Jul
31
Posted on 31-07-2006
Filed Under (Retail, Tractor Supply, TSCO) by ryan

http://www.fool.com/news/mft/2006/mft06073147.htm 

By Ryan Fuhrmann, CFA
July 31, 2006

Tractor Supply Co. (Nasdaq: TSCO) is a rapidly growing specialty retailer operating in the rural farm and ranch realm. As a result, city slickers may not be that familiar with the company or its stores, but they’re definitely worth keeping an eye on.

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Jul
31
Posted on 31-07-2006
Filed Under (DECK, Deckers Outdoor, Footwear) by ryan

http://www.fool.com/news/mft/2006/mft06073150.htm 

By Ryan Fuhrmann, CFA
July 31, 2006

Shares of footwear-marketer Deckers Outdoor (Nasdaq: DECK), a Motley Fool Hidden Gems recommendation, have gone through the roof since the beginning of 2003, thanks largely to the popularity of its UGG boots. How key will UGGs be to the company’s future fortunes?

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Jul
27
Posted on 27-07-2006
Filed Under (Lexmark, LXK, Technology) by ryan

http://www.fool.com/news/mft/2006/mft06072747.htm

By Ryan Fuhrmann, CFA
07/27/2006

A revitalized Hewlett-Packard(NYSE: HPQ) appears to be successfully taking on a number of rivals, such as Dell(Nasdaq: DELL), which is having to decrease the selling price of its computers to effectively compete with HP. Same goes for Lexmark(NYSE: LXK), where HP has undercut what has traditionally been Lexmark’s turf — affordably priced printers.

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Jul
27
Posted on 27-07-2006
Filed Under (Footwear, TBL, Timberland) by ryan

http://www.fool.com/news/mft/2006/mft06072735.htm

By Ryan Fuhrmann, CFA
07/27/2006

Footwear firm Timberland‘s (NYSE: TBL) ubiquitous waterproof boot may be taking on some agua. The firm has a solid track record of growth and generating cash flow, but has fallen on hard times of late because U.S. consumers are apparently eschewing its boots and accessories for less bulky and hipper alternatives. Did recent results confirm this trend, and might it continue indefinitely? Read the rest of this entry »

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Jul
27
Posted on 27-07-2006
Filed Under (Bill Miller, FAVORITE) by ryan

http://www.fool.com/news/commentary/2006/commentary06072721.htm

By Ryan Fuhrmann, CFA
07/27/2006

Below is Part 4 of a five-article write-up regarding legendary investor Bill Miller, CFA, during the 2006 Financial Analysts Seminar, hosted by the CFA Institute. Read through for a history of his career, current musings, and a number of stocks Mr. Miller currently finds interesting, as well as a comparison of his style to another legendary investor, John Neff, CFA, who also spoke at the conference. Read the rest of this entry »

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Jul
27
Posted on 27-07-2006
Filed Under (Bill Miller, FAVORITE, Investing) by ryan

http://www.fool.com/news/commentary/2006/commentary06072721.htm

By Ryan Fuhrmann, CFA
07/27/2006

Below is Part 4 of a five-article write-up regarding legendary investor Bill Miller, CFA, during the 2006 Financial Analysts Seminar, hosted by the CFA Institute. Read through for a history of his career, current musings, and a number of stocks Mr. Miller currently finds interesting, as well as a comparison of his style to another legendary investor, John Neff, CFA, who also spoke at the conference.

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Jul
27
Posted on 27-07-2006
Filed Under (BBI, Blockbuster, Retail) by ryan

http://www.fool.com/news/mft/2006/mft06072729.htm

By Ryan Fuhrmann, CFA
July 27, 2006

In the classic standoff between value and growth in the movie-rental business, Blockbuster‘s (NYSE: BBI) pain is Netflix‘s (Nasdaq: NFLX) gain today.

