Company Notes Digest 8.8.14

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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 CVS says that they haven’t seen much change in the consumer’s cautious behavior “I don’t … Continued

Company Notes Digest 8.1.14

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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 UPS confirms what we all know already, the economy rebounded last quarter “During the quarter, … Continued

Company Notes Digest 7.25.14

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These are some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Construction. Is. Back. “for construction, North America has been an area of strength and you might … Continued

Company Notes Digest 7.18.14

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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 There are signs everywhere of an improving economy “As we have strong positions, leadership positions … Continued

Company Notes Digest 6.27.14

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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 Inflation was a hot topic this week “we’ve seen a…shift from historical patterns of deflation … Continued

Company Notes Digest 6.20.14

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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 Yellen sounds pretty bullish on the global economy here: “We have a highly accommodative monetary … Continued

Company Notes Digest 6.13.14

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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 Wells Fargo’s CFO hints that growth isn’t living up to expectations “I think people really … Continued

Company Notes Digest 5.30.14

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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 Considering it’s June and we’re still talking about weather, I’m thinking DSW may have a … Continued

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