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.
Member Articles
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.
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.