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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 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
Best-Idea Astronics Posts Record Third-Quarter Revenue, Earnings, and Bookings
Astronics reported strong third-quarter results that revealed record results across the board. We were encouraged by the firm's outlook and are maintaining our position in our Best Ideas Newsletter.
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
A Tale of Two Teen Retailers: Abercrombie & Fitch, Aeropostale
Abercrombie & Fitch and Aeropostale reported third-quarter sales. The resulting stock price performance from the two was completely opposite: Abercrombie fell sharply, while Aeropostale shot up significantly. We think Abercrombie is a bargain at these levels, though Aeropostale is fairly valued.
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 3, 2011
Kraft Shows Off Pricing Power in Third Quarter; Raises 2011 Outlook
Kraft posted excellent third-quarter results that showed 7 percentage points of pricing expansion. We were impressed with the firm's performance, and we are maintaining our above-market fair value estimate.
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.
Nov 2, 2011
Pfizer Reports Decent Third-Quarter Results; Loss of Exclusivity on Blockbuster Drug Lipitor Concerning
All things considered, we're less than thrilled with Pfizer. The firm will be losing exclusivity on its $10-billion-per-year blockbuster drug Lipitor at the end of November, and its earnings-per-share expansion is largely driven by buybacks. Though its valuation is compelling, there are better opportunities out there.
Oct 28, 2011
Visa Provides Investors with Underrated Growth Prospects
Due to a better than expected outlook for 2012, and a favorable ruling by the Fed regarding the Durbin Amendment, we think Visa is now worth $126 per share, roughly a 25% premium to where the stock currently trades.
Oct 28, 2011
Boeing Investors Need to Focus on Earnings Quality; Cash Flow Remains Weak
We dive into Boeing's third-quarter results. The flexibility of program accounting gives way too much leeway to management in setting earnings. We wouldn't read too much into the firm's increased guidance, but we do think its massive backlog supports continued strength in the aerospace supply chain.


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