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.
Brian Nelson
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.
Kohl’s Sales and Earnings Fall
Department store Kohl’s is struggling to grow sales, as demonstrated by weakness in its second quarter.
Ralph Lauren Sees Weakness Ahead
Ralph Lauren posted decent first quarter results but painted a gloomy outlook. We believe shares are fairly valued.
Macy’s Posts a Solid Second Quarter
Macy’s reported a solid second quarter, but we think shares are fairly valued.
McDonald’s Share Price Is Nearing an Attractive Entry Point
McDonald’s reported weak same-store sales growth for July, but we don’t think one month is anything to worry about.
High Feed Prices Weigh on Tyson
Food producer Tyson reported lower than expected results. Though shares look cheap, we’re still waiting for improvement in its Valuentum Buying Index score.
Rio’s Short-term Weakness Creates an Interesting Opportunity
Mining giant Rio Tinto reported better than expected first-half results. We’re huge fans of the miner given its cheap valuation.