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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.
Aug 4, 2011
Kraft Posts Solid Second-Quarter Results, Raises Outlook, and Breaks Up Company
Kraft posted solid second-quarter results, upped its outlook, and decided to split up its snacks business and its North American grocery business. We like the strategic move and have added Kraft to our watch list.
Aug 3, 2011
CBS Issues Strong Second Quarter Results, Content Licensing and Distribution a Key Driver
We like the recent deals CBS has inked with Netflix and Amazon to drive future growth.
Jul 27, 2011
Under Armour's Second Quarter Earnings: Our Thesis Remains Intact - Shares Are Overvalued
Under Armour reported second-quarter results that were less than impressive, in our opinion.
Jul 26, 2011
Ignore Debt Ceiling News, Focus on Corporate Earnings
We think concerns regarding the debt-ceiling are overblown and that investors should pay more attention to corporate earnings.
Jul 25, 2011
Kimberly-Clark Posts Mixed Second-Quarter Results, Input Costs Pose Key Threat
Kimberly-Clark posted second-quarter results that revealed ongoing pressure in its cost structure. The firm remains fairly-valued, but we would not be surprised to see the firm disappoint this quarter.
Jul 24, 2011
Microsoft Posts Strong Fourth-Quarter Results, Online Business Still Drag
Microsoft posted solid fourth-quarter results, with the firm showing strong growth across almost all of its segments. We take a dive into its earnings.
Jul 23, 2011
Coke Reports Strong Second-Quarter Results
Coke's volume growth continues to be strong, and we like its international growth prospects, particularly in China and Mexico.
Jul 23, 2011
GE Posts Strong Second-Quarter Results, Industrial Orders Surge
We like GE's order outlook for its industrial businesses and see continued recovery at GE Capital.
Jul 23, 2011
IBM Puts up Fantastic Second-Quarter Results
We're impressed with IBM's performance in its second quarter.
Jul 22, 2011
United Continental and US Airways Troubled by Fuel Costs
Though United Continental and US Airways may not be in as bad of shape as AMR (American), their respective second-quarter results revealed ongoing challenges with rising fuel costs.


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