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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.
Nov 14, 2012
Demand Headwinds Refocus Materials Companies
Cost becomes paramount as materials companies grapple with weak pricing and demand. Let’s take a look at a few firms.
Nov 14, 2012
Abercrombie’s Earnings Surprise Doesn’t Tempt Us
Earnings at Abercrombie were better than expected, but the company continues to struggle to match its 2007 peak.
Nov 13, 2012
Housing Market Strength Propels Home Depot
The US housing market recovery continues to boost Home Depot, as it raises its full-year guidance.
Nov 13, 2012
Qualcomm Well Positioned for 2013
Fourth quarter results at the chipmaker were fantastic. Though we like the company, we think shares are fairly valued.
Nov 13, 2012
Windows Boss Steven Sinofsky Out at Microsoft
After the release of Windows 8 and the Surface tablet, Windows President Steven Sinofsky is out. Let’s look at recent developments.
Nov 13, 2012
JC Penney's Strategy Change Was and Is Necessary
JC Penney has its back against the wall. The risk/reward still remains unfavorable.
Nov 12, 2012
Jamie Dimon Agrees; Housing Is Back
We’ve been bullish on housing since the turn of the year, and recent results continue to confirm our viewpoint.
Nov 12, 2012
Disney Paints a Cloudy Picture for 2013
Disney reported solid fourth quarter results, but it doesn’t sound too upbeat about 2013. We think shares are fairly valued.
Nov 10, 2012
Best Idea Precision Castparts Buys Titanium Metals; We Like the Deal
Best Ideas portfolio holding Precision Castparts continues to identify value-creating acquisitions.
Nov 9, 2012
Groupon’s Results Miss the Mark; Liquidity Not a Concern…Yet
Groupon continues its spectacular post-IPO crash. The company likely won’t go bankrupt immediately, but the underlying business looks weak.



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