In today's action, we look at Verizon's (NYSE:VZ) move to
unbundle its FiOS broadband and TV offerings to cater to those
wanting higher broadband speeds and more flexibility in their
plans. Wal-Mart's (NYSE:WMT) is offering home delivery services in
select markets, and we ponder whether this could help drive sales.
We launch coverage recently with a $105 price estimate for
Schlumberger N.V
(
SLB
), one of the world's largest providers of upstream oil & gas
exploration and production services. Ford (
F
) truck sales are getting a lift from its EcoBoost engines and its
new Explorer underscoring our positive view on its outlook. And
finally, we look at what fundamental and defensive drivers that
support our very optimistic stance on Aeropostale (
ARO
) despite the fact that many apparel retailers have been getting
hammered in the market recently.
Verizon is Unbundling TV in FiOS Packages to Capture
Broadband Demand
Verizon (NYSE:VZ) recently announced new FiOS package bundles
that allow customers greater flexibility and cost savings while
choosing a plan by adding flexibility to its national triple play
packages. The goal to give customers greater flexibility - for
instance those who want Internet and voice services but don't need
cable TV. So what does this indicate for Verizon and competitors
like AT&T (NYSE:T), Comcast (
CMCSA
) and Time Warner Cable (NYSE:TWC)? Below we take a quick look.
See article
Will Home Delivery be Next Growth Driver to
Wal-Mart?
Wal-Mart's (NYSE:WMT) latest move to venture into customers'
home could play a big role in bringing new growth opportunities to
the world's largest retailer. It launched an online grocery
delivery service "Walmart To Go" that allows customers to
purchase food, health-and-beauty products, medicine and other basic
household goods online and have them delivered to their doorsteps
for fees starting at $5. However, a minimum order of $49 is
required. Wal-Mart competes with other big-name retailers
like Target (
TGT
), Costco (COST), Amazon (AMZN) and Best Buy
(BBY).
See article
New Coverage: $105 Trefis Price Estimate for Schlumberger
N.V.
Schlumberger N.V (
SLB
) is one of the world's largest providers of upstream oil & gas
exploration and production services. Its oilfield services division
has a presence in over 80 countries that are classified into 4
'geo-divisions'. Schlumberger's oilfield revenues are evenly
divided across these divisions with none of them accounting for
more than 27% of the overall revenues. Competitors include
Halliburton Company (NYSE:HAL), Baker Hughes (BHI) and, in the
offshore and deepwater sector, Transocean (NYSE: RIG) is another
player with significant presence.
See article
EcoBoost Engine & Explorer Boost Ford Truck
Sales
Ford (
F
) increased U.S. sales of trucks and utilities by 11% year-on-year
in April 2011 as the EcoBoost engine helped drive sales in an
economy beset by increasing oil prices. We believe that the
continued success of Ford trucks and crossovers will help Ford
expand its North American market share. Ford mainly competes with
auto manufacturers like BMW (GR:BMW), GM (GM), Daimler
(ETR:DAI), Audi (GR), Honda (NYSE:HMC), and Toyota
(NYSE:TM).
See article