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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.
May 6, 2013
Facebook and LinkedIn Early In Monetization; Neither a Bargain
Facebook and LinkedIn have potential, but we think Google is more of a bargain.
May 2, 2013
Intel’s New Management Team Looks Fit for the Challenge
Intel's new management team will feature a software person and a hardware person. We like the choices.
Apr 17, 2013
Intel Struggles With The PC Market Slumping
Intel's first quarter wasn't great, but we think there are plenty of positive takeaways.
Apr 4, 2013
March Auto Roundup
Let's take a look at March auto sales in the US.
Mar 12, 2013
Gross Margins Recovering But Still Down At Urban Outfitters
FY2013 was stronger than FY2012, but profitability still has a ways to go to return to FY2011 levels.
Mar 7, 2013
Who’s Amazon’s Next Victim?
Placed, a consumer research firm, released a compelling list of companies at risk because of Amazon. Let’s take a look at the list.
Mar 1, 2013
The Good, The Bad, and The Ugly: Macy’s, Kohl’s and JC Penney
Let’s dive into the performance of department stores in the vital fourth quarter.
Feb 19, 2013
Michael Kors’ Third Quarter Reveals Strength
Michael Kors is stealing market share, but we aren’t interested in shares.
Feb 9, 2013
LinkedIn Surges on Terrific Revenue Growth
LinkedIn continues to be a darling in the social media space, but we think shares are expensive.
Feb 9, 2013
McDonald’s January Shows Consumers Aren’t Loving It
Product innovation and sales are slowing at McDonald’s.


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