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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Aug 8, 2012
Rio’s Short-term Weakness Creates an Interesting Opportunity
Mining giant Rio Tinto reported better than expected first-half results. We're huge fans of the miner given its cheap valuation. Jul 26, 2012
Precision Castparts Reports Strong Fiscal First Quarter Results; Aerospace and Power End Markets Remain Strong
Precision Castparts reported strong fiscal first-quarter results. Though the firm may face some near-term headwinds due to unexpected repairs on a couple of its forging presses, its exposure to the aerospace upswing has never been stronger. Jul 13, 2012
Farnborough Airshow Points to Continued Strong Aerospace Demand
The Farnborough Airshow did not disappoint. We care less about who wins the battle between Boeing and Airbus as the best risk-adjusted investments are in the supply chain. There are few industries that have better demand visibility than aerospace at this time. Jul 10, 2012
Alcoa Beats Estimates But We Don’t Like the Stock
Aluminum giant Alcoa reported better than expected results. We think shares are fairly valued. Jul 9, 2012
Thompson Reuters’ Acquisition of FX Alliance Points to Growing Interest in Alternative Investments
Investment data provider Thompson Reuters acquired FX Alliance as currencies and precious metals become more popular with institutional investors. Jun 4, 2012
Bristol-Myers Squibb Cancer Drug Shows Promise
A new drug that shrinks tumors in lung cancer patients exemplifies Bristol-Myers' aggressive cancer treatment pipeline. However, we think its stock is expensive at current levels. May 8, 2012
Electronic Arts' Strong Fourth-Quarter Profits Overshadowed by Star Wars
Electronic Arts posted strong fourth-quarter profits but its outlook left investors a bit nervous. Still, we're growing more constructive on the company's valuation after its recent share-price pullback. Apr 17, 2012
Despite Lackluster Results, Johnson & Johnson Remains a Solid Dividend-Growth Holding
Johnson & Johnson did little to impress investors with its first-quarter results. Though the report was uneventful, we're still fans of J&J's dividend. Jan 27, 2012
Precision Castparts Issues Fiscal Third-Quarter Results
Precision Castparts' fiscal third-quarter results came in lower than most investors had anticipated. Though we think the metal-bender has valuation upside, we'll be looking to continue to trim our position in the portfolio of our Best Ideas Newsletter. The High Yield Dividend Newsletter, Best Ideas
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Alcoa's better than expected third quarter results are a positive sign for the global economy, in our view. We still believe shares are fairly valued.