Under Armour Inc. shares got a rating upgrade from after analysts at Raymond James. Raymond James analyst Matthew McClintock raised his rating on the sports apparel and footwear retailer to "strong buy" from "outperform", citing the company’s risk/return profile.Under Armour said its "practices and disclosures were appropriate" and that it has been co-operating with the agencies on the investigations. For the full-year 2019, Under Armour is expecting earnings at the higher end of its prior forecast range of between 33 cents and 34 cents per share. The company now projects revenues to experience + 2% growth in the year partly due to lower-than-expected excess inventory; the forecast is lower than its prior guidance of +3% to +4% growth.  

Deere & Co. beat fourth quarter earnings expectations, but warned about a potential slide in construction and agricultural equipment sales in the coming financial year amid trade uncertainty. The agricultural, construction, and forestry equipment maker’s adjusted earnings for the three months ending in October came in at $2.14 per share, one penny ahead of analysts’ expectations.The figure, however, was -11.6% lower from the year-ago quarter. Net revenues increased +5% to $9.896 billion, surpassing analysts' forecast of $8.43 billion. Looking ahead, Deere projects fiscal 2020 full-year agricultural equipment sales to fall between -5% and -10%, and construction equipment sales to decline by as much as -15%.  CEO John May indicated that trade tensions along with a year of challenging growing and harvesting conditions have led to many farmers becoming cautious about making major investments in new equipment.

Home improvement retailer Home Depot (NYSE: HD) reported earnings on November 19.Personally, I think the selloff is overdone and is providing investors with an opportunity at this time. Home Depot has seen its earnings grow by 21% per year over the last three years and earnings were up 1% in the third quarter.

On November 25, China hinted at stricter rules to protect intellectual property rights and chip companies jumped as a result. One particular chip company I am watching is Microchip Technology (Nasdaq: MCHP).The stock did pull back in the first part of November, but it looks like it has reversed course at this point. We see how the daily stochastic readings dropped in to oversold territory in the last few weeks, but the indicators have turned higher and made a bullish crossover on November 22.

The oil & gas exploration sector went through a rough patch from November 5 through November 19 with the SPDR S&P Oil & Gas Exploration & Production ETF (NYSE: XOP) falling over 10% during that stretch.Cabot Oil & Gas (NYSE: COG) fell with the sector and continued to fall for a few more days.

It also slashed its price target on the shares  to $265 a share, from $308. Wells Fargo analyst Steven Cahall suggested that Netflix could be incurring a steep cost in its fight for market share in the cut-throat video streaming industry.Netflix won't be able to generate positive earnings on a per subscriber basis until 2022, per Cahall's analysis. Competition in the streaming business is getting only getting hotter.

Charles Schwab has agreed to acquire TD Ameritrade, the companies announced Monday. In the $26 billion all-stock deal, Ameritrade shareholders will receive 1.0837 Schwab shares for every share held, which thereby implies a 17% premium over the stock’s 30-day average price before news of the deal broke.  The merger between the two online brokerage companies would potentially lead to a combined 24 million customer accounts and more than $5 trillion in client assets.Schwab’s existing shareholders will own 69% of the combined entity, and TD Ameritrade’s present stockholders will own 18%. The merger news comes close on the heels of announcements  that both companies are planning to eliminate commissions for most of their respective online trades (as is being pursued by several online brokerages in the recent past). The Schwab-Ameritrade deal is expected to close in the second half of 2020 – subject to regulatory approvals.

Nordstrom Inc. posted stronger-than-expected third quarter earnings, and also boosted its full-year profit guidance. For the three months ending on November 2, earnings came in at 81 cents per share, surpassing the Street consensus expectation of 64 cents per share. Total revenues of 3.672 billion exceeded analysts' estimates, although falling - 2% from the year-ago quarter. Co-President Erik Nordstrom emphasized on the Off Price business’ positive sales growth and increased profitability through strong inventory and expense execution as some of the strengths in the quarter. Digital sales rose +7% from the year-ago quarter; the segment  now accounts for more than a third of the company's total revenues.But it re-iterated its forecast of a -2% decline in net sales.

Sure Dunkin Brands Group (Nasdaq: DNKN) operates 12,900 Dunkin Donuts locations, but it also has 8,000 Baskin-Robbins locations. The stock has been performing well over the last few years and there are a number of positive signs that it could continue to perform well. Looking at the fundamental statistics, the company has seen earnings grow by 14% per year over the last three years while sales have increased by 19% per year during the same timeframe.In addition, the profit margin is above average at 23.6%. The statistics above help give the company an SMR rating from Tickeron of 4.

