Congrats to these two companies, who-- well-- needed each other and created shareholder value in the process
Frozen made Disney's quarter sizzling... How one hit was a game changer.
A bottoming in retail could be brewing...
Here's why this decision to "lose billions" is actually positive for shares
Many investors are disappointed by the appointment of an insider, Satya Nadella, for a company that needs change. Of course, there was originally much hype about an outsider coming in, including Ford's Alan Mulally. So why am I positive on this insider?
Share gain, having the right products, and marketing the right way. In consumer, this matters more than in any other sector. And these three are the stellar consumer quarters to benchmark all the rest against....
One positive China data point that helped the market to some degree today? The one from Yum Brands-the parent company of KFC, Pizza Hut, and Taco Bell-where china represents 60% of profits...
The market on Tuesday turned up, and in my quick video, I focus on two key news items of today. Microsoft's announcement of Satya Nadella, who is currently the executive vice president of Cloud and Enterprise, marks a safe choice for the company but does highlight the company's focus of cloud and of enterprise versus consumer. The company has missed many opportunities in social, mobile and cloud, just as Facebook celebrates its ten year anniversary today. Retailer Michael Kors is surging after posting sales up 50% with European comps of 73% a real standout. Michael Kors and Under Armour have shown that in retail, execution can win out versus a sluggish macro and a polar vortex.
The market on Tuesday turned up, and Senior Stock Analyst Nicole Urken focuses on two key news items of today: Microsoft's new CEO and Michael Kors earnings.
A volatile week on Wall Street provides some opportunities. Check out my video here.