RIM Beats Estimates
RIM slows its cash burn and essentially breaks even on a cash flow basis. The results are certainly a positive, but we aren’t fans of the company.
Brian Nelson
Valero Exiting the Retail Business
Valero looks to exit its retail business.
Discover’s Strong Results Underscore Strength in the Payments Industry
Discover reported strong third-quarter results in spite of higher legal expenses.
BlackBerry 10 and 2 Million New Subscribers
During the past several months, Blackberry 10 has been delayed several times, and it may eventually fail. But let’s dig into the beleaguered company.
Google: The Latest Example of the Power of the Valuentum Buying Index
We discuss the power of a rare 10 on our Valuentum Buying Index.
Private Equity Offers Nearly $13 for 7 Days Group
Chinese hotel chain 7 Days Group may be acquired for a price roughly equal to our fair value estimate.
Is It Time to Bet on Radio Shack?
Let’s take a look at recent developments at the company.
Carnival’s Results Were Decent But Shares Are Expensive
Carnival reported better than expected results as cruise demand continues to recover. We think shares are expensive.
Dividend Stalwart Emerson Electric Sees the Global Economy Slowing
Emerson Electric saw orders fall over the summer months as economic growth remains weak. Shares aren’t cheap, but we like the firm’s dividend growth prospects.
Amid Economic Uncertainty, Caterpillar Lowers Forecast…for 2015
Caterpillar is lowering its 2015 forecast amid global economic uncertainty, but we think shares look attractive at current levels.