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Jul
26
Posted on 26-07-2006
Filed Under (Healthcare, HMA, Hospitals) by ryan

http://www.fool.com/news/mft/2006/mft06072607.htm

By Ryan Fuhrmann, CFA
07/26/2006

The hospital industry is in the doldrums. For confirmation, just look at the small premium the private equity guys offered to purchase the largest player in the space, HCA(NYSE: HCA). However, from a value investor perspective, the bid could confirm that negative industry trends and sentiment may have reached their peak.

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Jul
26
Posted on 26-07-2006
Filed Under (Bill Miller, FAVORITE) by ryan

http://www.fool.com/news/commentary/2006/commentary06072605.htm

By Ryan Fuhrmann, CFA
07/26/2006

Below is Part 3 of a five-article write-up regarding legendary investor Bill Miller, CFA, during the 2006 Financial Analysts Seminar, hosted by the CFA Institute. In this installment, we compare Miller’s style with that of another legendary investor, John Neff, CFA, who also spoke at the conference.

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Jul
26
Posted on 26-07-2006
Filed Under (TUP, Tupperware, Value Trap) by ryan

http://www.fool.com/news/mft/2006/mft06072622.htm

By Ryan Fuhrmann, CFA
07/26/2006

The woes continue for Tupperware(NYSE: TUP). The struggling seller of kitchenware, cosmetics, and beauty products just reported another quarter of falling earnings and segment realignment. Fools wait for a recovery that always seems to be just over the horizon, but getting paid to wait may be a good strategy — if the recovery ever happens.

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Jul
26
Posted on 26-07-2006
Filed Under (All-Star, ECL, Ecolab) by ryan

http://www.fool.com/news/mft/2006/mft06072620.htm

By Ryan Fuhrmann, CFA
07/26/2006

Ecolab(NYSE: ECL) has a spiffy track record of growth that even Mr. Clean would envy. To see why, Fools may want to check out the recent earnings release and stellar long-term track record, which we’ll examine below.

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Jul
26
Posted on 26-07-2006
Filed Under (Life Science, SIAL, Sigma-Aldrich) by ryan

http://www.fool.com/news/mft/2006/mft06072640.htm

By Ryan Fuhrmann, CFA
07/26/2006

Life science company Sigma-Aldrich(Nasdaq: SIAL) reported second-quarter results yesterday. Though the company doesn’t usually produce eye-popping results, it has proved to be a conservative, consistent grower via internal means and acquisitions. This quarter was no exception. Read the rest of this entry »

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Jul
26
Posted on 26-07-2006
Filed Under (AFL, Aflac, Insurance) by ryan

http://www.fool.com/news/mft/2006/mft06072641.htm

By Ryan Fuhrmann, CFA
07/26/2006

Fools may not be that familiar with insurer Aflac(NYSE: AFL), but they’re probably well aware of its duck mascot, famous for starring in commercials with Yogi Berra and uttering the company name. However, talking ducks aside, the stock is worth getting to know as well. Read the rest of this entry »

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Jul
26
Posted on 26-07-2006
Filed Under (Buffalo Wild Wings, BWLD, Restaurants) by ryan

http://www.fool.com/news/mft/2006/mft06072629.htm

By Ryan Fuhrmann, CFA
07/26/2006

Buffalo Wild Wings(Nasdaq: BWLD) reported earnings yesterday after the closing bell. Overall growth continued at a rapid pace and the quarter looked clean. So, why is the stock down almost 10% today?

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Jul
25
Posted on 25-07-2006
Filed Under (Bill Miller, FAVORITE) by ryan

http://www.fool.com/news/commentary/2006/commentary06072418.htm

By Ryan Fuhrmann, CFA
07/24/2006

Last Thursday evening, I heard Bill Miller, CFA — recently honored as one of “The World’s Great Investors” by SmartMoney — speak at the Financial Analysts Seminar. What’s more, I had the rare opportunity to meet with him briefly to discuss his stellar track record and his current thoughts on the market.

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Jul
25
Posted on 25-07-2006
Filed Under (Champion Enterprises, CHB, Homebuilding) by ryan

http://www.fool.com/news/mft/2006/mft06072521.htm

By Ryan Fuhrmann, CFA
07/25/2006

Before the dot-com craze, manufactured-home builders experienced their own bubble years. This was in the late 1990s, and the stocks have yet to recover. Do Monday’s results from Champion Enterprises(NYSE: CHB) suggest a recovery is finally under way?

