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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 20, 2013
Let's Take a Victory Lap: $1,000 Is in the Cards for Google
A solid search business and new products should help lift Google in the coming years.
May 1, 2013
The May Edition of Our Dividend Growth Newsletter!
The May edition of our Dividend Growth Newsletter is now available.
Apr 25, 2013
Qualcomm’s Fall Is Baffling
Qualcomm reported strong second-quarter results and guidance, and we feel its fall is not justified.
Apr 24, 2013
Apple: Capital Allocation Can’t Shake Bearish Sentiment
Apple reported strong results AND a revamped plan for capital allocation. Still, the market doesn't seem to care.
Apr 23, 2013
Strong Headline Results From Apple
Apple will return $100 billion in cash to shareholders over the next three years, and the firm modestly exceeded consensus expectations.
Apr 23, 2013
Netflix’s Subscriber Growth Remains Fantastic
Subscriber growth at Netflix remains superb, but cash flow constraints keep us on the sidelines.
Apr 19, 2013
PC Weakness Fails to Crush Microsoft
Even though the PC sales dropped materially, Microsoft posted solid third quarter results.
Apr 17, 2013
Yahoo: The Turnaround
Yahoo's first quarter wasn't great, but the turnaround and focus on mobile has taken the spotlight.
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 9, 2013
Shares of Baidu Are Just Too Cheap
Baidu looks like a bargain. Let's dig in.


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