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Aug 9, 2011
Disney Posts Decent Fiscal Third Quarter; Consumer Spending at Parks, Resorts Up
Disney posted decent fiscal third quarter results and noted an uptick in consumer spending at its parks and resorts. Aug 9, 2011
Shares of Xerox Look Like a Bargain
We take a look at the valuation of Xerox. Aug 9, 2011
Best-Idea Astronics Posts Second Quarter Results; Raises Full-Year Revenue Outlook
Astronics reported solid second-quarter results and raised its full-year revenue outlook thanks to strong bookings during the period. We continue to like the name. Aug 9, 2011
A Shopping List of 15 Solid Companies Amid This Market Turmoil
We highlight 15 companies that have reported solid second-quarter earnings and have faced pressure from the market's recent selloff. These names have been added to our watch list, a component of our Best Ideas Newsletter. Aug 6, 2011
Stay the Course; This is Not Lehman II, S&P Downgrade Meaningless
We discuss recent events, including poor manufacturing data and S&P's downgrade of the US' debt. All things considered, we remain positive on the equity markets. Aug 5, 2011
LinkedIn Posts Solid Second Quarter, Still Irrationally Overpriced
LinkedIn reported solid second-quarter results, but its stock remains significantly overpriced. Aug 4, 2011
Nike: An Attractive Candidate in a Declining Market
We like Nike much more than smaller peer Under Armour and think the name could offer investors a nice entry point if the stock market continues to face pressure. Aug 4, 2011
Kraft Posts Solid Second-Quarter Results, Raises Outlook, and Breaks Up Company
Kraft posted solid second-quarter results, upped its outlook, and decided to split up its snacks business and its North American grocery business. We like the strategic move and have added Kraft to our watch list. Aug 4, 2011
Clorox Posts Fiscal Fourth-Quarter Results, Fiscal 2012 to Disappoint
Clorox posted fourth-quarter results that showed meager revenue growth and earnings expansion that was bolstered mostly by below-the-operating-line items. We think investors can find better opportunities, despite the Icahn bid. Aug 3, 2011
Open Table Reveals Strong Growth in its Second Quarter, Shares Slightly Expensive
Open Table reported solid second-quarter results and completed its search for a new CFO. We think the shares remain a bit expensive though.
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