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Aug 8, 2013
Tyson, ConAgra, Hershey, and Cal-Maine Lead the Pack
The food products industry is a mixed bag, with mature entities struggling for modest growth and others enjoying healthy operating income increases. Recent performance has been strongest at Tyson, ConAgra, Hershey, and Cal-Maine. Let's dig in. Aug 7, 2013
Why We Didn’t Get Excited About First Solar
The solar industry’s structure will make it hard for even low-cost producers to generate economic profits. Aug 6, 2013
Exxon Misses, ConocoPhillips Raises Production, and Shell Writes Down North American Shale Assets
Let’s take a look at recent performance by the oil majors. Aug 6, 2013
Whole Foods Remains the Best Grocer
Whole Foods continues to outperform peers thanks to its focus on high-income customers and organic goods. Aug 5, 2013
Dividend Increases for the Week Ending August 2 Included Illinois Tool Works and Union Pacific
Let's take a look at the dividend increases for the week ending August 2. Aug 3, 2013
Procter & Gamble’s Fourth Quarter Reveals Lafley’s Strategy
P&G’s new (and old) CEO has us excited about the firm’s dividend growth trajectory. Aug 1, 2013
Teva Boasts a Several Billion Dollar NTE Opportunity
Revenue potential from the launch of new therapeutic entities (NTEs) in coming years should more than offset troubles from the loss of exclusivity of Copaxone. Aug 1, 2013
Regulatory Uncertainty Once Again Strikes Visa and MasterCard
Last time regulatory uncertainty struck it provided a wonderful entry point for Visa. Will history repeat itself? Jul 31, 2013
Amgen’s Second Quarter Doesn’t Disappoint
Amgen posted a solid second quarter, but we think shares look fairly valued. Jul 31, 2013
Utilization Drives Record Profit at TAL International
The intermodal container lessor continues to capitalize on its low-risk leasing model despite a modest shipping environment.
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