The retailer reported on May 30 that same-store sales in May rose 4.2%."Our meeting with CEO Terry Lundgren and CFO Karen Hoguet increased our confidence that Macy's strong sales momentum will continue throughout 2012 and beyond," Bank of America Merrill Lynch analysts wrote in a June 1 report. "Macy's M.O.M. strategies (My Macy's, Omnichannel and MAGIC selling) should drive market share gains and enable Macy's comps to grow faster than its peers (for more details, see our recent deep dive report). We view the current valuation (5x 2013E EV/EBITDA and 10x 2013E P/E) as inexpensive given Macy's consistent sales performance, substantial earnings leverage, and strong free cash flow generation." Forward Annual Dividend Yield: 2.2%
Coca-Cola The soft drinks giant is expected to report second-quarter earnings on July 16. Analysts, on average, expect earnings of $1.20 a share on revenue of $13.03 billion. "While immediate macro impact of f/x moves and capital structure arbitrage should negatively impact earnings this quarter relative to consensus, we still view Coke as a core holding based on: (i) strong underlying fundamentals; (ii) potential ROIC boost from bottler divestitures and (iii) reasonable relative valuation given likely sales, gross margin and EPS growth acceleration as the year unfolds," Deutsche Bank analysts wrote in a May 28 report. "Maintain Buy, $80 target." Forward Annual Dividend Yield: 2.8%
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV