Exclusive Analysis for the Discerning Investor
Brian Nelson Texas Instruments’ second-quarter results were mixed, and guidance was relatively weak. We aren’t crazy about the company at current levels, but its valuation is becoming more compelling after recent price declines.
AT&T’s higher margins in its wireless business are driving stronger profitability. Yet, we think shares are fairly valued at current levels.
McDonald’s reported lower than expected second quarter results. Though we’re keeping an eye on the firm as a dividend-growth idea, we’re on the sidelines for now.
Industrial conglomerate GE reported solid second-quarter results. Its backlog grew to $204 billion, but we think shares are fairly valued.
Hasbro faced a number of challenges in its second quarter, but earnings still exceeded expectations. We continue to like this dividend-growth gem.
We discuss a few improvements to Valuentum’s website that members should expect in coming days.
Valuentum Securities has chosen TradingView, the leading provider of real-time customizable charts, to provide the coding to power chart functionality on Valuentum’s website. With Valuentum’s 16-page stock reports and TradingView’s chart functionality, members now have access to the most extensive valuation analysis and the most robust, real-time charting features on the web today.
We’ve long thought shares of Chipotle were absurdly overvalued, and slowing growth in the second quarter has sent shares tumbling.
Surgical device maker Intuitive Surgical reported another strong quarter on Thursday.
Search giant Google (click ticker for report: GOOG) reported another fantastic quarter Thursday afternoon. The firm exceeded expectations, earning $10.12 per share for its second quarter (up 16% year-over-year and $0.08 greater than the consensus estimate). Comparable revenue grew 21% for the second quarter to $10.9 billion, in-line with estimates. When Motorola Mobility is thrown into the mix, revenues grew 35% to $12.2 billion. Given the firm’s robust cash generating ability, we think shares are undervalued at current levels. Though many boil Google down to the Android operating system, the firm remains the heavily-entrenched global leader in search and online advertising. In fact, paid clicks increased 42% year-over-year due to the impact of mobile advertising, but average cost-per-click fell 16% … Read more