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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.
Mar 20, 2013
Adobe Kicks Off 2013 With a Solid First Quarter
Adobe is seeing strong subscriber growth in its Creative Cloud product, but we aren't interested in shares at this price.
Mar 19, 2013
DSW’s Fall Doesn’t Provide an Entry Point
DSW's weak start to fiscal year 2013 has the market worried, but we think shares look fairly valued.
Mar 19, 2013
The Quick-Serve Restaurant Space Could Be Poised for a Rebound
With housing and jobs on the mend, we could see a nice rebound in consumers eating outside of the house. Let’s take a look at a few names in our coverage universe.
Mar 15, 2013
Intuitive Surgical's Shares Are Slumping Today
The American Congress of OB/GYN's president made some statements questioning the cost effectivness of robotic surgery.
Mar 15, 2013
Firms Raising Their Dividends In The Week Ending March 15
Another solid week of dividend increases.
Mar 14, 2013
Bullish News for the Apple Ecosystem
Fighting words from management, a new PayPal app, and new retail partners are all positives for Apple, in our view.
Mar 14, 2013
Men’s Wearhouse Changes Its Style
Men's Wearhouse announced some changes in capital allocation strategy. Do we like the way it looks?
Mar 13, 2013
Casey’s General Is Almost Cheap
Casey's General missed expectations for revenue and earnings, but we like the firm's growth trajectory.
Mar 12, 2013
Costco Outperforms Wal-Mart and Target
Costco isn't feeling the pinch from the payroll tax or delayed tax refunds.
Mar 12, 2013
Yum!’s China Recovery Begins
Yum!'s Chinese sales are recovering, but we aren't interested in shares.


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