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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 4, 2011
Starbucks Posts Fantastic Fiscal Fourth Quarter; 2012 and 2013 are Looking Even Better
The coffee giant posted excellent fiscal fourth-quarter results and provided an outlook for fiscal 2012 that resonated well with investors. We think 2013 will be even better, but we're not thrilled by the firm's valuation. We're waiting for a pullback to scoop up Starbucks' shares.
Nov 3, 2011
Kellogg's Cutbacks Coming Home to Roost; Posts Weak Third Quarter and Outlook
Kellogg reported weak third-quarter results and issued a weak outlook for 2012 citing the need to improve its supply chain after drastic cutbacks in recent years. We remain on the sidelines.
Nov 3, 2011
Qualcomm Reports Strong Fiscal Fourth Quarter on Proliferation of Smartphones
Qualcomm reported excellent fiscal fourth-quarter results and provided a better-than-expected outlook for fiscal 2012. The firm's patent portfolio continues to reap the benefits of smartphone and 3G adoption. However, we think the name looks fairly valued at today's levels.
Nov 2, 2011
Excellent Third-Quarter Results from Eastman Chemical
Eastman Chemical put up solid third-quarter results. We continue to evaluate the firm for addition to our Best Ideas portfolio.
Nov 2, 2011
Clorox Posts Fiscal First-Quarter Results; Reaffirms 2012 Outlook
Clorox posted less-than-impressive fiscal first-quarter results, as higher commodity costs took their toll. Management expects gross margins will remain flat through fiscal 2012, but we disagree. We remain on the sidelines, despite the firm's solid cash-flow generation.
Nov 2, 2011
Pfizer Reports Decent Third-Quarter Results; Loss of Exclusivity on Blockbuster Drug Lipitor Concerning
All things considered, we're less than thrilled with Pfizer. The firm will be losing exclusivity on its $10-billion-per-year blockbuster drug Lipitor at the end of November, and its earnings-per-share expansion is largely driven by buybacks. Though its valuation is compelling, there are better opportunities out there.
Oct 31, 2011
Republic Services Puts Up Nice Third Quarter; Best Organic Revenue Growth Since 2008
Rubbish-handler Republic Services posted nice third-quarter results and its best organic revenue growth since 2008. It remains one of our best ideas and dividend picks.
Oct 28, 2011
Visa Provides Investors with Underrated Growth Prospects
Due to a better than expected outlook for 2012, and a favorable ruling by the Fed regarding the Durbin Amendment, we think Visa is now worth $126 per share, roughly a 25% premium to where the stock currently trades.
Oct 28, 2011
Boeing Investors Need to Focus on Earnings Quality; Cash Flow Remains Weak
We dive into Boeing's third-quarter results. The flexibility of program accounting gives way too much leeway to management in setting earnings. We wouldn't read too much into the firm's increased guidance, but we do think its massive backlog supports continued strength in the aerospace supply chain.
Oct 28, 2011
Investors in Ancestry.com Look to Seasonally Strong First Quarter, Release of 1940 Census
We evaluate Ancestry.com's third-quarter results and maintain the firm's shares are incredibly cheap.


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