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.
Digging Into May Retail Sales: Were They Actually Bad?
June 13, 2012
May retail sales were down 0.2% from April, but up 5% from May 2011. We think investors should remain focused on the big picture.
Juniper Announces $1 Billion Buyback But the Company Remains Pressured
June 13, 2012
The network infrastructure maker will buy back $1 billion in shares, but the company remains under pressure due to competition from Cisco and a challenging economic environment.
Agrium’s Results to Be at High End of Guidance Range
June 12, 2012
Agricultural giant Agrium cited strong grain prices and tight supply as drivers for its strong first-half 2012 performance. We’re reiterating our fair value estimate on the company.
