[Home Prices & Mortgage Rates Up] + [Weak Guidance From HD, LOW] = Stay Short Home Improvement Names
Back in late September we analyzed the latest numbers coming out of Southern California's suburban real estate market and concluded that it would...
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Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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It's Starting to Feel a Bit Like San Diego Circa 2005...Time to Short Asian Home Improvement Names?
At the beginning of 2005, I returned to my hometown of San Diego, CA, to take a job as an analyst at a hedge fund based there. Residents were in...
301 Views
July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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