SubscribeEarnings Season Preview: Company Guidance :-(
January 4, 2012
The number of companies in the Standard & Poor’s 500 index that have made downward profit revisions is at a level not seen since the 2001 economic recession, making sell-side analyst projections look rosy. There were 96 instances where companies revised Read more
Croc’s (CROX) Rocks! – Blowout Quarter Showing Breakout Potential
July 28, 2011
If you have been a longtime reader, you will remember that there was a time that we were adamant about the inevitable fall of Croc’s (CROX). That was back in 2007-2008. At that time, Croc’s was a “fashion” trend and it seemed that everyone was wearing those bright colored clunker rubber shoes. We looked at the data, studies the trend and found the stock to be just as unappealing as the shoes were.
Here are a few examples:
- 8/2007 -Crocs Makes A Great Toilet Seat
- 8/2007 – Crocs – Riding The RollerCoaster
- 7/2007 – Don’t Get Caught With Your Croc’s Down
- 6/2007 – Crocs, The Emperors New Shoes
Fast forward a few years, after the stock went from a high of close to $70, Read more
Cisco (CSCO) – Conference Call Notes and Commentary (Dour Outlook From Chambers)
May 12, 2011
Cisco Systems (CSCO) a bellwether for technology, reported earnings that beat expectations. Revenue and margins were also slightly higher. However, the outlook was (at best) dour. CEO John Chambers is known for his candid approach and often accurate ability to look out into the future for the tech sector. But, over the past year or so, there has been a severe disconnect between Cisco’s results and other companies within the sector.
It appears that Chambers has either lost his ability to be as prescient as he used to be; or more likely it is simply that the competition has become fierce. The call was filled with commentary about significant changes that will need to be made in order to get Cisco back Read more
Lululemon Athletica (LULU) – A Solid Performance, Is There More Upside?
June 11, 2010
Lululemon Athletica (LULU) came to their recent earnings party ready to rock. In a time when you would consider that discount retailers would be better poised to take market share, there are still apparently a few specialty retailers that have what the discriminating shopper wants.
The official company description:
lululemon athletica inc. is a designer and retailer of technical athletic apparel primarily in North America. Its yoga-inspired apparel is marketed under the lululemon athletica brand name. The Company offers a line of apparel and accessories, including fitness pants, shorts, tops and jackets designed for athletic pursuits, such as yoga, running and general fitness. As of January 31, 2010, its branded apparel was principally sold through 124 stores that are primarily located in Canada and the United States. As of January 31, 2010, its retail footprint included 45 stores in Canada, 70 stores in the United States and nine franchise stores in Australia.
Over the past few years, this company has done a terrific job at name recognition and carving out a niche in the fitness apparel market. Analysts have been steadily increasing their target price and on averge44.20, showing an 10% upside from here. (But this is before the usual change in target price that will Read more
Retail Same Store Sales: How is YOUR Favorite Doing?
April 13, 2010
Below is a link to the SSS on a year over year basis for the major companies we track. generally, all is looking good, but remember that this is a year-over-year view and that we are coming off of some very low comparable.
Even so, investors seem to believe that it will be a straight shot up from here. Analysts have mixed views. take as an example of what was on the wires just today for Abercrombie & Fitch (ANF): Read more
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