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Daniel James

 
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  • Darden's Results Show Some Recovery Amid Investor Activism
    Sun, Sep. 14 DRI 1 Comment

    Summary

    • Darden Restaurants has been one of the company's most affected by the downturn in the casual dining industry.
    • The latest report shows a bit of a turnaround in its crucial Olive Garden business.
    • Continuing investor activism from Starboard should keep the company moving in the right direction.
  • America's Biggest Supermarket Chain Still Looks Like A Good Bet
    Fri, Sep. 12 KR 2 Comments

    Summary

    • In a tough industry, Kroger's has managed to pull impressive growth over the last few years.
    • Second-quarter earnings were once again impressive.
    • This growth combined with a very reasonable valuation make the stock an enticing play.
  • Pep Boys Reports Big Miss On DIY Weakness
    Thu, Sep. 11 PBY Comment!

    Summary

    • Pep Boys' most recent earnings report missed on the top and bottom line.
    • Much of the decline was due to weakness in its retail DIY segment.
    • While competitor Advance Auto Parts is also struggling with growing its DIY segment, it has been doing better than Pep Boys over the last few months.
  • Mattress Firm Rips Up The Competition
    Fri, Sep. 5 MFRM 1 Comment

    Summary

    • As a result of strength in the housing market, home furnishing retailers are doing well lately.
    • Mattress Firm's Q2 report showed considerable strength, with double-digit earnings and revenue growth.
    • The results show it is doing considerably better than some of its major competitors in the space.
  • Conn's Crushed On Bad Debt
    Thu, Sep. 4 CONN Comment!

    Summary

    • Conn's has over the last few years experienced a period of phenomenal growth.
    • Things seem to be turning around though, and the stock is well off its previous highs.
    • The latest earnings report sent the stock plunging, as an earnings miss, lowered guidance and especially an increase in bad debt weighed on investor sentiment.
  • What's Weighing On Best Buy's Turnaround?
    Wed, Aug. 27 BBY Comment!

    Summary

    • Best Buy has made significant progress in its turnaround efforts under the Renew Blue program.
    • However, online competition and weak demand are weighing on revenue growth, sending the stock plummeting following its latest report.
    • Still, considering the overall weakness in the electronics market and the sizable earnings beat, the figures don't look too disastrous.
  • This Casual Dining Chain Is Outpacing The Industry
    Tue, Aug. 26 TXRH 1 Comment

    Summary

    • Overall, the casual dining industry appears to be stagnating, overshadowed by the rise of fast-casual chains.
    • However, Texas Roadhouse is delivering solid growth, outpacing its peers.
    • At the same time, it is trading at a discount to the broader restaurant industry.
  • Aeropostale Falls Further Behind Rival Gap
    Sun, Aug. 24 ARO Comment!

    Summary

    • Aeropostale is the latest teen fashion retailer to come out with poor quarterly results.
    • Having lost money for seven consecutive quarters now, things don't seem to be improving.
    • The Gap, on the other hand, seems to have figured out how to stay afloat in the troubled fashion industry.
  • Housing Market Strength Boosts Home Improvement Chain Results
    Wed, Aug. 20 HD, LOW Comment!

    Summary

    • July's housing market figures were better than expected.
    • Generally, home improvement stores tend to benefit from a strong housing market.
    • The most recent figures from Home Depot and Lowe's corroborate the view of a strengthening US housing market.
  • American Apparel Isn't Out Of The Woods Yet
    Wed, Aug. 20 APP 5 Comments

    Summary

    • American Apparel has been undergoing a management shakeup, following the ousting of its CEO.
    • It has been struggling to turn a profit in recent years, and again reported a quarterly loss.
    • There are some signs of improvement, but it is far too early to speak of a turnaround.
  • Is A Slowdown In The Cards For Macau's Casinos?
    Tue, Aug. 19 LVS, MGM 2 Comments

    Summary

    • Macau's growth in the first half of the year remained more or less intact.
    • However, growth is slowing in neighboring Hong Kong, a major source of traffic.
    • As a result, Macau revenue and profit may take a significant hit in the second half of the year.
  • Nordstrom Reports Mixed Results, But Seems Ready For The Future
    Mon, Aug. 18 JWN Comment!

    Summary

    • Markets punish Nordstrom for weak comp store sales.
    • Still, the company delivered an earnings beat, and the outlook is solid.
    • Investments in e-commerce capabilities are expected to pay off going forward.
  • Vipshop Smashes Expectations Yet Again, But Stock Gets Punished
    Thu, Aug. 14 VIPS 6 Comments

    Summary

    • Vipshop is known for its solid earnings and revenue growth, and has a history of beating expectations.
    • Its latest report once again showed impressive growth.
    • A selloff following the report may provide investors with an entry-point.
  • Income And Possible Upside With Microsoft
    Sep. 21, 2012 MSFT 4 Comments
  • Cisco As An Inexpensive Value Play
    Sep. 17, 2012 CSCO 2 Comments
  • Consider Samsung After The Verdict
    Sep. 11, 2012 SSNLF 3 Comments
  • Why Is Everybody Investing In This Chipmaker?
    Sep. 7, 2012 ASML 5 Comments
  • On Modern Portfolio Theory And Asset Allocation
    Aug. 30, 2012 SPY, TLT 3 Comments
  • Markets Hopeful Over The Summer, But Getting Overbought
    Aug. 29, 2012 AAPL, SPY, TLT 2 Comments
  • The Rally In Treasuries Hasn't Ended Yet
    Jul. 20, 2012 TLT 13 Comments
  • Volkswagen Is Undervalued And Gearing Up For Record Sales
    Jul. 17, 2012 VLKAF 4 Comments
  • The Consequences Of Prospect Capital's Secondary Offering
    Jul. 12, 2012 PSEC 56 Comments
  • Looking For Stability In Troubled Europe: The Case For Unilever
    Jul. 10, 2012 UN 9 Comments