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Jan 31, 2014
Evaluating the Outlook for Defense Stocks
A valuation-driven pullback in defense shares coupled with dividend expansion should be expected in 2014. Jan 30, 2014
Sign of the Times: Facebook Soars, Yahoo Sours
Facebook continues to impress, while Yahoo can’t seem to turn the corner. Jan 29, 2014
Boeing’s Fourth-Quarter Results Were Disappointing But We’re Not Worried about the Strength of Commercial Aerospace
The sell-off in shares of Boeing should have been expected. The aerospace giant’s share price was ahead of its fundamentals, which remain strong. We’re not worried about the strength of commercial aerospace at all. Jan 29, 2014
Surveying the Outlooks of a Few Industrial Companies
Let’s take a look at how the backbone of the industrial economy is performing. Jan 29, 2014
Housing Remains Resilient; D.R. Horton Says Has “Pricing Power”
We liked what we saw in D.R. Horton’s quarterly results: pricing power and sales acceleration. Jan 28, 2014
Ford’s Pension Under-fundedness Under Control; Magnitude of Stock Price Multiple Discount Unwarranted Even After Considering Operational (cyclicality) and Financial (Ford Motor Credit) Risks
Ford has been a solid performer in the portfolio of the Best Ideas Newsletter. Though 2014 may not be its best year, we think the best times at the company are still ahead of it. A sub-10 trailing earnings multiple is too harsh, even after considering operational (cyclicality) and financial (Ford Motor Credit) risks. Jan 28, 2014
5 Steps to Understand Why Apple Is Cheap; Shares Continue to Be Unfairly Weighed Down By ‘Palm Pilot’, “Moto Razr” and “Blackberry’ Memories
For Apple to be fairly valued at its after-hours price, normalized earnings per share would have to be assumed to be about $20 per annum, half of Apple’s current annual earnings of $40+ per share. We think normalized earnings at the iPad maker are much higher than what the market is giving it credit for, especially considering the promising ideas in its product pipeline. We’ve raised our fair value estimate of Apple to $680 per share thanks to the time value associated with rolling our model one year forward, offset in part by a slightly lower growth trajectory following fiscal 2014 first quarter results (ending December 28, 2013). We continue to like shares. Jan 27, 2014
Caterpillar’s Fourth-Quarter Performance Is Better Than Feared; Free Cash Flow Significantly Improved
Caterpillar’s dealer network offers it significant competitive advantages, but mining demand trends remain abysmal. Jan 27, 2014
Surveying Fourth Quarter Earnings at Health Care Firms
Though it may be difficult to focus on underlying equity fundamentals in the face of a volatile overall market environment, we think doing so is even more important under such circumstances. Let’s examine our thoughts on fourth-quarter earnings season in the health care space . Jan 26, 2014
How the Grammys Can Make You a Better Investor
This concept may be the most important in all of investing history.
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