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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.
Apr 26, 2018
What’s Working (or NOT Working) in Today’s Market?
Image shown: Crude oil continues to lead gainers while consumer staples, REITs, and energy MLPs continue to get shellacked. Let’s take a look at what’s been working and what’s not been working in the market thus far in 2018. To little surprise, in our opinion, commodity prices have been the leaders, while interest-rate sensitive equities have been the laggards. We’ve been expecting this.
Apr 25, 2018
The Transformation of Novartis Continues
Image Source: Taki Steve. Leadership change can often bring a great deal of uncertainty especially when a new leader is replacing a successful CEO. In the case of Novartis, we are witnessing a focused effort to streamline the business: a deliberate attempt to shift focus from a sprawling healthcare enterprise towards a more pure-play pharma/biotech powerhouse with an innovative, cutting-edge product portfolio.
Apr 25, 2018
Demand Bouncing Off Multi-Year Bottom at Caterpillar
Improvement in Caterpillar’s underlying end markets is driving its performance, and management took the opportunity following a solid showing in the first quarter of 2018 to raise its bottom-line guidance for the full year. The market, however, did not look favorably on management’s comments that the first quarter should be expected to be the “high-water mark” for the year in terms of margin performance. We’ve updated our fair value estimate of shares.
Apr 23, 2018
Incyte’s Ongoing Disappointments and Ultragenyx’s Exciting Development
Image shown: Ultragenyx's promising pipeline of opportunities. Ultragenyx March 2018 Presentation. The pharma/biotech sector, unlike other mainline industries, is driven by the clinical data readouts on the next-gen molecules in the clinical pipeline. We have witnessed many exaggerated moves with an often-binary outcome on the smaller single molecule entities, but we also have witnessed a negligible impact on the broader, more-diverse industry behemoths. We wanted to touch on a few recent data readouts to illustrate the volatile, risky yet potentially lucrative nature of the industry.
Apr 19, 2018
Procter & Gamble Pressured By Pricing
Image Source: MrTinDC. Recently transformed consumer staples giant Procter & Gamble’s fiscal 2018 third quarter report left a bit to be desired as pricing woes weighed on organic top-line performance. The company is also shifting its Consumer Health business as it has agreed to acquire Merck KGaA, Darmstadt, Germany’s Consumer Health business.
Apr 19, 2018
American Express Charges Ahead, Discover's Shares Look Cheap
Image Source: Philip Taylor. American Express delivered strong first quarter results as it begins to transition from its unique spend-centric business model, but Discover's shares may be too cheap to ignore.
Apr 18, 2018
Bank Earnings Pour In
The banking industry is on solid footing, and while Wells Fargo is creating negative headlines, the first quarter of 2018 was a good one for many financial institutions. Expanding revenue and net income, increased capital-return programs, solid returns on equity, and generally positive commentary, despite an increasingly competitive lending environment, were the norm. A narrowing of spreads on US Treasury instruments may pose a challenge to net interest margin expansion in the group, but there are other opportunities to capitalize on a surging LIBOR and the increasingly volatile equity market environment. All in, the performance in the first quarter of 2018 was “more good than bad” for the banks, and we continue to look for the right price to consider ideas, with many financial entities now trading well in excess of tangible book value per share.
Apr 17, 2018
IBM’s Free Cash Flow Short of Expected Annual Pace
Image Source: andrew cooke. With other fantastic ideas in technology, we see no reason to be interested in IBM’s shares.
Apr 13, 2018
Dividend Increases/Decreases for the Week Ending April 13
Let's take a look at companies that raised/lowered their dividend this week.
Apr 12, 2018
The Dividend Cushion Meets the Dividend Aristocrats
We showcase the Dividend Cushion ratios for the Dividend Aristocrats, a grouping of firms that have increased their dividends for more than 20 consecutive years. The Dividend Cushion's track record of quantifying excess cash-flow capacity that leads to outsize dividend growth and assessing cash shortfalls that lead to dividend cuts has been excellent.


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