Cisco’s Outlook Disappoints
May 9, 2012
Though we’re fans of Cisco’s valuation, we’d need the company’s fundamentals and technicals to turn the corner for us to get interested in the stock.
Electronic Arts’ Strong Fourth-Quarter Profits Overshadowed by Star Wars
May 8, 2012
Electronic Arts posted strong fourth-quarter profits but its outlook left investors a bit nervous. Still, we’re growing more constructive on the company’s valuation after its recent share-price pullback.
Dividend Growth Gem Intel Raises Payout for Third Time in Past 18 Months
May 7, 2012
Intel, one of the largest holdings in the portfolio of our Dividend Growth Newsletter, raised its payout 7%, to $0.90 on an annual basis. We expect even further dividend increases by the chip maker and view its shares as undervalued.
First Solar Posts Another Loss; We Still Don’t Like the Company
May 5, 2012
First Solar posted another disappointing loss. Though our intermediate-term outlook on the company is slightly better, we continue to expect further downside in the firm’s shares.
LinkedIn Posts Improved First-Quarter Results; Shares Remain Overvalued
May 4, 2012
LinkedIn issued improved first-quarter results but we find little justification for its astronomical valuation. We may increase our put-option exposure in the portfolio of our Best Ideas Newsletter.
Best Idea Visa Posts Another Terrific Quarter
May 3, 2012
Visa, one of the core holdings in the portfolio of our Best Ideas Newsletter, posted excellent fiscal second-quarter results. We’ll be looking to add to our position on any material pullback in the shares.
Dividend Growth Portfolio Holding Emerson’s Cash Flow Generation Remains Robust
May 2, 2012
Emerson Electric posted fiscal second-quarter results that showed weakness in Europe and China. However, we continue to be huge fans of the firm’s cash-flow generation and dividend profile.
Quick Take: Update on Collective Brands
May 2, 2012
Collective Brands no longer represents an attractive investment opportunity.
Republic Services Posts Weak First-Quarter Results
April 30, 2012
Trash-taker Republic Services posted terrible first-quarter results and lowered its full-year outlook across the board. We were not pleased with the performance of the garbage hauler and may look to reduce our position in our portfolios in coming days.
Ford Posts Record Pre-tax Earnings in North America But Europe Weighs on Overall Profitability
April 30, 2012
Best-idea Ford hit the ball out of the park with its North American performance, but weakness in Europe and Asia weighed on results. We’re sticking with our fair value estimate.
