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Mar 13, 2013
FAA Clears the Boeing Battery Solution; Supply-Chain Value Still Evident
Boeing’s battery solution could lead to upside in the aerospace supply-chain. Mar 12, 2013
Costco Outperforms Wal-Mart and Target
Costco isn't feeling the pinch from the payroll tax or delayed tax refunds. Mar 12, 2013
Yum!’s China Recovery Begins
Yum!'s Chinese sales are recovering, but we aren't interested in shares. Mar 12, 2013
Gross Margins Recovering But Still Down At Urban Outfitters
FY2013 was stronger than FY2012, but profitability still has a ways to go to return to FY2011 levels. Mar 11, 2013
Lance Armstrong Ruins Dick’s Sporting Goods’ Fourth Quarter
Lance Armstrong's tarnishing of the LiveStrong brand weighed on Dick's fourth quarter results. Mar 11, 2013
House of Cards – A Sign That Netflix Can Become a Content Creator
House of Cards has received a strong reception that shows Netflix can make good content. Mar 11, 2013
Pandora’s Market Share is Improving…But Profitability Continues to Flounder
Revenue is surging at Pandora, but free cash flow remains elusive. Mar 10, 2013
Foot Locker Posts a Strong Fourth Quarter; Mr. Market Questions Guidance
Foot Locker’s guidance was weak, but 2012 results were fantastic. Mar 8, 2013
McDonald’s February Shows Stabilization
After excluding a calendar shift, McDonald’s February was pretty good. Mar 8, 2013
Best Idea EDAC Technologies Caps off 2012 With Huge Earnings Growth
Earnings and revenue surge at Best Idea Portfolio holding EDAC Technologies.
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