Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: Large-cap retail stocks are outperforming the broader stock market this year, as falling unemployment means more Americans are willing to spend money. But investors seem to be ignoring a decline in earnings estimates, as management at several top companies have given conservative guidance.


Date: March 10, 2015


Questions for Discussions:

  • What is the basis for concern according to the report?
  • Do you agree with this assessment?

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