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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jul 31, 2013
Buffalo Wild Wings’ Second Quarter Was Fantastic
Best Ideas Portfolio holding Buffalo Wild Wings reported another solid quarter, demonstrating the firm’s ability to capitalize on its winning strategy.
Jul 31, 2013
With North America Saturated, Coach Needs International Growth
Coach’s core North American business isn’t growing as quickly as it used to as competitors catch up.
Jul 30, 2013
Uralkali Backs Out of Belarusian Potash Company; Industry to Change
With the world’s largest potash maker boosting production and grabbing for market share, the potash business has become much less attractive.
Jul 30, 2013
Colgate-Palmolive’s Second Quarter Impacted By Currency; Core Revenue Expansion Not Bad
Strong sales in Asia-Pacific helped drive a decent second quarter at Colgate-Palmolive.
Jul 30, 2013
International Paper Issues a Strong Second Quarter Report; Expects Free Cash Flow to Improve
Second-quarter performance at the paper and packaging leader was solid.
Jul 29, 2013
Potash Corp Struggles with Weak Nutrient Prices
Headline numbers at Potash were weak, but free cash flow generation remains robust.
Jul 29, 2013
3M Posts Poor Second Quarter Results; Operating Income Declines
We didn’t like 3M’s segment operating-income performance in its second quarter.
Jul 29, 2013
AbbVie’s Humira Continues to Drive Strong Performance; Pipeline Advances
Humira continues to drive strong performance in the second quarter, while AbbVie's pipeline advances.
Jul 27, 2013
GM Rides North America to Success
GM’s second quarter was relatively solid, but we continue to prefer Ford.
Jul 27, 2013
Precision Castparts Reports Record Fiscal First Quarter Results
Precision Castparts reported record diluted earnings per share, record consolidated segment operating margins, and strong cash generation in its fiscal first quarter.


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