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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 28, 2013
Halliburton Sets New Revenue Record
Revenue continues to grow at Halliburton, but margins remain pressured.
Jan 28, 2013
Weak Holiday Sales from Hasbro Are a Surprise
Given a strong December, we were slightly surprised to see Hasbro’s fourth-quarter results come in light.
Jan 28, 2013
Menu Innovation Helps Drive Strong Growth at Starbucks
New products and reinvigorated stores are keeping customers coming back to Starbucks in flocks. Let’s dig into first-quarter results.
Jan 27, 2013
3M Delivers Fantastic Fourth Quarter; Feels Optimistic About China
One of the most innovative companies in our coverage universe put up one of its best quarters ever.
Jan 26, 2013
Making Another Call on Precision Castparts; Raising Our Fair Value Estimate Materially
Precision Castparts announced solid fiscal third-quarter results and offered its estimate for synergies related to the Titanium Metals deal. We expect management to deliver in a big way.
Jan 25, 2013
P&G Delivers Fantastic Results
The consumer product giant’s recent restructuring efforts have boosted profits.
Jan 25, 2013
Microsoft Remains a Terrific Company
Microsoft remains a terrific company with great cash flow, but the market wants to see it survive the shift in the PC landscape.
Jan 25, 2013
Tales from the Rails
Let’s take a look at recent earnings from the large US rail operators.
Jan 24, 2013
Bristol-Myers Squibb Beats Estimates
Bristol-Myers is doing a decent job of navigating patent losses. We’re evaluating the firm for addition to the portfolio of our Dividend Growth Newsletter.
Jan 24, 2013
Revenue Upside at Defense Contractors May Now Be Capped
Lockheed Martin and Raytheon ended 2012 with solid backlogs, but cautious commentary regarding sequestration risk leads us to believe future revenue upside (relative to expectations) may now be capped.


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