Oracle’s Revenues Fall Short
Oracle’s first-quarter earnings came in as expected, but revenues were light. We like some of the firm’s recent M&A, but we prefer other tech holdings in our Best Ideas portfolio.
Member Articles
McDonald’s Boosts Dividend 10%
As our dividend report predicted, McDonald’s raised its dividend 10% this quarter. We love the company, but we think shares are fairly valued.
International Growth Propels General Mills
Acquisitions helped boost General Mills’ results, but we think the stock is fairly valued.
Adobe Releases Disappointing Guidance
Adobe’s results came in as expected, but its guidance was underwhelming.
AAR Reports Fantastic First Quarter Results
Aerospace supplier AAR reported fantastic first-quarter results. Shares continue to converge to our fair value estimate.
Bed Bath & Beyond Reports a Mixed Quarter But Shares are Fairly Valued
Bed Bath & Beyond reported a mixed second quarter, but we think the company is fairly valued.
Will Sprint’s Good Fortunes Continue?
Shares of the phone carrier have rallied on comments from its CEO. Still, we don’t like Sprint’s shares much at current levels.
Cracker Barrel Reports Decent Quarter; Biglari Situation Remains Unsettled
Cracker Barrel’s fourth quarter earnings were fine, but we think its operating margin guidance will be tough to meet.
AutoZone Beats Estimates; Continues to Return Cash to Shareholders
AutoZone reports strong fourth quarter results, but we think shares remain fairly valued.
Amid CFO Resignation and Intel’s Guidance…We’d Stay Away From AMD
AMD’s stock looks cheap at current levels, but with a declining PC market and no mobile presence, we don’t like the company at this time.