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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.
May 25, 2012
Tiffany Issues Weak First-Quarter Results; Cuts Full-Year Outlook
Tiffany reported disappointing first-quarter results that showed decent revenue expansion but weak bottom-line performance. Though we expect to ratchet down our near-term earnings expectations, we don't expect to make a material change to our fair value estimate.
May 24, 2012
Hewlett Packard’s Second-Quarter Results Exceed Expectations; Major Changes on the Way
Hewlett-Packard posted strong second-quarter results that came in better than consensus expectations. We're optimistic on HP's restructuring plans as well as the company's dirt cheap valuation. However, peers like Intel and Microsoft look like much more attractive investments with better growth potential and near-term catalysts. Both companies also provide investors with better, safer yields, as we think both are best-in-class in chips and enterprise software, respectively.
May 23, 2012
Ralph Lauren Posts Another Strong Quarter, Doubles Dividend
Ralph Lauren posted strong fiscal fourth-quarter results and doubled its dividend. However, the shares are fairly valued, in our opinion, and its annual yield is not yet large enough to get us excited.
May 22, 2012
Medtronic Gaining Share in the US Drug-Eluting Stent Market
Medtronic posted strong fiscal fourth-quarter results and offered a solid outlook for its fiscal 2013. We're big fans of the medical device maker's dividend-growth profile and expect the company to continue to return cash to shareholders.
May 22, 2012
Why We Like Ford More than General Motors
General Motors may have an improved balance sheet and a tremendous opportunity in China, but we still feel Ford is the better risk-adjusted way to play the recovery in global automotive demand.
May 21, 2012
Lowe's Losing Share to Home Depot; Cuts Full-Year Outlook
Lowe's reported decent first-quarter results, but same-store sales performance revealed that Home Depot may be stealing share from its smaller competitor. Lowe's also cut its full-year outlook, and we expect continued valuation downside to the low-$20s per share.
May 17, 2012
Strong First-Quarter Results from Dick’s Sporting Goods Bode Well for Athletic Apparel
Dick's Sporting Goods posted strong first-quarter results, but the potential impact from encroaching online competition remains unclear. We think Nike is a much better idea for investors looking to gain exposure to the athletic retail space.
May 17, 2012
Home Depot's US Results Show Comp Growth Trends Not Achieved in 8 Years
Home Depot's results, while disappointing to some investors, showed sales trends in the US that have not been achieved in 8 years.
May 16, 2012
Slashing Our Fair Value Estimate on Green Mountain
We've updated our view on Green Mountain Coffee Roasters.
May 14, 2012
Ancestry.com Says NBC Will Not Renew Its Television Show; We Still Like the Shares
Ancestry.com has given the shorts another reason to pile on its stock with NBC announcing that it will not renew its television show Who Do You Think You Are?. We continue to believe the shares are significantly undervalued and don't agree with the market's assessment of this firm's business model and valuation.


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