Sales Surge at Five Below
September 11, 2012
Teen retailer Five Below reported strong revenue growth, but we’re not huge fans of the business model.
McDonald’s Same Store Sales Growth Returns
September 11, 2012
McDonald’s August sales rebound after a tough July, but we think shares are fairly valued.
Casey’s General Store Reports a Strong First Quarter
September 11, 2012
The Midwestern convenience store chain reported strong growth in prepared foods and fountain. We like the company but think its shares are fairly valued.
Why Warren Buffett Was a Valuentum Investor
September 11, 2012
The world’s most prominent investor was indeed more than just a value investor–he was a Valuentum investor.
Does International Paper Look Attractive?
September 10, 2012
International Paper is the largest firm in the paper products industry. With the shares off their 52-week high, does the firm now look attractive?
Ulta Continues Strong Growth
September 9, 2012
Beauty retailer Ulta continues to post tremendous sales and earnings momentum. We like the firm, but shares are expensive.
Lululemon Surges on Strong Earnings
September 8, 2012
Athletic retailer Lululemon reported fantastic earnings and issued upwardly revised guidance. We like the company, but not the shares at current prices.
Smith & Wesson Blows Away Estimates
September 7, 2012
Gun manufacturer Smith & Wesson reported strong first-quarter earnings. Shares are up well over 200% since we first highlighted the stock as undervalued.
Intel’s Guidance Cut Comes As No Surprise
September 7, 2012
Chip giant Intel (click ticker for report: ) updated its third quarter outlook Friday morning. The firm expects revenue of $12.9-$13.5 billion compared to its previous guidance of $13.8-$14.8 billion and below the consensus estimate of $14.2 billion. Gross margin expectations were reduced to 62% (+/- 1%), from its previous guidance midpoint of 63%. On the positive side, R&D spending will come in at the low-end of the firm’s guidance range of $12.1-$12.7 billion. Intel cited macroeconomic headwinds, reductions in supply chain inventory, lower enterprise spending and weaker emerging markets demand as the main drivers behind the guidance cut. Yet, the data center business continues to meet expectations, suggesting that weakness is mainly isolated to its PC operations. We’re not surprised
VeriFone Reports Mixed Third Quarter Results
September 7, 2012
Payment solutions provider Verifone reported mixed third-quarter results, and its outlook disappointed the market. However, we think shares look cheap.
