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Feb 28, 2013
Vitamin Shoppe Falls…Is the New GNC Gold Card Program to Blame?
To some extent, we think so, but price competition from Amazon and Bodybuilding.com are the biggest concern. Feb 28, 2013
Target Remains Cautious on 2013; Shares Look Fairly Valued
Target’s outlook for 2013 was decent, but we don’t see much upside. Feb 26, 2013
RadioShack’s Slide Continues; Cash Flow is Terrible
Investing in RadioShack at this time seems a lot like buying a lotto ticket. We're not interested. Feb 23, 2013
Nordstrom Is the Best Omni-Channel Retailer
The fourth quarter strengthens our conviction in Nordstrom as the top omni-channel retailer. Feb 13, 2013
Comcast Bets Big on NBCUniversal
Comcast buys the remainder of NBCUniversal from GE. Let’s take a look at the deal. Feb 10, 2013
Best Ideas Portfolio Holding eBay Flashed a VBI of 10 and Has Never Looked Back
We continue to receive positive data points supporting eBay's strengthening fundamentals. Feb 8, 2013
Why GameStop Looks Like a Value Trap
The future of GameStop looks rather uncertain. Let’s dig in. Feb 4, 2013
Could the FCC Hurt Carriers’ Profits?
Plans for the FCC to construct a public WiFi network are eliciting responses from every industry. Let’s take a look. Jan 30, 2013
Amazon Reports Strong Sales Growth
Amazon’s sales growth continues to impress investors. Jan 18, 2013
Strong Holiday Sales Boost Toy Makers
NPD is out with holiday sales numbers that were solid, in our view. Let’s take a look at the toy industry.
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