Adobe Posts Strong Second-Quarter Results, But Its Third-Quarter Outlook Is Weaker than Expected
June 21, 2012
Software giant Adobe’s second-quarter results were satisfactory, but its outlook disappointed investors. We dig into the firm’s results.
Walgreen’s Investment in Alliance Boots is Baffling
June 21, 2012
Walgreen’s investment and possible purchase of Alliance Boots is somewhat baffling to us. We dig into why.
Procter & Gamble Cuts Outlook, Still a Dividend Growth Play
June 20, 2012
Procter & Gamble cut its fourth-quarter outlook due to weak growth in developed markets and foreign exchange fluctuations. We still like the firm’s dividend growth potential.
Nabors Could Be Worth Double
June 20, 2012
We take a look at one of the largest drilling contractors, Nabors, and why we think shares could be worth double its current market value.
FedEx’s Fourth-Quarter Results Improve, Higher Prices and Cost Cuts on the Way
June 20, 2012
Global shipper FedEx reported strong fiscal year 2012 fourth-quarter results. Management also gave optimistic guidance for the domestic and global economy, calling for continued expansion. Still, we think the shares are fairly valued at current levels.
Oracle’s FY 2012 Fourth-Quarter Results Were Strong, Shares Look Undervalued
June 19, 2012
Business software giant Oracle reported strong fourth-quarter earnings on Monday afternoon. We think the firm’s shares are undervalued, but we see more upside in other names.
Microsoft’s ‘Surface’ is No Apple Killer, But It Will Hurt Computer OEMs
June 19, 2012
Tech-giant Microsoft announced its Windows 8 tablet, “The Surface.” We don’t expect it to kill the iPad, but we think it’s positive for Microsoft and a negative for Google and computer OEMs.
After Collecting Millions, JC Penney President Michael Francis Resigns
June 19, 2012
Former Target Chief Marketing Officer Michael Francis resigned from his position as President at JC Penney on Monday. Francis had only been with the company since September 2011.
AK Steel’s Vague Outlook Underscores Why We Demand a Large Margin of Safety on the Firm’s Shares
June 19, 2012
The Ohio-based steel-maker raised concerns by not giving a full-year 2012 outlook. We think the company’s shares are trading below its fair value, but we’re not ready to pull the trigger.
DSW’s Second Quarter Might Not Be Great But Full-Year Outlook Remains
June 18, 2012
Following recent trends from companies such as the Men’s Wearhouse, DSW’s second-quarter outlook points to more clearance and off-priced sales than originally thought.
