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.
Exclusive Analysis for the Discerning Investor
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.
Brand names continue to drive results in the retail sector.
Media conglomerate Disney reported strong third-quarter results and secured The Avengers director.
Food distributor Sysco reported strong fourth quarter results, but we think food cost inflation could pressure gross margins going forward.
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.
JC Penney reported another abysmal quarter Friday, but CEO Ron Johnson contends that it’s all part of the plan.
We walk through some of the difficulties of being an auto-parts supplier and highlight a couple firms in the industry that look cheap.
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.
Energy drink maker Monster Beverage reported strong second quarter results, but some legal trouble has arisen.
Nordstrom reported solid second quarter results. However, we’re more encouraged by its plans to expand Rack over the next several years.