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Jun 20, 2012
Procter & Gamble Cuts Outlook, Still a Dividend Growth Play
Procter & Gamble cut its fourth-quarter outlook due to weak growth in developed markets and foreign exchange fluctuations. We still like the firm's dividend growth potential. Jun 19, 2012
Microsoft's 'Surface’ is No Apple Killer, But It Will Hurt Computer OEMs
Tech-giant Microsoft announced its Windows 8 tablet, "The Surface." We don't expect it to kill the iPad, but we think it's positive for Microsoft and a negative for Google and computer OEMs. Jun 19, 2012
After Collecting Millions, JC Penney President Michael Francis Resigns
Former Target Chief Marketing Officer Michael Francis resigned from his position as President at JC Penney on Monday. Francis had only been with the company since September 2011. Jun 16, 2012
AAR’s 2013 Outlook Disappoints on Defense-Related Restructuring
AAR, a leading maintenance and leasing company of aircraft, announced a weaker-than-expected 2013 outlook due to defense-related items. We still believe the shares are undervalued, but like a few of its commercial peers better. Jun 15, 2012
Video Game Sales Continue to Plummet, GameStop Down Big
Shares of video game retailer GameStop have been hit big while sales slump. We think game sales will eventually return, but long-term shifts in video game consumption might permanently impair the company. Jun 14, 2012
Jamie Dimon Testifies; We Aren’t Crazy about a Concentrated Position in Any One Bank
We recently released our reports on a number of US financial institutions. While a few register a 9 on our Valuentum Buying Index, we prefer more diversified financials exposure in the portfolio of our Best Ideas Newsletter. Jun 14, 2012
Under Armour Remains Overvalued
We dig into why we think the market is overly optimistic about Under Armour, but there are plenty of reasons why we're not re-establishing a put position on the athletic apparel company at this time. Jun 12, 2012
Michael Kors Underscores Strength in High-End Retail
The shift to luxury continues as Michael Kors reports a fantastic quarter and raises forward guidance. Jun 12, 2012
Apple's Worldwide Developers Conference
iOS 6 and the new Mac Book Pro show that Apple is ready to compete with entrenched foes. Jun 11, 2012
Red Box, YouTube, Netflix, Apple and the Future of Content Dissemination
We take a look at how recent changes in content distribution will affect some of the industry's largest players. We think Apple will be among the biggest winners.
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Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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