More Strong Results from Retail
Williams-Sonoma and American Eagle posted strong results. We dig into the performance.
Brian Nelson
Toll Brothers Hits a Homerun
Homebuilder Toll Brothers reported blowout third-quarter earnings. We’re constructive on the US housing market, but we’re not interested in its shares at this time.
PayPal Expands Its Network; eBay Remains One of Our Favorite Holdings
PayPal signed a deal with Discover to use its merchant network. We analyze the deal.
Apple Victim Dell Changes to Survive
Dell issued a dismal outlook after reporting mixed second quarter results. The firm continues to struggle, and we remain on the sidelines.
Dividend Growth Gem Medtronic Posts a Decent First Quarter
Medical heart-rhythm device maker Medtronic posted solid first-quarter results. The company remains an attractive dividend growth idea.
Best Idea Altria Raises Guidance
Results of a debt tender offer were lower than expected, leading the firm to upwardly revise earnings estimates.
Best Buy on Its Way to Becoming a Value Stock
Best Buy continues to struggle, but we think it will become a value stock–just not yet.
Is Growth Back at Urban Outfitters?
We dig into the retailer’s strong second quarter, but we’re not fans of shares here.
Footlocker Rides Nike to Strong Second Quarter Results
Footlocker continues to capitalize on Nike’s strong product offerings, but we think shares are fairly valued.
Lowe’s Second Quarter Disappoints; Outlook Slashed
Home improvement heavyweight Lowe’s reported a poor second quarter, substantially lagging Home Depot. We continue to stay away from the shares.