Newsletters

Matter of Fact – 28th June 2015

June 28th 2015 Edition   1. US Housing – Positive trends continue 2. Data dive into US Vehicle body and trailer manufacturers   1. US Housing – Positive trends continue  QMG Data has been quite positive on the residential construction and overall housing space (think other construction, DIY retailers etc) for quite some time and the most recent data points coming out from… Read more →

Matter of Fact – w/c 8th June 2015

June 8th 2015 Edition   1. OPEC maintains oil output 2. Retail Sales figures remained muted but what lies beneath 3. More to jobs report than meets the eye   1. OPEC maintains oil output OPEC oil ministers decided to keep oil production at 30 million barrels per day during their meeting in Vienna. The last few months have seen… Read more →

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 →