30 Nov
Lululemon reported earnings for their third quarter yesterday and blew out analysts expectations. While other retailers have been blaming poor performance on weather conditions, this company is proving that proper execution of a growth strategy is much more effective than relying on weather patterns for store traffic. For a background on LULU and […]
Posted in Long idea by: Zachary Scheidt
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28 Nov
While November has likely been the most difficult month to trade this year, American Public Education (APEI) has spent the month doubling from its IPO price. The company offers online postsecondary education directed towards the needs of military and public service communities. While 80% of its students either serve in the military or […]
Posted in Long idea by: Zachary Scheidt
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27 Nov
Perfect World (PWRD) reported a blowout third quarter earlier in the month. While analysts had expected revenue of $22.8m and earnings of $0.15, the company came in with $28.5m in revenue and earnings of $0.29 (nearly double the consensus estimates). Supplemental information was encouraging with average quarterly spend per user rising to $18.20 […]
Posted in Long idea by: Zachary Scheidt
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26 Nov
Black Friday has come and gone and those who slept in not only missed the $400 big screen TV’s, they also missed a 181 point rally in the Dow. While Friday’s post Thanksgiving day rally was impressive, the action does little to repair the damage that has been mounting since the first of November. […]
Posted in Short Idea by: Zachary Scheidt
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