We believe Viacom is undervalued in the market right now as the demand for quality content has never been greater.
We will nibble on Kohl's shares this afternoon and upgrade our rating back to a ONE.
While the market remains in what we view as a bottoming process, inventory remains a headwind placing upward pressure on list prices.
Jeff and Zev fill in for Jim and talk about Monday's trades, recap Honeywell's earnings, and much more!
We're making moves on Cisco, Disney and Home Depot.
We exited one position for a large gain and downgraded four others last week.
Markets see flat trading for first week of earnings season.
Core retail sales (retail sales excluding autos, gas, building materials and food services) advanced 1.0% beating the 0.4% estimate.
Jim and Zev discuss earnings season so far, Honeywell's impressive results, Danaher, our financials, and Nvidia.
We like the flexibility we have with our war chest of capital and look forward to our hunt for the next Danaher.
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