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Page 4 of 15

Biotech Continues to Lead Market: Innovation and M&A

By Nicole Urken

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.

10:35PM 02/18/14

Online Travel Agencies: Secular Winners

By Nicole Urken

Want to try to game these as a trade? Don't try - they are long-term winners

10:42AM 02/13/14

Conundrum: Can Amazon Handle Increased Prime Pricing?

By Nicole Urken

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).

12:06PM 02/12/14

Building Products: The Pink Panther as a Leader?

By Nicole Urken

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.

11:19AM 02/12/14

Social Media: Yelping Momentum for Market

By Nicole Urken

Over the weekend, media outlets reported that Yahoo was partnering with Yelp on Local Search. Here's why it matters.

11:34AM 02/10/14

Always Stick with Best of Breed: Whole Foods vs Fairway

By Nicole Urken

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...

06:39PM 02/07/14

Green Mountain Coffee and Coca-Cola: Taking Their Fate Into Their Own Hands

By Nicole Urken

Congrats to these two companies, who-- well-- needed each other and created shareholder value in the process

04:59PM 02/06/14

Blockbusters Still Matter--Disney vs Twenty-First Century Fox

By Nicole Urken

Frozen made Disney's quarter sizzling... How one hit was a game changer.

04:05PM 02/06/14

Are we seeing a bottoming in retail?

By Nicole Urken

A bottoming in retail could be brewing...

03:57PM 02/06/14

I Liked CVS' Move To Quit Cigarettes... For the Stock

By Nicole Urken

Here's why this decision to "lose billions" is actually positive for shares

04:13PM 02/05/14

Page 4 of 15

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