Nov
30
Posted on 30-11-2006

http://www.fool.com/news/mft/2006/mft06113008.htm

By Ryan Fuhrmann, CFA
11/30/2006

This company recently presented at Southwestern Showcase 2006, an annual event held in Dallas during November. Check here for a list of presenting firms; most also provided a recording of their presentations. I’ll be providing a recap of the events I was able to attend; be sure to check The Motley Fool’s daily headlines for updates.

The stocks of companies competing in the home-construction and home-improvement markets are struggling right now; many are trading near their 52-week lows. But are there any potential turnaround plays among these sagging stocks?

Read the rest of this entry »

(0) Comments    Read More   
Nov
30
Posted on 30-11-2006

http://www.fool.com/news/mft/2006/mft06113010.htm

By Ryan Fuhrmann, CFA
11/30/2006

This company recently presented at Southwestern Showcase 2006, an annual event held in Dallas during November. Check here for a list of presenting firms; most also provided a recording of their presentations. I’ll be providing a recap of the events I was able to attend. Be sure to check The Motley Fool’s daily headlines for updates.

Of the handful of home improvement-related companies that presented at Southwestern Showcase, Dallas-based Craftmade(Nasdaq: CRFT) was the smallest, but it has a number of interesting investment characteristics.

Read the rest of this entry »

(0) Comments    Read More   
Nov
30
Posted on 30-11-2006
Filed Under (Ballantyne, BTN, Media, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06113021.htm

By Ryan Fuhrmann, CFA
11/30/2006

This company recently presented at Southwestern Showcase 2006, an annual event held in Dallas during November. Check here for a list of presenting firms; most also provided a recording of their presentations. I’ll be providing a recap of the events I was able to attend; be sure to check The Motley Fool’s daily headlines for updates.

Ballantyne of Omaha(NYSE: BTN) has a market capitalization of only $62 million, but its industry dominance and solid annual cash flow-generation capabilities have been impressive enough to possibly turn the head of the Oracle of Omaha. However, Warren Buffett himself would be quick to point out that the future is highly unlikely to mirror past results.

Read the rest of this entry »

(0) Comments    Read More   

http://www.fool.com/news/mft/2006/mft06112904.htm

By Ryan Fuhrmann, CFA
11/29/2006

Eagle Materials recently presented at Southwestern Showcase 2006, an annual event held in Dallas during November. Check here for a list of presenting firms; most also provided a recording of their presentations. I’ll be providing a recap of the events I attended; be sure to check The Motley Fool’s daily headlines for updates.

Eagle Materials(NYSE: EXP), spun off from homebuilder Centex(NYSE: CTX) in January 2004, is one of approximately eight domestic manufacturers of gypsum wallboard. At the showcase, Eagle detailed that the top three producers include publicly traded USG(NYSE: USG), National Gypsum, and Koch Industries, which collectively control 65% of the market. Eagle competes among the next tier of players, and the wallboard division comprises nearly 60% of total company sales. Eagle also has a sizeable cement-producing operation that accounts for 25% of total sales. It competes with behemoth Cemex(NYSE: CX) and many regional players in the cement space.

Read the rest of this entry »

(0) Comments    Read More   
Nov
28
Posted on 28-11-2006
Filed Under (Jackson Hewitt, JTX, Uncategorized, Watch List) by ryan

http://www.fool.com/news/mft/2006/mft06112822.htm

By Ryan Fuhrmann, CFA

November 28, 2006
 

Tax-preparation firm Jackson Hewitt (NYSE: JTX) just closed out the slow part of its fiscal year. Come January, tax season will be in full swing once again. Regardless of its seasonal fluctuations, this is a stock to keep an eye on. Read the rest of this entry »

(0) Comments    Read More   
Nov
24
Posted on 24-11-2006
Filed Under (All-Star, NOK, Nokia, Uncategorized) by ryan

http://www.fool.com/news/commentary/2006/commentary06112416.htm

By Ryan Fuhrmann, CFA
11/24/2006

I added Finnish mobile phone manufacturer Nokia(NYSE: NOK) to my Motley Fool CAPS scorecard back at the end of September, and I must admit the pick isn’t doing so well, as it’s underperforming the S&P by more than 3% so far. Fortunately, my time frame is for Nokia to outperform over the next five years, so I’m not officially in the penalty box yet.

Read the rest of this entry »

(0) Comments    Read More   
Nov
24

http://www.fool.com/news/mft/2006/mft06112408.htm

By Ryan Fuhrmann, CFA
11/24/2006

After some initial skepticism on my part, footwear retailer Payless Shoesource‘s (NYSE: PSS) business transition appears to be jogging along rather briskly and successfully.

