Chevron, ConocoPhillips, and Royal Dutch Shell are Better Dividend Growth Investments than Exxon
June 17, 2012
We dig into why we think Exxon isn’t the best dividend-growth investment in the major oil space.
Stabilization in 3M’s Graphics Business Bodes Well for the US Economy
June 16, 2012
Diversified industrial conglomerate 3M thinks a portion of its commercial graphics business is a leading economic indicator and that it is not signaling a domestic slowdown. We like 3M, but think its shares are fairly valued at current levels.
AAR’s 2013 Outlook Disappoints on Defense-Related Restructuring
June 16, 2012
AAR, a leading maintenance and leasing company of aircraft, announced a weaker-than-expected 2013 outlook due to defense-related items. We still believe the shares are undervalued, but like a few of its commercial peers better.
Apple’s Consumer Dominance Is Obscuring the Value of Dell
June 15, 2012
Dell, once a retail computer giant, is moving to software and enterprise solutions. We think shares of Dell are undervalued.
Video Game Sales Continue to Plummet, GameStop Down Big
June 15, 2012
Shares of video game retailer GameStop have been hit big while sales slump. We think game sales will eventually return, but long-term shifts in video game consumption might permanently impair the company.
The June Edition of Our Best Ideas Newsletter! The US Remains Resilient; Outperformance Continues
June 15, 2012
The June edition of our Best Ideas Newsletter is now available!
Higher Feed Costs Weigh on Smithfield’s Results; Implications on Restaurants
June 14, 2012
The meat giant reported solid performance for fiscal 2012, but results remain under pressure due to high feed costs. We also walk through which restaurants may be heavily impacted by higher feed costs.
Jamie Dimon Testifies; We Aren’t Crazy about a Concentrated Position in Any One Bank
June 14, 2012
We recently released our reports on a number of US financial institutions. While a few register a 9 on our Valuentum Buying Index, we prefer more diversified financials exposure in the portfolio of our Best Ideas Newsletter.
Under Armour Remains Overvalued
June 14, 2012
We dig into why we think the market is overly optimistic about Under Armour, but there are plenty of reasons why we’re not re-establishing a put position on the athletic apparel company at this time.
Johnson and Johnson’s Deal for Synthes Closes; Healthcare Spending Will Grow
June 13, 2012
We take a look at some recent developments in the healthcare industry.
