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Fossil Stock Momentum Could Falter If “Smart” Watches Are Successful In Coming Years 7 Aug 2013 | 07:03 pm
Shares of accessory maker Fossil Group (FOSL) have been on fire lately, capped by an 18% jump on Tuesday after a better-than-expected second quarter earnings report: While Fossil’s business is unlike...
After Doubling, Groupon Shares Now Appear Fully Valued 31 Jul 2013 | 09:10 pm
After two very accurate calls on Groupon (GRPN) stock on this blog; bearish on the company’s $20 per share IPO in 2011 (Numbers Behind Groupon’s Business Warrant Caution After First Day Pop), and bull...
Does Sales Growth Really Matter That Much? 29 Jul 2013 | 09:16 pm
“Sure, earnings are going to be fine this quarter, but sales growth has been tepid.” I am hearing this line a lot in the financial media lately and frankly, it is a theme that is being given way too ...
Apple Shipped 14,000 iPhones Every Hour Last Quarter 24 Jul 2013 | 02:24 am
Apple (AAPL) shipped 31.2 million iPhones during the second quarter. Without any context that might not mean anything. So let’s give it some context. That’s 342,000 phones per day and more than 14,000...
Can AMC Networks Keep Up Its Winning Streak After Breaking Bad and Mad Men End? 15 Jul 2013 | 07:05 pm
AMC Networks (AMCX), the company formerly known as Rainbow Media that was split off from Cablevision in 2011, has been the epitome of a successful public market spin-off. Huge hits led by Breaking Bad...
An Inside Look At Why Sears and Kmart Never Turned The Corner 12 Jul 2013 | 03:20 am
Longtime readers of this blog will remember that for a while I was a believer in Eddie Lampert’s ability to breathe new life into Kmart and Sears by more efficiently allocating capital within the comp...
Housing Market Unlikely To Be Derailed Significantly By Higher Rates Anytime Soon 8 Jul 2013 | 09:42 pm
With 30-year mortgage rates having risen by a full percentage point in recent weeks, investors are selling homebuilder stocks on fears that the rebound in prices that has been in place for over a year...
Noodles & Company IPO Doubles in Price, Already Overvalued After One Day 28 Jun 2013 | 11:52 pm
The IPO market has certainly warmed up in 2013, but fast casual restaurant chain Noodles and Company (NDLS) has taken it to the next level with a more than 100% first-day gain. We haven’t seen that in...
Time To Make A Shopping List 24 Jun 2013 | 10:47 pm
It’s one thing to say that interest rates will eventually go up, and it’s something entirely different to see them actually start to rise. Over the last couple of weeks the stock and bond markets have...
Gold: It’s Just Yellow Metal 21 Jun 2013 | 07:15 pm
Henry Blodget said it perfectly in an article published on Thursday (“Gold Prices Collapse As Everyone Remembers It’s Just Yellow Metal”). Now that the financial crisis is over and the U.S. economy is...
