Internet and Catalog Retail

  • eBay Earnings Preview: Can the Tremendous Growth Story Continue?

    By Matthew Frankel - January 9, 2013 | Tickers: EBAY, MSFT

    One of the most popular e-commerce destinations, eBay (NASDAQ: EBAY) has done quite well for its shareholders over the past several years.  Since its 2009 low of $9.91, eBay’s share price has increased by 433%.  With the company set to report earnings next Wednesday, investors will be looking for signs to determine whether eBay’s extraordinary growth is in the past, or if the company has more tricks more »

  • This Growth Company Continues to Execute its Game Plan

    By Justin Carley - December 13, 2012 | Tickers: NKE, PVH, RL, WRC, VFC

    V.F. Corporation (NYSE: VFC) and its iconic North Face brand have yielded a stock price that brings to mind a mountain climber reaching ever thinning air in quest for the summit.  With a market capitalization of $16 billion and sales north of $10 billion, have this company’s best growth days come and gone?  Would investing in this company after a decade of outperformance leave investors in the wake more »

  • Can Dick's Sporting Goods Keep Sprinting Ahead?

    By Frank Constantino - December 10, 2012 | Tickers: CAB, DKS, HIBB | Editor's Choice

    While investors are busy hanging on every word that comes out of Washington that even remotely rhymes with cliff, consumers have been busy filling shopping carts with gifts this holiday season.  A recent trip to my local Dick's Sporting Goods (NYSE: DKS) revealed to me that most consumers aren't remotely thinking of the "fiscal cliff."  Consumer confidence numbers show the U.S. consumer is pretty happy where things more »

  • The New FACE of E-Commerce

    By Somnath Guha - October 3, 2012 | Tickers: AMZN, EBAY, FB

    FACEBOOKing the holidays

    The holiday season is quickly approaching. From Halloween to New Year’s Day, consumers will spend billions of dollars on gifts. While shopping is not a difficult task for many Americans, Facebook Inc (NASDAQ: FB) is seeking to make the process a bit easier.

    Facebook has long noted consumers’ friends’ birthdays, anniversaries and other notable personal dates in the top-right corner of the home page under the more »

  • 4 Stocks Vulnerable to Amazon’s Same-Day Delivery

    By Justin Carley - August 9, 2012 | Tickers: AMZN, AZO, HD, LOW, PETM

    At first glance, Amazon’s (NASDAQ: AMZN) recent announcement of same-day shipping seems like a continuation of the company’s sales growth ambitions in the absence of profits. 

    Same-day shipping will be a process that evolves in coming quarters and won’t be cheap.  Amazon continues to build out their distribution platform, along with requiring sales taxes in such states, while making little to no money in the process.  The more »

  • This Retailer is Too Erratic to Buy at this Price

    By Bobby Shethia - August 6, 2012 | Tickers: AMZN, BBBY, WSM

    Williams-Sonoma(NYSE: WSM), retailer of higher-end home furnishings operates five retail chains, Williams-Sonoma, Pottery Barn, Pottery Barn Kids, West Elm and the recently added Rejuvenation, earning 56% of revenues from retail stores and the rest from website and catalog sales.

    Williams-Sonoma’s strengths

    Williams-Sonoma went through two terrible years in 2008 (year ended Jan 2009) and 2009, (year ended Jan 2010), with revenues dropping from a peak of $3.9 more »

  • Groupon Loses the IPO Gamble: Is Facebook Next?

    By Tim Brugger - June 4, 2012 | Tickers: AMZN, FB, GOOG, GRPN

    What a weekend Andy (CEO Andrew Mason) and the management team at Groupon (NASDAQ: GRPN) must have had. The release of an additional 600 million shares – as per the IPO specs – couldn’t have come at a worse time. The company was just starting to show signs of life after a decent Q1 earnings announcement in mid May. For an instant there it appeared investors were moving past the financial more »

  • Google: This is Almost too Easy

    By Tim Brugger - June 1, 2012 | Tickers: AAPL, GOOG, LNKD, NFLX | Editor's Choice

    Okay already, the employment figures disappointed, Europe looks downright gloomy and both companies and countries seem to be fighting for a place in line to sue Google (NASDAQ: GOOG) for pretty much anything and everything. But trading in the high $560s to low $570s a share? Value investors wake up - if you’re not salivating already you should be – this is just too easy.

    Revenue from Everywhere

    What’s made more »

  • The Week that Was: Intel, Ford, Google and (ugh) Facebook

    By Tim Brugger - May 28, 2012 | Tickers: FB, F, GOOG, INTC

    Even with the Dow’s poor performance on Friday – and the week as a whole - all is not lost. Friday’s announcement of consumer confidence numbers should have been enough to leave investors cheering. The highly anticipated Thomson Reuters/University of Michigan index rose to 79.3 – the highest level in over four and half years. That’s huge, particularly when you consider consumer confidence is what drives the U more »

  • Incredibly, Facebook Actually Thought “Greed is Good” Still Applies

    By Tim Brugger - May 23, 2012 | Tickers: AOL, FB, GRPN, LNKD | Editor's Choice

    Even before the recent announcement of the lawsuits aimed Facebook’s (NASDAQ: FB) way as a result of the botched IPO, the happenings a week or two before the company went public should have been enough to keep investors on the sidelines – at least for a while.

