City of Hope Launches Stem Cell Therapy Clinic to Fight Incurable Disease in New Ways
Coach's fiscal first-quarter sales and earnings reflect an on-track brand relaunch; shares are still below fair value.
Amid global uncertainty, consumer cyclical companies with moats will fare the best, in our opinion.
Luggage maker Tumi travels toward moatworthy status in the luxury goods industry.
The brand's quality and price should resonate with global consumers, particularly in Europe.
It's the wrong time to buy into these firms.
Steady U.S. retail spending and rebounding European and Chinese sales offer decent end-market outlooks for consumer cyclical companies, but the larger retail spending environment remains uncertain around the world.
A possible bank default and soft industrial production figures have rekindled some nervousness about the European recovery.
The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.
Our managers are still finding attractive opportunities in a more richly valued market.