03/05/14 - 12:57 PM EST
It's been a pretty volatile last 12 months of sports apparel maker, Lululemon. After being the darling on Wall Street for many years with double digit growth, superior execution and exciting sports apparel products, the company stumbled in 2013 and shares have fallen 34% from its highs.READ FULL POST
03/03/14 - 09:00 AM EST
If you'd read some of my posts on my blog, you'll notice a pattern. I like turnaround stories, management changes, and restructurings. Companies that have been mismanaged but have a brand name and potential for market share gains, revenue upside and potential for margins to recover which in turn could lead to positive operating leverage. Based on this theme, my next idea is Diebold.READ FULL POST
02/25/14 - 04:52 PM EST
Express Scripts is one of the largest PBM (Pharmacy Benefit Management) companies in the U.S. with over 1.5 billion in administered prescriptions a year. It is an industry bellwether, has a strong new management team and a solid balance sheet. 2013 was a decent year for the company and the stock gained 30% but I think the story gets better in 2014...READ FULL POST
02/24/14 - 08:58 AM EST
I always like a good restructuring story especially where a company has good assets, a strong balance sheet and solid Free Cash Flow generation potential. Royal Dutch Shell fits the bill in my view. It is one of the largest energy producers in the world that operates in 140 countries, has a total proved reserve base of over 13 Billion Barrels of Oil Equivalent....READ FULL POST
02/21/14 - 07:22 AM EST
I like the long-term story of Panera and the price on a pullback. Earlier this week, on CNBC's Fast Money Halftime, Mike Murphy and I debated the bull vs. bear case on Panera. I was the bull. It was ahead of the company's 4Q earnings report and although I'd like to take credit for saying to buy it ahead of the print, I didn't. My positive position really was more longer term, not quarter-specific...READ FULL POST
02/18/14 - 04:49 PM EST
Coca-Cola shares are down almost 4% today following its disappointing 4Q results. Underneath the surface there were puts and takes to the quarter but investors are focused on the disappointing 1% total volume growth for the quarter (expectations were for 2-3%) and the 1% decline in North America volumes.READ FULL POST
02/14/14 - 09:55 AM EST
The truck cycle is starting to show signs of improvement. Several data points have shown up recently with the most compelling being the ACT Heavy Duty Class 8 Industry wide data showing a 51% year over year increase in January units to 34,7000 vs. 31,800 units in December - the fourth consecutive month above 20,000 units and the largest figure since April 2011.READ FULL POST
02/12/14 - 03:45 PM EST
Year to date both Home Depot and Lowe's are off 7% on concerns about the lackluster demand from the consumer and the potential negative impact from the cold/wet weather that has been seen around the country in December, January, and the first part of February.READ FULL POST
02/11/14 - 02:58 PM EST
After a strong recovery in 2013 for the auto makers, the recent data points haven't been favorable for the group on fears of higher incentives, rising inventory levels and a fragile consumer.READ FULL POST
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