The tone of the market has certainly changed over the past week. The broad market red flags we waved last month are now morphing into stock specific problems. Earnings season has started on a very sour note. We are losing industry after industry as companies post disappointing results and stocks are being taken out one by […]

Costco (COST) has become not only the dominant big box discount store but also a touchstone of American consumerism. So it may seem odd that its next great expansion opportunity is taking place in China but that is exactly what is quietly occurring. In October Costco announced it would be entering the Chinese market for […]