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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Feb 28, 2013
Big 5’s Quiet Success Continues
Shares of Big 5 have quietly doubled over the past 18 months.
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 27, 2013
Taking a Look at Main Street Capital
A juicy dividend and niche business, Main Street looks…
Feb 26, 2013
With M&A Popping, We Think More Deals Lie Ahead
Let's take a look at some potential targets.
Feb 25, 2013
Changes Flow at Abercrombie & Fitch
A higher dividend and new accounting policies prevail at Abercrombie & Fitch.
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 22, 2013
Dividend Increases for the Week Ending February 22
The breadth of firms raising their dividends to capture investors' interest is noteworthy.
Feb 21, 2013
Demand for the Model S Looks Solid But Will Tesla Live Up to the Hype?
We recently added Tesla to our coverage universe, but we aren’t wild about the electric vehicle maker at current prices.
Feb 21, 2013
Cheesecake Factory and BJ’s Restaurants Buck the Earlier Trend
Cheesecake Factory's and BJ’s Restuarants' fourth-quarter performance is nothing to write home about, and their respective guidance is consistent with that of peers.
Feb 19, 2013
Michael Kors’ Third Quarter Reveals Strength
Michael Kors is stealing market share, but we aren’t interested in shares.


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