James Brumley

Editor's Choice

  • Procter & Gamble is Still Better off with the Devil it Knows

    By James Brumley - August 5, 2012 | Tickers: JCP, PG, TGT | Editor's Choice

    With just a quick glance at last quarter’s earnings, it might look like Procter & Gamble (NYSE: PG) is doing well enough to leave alone… why fix what isn’t broken? The consumer staples icon earned $0.82 per share versus consensus expectations of $0.77.

    If you take a closer look the picture starts to look a little less encouraging. While the company topped estimates, it only matched the more »

  • Amazon's Got a Bad, But Familiar, Habit

    By James Brumley - July 2, 2012 | Tickers: AMZN, GOOG, NFLX | Editor's Choice

    For fans and investors of Amazon.com, Inc. (NASDAQ: AMZN), the last couple of quarters have been tough. The organization was spending a lot of money to develop and launch the surprisingly successful Kindle Fire, and is still in the midst of what's becoming an overhaul of its entire shipping and storage process. Rather than a few, centralized distribution sites, Amazon is building out several smaller ones, with the more »

  • This is Why Hedge Fund Managers Shouldn't Meddle With Retailers

    By James Brumley - May 26, 2012 | Tickers: JCP, SHLD | Editor's Choice

    Considering they collectively manage billions of dollars' worth of OPM (other people's money), you'd think hedge fund managers - even the top performing ones - would at the very least learn from one another's mistakes. It doesn't look like it's happening though, which could be a little troubling for folks with money being run by Pershing Square Management LP. 

    It's not a bad group of funds more »

  • What's Really Wrong with Moderate-Price Retailers

    By James Brumley - February 24, 2012 | Tickers: KSS, SHLD, TGT | Editor's Choice

    Thursday was a busy one for a handful of retailers, as three of the biggest names in the industry posted last quarter's results. Anything to glean from the aggregate numbers and accompanying comments? Sure, but first things first.

    The good news is, Target (NYSE: TGT) topped expectations last quarter. The bad news is, Target's income fell on a year-over-year basis. By bringing home $1.45 per share, the more »