Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Best Buy Shines Bright, Even in Weak Economy
- Chad Brand submits: Back in November I wrote that Best Buy BBY would be a prime beneficiary of Circuit City’s bankruptcy and given that they were already one of the best run retailers in the country, the stock was cheap at a single digit P/E (around $25 per share)....
- External links 2009-03-27
- Anheuser-Busch InBev: From Screaming Buy to Solid Hold
- Chad Brand submits: Back in December I was fortunate enough to be chosen by the editors to provide BusinessWeek magazine a value stock idea for their annual investment guide issue. My selection, beer giant Anheuser-Busch InBev, was controversial at the time due to the just-completed buyout of A-B by...
- External links 2009-09-14
- Looking Under the Hood of AutoNation
- Chad Brand submits: Typically when I write about individual stocks I share bullish ideas that I am either long or thinking about going long. I was recently doing some work on AutoNation AN, however, and since the stock looks pricey to me I figured I would share a bearish...
- External links 2009-07-03
- Anheuser-Busch InBev: Poised to Rebound After 85% Collapse
- Chad Brand submits: As you may have already read in Business Week’s 2009 Investment Outlook issue (dated 12/29-1/5), I highlighted the recently formed Anheuser-Busch InBev (AHBIF.PK) as a potentially attractive bargain pick. Despite various other mergers failing to get done in the current credit environment, Belgium’s InBev paid $52...
- External links 2008-12-31
- Abercrombie Picks Fewer, More Profitable Sales Over Lower Margin Bargain Bins
- Chad Brand submits: Last month I mentioned I thought Abercrombie and Fitch ANF stock looked undervalued. A December 8th Wall Street Journal article entitled “Abercrombie Fights Discount Tide” discussed ANF’s strategy to maintain its premium brand image by choosing to accept higher rates of sales decline, relative to lower...
- External links 2008-12-14
- Circuit City's Bankruptcy Is Great News for Best Buy
- Chad Brand submits: A week after announcing it would close 20% of its stores, electronics retailer Circuit City CC has announced it will file for Chapter 11 bankruptcy protection. While that really is no surprise (retailers can't operate in the red forever), investors should consider who wins from this...
- External links 2008-11-10
- Amazon Is Looking Like Starbucks of Yore: Too Expensive
- Chad Brand submits: In November of 2004 I wrote a piece entitled “Sleepless in Seattle” which postulated that shares of Starbucks SBUX were trading at such a high valuation (forward P/E of 48) that even if the company grew handsomely over the following few years, the stock’s performance was...
- External links 2009-01-30
Additional Resources
- Financial, Retail Sector Weakness Mask Underlying Core Profitability
- Chad Brand submits: Simply judging from the stock market's performance over the last couple of months, you might think the entire U.S. economy is teetering on the brink of disaster. In reality though, the sheer ugliness of the financial services and retail sectors is masking the other eight sectors...
- External links 2008-12-03
- Citigroup's Brokerage JV with Morgan Stanley Is a Positive Step for Citi
- Chad Brand submits: I have written previously, as have numerous other investment managers, that in order for Citigroup C to have the best chance of being nimble enough to grow and be managed efficiently it needed to be broken up. The vast number of businesses it has, coupled with...
- External links 2009-01-13
- Citi's Management Looks Overmatched
- Chad Brand submits: From the WSJ: The selloff in Citigroup shares has led executives to start laying out possible contingency plans. In addition to pondering a move to sell the entire company to another bank, executives have started exploring the possibility of selling off parts of the firm, including...
- External links 2008-11-23
- Slightly Lower Gas Prices Doesn't Mean Huge Increases in Consumer Spending
- Chad Brand submits: Oil is down a couple of bucks and retailers are on fire. Sears Holdings SHLD jumped $9 per share yesterday? Remember everyone, rising gas prices did not result in plummeting retail sales and this subsequent drop does not mean Sears is all of the sudden going...
- External links 2008-08-06
- << Previous
- page 1 of 1
- Next >>