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Upgrades & Downgrades: Brinker Looks AppetizingFri Nov 20th, 2009
Justin Sharon There will be blood all right and not just in oil, which suffered a steep drop to fall for the first day in four. As Twilight tweens screamed to see another gory story at the box office, S&P 500 |
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Retail Sales Stink. So Why Don't Investors Seem to Care?Fri Aug 14th, 2009
Josh Lipton It wasn’t the most subtle description, but it was pretty accurate: “SALES SUCK.”That’s how the Drudge Report characterized the latest data on retail sales on Thursday, which d |
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Retail Sales Are Warning Shot Across Economy's BowThu Aug 13th, 2009
James Kostohryz In Solving The Consumer Demand Dilemma, I predicted imminent disappointments in consumer spending data. Today, the Commerce Department reported that total retail sales declined -0.1% in July, a very |
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Solving the Consumer Demand DilemmaTue Aug 11th, 2009
James Kostohryz In my last 2 articles -- What Does Employment Mean for the Market? and Five Reasons to Be Skeptical About Second-Quarter GDP -- I’ve expanded on my thesis that final sales could disappoint in t |
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Should You Buy Retail (Stocks)?Thu May 7th, 2009
Jeff Macke Greetings from the White Plains Mall where, in true Macke Family Fashion, I’m teaching my kids how to gauge the economy by starting at the consumer end and working your way up the ladder, throu |
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Malls Pull Out All the Stops; Shoppers YawnTue Apr 7th, 2009
Andrew Jeffery It's a tough time to own a mall. The credit spigot has been turned off: Americans are cutting credit cards, shunning debt and generally spending less. Retail vacancies are at highs not seen in decade |
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SEC May Become Citizen of the WorldFri Aug 29th, 2008
Scott Reeves The Securities and Exchange Commission may require some US companies to switch to international accounting rules by 2014. The SEC says the change will make American companies more competitive in the |
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The Investor Psychology CycleFri Aug 29th, 2008
Prieur du Plessis As the pendulum swings between greed and fear, investors typically behave in 1 of 2 ways: They either become over-enthusiastic during bull markets and over-despondent as the bear’s growl grows |
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Dell Cuts Profits to Boost SalesFri Aug 29th, 2008
Scott Reeves Dell (DELL) says price cuts boosted second quarter sales, but cut profits 17%. Dell’s profit dropped to $616 million, or $0.31 per share, from $746 million, or $0.32, for the same period a year |
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Two Ways To Play: Less Than Marvell-ous?Fri Aug 29th, 2008
Terry Woo Marvell Lower on Slower SalesShares of Marvell Technology (MRVL) are lower this morning after the company gave a forecast that indicated sales growth is slowing. Bloomberg reports the maker of chips |







