Exclusive Analysis for the Discerning Investor
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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
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.