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Valuentum Commentary
Nov 8, 2012
Macy’s Posts Strong Earnings; Provides Bold Fourth Quarter Sales Outlook
Macy’s posted strong third quarter results, but we think shares are fairly valued. Nov 1, 2012
October Retail Roundup
Let's take a deep dive into October retail sales. Oct 4, 2012
Winners and Losers Are Clear Again in September Retail Sales Results
September retail sales results are in. Let's examine the winners and losers. Aug 30, 2012
Weaker Consumer Confidence Doesn’t Impact August Retail Sales
Though consumer confidence fell in August, it didn't impact retailers. We dig into the numbers. Aug 17, 2012
The Gap is Back…But We’re Not Chasing It Here
Gap continues to post excellent results, but we think the stock price is now way ahead of its fundamentals. Aug 17, 2012
Is Sears the Ultimate Value Stock?
We don't think so, but we assess the retailer after its weak second quarter results and bullish commentary from Bruce Berkowitz. Aug 16, 2012
Ross Stores Posts A Strong Second Quarter
Discounter Ross Stores posted strong second-quarter results, but shares are too rich for our liking. Aug 14, 2012
Strong Results Across the Retail Spectrum: Michael Kors, TJ Maxx and Saks
Brand names continue to drive results in the retail sector. Aug 11, 2012
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. Aug 10, 2012
Kohl’s Sales and Earnings Fall
Department store Kohl's is struggling to grow sales, as demonstrated by weakness in its second quarter. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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