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Valuentum Commentary
May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market. Apr 9, 2013
Good Bye Ron Johnson: JC Penney In Flux
Ron Johnson is out; Mike Ullman is in. Mar 7, 2013
Who’s Amazon’s Next Victim?
Placed, a consumer research firm, released a compelling list of companies at risk because of Amazon. Let’s take a look at the list. Mar 7, 2013
Eddie Lampert’s Buying More Sears, Should You?
Fourth quarter results were just okay, but Eddie Lampert clearly has faith in Sears. Feb 23, 2013
Nordstrom Is the Best Omni-Channel Retailer
The fourth quarter strengthens our conviction in Nordstrom as the top omni-channel retailer. Jan 11, 2013
Best Buy’s Holiday Sales Were Solid; Margins Are the Issue
Best Buy reports better than expected holiday sales, but what about the margins? Jan 9, 2013
Can Eddie Lampert Turn Around Sears?
Hedge fund titan Eddie Lampert finally takes the reigns at Sears, but is it too late? Nov 19, 2012
Sears Slide Continues
Sears posted a weak third quarter. We continue to have no interest in the shares. Nov 13, 2012
Housing Market Strength Propels Home Depot
The US housing market recovery continues to boost Home Depot, as it raises its full-year guidance. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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RadioShack’s shares may eventually become worthless. We expect increased volatility, and we’re staying far away from the stock.