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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.
Nov 16, 2011
Home Depot Reports Strong Third-Quarter Results on Storm-Related Demand, Raises Dividend
Home Depot posted solid third-quarter results on storm-related demand stemming from Hurricane Irene. The firm also upped its fiscal year guidance and dividend.
Nov 15, 2011
Wal-Mart's Third-Quarter Earnings Decline, But US Comps Reverse; Low-End Consumers Increase Spending
Wal-Mart posted lower earnings for its fiscal third-quarter, but the results suggested a turnaround in its US operations thanks to improvement in low-end consumer spending.
Nov 14, 2011
Lowe's Posts Poor Third-Quarter Results; Turnaround Still Quarters Away
Lowe's reported poor third-quarter results that were plagued with store-closing charges and discontinued projects. We think the firm is fairly valued at these levels.
Nov 7, 2011
Jefferies Cuts Europe Exposure; Why This Is More Than a Headline
Jefferies announced that it had cut its gross debt exposure to Europe after concerns about the firm's position in sovereigns sent the shares tumbling last week. We applaud management's transparency and think such a move indicates the liquidity and fluidity of the European sovereign debt markets, which is a notable positive.
Nov 7, 2011
Amgen Announces $5 Billion Buyback; Move Reinforces Our 'Undervalued" Thesis
Amgen announced that it will purchase $5 billion worth of its common stock under a modified Dutch auction. We think the move reinforces our valuation thesis on the biotech firm.
Nov 4, 2011
Starbucks Posts Fantastic Fiscal Fourth Quarter; 2012 and 2013 are Looking Even Better
The coffee giant posted excellent fiscal fourth-quarter results and provided an outlook for fiscal 2012 that resonated well with investors. We think 2013 will be even better, but we're not thrilled by the firm's valuation. We're waiting for a pullback to scoop up Starbucks' shares.
Nov 3, 2011
Kellogg's Cutbacks Coming Home to Roost; Posts Weak Third Quarter and Outlook
Kellogg reported weak third-quarter results and issued a weak outlook for 2012 citing the need to improve its supply chain after drastic cutbacks in recent years. We remain on the sidelines.
Nov 3, 2011
Qualcomm Reports Strong Fiscal Fourth Quarter on Proliferation of Smartphones
Qualcomm reported excellent fiscal fourth-quarter results and provided a better-than-expected outlook for fiscal 2012. The firm's patent portfolio continues to reap the benefits of smartphone and 3G adoption. However, we think the name looks fairly valued at today's levels.
Nov 2, 2011
Excellent Third-Quarter Results from Eastman Chemical
Eastman Chemical put up solid third-quarter results. We continue to evaluate the firm for addition to our Best Ideas portfolio.
Nov 2, 2011
Clorox Posts Fiscal First-Quarter Results; Reaffirms 2012 Outlook
Clorox posted less-than-impressive fiscal first-quarter results, as higher commodity costs took their toll. Management expects gross margins will remain flat through fiscal 2012, but we disagree. We remain on the sidelines, despite the firm's solid cash-flow generation.


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