March 26, 2012—There have been so many changes at Collective Brands, Inc. (PSS) in the past year that those who are left must feel like they've been on one doozy of a roller coaster ride. Be that as it may, the ride has ...

March 19, 2012—Sometimes you can get eyestrain trying to find the silver lining in a cloudy situation. We're talking about Sears Holdings Corporation (SHLD) again, which has been in the headlines a lot lately. Besides Theo's post last Thursday ...

March 15, 2012—The saga of Sears Holdings (SHLD) in its many incarnations over the years is a dramatic one, not least for investors, and we seem to once again be in one of those nail-biting chapters full of comings, goings and at least mild ...

March 14, 2012—Normally, we tend to stick pretty close to what's being disclosed in the filings. But we felt that too many people were talking -- really, buzzing -- about the op-ed piece that Goldman Sachs (GS) trader Greg Smith wrote for the ...

March 9, 2012—First, let us stress that we have seen no indications that James A. Skinner, vice-chairman and chief executive of McDonald's (MCD), plans to step down any time soon. In fact, quite the contrary, judging from the hagiography that Fortune recently ...

March 8, 2012—Some days it's impossible not to answer a question with another question. In yesterday's post about perks, Theo asked "whether corporate boards are overseeing major publicly traded companies or a house full of teenagers." That led to today's question, which ...

March 6, 2012—Fortune Brands Home Security, Inc. (FBHS) - maker of such brands as Moen, Master Lock and more - got off to a bit of a rocky start when it was spun-off last October from Fortune Brands, which is now ...

March 2, 2012—One of the things that we love to look for as we're reading as many filings as we do are common themes or memes, which as Wikipedia notes are regarded as "cultural analogues to genes in that they self-replicate, mutate and ...

March 1, 2012—Whew. Unless you're intimately involved in writing or reading corporate disclosures, you may not realize it, but a marathon of sorts just wrapped up. Yesterday marked the deadline for big companies operating on a calendar year to file their annual reports ...

February 16, 2012—DirecTV (DTV) recently came out with a line of moderately edgy ads that drew a definitive connection between wearing an eyepatch on a city bus and getting beaten up (or something -- we're not quite sure). We'd love to see ...