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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.
Sep 12, 2013
The Mortgage Refinancing Boom Could Be Ending
The bull market in mortgage refinancing activity appears to be over, but that doesn’t mean it will materially damage the economy.
Sep 11, 2013
Margins Will Drive Apple’s iPhone 5S and 5C Outcome
We like Apple's 5C and 5S duo and love its focus on improving gross margins.
Sep 10, 2013
Is Innovation Back at McDonald’s?
Though August sales weren’t great, McDonald’s finally has some new products up its sleeve.
Sep 10, 2013
Molex Shareholders Should Be Pleased with Koch’s Bid
Koch Industries will pay $38.50 per share for the electronic components maker. We think shareholders received a fantastic deal.
Sep 9, 2013
Yum! Brands Says the Worst Is Over in China
Another double-digit decline for Yum! China occurred in August, but management believes the worst is over.
Sep 9, 2013
Dollar General Shows Solid Growth
Dollar General posted solid second-quarter results that suggest the firm is stealing market share from Wal-Mart.
Sep 8, 2013
Finisar Sees Margins Surge on Telecom Demand
Strong operating leverage propelled Finisar to a strong first quarter.
Sep 7, 2013
LinkedIn Acknowledges Its Stock Is Overpriced
LinkedIn will offer $1.2 billion worth of stock at a heavily inflated price.
Sep 6, 2013
Samsung’s Smartwatch Underwhelms
We think the Galaxy Gear smartwatch from Samsung looks positioned to fail.
Sep 5, 2013
US Auto Market Shows Resolve in August; Ford Remains Our Best Idea; C-Max Outselling Tesla’s Model S
The SAAR crosses the 16 million unit mark in August as the auto industry proves American consumers are buying something: cars.


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