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Apr 19, 2013
PC Weakness Fails to Crush Microsoft
Even though the PC sales dropped materially, Microsoft posted solid third quarter results. Apr 17, 2013
Yahoo: The Turnaround
Yahoo's first quarter wasn't great, but the turnaround and focus on mobile has taken the spotlight. Apr 9, 2013
Intel and Microsoft Up 3% Today
Shares of both tech firms are spiking, though we have found no material news. Mar 25, 2013
Michael Dell May Have to Sweeten His Offer
It appears Dell could be poised for a battle. Mar 20, 2013
Adobe Kicks Off 2013 With a Solid First Quarter
Adobe is seeing strong subscriber growth in its Creative Cloud product, but we aren't interested in shares at this price. Mar 18, 2013
A Dish/DirecTV Merger Would Be Golden
With M&A chatter intensifying, we like the prospects of a Dish/DirecTV merger. Mar 14, 2013
Ulta's Fall Is Justified
Light guidance and uncertainty about the former CEO's departure have weighed on shares of Ulta. Mar 14, 2013
Bullish News for the Apple Ecosystem
Fighting words from management, a new PayPal app, and new retail partners are all positives for Apple, in our view. Mar 11, 2013
Lance Armstrong Ruins Dick’s Sporting Goods’ Fourth Quarter
Lance Armstrong's tarnishing of the LiveStrong brand weighed on Dick's fourth quarter results. Mar 10, 2013
Foot Locker Posts a Strong Fourth Quarter; Mr. Market Questions Guidance
Foot Locker’s guidance was weak, but 2012 results were fantastic.
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