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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.
Mar 14, 2013
Men’s Wearhouse Changes Its Style
Men's Wearhouse announced some changes in capital allocation strategy. Do we like the way it looks?
Mar 13, 2013
Casey’s General Is Almost Cheap
Casey's General missed expectations for revenue and earnings, but we like the firm's growth trajectory.
Mar 12, 2013
Costco Outperforms Wal-Mart and Target
Costco isn't feeling the pinch from the payroll tax or delayed tax refunds.
Mar 12, 2013
Yum!’s China Recovery Begins
Yum!'s Chinese sales are recovering, but we aren't interested in shares.
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 11, 2013
House of Cards – A Sign That Netflix Can Become a Content Creator
House of Cards has received a strong reception that shows Netflix can make good content.
Mar 11, 2013
Pandora’s Market Share is Improving…But Profitability Continues to Flounder
Revenue is surging at Pandora, but free cash flow remains elusive.
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.
Mar 8, 2013
McDonald’s February Shows Stabilization
After excluding a calendar shift, McDonald’s February was pretty good.
Mar 7, 2013
Carl Icahn Now Mixing It Up With Dell
Icahn has allegedly accumulated 6% of Dell, and now he wants a higher bid or a public recapitalization.


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