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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.
Jan 20, 2012
Best Idea Intel Reports Fourth-Quarter Results; Expects Solid Sales Expansion in 2012
Intel reported fourth-quarter results that revealed 2011 as a record-breaking year for the company. Management expects 2012 to show high-single-digit sales expansion and higher gross margins on a year-over-year basis.
Jan 20, 2012
Microsoft Posts Fiscal Second-Quarter Results; Shares Remain Cheap
Microsoft reported fiscal second-quarter results that showed a slowdown in PC sales due to the Thailand flooding but operating-income improvement in its Server/Tools segment and Business Division. We maintain the firm's shares are significantly undervalued.
Jan 20, 2012
IBM Posts Solid Fourth-Quarter Results; Software Continues to Drive Performance
IBM's fourth quarter capped off a year of record earnings per share, revenue, profit, and free cash flow. Though revenue growth was modest during the period, we believe it was weighed down more by the timing of hardware product launches than any broad-based weakness. We'd be looking to pick up the shares if they fell below the lower bound of our fair value range.
Jan 20, 2012
Google's Fourth-Quarter Misses on European Weakness, Ad Pricing Declines
Google reported disappointing fourth-quarter results that showed modest earnings expansion and lower revenue from its advertisements (cost-per-click). We think such a let-down was driven by a heightened competitive environment for advertising and general weakness in Europe.
Jan 19, 2012
Best-Idea eBay Reports Fantastic Fourth-Quarter Results; Outlook Tempered, as Expected
Global e-commerce giant eBay reported fantastic fourth-quarter results that showed impressive growth in its online payment processor, PayPal. We'll be looking to add to our position in eBay in the portfolio of our Best Ideas Newsletter.
Jan 18, 2012
Lack of Winter Weather Hits Dick’s Sporting Goods and Big 5; We’re Not Fans of Either
We take a look at two sporting goods retailers. Dick's Sporting Goods' risk/reward isn't that compelling at this time, while Big 5 is getting cheap again, and its dividend could pay you to wait out the storm.
Jan 16, 2012
Valuentum's January Edition of Its Best Ideas Newsletter!
The January edition of our Best Ideas Newsletter is now available.
Jan 13, 2012
JP Morgan Posts Fourth-Quarter Results; Sees Improving Loan Demand and Credit Quality
The largest US bank, by assets, posted fourth-quarter results. Though profit faced pressure due to declining investment-banking business, underlying trends with respect to JP Morgan's loan growth and credit quality were very encouraging. The bank continues to have a fortress balance sheet.
Jan 11, 2012
Lennar's Order and Backlog Growth Impressive; Housing Market on the Mend
Homebuilder Lennar reported fourth-quarter results that showed solid increases in new home orders and backlog. Though its financial services and distressed asset management arms hurt earnings, we think the firm's results reveal a unique and long-awaited firming in housing demand.
Jan 10, 2012
WebMD Cuts Through Our Fair Value Estimate; Falls Almost 30% Today
WebMD surprised investors this morning. The company said it is no longer 'for sale', disclosed that its CEO had resigned, and warned that 2012 profits would disappoint. Our discounted cash-flow process had identified a buy-out premium in the shares, and we had been expecting a significant move lower into the high $20s based on our fair value estimate. We think WebMD's shares are fairly valued after the move.


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