Marek Fuchs

Sell Hewlett Packard! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Fri, 31 Aug 2012 16:57 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns HP traders to avoid hunches. Plus, the weeks' performance revie

They Just Don't Get Nordstrom!

twocents@thestreet.com (Marek Fuchs) — Fri, 31 Aug 2012 16:55 GMT

Marek Fuchs, senior contributing analyst at TheStreet, breaks out his watch on Nordstrom.

The Real Deal With Nordstrom's Sales Numbers

twocents@thestreet.com (Marek Fuchs) — Fri, 31 Aug 2012 14:38 GMT

NEW YORK (TheStreet) -- Maybe it's just me. I'm a sucker for cut-rate anything. I walk around the mall with a well-honed sense of regularly scheduled sales. You can set your watch (almost) by Nordstrom's July anniversary sale.

The media, though, doesn't always have that watch.

Nordstrom, for example, reported same-store sales yesterday and MarketWatch ran the headline: "Fashionable kids save August."...

Click to view a price quote on JWN.

Click to research the Retail industry.

Volunteer Firemen Help Cash-strapped Cities

twocents@thestreet.com (Marek Fuchs and Debra Borchardt ) — Fri, 31 Aug 2012 10:00 GMT

Cities struggling for cash are turning to volunteers for help. Marek Fuchs sees the trend for volunteer firemen rising.

Long Live the New CEO!

twocents@thestreet.com (Marek Fuchs) — Thu, 30 Aug 2012 14:38 GMT

NEW YORK (TheStreet) -- The media reports nothing less effectively than a changing of the guard. When a new CEO marches in, they are either worshipful -- see Yahoo!, J.C. Penney and plenty more -- or merely deliver the bare bones facts, like what the new guy will get paid and how the stock reacted to the announcement.

Comically, we are often told the new CEO is going to spend months "listening to stakeholders." For a trader, such information is useless. Before all else, a trader needs to know: what's this Newjack's best -- and worst -- attribute?

Check out coverage of Barclays, the beleaguered bank, which just announced that they were filling their vacant corner office with Anthony Jenkins, their former head of retail banking. From Reuters to The New York Times, you get little more than resume fill-out on Jenkins, from his education background to that salary. ...

Click to view a price quote on YHOO.

Click to research the Internet industry.

They Just Don't Get Barclays!

twocents@thestreet.com (Marek Fuchs) — Thu, 30 Aug 2012 13:43 GMT

Marek Fuchs, senior contributing analyst at TheStreet, takes issue with Barclays changing-of-guard coverage.

Sell J.C. Penney! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Thu, 30 Aug 2012 13:08 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns J.C. Penney traders to wait on shops-within-shops.

Sell Dell! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Wed, 29 Aug 2012 16:53 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Dell traders to wait lower.

They Just Don't Get Apple!

twocents@thestreet.com (Marek Fuchs) — Wed, 29 Aug 2012 13:07 GMT

Marek Fuchs, senior contributing analyst at TheStreet, rebels against absolutism on Apple-Samsung.

Surprise! Apple-Samsung Fight Is Not Over

twocents@thestreet.com (Marek Fuchs) — Wed, 29 Aug 2012 13:03 GMT

NEW YORK (TheStreet) -- This is America, land of the free and home of the litigious, so the media should have known the Apple-Samsung fight wasn't totally over.

From sea to shining sea: where there is a lawyer, there is a way.

Round one, of course, of the Apple-Samsung brawl, culminated way, way back a few days ago, with judgment from the media immediate: Apple had won, Samsung had lost -- and Microsoft and Nokia also won. ...

Click to view a price quote on AAPL.

Click to research the Computer Hardware industry.

Tiffany's Future Foremost on Investors' Minds

twocents@thestreet.com (Marek Fuchs) — Tue, 28 Aug 2012 12:37 GMT

NEW YORK (TheStreet) -- Puzzling out why Tiffany stock leapt ever higher after its earnings report Monday is deceptively difficult, at least if you read the media.

The headline and first four paragraphs of one article pointed in one direction, while the headline and first three paragraphs of another article pointed in an entirely different direction.

Here was Bloomberg: "Tiffany Jumps After Store Sales Drop Less Than Estimated." ...

Click to view a price quote on TIF.

Click to research the Specialty Retail industry.

They Just Don't Get Tiffany!

twocents@thestreet.com (Marek Fuchs) — Tue, 28 Aug 2012 12:27 GMT

Marek Fuchs, senior contributing analyst at TheStreet, pegs a reason to Tiffany's move.

Sell Best Buy! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Tue, 28 Aug 2012 12:02 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Best Buy traders not to fall for book lookin'.

Sell The New York Times! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Mon, 27 Aug 2012 15:16 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns NY Times traders away from a well-worn path.

Is Apple Victory Really a Microsoft Win?

twocents@thestreet.com (Marek Fuchs) — Mon, 27 Aug 2012 12:12 GMT

NEW YORK (TheStreet) -- In the wake of the Apple-Samsung verdict, a conventional wisdom solidified almost immediately: Microsoft stood out as a winner.

The thinking -- so simple and easy it should give pause -- held that Windows smartphones -- unlike Google's Android products -- are different than the iPhone, so will succeed.

Forbes and many others went with the knee-jerk: "In The Apple vs. Samsung Decision, The Real Winner Is Microsoft's Windows Phone." ...

Click to view a price quote on AAPL.

Click to research the Computer Hardware industry.

