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Thursday, March 29, 2012

April Strong for Stocks

By the tickerspy.com Staff | Indie Research



RELATED QUOTES

SymbolPriceChange
FDO58.36+0.12
PVH88.64-1.17
JOSB49.82-4.66
ZZ2.00+0.12
TOF2.198+0.68
Stocks retreated on the day, as a weaker-than-expected durable goods order sent stocks lower on the fears that Q1 might not have been as strong as suspected. More economically sensitive names were the hardest hit. Financials, though, continue to show strength heading into quarter end. We still think the market is due for a near-term pullback, although April has been a very strong month for stocks over the past few years.

The Dairy Product Stocks Index was the top performing tickerspy Index on the day, led by Tofutti Brands (AMEX: TOFNews) with a 45% gain. The Fuel Cell Stocks Index was the day's worst performing tickerspy Index, with Ballard Power Systems (NasdaqBLDP - News) down -6%.

Stocks fell on the day, with the Dow off -72 points to 13,126. The S&P lost -7 points to 1,406, while the Nasdaq gave back -15 points to close at 3,105. Oil dropped -$1.92 to $105.41 a barrel, while gold slumped -$27.00 to $1,657.90 an ounce.

In economic news, the Commerce Department said durable goods orders rose 2.2% last month, falling short of the 3.6% increase economists expected.

In earnings news, discount retailer Family Dollar Stores (NYSEFDO - News) said its fiscal second-quarter profit rose 11% to $136.4 million, or $1.15 per share, from $123.2 million, or 98 cents per share, a year earlier. Revenue increased 9% to $2.46 billion, as same-store sales rose 4.5%. Analysts had expected a profit of $1.13 a share on revenue of $2.46 billion. Family Dollarforecast a full-year profit of $3.55-$3.75 a share on sales of $9.32-$9.42 billion. Analysts were expecting a profit of $3.62 per share on revenue of $9.3 billion. For the fiscal third quarter, Family Dollar expects EPS of $1.01-$1.11. Analysts were expecting $1.06 a share. Shares of Family Dollar rose 0.2%.

Apparel maker PVH Corp. (NYSE: PVH - News) saw its Q4 profit rise to $81.2 million, or $1.11 a share, compared with $52.2 million, or 72 cents a share, a year earlier. On an adjusted basis, PVH earned $1.18 a share on revenue of $1.53 billion. Analysts had expected EPS of $1.10 on sales of $1.5 billion. Looking ahead, the company forecast a first-quarter profit of $1.23-$1.25 a share, which was below the $1.32 a share analysts were expecting, but the company said it expects a full-year profit of $6.10-$6.20, up from a previous forecast of $5.90-$6.00. The stock fell -1.3%. Sixpros counted PVH among their top holdings at the end of Q4 and nearly 70 tickerspy members own the stock in their portfolios.

Shares of JoS A Bank (Nasdaq: JOSB - News) plunged -8.6% after the men's apparel retailer said customer visits to its stores in the current quarter have been light due to bad weather. The company posted a fourth-quarter profit $44.1 million, or $1.58 per share, compared with $40.9 million, or $1.47, a year earlier as sales rose 9% to $346.3 million. Analysts had expected a profit of $1.58 per share.

Shares of mattress maker Sealy (NYSE: ZZ - News) surged 6.4% after the company posted a fiscal first-quarter profit of $1.2 million, or 1 cent a share, compared with a loss of -$902,000, or -1 cent a share, a year earlier. Sales rose 2% to $312.3 million. Analysts had expected a loss of -2 cents a share on revenue of $301.8 million. Three pros counted Sealy among their top holdings at the end of Q4 and nearly 50 tickerspy members own the stock in their portfolios.

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