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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 30, 2011
AMD Slashes Outlook on Supply Disruptions, Not PC Weakness; Maintaining Our Fair Value
AMD slashed its third-quarter revenue and gross margin outlook blaming supply problems. We think such performance doesn't bode well for the remainder of this year for AMD, but such weakness cannot be extrapolated to peers Intel and Texas Instruments. Our fair value for AMD remains unchanged.
Sep 29, 2011
Sprint: A Bet on Clearwire and Lightsquared as Much as the Actual Company
We think Sprint is fairly valued and represents a risky investment we'd prefer to stay out of.
Sep 28, 2011
Walgreens' Strong Fourth-Quarter Report Overshadowed By Fall Out with Express Scripts
We think Walgreens' contract dispute with Express Scripts doesn't bode well for industry dynamics long term. Medco could be next. We remain on the sidelines.
Sep 27, 2011
We Stand By Our Call on Ancestry.com
Ancestry.com has come under selling pressure as of late. We maintain the firm is worth north of $60 per share.
Sep 24, 2011
Nike Just Does It Again, Raising Our Fair Value
Nike reported an excellent fiscal first-quarter, and we're increasing our fair value estimate on more optimistic assumptions.
Sep 22, 2011
Is First Solar Really That Bad?
We take a look into First Solar's opportunities and risks.
Sep 21, 2011
Oracle's Fiscal First-Quarter Results Reveal Strength in Software Sales, Europe
We offer our take on Oracle's fiscal first-quarter results. The company continues to show strength in new software licenses and indicated that business in Europe was particularly strong, contradicting many media reports.
Sep 20, 2011
Why We’re Still Bullish on Collective Brands
Collective Brands looks cheap from a number of perspectives. We outline our bullish case on one of our best ideas.
Sep 19, 2011
United Tech's Potential Bid For Goodrich To Start Wave Of Aerospace Acquisitions
Conglomerate United Technologies is reported to be looking to acquire Goodrich, an aerospace component maker. We think such a deal makes sense and further suports our overweight position in aerospace in our Best Ideas Newsletter. Plus, we think this potential deal will start a wave of aerospace acquisitions, as participants look to capitalize on growing commercial aircraft demand in coming years.
Sep 16, 2011
Ancestry.com Has Staying Power, Has the Makings of a Double
We address the short case on Ancestry.com. We believe the firm has tremendous upside potential.


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