Superior Industries Posts Strong Unit Growth
August 8, 2012
The aluminum wheel maker continues to grow sales thanks to the US auto recovery. We think shares represent an attractive income play on the auto sector.
Astronics Reports Strong Backlog Growth
August 7, 2012
Best Idea Astronics reported second quarter results that showed strong backlog growth. We continue to believe shares are undervalued at current levels.
Profits at Dividend Growth Gem Emerson Soar
August 7, 2012
Dividend growth gem Emerson reported solid third quarter results and forecasted strong free cash flow generation. We continue to like the firm as a holding in our Dividend Growth portfolio.
GM: Solid in North America, But Europe Weighs on Profits
August 7, 2012
US automaker General Motors reported second quarter results that were harmed by problems in Europe. Shares are cheap, but we prefer Ford.
Cognizant’s Second Quarter Underscores Solid Tech Spending
August 6, 2012
Technology consulting firm Cognizant posted strong second quarter results, but we think shares are fairly valued at this time.
Best Buy Surges on Takeover Bid
August 6, 2012
Electronics retailer Best Buy is surging on a buyout offer from founder Richard Shulze. Though we think the shares have valuation upside, hoping for a buyout is still a risky proposition, in our view.
Berkshire Hathaway Posts Strong Operating Earnings Growth
August 6, 2012
Warren Buffett’s legendary company posted a strong second quarter. We expect Buffett to continue his outperformance.
OpenTable Posts a Strong Second Quarter
August 5, 2012
Online reservation booking company OpenTable reported a strong second quarter, but we don’t think the firm is immune from competition. We’re not fans of its valuation.
Synaptics Surges on iPhone Rumors
August 3, 2012
Synaptics surged on rumors that some of its technology will be included in the iPhone 5. We like the shares at current levels and are strongly considering them for addition to our Best Ideas portfolio.
LinkedIn’s Results Suggest It’s the New Job Hotspot
August 3, 2012
LinkedIn’s second quarter results highlight the popularity of the hiring website, but we think the valuation is simply too high.