Posted on 8/30/18
Dean Foods: Too Much Depends On Perfect Execution
SummaryDF fell sharply after Q2 and now trades just above its 52-week low.The fundamental business issues that have plagued the company in recent years continue to . . .
Posted on 7/2/18
American Outdoor Brands Is Worth A Shot But There Are Cheaper Options
American Outdoor Brands (AOBC) initially traded higher after the company reported results for Q4 and FY18 last week, but the stock now trades below pre-earnings levels. . . .
Posted on 5/7/18
Lumber Liquidators Isn't Dead Yet
Lumber Liquidators (LL) is down 33% YTD and trades at a 52-week low. Last year’s optimism about the turnaround story has subsided, but the investment case . . .
Posted on 3/23/17
Nutrisystem Is Overvalued By 30%
IntroNutrisystem (NASDAQ:NTRI) is a true turnaround story. Since Dawn Zier took over as CEO in 2012, the diet company's market value has increased more than fivefold. . . .
Posted on 9/30/16
Hold Off On PepsiCo
There are a lot of positives to take from PepsiCo's (NYSE:PEP) latest quarter. Revenues decreased 1.8% y/y but it was because of FX, which had a . . .
Posted on 9/26/16
Bed Bath & Beyond: Cheap For A Reason
Bed Bath & Beyond (NASDAQ:BBBY) reported another disappointing quarter. Net sales declined 0.2% and comps fell 1.2% (analysts were expecting comps growth of 0.5%). Strong growth . . .
Posted on 8/29/16
Berkshire Picked Up More Phillips 66, Should You?
Berkshire Hathaway (NYSE:BRK.A), (NYSE:BRK.B) purchased over 704K additional shares of Phillips 66 (NYSE:PSX) this week, bringing its total to 79.5M shares, equal to roughly 15% of . . .
Posted on 6/27/16
The Secret To Altria's Success
The e-cigarette industry has filed a lawsuit against the FDA, claiming that recently proposed regulations are anti-competitive and protect Big Tobacco at the expense of alternative . . .

