After a 2 Years of Consolidation, It’s time to put Target Corp. (TGT) in Your Sights Target Corp. (TGT) is a very large general merchandise retailer many of us visit from time to time to …
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Following up on my thoughts on Caterpillar (CAT), I think its worth noting the relative under-performance of its peer Deere (DE) which is up only 8% on the year, and down 7% from its June …
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Event: Lululemmon (LULU) reports their fiscal Q4 results tomorrow before the open. The options markets is implying about a 9% one day post earnings move, which is shy of its 4 quarter average one day …
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The Home Depot (HD) reports their Q4 results Tuesday prior to the open, the options market is implying a 3.5% one day move vs the 4 qtr avg of about the same and the 8 qtr …
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As a company, Target has had a tough year dealing with the aftermath of the largest corporate data breach in history. They suffered millions in related costs and lost sales causing the company to halt their share …
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The WSJ is reporting that Burger King (BKW) is considering buying Tim Hortons (THI) despite having fairly similar market capitalizations. While a deal would likely have strategic value in terms of broadening THI’s footprint globally, the primary …
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For the better part of 2014 crude oil has been on a bull run, notching an 8% gain by mid-year. However, a funny thing happened on the way to new highs – near term demand …
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Target has been a very weak stock ever since its earnings report. We initiated a slightly bullish position after the stock’s decline on that report, in anticipation of some stabilization in the stock on both …
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Target posted its third straight earnings miss yesterday morning, and the stock was down 3.5% yesterday as a result. The stock was downgraded this morning at BofA/ML, and is down again today. Target’s woes have …
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We haven’t traded CSCO much this year, but we’ve followed the story closely. Here is what Dan had to say in the earnings preview from earlier this month: CSCO was a bit of a show …
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