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Jul 29, 2011
Best Idea Ancestry.com Raises Full-Year Guidance
Ancestry.com reported second-quarter numbers and raised its top line and EBITDA guidance for the year. We continue to like the long-term growth prospects of this stock. Jul 28, 2011
Waste Management Posts Poor Second Quarter, Lowering Our Fair Value
Waste Management's second-quarter results left something to be desired, and the trash taker lowered volume expectations for the year. We're taking down our fair value estimate. Jul 28, 2011
Best Idea EDAC Technology Posts Excellent Second Quarter, Raising Our Fair Value
We've upped on fair value for EDAC Tech on the heels of solid profitability improvement and a growing backlog. Jul 27, 2011
Boeing's Second Quarter a Non-Event, Seek Better Opportunities Elsewhere
Boeing reported decent second-quarter results, but we favor opportunities in the aerospace supply chain over this jet maker. Jul 27, 2011
Under Armour's Second Quarter Earnings: Our Thesis Remains Intact - Shares Are Overvalued
Under Armour reported second-quarter results that were less than impressive, in our opinion. Jul 26, 2011
Buffalo Wild Wings' Strong Top Line, Growth Story Intact
Buffalo Wild Wings experienced strong top-line expansion in its second-quarter, but earnings came in a little light. We may add to our position in our Best Ideas portfolio if material weakness ensues. Jul 26, 2011
UPS Posts Strong Second Quarter, But Cautious on Outlook
UPS seems pre-occupied with current economic and political conditions, and we think it may struggle to outperform in the quarters ahead. Jul 25, 2011
Eaton Posts Solid Quarter, Ups Guidance on Margin Outlook
Eaton posted a strong second quarter. The industrials firm boosted its outlook for the remainder of the year on strength pretty much across the board. Jul 25, 2011
CNH Posts Fantastic Quarter, Outlook for Equipment Strong
CNH Global put up some solid numbers in its second quarter and raised its full-year outlook, noting strength in construction and agricultural equipment demand. Jul 24, 2011
Microsoft Posts Strong Fourth-Quarter Results, Online Business Still Drag
Microsoft posted solid fourth-quarter results, with the firm showing strong growth across almost all of its segments. We take a dive into its earnings.
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