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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.
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
Buffalo Wild Wings' Strong Top Line, Growth Story Intact
Buffalo Wild Wings experienced strong top-line expansion in its second-quarter, but earnings came in a little light. We may add to our position in our Best Ideas portfolio if material weakness ensues.
Jul 26, 2011
UPS Posts Strong Second Quarter, But Cautious on Outlook
UPS seems pre-occupied with current economic and political conditions, and we think it may struggle to outperform in the quarters ahead.
Jul 25, 2011
Eaton Posts Solid Quarter, Ups Guidance on Margin Outlook
Eaton posted a strong second quarter. The industrials firm boosted its outlook for the remainder of the year on strength pretty much across the board.
Jul 25, 2011
CNH Posts Fantastic Quarter, Outlook for Equipment Strong
CNH Global put up some solid numbers in its second quarter and raised its full-year outlook, noting strength in construction and agricultural equipment demand.
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
Caterpillar Posts Decent Second-Quarter Results, Makes Cautionary Statements on China
We don't think Caterpillar offers investors an adequate margin of safety at this time, given integration risks and cautionary comments regarding the US and China.
Jul 23, 2011
IBM Puts up Fantastic Second-Quarter Results
We're impressed with IBM's performance in its second quarter.


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