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Collective Brands no longer represents an attractive investment opportunity.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.
Decker’s Disappoints; We’re Keeping an Eye on the Shares
April 30, 2012
Ugg boots-maker Decker’s disappointed investors in a big way last week. Though we don’t plan on scooping up the shares anytime soon, we’re growing more constructive on the firm’s valuation.
Amazon’s Investments Drive Sales Growth
April 28, 2012
E-commerce stalwart Amazon reported first-quarter sales and earnings that blew past consensus estimates. However, we remain on the sidelines based on valuation (the first and most important component of our Valuentum Buying Index).
Bloomberg Reports Collective Brands Likely to Be Bought Between $20 and $22 Per Share
April 27, 2012
“(Collective Brands) expected to receive bids that valued it at $20 to $22, people with knowledge of the matter said last month. That range was higher than the company anticipated in August, when it disclosed a review of plans to increase shareholder value, said the people.” Read the full Bloomberg news release >> The cost basis for our position in Collective Brands is just over $15 per share. << About Our Best Ideas Newsletter
