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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 9, 2014
Alcoa's First Quarter Results: The Most Important Slide
Let's examine Alcoa's outlook for the respective end markets that it serves.
Apr 9, 2014
Ford’s Opportunity in China
Ford continues to execute nicely in China.
Apr 3, 2014
Our Notes from Buffalo Wild Wings’ 2014 Analyst Day
Let’s examine our notes from Best Ideas portfolio holding Buffalo Wild Wings’ 2014 analyst day.
Apr 1, 2014
Apr 1, 2014
General Electric and Johnson & Johnson Shed Assets
We like it when companies streamline and optimize operations, and two dividend growth gems are doing just that.
Mar 20, 2014
Carl Icahn Wants eBay to Spin Off PayPal in an IPO
We continue to like Icahn’s involvement in eBay’s shares.
Mar 17, 2014
Mar 14, 2014
The Markets Go Down…Sometimes
Let’s walk through the reasons behind today's market pullback and how to frame it.
Mar 10, 2014
Iron Ore Prices Plunge
China’s export news punishes iron ore prices. It should be no surprise, however, that commodity prices are volatile.
Mar 3, 2014
Big Tobacco, Brewers Want to Continue Consolidation; Altria to Benefit
Altria will benefit in two distinct ways from consolidation across and within ‘sin’ stocks.



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