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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 7, 2013
Astronics Surges on Record Results
Best Ideas Newsletter holding Astronics saw a large share price jump after posting a fantastic first quarter.
May 6, 2013
Strong Earnings Powers CBS; Tony Stark Boosts Disney
Recent events bode well for both CBS and Disney.
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 3, 2013
China and North America Help Drive GM
Strong earnings from China and North America helped GM post decent first quarter results.
May 3, 2013
Dividend Growth Holding Phillips 66’s Earnings Boom
Phillips 66 capitalized on strong crack spreads and a better crude mix to drive first quarter earnings.
May 2, 2013
Visa’s Second Quarter Was Fantastic
Terrific second quarter results help reinforce our thesis behind Best Ideas Newsletter holding Visa.
May 1, 2013
The May Edition of Our Dividend Growth Newsletter!
The May edition of our Dividend Growth Newsletter is now available.
Apr 30, 2013
Gross Margins Weigh on Buffalo Wild Wings
Wing prices continue to hurt Buffalo Wild Wings' profitability, but declining wing prices and strong traffic could help drive profitability going forward.
Apr 29, 2013
Amazon's Story Doesn’t Change
Results and guidance may have fallen short of expectations, but our take on Amazon remains unchanged.
Apr 29, 2013
Don’t Get Too Floored By Lumber Liquidators’ Performance
Lumber Liquidators' business performance has been spectacular, but we contend shares are too expensive.


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