| Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done |
Sociedad Quimica Y Minera De Chile SA (SQM)
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10:39 AM |
| Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done |
Nutrien Ltd (NTR)
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10:39 AM |
| AT&T/Warner's Planned Direct-to-Consumer Offering Likely of Limited Appeal in Proposed Form |
AT&T Inc (T)
|
07:40 AM |
| Takeaways from PMI Investor Day: ZBB Strategy Addresses Our Concerns Over Peak Tobacco Margins |
Philip Morris International Inc (PM)
|
03:00 AM |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Teck Resources Ltd (TECK)
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10/14/2018 |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Anglo American PLC (NGLOY)
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10/14/2018 |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Vale SA (VALE)
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10/14/2018 |
| PNC Sees Only Modest Loan Growth; Expenses Continue to Grow in Line With Revenue |
PNC Financial Services Group Inc (PNC)
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10/12/2018 |
| Citi on Track to Meet Targets; Maintaining Our FVE |
Citigroup Inc (C)
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10/12/2018 |
| Small Additional Legal Accrual for Wells, but Expenses Remain on Target for Longer-Term Decrease |
Wells Fargo & Co (WFC)
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10/12/2018 |
| JPMorgan Continues Strong Results in 3Q; We Are Increasing Our FVE |
JPMorgan Chase & Co (JPM)
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10/12/2018 |
| FMC Completes Spin-Off of Minority Stake in Lithium Business; No Changes to Our Outlook |
FMC Corp (FMC)
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10/12/2018 |
| We're Cutting Our Sprint FVE on a Weaker Outlook for the Stand-Alone Business |
Sprint Corp (S)
|
10/11/2018 |
| We've Increased Our T-Mobile Fair Value Estimate to $76 |
T-Mobile US Inc (TMUS)
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10/11/2018 |
| Delta Shares Fly High After Third-Quarter Earnings Beat; Slight Raise to Fair Value Estimate |
Delta Air Lines Inc (DAL)
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10/11/2018 |
| Raising Our Celgene Fair Value Estimate to $116 on Pipeline Conviction Amid Bearish Sentiment |
Celgene Corp (CELG)
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10/11/2018 |
| Fluor Warns 3Q Results Will Be Weaker Than the Market Expects; We Decrease Our FVE Slightly |
Fluor Corp (FLR)
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10/11/2018 |
| Walgreens Reports a Mixed 4Q as Headwinds Continue to Pressure Its Operations |
Walgreens Boots Alliance Inc (WBA)
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10/11/2018 |
| Concerns About Chinese Demand Bring Luxury Valuations Closer to Our FVEs; Richemont Attractive |
The Swatch Group AG (SWGAY)
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10/11/2018 |
| Concerns About Chinese Demand Bring Luxury Valuations Closer to Our FVEs; Richemont Attractive |
Tiffany & Co (TIF)
|
10/11/2018 |
| Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value |
Rio Tinto PLC (RIO)
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10/10/2018 |
| Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value |
BHP Billiton PLC (BBL)
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10/10/2018 |
| Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value |
BHP Billiton Ltd (BHP)
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10/10/2018 |
| TransDigm Lands a Big One: Esterline to Be Acquired for $4 Billion |
TransDigm Group Inc (TDG)
|
10/10/2018 |
| Adobe Remains a Creative Software King; Raising FVE to $300 |
Adobe Inc (ADBE)
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10/10/2018 |
| Adient Looks Cheap to Us, but Risks Around Timing of Restructuring and New CEO's Plan Remain |
Adient PLC (ADNT)
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10/10/2018 |
| Strong Top-Line Growth Continues During Fastenal's 3Q; Operating Margin Improves |
Fastenal Co (FAST)
|
10/10/2018 |
| Starbucks Remains One of Our Top Ideas in Restaurants, and We Agree with Ackman's Investment Case |
Starbucks Corp (SBUX)
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10/10/2018 |
| Ongoing Strong Execution at Dollar General Boosts Our Optimism, but Shares Appear Fairly Valued |
Dollar General Corp (DG)
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10/09/2018 |
| Align's Intangible Assets Warrant a Narrow Moat, but Patent Expirations Imply a Negative Trend |
Align Technology Inc (ALGN)
|
10/09/2018 |
| Family Dollar's Challenges Damp Our Moat Assessment for Dollar Tree |
Dollar Tree Inc (DLTR)
|
10/09/2018 |
| Caterpillar's Restructuring Produces Significant Gains |
Caterpillar Inc (CAT)
|
10/09/2018 |
| Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper |
Packaging Corp of America (PKG)
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10/09/2018 |
| Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper |
International Paper Co (IP)
|
10/09/2018 |
| Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper |
WestRock Co (WRK)
|
10/09/2018 |
| D.R. Horton's Preliminary 4Q Home Deliveries Miss Not a Reason for Investors to Panic |
D.R. Horton Inc (DHI)
|
10/09/2018 |
| American Airlines Updates Guidance; We Maintain Our $44 Fair Value Estimate |
American Airlines Group Inc (AAL)
|
10/09/2018 |
| PPG's 3Q Earnings Warning Sends Shares Lower; Maintaining $103 FVE |
PPG Industries Inc (PPG)
|
10/09/2018 |
| WPP Loses Ford Creativity to Omnicom, but Volkswagen Opportunity Remains; Both Stocks Undervalued |
Omnicom Group Inc (OMC)
|
10/09/2018 |
| WPP Loses Ford Creativity to Omnicom, but Volkswagen Opportunity Remains; Both Stocks Undervalued |
WPP PLC (WPP)
|
10/09/2018 |
| Ensco-Rowan Merger Signals Potential Shift in Offshore Drilling, but Our FVE Is Unchanged for Now |
Rowan Companies PLC (RDC)
|
10/09/2018 |
| Ensco-Rowan Merger Signals Potential Shift in Offshore Drilling, but Our FVE Is Unchanged for Now |
Ensco PLC (ESV)
|
10/09/2018 |
| Aviva CEO Mark Wilson Steps Down |
Aviva PLC (AVVIY)
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10/09/2018 |
| Wide-Moat Blackbaud Cuts Near-Term Outlook; Lowering FVE to $102 |
Blackbaud Inc (BLKB)
|
10/08/2018 |
| Norsk Hydro Receives Key Authorization for Alunorte Facility; FVE Unchanged |
Alcoa Corp (AA)
|
10/08/2018 |
| Third-Quarter Senior Housing Numbers Lower Our FVE but also Uncertainty for Welltower |
Welltower Inc (WELL)
|
10/08/2018 |
| Millicom to Enter Panama With Cable Onda Acquisition; Maintaining FVE, Shares Undervalued |
Millicom International Cellular SA (MIICF)
|
10/08/2018 |
| IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact |
Bayerische Motoren Werke AG (BMWYY)
|
10/08/2018 |
| IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact |
Tesla Inc (TSLA)
|
10/08/2018 |
| IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact |
General Motors Co (GM)
|
10/08/2018 |