Choose Your News
Loading...
Thumbnail
The Container Store has performed better than I thought it would, with FY17 results (ending March) not that bad in terms of either comps or... [Read More]
Thumbnail
CIVI plunged 23% on Friday after disappointing fiscal Q1 results. There's a case that the drop might be an overreaction: Adjusted EBITDA guidance was cut... [Read More]
Thumbnail
JOUT soared after an extremely strong FY17, with EBIT margin expansion driving impressive EPS growth. In the long-term context of the stock, however, the perfor... [Read More]
Thumbnail
VISI long has been a value favorite, with bull cases valuing the stock at $15+ based on non-core asset sales and margin improvements. Now the... [Read More]
Thumbnail
BOOT has tripled just since late July, as comps have improved and sentiment toward retail has improved markedly. There's a ton of leverage both in... [Read More]
Thumbnail
MPX has weakened despite a strong Q4 report and a solid full-year performance. What looked like a pricey valuation has come in somewhat, and tax... [Read More]
Thumbnail
A revamped menu is supposed to drive a turnaround at the key Chili's concept - but fiscal Q2 numbers aren't good enough to call it... [Read More]
Datawatch has posted back-to-back solid quarters despite incrementally tougher comparisons. There's a sense that the company finally is executing, after more th... [Read More]
Thumbnail
DGII turned down an acquisition offer from Belden near $14; the stock now sits near $10. Digi instead has used its cash hoard to build... [Read More]
COO's valuation seemed a bit stretched this summer, and indeed the stock has pulled back over the past few months. Guidance for high-teens EPS growth... [Read More]
I've been fighting the tide on ISCA - and losing, with the stock jumping after Q4 results on Thursday. A lower tax rate helps, but... [Read More]
MAGS rallied after the US presidential election on hopes it would be part of a 'wall' along the US-Mexico border. But the US market has... [Read More]
BURL has raced higher of late, gaining nearly 40% just since late October. Valuation does look potentially stretched at nearly 30x the midpoint of FY17... [Read More]
MKC posted a solid Q4, even if it wasn't quite as strong as a consensus beat suggested. The business is humming along, and the recent... [Read More]
There's a bull case for CATO, which looks absurdly cheap, and has two-thirds of its market cap in cash. Management has cited merchandise missteps for... [Read More]
SFS has rallied off all-time lows reached in late October, thanks to reduced fears surrounding the grocery sector and decent Q3 earnings. There's still upside... [Read More]
NTRI has pulled back 9%+ just in the last two sessions and is threatening to reach an 11-month low. But 2017 performance has been outstanding,... [Read More]
The increasingly volatile bull/bear argument over PETS went to the bears after fiscal Q3 results, as the stock fell nearly 10% despite an earnings beat.... [Read More]
Cumberland's headline numbers for Q3 look strong, particularly in terms of revenue growth. But the company is buying those revenues: earnings are down, and the... [Read More]
FINL has rallied, nearly doubling off a seven-year low reached in August. The gains maybe make some sense, given how cheap FINL was and some... [Read More]
Loading...
Preview