CrowdStrike Holdings (Nasdaq: CRWD) is an infrastructure software company that offers security solutions at different levels through its Falcon platform.It jumped from around $60 to over $100 in August, only to fall back below the $50 level in the past few months. From a fundamental perspective, CrowdStrike seems to be running in to the same problem a number of companies that debuted in 2019 have run in to—if you aren't profitable, your stock will pay the price.

Carnival shares declined on Thursday, after analysts at SunTrust abandoned their bullish outlook on the cruiseline company’s shares. According to SunTrust  analysts, the company "lacks near-term catalysts". In a research note to clients, SunTrust analyst C. Patrick Scholes wrote that he is giving up the buy rating on Carnival, following a survey of travel agencies that implied reduced demand for Carnival vacations relative to its peers.Carnival is generating lower sales compared to its competitors, in particular Norwegian Cruise and Royal Caribbean.  Scholes also slashed his one-year price target on Carnival shares to $47 from $58.  

Walt Disney got a price target hike from Bernstein, thanks to the subscriber numbers for Disney+. Analysts at Bernstein raised their price target on the media behemoth's shares to $137 from $131.Bernstein analysts cited "astounding, no matter how many of them were promotional" subscriber numbers for Disney+, the media giant's newly launched video streaming service (according to Bloomberg). Launched on Nov. 12, Disney+ already has 10 million subscribers, according to Walt Disney. Following reports earlier this week that thousands of Disney+ users had their accounts hacked and placed on the dark web, the company came out with a statement saying that it takes the privacy and security of users' data very seriously and there is no indication of a security breach on Disney+.

Laureate Education (Nasdaq: LAUR) is a for-profit education company with a focus on countries outside the United States.The company is headquartered domestically in Baltimore, but focuses on building its education business outside the U.S. The company hasn't been performing very well lately both in terms of fundamental and price performance.

Even as several retail companies struggle with weak performances, TJX reported quarterly sales and earnings that surpassed analysts' forecasts. The off-price department store company's fiscal third-quarter earnings came in at 68 cents a share, beating the 66 cents a share expected by analysts polled by FactSet.The company expects same-store sales growth to be in the +2% to +3% range.  "We are convinced our holiday marketing campaigns will position us as a top shopping destination for exciting gifts at amazing prices," CEO Ernie Herrman noted.  

The company also slashed its full-year profit guidance. The retail company’s  adjusted earnings for the three months ending on November 2 came in at 74 cents per share, well below the Street estimate of 86 cents per share.The figure is also -24.4% lower compared to the year-ago quarter. Revenues, however, increased +5.8% year-over-year to $4.625 billion, exceeding analysts' expectations of $4.4 billion. For the full fiscal year 2019, Kolhl’s now expects earnings to range between $4.75 and $4.95 per share, down from its prior forecast of $5.15 to $5.40 per share.

Okta got a rating downgrade from analysts at Canaccord Genuity, who think the stock is already fully valued. Canaccord Genuity analysts lowered their rating on the cloud software company’s stock to hold from buy. They also slashed their price target on the stock to $120 from $145. Analyst Richard Davis indicated that Okta is "quite expensive”.The stock has rallied more than +100% from its low in December 2018.  Year to date, it has climbed more than +80%, but is slightly below its summer high of above $140. Nevertheless, Davis still views Okta as the leader by a large margin, while mentioning that competition is tightening a bit. In October, the company revealed various new offerings across security, authentication and more categories.

 Weiss also hiked his one-year price target on the shares to $169 from $140. The outlook boost is based on what the analyst perceives as better clarity in the company's shift toward a recurring revenue model.Weiss indicated that the shift likely suggests a durable 25%+ annual recurring revenue growth trajectory, with FY23 free cash flow approaching $1billion – and therefore looks undervalued at current levels, according to the analyst.

Latin American markets really tumbled in the first half of November and that caused the iShares MSCI Brazil Capped ETF (NYSE: EWZ) and the iShares Latin America 40 ETF (NYSE: ILF) to drop over 5% from November 4 through November 14.Both funds jumped sharply on the 15th and look poised to rally based on a number of different indicators. First, let's look at the EWZ.

T-Mobile U.S. (Nasdaq: TMUS) has been in the news a lot lately.Analysts expect earnings for 2019 as a whole to increase by 28%. Sales have grown as well, but not nearly as much as earnings.

Coty has decided to spend $600 million for a majority stake in Kylie Jenner’s cosmetics brand. The beauty company plans it to invest the amount for acquiring  a 51% stake in Kylie Cosmetics. Under the deal, Jenner and her team will lead the social media and product communications segments, while Coty will work on global promotion of her brand.The company also revealed a $3 billion write down in value of brands it acquired in 2015 from Procter & Gamble, which included CoverGirl and Clairol. Coty’s investment in Kylie Cosmetics  is expected to close in the third quarter of 2020. Coty called the transaction a "key milestone" for the company.