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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 26, 2013
Baidu Surges on Strong Results and Outlook
The Chinese search giant provided results and guidance above consensus estimates.
Jul 26, 2013
Caterpillar’s Second Quarter Performance Falls Short
Caterpillar’s second quarter results left much to be desired, and we’re not expecting a turnaround anytime soon.
Jul 25, 2013
Facebook Mobile Advertising Performs Incredibly Well
Facebook’s mobile advertising revenue grew 75% sequentially.
Jul 25, 2013
Best Idea Visa Blows Past Expectations
Visa posts yet another terrific quarter, and it remains a core position in the portfolio of our Best Ideas Newsletter.
Jul 25, 2013
Best Ideas Newsletter Holding Ford Posts a Fantastic Second Quarter
We think shares of Ford are worth north of $20.
Jul 25, 2013
Altria Posts Second Quarter Results; Earnings Outlook Raised But Volume Declines Evident
Altria posted solid second-quarter results, and we continue to like its dividend. We’re anxiously awaiting the release of its first e-cigarette, the MarkTen.
Jul 25, 2013
Broadcom’s Outlook Falls Short
Broadcom’s outlook fell short of the Street’s estimates, but the market reacted negatively to potential 4G market share losses.
Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace.
Jul 24, 2013
Apple Proves It Isn’t Dead
Though share performance has been lackluster, Apple posted strong third quarter results Tuesday afternoon. Shares look inexpensive.
Jul 24, 2013
DuPont’s Second Quarter Results Secondary to Performance Chemicals Announcement
DuPont reported mediocre earnings and tempered guidance, but the market is excited by prospects of a corporate action.


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