The New Kindle Fire Won’t Change Our View of Amazon
Amazon announced the new generation of Kindle Fires, which look like excellent devices. However, we question the firm’s commitment to profit.
Brian Nelson
Earnings Round Up
A few thoughts on H&R Block and the Men’s Wearhouse after both reported earnings yesterday.
Finisar’s Outlook Disappoints
Telecommunications equipment provider Finisar reported weak first-quarter results and issued even weaker guidance.
FedEx Reduces Guidance on Weak Growth
FedEx reduced its earnings guidance range, citing weak global demand. We think shares remain fairly valued.
Will Windows 8 Be Tragic for Microsoft?
Windows 8 hasn’t hit the shelves yet, but skeptics are already declaring it a collossal failure.
August Auto Sales Rebound in a Big Way
The US auto market continues to expand at a nice clip. Some estimate the August SAAR at a healthy 14.5 million units. We dig into the results.
Zumiez Sales Surge But Its Earnings Outlook is Underwhelming
Teen retailer Zumiez reported solid second quarter results, but the firm failed to provide the Street with strong earnings guidance. We think shares are fairly valued.
Campbell Provides a Strong Outlook While Smithfield’s Business Suffers
Two food companies reported earnings Tuesday morning. We aren’t crazy about either.
ARM Warns about Weak Demand in the Second Half
ARM Holdings’ CEO announced that it expects weak end-market demand in coming periods, but we don’t think such a view will impact Apple.
Valuentum’s September Edition of Its Dividend Growth Newsletter!
The September edition of our Dividend Growth Newsletter is now available.