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Sunday, May 20, 2012 - 9:53am
Barron's Recap (5/19/12): Dalio's World and the Einhorn Effect
This weekend in Barron's online: Hedge-fund manager Ray Dalio's thoughts on the troubles in Europe, the effect of comments made by David Einhorn, and the consequences of the Facebook IPO flop. Cover Story "Ray Dalio's World" by Sandra Ward. Ray Dalio, fabled hedge-fund manager, is the head of...
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Tuesday, January 31, 2012 - 3:25pm
These 5 Value Stocks Could See Continued Gains
One of the key metrics that Warren Buffett likes to look at when evaluating a business is its return on equity. The metric measures the amount of net income a company generates as a percentage of shareholder's equity and is useful for long-term investors who take the Buffett approach of evaluating...
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Thursday, November 17, 2011 - 10:51am
Money Really Does Grow on (Dollar) Trees
After last quarter, it looked like money did not grow on trees. This quarter tells an entirely different story. Dollar Tree (NASDAQ: DLTR) reported much better than expected earnings this morning,. and shares are up as of the time of this article on the better than expected earnings, as well as...
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Pepsico Continues Its Run Higher
Wednesday, November 16, 2011 - 11:53amPepsico (NYSE: PEP) is continuing its run higher, trading up over 2% this morning. This week Pepsi has already moved 3.9% as investor interest may be spiking as there have long been rumors of Pepsi looking to spin off some of its prized snack food assets as many analysts and investors are...
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Tuesday, October 11, 2011 - 9:52am
99 Cents is Big Pimpin', Spend the B's
What was months of speculation over who, or if 99 Cents Only Stores (NYSE: NDN) would get acquired, has ended today, with Ares Management, Canada Pension Plan Investment Board and the Gold/Schiffer family acquiring the company for $22 per share in cash, a 7% premium to yesterday's closing price...
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Wednesday, September 28, 2011 - 10:06am
All in the Family (Dollar)
What a difference a few days makes. Family Dollar (NYSE: FDO) reported better than expected earnings this morning, raised its guidance, and announced it would be buying back an additional $250 million worth of stock. The Charlotte-based company reported earnings of 66 cents per share on $2.13...
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Monday, September 26, 2011 - 1:40pm
Not All in the Family (Dollar)
As Family Dollar Stores, Inc. (NYSE: FDO) is set to report earnings on Wednesday, September 28, the attention being afforded (pun intended) to the space recently has ramped up. The Charlotte-based company is expected to report earnings of 63 cents per share on $2.12 billion in revenues. This is...
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Friday, September 16, 2011 - 12:30pm
Why Is Big Money Going After Spare Change?
There is big money in ninety-nine cents, and even a dollar. There was a report out this morning from the New York Post that private-equity firm Apollo Management would bid $22 to $24 for 99 Cents Only Stores (NYSE: NDN). As such, shares of the discount retailer are soaring on the news, as are...
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Thursday, September 15, 2011 - 8:11am
Bill Ackman: Why We Think J.C. Penney Is A Great Bet
Pershing Square Capital's Bill Ackman is on CNBC's Squawk Box this morning and after discussing his trade on the Hong Kong dollar yesterday at the Delivering Alpha conference, he is talking about retail. Ackman said that retail is generally a tough business, a very risky business, which is why he...
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Tuesday, August 30, 2011 - 10:22am
How Far Can A Dollar (General) Go These Days?
Warren Buffett certainly knows a good thing when he sees it. When Buffett, 81, announced earlier in the month he had a position in Dollar General (NYSE: DG), many thought it was a shrew move. After today's earnings beat, it looks like an even shrewder move. The Goodlettsville, Tennessee-based...
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