to reduce its dependence on volatile advertising revenues. In the U.K. ITV's closest competitor is Channel 5, a subsidiary of Viacom Inc. ( VIAB ).
While the reinsurance industry is at an inflection point, PartnerRe enjoys a diversified business model, both geographically and across its reinsurance portfolio. Prudent capital management and lower debt obligations are also contributing to increase in premiums and return per unit of risk along with improved underwriting experience and above-average risk appetite, as compared to peers. The stable returns in 2012 and 2013 coupled with the ongoing growth momentum cast a favorable outlook for 2014. Moreover, increased capital deployment scores well with ratings agencies, and boosts investor sentiment. Inherent Risks Despite improved fundamentals, PartnerRe faces challenges such as intense price competition, increased claims expenses during higher catastrophes, sluggish property-casualty market cycle and the persistent low interest rate environment. Moreover, the widened spreads and low reinvestment rates have been dragging net investment income, which witnessed sharp declines throughout 2011, 2012, 2013 and in first-quarter 2014, slowly reversing the positive trend experienced in the past years.These factors limit chances of any significant upsides in the near term. Overall, a favorable risk-reward balance in the near term has prompted upward estimate revisions in the last 60 days.
Will Linear Technology (LLTC) Miss Earnings Estimates? - Analyst Blog - NASDAQ.com
On May 1, Arch Capital reported first-quarter 2014 operating earnings per share (EPS) of $1.20, 15.4% higher than the Zacks Consensus Estimate of $1.04. EPS was also higher than year-ago figure of $1.17. The upside was driven by 14.2% year-over-year growth in premiums and 13.8% upsurge in underwriting income along with stable combined ratio and net investment yield, despite the prevalent low interest environment.
Arch Capital Up to Strong Buy Ahead of Q2 Earnings Release - Analyst Blog - NASDAQ.com
( CHTR ), with Earnings ESP of +387.50% and a Zacks Rank #1 (Strong Buy). NVIDIA Corporation ( NVDA ), with Earnings ESP of +31.58% and a Zacks Rank #1. CommScope Holding Company, Inc. ( COMM ), with Earnings ESP of +4.84% and a Zacks Rank #1.
The Zacks Analyst Blog Highlights: Lockheed Martin, Huntington Ingalls Industries, B/E Aerospace, Raytheon and Boeing - Yahoo Finance
The spin-off would lead to cost synergies and increased operational flexibility for both the business arms. The company is set to report second quarter results on Jul 23. Raytheon Co.