Family Dollar’s Results Fall a Touch Short
June 28, 2012
Family Dollar’s third-quarter wasn’t awful, but we think shares are fairly valued.
Lennar Exceeds Expectations; Is the Housing Recovery Underway?
June 28, 2012
Homebuilder Lennar’s second-quarter results speak to a recovery in housing.
O’Reilly Automotive Tumbles Toward Our Fair Value Estimate
June 27, 2012
Shares of the auto-parts retailer dropped after the firm said June was a weak month and that softness would continue. We now think the shares are fairly valued following their steep drop. Our fair value estimate remains unchanged.
Strong Corn Sales Help Monsanto Beat Expectations
June 27, 2012
Strong sales in its corn and soybean segments propelled Monsanto ahead of expectations. We think the shares are fairly valued at current levels.
How We Avoided the Value Trap, Radio Shack
June 27, 2012
We take a look at the future prospects of Radio Shack and highlight how our Valuentum Buying Index helped investors avoid massive losses at the company.
H&R Block’s Fourth-Quarter Results Show Mature Business
June 26, 2012
H&R Block reported earnings that were slightly lower than expectations, but the company has retired 8% of its share float since the third quarter. We think the company is fairly valued, but could provide a nice return for income investors.
Dividend Growth Gem Emerson Electric Cuts Revenue Outlook
June 26, 2012
Dividend Growth portfolio holding Emerson lowered its revenue outlook as a result of foreign exchange fluctuations. We don’t think the adjustment is material to our estimate of the firm’s intrinsic value.
News Corp’s Possible Split Could Reward Shareholders
June 26, 2012
The publishing business seems to be on its way out, but News Corp owns several valuable cable and entertainment businesses that are not given much value by the market. We think breaking up the business could reward shareholders.
Facebook and Its Wide Range of Future Outcomes
June 26, 2012
Facebook could either be a 1) a dud, 2) pretty much what it is now, or 3) the new Internet. We dig into these scenarios and arrive at an expected fair value for each.
Anheuser-Busch InBev Looks to Acquire Grupo Modelo
June 25, 2012
The world’s largest beer company looks to acquire Grupo Modelo and add Corona to its stable of brands. We like Anheuser-Busch InBev’s potential deal.
