Yum’s Results in China Weren’t As Bad As Many Expected
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.
Member Articles
A Laser Focus on Expenses Keeps IBM On Track
Enterprise technology firm IBM reported solid second-quarter earnings Wednesday, but we think shares are fairly valued.
Kinder Morgan Reports Second Quarter Results
We take a look at Kinder Morgan’s second-quarter results. The firm remains a holding in our Dividend Growth portfolio.
Second Quarter Results Confirm eBay’s Strength
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.
Bank of America Doesn’t Interest Us
Bank of America reported improved second-quarter results. However, we have little interest in the bank and think it is too risky at this time.
Abbott’s Results Are Solid In Spite of Currency Headwinds
Global pharmaceutical firm Abbott reported strong second-quarter results Wednesday. We think the shares are fairly valued.
Honeywell’s Second Quarter Performance Was Strong; Narrows Full-Year Earnings Outlook
Industrial conglomerate Honeywell reported strong second-quarter results and raised the low end of its earnings outlook for 2012. We’re taking this report as yet another data point supporting the largest industry weighting in our Best Ideas portfolio, aerospace.
Intel’s Second Quarter Results Were Mixed; The Stock Still Looks Cheap
Chip maker Intel reported a solid second quarter Tuesday. Though guidance was revised downward, we still think the shares are cheap.
Johnson & Johnson Faces Currency Headwinds But Its Stock Remains Undervalued
Though earnings weren’t excellent, we thought the quarter was fine given currency headwinds. The firm scores a 9 on our Valuentum Buying Index.
Stronger Gross Margins Drive Earnings Growth At Mattel
The world’s largest toy maker experienced strong earnings growth during the second quarter. We think Hasbro is less expensive.