Did Square Stick a Fork in VeriFone?
We think concerns about Square are overblown, though profits at VeriFone may be lower in the long run. Shares remain cheap.
Brian Nelson
Finish Line Might Catch Up to Footlocker
Shares of Finish Line have lagged competitors, but we think that may change. We examine why.
Food Products Firms May Not Be As Safe As You Think
We walk through the competitive positions of three large food products firms: Archer-Daniels-Midland, Tyson, and ConAgra.
Constellation Brands Posts Better Than Expected Results But Shares Are Fairly Valued
Diversified alcohol firm Constellation Brands reported better than expected earnings in light of sluggish revenue growth. We aren’t interested in its shares.
Owens-Illinois: A Cheap Container Company
Though sales in Europe have taken a toll on results, we think shares of Owens-Illinois are inexpensive.
Informatica Blames Europe for Third Quarter Weakness
Informatica will report a weak third quarter, with Europe to blame.
Zynga’s Forecast Suggests Further Weakness Ahead
Zynga warned about its full-year outlook. We wouldn’t touch shares.
Winners and Losers Are Clear Again in September Retail Sales Results
September retail sales results are in. Let’s examine the winners and losers.
The Future Looks Even More Dire at Hewlett Packard
HP provided weak guidance amid its plans to restructure. Shares are cheap, but we have no reason to believe they won’t get cheaper.
Monsanto Reports Weak Fourth Quarter Results
Monsanto reported weak results, but shares remain fairly valued.