Coach: Growth in China Cannot Offset Weakness in North America

Fashion is a fickle business. A brand can become a household name overnight if the right celebrity is seen wearing it. But all it takes is a single bad season, or a new fashion darling to catch the eye […] Continue Reading…

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More Russia Sanctions…and Putin’s Endgame

The United States leads another round of Russia sanctions…and Russian stocks enjoy a nice bounce.  The Market Vectors Russia ETF (RSX) is up more than 2% today following the news.  This seems to be something of a recurring theme.

It’s […] Continue Reading…

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Investing in Organics: Look Beyond Premium Grocers

There are times when I question whether I made the correct career choice — like when I see job openings for professional craft beer brewer. Upscale grocer Whole Foods Market (WFM) is creating its own in-house beers and needs […] Continue Reading…

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A Tale of Two Tech Sectors

Are technology stocks in a bubble? Yes.

Are some of the best values in the world in the tech sector? Oddly enough, the answer to this question is also yes. We have what I call a tale of two tech […] Continue Reading…

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Walmart’s Revenge: Amazon.com Has a Big Problem

Amazon (AMZN) is grabbing the headlines this week with the news that it bested rival Netflix (NFLX) in securing exclusive rights to stream HBO’s library of older shows — such as The Sopranos and Deadwood — via its Amazon […] Continue Reading…

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