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Oct 26, 2012
Apple Reports a Strong Fourth Quarter and Sandbags Guidance
Apple’s fourth quarter was strong, in spite of weaker than expected iPad sales growth. We continue to like the firm. Oct 26, 2012
Procter & Gamble Posts a Strong First Quarter
Cost cuts helped lift P&G’s fortunes during its first quarter. We think shares are fairly valued, but we like its potential dividend growth. Oct 25, 2012
Altria Posts a Strong Third Quarter
Strong results continue at Altria, as the business shrugs off concerns about secular declines. Oct 24, 2012
Buffalo Wild Wings Suffers as Inflation Hurts the Bottom Line
Wing prices are up 70% and consequently weighed on Buffalo Wild Wings' profit. We love the company, but some challenges lie ahead. Oct 24, 2012
Dow Chemical and DuPont Slash Jobs
Dow Chemical and DuPont announce restructuring plans and large job cuts. We don't like either firm at this time. Oct 24, 2012
3M Lowers 2012 Revenue and Earnings Outlook
3M reported mixed third-quarter results and lowered its 2012 outlook for both organic local-currency revenue and earnings per share. We're not ready to pull the trigger on its shares. Oct 23, 2012
United Technologies' Third Quarter Results Left Much to Be Desired
United Technologies reported weak third quarter results that revealed declines in both organic sales and earnings. Oct 23, 2012
Honeywell Shows Continued Strong Execution; Revenue Environment Weakens
Honeywell reported mixed third-quarter results. Though we expect continued margin expansion in coming periods, the revenue environment remains murky. Oct 23, 2012
General Electric Reveals Strong Earnings Expansion in Third Quarter; Backlog Growth Stalls
General Electric posted strong third-quarter revenue and earnings growth, but backlog expansion stalled. We continue to monitor order trends closely. Oct 22, 2012
Ancestry.com Taken Private at $32 Per Share
Management, private-equity firm Permia, and Spectrum Equity will take Ancestry.com private. We don't like the deal, but we will move on from this position.
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