2. Pilgrim’s Pride (Nasdaq: PPC)
Pilgrim’s Pride is the largest
producer of Chicken in America.
Currently, over 45% of shares
outstanding are being sold short.
Some of that is due to the stock’s
180% run-up over the past two
years.
The larger story is the fact that
some investors don’t think Pilgrim’s
juicy margins will continue being so
strong in the future.
3. Here’s What You Should Watch
Over the Short-Term
• Analysts are expecting
Pilgrim’s to report revenue
of $2.2 billion.
• They are also expecting
earnings to come in at
$0.79 per share.
• For 2015, expectations are
set for $9.1 billion in sales
and $3.04 per share.
Over the Long-Term
• Who knows how long poultry
prices will stay so high, listen in
on the conference call to see
what direction management
sees the market taking.
• Just as importantly, corn and
soy prices have been low, and
that’s primarily what these
chickens eat. If management
sees these input costs rising,
margins will shrink.
4. Zillow (Nasdaq: Z)
Zillow is home to the world’s largest on-
line real-estate database .
Currently, over 43% of shares
outstanding are being sold short. Like
Pilrgrim’s the stock has shot up almost
180% over the past two years.
It also doesn’t help that the stock
trades for 350 times earnings, and the
company’s buyout of rival Trulia (NYSE:
TRLA) has been delayed again.
5. Here’s What You Should Watch
Over the Short-Term
• Analysts are expecting
Zillow to report revenue of
$90.1 million.
• They are also expecting
earnings to come in at
$0.28 per share.
• For 2015, expectations are
set for $445 million in sales
and $0.94 per share.
Over the Long-Term
• Average Monthly Users is a key
metric for Zillow. It usually falls
sequentially during the fourth
quarter, but investors should
feel good if the metric reaches
75 million.
• Pay attention to details of
Zillow Pro for Brokers, a service
which is growing rapidly, and
just eclipsed the 5,000 member
mark.
6. Tesla (Nasdaq: TSLA)
Tesla is the nation’s largest electric-
only car manufacturer.
Currently, over 26% of shares
outstanding are being sold short.
Tesla’s stock has shot up 550% since
January 2013, and it now trades for
375 times earnings.
Those are lofty valuations for any
company, so the slightest
disappointment could send share
reeling.
7. Here’s What You Should Watch
Over the Short-Term
• Analysts are expecting
Tesla to report revenue of
$1.2 billion.
• They are also expecting
earnings to come in at
$0.31 per share.
• For 2015, expectations are
set for $6.1 billion in sales
and $2.74 per share.
Over the Long-Term
• Tesla believes it will sell 11,200
cars in the fourth quarter. Last
quarter, production blips led to
lower-than-expected numbers.
Listen in to see if they were one-
off blips, or signs of a bigger
problem.
• Tesla’s gigafactory is the key to
producing more cars at a lower
cost. Listen in to the conference
call for any updates on progress
with the gigafactory.