Australia 2013/14 2nd estimate $156.5bn (vs. $152.49 bn first estimate)

UAA misses EBITDA, guides lower. Focus shifts to margin over sales growth. Buy or sell?

CAZ buys 1.9M OTF shares ($24.5M), despite its 34% YTD drop. OTF yields 12.53%.

FLEX beats EPS/revenue estimates on data center demand. Stock up 40% post-earnings, but watch cloud margins.

StoneX beats EPS estimates with 23.8% revenue growth; SNEX trades at $116.77, up from $106.39.

IBTA beats on revenue & EBITDA, but misses EPS. Guidance is strong. Stock dips post-earnings.

LBRT surges 117% but sports weak margins & FCF. At 105.9x P/E, it's a market darling, not a buy.

OMCL's 23% return is strong, but its 6.8% EPS decline & 0.5% ROIC raise red flags. Valuation at 23.2x P/E seems high.