Read the rest of this entry »

(0) Comments    Read More   
Nov
21
Posted on 21-11-2006
Filed Under (JWN, Nordstrom, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06112109.htm

By Ryan Fuhrmann, CFA
11/21/2006

Judging by recent results at upscale department store retailer Nordstrom(NYSE: JWN), consumers are flocking to its stores and its growth prospects remain robust.

Read the rest of this entry »

(0) Comments    Read More   
Nov
21
Posted on 21-11-2006
Filed Under (All-Star, Healthcare, MDT, Medtronic, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06112119.htm

By Ryan Fuhrmann, CFA
11/21/2006

After starting 2006 trading near $60, shares of medical-equipment firm Medtronic(NYSE: MDT) had fallen to less than $43 during August’s overall market malaise. The stock is up more than 8% today to $53.07, after the market liked second-quarter results. Should Fools get ready for further gains?

Read the rest of this entry »

(0) Comments    Read More   
Nov
21
Posted on 21-11-2006
Filed Under (Gamestop, GME, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06112127.htm

By Ryan Fuhrmann, CFA
11/21/2006

Video game retailer Gamestop(NYSE: GME) is putting the finishing touches on its acquisition of EB Games and is expecting the new game software business to “explode” as Sony‘s (NYSE: SNE) PlayStation 3 (PS3) lands on the market.

Read the rest of this entry »

(0) Comments    Read More   
Nov
20
Posted on 20-11-2006
Filed Under (Homebuilding, LOW, Lowe's, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06112029.htm

By Ryan Fuhrmann, CFA
11/20/2006

Home improvement behemoth Lowe’s(NYSE: LOW) reported a solid third quarter, but results for the next 12-18 months may prove more difficult. Do investors have an opportunity to turn short-term pain into longer-term gain?

Read the rest of this entry »

(0) Comments    Read More   
Nov
17
Posted on 17-11-2006
Filed Under (BKE, Buckle, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111725.htm

By Ryan Fuhrmann, CFA
11/17/2006

Apparel, footwear, and accessory retailer the Buckle(NYSE: BKE) posted a rather unexciting quarter, but that’s not necessarily a bad thing in the fashion world. Read the rest of this entry »

(0) Comments    Read More   
Nov
17
Posted on 17-11-2006
Filed Under (Pantry, PTRY, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111738.htm

By Ryan Fuhrmann, CFA
11/17/2006

Convenience-store operator the Pantry(Nasdaq: PTRY) continues to fire on all cylinders, reporting strong 2006 results. The stock could continue its healthy run going forward, but a couple of items could also derail its prospects.

Read the rest of this entry »

(0) Comments    Read More   
Nov
16
Posted on 16-11-2006
Filed Under (All-Star, COST, Costco, Retail, Uncategorized) by ryan

http://www.fool.com/news/commentary/2006/commentary06111622.htm

By Ryan Fuhrmann, CFA
11/16/2006

In a reprise of a recently completed Electronic Arts Duel with fellow Fool Alyce Lomax, I’m going to contend that discount-warehouse retailer Costco(Nasdaq: COST) is a great company but not the best investment at current levels.

Read the rest of this entry »

(0) Comments    Read More   
Nov
16
Posted on 16-11-2006
Filed Under (All-Star, COST, Costco, Uncategorized) by ryan

http://www.fool.com/news/commentary/2006/commentary06111624.htm

By Ryan Fuhrmann, CFA
11/16/2006

In the Dueling Fools Bull opener, fellow Fool Alyce Lomax sums up well why Costco(Nasdaq: COST) has been such a powerhouse of a company and one of the better stock selections investors have made in recent years: “Costco seeks to build a good, solid, dependable business, with the idea that that is exactly what will reward shareholders over the long haul. And what more could long-term investors want?”

Read the rest of this entry »

(0) Comments    Read More   
Nov
14
Posted on 14-11-2006
Filed Under (AIG, All-Star, Insurance, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111411.htm

By Ryan Fuhrmann, CFA
11/14/2006

The tide may have finally turned for multiline insurance behemoth American International Group(NYSE: AIG).

Read the rest of this entry »

(0) Comments    Read More   
Nov
14
Posted on 14-11-2006

http://www.fool.com/news/mft/2006/mft06111437.htm

By Ryan Fuhrmann, CFA
11/14/2006

Sporting goods retailer Dick’s Sporting Goods(NYSE: DKS) just blew through its 52-week high after reporting solid earnings and upping guidance for the year. But how much more gas is left in its tank?