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Jul
25
Posted on 25-07-2006
Filed Under (Bill Miller, FAVORITE) by ryan

http://www.fool.com/news/commentary/2006/commentary06072517.htm

By Ryan Fuhrmann, CFA
07/25/2006

Below is Part 2 of a five-article write-up regarding legendary investor Bill Miller, CFA, during the 2006 Financial Analysts Seminar, hosted by the CFA Institute. In case you missed it, be sure to check out Part 1 of the series.

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Jul
25
Posted on 25-07-2006
Filed Under (Edwards Lifesciences, EW, Healthcare) by ryan

http://www.fool.com/news/mft/2006/mft06072532.htm

By Ryan Fuhrmann, CFA
07/25/2006

Since its spinoff from health-care firm Baxter(NYSE: BAX) back in 2000, shares of Edwards Lifesciences(NYSE: EW) have more than doubled from their introductory price of $20. The stock increased steadily until January 2005; since then, it has lingered in the mid- to low $40s. What will it take for a move closer to $50?

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Jul
24

http://www.fool.com/news/commentary/2006/commentary06072413.htm

By Ryan Fuhrmann, CFA
07/24/2006

We’ve come to the final installment of a three-article write-up regarding legendary investor John Neff, who spoke at the 2006 Financial Analysts Seminar, hosted by the CFA Institute. (If you missed them, check out parts 1 and 2.) Here’s the best of the rest, including two stocks Neff currently finds interesting.

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Jul
24
Posted on 24-07-2006
Filed Under (DGX, Healthcare, Quest Diagnostics) by ryan

http://www.fool.com/news/mft/2006/mft06072421.htm

By Ryan Fuhrmann, CFA
07/24/2006

Shares of Quest Diagnostics(NYSE: DGX) have held up well during recent market turbulence. With shares currently trading near their 52-week high, can we expect more of the same going forward for the lab-testing firm?

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Jul
21
Posted on 21-07-2006
Filed Under (FAVORITE, Investing, John Neff) by ryan

http://www.fool.com/news/commentary/2006/commentary06072119.htm

By Ryan Fuhrmann, CFA
07/21/2006

Below is Part 2 of a three-article write-up on the presentation by legendary investor John Neff, CFA, during the 2006 Financial Analysts Seminar, hosted by the CFA Institute. Read through for a history of his career, current musings, and a number of stocks Neff currently finds interesting. Read the rest of this entry »

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Jul
21
Posted on 21-07-2006
Filed Under (QCOM, Qualcomm, Technology, Telecom) by ryan

http://www.fool.com/news/mft/2006/mft06072134.htm

By Ryan Fuhrmann, CFA
07/21/2006

Another former high-flying stock has reached a 52-week low. With shares of Qualcomm(Nasdaq: QCOM) down about 35% over the past year, what’s a Fool to make of recent results and the company’s outlook?

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Jul
20
Posted on 20-07-2006
Filed Under (CAKE, Cheesecake Factory, Restaurants) by ryan

http://www.fool.com/news/mft/2006/mft06072028.htm

By Ryan Fuhrmann, CFA
07/20/2006

I don’t know about you, but I don’t think it would be so bad if Cheesecake Factory‘s (Nasdaq: CAKE) growth slowed a bit. Then at least its loyal customer base may not have to wait almost an hour for a table. Of course, that wouldn’t make investors very happy. And neither did the news flow on Tuesday.

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Jul
20
Posted on 20-07-2006
Filed Under (IBM, Technology) by ryan

http://www.fool.com/news/mft/2006/mft06072007.htm

By Ryan Fuhrmann, CFA
07/20/2006

Comedian Will Ferrell shouted “Blue, you’re my boy!” in the movie Old School, but there’s no way that level of excitement can be translated over to technology behemoth Big Blue.

