Marriott International Posts a Fine Second Quarter
July 12, 2012
Hotel chain Marriott International posted a solid second quarter. We think shares are fairly valued at this time.
SuperValu’s Dividend Cut Could Help The Grocer Survive
July 12, 2012
Grocer SuperValu reported a poor quarter and announced it will cut its dividend. We think shares of the grocer are undervalued, but a bit too risky for us.
We Agree With Abercrombie & Fitch: Its Stock Is Cheap
July 12, 2012
Reports are surfacing that the teen retailer will announce a plan to repurchase up to 15% of its stock. We generally don’t like teen retail, but Ambercrombie & Fitch is cheap. Still, we’d wait for a better score on our Valuentum Buying Index.
Amazon’s Newest Victim: hhgregg
July 11, 2012
Appliances and electronics retailer hhgregg slashed its guidance thanks to poor TV and audio equipment sales.
Cummins Stalls; Full-Year Outlook Slashed
July 11, 2012
Engine maker Cummins is cutting its full-year outlook in light of lower-than-expected demand. We touch on recent guidance cuts and the health of the economy.
AMD Warns On Revenue, We Like Intel Instead
July 10, 2012
Chipmaker AMD pre-announced poor results for its second-quarter revenue. We suspect earnings will also be poor, but we still like Intel.
Patriot Coal’s Bankruptcy Aftermath Hurts James River Coal
July 10, 2012
Weak demand and oversupply in the coal industry are severely impairing coal companies’ profitability. In the wake of Patriot Coal’s bankruptcy, investors are now concerned that James River Coal could be next. We dig into some of the names in the coal industry.
Alcoa Beats Estimates But We Don’t Like the Stock
July 10, 2012
Aluminum giant Alcoa reported better than expected results. We think shares are fairly valued.
Facebook May Start a Job Board To Compete With LinkedIn
July 10, 2012
Rumors continue to swirl that social media giant Facebook (FB) is in the process of creating a job board with its third party platforms to compete with LinkedIn (LNKD) and Monster Worldwide (). We understand why Facebook would want to compete with LinkedIn, especially after a Forbes article reported that LinkedIn earns $1.30 in revenue per hour of usage versus a measly $0.062 for Facebook. However, we’re unsure whether Facebook will be able to compete in the business networking space. Since its inception, Facebook has successfully captured a significant amount of its users’ free-time by providing a (mostly) unfiltered social experience. On Facebook, there’s a bit of a separation between one’s work life and one’s personal life. On the other
Ashford University is Denied Accreditation; We’d Continue to Stay Away From Bridgepoint
July 9, 2012
For-profit education provider Bridgepoint saw one of its schools, Ashford University, denied accreditation. We’d continue to steer clear of Bridgepoint and other for-profit education firms.
