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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.
Jan 29, 2016
Alerts: High-grading! GILD-->JNJ; EBAY-->FB
We’re “high-grading” the Best Ideas Newsletter portfolio.
Nov 30, 2015
Creed, Apple, and the Fitbit
The latest edition of the Rocky series catches great fanfare. We’re hearing good things about Apple on Black Friday, and Fitbit appears to be a favorite gift during the holiday season.
Nov 22, 2015
Same Stories Prevail at Walmart and Target
Retailers have faced some difficulties in 2015, and we continue to point to two familiar story lines at Walmart and Target.
Nov 19, 2015
Mixed Bag at Department Stores
The multiline retail industry has not performed well as of late, and recent share price routs have echoed investor sentiment. Are J.C. Penney stores falling apart?
Nov 13, 2015
Beginning of BlackBerry Turnaround?
A few recent developments could be pointing to a turnaround at BlackBerry, or is it too little too late?
Oct 23, 2015
Alphabet (Google) and eBay Power Best Ideas Newsletter Portfolio!
Let’s get an update on Yahoo, eBay, Amazon, and Alphabet (Google). We couldn’t be more pleased with recent developments.
Oct 12, 2015
EMC Will Go Private in Giant Tech Deal
Privately-held Dell has announced the acquisition of EMC in the largest “tech-only” deal in history.
Sep 15, 2015
Major Grocers Growing Sales But Not Clean Stories
Major grocers reported solid top-line performance in their most recent quarterly results, but between overleveraged balance sheets and public relations nightmares, there are not many clean ideas. Asparagus water, anyone?
Sep 11, 2015
Business as Usual at Apple
Apple revealed its most recent product updates and advancements in its special event on September 9.
Aug 28, 2015
3 Observations
The wild week that ended August 28, 2015.


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