    The Suits

    The “news” that Facebook is facing earnings pressure as more and more people log on using their mobile devices vs. that more »

  • Got Some Time and a Strong Stomach? Try J.C. Penney on for Size

    By Tim Brugger - May 21, 2012 | Tickers: JCP, M, SKS, SHLD

    Though not a contrarian by nature –oversold but solid companies selling at a discount are generally much more attractive – J.C. Penney (NYSE: JCP) offers investors with gumption and an intriguing storyline. It’ll require some faith and patience, but all is not as dour as it appears. Of course shareholders are most certainly fuming that anyone could suggest such a thing with the stock beaten down as it is more »

  • The Week That Was: Home Depot, Groupon, Best Buy and Nokia

    By Tim Brugger - May 21, 2012 | Tickers: FB, GRPN, HD, NOK, SKS

    For many last week will always be about the much anticipated Facebook (NASDAQ: FB) IPO. And why not? If nothing else there was enough fanfare, speculation and opinions to last a lifetime. The consensus seems to be Facebook’s foray into the world of public ownership was a disappointment – though when it’s all said and done the only thing disappointing was the impact the IPO had on other companies more »

  • Groupon Investors’ Selective Memory Warranted

    By Tim Brugger - May 15, 2012 | Tickers: AMZN, GOOG, GRPN

    To think it was only a month and a half ago – give or take – when the most recent “accounting irregularities” rocked the collective world of Groupon (NASDAQ: GRPN) shareholders. After what can only be called a stellar Q1, Groupon’s earlier woes seem to be long forgotten. And why not? Management was clueless, they got called on the SEC financial carpet, and it’s safe to say all should be more »

  • Best Buy, Now? It’s Just Crazy Enough to Work

    By Tim Brugger - May 14, 2012 | Tickers: AMZN, BBY, TGT, WMT

    Already mired in the middle of what’s been a difficult time for the once high-flying electronics retailer, Best Buy’s (NYSE: BBY) recent scandal(s) have many analysts and investors concerned with the company’s focus. How are they supposed to manage the company in the soap opera like atmosphere? Not to mention rebound from what has dragged the likes of both Wal-Mart (NYSE: WMT) and Target (NYSE: TGTmore »)

  • Nordstrom: Sales Increase Only Part of the Solution

    By Tim Brugger - May 13, 2012 | Tickers: M, JWN, ROST, TJX

    While most things retail are still basking in the glow of one of the best consumer confidence reports in years, Nordstrom (NYSE: JWN) is taking a relative whooping. “But net income was up in the recently announced first quarter, and direct sales have shot through the roof,” proponents argue. And they’d be right, but boosting sales is only part of the equation – the other is managing expenses. And here more »

  • Resumes Not the Only Problem With Yahoo

    By Tim Brugger - May 8, 2012 | Tickers: AOL, GOOG, NWSA, YHOO

    It’s only been five months, but what an impact new CEO Scott Thompson has had on what was already a company striving to find its way. What's really unfortunate for Yahoo! (NASDAQ: YHOO) shareholders and potential investors is there were more than enough concerns before the recent PR problems surfaced. Though difficult to pin the slide in stock price and investor confidence on one thing - the failed sale more »

  • Amazon gets Slugged by Walmart

    By Richard Birecki - May 4, 2012 | Tickers: AMZN, EBAY, WMT

    The thing that I love about Jeff Bezos, is how aggressively he continues to push the limits. He's like a high limit poker player who continually bets for value when he believes he's ahead, knowing that in the end the statistics will work themselves out even if he takes a couple of bad beats.

    Push your edge to the limit:

    1) Amazon (NASDAQ: AMZN) makes a profit of more »

  • The Barnes & Noble Deal: Microsoft Scores Another Win-Win

    By Tim Brugger - April 30, 2012 | Tickers: AMZN, BKS, CPSI, GOOG, MSFT | Editor's Choice

    A lot has happened since the Barnes & Noble article written the first week in January. Certainly today’s announcement of a partnership with Microsoft to crank up the Nook business is getting all the headlines – as well it should. But that’s not the whole picture for the once beleagured book store.

    The huge gains for Barnes & Noble (NYSE: BKS) shareholders comes on the heels of what now seems an more »

  • A Call to Amazon Investors Everywhere: Whatever Happened to Earnings?

    By Tim Brugger - April 27, 2012 | Tickers: AMZN, GOOG, NFLX

    There's little doubt this article is going to ruffle a few feathers, but try and understand. It's nothing personal, simply a rhetorical question if you will – whatever happened to earnings? Now, Amazon.com (NASDAQ: AMZN) doesn’t quite have the fanatical shareholder community of say, an Apple – but it’s getting pretty darn close. The earning’s call on the 26th appears to have left investors hyper-ventilating more »

  • Wal-Mart's in Hot Water – Again. But Will it Matter?

    By Tim Brugger - April 24, 2012 | Tickers: TGT, WMT

    For Wal-Mart investors the recent bribery scandal is yet another in a long line of hiccups surrounding the $202 billion retail behemoth. Avoiding medical costs by divvying up hours to maintain p/t status, not paying employees overtime wages, or any number of other potentially debilitating snafus over the years has fueled an almost manic dislike/distrust of all things Wal-Mart (NYSE: WMT). You don’t have to go far more »