Posted on 2/13/18
Sour Over Hershey
Hershey (HSY) has cracked over 10% post earnings, a continuation of a theme where the firm has failed to sustain the $110 level since 2014. The . . .
Posted on 1/29/18
VF Corporation: Way Overvalued
Since the retail sector saw a wholesale rally in the last six months, mispricing in individual tickers has also been rampant. Updates in the ICR conference . . .
Posted on 10/10/17
TJX More Off Price Than Ross Stores On Valuation
When I read books related to the retail industry, I am astounded by how much retailers use neurological insights in selling an item. In one such . . .
Posted on 9/21/17
Bed Bath & Beyond: Look Beyond The Obvious Dip
Bed Bath & Beyond (BBBY) reported second quarter results that further depressed sentiments around a turnaround in operations. The company downgraded its EPS guidance from $4 . . .
Posted on 7/31/17
Under Armour: Negativity Already Priced Before Earnings
Under Armour (UAA) and investor overreaction go hand in hand. When it was consistently breaking the 20% revenue growth mark, investors were paying a pricing multiple . . .
Charlotte Raleigh
