Linn Energy Raises Guidance; We Like Its Distribution
Linn Energy raised its earnings outlook and coverage ratio for 2012. We like its distribution, but shares are fairly valued.
Member Articles
Sales Slip at Walgreen
Though the firm struck a deal with Express Scripts, Walgreen continues to struggle. We aren’t interested in the shares, despite its strong dividend-growth profile.
A Slowing Chinese Economy Weighs on Nike
Though coming in better than expected on the top and bottom lines, Nike’s first quarter results can best be described as mixed. We think the company’s competitive position remains strong, but the stock is fairly priced.
RIM Beats Estimates
RIM slows its cash burn and essentially breaks even on a cash flow basis. The results are certainly a positive, but we aren’t fans of the company.
Valero Exiting the Retail Business
Valero looks to exit its retail business.
Discover’s Strong Results Underscore Strength in the Payments Industry
Discover reported strong third-quarter results in spite of higher legal expenses.
BlackBerry 10 and 2 Million New Subscribers
During the past several months, Blackberry 10 has been delayed several times, and it may eventually fail. But let’s dig into the beleaguered company.
Google: The Latest Example of the Power of the Valuentum Buying Index
We discuss the power of a rare 10 on our Valuentum Buying Index.
Private Equity Offers Nearly $13 for 7 Days Group
Chinese hotel chain 7 Days Group may be acquired for a price roughly equal to our fair value estimate.
Is It Time to Bet on Radio Shack?
Let’s take a look at recent developments at the company.