Exclusive Analysis for the Discerning Investor
Brian Nelson The meat giant reported solid performance for fiscal 2012, but results remain under pressure due to high feed costs. We also walk through which restaurants may be heavily impacted by higher feed costs.
We recently released our reports on a number of US financial institutions. While a few register a 9 on our Valuentum Buying Index, we prefer more diversified financials exposure in the portfolio of our Best Ideas Newsletter.
We dig into why we think the market is overly optimistic about Under Armour, but there are plenty of reasons why we’re not re-establishing a put position on the athletic apparel company at this time.
We take a look at some recent developments in the healthcare industry.
May retail sales were down 0.2% from April, but up 5% from May 2011. We think investors should remain focused on the big picture.
The network infrastructure maker will buy back $1 billion in shares, but the company remains under pressure due to competition from Cisco and a challenging economic environment.
Agricultural giant Agrium cited strong grain prices and tight supply as drivers for its strong first-half 2012 performance. We’re reiterating our fair value estimate on the company.
The shift to luxury continues as Michael Kors reports a fantastic quarter and raises forward guidance.
iOS 6 and the new Mac Book Pro show that Apple is ready to compete with entrenched foes.
Although a number of suppliers to the aerospace industry have come under pressure as of late, the strength in commercial aerospace demand remains firm.