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With PC Sales Down, Intel and Microsoft Shifting Gears

April 17, 2013 – 8:27 am |

During the first quarter, personal computer unit sales fell a surprising 14% year over year, according to IDC, reflecting the largest decline in nearly two decades. Consistent with our sector view, we expect mobile devices, including tablets and smartphones, to continue to pressure PC volume in 2013 and beyond as smartphone and tablet global penetration rates are still low relative to PCs.

While Read more […]

J.B. Hunt Encounters Margin Pressure in First Quarter

April 15, 2013 – 3:54 pm |

J.B. Hunt’s first-quarter consolidated revenue expanded 11% from the same period last year, reflecting healthy intermodal volume strength at JBI and continued, solid contract wins in the dedicated contract segment (DCS). DCS revenue before fuel surcharges increased 10%, primarily driven by fleet growth associated with new business (probably private-fleet conversions). Productivity (revenue per tractor) Read more […]

Lilly Reports Solid 4Q and Reiterates Guidance

April 12, 2013 – 11:20 am |

Like many pharmaceutical firms, Lilly faces daunting growth prospects in the foreseeable future because of patent expirations on key drugs. Through 2017, patents will expire on several key blockbusters, including antidepressant Cymbalta in December 2013 (22% of Lilly’s sales), osteoporosis drug Evista in early 2014 (4% of Lilly’s sales), cancer treatment Alimta in 2017(11% of Lilly’s sales), erectile Read more […]

Despite EBIT Margin Decline, Wm Morrison Raises Dividend and Repurchases Shares

April 10, 2013 – 11:45 am |

Having previously provided sales results, Wm Morrison Supermarkets reported more detailed financial results for fiscal 2012 (ending February 3, 2013) that support our thesis of operating margin declines. As a result, we do not plan to make any major changes to the assumptions in our discounted cash flow model, which drives our fair value estimate of GBX 300.

Wm Morrison does not possess an economic Read more […]

Dollar General Reports Strong 2012

April 9, 2013 – 5:30 am |

Dollar General reported decent fourth-quarter results and guided for 10%-12% top-line growth, 4%-6% same store sales growth, and 8%-13% earnings per share growth in 2013. The guidance for top-line growth was ahead of our expectations, but management’s profit growth expectations were in line with our forecast. The key to the Dollar General equity story is retaining the consumers gained during the 2008 Read more […]

Best Buy/Samsung Mini-Store Initiative Is a Positive, Though Not Without Risk

April 9, 2013 – 3:53 am |

Best Buy shares are up sharply today, which we attribute to a New York Times article discussing Samsung’s plans to open 1,400 mini-stores inside Best Buy big-box and Mobile stores by the end of June. Terms of the arrangement and square footage allocations were not available, but mini stores will reportedly be called the “Samsung Experience Shop” and feature a wide selection of Samsung products and Read more […]

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