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Mar 25, 2013
FedEx Lowers Its Guidance…Again
FedEx has once again lowered its outllook for fiscal year 2013 after a weak third quarter. Mar 25, 2013
Michael Dell May Have to Sweeten His Offer
It appears Dell could be poised for a battle. Mar 25, 2013
Strong Iron Ore Supply Weighs on Rio Tinto
The market fears that oversupply in the iron ore market could wreak havoc on Rio Tinto's profitability. Mar 22, 2013
Nike’s Fundamental Momentum Accelerates
Nike's brand is on fire in North America, and the firm is recovering in Europe. Mar 21, 2013
Transparency Issues Not a Long-Term Concern for Lululemon
Lululemon is working through some quality-control issues, but we doubt it will hurt the perception of the brand. Mar 21, 2013
Oracle’s Third Quarter Wasn’t That Bad
Shares are down, but we don't think Oracle's future looks any worse. Mar 20, 2013
Adobe Kicks Off 2013 With a Solid First Quarter
Adobe is seeing strong subscriber growth in its Creative Cloud product, but we aren't interested in shares at this price. Mar 20, 2013
The E-Commerce War Between eBay and Amazon Heats Up
eBay's altering its fee structure to attract buyers. We like the move, but see some hurdles to long-term marketplace growth. Mar 19, 2013
DSW’s Fall Doesn’t Provide an Entry Point
DSW's weak start to fiscal year 2013 has the market worried, but we think shares look fairly valued. Mar 19, 2013
The Quick-Serve Restaurant Space Could Be Poised for a Rebound
With housing and jobs on the mend, we could see a nice rebound in consumers eating outside of the house. Let’s take a look at a few names in our coverage universe.
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