Is Intuit a Value Investment?

Intuit is not a value investment even though it meets some value criteria. Instead, Intuit is an overvalued stock that his headed for a collapse in price in the near future.

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Are Home Improvement Stores a Bubble?

Is improvement really a growth industry or is it a bubble? After all The Home Depot had 2,274 stores in February 2016, and Lowes and its subsidiaries were operating 2,365 locations in 2015. That adds up to 4,639 stores which raises the obvious question: how many stores can the market support.

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Is Bed Bath & Beyond Defying the Retail Odds?

The thing that stands out most about Bed, Bath & Beyond are its’ revenues. They’ve actually been increasing in a very difficult retail environment. BBBY reported revenues of $12.1 billion in February 2016 that grew to $12.22 billion in February 2017. That’s an accomplishment in a market where similar brands like JC Penny (NYSE: JCP) and Target (NYSE: TGT) are struggling with falling revenues.

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8,640 stores may close in 2017

Buss based his estimate on the number of store closings reported so far in 2017; 2,880, Bloomberg reported. If Buss’s prediction comes true the number of store closings in 2017 will exceed the record number in 2008, the year of the Great Economic Meltdown.

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This Retailer is worse than Sears

Every store with the name Sears on it might be history in the very near future. One of the legends of American retail is about to die. One has to wonder if anything named Sears can make money in today’s world.

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Is Dollar General’s Growth Sustainable?

My advice is to sell Dollar General now, because its business model is not sustainable. This dollar store operator is headed up for a crackup and an implosion.

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Costco Defies the Odds

Costco has one thing in common with Amazon, it is a very cash rich company. On February 28, 2017 it reported $4.976 billion in cash from operations, $2.384 billion in in net income and $5.965 billion in cash and short-term investments. This was in spite of a free cash flow of -$23 million and a profit margin of 1.73%.

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Netflix vs. Disney vs. Google what is the Future of Entertainment?

Both entertainment models work but they each have serious drawbacks. Netflix has not figured out how to make its model pay; while Disney is unable to protect its market share. The data suggests that a combination of new and old models would work best.

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Will the Retail Apocalypse Kill Department Stores?

The retail apocalypse is about to get far worse and the great American institution known as department stores might soon be history. Take your children to the mall and the department stores now so they can say they saw one. You might not have a chance to show them those palaces of retail in just a few years.

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Yelp is Not Making Money

Yelp (NYSE: YELP) is one of the worst and most overvalued stocks around these days. The business review service was trading at $33.71 a share on March 3, 2017, yet it was not making any money.

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