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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.
Jan 25, 2017
Qualcomm in Defense Mode
Image Source: Kārlis Dambrāns. Chip-making giant Qualcomm has found itself firmly in the FTC’s spotlight, and Apple has now piled on with a lawsuit of its own. Let’s take a quick look at the developments.
Jan 24, 2017
Alibaba Group: Still the Quintessential “Play” on China?
Image Shown: Alibaba’s strong free cash flow generation; source: Alibaba. Alibaba has taken a lot of heat from other publishers, but we’ve long liked the company even if it may no longer be a part of the Best Ideas Newsletter portfolio. Some balk at its valuation, but the company’s free cash flow generation and strong balance-sheet net cash position offer substantial legitimacy and support to shares.
Jan 24, 2017
Verizon’s Debt Load Is Too Much and Its Deal with Yahoo Is a Silly Distraction
Image Source: Mike Mozart. Verizon’s financial metrics didn’t stack up during 2016, and management suggested 2017 will be more of the same. We’re cautious on this overleveraged, capital-intensive telecom giant.
Jan 24, 2017
J&J Boasts Below-Market Earnings Multiple; Deal with Actelion Not Concerning
Image Shown: J&J’s robust pharma pipeline; source: J&J.There’s a lot to like about J&J’s investment opportunity, not the least of which is its strong pharmaceutical pipeline. Deal-making could challenge its pristine balance sheet, but we don’t expect much to derail our thesis.
Jan 24, 2017
McDonald’s: Buyback-Driven Earnings Growth and Faltering US Comps
McDonald’s shares continue to plow ahead as if nothing is wrong. Consolidated sales fell, net earnings dropped, US comps faltered, and all of the company’s EPS performance was buyback driven during the fourth quarter, results released January 23. The company is trading at 22 times trailing earnings and holds a sizable net debt position.
Jan 23, 2017
Have Bristol-Myers Squibb’s Shares Finally Found Support?
Image Source: kennijima. Bristol-Myers Squibb has seen its shares fall to $50 from nearly $80 in just the past few months as clinical outcomes of its crucial product Opdivo have come under fire. Have shares finally found support? Let’s have a look.
Jan 23, 2017
Novartis’ Continuous Dividend Growth and Promising Pipeline
Image Shown: Novartis’ dividend history, source: Novartis. Novartis may be in the penalty box, but a healthy dividend growth track record and a promising pipeline may be difficult to overlook. Let’s dig in.
Jan 21, 2017
Calendar Fourth Quarter Earnings Roundup: IBM, GE, PG, UNP
Image Source: texasfeelLet's get our thoughts on calendar fourth-quarter performance from a few giants in their respective industries.
Jan 19, 2017
The Dreaded Patent Cliff: 3 Pharmaceutical Companies at Risk
Image Source: Global Panorama. Let's have a look at 3 pharmaceutical giants that may encounter some troubles in coming years.
Jan 19, 2017
Fair Value Estimate Changes: Facebook, Twitter, Caterpillar and More...
Let's have a look at the reasons behind several of the recent fair value changes we've made on companies across our coverage universe as of late.


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