ISI

ISI is out with its report today on Gap (NYSE: GPS), maintaining Sell. In its report, ISI writes, "With the apparel industry entering a structurally inflationary environment driven by emerging market wage growth, we are worried about the sustainability of the market positioning of those brands...

ISI is out with its report today on Walmart (NYSE: WMT), maintaining Hold. In its report, ISI writes, "Walmart's Investor Day on 10/12 is an opportunity to highlight strategies to stabilize traffic & comps, as well as outline a 2012 capital allocation policy. Comps turned positive in July, and...

ISI is out with its report today on Best Buy (NYSE: BBY), maintaining Hold. In its report, ISI writes, "BBY is cheap, but for a reason. At $23, BBY's risk/reward appears balanced, as buyback (15%+ of mkt cap this year) and dividends (2.7% dividend yield) should provide support while management...

ISI is out with its report today on Lululemon (NASDAQ: LULU), raising its PT from $55 to $65. In its report, ISI writes, "Lululemon is one of the most exciting consumer growth stocks, and it remains a top pick given its tremendously profitable and long-tailed growth opportunities. Though the stock...

ISI is out with its report today on Goldman Sachs (NYSE: GS), downgrading GS to Hold from Buy. In its report, ISI writes, "We are downgrading GS to Hold from Buy. We recognize that 0.96x TBV is an inexpensive valuation for a downgrade, and we admit that we simply got this call wrong as we kept...

ISI is out with its report today on CMS Energy (NYSE: CMS), downgrading CMS to Hold. In its report, ISI writes, "CMS shares have risen 14.4% since 8/8/11 vs. 13.3% for the Regulated sub-group and 8.1% for the S&P 500. We now rate CMS Hold, Low Risk, retaining our 12-month target price of $19....

ISI is out with its report today on O'Reilly Automotive (NASDAQ: ORLY), upgrading ORLY to Hold. In its report, ISI writes, "Upgrading ORLY to Hold as auto parts retailers should prove increasingly defensive in a decelerating retail tape." At the time of posting, shares of ORLY were trading at $64...

ISI is out with its report today on Apple (NASDAQ: AAPL), maintaining Buy. In its report, ISI writes, "We remain positive on the stock and recommend buying on any weakness as we believe there could be 25-30% upside to next year's estimates with FY12 EPS ultimately ending up near $40 versus current...

According to ISI, Guess? (NYSE: GES) price target is lowered to $37. ISI said that despite another strong quarter with sales +17% and EPS +16%, it looks like the valuation of Guess shares could remain subdued. “We are lowering our 2011 EPS estimate to $3.25 from $3.34, our 2012 estimate to $3.70...

ISI is out with its report today on Gap (NYSE: GPS), maintaining Sell. In its report, ISI writes, "While GPS's valuation looks quite attractive on peak earnings and cash flow, we think the stock needs two things to start to work: 1) positive comps and 2) steady margins. We think both remain...

ISI is out with its report today on Sears Holdings (NASDAQ: SHLD), maintaining Sell. In its report, ISI writes, "SHLD seems to be at a more critical spot than in 2009. Working capital management will be the key thing to watch in 2H; SHLD needs to reduce inventory and extend payables or sell assets...

ISI is out with its report today on Urban Outfitters (NASDAQ: URBN), maintaining Hold. In its report, ISI writes, "While so many people want to believe that URBN's turnaround is firmly on track, there weren't any definitive signs from last night's call that the company is poised to return to its...

ISI is out with its report today on Lowe's Companies (NYSE: LOW), maintaining Hold. In its report, ISI writes, "The bad news is that comps and gross margin came in weaker than expected and full year guidance was lowered; the good news is that LOW began to shutter underperforming stores and...

ISI is out with its report today on Southern Company (NYSE: SO), upgrading SO to Hold from Sell. In its report, ISI writes, "We now rate SO Hold, Low Risk, with a $38 12-month target price. SO is more fully priced than other stocks in our Regulated sub-group, but nonetheless we see minimal...

ISI is out with its report today on Williams-Sonoma (NYSE: WSM), upgrading WSM to Buy from Hold. In its report, ISI writes, "We are upgrading WSM from a Hold to a Buy as we believe the recent market disruption has created an attractive entry point. Our primary concern on the shares was the premium...