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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.
Jun 5, 2013
Apple Can “Amazon” Pandora
The war for internet radio ears is a low-risk battle for Apple, but it means the world for Pandora.
May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market.
May 22, 2013
Best Buy’s Comps Are Soft; Risk/Reward Not Compelling
The Street expected more, but we thought Best Buy’s first quarter was fine.
May 21, 2013
Housing Recovery Powers Home Depot
The US housing recovery continues to help Home Depot outperform expectations.
May 6, 2013
Strong Earnings Powers CBS; Tony Stark Boosts Disney
Recent events bode well for both CBS and Disney.
Apr 29, 2013
Amazon's Story Doesn’t Change
Results and guidance may have fallen short of expectations, but our take on Amazon remains unchanged.
Apr 29, 2013
Don’t Get Too Floored By Lumber Liquidators’ Performance
Lumber Liquidators' business performance has been spectacular, but we contend shares are too expensive.
Apr 19, 2013
PC Weakness Fails to Crush Microsoft
Even though the PC sales dropped materially, Microsoft posted solid third quarter results.
Apr 18, 2013
eBay Flourishes In The First Quarter
In spite of a weak European situation, eBay posts stellar first-quarter results.
Apr 9, 2013
Shares of Baidu Are Just Too Cheap
Baidu looks like a bargain. Let's dig in.


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