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Mar 25, 2013
Strong Iron Ore Supply Weighs on Rio Tinto
The market fears that oversupply in the iron ore market could wreak havoc on Rio Tinto's profitability. Mar 22, 2013
Nike’s Fundamental Momentum Accelerates
Nike's brand is on fire in North America, and the firm is recovering in Europe. Mar 8, 2013
McDonald’s February Shows Stabilization
After excluding a calendar shift, McDonald’s February was pretty good. Feb 28, 2013
We’re Staying Far Away From First Solar
Fourth quarter results weren’t awful, but management’s focus is out of whack. The company provided one of the most bearish comments we've ever heard on the future of the solar industry. 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
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 19, 2013
Dividend Growth Portfolio Holding Medtronic Posts Solid Third Quarter
Medtronic’s third quarter was solid. Free cash flow remains terrific. Feb 19, 2013
Michael Kors’ Third Quarter Reveals Strength
Michael Kors is stealing market share, but we aren’t interested in shares. Feb 16, 2013
2012 Was a Tough Year for Rio Tinto But the Future Looks Brighter
Rio Tinto’s 2012 was challenged, but we remain fans of the company. Feb 14, 2013
Cisco’s Strong Performance Continues in the Second Quarter
Cisco has returned to solid earnings growth, and we think the stock looks inexpensive.
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