A Retail Giant Positioning for Future Profit Growth

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Retailers have been under attack in recent years but not by the online competitors that may first come to mind. Instead, retailers have been under attack from Wall Street analysts who can’t wait to bury the next traditional retail business.

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What We’re Reading This Morning — May 14, 2015

How is Walmart eating Whole Foods’ lunch?

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This Longtime American Retailer Deserves Your Attention

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Some believe the best implementation of ecommerce solutions will ultimately win the retail battle. Others believe online stores, such as Amazon, have simply accelerated the inevitable extinction of the brick and mortar store. However, this week we’re taking a look into a brick and mortar company that also has a strong online presence and shows signs of improvement.

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No Need to Play Chicken With This Stock

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This company’s products can be seen in grocery stores, restaurants, and fast food eateries. The company is vertically integrated across the entire production process, from production to marketing to distribution, giving it tight controls on safety and quality. Today we’re talking about chicken.

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What We’re Reading This Morning — March 6, 2015

Why are retailers suddenly so desperate to keep their least valuable workers?

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What We’re Reading This Morning — February 19, 2015

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Why everyone — even Warren Buffett — got oil prices wrong.

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The Best Large Cap Value Stocks in the Market

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The Large Cap Value style ranks second out of the 12 styles for the first quarter of 2015 and receives our Neutral rating. The Large Cap Value style as a whole outperformed the Russell 3000 in 2014

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The Stocks Should Be a Staple In Your Porftolio

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The Consumer Staples sector ranks first out of the 10 sectors for the first quarter of 2015 and receives our Very Attractive rating. The Consumer Discretionary sector as a whole outperformed the S&P 500 in 2014, rising 15% to the S&P’s 12%

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1Q15 Sector Ratings for ETFs & Mutual Funds

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At the beginning of the first quarter of 2015, only the Consumer Staples sector earns an Attractive-or-better rating. Sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

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What We’re Reading This Morning — December 2, 2014

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What happened on Cyber Monday?

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What We’re Reading This Morning — November 13, 2014

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What are hedge funds doing about emerging markets?

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What We’re Reading This Morning — October 27, 2014

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What Will it Take to Change the Culture of Wall Street?

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Sector Rankings For ETFs & Mutual Funds

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At the beginning of the fourth quarter of 2014, only the Industrials and Consumer Staples sectors earn an Attractive-or-better rating.

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Big Value Opportunity In Liberty Tax

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Liberty Tax (TAX: $34/share) has carved out a successful niche as the discount option for tax return preparation. Despite its significantly smaller scale and brand awareness compared to competitors such as H&R Block (HRB) and Intuit (INTU), TAX still earns a comparable return on invested capital (ROIC). The beauty here is that the market values TAX at a considerable discount to HRB and INTU.

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Sector Rankings For ETFs & Mutual Funds

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At the beginning of the third quarter of 2014, only the Consumer Staples sector earns an Attractive-or-better rating.

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Carl Icahn May Be Fighting A Losing Battle With Family Dollar

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Icahn might be able to engineer a sale to DG or someone else that will earn himself and other shareholders a quick profit, but unlocking long-term value will be a much more difficult task.

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Sector Rankings For ETFs & Mutual Funds

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For the second quarter of 2014, only three sectors manage to even earn a Neutral rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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Danger Zone: Tuesday Morning (TUES)

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Any brick and mortar retailer carries some risk in this environment, but investors who really want exposure to this sector should look for higher quality companies than TUES. Other retailers have superior profitability metrics, better branding and e-commerce capabilities, and a cheaper valuation. The only reason to touch TUES is to short it.

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No Progress From Amazon in 2013

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Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

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Check out my sector overview on Reuters Insider here. The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and nine mutual funds in the Consumer Staples…

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