Posted on 12/16/19
Ascena Retail Group: Rising From The Ashes
Summary Ascena Retail Group reported solid Q1 2020 earnings results due to effective cost-cutting measures and stabilizing operational performance. The company has managed to avert a . . .
Posted on 12/16/19
Ascena Retail Group: Rising From The Ashes
SummaryAscena Retail Group reported solid Q1 2020 earnings results due to effective cost-cutting measures and stabilizing operational performance.The company has managed to avert a liquidity crisis . . .
Posted on 12/16/19
Altria Group: A Smoking Buy, Part II
We first wrote about Altria Group (MO) in late October, arguing that market fears about a regulatory crackdown on e-cigarettes and declining cigarette consumption were overblown. . . .
Posted on 10/25/19
Altria Group: A Smoking Buy
SummaryShares of Altria Group have declined due to fears about the company's investment in JUUL, declines in sales volumes of cigarettes, and an increased debt load.Market . . .
Posted on 7/22/19
Curaleaf's Acquisition: A Double-Edged Sword
SummaryThe Grassroots acquisition is accretive and opens up new outlets for Curaleaf.While we like the deal, we're now more cautious about regulatory intervention.This could add volatility . . .
Philadelphia
