Footlocker Rides Nike to Strong Second Quarter Results
Footlocker continues to capitalize on Nike’s strong product offerings, but we think shares are fairly valued.
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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.
Dick’s Sporting Goods’ Strong Growth Continues
Dick’s Sporting Goods reported strong second quarter results, but we aren’t fans of shares at current levels.
Ralph Lauren Sees Weakness Ahead
Ralph Lauren posted decent first quarter results but painted a gloomy outlook. We believe shares are fairly valued.
Under Armour Continues to Grow…But Not Profitably
Under Armour reported strong second quarter revenue growth, but the firm failed to meet our earnings growth estimates. Shares remain overvalued.
Cummins Stalls; Full-Year Outlook Slashed
Engine maker Cummins is cutting its full-year outlook in light of lower-than-expected demand. We touch on recent guidance cuts and the health of the economy.
Nike’s Fourth-Quarter Results Were Very Disappointing
Nike reported fiscal fourth-quarter results on Thursday. Top-line growth at the firm was strong, but it did not fall to the bottom line.
Facebook and Its Wide Range of Future Outcomes
Facebook could either be a 1) a dud, 2) pretty much what it is now, or 3) the new Internet. We dig into these scenarios and arrive at an expected fair value for each.
Under Armour Remains Overvalued
We dig into why we think the market is overly optimistic about Under Armour, but there are plenty of reasons why we’re not re-establishing a put position on the athletic apparel company at this time.
Lululemon’s First-Quarter Results Show No Signs of Slowing
Though shares of the athletic-clothing retailer have stumbled today, we think the firm’s lower-than-anticipated guidance is not material to its long-term intrinsic value.