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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.
Jul 23, 2011
Coke Reports Strong Second-Quarter Results
Coke's volume growth continues to be strong, and we like its international growth prospects, particularly in China and Mexico.
Jul 23, 2011
GE Posts Strong Second-Quarter Results, Industrial Orders Surge
We like GE's order outlook for its industrial businesses and see continued recovery at GE Capital.
Jul 23, 2011
Caterpillar Posts Decent Second-Quarter Results, Makes Cautionary Statements on China
We don't think Caterpillar offers investors an adequate margin of safety at this time, given integration risks and cautionary comments regarding the US and China.
Jul 23, 2011
IBM Puts up Fantastic Second-Quarter Results
We're impressed with IBM's performance in its second quarter.
Jul 23, 2011
J&J Posts Second-Quarter Results, Holds the Line with Guidance
We provide our take on J&J's second-quarter results and our outlook for its business.
Jul 23, 2011
Jul 22, 2011
Honeywell Posts Strong 2Q Results, Raises Full-Year Guidance
We examine Honeywell's second-quarter results and provide our outlook.
Jul 22, 2011
Closely Watching McDonald's for an Entry Point
We like McDonald's, though its valuation is not that compelling at this point.
Jul 20, 2011
Are Boeing's Competitive Advantages Waning? We Think So.
We outline the long-term implications of the recent massive AMR order to replace its aging fleet.
Jul 15, 2011
Clean Energy Fuels: An Interesting Long-Term Play on Natural Gas
Clean Energy Fuels has the backing of Chesapeake, and its prospects look bright.


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