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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