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Jul
20
Posted on 20-07-2006
Filed Under (INTC, INTEL, Technology, Telecom) by ryan

http://www.fool.com/news/commentary/2006/commentary06072007.htm

By Ryan Fuhrmann, CFA
07/20/2006

Intel‘s (NYSE: INTC) most rapid growth is behind it, but it will likely thrive well into the future. With its stock down, now may be the time to consider Charlie Munger’s advice to buy a great company at a good price.”

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Jul
20
Posted on 20-07-2006
Filed Under (INTC, INTEL, Technology) by ryan

http://www.fool.com/news/commentary/2006/commentary06072005.htm

By Ryan Fuhrmann, CFA
07/20/2006

Back in our Sesame Street days, we all learned to identify when one thing is not like the other. In the large-capitalization growth space, Intel(Nasdaq: INTC) sticks out like a sore thumb — it’s the kid on the playground no one wants to play with.

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Jul
20
Posted on 20-07-2006
Filed Under (FAVORITE, John Neff) by ryan

http://www.fool.com/news/commentary/2006/commentary06072018.htm

By Ryan Fuhrmann, CFA
07/20/2006

Below is Part 1 of a three-article write-up on legendary investor John Neff, following my visit to his presentation at the 2006 Financial Analysts Seminar, hosted by theCFA Institute. Read on for a history of his career, current musings, and a number of stocks Mr. Neff currently finds interesting.

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Jul
19
Posted on 19-07-2006
Filed Under (Parrino) by ryan

http://www.fool.com/news/commentary/2006/commentary06071913.htm

By Ryan Fuhrmann, CFA
07/19/2006

I’m at Northwestern University attending the 2006 Financial Analyst Seminar, an annual pow-wow sponsored by the CFA Institute. Some of the best minds in finance gather each year at this seminar to talk stocks and keep current on the latest topics. (Why they let me in, I’m not quite sure.) Some of the topics might put any Fool to sleep, but there are definitely some useful ones that can help Fools better manage their portfolios, especially with today’s uneven markets.

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Jul
19
Posted on 19-07-2006
Filed Under (Premier Exhibitions, PRXI) by ryan

http://www.fool.com/news/mft/2006/mft06071908.htm

By Ryan Fuhrmann, CFA
07/19/2006

While in Hot-lanta last month, I checked out a museum show titled Bodies: The Exhibition — an educational display of specially preserved real human bodies that would make Slim Goodbody blush. A small plaque at the end of the tour detailed that Atlanta-based Premier Exhibitions(Nasdaq: PRXI) ran the exhibit. Does Premier have any Foolish investment appeal? To find out, I recently perused its inner workings.

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Jul
17
Posted on 17-07-2006
Filed Under (Investing, PETM, Petsmart, Retail) by ryan

http://www.fool.com/news/mft/2006/mft06071727.htm

By Ryan Fuhrmann, CFA
07/17/2006

In the ongoing struggle between growth and value investors, today’s private-equity purchase of pet retailer Petco(Nasdaq: PETC) illustrates a dream scenario for the value crowd. Read the rest of this entry »

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Jul
14
Posted on 14-07-2006
Filed Under (All-Star, Cintas, CTAS) by ryan

http://www.fool.com/news/mft/2006/mft06071405.htm

By Ryan Fuhrmann, CFA
07/14/2006

Shares of uniform-rental firm Cintas(NYSE: CTAS) traded down after market-close yesterday, after the company released fourth-quarter sales that lagged analysts’ projections. It’s too bad that the market isn’t cheering another year of impressive earnings and sales growth. Of course, for potential purchasers of Cintas’ stock, that may not be such a bad thing.

