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Nov 21, 2012
Best Buy’s Performance Continues to Tumble
With only a stalking private equity bid keeping the stock from sinking into the single digits, Best Buy continues to decline. We don't like the firm. Nov 17, 2012
Footlocker Surges on Fantastic Sales
Footlocker posts another great quarter, but we think shares are fairly valued. Nov 15, 2012
Valuentum's November Edition of Its Best Ideas Newsletter! Portfolio Outperformance Hits Record High!
The November edition of our Best Ideas Newsletter is now available. Nov 15, 2012
Wal-Mart’s and Target’s Results Slightly Diverge
Wal-Mart and Target both reported relatively strong results, but Target appears to be making some gains. Nov 14, 2012
Abercrombie’s Earnings Surprise Doesn’t Tempt Us
Earnings at Abercrombie were better than expected, but the company continues to struggle to match its 2007 peak. Nov 13, 2012
Windows Boss Steven Sinofsky Out at Microsoft
After the release of Windows 8 and the Surface tablet, Windows President Steven Sinofsky is out. Let’s look at recent developments. Nov 13, 2012
JC Penney's Strategy Change Was and Is Necessary
JC Penney has its back against the wall. The risk/reward still remains unfavorable. Nov 12, 2012
Jamie Dimon Agrees; Housing Is Back
We’ve been bullish on housing since the turn of the year, and recent results continue to confirm our viewpoint. Nov 9, 2012
Kohl’s Should be Thanking JCP
Kohl’s posted positive sales and earnings growth in the third quarter as competitors turn off customers. We think shares are fairly valued. Nov 8, 2012
McDonald’s Falling Prey to Competition
McDonald’s October same-store sales weren’t good, but the results don’t impact our fair value estimate.
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