Exclusive Analysis for the Discerning Investor
Brian Nelson Microsoft reported solid results for its fourth quarter Thursday, but the real stories will take place in the second half of 2012. We think shares are undervalued. The firm has been a big winner in the portfolio of our Dividend Growth Newsletter.
Union Pacific’s second quarter results reinforce strength in pockets of the US economy. We think shares are fairly valued.
Yum! Brands reported solid second-quarter results Thursday. However, with a paltry yield and rich valuation, we aren’t interested in shares at current levels.
Enterprise technology firm IBM reported solid second-quarter earnings Wednesday, but we think shares are fairly valued.
We take a look at Kinder Morgan’s second-quarter results. The firm remains a holding in our Dividend Growth portfolio.
Global e-commerce giant eBay reported strong second-quarter results. The firm registers a 10 on our Valuentum Buying Index, so we think it is among the best investment opportunities out there.
Bank of America reported improved second-quarter results. However, we have little interest in the bank and think it is too risky at this time.
Global pharmaceutical firm Abbott reported strong second-quarter results Wednesday. We think the shares are fairly valued.
Industrial conglomerate Honeywell reported strong second-quarter results and raised the low end of its earnings outlook for 2012. We’re taking this report as yet another data point supporting the largest industry weighting in our Best Ideas portfolio, aerospace.
Chip maker Intel reported a solid second quarter Tuesday. Though guidance was revised downward, we still think the shares are cheap.