U.S. Equal-Weighted Retail Is Bottoming -- Add Exposure
As part of the improving cyclical value theme, several of the down-and-out retail stocks are bottoming. This is depicted by bullish price and RS...
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U.S. Equity Strategy: One Step Forward, One Step Back
As the market churns in a one step forward, one step back fashion, we remain in wait-and-see mode as to whether recent improvements in cyclical...
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ActivistTalk:Land & Buildings/Hudson's Bay Co - The Conundrum In HBC Management's Go-Private Bid
When AlphaSituations initiated coverage of this activist situation in the wake of intervention from activist fund Land & Buildings (L&B) in...
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Grocery Outlet Holding Corp IPO: Deep Discount Store at a Not So Deep Discounted Price
Grocery Outlet Holding Corp (GO US)Â is an extreme value retailer, predominantly based out of the west coast of the US. As of March 2019, the...
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Gap Inc: Unlocking Value Through Old Navy Spin-Off and Restructuring of Speciality Stores
Earlier this year Gap Inc/The (GPS US) announced its plan to spin-off its underperforming brands. Under which the company intends to separate into...
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