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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.
Apr 23, 2018
Alphabet May Need to Clean Up Its Spending
Alphabet, the company formerly known as Google, put up decent first-quarter 2018 results with respect to the top line, but the company is facing a rising cost and capital-spending profile. The first quarter could have been a lot better, in our opinion. Apr 23, 2018
Market Not Overreacting to Hasbro’s Miss; Shares Up
Toy giant Hasbro turned in a poor first-quarter report April 23, but the market is not overreacting as the issues weighing on its performance are largely transient, in our view. Apr 23, 2018
Incyte’s Ongoing Disappointments and Ultragenyx’s Exciting Development
Image shown: Ultragenyx's promising pipeline of opportunities. Ultragenyx March 2018 Presentation. The pharma/biotech sector, unlike other mainline industries, is driven by the clinical data readouts on the next-gen molecules in the clinical pipeline. We have witnessed many exaggerated moves with an often-binary outcome on the smaller single molecule entities, but we also have witnessed a negligible impact on the broader, more-diverse industry behemoths. We wanted to touch on a few recent data readouts to illustrate the volatile, risky yet potentially lucrative nature of the industry. Apr 20, 2018
General Electric Gets a Boost; Honeywell Hikes Guidance
Image Source: Jeff Turner. General Electric continues to struggle, but its first quarter earnings report came in better than expected as demand across many of its business was positive. We still have no interest in shares. Meanwhile, Honeywell continues to power ahead as it raised its top- and bottom-line guidance for the full year 2018, reflecting a similarly positive demand profile. Apr 20, 2018
Reiterating Our Positive View on Apple
We continue to include Apple in both newsletter portfolios. Very few companies have the balance-sheet strength and free-cash-flow generation that Apple does. Apr 20, 2018
Dividend Increases/Decreases for the Week Ending April 20
Let's take a look at companies that raised/lowered their dividend this week. Apr 19, 2018
Procter & Gamble Pressured By Pricing
Image Source: MrTinDC. Recently transformed consumer staples giant Procter & Gamble’s fiscal 2018 third quarter report left a bit to be desired as pricing woes weighed on organic top-line performance. The company is also shifting its Consumer Health business as it has agreed to acquire Merck KGaA, Darmstadt, Germany’s Consumer Health business. Apr 19, 2018
Philip Morris Shocks the Tobacco Space But Why?
Image Source: Philip Morris. Investors are overreacting to Philip Morris’ first-quarter 2018 report, and the company is dragging the entire tobacco industry down with it. Apr 19, 2018
American Express Charges Ahead, Discover's Shares Look Cheap
Image Source: Philip Taylor. American Express delivered strong first quarter results as it begins to transition from its unique spend-centric business model, but Discover's shares may be too cheap to ignore. Apr 18, 2018
Kinder Morgan Back on Track But We're Watching Financial Statements Closely
Kinder Morgan says it is paying dividends out of internal free cash flow generation, which should remove capital-market dependency risk. Shares look attractive in the mid-teens, though we’re not in any hurry to add them to either newsletter. We’ll be watching its financial statements closely through the course of the year.
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