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Matter of Fact – w/c 1st June 2015

1.More on AutoZone’s FQ3 2.Signet misses by $0.01, misses on revenue 3. Michael Kors and Tiffany & Co results   CONSUMER DISCRETIONARY      More on AutoZone’s FQ3 Source – Seeking Alpha Company: AutoZone (AZO US) QMG product view: Auto Parts Retailers – US50.3 Event: 3Q FY15 Earnings – 26th  May 2015 Highlights: AutoZone (NYSE:AZO) reports same-store sales rose 2.3% in… Read more →

Matter of Fact – w/c 25th May 2015

1.Advance Auto Parts – misses EPS and Revenue forecast – still gains 2.Thomas Cook Group – Encouraging results 3.Cavco – Q415 Results 4.Nikon – impairment loss hampers positive view 5.Dairy Crest Group – under pressure 6.Marshalls says Jan-Apr revenue up 7.Topps Tiles – encouraging results   CONSUMER DISCRETIONARY  Advance Auto Parts – misses EPS and Revenue forecast – still gains… Read more →

Topps Tiles – Positive 1H 15 results

Company: Topps Tiles (TPT LN) QMG product view: POSITIVE (UK26.3 – Producers of ceramic tiles) Event: 1H 15 Results – 19/05/15 Highlights: o    1H Revenue: £104m (+6.4%) o    Adjusted profit before tax: £9.1 million (+13.8%) o    Like-for-like sales growth: +5.3% QMGI comment: An encouraging set of results from Topps Tiles (+10.4%), with the company reporting pre-tax profit growth of +13.8% and 1H… Read more →

Matter of Fact – w/c 18th May 2015

1. Kingfisher PLC share price down on back of negative UK Retail Sales 2. C&C writes down value of US arm by €150m 3. REGAL BELOIT (RBS US) – BEATS Q1 EXPECTATIONS, QMG DATA REMAINS POSITIVE 4. KUBOTA Q4 EARNINGS – IN LINE WITH QMG DATA 5. Verizon Agrees to Buy AOL for $4.4 Billion 6. Syngenta rejects blockbuster Monsanto offer 7. Eagle Materials Inc. Reports Record… Read more →