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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 13, 2012
Farnborough Airshow Points to Continued Strong Aerospace Demand
The Farnborough Airshow did not disappoint. We care less about who wins the battle between Boeing and Airbus as the best risk-adjusted investments are in the supply chain. There are few industries that have better demand visibility than aerospace at this time.
Jul 10, 2012
Alcoa Beats Estimates But We Don’t Like the Stock
Aluminum giant Alcoa reported better than expected results. We think shares are fairly valued.
Jul 9, 2012
Thompson Reuters’ Acquisition of FX Alliance Points to Growing Interest in Alternative Investments
Investment data provider Thompson Reuters acquired FX Alliance as currencies and precious metals become more popular with institutional investors.
Jun 4, 2012
Bristol-Myers Squibb Cancer Drug Shows Promise
A new drug that shrinks tumors in lung cancer patients exemplifies Bristol-Myers' aggressive cancer treatment pipeline. However, we think its stock is expensive at current levels.
May 8, 2012
Electronic Arts' Strong Fourth-Quarter Profits Overshadowed by Star Wars
Electronic Arts posted strong fourth-quarter profits but its outlook left investors a bit nervous. Still, we're growing more constructive on the company's valuation after its recent share-price pullback.
Apr 17, 2012
Despite Lackluster Results, Johnson & Johnson Remains a Solid Dividend-Growth Holding
Johnson & Johnson did little to impress investors with its first-quarter results. Though the report was uneventful, we're still fans of J&J's dividend.
Jan 27, 2012
Precision Castparts Issues Fiscal Third-Quarter Results
Precision Castparts' fiscal third-quarter results came in lower than most investors had anticipated. Though we think the metal-bender has valuation upside, we'll be looking to continue to trim our position in the portfolio of our Best Ideas Newsletter.
Jan 26, 2012
Caterpillar Posts Strong Fourth-Quarter Results; Sees Global Economic Acceleration in 2012
Caterpillar posted excellent fourth-quarter results and guided to a 2012 that was much better than investors were expecting. We continue to believe that the global economic environment remains conducive to expansion. Caterpillar now looks fairly valued after converging to our fair value estimate.
Jan 22, 2012
GE's Industrial Backlog Hits New Highs in Fourth Quarter; GE Capital Continues to Improve
General Electric reported solid fourth-quarter results that displayed a record infrastructure backlog and improving performance at GE Capital. We're growing more constructive on the industrial conglomerate's shares.
Jan 6, 2012
Alcoa Cuts Smelter Capacity on Reduced Aluminum Prices
Alcoa plans to scale back smelter capacity by 12% in the wake of weak aluminum prices, which have fallen by almost 30% since the peak last year. We remain on the sidelines with respect to Alcoa's shares and point to Precision Castparts as a better metals play.


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