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.READ FULL POST
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.READ FULL POST
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...READ FULL POST
02/06/14 - 04:59 PM EST
Congrats to these two companies, who-- well-- needed each other and created shareholder value in the processREAD FULL POST
02/06/14 - 04:05 PM EST
Frozen made Disney's quarter sizzling... How one hit was a game changer.READ FULL POST
02/06/14 - 03:57 PM EST
A bottoming in retail could be brewing...READ FULL POST
02/05/14 - 04:13 PM EST
Here's why this decision to "lose billions" is actually positive for sharesREAD FULL POST
02/04/14 - 06:14 PM EST
Many investors are disappointed by the appointment of an insider, Satya Nadella, for a company that needs change. Of course, there was originally much hype about an outsider coming in, including Ford's Alan Mulally. So why am I positive on this insider?READ FULL POST
02/04/14 - 05:28 PM EST
Share gain, having the right products, and marketing the right way. In consumer, this matters more than in any other sector. And these three are the stellar consumer quarters to benchmark all the rest against....READ FULL POST
02/04/14 - 05:12 PM EST
One positive China data point that helped the market to some degree today? The one from Yum Brands-the parent company of KFC, Pizza Hut, and Taco Bell-where china represents 60% of profits...READ FULL POST
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