Read the rest of this entry »

(0) Comments    Read More   
Nov
13
Posted on 13-11-2006
Filed Under (BID, Sotheby's, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111303.htm

By Ryan Fuhrmann, CFA
11/13/2006

I’m always canvassing the market for investment ideas, and looking at leaders in a respective sector is a good place to start. In the market for auctioning high-end collectibles and fine art, Sotheby’s(NYSE: BID) and Christie’s collectively dominate the landscape. Christie’s can be quickly eliminated, as it is private, leaving minor players, including Escala(Nasdaq: ESCL), Collectors Universe(Nasdaq: CLCT), or Ritchie Bros. Auctioneers(NYSE: RBA). Unfortunately, none has the name recognition or compelling business models of the major auctioneers. That leaves Sotheby’s — but after some initial due diligence, I’m finding the company’s investment merits a bit abstract.

Read the rest of this entry »

(0) Comments    Read More   
Nov
13
Posted on 13-11-2006
Filed Under (Landry's, LNY, Restaurants, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111315.htm

By Ryan Fuhrmann, CFA
11/13/2006

No doubt about it, Landry’s(NYSE: LNY) is a company in transition.

Read the rest of this entry »

(0) Comments    Read More   
Nov
10
Posted on 10-11-2006
Filed Under (Kohl's, KSS, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06111037.htm

By Ryan Fuhrmann, CFA
11/10/2006

Specialty department store retailer Kohl’s(NYSE: KSS) may have just reported its best quarterly results ever, with sales up 16.6% and earnings up a whopping 51.1%. Impressive indeed, but I’m becoming concerned the company could quickly become a victim of its success.

Read the rest of this entry »

(0) Comments    Read More   
Nov
09
Posted on 09-11-2006
Filed Under (All-Star, Nike, NKE, Uncategorized) by ryan

http://www.fool.com/news/commentary/2006/commentary06110920.htm

By Ryan Fuhrmann, CFA
11/09/2006

Shares of athletic footwear and apparel behemoth Nike(NYSE: NKE) have jogged quietly but briskly from an Aug. 10 low of just less than $76 to a recent $92.47. That’s a three-month gain of nearly 22%, but the stock has further room to run. For reasons I’ll get into below, Nike still has what it takes to garner my vote for the best blue-chip stock of 2007. Read the rest of this entry »

(0) Comments    Read More   
Nov
09
Posted on 09-11-2006
Filed Under (JC Penney, JCP, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110942.htm

By Ryan Fuhrmann, CFA
11/09/2006

Chalk up another impressive quarter for one of the most enduring department store chains out there: J.C. Penney(NYSE: JCP).

Read the rest of this entry »

(0) Comments    Read More   
Nov
08
Posted on 08-11-2006
Filed Under (Food, UL, Uncategorized, Unilever, Watch List) by ryan

http://www.fool.com/news/mft/2006/mft06110802.htm

By Ryan Fuhrmann, CFA
11/08/2006

So far in 2006, going global has been a winning move for those investing in the food and beverage space. Europe’s Unilever(NYSE: UL) and Diageo(NYSE: DEO) — both Motley Fool Income Investor recommendations, by the way — have trounced the S&P 500 return year to date. Closer to home, only Kraft(NYSE: KFT) has come close to matching the international behemoths in this space, while uber-consumer product firm Procter & Gamble(NYSE: PG), with its reputation for steady, double-digit growth, has at least been able to match the market average so far this year.

Read the rest of this entry »

(0) Comments    Read More   
Nov
08
Posted on 08-11-2006
Filed Under (Avon, AVP, Uncategorized, Watch List) by ryan

http://www.fool.com/news/mft/2006/mft06110820.htm

By Ryan Fuhrmann, CFA
11/08/2006

Beauty-product manufacturer and seller Avon Products(NYSE: AVP) used to have a reputation as a steady grower and prodigious generator of cash. Unfortunately, smudges began to appear in late 2004, snowballing into a four-point turnaround announced in November 2005. How’s this faded beauty queen looking now?

Read the rest of this entry »

(0) Comments    Read More   
Nov
07
Posted on 07-11-2006
Filed Under (Food, Sara Lee, SLE, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110732.htm

By Ryan Fuhrmann, CFA
11/07/2006

Food and beverage firm Sara Lee(NYSE: SLE) just reported its first quarterly results since spinning off apparel-related Hanesbrands(NYSE: HBI) to shareholders. So how do things look for the newly independent firm?

