Johanna Bennett, Barron's

Johanna Bennett


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Past articles by Johanna:

Biotech: What You Don’t Know…And What You Don’t Know You Don’t Know…Could Hurt You

One biotech analyst lays bare the challenges in predicting how science success will translate into profits. → Read More

Roche: The Big Pipeline Payoff

It isn’t every day that a major drug maker unveils a big clinical trial win. But two on the same day? Roche Holding (RHHBY) shares were on the rise Monday after the company released data from two separate studies for its new cancer and hemophilia drugs. Both are potential blockbusters and key pieces in CEO Severin Schwan’s strategy to offset shrinking revenue from older drugs facing patent… → Read More

Set for Sale: The Gap Is All About Old Navy

Apparently it is possible for clothing retailers to grow sales and profits. The Gap (GPS) is proof of that, raising its full-year forecasts after delivering fiscal third quarter financial results that beat expectations. The Street seems happy. The stock is up 9.4%, climbing above the $30 mark for the first time in a year. Jefferies analyst Randal Konik said it was a “high quality quarter,”… → Read More

Has Wal-Mart Won the Retail Wars?

What does Wal-Mart Stores (WMT) have that Target (TGT) doesn’t? It’s a fair question given how differently investors have reacted to the fiscal third quarter financial results unveiled this week by the two big box retailers. Shares of Wal-Mart are up more than 8.7% in recent market action to $97.61 after the results it unveiled this morning crushed expectations. And the broader retail sector is… → Read More

Is Wal-Mart a $100 Stock?

Wal-Mart Stores (WMT) is on track to post fiscal third quarter financial results tomorrow. The stock has been on a run in 2017, rising more than 31% since the start of the year, as Wall Street analysts have fallen over themselves to commend the retail giant’s efforts to ramp up its e-commerce effort and face off against (AMZN). The Street expects Wal-Mart to post per-share earnings of… → Read More

Target: Bull’s Eye or Bear’s Eye

Target (TGT) missed the bull’s eye with its holiday forecasts. Shares of the big box retailer are falling this morning after a weak forecast for the holiday shopping season overshadowed estimate-beating fiscal third quarter financial results that led the company to lift its full-year per-share profit estimates. Cowen analyst Oliver Chen rounded up the figures in a note out this morning. >… → Read More

Riding Amazon to New Heights

How T. Rowe Price Media & Telecommunications is beating 96% of its peers. → Read More

Which Will Pfizer Buy? Biogen or Bristol-Myers Squibb

Everyone has heard the talk. Pfizer (PFE) is getting ready to make a deal. the skinny on Wall Street is that the U.S. pharmaceutical giant has its eyes set on rival Bristol-Myers Squibb (BMY) and its immuno-oncology business. But Alex Arfaei, the pharma industry analyst at BMO Capital Markets, says a marriage with biotech giant Biogen (BIIB) “would make more sense.” He argues that Biogen, as a… → Read More

Nvidia: Did You Feel the Ground Shake, Too?

Shares of Nvidia (NVDA) hit an all-time record high today after the chip maker delivered third quarter financial results that crushed Wall Street’s expectations in an upside surprise that Mark Lippacis at Jefferies called “tectonic.” Can you feel the ground moving beneath your feet? Nvidia’s share price has more than tripled in value over the past 12 months, making for a eye-popping valuation.… → Read More

Valeant Pharma: Why This Bear Still Growls

It’s been a big week for Valeant Pharmaceuticals International (VRX). The troubled drug maker released estimate-beating third quarter financial results earlier this week that had many, even some of the biggest bears on the stock, commending the headway Valeant has made in streaming the company, fixing its balance sheet and getting new drugs approved. The market has rewarded the stocks. Shares of… → Read More

When Will Biotech Bounce Back?

Biotech stocks require a good deal of faith from investors. And with third quarter earnings season coming to an end, that faith has been shaken as a string of companies, including Amgen (AMGN), Biogen (BIIB), Celgene (CELG), and Gilead Sciences (GILD), were pressured by disappointments of one kind or another. Barron’s sees this selloff as a buying opportunity. Yet investor sentiment isn’t… → Read More

A Bright Spot in Blemished Biotech

Regeneron Pharmaceuticals’s (REGN) third quarter earnings report is a bright spot in what has been a dim month for the iShares Nasdaq Biotechnology ETF (IBB). The stock popped in morning market action, lifted 2.7% to $415.42 a share by estimate-beating results. The launch of its new eczema drug Dupixent helped to fuel the revenue beat. On the bottom line, Leerink’s Geoffrey Porges says there was… → Read More

Buying Qualcomm: Good, Bad or Ugly for Broadcom?

Shares of Broadcom (AVGO) are falling today after it announced yesterday a $130 billion offer to buy rival computer chip maker Qualcomm (QCOM). Despite today’s downward move, and speculation yesterday that Qualcomm is not pleased with Broadcom’s unsolicited bid, some analysts see value in the deal...for Broadcom. MKM’s Ruben Roy calls the deal “strategically and financially compelling,”… → Read More

Glaxo vs Gilead: Put ‘Em Up?

Is GlaxoSmithKline (GSK) about to throw down with Gilead Sciences (GILD) over a new HIV drug? RBC Capital Markets analyst Brain Abrahams says that recent patent portfolio activity by Glaxo suggests that the British drug maker may be preparing to initiate a lawsuit claiming that Gilead’s experimental HIV drug bictegravir infringes on its patents. > We note recent updates to GSK's broad… → Read More

CVS: No Comment

On Friday, Reuters reported that CVS Health (CVS) and Aetna (AET) are working on finalizing merger terms and could announce a deal as early as December. But according to Mizuho analyst Ann Hynes, CVS officials refused to comment on the potential Aetna deal during the conference call it hosted today following the release of its third quarter financial results. The drug store chain did announce… → Read More

Valeant: Fixing a Billion Dollar Mistake?

It was just over two years ago that Valeant Pharmaceuticals International (VRX) ponied up $1 billion in cash to buy Sprout Pharmaceuticals, a private drug maker that had just received FDA approval for a pill designed to stimulate the female libido. Today, Valeant announced that it was ridding itself of the drug maker, selling the subsidiary to its former owners. Valeant has been accused of… → Read More

In for a Penny, Down for the Count? JC Penney Craters, Takes Department Stores With It

If you needed any more proof that department stores are in trouble, look no further than J.C. Penney (JCP). Once upon a time, it was one of the largest retail chains in the U.S. Today, Penney is a shadow of its former self. So is the stock price, especially after the massive selloff it suffered today after the company unveiled dire financial predictions for the 2017 fiscal year. The shares… → Read More

The Biotech Blues: Gilead’s Earnings Another Sour Note in a Week Full of Them

Gilead Sciences (GILD) is still getting hit by hepatitis C sales. The biotech giant delivered estimate-beating third quarter profit late Thursday. Still, the shares fell after hours, and remained in the red this morning because sales of the company’s flagship hepatitis C drugs continued to fade and Gilead warned that competition would make for a rough fourth quarter. Gilead’s old rival, Abbvie’s… → Read More

The Biggest Loser: That’s How the Burrito Crumbles

The Mexican restaurant chain's share price fell to its lowest level in almost five years. → Read More

Chipotle: No Burritos for You!

Chipotle's stock is in a free fall today after the underwhelming third quarter financial results shook confidence in the restaurant chain's nascent recovery. → Read More