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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.
Feb 3, 2013
MasterCard Posts Terrific Fourth Quarter Results
Another solid quarter posted by MasterCard.
Feb 1, 2013
Delays from Asia Pressure Earnings at Potash
India and China want more potash, but only at lower prices, which has weighed on Potash’s earnings.
Feb 1, 2013
Qualcomm’s First Quarter was Fantastic
Qualcomm remains one of the best plays on global smartphone growth.
Jan 30, 2013
Boeing's Fourth Quarter Supports Our Thesis on Aerospace
Though we don't feel comfortable owning the airframe makers, we're big fans of key players in the aerospace supply chain.
Jan 29, 2013
Coach’s Momentum Is Slowing
Weak results in North America suggest the company’s brand may be eroding. Let’s dig into results.
Jan 28, 2013
Menu Innovation Helps Drive Strong Growth at Starbucks
New products and reinvigorated stores are keeping customers coming back to Starbucks in flocks. Let’s dig into first-quarter results.
Jan 25, 2013
P&G Delivers Fantastic Results
The consumer product giant’s recent restructuring efforts have boosted profits.
Jan 25, 2013
Tales from the Rails
Let’s take a look at recent earnings from the large US rail operators.
Jan 23, 2013
McDonald’s Beats Estimates
McDonald's posted better-than-expected quarterly results, but its core performance during the period was the worst in years. Let's take a look.
Jan 23, 2013
Best Ideas Portfolio Holding Intuitive Surgical Is Surging Today
The bear case fails to materialize at Intuitive Surgical. The company's fourth-quarter performance has sent the shares soaring.



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