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Jul 25, 2013
Broadcom’s Outlook Falls Short
Broadcom’s outlook fell short of the Street’s estimates, but the market reacted negatively to potential 4G market share losses. Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace. Jul 24, 2013
AT&T Fends Off Intensified Competition in the Second Quarter
AT&T posted decent second quarter results, but shares look fairly valued. Jul 24, 2013
Apple Proves It Isn’t Dead
Though share performance has been lackluster, Apple posted strong third quarter results Tuesday afternoon. Shares look inexpensive. Jul 24, 2013
DuPont’s Second Quarter Results Secondary to Performance Chemicals Announcement
DuPont reported mediocre earnings and tempered guidance, but the market is excited by prospects of a corporate action. Jul 24, 2013
Netflix’s Second Quarter Was Fine; The Stock Is Just Expensive
Netflix’s second-quarter results don’t justify the sell-off in shares, but the firm’s valuation certainly does. Jul 23, 2013
Kimberly-Clark Posts Solid Second Quarter Results
Cost savings helped Kimberly-Clark achieve better than anticipated earnings. Jul 23, 2013
Soft Sales Growth at McDonald’s Is No Surprise
McDonald’s is struggling with weak economic conditions abroad and stiff competition in the US. Jul 22, 2013
Disney Contract Extension Outshines Weak Revenue Growth at Hasbro
Hasbro’s second quarter wasn’t great, but there were several positive takeaways. Jul 22, 2013
Intuitive Surgical Reduces Its Outlook Amid Regulatory Concern
A warning letter from the FDA and reduced revenue growth guidance has created a larger cloud of uncertainty around Intuitive Surgical.
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