Exclusive Analysis for the Discerning Investor
Brian Nelson Tech-giant Microsoft announced its Windows 8 tablet, “The Surface.” We don’t expect it to kill the iPad, but we think it’s positive for Microsoft and a negative for Google and computer OEMs.
Former Target Chief Marketing Officer Michael Francis resigned from his position as President at JC Penney on Monday. Francis had only been with the company since September 2011.
The Ohio-based steel-maker raised concerns by not giving a full-year 2012 outlook. We think the company’s shares are trading below its fair value, but we’re not ready to pull the trigger.
Following recent trends from companies such as the Men’s Wearhouse, DSW’s second-quarter outlook points to more clearance and off-priced sales than originally thought.
We dig into why we think Exxon isn’t the best dividend-growth investment in the major oil space.
Diversified industrial conglomerate 3M thinks a portion of its commercial graphics business is a leading economic indicator and that it is not signaling a domestic slowdown. We like 3M, but think its shares are fairly valued at current levels.
AAR, a leading maintenance and leasing company of aircraft, announced a weaker-than-expected 2013 outlook due to defense-related items. We still believe the shares are undervalued, but like a few of its commercial peers better.
Dell, once a retail computer giant, is moving to software and enterprise solutions. We think shares of Dell are undervalued.
Shares of video game retailer GameStop have been hit big while sales slump. We think game sales will eventually return, but long-term shifts in video game consumption might permanently impair the company.
The June edition of our Best Ideas Newsletter is now available!