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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.
Sep 8, 2012
Lululemon Surges on Strong Earnings
Athletic retailer Lululemon reported fantastic earnings and issued upwardly revised guidance. We like the company, but not the shares at current prices.
Sep 7, 2012
Smith & Wesson Blows Away Estimates
Gun manufacturer Smith & Wesson reported strong first-quarter earnings. Shares are up well over 200% since we first highlighted the stock as undervalued.
Sep 7, 2012
Intel’s Guidance Cut Comes As No Surprise
Slowing PC demand continues to weigh on Intel. We still believe shares are a bargain.
Sep 7, 2012
VeriFone Reports Mixed Third Quarter Results
Payment solutions provider Verifone reported mixed third-quarter results, and its outlook disappointed the market. However, we think shares look cheap.
Sep 6, 2012
The New Kindle Fire Won’t Change Our View of Amazon
Amazon announced the new generation of Kindle Fires, which look like excellent devices. However, we question the firm's commitment to profit.
Sep 6, 2012
Earnings Round Up
A few thoughts on H&R Block and the Men's Wearhouse after both reported earnings yesterday.
Sep 5, 2012
Finisar’s Outlook Disappoints
Telecommunications equipment provider Finisar reported weak first-quarter results and issued even weaker guidance.
Sep 5, 2012
FedEx Reduces Guidance on Weak Growth
FedEx reduced its earnings guidance range, citing weak global demand. We think shares remain fairly valued.
Sep 5, 2012
Will Windows 8 Be Tragic for Microsoft?
Windows 8 hasn't hit the shelves yet, but skeptics are already declaring it a collossal failure.
Sep 5, 2012
August Auto Sales Rebound in a Big Way
The US auto market continues to expand at a nice clip. Some estimate the August SAAR at a healthy 14.5 million units. We dig into the results.



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