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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.
Jan 24, 2014
Starbucks’ Investors Are Forgetting That Coffee Costs Can Go Back Up; Shares Lack Valuation Support
We loved Starbucks’ fiscal first-quarter results, but shares do not consider the risk of a spike in long-term coffee prices, nor do they consider a normalizing of traffic growth trends.
Jan 24, 2014
Dividend Increases/Decreases for the Week Ending January 24
Let's take a look at dividend increases/decreases for the week ending January 24.
Jan 24, 2014
SEC Proposes Barring the Chinese Units of the Big 4 Accounting Firms for 6 Months; A Washington-Beijing Scuffle; Neither Firm-Specific, Nor Is It "New" News
Though such a topic makes for great headlines, it is neither fundamental/material to our intrinsic value estimates nor does it imply any wrongdoing by any firm. We don't view this as "new" news.
Jan 24, 2014
Icahn's In-depth Letter to Apple Still Does Not Remove Time Horizon
We believe Apple's shares have valuation upside, but as we have outlined before, activist investor Carl Icahn's proposal to force Apple to buy back stock over a certain time period ("during fiscal 2014") as opposed to under a certain price (our fair value estimate) is imprudent. We encourage Icahn to further revise his proposal. Additionally, we think Icahn's valuation process is too simplistic, and we encourage him to disclose a more rigorous valuation assessment of the firm.
Jan 23, 2014
McDonald’s Operating Income Flat in Fourth Quarter
We didn’t like what we saw in McDonald’s fourth quarter. Though the dividend is not at risk of being cut, the strongest dividend growth days at McDonald’s may be behind it.
Jan 23, 2014
United Technologies, Precision Castparts Confirm Aerospace Strength
We're expecting accelerated organic top-line growth at United Technologies and Precision Castparts, and a laser-focus on cost control should augment earnings expansion at both companies even further.
Jan 23, 2014
Investors Will Continue to Be Rewarded in eBay; If Nothing Else, Icahn’s Entrance Will Drive an Upward Re-Valuation of the Equity
We don’t think it much matters whether PayPal is spun-off or not, especially now that attention has been brought to eBay’s significant underpricing on a consolidated basis. This action alone may be enough to drive rapid price-to-fair value convergence.
Jan 21, 2014
Verizon Posts Highest Adjusted EBITDA Margin in 8 years; Pro forma Debt Load Reduces Attractiveness of Idea
Verizon will need to have some of its best years going forward in order to handle its newly-acquired massive debt load. We're not sure that the global economy will cooperate.
Jan 21, 2014
Johnson & Johnson Registers Strong Fourth Quarter Performance; 2014 Outlook Conservative
We continue to like J&J’s fortress balance sheet and strong dividend growth potential.
Jan 18, 2014
GE’s Fourth Quarter Results Were Excellent
GE’s fourth quarter results were excellent, while order expansion and backlog growth were even better.


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