02/18/14 - 10:35 PM EST
The big news of today was Actavis' announcement o buy Forest Labs for $25 billion. And this is much more than just another win for Carl Icahn, the second largest holder of Forest Labs, which has gotten a lot of focus in media outlets.
02/13/14 - 10:42 AM EST
Want to try to game these as a trade? Don't try - they are long-term winners
02/12/14 - 12:06 PM EST
UBS published a troubling report today on Amazon's ability, or lack thereof, to raise prices on their Amazon Prime service. The survey found that while 94% of Amazon Prime customers surveyed indicated they would likely renew at the $79 current annual fee, those percentages dropped precipitously when price increases of $20 and $40 were introduced (to 58% and 24%, respectively).
02/12/14 - 11:19 AM EST
While the homebuilders align more strongly with rate changes, the building products group is a way to play cyclical improvement in construction and home pricesimproving--not to mention non-residential construction where we are seeing a turn.
02/10/14 - 11:34 AM EST
Over the weekend, media outlets reported that Yahoo was partnering with Yelp on Local Search. Here's why it matters.
02/07/14 - 06:39 PM EST
Why did Fairway even go public? This smaller 'neighborhood' healthy supermarket framed itself as a Whole Foods look alike but what they didn't realize is that it is trying to open new stores too aggressively without getting the core traffic...
02/06/14 - 04:59 PM EST
Congrats to these two companies, who-- well-- needed each other and created shareholder value in the process
02/06/14 - 04:05 PM EST
Frozen made Disney's quarter sizzling... How one hit was a game changer.
02/06/14 - 03:57 PM EST
A bottoming in retail could be brewing...
02/05/14 - 04:13 PM EST
Here's why this decision to "lose billions" is actually positive for shares