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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.
Sep 7, 2012
VeriFone Reports Mixed Third Quarter Results
Payment solutions provider Verifone reported mixed third-quarter results, and its outlook disappointed the market. However, we think shares look cheap.
Sep 6, 2012
The New Kindle Fire Won’t Change Our View of Amazon
Amazon announced the new generation of Kindle Fires, which look like excellent devices. However, we question the firm's commitment to profit.
Sep 6, 2012
Earnings Round Up
A few thoughts on H&R Block and the Men's Wearhouse after both reported earnings yesterday.
Sep 5, 2012
Will Windows 8 Be Tragic for Microsoft?
Windows 8 hasn't hit the shelves yet, but skeptics are already declaring it a collossal failure.
Sep 5, 2012
August Auto Sales Rebound in a Big Way
The US auto market continues to expand at a nice clip. Some estimate the August SAAR at a healthy 14.5 million units. We dig into the results.
Sep 4, 2012
ARM Warns about Weak Demand in the Second Half
ARM Holdings' CEO announced that it expects weak end-market demand in coming periods, but we don't think such a view will impact Apple.
Aug 31, 2012
Market Awaits Bernanke’s Speech
The market remains focused on Bernanke's Jackson Hole speech.
Aug 30, 2012
Weaker Consumer Confidence Doesn’t Impact August Retail Sales
Though consumer confidence fell in August, it didn't impact retailers. We dig into the numbers.
Aug 29, 2012
Heinz Not Playing Catch-Up
The global food company, best known for ketchup, reported decent second quarter results. We think shares are fairly valued.
Aug 29, 2012
PVH Grows…In Europe
Diversified apparel company PVH reported strong results driven by surprising strength in Europe. We think shares are fairly valued.


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