Adam Levine-Weinberg

After posting negative free cash flow of $820 million in 2012, J.C. Penney seems likely to burn through its remaining $930 million of cash by the end of the first quarter (or shortly thereafter). After that, the company will be in the dangerous position of relying on a revolving credit line to fund operating losses and future capital expenditures.

Several Netflix analysts have provided bullish price target increases recently. But are they really drinking the Netflix Kool-Aid?

Amazon.com dropped prices for the Kindle Fire HD 8.9-inch tablet last week, claiming that the tablet's launch in Europe and Japan was reducing costs. However, it is more likely that Amazon is giving up most of its profit margin by implementing these price cuts, in an attempt to overcome weak demand.

At least two retail analysts made positive comments about J.C. Penney's new Joe Fresh shops in the past week. However, based on my own store checks, traffic seemed to drop off very quickly after the opening weekend.

Even bullish analysts believe that BlackBerry will struggle to earn a profit selling smartphones.

Hawaiian Airlines' recent global expansion is diversifying its revenue base while moving the carrier into markets with less competition. This should boost the company's profit margin over the next few years. Furthermore, Hawaiian's growing footprint in Asia and Oceania could make it an intriguing acquisition target for other airlines.

Macy's seems to be winning its court battle with J.C. Penney and Martha Stewart Living Omnimedia.

Southwest Airlines has given up its price leadership in the airline industry, creating an image and messaging problem. Management should follow JetBlue's example and focus on marketing the company as a premium airline.

Apple needs a CEO who's adaptable and willing to give consumers what they want. Cook may be a better fit for that job.

Netflix's new Facebook feature may have a marginal impact on building customer loyalty, but it can't explain Wednesday's rally in Netflix shares.

Apple analysts are focused on short-term problems like Apple's lack of a "phablet," even though Apple could easily produce such a device. Apple's continuing popularity and proprietary software ecosystem are the real long-term drivers of value for Apple.

Hawaiian Holdings and Alaska Airlines have been challenged recently in the West Coast-Hawaii travel market by ultra-low cost carrier Allegiant. However, recent mechanical problems at Allegiant led to delays of as much as 52 hours last weekend! This may convince future customers that paying a little more for their tickets is worthwhile.

NVIDIA's new Tegra 4 chip appears to outperform Qualcomm's top-of-the-line Snapdragon 800 processor. This should help NVIDIA bolster its lead in the non-Apple tablet market.

BlackBerry shares have been on a wild ride in 2013. Investors should keep an eye out for 1. early sales results, 2. the mix of iPhone and Android "conquest" sales, and 3. the health of BlackBerry's balance sheet.

The key issues of contention in the U.S. deficit debate have been entitlement spending and tax revenue, but both parties are ignoring the real problem: defense spending that far exceeds what is necessary to protect the United States.

A surge in flu shots and flu treatments won't be enough for Rite Aid to fend off the long-term threat from its larger rivals.

Last month's performance is a good sign for United, but it's not out of the woods yet.

Bears are overlooking the "option" value embedded in Apple shares. Even if the current stock price fully reflects the value of Apple's current product lines, it does not reflect the value of any new products that Apple might develop and bring to market in the coming years.

Embraer had a rough year but will probably benefit from considerable pent-up demand among U.S. carriers for large regional jets.

Can this company put its house back in order?