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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.
Nov 22, 2015
Same Stories Prevail at Walmart and Target
Retailers have faced some difficulties in 2015, and we continue to point to two familiar story lines at Walmart and Target.
Nov 11, 2015
5 Reasons to Consider Not Owning McDonald’s
Let’s walk through reasons why we don’t think the fast-food giant will be an outperformer in coming years.
Oct 23, 2015
Alphabet (Google) and eBay Power Best Ideas Newsletter Portfolio!
Let’s get an update on Yahoo, eBay, Amazon, and Alphabet (Google). We couldn’t be more pleased with recent developments.
Oct 14, 2015
Bellwether Snapshot: Walmart, Boeing, CSX
The news hasn’t been great for several industry bellwethers, but some developments are more serious than others.
Sep 4, 2015
Unemployment Rate Falls to 5.1%! Great Times in America!
Historical economic data doesn’t drive the stock market, unfortunately.
Aug 18, 2015
Dark Days Ahead for Walmart?
The big box retailer’s best days may be behind it.
Jul 2, 2015
eBay – PayPal Split
Best Ideas Newsletter portfolio holding eBay is shedding its payments business, PayPal in mid-July. Let’s take a look at the coming split and its implications.
Jun 16, 2015
Target-CVS Agreement: What It Really Means
Target and CVS recently signed a major partnership, but a Best Ideas Newsletter portfolio holding may benefit the most from the agreement. Let’s take a closer look at effects of the deal.
Jun 15, 2015
The Under-reported Story: The Presence of Avian Influenza May Be the “New Norm”
A recent outbreak of the bird flu in Midwestern states has driven egg prices higher.
May 21, 2015
Target or Walmart?
It may not matter. Both have questionable prospects over the long haul.


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