Read the rest of this entry »

(0) Comments    Read More   
Nov
06
Posted on 06-11-2006
Filed Under (DECK, Deckers Outdoor, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110620.htm

By Ryan Fuhrmann, CFA
11/06/2006

Motley Fool Hidden Gems recommendation Deckers Outdoor(Nasdaq: DECK), designer and producer of the Teva, Simple, and UGG footwear brands, blew the socks off earnings expectations a couple of weeks ago.

Read the rest of this entry »

(0) Comments    Read More   
Nov
06
Posted on 06-11-2006
Filed Under (Retail, SHOO, Steve Madden, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110624.htm

By Ryan Fuhrmann, CFA
11/06/2006

Steve Madden(Nasdaq: SHOO) reported another impressive quarter last week, but does recently reduced guidance suggest the tide is turning for the footwear marketer and retailer?

Read the rest of this entry »

(0) Comments    Read More   
Nov
06
Posted on 06-11-2006
Filed Under (KCP, Kenneth Cole, Retail, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110631.htm

By Ryan Fuhrmann, CFA
11/06/2006

Kenneth Cole(NYSE: KCP) is a well-known marketer and retailer of footwear, apparel, and related accessories. Fools can count on the company and its products to stay current in the fashion world, and they’re also assured of a little extra income from its 3% dividend yield. However, expecting steady growth is apparently too much to ask.

Read the rest of this entry »

(0) Comments    Read More   
Nov
06
Posted on 06-11-2006
Filed Under (Retail, TBL, Timberland, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110647.htm

By Ryan Fuhrmann, CFA
11/06/2006

There weren’t many positives in footwear firm Timberland‘s (NYSE: TBL) third-quarter earnings results released a couple of weeks ago. Additionally, the stock hit a wall back in May after the market became fully aware that the company is facing an uphill battle to revive flagging sales. Does the stock represent a possible contrarian play?

Read the rest of this entry »

(0) Comments    Read More   
Nov
02

http://www.fool.com/news/mft/2006/mft06110226.htm

By Ryan Fuhrmann, CFA
11/02/2006

Judging by third-quarter results released yesterday, financial and business service firm Marsh & McLennan(NYSE: MMC) may finally be recovering from an insurance bid-rigging debacle that first rocked the company in October 2004.

Read the rest of this entry »

(0) Comments    Read More   
Nov
02
Posted on 02-11-2006
Filed Under (Food, Sysco, SYY, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110232.htm

By Ryan Fuhrmann, CFA
11/02/2006

Food distributor Sysco Systems(NYSE: SYY) reported first-quarter earnings yesterday, and while this stock is on a number of Foolish watch lists, at its current levels it may be best suited to stay on the bench.

Read the rest of this entry »

(0) Comments    Read More   
Nov
02
Posted on 02-11-2006
Filed Under (CVS, Healthcare, Retail, Uncategorized, Watch List) by ryan

http://www.fool.com/news/mft/2006/mft06110240.htm

By Ryan Fuhrmann, CFA
11/02/2006

Retail drugstore firm CVS(NYSE: CVS) has never been afraid to acquire competitors to supplement its internal growth prospects. While yesterday’s third-quarter results included what investors have come to expect — strong retail growth with a couple of modest acquisitions — they were hit over the head with an announced deal that few could have imagined.

Read the rest of this entry »

(0) Comments    Read More   
Nov
01
Posted on 01-11-2006
Filed Under (Retail, Skechers, SKX, Uncategorized) by ryan

http://www.fool.com/news/mft/2006/mft06110113.htm

By Ryan Fuhrmann, CFA
11/01/2006

Last Wednesday, shoe retailer and designer Skechers(NYSE: SKX) reported a strong quarter that came in ahead of analyst expectations. The market liked what it saw, but does the company represent a stock Fools can purchase and hold for the long term?

Read the rest of this entry »

(0) Comments    Read More   
Nov
01
Posted on 01-11-2006

http://www.fool.com/news/mft/2006/mft06110117.htm

By Ryan Fuhrmann, CFA
11/01/2006

Yesterday after market close, CEC Entertainment(NYSE: CEC), owner of the venerable child-friendly Chuck E. Cheese restaurants, reported preliminary third-quarter results. The market clearly liked the results, sending the shares up almost 10% so far today, and the stock could be in the market for even further runs.

Read the rest of this entry »

(0) Comments    Read More