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Brian Nelson

McDonald’s Boosts Dividend 10%

September 21, 2012 by Brian Nelson

As our dividend report predicted, McDonald’s raised its dividend 10% this quarter. We love the company, but we think shares are fairly valued.

Categories Member Articles Tags MCD

International Growth Propels General Mills

September 20, 2012 by Brian Nelson

Acquisitions helped boost General Mills’ results, but we think the stock is fairly valued.

Categories Member Articles Tags GIS, PEP

Adobe Releases Disappointing Guidance

September 20, 2012 by Brian Nelson

Adobe’s results came in as expected, but its guidance was underwhelming.

Categories Member Articles Tags ADBE

AAR Reports Fantastic First Quarter Results

September 20, 2012 by Brian Nelson

Aerospace supplier AAR reported fantastic first-quarter results. Shares continue to converge to our fair value estimate.

Categories Member Articles Tags AIR

Bed Bath & Beyond Reports a Mixed Quarter But Shares are Fairly Valued

September 20, 2012 by Brian Nelson

Bed Bath & Beyond reported a mixed second quarter, but we think the company is fairly valued.

Categories Member Articles Tags BBBY

Will Sprint’s Good Fortunes Continue?

September 19, 2012 by Brian Nelson

Shares of the phone carrier have rallied on comments from its CEO. Still, we don’t like Sprint’s shares much at current levels.

Categories Member Articles Tags LEAP, PCS, S, T, USM, VZ

Cracker Barrel Reports Decent Quarter; Biglari Situation Remains Unsettled

September 19, 2012 by Brian Nelson

Cracker Barrel’s fourth quarter earnings were fine, but we think its operating margin guidance will be tough to meet.

Categories Member Articles Tags BH, CBRL

AutoZone Beats Estimates; Continues to Return Cash to Shareholders

September 19, 2012 by Brian Nelson

AutoZone reports strong fourth quarter results, but we think shares remain fairly valued.

Categories Member Articles Tags AZO

Amid CFO Resignation and Intel’s Guidance…We’d Stay Away From AMD

September 19, 2012 by Brian Nelson

AMD’s stock looks cheap at current levels, but with a declining PC market and no mobile presence, we don’t like the company at this time.

Categories Member Articles Tags AMD, ARMH, INTC, TXN

Microsoft Hikes Dividend, Signs Deal with RIM and More

September 19, 2012 by Brian Nelson

Microsoft was in the headlines quite a bit Monday and Tuesday. Let’s take a look at the recent newsflow of the dividend growth gem.

Categories Member Articles Tags CBS, GOOG, MRK, MSFT, RIMM
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