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Aug 18, 2011
Target Issues Strong Second Quarter, Posts Best Comps in Four Years
Target sems to be doing a great job navigating the perils of the domestic economic environment. Aug 17, 2011
Wal-Mart Raises Full-Year Guidance, Sam's Club Drives Results
Wal-Mart posted solid fiscal 2012 second-quarter results and raised its full-year guidance. We maintain the shares look fairly valued at these levels. Aug 11, 2011
Best Idea EDAC Tech Rises 15%+ on Valuentum Report
We reveal our market-moving report on EDAC Tech. Aug 11, 2011
Luxury Remains in Vogue: Macy’s and Ralph Lauren Report Blow-out Numbers
We take a look at Macy's and Ralph Lauren's recent quarterly results. Aug 11, 2011
Ignore the Market's Volatility; Rumors and Misinformation Plauge the Near Term
We provide our thoughts on the market's recent volatility. Aug 9, 2011
Disney Posts Decent Fiscal Third Quarter; Consumer Spending at Parks, Resorts Up
Disney posted decent fiscal third quarter results and noted an uptick in consumer spending at its parks and resorts. Aug 9, 2011
A Shopping List of 15 Solid Companies Amid This Market Turmoil
We highlight 15 companies that have reported solid second-quarter earnings and have faced pressure from the market's recent selloff. These names have been added to our watch list, a component of our Best Ideas Newsletter. Aug 6, 2011
Stay the Course; This is Not Lehman II, S&P Downgrade Meaningless
We discuss recent events, including poor manufacturing data and S&P's downgrade of the US' debt. All things considered, we remain positive on the equity markets. Aug 4, 2011
Nike: An Attractive Candidate in a Declining Market
We like Nike much more than smaller peer Under Armour and think the name could offer investors a nice entry point if the stock market continues to face pressure. Aug 4, 2011
Clorox Posts Fiscal Fourth-Quarter Results, Fiscal 2012 to Disappoint
Clorox posted fourth-quarter results that showed meager revenue growth and earnings expansion that was bolstered mostly by below-the-operating-line items. We think investors can find better opportunities, despite the Icahn bid.
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