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Feb 14, 2013
Buffett Fires the Elephant Gun and Acquires Heinz
Berkshire and 3G Capital acquire Heinz for $28 billion. Let’s take a look. Feb 10, 2013
Best Ideas Portfolio Holding eBay Flashed a VBI of 10 and Has Never Looked Back
We continue to receive positive data points supporting eBay's strengthening fundamentals. Feb 9, 2013
McDonald’s January Shows Consumers Aren’t Loving It
Product innovation and sales are slowing at McDonald’s. Feb 7, 2013
Best Idea Portfolio Holding Visa Is Off to a Fantastic Start in 2013
Visa’s first quarter was terrific. Let’s take a closer look. Feb 6, 2013
As Anticipated, Emerson Sees Huge First Quarter Gains
Dividend Growth portfolio holding Emerson starts off 2013 with great first quarter results. Feb 4, 2013
Mattel Posts Strong Fourth Quarter; Raises Dividend
Mattel posted solid fourth-quarter results, but shares look fairly valued. Feb 3, 2013
MasterCard Posts Terrific Fourth Quarter Results
Another solid quarter posted by MasterCard. Feb 1, 2013
Delays from Asia Pressure Earnings at Potash
India and China want more potash, but only at lower prices, which has weighed on Potash’s earnings. Feb 1, 2013
Qualcomm’s First Quarter was Fantastic
Qualcomm remains one of the best plays on global smartphone growth. Jan 30, 2013
Boeing's Fourth Quarter Supports Our Thesis on Aerospace
Though we don't feel comfortable owning the airframe makers, we're big fans of key players in the aerospace supply chain.
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