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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.
Feb 25, 2013
Changes Flow at Abercrombie & Fitch
A higher dividend and new accounting policies prevail at Abercrombie & Fitch.
Feb 23, 2013
Nordstrom Is the Best Omni-Channel Retailer
The fourth quarter strengthens our conviction in Nordstrom as the top omni-channel retailer.
Feb 22, 2013
HP’s Turnaround Plugs Along
HP’s turnaround continues, and we’re encouraged by strong cash flow and better-than-expected earnings.
Feb 22, 2013
Dividend Increases for the Week Ending February 22
The breadth of firms raising their dividends to capture investors' interest is noteworthy.
Feb 22, 2013
Wal-Mart Posts a Solid Fourth Quarter; Boosts Dividend
Wal-Mart’s fourth quarter was solid, but the first quarter is off to a slow start.
Feb 21, 2013
Demand for the Model S Looks Solid But Will Tesla Live Up to the Hype?
We recently added Tesla to our coverage universe, but we aren’t wild about the electric vehicle maker at current prices.
Feb 21, 2013
Cheesecake Factory and BJ’s Restaurants Buck the Earlier Trend
Cheesecake Factory's and BJ’s Restuarants' fourth-quarter performance is nothing to write home about, and their respective guidance is consistent with that of peers.
Feb 20, 2013
Clash of the Titans: Team Icahn Wins This Round
Fourth quarter earnings and 2013 guidance look strong at Herbalife. We think the results support Carl Icahn’s thesis.
Feb 20, 2013
Is a Casual Dining Recovery Underway?
Will strong fourth-quarter growth continue in 2013 for Texas Roadhouse and Red Robin?
Feb 19, 2013
Dividend Growth Portfolio Holding Medtronic Posts Solid Third Quarter
Medtronic’s third quarter was solid. Free cash flow remains terrific.


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