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Page 2 of 15

Understanding the Health Food Space

By Nicole Urken

Aren't we seeing continued long-term trend of anti-obesity plays? Health food, organic food and beyond are in for the long-term. This was a big theme in Get Rich Carefully. So have you been scratching your head about the almost-20% decline in Whole Foods yesterday to the high $30s, not to mention the long decline since it stood at over $60 back in November....

04:37PM 05/08/14

Disney = Buy and Hold. Why? Because it is Changing

By Nicole Urken

If you want to understand why Disney is a stock you can buy for kids and hold over the long term, it's because the company is staying ahead of the game by constantly transforming itself.

05:11PM 05/07/14

Market to Companies: No Tolerance for Spending

By Nicole Urken

The combination of high valuation, no or low profitability and high spending are no longer getting a free pass in this market. Beware of the rotation. It is powerful and will give you whiplash if you dig in your heels and focus on the fundamentals...

02:39PM 05/07/14

Two Acquisition Winners: Post Holdings and Zebra Technologies

By Nicole Urken

The bottom line? We haven't seen a huge amount of M&A this year, but it always key to recognize the winners when they come....

02:15PM 05/06/14

The IPO Risk-Factor in the Market

By Nicole Urken

As a follow-up to my previous post, am including a more in-depth analysis of the aftermarket performance of IPOs. As has been noted, plaguing the markets year to date has been the bloodbath in the momentum names--particularly names with no earnings. One thesis regarding the pain in these names is the simple law of supply and demand. Simply put, there is just too much supply....Just look at these aftermarket returns...

01:23PM 05/06/14

Botox at the Center of Recent Healthcare M&A Flurry

By Nicole Urken

How wrinkle reduction is at the crux of the recent M&A frenzy....

11:07AM 04/24/14

Is the robust IPO market affecting the broader indices?

By Nicole Urken

There has been a lot of debate of late about whether some of the pain in the so-called momentum names in the last month has something to do with growth money coming into the IPO space...

03:53PM 04/10/14

The Momentum Tell and the Yellen Timeline

By Nicole Urken

Talk about whiplash. Yesterday's surge upward was met today with, well, a selloff. So, what gives? What's happening here.

02:47PM 04/10/14

Under Armour is cheap! (yes, I said cheap)

By Nicole Urken

This junior growth name still has much room to run based on market potential and new roll-outs.

06:26PM 03/27/14

FedEx Corp is a Buy

By Nicole Urken

Even after a lackluster quarter, future remains bright for FedEx

01:58PM 03/19/14

Page 2 of 15

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