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.
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.
