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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.
Aug 5, 2012
OpenTable Posts a Strong Second Quarter
Online reservation booking company OpenTable reported a strong second quarter, but we don't think the firm is immune from competition. We're not fans of its valuation.
Aug 3, 2012
Synaptics Surges on iPhone Rumors
Synaptics surged on rumors that some of its technology will be included in the iPhone 5. We like the shares at current levels and are strongly considering them for addition to our Best Ideas portfolio.
Aug 3, 2012
LinkedIn’s Results Suggest It’s the New Job Hotspot
LinkedIn's second quarter results highlight the popularity of the hiring website, but we think the valuation is simply too high.
Aug 3, 2012
Procter & Gamble Reaffirms Decent Guidance After Solid Fourth Quarter
Dividend growth gem Procter & Gamble reported solid fourth-quarter results and reaffirmed decent guidance for its 2013 fiscal year. We hold the name in the portfolio of our Dividend Growth Newsletter and will continue to do so.
Aug 3, 2012
July Retail Same-Store Sales Trends Look Positive
With the exception of Abercrombie, July same-store sales were pretty good.
Aug 2, 2012
Mixed Results in the Alcohol Sector
Beam and Boston Beer reported second quarter results this week. We think both companies are overvalued.
Aug 2, 2012
International Weakness Weighs on Kellogg’s Otherwise Solid Second Quarter
Food giant Kellogg reported a decent second quarter in spite of weakness abroad. We aren't fans of the company or its dividend growth potential at this time.
Aug 2, 2012
Comcast Generates Tons of Cash in Its Second Quarter
Cable provider and owner of NBCUniversal, Comcast reported a strong second quarter. Though the business generates gobs of cash flow, we think it's fairly valued at this time.
Aug 2, 2012
Problems at Green Mountain Coffee Roasters Are Brewing
Keurig-maker Green Mountain Coffee Roasters' results weren't as awful as its outlook. We aren't at all interested in the firm.
Aug 2, 2012
Is First Solar on the Rebound?
First Solar's second quarter results were stronger than expected, but we still do not like the solar industry.


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