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Jul 26, 2013
Caterpillar’s Second Quarter Performance Falls Short
Caterpillar’s second quarter results left much to be desired, and we’re not expecting a turnaround anytime soon. Jul 25, 2013
Facebook Mobile Advertising Performs Incredibly Well
Facebook’s mobile advertising revenue grew 75% sequentially. Jul 25, 2013
Altria Posts Second Quarter Results; Earnings Outlook Raised But Volume Declines Evident
Altria posted solid second-quarter results, and we continue to like its dividend. We’re anxiously awaiting the release of its first e-cigarette, the MarkTen. Jul 25, 2013
Broadcom’s Outlook Falls Short
Broadcom’s outlook fell short of the Street’s estimates, but the market reacted negatively to potential 4G market share losses. Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace. Jul 23, 2013
Kimberly-Clark Posts Solid Second Quarter Results
Cost savings helped Kimberly-Clark achieve better than anticipated earnings. Jul 21, 2013
Philip Morris' Second Quarter Reveals Volume Pressures
Philip Morris' second-quarter performance revealed a challenging environment for cigarette volumes. Jul 20, 2013
Google’s Cash Pile Grows
Google’s second quarter performance fell short of consensus expectations, but we were still pleased with results. Jul 19, 2013
Microsoft: The Surface Bust and Windows Slump
Surface looks like a bust, and Windows is slumping, but Microsoft managed to generate $24.6 billion in free cash flow in fiscal year 2013. Jul 18, 2013
Intel’s Second Quarter: Soft But Not Panic-Worthy
Intel continues to struggle with the broader PC market, but we like its long-term fundamentals.
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