Posted on 9/10/20
KB Home Can See ~30% Upside Over The Next 12 To 18 Months As Build-To-Order Headwinds Turn Into Tailwinds
SummaryKB Home’s build-to-order approach facing headwinds in Covid-19 world and its net order growth is lagging peers.However, as Covid-19 fear wanes over the next 12 to . . .
Posted on 8/28/20
Colfax's Rate Of Recovery Will Demonstrate The Strength Of Newly Transformed Portfolio
SummaryColfax’s exit from volatile oil and gas business and entry into more defensive medical technology business has put it in a good position to weather the . . .
Posted on 8/24/20
Lowe's Has A Significant Upside As It Catches Up With Home Depot
SummaryLowe's recently reported strong results.Its turnaround is gaining traction under Marvin Ellison and its U.S. comp sales were better than Home Depot by ~10 percentage points . . .
Posted on 7/1/20
KB Home: Why I Am Not Worried About The Company Despite Significant Decline In New Orders
KB Home (KBH) recently reported its second-quarter results. While the company's top-line declined ~10% y-o-y, it was able to post ~8% y-o-y growth in its diluted . . .
Posted on 4/3/20
CarMax: Record Q4 Results, But Don't Get Too Excited
CarMax (NYSE:KMX) reported strong Q4 results with its top line and EPS beating consensus expectations. The company reported revenues of $4.96 bn versus consensus expectations of . . .
Posted on 4/4/19
CarMax: Raising Price Target To $126, Omnichannel Launch Much Stronger Than Expected
SummaryCarMax recently reported better than expected results and the stock saw a good upside.However, the real story for the company is its omnichannel roll-out.The company posted . . .
Posted on 9/19/17
CarMax: Better Future Ahead?
CarMax’s (KMX) shares have seen quite a bit of volatility this year. The stock started the year with positive momentum, thanks to increased consumer confidence post . . .
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