They Just Don't Get Microsoft!

twocents@thestreet.com (Marek Fuchs) — Mon, 27 Aug 2012 12:01 GMT

Marek Fuchs, senior contributing analyst at TheStreet, refuses to declare Microsoft a winner.

Sell Sears! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Fri, 24 Aug 2012 16:53 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Sears traders to stand by reason. Plus, the weeks' performance review.

They Just Don't Get Amazon!

twocents@thestreet.com (Marek Fuchs) — Fri, 24 Aug 2012 14:05 GMT

Marek Fuchs, senior contributing analyst at TheStreet, aims fire at Amazon unveiling coverage.

Amazon Headlines Need Warning Label

twocents@thestreet.com (Marek Fuchs) — Fri, 24 Aug 2012 13:20 GMT

NEW YORK (TheStreet) -- The transitive property of . . . smartphones?

Just because Apple, Microsoft and Nokia are purportedly releasing smartphones after Labor Day weekend, does it automatically stand to reason that Amazon will too?

According to some in the media -- including Marketwatch -- the answer is "yes." But that answer relies upon the transitive property of smartphones, which we'll explain in a moment, and not on single sources (reliable or not) or any other shred of hard evidence. ...

Click to view a price quote on AMZN.

Click to research the Retail industry.

Sell Best Buy! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Thu, 23 Aug 2012 15:51 GMT

Marek Fuchs, senior contributing analyst at TheStreet, sides with bankers over emotion on Best Buy.

They Just Don't Get Hewlett Packard!

twocents@thestreet.com (Marek Fuchs) — Thu, 23 Aug 2012 14:18 GMT

Marek Fuchs, senior contributing analyst at TheStreet, chides the media for forcing HP comeback stories.

HP: Media Sees Empty Glass, Calls it Half Full

twocents@thestreet.com (Marek Fuchs) — Thu, 23 Aug 2012 13:23 GMT

NEW YORK (TheStreet) -- Against reason, better judgment and bald facts, several media outlets greeted Hewlett Packard's third-quarter earnings, reported Wednesday, by attempting to will a comeback into existence.

There was no evidence of it. We'll forgive them the $10 billion in write-offs, but the disappearance of HP's personal computer business, with sales down 10% thanks to competition from Apple, Dell and cut-rate competition, all for a shrinking PC pie, took a pipe wrench to HP's top line. The company cut numbers for the year.

Nothing could help. A re-revived tablet was trotted out as a hope. Believe it when you see it. Their service business, once thought to be a savior as HP promised to remake itself in the image of IBM, was down more than 3%. Printers, another last best hope, was also down. ...

Click to view a price quote on HP.

Click to research the Energy industry.

Sell Lowe's! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Wed, 22 Aug 2012 18:11 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Lowe's traders of creep back.

They Just Don't Get Best Buy!

twocents@thestreet.com (Marek Fuchs) — Wed, 22 Aug 2012 13:42 GMT

Marek Fuchs, senior contributing analyst at TheStreet, talks split personality and Best Buy.

Best Buy: Dead or Born Again?

twocents@thestreet.com (Marek Fuchs) — Wed, 22 Aug 2012 13:00 GMT

NEW YORK (TheStreet) -- Talk about a split. Best Buy reported second-quarter earnings Tuesday and the media was caught between declaring bankruptcy and opportunity at hand.

Perhaps that's why we have two hands.

On the one hand was Minyanville, asking in a headline: "Is Best Buy Heading for Bankruptcy?" ...

Click to view a price quote on BBY.

Click to research the Retail industry.

They Just Don't Get Lowe's!

twocents@thestreet.com (Marek Fuchs) — Tue, 21 Aug 2012 14:22 GMT

Marek Fuchs, senior contributing analyst at TheStreet, buys back no nonsense on Lowe's.

Lowe's Offers an IOU

twocents@thestreet.com (Marek Fuchs) — Tue, 21 Aug 2012 12:42 GMT

NEW YORK (TheStreet) -- In their considerable tumult, a sad counterpoint to Home Depot, Lowe's cut forecasts to ribbons, adding that guidance assumes additional $1.5 billion in share buybacks.

You got that? You should because it's pretty basic, even though too much of the media let it slip their minds.

Lowe's had a terrible second-quarter. Whatever should have been up was down and what should have been down was up. Worse still, they cut their full-year forecasts to $1.64 a share, from a range that stretched as high as $1.83. And? Their reduced performance goal is contingent upon achieving that certain level of buybacks. ...

Click to view a price quote on LOW.

Click to research the Retail industry.

Sell Bank of America! Against the Grain

twocents@thestreet.com (Marek Fuchs) — Mon, 20 Aug 2012 18:09 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Bank of America traders of getting good and giddy.

They Just Don't Get Best Buy!

twocents@thestreet.com (Marek Fuchs) — Mon, 20 Aug 2012 12:58 GMT

Marek Fuchs, senior contributing analyst at TheStreet, busts up Best Buy's tool of distraction.

Don't Let Best Buy Distract You

twocents@thestreet.com (Marek Fuchs) — Mon, 20 Aug 2012 12:53 GMT

NEW YORK (TheStreet) -- Once a company stops delivering, it tries to live by its wits.

For example, it times big announcements to when earnings are on deck. Many in the media will pay attention to the announcement, making it a tool of distraction for the earnings.

With this in mind, let's look at the two ways to cover the news that Best Buy plans to name Hubert Joly, the chief executive of hotel and restaurant company Carlson, as its next CEO. ...

Click to view a price quote on BBY.

Click to research the Retail industry.