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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.
Jun 28, 2013
DirecTV to Correct Overstated Subscriber Numbers
DirecTV’s Sky Brasil unit inflated customer account numbers, but DirecTV will correct the error. It appears to have no impact on profitability, or even revenue.
Jun 28, 2013
Precision Castparts Scoops Up Permaswage; Commercial Aircraft Orders Keep Rolling In
Best Ideas Newsletter portfolio holding Precision Castparts bolsters its offering by adding Permaswage to its product suite. Commercial aircraft orders continue to advance at a rapid pace.
Jun 27, 2013
Dish Won’t Go to War Over Clearwire; What’s Next?
News hit the tape that Dish Network would end its pursuit for Clearwire. What's next?
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 26, 2013
Verizon Might Jump Into Canada
With a bid valuing Wind Mobile at $700 million, Verizon looks to push its boundaries northward.
Jun 26, 2013
Weak Food Sales Spoil Walgreens’ Third Quarter
Walgreens suffered from weak front-end same-store sales growth during its third quarter. Did Tuesday’s fall provide an entry point?
Jun 26, 2013
For-Profit Education Stocks Keep Falling: We’re Still Not Touching the Industry
We continue to believe the risks of for-profit education stocks are too great.
Jun 25, 2013
Poor Weather Punishes Sonic
Fast-food restaurant Sonic struggled to battle cold weather in its third quarter. We think shares look fairly valued.
Jun 24, 2013
China Trouble: Plenty of Pain to Go Around
Credit conditions in China reinforce our decision to add protection to the portfolio of our Best Ideas Newsletter.
Jun 24, 2013
Rio Tinto Doesn’t Sell Its Diamond Business
With no attractive offers, Rio Tinto decides to hold onto its diamond business.


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