Consumer discretionary names such auto part companies, hotels, retailing, and media historically lead the performance of the broader based S&P 500......
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April 28 - News - Comments
Confidence in the economy, tax refunds, and low-cost financing are some of the reasons that have driven car sales higher so far this year. According to......
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April 19 - News - Comments
Editor’s note: There were two errors in our original article: (1) Soliris is approved for both aHUS and PNH (Paroxysmal nocturnal hemoglobinuria......
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April 18 - Hedge Funds - Comments
As the economic recovery continues to chug along it seems likely that pent-up demand will benefit certain sectors of the economy. Specifically, consumers......
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April 2 - News - Comments
The earnings season for specialty hardline retailers will kick off on Feb. 25. As already mentioned in one of my previous posts, the Street has a mixed......
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March 7 - News - Comments
Even with the data in 13F filings being several weeks old by the time they are released, there are still a few different ways for investors to use this......
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March 1 - Hedge Funds - Comments
Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including......
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February 28 - Hedge Funds - Comments
The rally from November lows has pushed many stocks toward rich P/E valuations, although the current spate of selling is doing its bit to bring these......
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February 27 - News - Comments
AutoZone, Inc. (NYSE:AZO) is the leading specialty retailer of automotive parts and accessories, with about 5,000 stores throughout the United States......
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February 20 - News - Comments
O’Reilly Automotive Inc (NASDAQ:ORLY) was up over 9% on the news that the auto parts company posted record earnings. After the run up, is there......
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February 20 - News - Comments
Shares of AutoZone, Inc. (NYSE:AZO) have been stuck in idle over the past year due to persistent fears of slowing industry growth and lofty valuation......
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February 19 - News - Comments
After a gap of almost nine months, I decided to take a look at a stock about which I used to be quite bullish. Unsurprisingly, the stock has gained a......
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February 19 - News - Comments
The hardline retail industry had a great 2012. However, investors aren’t sure if 2013 will bring the same gains as last year. It is interesting to note......
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February 15 - News - Comments
On Jan. 29, the closing bell saw Advanced Auto Parts, Inc. (NYSE:AAP) shares drop to $74.57, a -1.80% change of $1.37. It ranged from a low of $74.49......
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February 14 - News - Comments
Copart, Inc. (NASDAQ:CPRT) had a great year in 2012. Over the last 12 months the share price has increased 31.6%, much higher than S&P 500’s return......
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February 5 - News - Comments
Valuation is the single biggest factor to successful equity investing. Whether it is individual names or a diversified index fund, valuation is the......
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January 28 - News - Comments
Dividend stocks are everywhere, but many just downright stink. In some cases, the business model is in serious jeopardy, or the dividend itself isn’......
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January 25 - News - Comments
Stephen Mandel worked at legendary investor Julian Robertson’s Tiger Management until 1997 when he left to launch Lone Pine Capital. Lone Pine now has......
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January 7 - Hedge Funds - Comments
John Holder, a Board member at auto parts company Genuine Parts Company (NYSE:GPC), bought 1,000 shares on December 31st at an average price of $63.03......
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January 2 - Insider Trading - Comments
