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  • Dollar store group on watch after Family Dollar reports [View news story]
    Par for the course given the economy and job growth. DLTR management offered similar soft guidance during their Q2 earnings. Still, the group is well-positioned to catch low-income dollars, and FDO seems well run (though I'm personally long DLTR.)
    Oct 9 11:38 AM | Likes Like |Link to Comment
  • eBay (EBAY -2.9%) saw a slight growth slowdown in February, says Baird's Colin Sebastian in a report that seems to be pressuring shares. Baird's sales tracker (for Marketplaces transactions?) indicates growth fell to a low teens Y/Y rate in February from a mid/high-teens level in January. However, Sebastian maintains an Outperform and $60 PT, and is "comfortable" with a Q1 forecast for 12.5% Y/Y U.S. merchandise volume growth. (ChannelAdvisor[View news story]
    Baird would only have visibility into eBay's traffic levels, as a proxy for sales. Those levels are more likely the result of eBay's usability changes, which would reduce traffic while increasing sales (better usability = less hunting around.)
    Mar 6 02:31 PM | Likes Like |Link to Comment
  • RBC Capital's Report On Nokia: Suspend Your Disbelief [View article]
    I'm long NOK, but maintaining a healthy skepticism. The products are *good* but their marketing efforts in the U.S. are business as usual - meaning, non-existent.

    For proof, just type "Nokia 920" into Google. Or "Nokia smartphone", or anything else relevant. No ads from Nokia. Anywhere.

    All it takes is a credit card and 20 minutes to set-up advertising on Google. But nobody can be bothered, it would seem.

    Hello Nokia, please drop sponsorship on one freakin' Hungarian soccer game and throw some money - and a lifeline - to your U.S. product line.
    Oct 15 05:24 PM | 3 Likes Like |Link to Comment
  • The Silver Singularity Is Near [View article]
    They buy the Volt for the same reason we buy silver: because it's the beginning of something big.
    Jan 29 11:17 PM | Likes Like |Link to Comment