Author: Ned Douthat

Barnes & Noble (BKS) reported today that their new eReader product has sold out of the entire supply for delivery before the holidays.  This may be a positive sign for Barnes & Noble in the long run as demand...

On Wednesday we wrote a piece talking about the strange upgrade of Pulte Homes (PHM) by an analyst at Citigroup (C).  At that time (Upgrade Trumps Macro-Economics for Homebuilders), we reiterated our Overvalued stance on...

In a tough retail environment sales gains are always a welcome sign, and so is profit growth of 25%.  The Gap, Inc (GPS) reported quarterly net income of $307 million or 44 cents per share which was in-line with...

Bloomberg opinion columnist Jonathan Weil has a talent for navigating balance sheets of often complex financial firms.  In his latest piece, he writes about Wells Fargo (WFC), the bank who rejected the idea that it needed...

As the market turned decisively negative on Thursday morning, no sector was hit heavier that the semiconductor industry.  An analyst at Bank of America Merrill Lynch (BAC) downgraded the entire sector’s outlook from...

This morning the Commerce Department released figures that homebuilding activity in the U.S. had unexpectedly fallen in October.  The reasoning was that increased joblessness in addition to doubts that the homebuyer tax...

“The problem with Gamestop is you need to be able to have both good hardware and software sales. Not until later next year do I expect Grand Theft Auto. We had Rock Band, Guitar Hero. Those are all played out. I...

Not exactly sure what is not to like about Salesforce.com’s (CRM) performance in the last quarter, but the stock is getting hammered down more than 7% in post market activity.  Earnings per share doubled from a year...