Company Notes Digest 9.5.14

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Toll Brothers concedes that they’re disappointed by how housing has done this year “Looking back … Continued

Company Notes Digest 8.29.14

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Many retailers still sound cautious “We have a backdrop of a consumer environment that’s a … Continued

Company Notes Digest 8.22.14

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Home Depot was upbeat about the consumer “customers clearly feel better about investing in their … Continued

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