The Future Looks Even More Dire at Hewlett Packard
HP provided weak guidance amid its plans to restructure. Shares are cheap, but we have no reason to believe they won’t get cheaper.
Brian Nelson
Monsanto Reports Weak Fourth Quarter Results
Monsanto reported weak results, but shares remain fairly valued.
Dividend Growth Portfolio Holding Phillips 66 Boosts Dividend
Refiner and retailer Phillips 66 raised its dividend 25%. We think shares are fairly valued, but we like its dividend growth potential.
MetroPCS to Merge with T-Mobile; Will It Hurt Other Carriers?
Though we don’t think it will hurt the Big 3, we think Leap and US Cellular could face overbearing competition.
September Auto Sales Roundup
The SAAR increased by nearly one half of one million units month-over-month. Let’s dig into the results.
Earnings Fall at Mosaic
Weak demand from India and China put pressure on Mosaic’s profitability. We think shares are fairly valued.
3M’s Acquisition of Ceradyne Is Somewhat Puzzling
3M’s acquisition of Ceradyne is a bit unusual, in our view. Let’s examine the impact.
TRW’s Share Buyback Is a Great Idea
TRW Automotive finally gives clarity on how it will return cash to shareholders, and we love the idea.
Gordmans Cuts Outlook; Will the Sector Follow?
Gordmans Stores slashed its outlook, and we wouldn’t be surprised to see other dollar stores follow suit. We examine the outlook.
Linn Energy Raises Guidance; We Like Its Distribution
Linn Energy raised its earnings outlook and coverage ratio for 2012. We like its distribution, but shares are fairly valued.