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Company Overview and News
The second half of the year isn’t exactly off to a sizzling start. Then again, July usually isn’t necessarily a barn-burner, with the S&P 500 averaging only a 0.9% gain.
NOV WBA EXCU WDC STX GOOG HUM CTSH BRK.A AMZN JPM BSX RSG GOOGL SYK DXC.WI EXC DXC WY
The 10-year yield rose ~60 basis points until the beginning of June. It has since come in a bit. This chart of the yield curve puts the situation into a more recent historical perspective:
PCG XEL PEG AEP.PRA SRE JHMU UTLF AEP UTES EXC NEE
We can break these charts down into two types: those that are in a rally: The AES Corp. (AES), Exelon Corp. (EXC), FirstEnergy Corp. (FE), and Public Service Enterprise Group (PEG), and those that are trading at/near 52-week lows: American Electric Power (AEP), Dominion Energy (D), Duke Energy (DUK), and PPL Corp. (PPL). This gives us two distinct groups to analyze for two different reasons. Let's look at them as two groups, starting with those in a rally:
DUKH AEP.PRA PEG YUM PPL EXCU AEP DUK AES.PRC FE EXC AES
Exelon Corporation (EXC - Free Report) announced that its subsidiary, Constellation, along with United Renewable Energy LLC have completed a 1.8 megawatt (MW) solar generation project located at Hunter Farms, in Jakin, GA. This solar project will consist of 5,305 photovoltaic panels fitted in a tracking solar array and operate under a 30-year Power Purchase Agreement (PPA), with Constellation selling all energy and environmental attributes to Georgia Power.
DUKH AEP.PRA GAPWP XOM EXCU DUK GPJA GPEPRA NRGEO NRG GPJ AEP EXC GPE.PRA
Exelon (NYSE:EXC) is an electric utility that has a complex corporate structure. The majority of Exelon’s energy is generated through nuclear energy and natural gas power stations. The focus of this article is on how politics on the federal and state level are affecting nuclear energy generation in the United States. In particular how the Trump administrations attempt to aid nuclear and coal power generation are likely to fail.
EXCU PE.PRA PE.PRB EXC PE.PRC PE.PRD
They were hit with rising bond yields at the end of last year and were further devalued during the early Spring sell-off. Afterward, the sector rallied for a few months and even got above its 200-day EMA. It has since sold-off twice, falling as the 10-year Treasury approached or went higher than 3%:
SOJA HD SO EXC
2018-07-13 - Asif
Overview Catabasis Pharmaceuticals is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of novel therapeutics based on its proprietary Safely Metabolized And Rationally Targeted linker, or SMART LinkerSM, drug discovery platform. The company's SMART Linker drug discovery platform enables it to engineer product candidates that can simultaneously modulate multiple targets in a disease. The company's proprietary product candidates impact pathways that are central to diseases where efficacy may be optimized by a multiple target approach. Catabasis Pharmaceuticals has applied its SMART Linker drug discovery platform to build an internal pipeline of product candidates for rare diseases, its primary focus, and plan to pursue partnerships to develop additional product candidates. The company's lead product candidate is edasalonexent, formerly known as CAT-1004, which the company believe has the potential to be a disease-modifying...
2018-07-09 - Asif
Overview Walmart Inc. helps people around the world save money and live better – anytime and anywhere – in retail stores and through eCommerce. Through innovation, Walmart is striving to create a customer-centric experience that seamlessly integrates its eCommerce and retail stores in an omni-channel offering that saves time for its customers. Each week, the company serve nearly 270 million customers who visit its more than 11,700 stores and numerous eCommerce websites under 65 banners in 28 countries. The company's strategy is to lead on price, invest to differentiate on access, be competitive on assortment and deliver a great experience. Leading on price is designed to earn the trust of its customers every day by providing a broad assortment of quality merchandise and services at everyday low prices ("EDLP"). EDLP is its pricing philosophy under which the company price items at a low price every day so its customers trust that its prices will not change under frequent prom...
2018-07-06 - Asif
Overview Nevro is a global medical device company focused on providing innovative products that improve the quality of life of patients suffering from chronic pain. Nevro has developed and commercialized the Senza® spinal cord stimulation (SCS) system, an evidence-based neuromodulation platform for the treatment of chronic pain. The company's proprietary paresthesia-free HF10TM therapy, delivered by its Senza system, was demonstrated in its SENZA-RCT study to be superior to traditional SCS therapy with it being nearly twice as successful in treating back pain and 1.5 times as successful in treating leg pain when compared to traditional SCS therapy. Comparatively, traditional SCS therapy has limited efficacy in treating back pain and is used primarily for treating leg pain, limiting its market adoption. The company's SENZA-RCT study, along with its European studies, represents what the company believe is the most robust body of clinical evidence for any SCS therapy. The compa...
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as of ET