eBay Won’t Let PayPal Go
Best Ideas Newsletter holding eBay will not spin off PayPal and recent data suggests same store sales metrics are on a tear. We still like the firm, which scores a perfect 10 on our Valuentum Buying Index.
Brian Nelson
Strong Results Across the Retail Spectrum: Michael Kors, TJ Maxx and Saks
Brand names continue to drive results in the retail sector.
Disney Posts a Strong Third Quarter and Invests for the Future
Media conglomerate Disney reported strong third-quarter results and secured The Avengers director.
Sysco Reports a Strong Fourth Quarter, But Food Costs Could Hurt Profits
Food distributor Sysco reported strong fourth quarter results, but we think food cost inflation could pressure gross margins going forward.
Bottomline Tech Reports Fiscal Fourth Quarter Results
Cloud-based payment services provider Bottomline Tech reported better than expected fiscal fourth quarter results. We think investors should keep an eye on the company.
Ron Johnson’s JC Penney Plan Continues to Transform Stores
JC Penney reported another abysmal quarter Friday, but CEO Ron Johnson contends that it’s all part of the plan.
Weak Competitive Advantages in the Auto Supply Chain
We walk through some of the difficulties of being an auto-parts supplier and highlight a couple firms in the industry that look cheap.
Roundy’s Faces Stiff Competition; Earnings Fall
Midwestern grocer Roundy’s reported lower-than-expected results thanks to competition from Walmart and others. We like its valuation, but are not interested in the shares at this time.
Monster Beverage Continues to Grow, But Legal Troubles Arise
Energy drink maker Monster Beverage reported strong second quarter results, but some legal trouble has arisen.
Nordstrom Clears the Way for Long-Term Growth
Nordstrom reported solid second quarter results. However, we’re more encouraged by its plans to expand Rack over the next several years.