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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.
Jul 31, 2013
Buffalo Wild Wings’ Second Quarter Was Fantastic
Best Ideas Portfolio holding Buffalo Wild Wings reported another solid quarter, demonstrating the firm’s ability to capitalize on its winning strategy.
Jul 31, 2013
With North America Saturated, Coach Needs International Growth
Coach’s core North American business isn’t growing as quickly as it used to as competitors catch up.
Jul 29, 2013
AbbVie’s Humira Continues to Drive Strong Performance; Pipeline Advances
Humira continues to drive strong performance in the second quarter, while AbbVie's pipeline advances.
Jul 26, 2013
Productivity on the Rise at Starbucks
Same-store sales continue to soar at the coffee house giant.
Jul 26, 2013
Qualcomm Rises on Strong Revenue Growth
Qualcomm easily exceeded top-line estimates. We like the firm, but we would be more interested at a lower price.
Jul 26, 2013
Baidu Surges on Strong Results and Outlook
The Chinese search giant provided results and guidance above consensus estimates.
Jul 26, 2013
Caterpillar’s Second Quarter Performance Falls Short
Caterpillar’s second quarter results left much to be desired, and we’re not expecting a turnaround anytime soon.
Jul 25, 2013
Facebook Mobile Advertising Performs Incredibly Well
Facebook’s mobile advertising revenue grew 75% sequentially.
Jul 25, 2013
Altria Posts Second Quarter Results; Earnings Outlook Raised But Volume Declines Evident
Altria posted solid second-quarter results, and we continue to like its dividend. We’re anxiously awaiting the release of its first e-cigarette, the MarkTen.
Jul 25, 2013
Broadcom’s Outlook Falls Short
Broadcom’s outlook fell short of the Street’s estimates, but the market reacted negatively to potential 4G market share losses.


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