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Jul
14
Posted on 14-07-2006
Filed Under (FLE, Fleetwood Enterprises, Homebuilding) by ryan

http://www.fool.com/news/mft/2006/mft06071420.htm

By Ryan Fuhrmann, CFA
07/14/2006

Recreational-vehicle maker Fleetwood Enterprises(NYSE: FLE) has had a rough go of things over the past eight years or so, and fourth-quarter and year-end results released today didn’t make things any better for investors. That leads us to the obvious question: Do the beaten-up shares represent a potential value play? Read the rest of this entry »

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Jul
13
Posted on 13-07-2006
Filed Under (BC, Boating, Brunswick) by ryan

http://www.fool.com/news/mft/2006/mft06071318.htm

By Ryan Fuhrmann, CFA
07/13/2006

Brunswick‘s (NYSE: BC) stock hit a 52-week low yesterday and continues to trade lower today after an earnings warning. Now that it trades for a reduced multiple of earnings, should value investors start circling the wagons? Read the rest of this entry »

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Jul
12
Posted on 12-07-2006
Filed Under (Beverages, PBG, Pepsi) by ryan

http://www.fool.com/news/mft/2006/mft06071208.htm

By Ryan Fuhrmann, CFA
07/12/2006

Most investors and consumers can effortlessly list off their favorite Pepsi(NYSE: PEP) products, which may include its well-known namesake soft drink, Mountain Dew, Lipton Ice Tea, or even Tropicana Orange Juice. But some may be less familiar with the company that bottles most of Pepsi’s tantalizing drink products: Pepsi Bottling Group(NYSE: PBG). Pepsi reports results on Thursday (check out Stephen Ellis’ Foolish Forecast), but Pepsi Bottling reported results today. So is the separate bottling company worthy of its own investment consideration?

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Jul
12
Posted on 12-07-2006
Filed Under (Entertainment, LGF, Lions Gate) by ryan

http://www.fool.com/news/mft/2006/mft06071213.htm

By Ryan Fuhrmann, CFA
07/12/2006

Wednesday, Lions Gate(NYSE: LGF) announced it is interested in keeping the hooded Kenny character alive in its own neighborhood, agreeing to acquire South Park‘s distributor, Debmar-Mercury LLC. The move should be a good fit because it combines two firms known for their entrepreneurial spirit and adds another potential growth platform.

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Jul
12
Posted on 12-07-2006
Filed Under (All-Star, FAST, Fastenal) by ryan

http://www.fool.com/news/mft/2006/mft06071212.htm

By Ryan Fuhrmann, CFA
07/12/2006

If you ever need the basic nuts and bolts for building materials, Fastenal(Nasdaq: FAST) probably has you covered. The company’s consistent growth should earn it a place on any Fool’s watch list. Today’s second-quarter earnings results continued its sterling record, but the stock took a bit of a hit from more short-term-focused investors.

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Jul
11
Posted on 11-07-2006
Filed Under (Telecom, Verizon, VZ) by ryan

http://www.fool.com/news/mft/2006/mft06071118.htm

By Ryan Fuhrmann, CFA
07/11/2006

It seems that another phone company has grown tired of consumers’ waning interest in letting their fingers do the walking. Verizon(NYSE: VZ) has been looking to offload its stodgy Yellow Pages business. On Friday, it took care of the necessary SEC registration to spin off its telephone directory and related Web business. Read the rest of this entry »

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Jul
11
Posted on 11-07-2006
Filed Under (LU, Lucent, Technology, Telecom) by ryan

http://www.fool.com/news/mft/2006/mft06071129.htm

By Ryan Fuhrmann, CFA
07/11/2006

It’s unfortunate that one of the most widely held stocks in the U.S. has proved to be such a frustrating investment. After “skyrocketing” to nearly $3.50 per share back in early October, Lucent‘s (NYSE: LU) stock has fallen about $1.25 per share, to a new 52-week low of $2.20.

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Jul
10
Posted on 10-07-2006
Filed Under (RadioShack, Retail, RSH) by ryan

http://www.fool.com/news/mft/2006/mft06071025.htm

By Ryan Fuhrmann, CFA
07/10/2006

Talk about an about-face in stock price. Struggling retailer RadioShack‘s (NYSE: RSH) shares jumped 23% Friday after it announced Julian Day as its new CEO. So who is this Day guy, and will he help bring investors happier days at RadioShack? Read the rest of this entry »

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