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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 20, 2013
Why Valuation (Still) Matters: The Homebuilders
Shares of several homebuilders have fallen drastically as a result of higher interest rates and tough comparisons. Is the sector now undervalued?
Aug 15, 2013
What’s Going on in the Time Warner-CBS Battle?
Let’s take a look at how the blackout could impact the industry landscape.
Aug 2, 2013
DirecTV’s “Miss” Mostly a Currency Issue
DirecTV is a cash cow, and we expect consolidation to benefit the industry.
Jul 8, 2013
Fourth of July Weekend Highlights the New Norm for Disney
Disney’s strategy of betting big on blockbusters is here to stay. Will Universal follow?
Jul 8, 2013
Could TV Get Competitive?
Over-the-top rights for programming could change the industry landscape.
Jun 27, 2013
Positive US Housing Data Persists; The Recovery is Real
Several positive data points were revealed this week, demonstrating the strength of the US housing market.
Jun 22, 2013
Sprint May Be Settled But What About Clearwire?
Dish Network dropped its bid for Sprint, but it has yet to respond to Sprint’s raised offer for Clearwire.
Jun 11, 2013
If Yields Go Up, Are BDCs Done For?
Let’s take a look at Main Street and the BDC sector. Shares have been weak in anticipation of higher interest rates.
Jun 6, 2013
Salesforce.com: Completing the Package
Salesforce.com rounds out its cloud marketing package, but we think the deal was pricey.


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