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Trey Thoelcke

How the Holiday Season Will Affect Under Armour and Nike

Until late October, Under Armour was handily outperforming Nike. That changed when Under Armour's very high valuation and expectations finally got ahead of themselves and investors dumped the stock.

Trey Thoelcke · 11 years ago

Why Lululemon’s Downgrade May Be Premature

When Susan Anderson at FBR downgraded Lululemon Athletica with a 12-month target of $42 from $55, she probably didn’t expect the market to meet her half way at $47.80 the same day.

Trey Thoelcke · 11 years ago

Don’t Fear the Cord-Cutting Reaper

Cord-cutting began to look increasingly like traditional media's Grim Reaper, with his ominous sickle cutting away traditional customer bases in favor of online streaming services.

Trey Thoelcke · 11 years ago

Not Such a ‘Square Deal’

Square CEO Jack Dorsey probably won’t feel like celebrating the initial public offering of the mobile payments processor that he founded in 2009.

Trey Thoelcke · 11 years ago

Why Key Analyst Sees Value in This Media Giant

It has not been a particularly good year for some of the country’s biggest media firms, but twice in the past month Jefferies has picked CBS as a value stock to buy now.

Trey Thoelcke · 11 years ago

Does HP Dividend Leave Room for Buybacks?

Both HP and Hewlett Packard Enterprise declared dividends Thursday morning, the first since the former Hewlett-Packard split into two parts earlier this month.

Trey Thoelcke · 11 years ago

Will There Be a Thanksgiving Correction for Stocks?

The fact that stocks have not catapulted higher on the surprisingly strong nonfarm payrolls number on November 6 has some analysts worried about a Thanksgiving correction.

Trey Thoelcke · 11 years ago

Weight Watchers Struggles With Low Expectations

Weight Watchers recently reported better-than-expected earnings and gave bullish guidance. Beating Wall Street consensus forecasts, though, is far less impressive when not much is expected of a company.

Trey Thoelcke · 11 years ago

Will This Holiday Season Be Macy’s Big Turnaround?

Macy’s Inc. (NYSE: M) has been in total free fall since July, falling 36% from its 52-week highs. Much more important than its just-released earnings for signaling a turnaround will be its fourth-quarter earnings…

Trey Thoelcke · 11 years ago