Company Notes Digest 6.28.13

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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 KB Homes says that housing is still strong even with rising rates: “The positive factors … Continued

Company Notes Digest 6.14.13

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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. Macro Count Jamie Dimon as another believer in housing: “Housing has turned the corner…Supply and demand are in … Continued

Company Notes Digest 5.27.13

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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. US Macro A “sense of urgency” among home buyers. Unbelievable!: “1 year ago, we were somewhat reluctant to … Continued

Company Notes Digest 5.17.13

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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. Macro Nordstrom saw “normalization” in April: “there was a certainly a softness throughout the quarter. April was better, … Continued

Company Notes Digest 4.25.13

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Below is a digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. Macro US Economic Commentary: “Domestically, we’re fairly confident that the U.S. economy will be stable, if … Continued

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