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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 24, 2013
Taking a Look at Retail
We know Wal-Mart and Target didn’t fare too well, but how about some other retailers?
May 24, 2013
Boeing Keeps Raking in Aircraft Orders
Boeing updated its 'Orders and Deliveries' tally this week, and it showed an additional 107 new orders. We think fundamentals in the aerospace supply chain are getting more and more attractive.
May 23, 2013
More Retail Weakness—This Time It’s Target
Target’s first quarter mimicked what we heard from Wal-Mart, but shares look fairly valued.
May 23, 2013
The Market Doesn’t Go Straight Up
After the daily grind higher, the market pulls back.
May 23, 2013
Red Robin: Gradual Improvements in Core Operations
We like Red Robin’s business, but even after a solid first quarter, we aren’t interested in shares.
May 22, 2013
Microsoft Wants to Be the Apple of Your Living Room
The Xbox One looks to reinvent your living room.
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 22, 2013
Dividend Growth Gem Medtronic Is a Cash Cow
Full-year free cash flow of $4.4 billion confirms that Medtronic is a cash cow.
May 21, 2013
Housing Recovery Powers Home Depot
The US housing recovery continues to help Home Depot outperform expectations.
May 21, 2013
Campbell Soup’s Solid Results Continue
Let’s take a look at Campbell Soup’s third quarter.


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