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Opinion

Greenberg: Putting Lipstick on Ulta

Greenberg: Putting Lipstick on Ulta

  • Tickers in this article:
  • ULTA

The saga continues: No stranger to readers of this blog or my Reality Check newsletter, where it has long been red-flagged, Ulta Salon's stock is one of the most confounding among retail stories.Its shares have remained remarkably resilient, even in the recent rout, as CEO Mary Dillon made the rounds with New York analysts this week to discuss the company's makeover. It's not that the company, in the midst of a strategic review, is broadcasting that it is making widespread changes.But in his report earlier this week reiterating his "outperform" on Ulta, after hosting investor meetings with Dillon, analyst Gary Balter said he was impressed with her plans to "reinvest in infrastructure, brand positioning, marketing and customer relationships..."In other words, a costly makeover that even Balter concedes "is on improving results over the next five years, not on the quarter."

04/16/14 - 03:23 PM EDT

Sozzi: Coke Isn't It

  • Tickers in this article:
  • KO
  • PEP

The company has positioned itself very poorly for the future of goods consumption.

04/16/14 - 02:02 PM EDT

Greenberg: Putting Lipstick on Ulta

Greenberg: Putting Lipstick on Ulta

  • Tickers in this article:
  • ULTA

The saga continues: No stranger to readers of this blog or my Reality Check newsletter, where it has long been red-flagged, Ulta Salon's stock is one of the most confounding among retail stories.Its shares have remained remarkably resilient, even in the recent rout, as CEO Mary Dillon made the rounds with New York analysts this week to discuss the company's makeover. It's not that the company, in the midst of a strategic review, is broadcasting that it is making widespread changes.But in his report earlier this week reiterating his "outperform" on Ulta, after hosting investor meetings with Dillon, analyst Gary Balter said he was impressed with her plans to "reinvest in infrastructure, brand positioning, marketing and customer relationships..."In other words, a costly makeover that even Balter concedes "is on improving results over the next five years, not on the quarter."

04/16/14 - 03:23 PM EDT

Article
Sozzi: Coke Isn't It

Sozzi: Coke Isn't It

  • Tickers in this article:
  • KO
  • PEP

The company has positioned itself very poorly for the future of goods consumption.

04/16/14 - 02:02 PM EDT

Article
Jim Cramer: Spotting a Bottom Is No Easy Affair

Jim Cramer: Spotting a Bottom Is No Easy Affair

See: yesterday's rapid lockstep reversal.

04/16/14 - 11:17 AM EDT

Article
Huntington Earnings Fall On Legal, Acquisition Costs

Huntington Earnings Fall On Legal, Acquisition Costs

  • Tickers in this article:
  • HBAN

Huntington Bancshares earnings declined slightly in the first quarter, on acquisition costs and an increase in litigation reserves despite growth in several business units.

04/16/14 - 09:08 AM EDT

Article
What Economists Don't Understand About Inflation (and Consumers Do)

What Economists Don't Understand About Inflation (and Consumers Do)

Economists scoff at the notion that prices are rising, but consumers are being hit where it hurts.

04/16/14 - 09:48 AM EDT

Article
Bank of America Adds $2.4B to Legal Reserve, Won't Say Why

Bank of America Adds $2.4B to Legal Reserve, Won't Say Why

  • Tickers in this article:
  • BAC

Bank of America increased its legal reserve by $2.4 billion during the first quarter, but wouldn't say why.

04/16/14 - 10:34 AM EDT

Article
Katz: Wells Fargo and JPMorgan Are Buys

Katz: Wells Fargo and JPMorgan Are Buys

  • Tickers in this article:
  • JPM
  • WFC

Both stocks trade at nice values, and JPMorgan is a bargain after a one-off earnings miss.

04/15/14 - 01:18 PM EDT

Article
PIMCO Sees Flaw in Obama Fannie Freddie Wind-down Plan

PIMCO Sees Flaw in Obama Fannie Freddie Wind-down Plan

One of the world's largest asset managers has joined a growing chorus of critics of legislation proposed by Sens. Tim Johnson (D, SD) and Mike Crapo (R., ID) which is widely seen as President Obama's favorite plan to reform the U.S. housing market by winding down Fannie Mae and Freddie Mac.

04/15/14 - 12:58 PM EDT

Article
Five Things to Know About the Fed's Obsession With Inflation

Five Things to Know About the Fed's Obsession With Inflation

Here's how the Fed's easy-money policy hurts economic growth.

04/15/14 - 10:59 AM EDT

Article
US Airways Caught With Its Pants Down

US Airways Caught With Its Pants Down

  • Tickers in this article:
  • TWTR
  • AAL

A Twitter mistake went viral, another sign that it's a new era in corporate communications, sometimes with embarrassing consequences.

04/15/14 - 11:49 AM EDT

Article
Citigroup $50B Tax Controversy Still Worries Analysts

Citigroup $50B Tax Controversy Still Worries Analysts

  • Tickers in this article:
  • C

Citigroup continues to face scrutiny from analysts over a roughly $50 billion tax asset it has claimed ever since the crisis.

04/15/14 - 09:00 AM EDT

Article
Salmon: Private Equity Math, Nuveen Edition

Salmon: Private Equity Math, Nuveen Edition

TIAA-CREF is buying Nuveen Investments for $6.25 billion. The sale marks the end of an ill-fated acquisition by private equity shop Madison Dearborn in 2007, just before everything fell apart.

04/15/14 - 06:00 AM EDT

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