Recent articles

Twitter's New Idea Could Turbocharge Returns
Jack Dorsey's newest idea could help Twitter reverse its collapsing cost-per-engagement figures, but likely will not significantly decrease harassment.

Why Walt Disney Investors Sent a Shocking Message to Leadership
Disney's surprising shareholder vote changes everything and yet nothing.

Are Investors Too Bearish on Kroger?
After a 12% sell-off, Kroger seems cheap in light of concerns that may never materialize.

Retail Earnings Bring Bad News for Wage Growth
Wall Street has an eagle eye on margins and is harshly punishing any retailer that reports higher expenses.

Overstock Has Rocketed 240% Higher for All the Wrong Reasons
Overstock is on a tear for a business that may never make any profit.

Can ESPN's New President Resurrect the Network?
James Pitaro may have the toughest job in The Walt Disney Company.

Is It Time to Sell McDonald’s Stock?
After rocketing higher under CEO Steve Easterbrook, McDonald's has struggled in 2018. Time to take profits?

Why CVS Health Corporation Sank 14% in February
Should CVS investors fear "the Death Star"?

Why Eastman Kodak Sank 34% in February
Initial excitement about the company's planned ICO wore off amid scrutiny and delays.

Why DISH Network Corporation Sank 11% in February
DISH Network should be commended for more disclosure, especially when that disclosure hurts the investment thesis.

Is YouTube TV Repeating Big Cable's Mistakes?
Streaming cable packages were supposed to improve upon traditional cable. Increasingly, that appears not to be the case.

Is HP Inc. a Turnaround Buy?
Even after doubling the S&P 500's return, HP Inc. is still a cheap stock.

Investors Are Ignoring This Key Part of Amazon's Profit
Investors often overlook retailing to focus on Amazon Web Services. Here's why that's a mistake.

Keeping a Closer Eye on Content Is Going to Cost Alphabet
For Alphabet, being big has its costs.

3 Key Takeaways From T-Mobile's Earnings Report
Investors and subscribers should know what's going on.

Whole Foods Gets a Prime Addition
Grocers should take notice of recent announcements from Amazon and Whole Foods.

Dunkin' Brands Beat Earnings Thanks to Ice Cream, Not Doughnuts
The company can credit Baskin-Robbins, its lesser-known division, for strong same-store sales.

Could the Next Big VR Company Be…Walmart?
Walmart takes a page from Facebook's playbook.
You'll Never Guess How Much Walt Disney World Has Raised Ticket Prices Since Opening in 1971
Despite their high cost of entry, Disney's theme parks are enjoying record attendance and contributing a significant portion of the company's bottom line.

Why I'm Not Buying Snap's "Strong" Earnings Report
Snap Inc. exceeded low expectations in the fourth quarter but continues to hemorrhage cash.