| APRA Requires Three Australian Major Banks to Hold More Operational Risk Capital. No FVE Changes |
Westpac Banking Corp (WBK)
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06:15 PM |
| No Signs of Recession in American Express' 2Q |
American Express Co (AXP)
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07/19/2019 |
| Agilent and Waters Remain the Only Wide Moats in the Life Sciences/Diagnostics Industry |
Agilent Technologies Inc (A)
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07/19/2019 |
| Agilent and Waters Remain the Only Wide Moats in the Life Sciences/Diagnostics Industry |
Waters Corp (WAT)
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07/19/2019 |
| Manpower Reports a Mixed 2Q as Europe Continues To Be a Challenge; Maintaining Our $87 FVE |
ManpowerGroup Inc (MAN)
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07/19/2019 |
| Soft Customer Growth Hits Millicom’s 2Q as Acquisitions and Integration Remain in Focus |
Millicom International Cellular SA (TIGO)
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07/19/2019 |
| Regions Financial Uses Hedging and Deposit Pricing to Offset Effects of Expected Rate Cuts |
Regions Financial Corp (RF)
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07/19/2019 |
| Synchrony's Higher Growth Offset by Lower Net Interest Margins |
Synchrony Financial (SYF)
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07/19/2019 |
| Fee Pressure Trumps Positive Flows in BlackRock's 2Q; Keeping Our $495 FVE in Place |
BlackRock Inc (BLK)
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07/19/2019 |
| Gentex's Second Quarter Shows It Remains in Good Shape While Buybacks Fuel EPS Growth |
Gentex Corp (GNTX)
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07/19/2019 |
| NVR's 2Q Results Beat Consensus Expectations; Solid New Order Growth Points to Firming Demand |
NVR Inc (NVR)
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07/19/2019 |
| Raising our Scotts Miracle Gro FVE to $100 on Improved Hawthorne Outlook; Shares Fairly Valued |
The Scotts Miracle Gro Co (SMG)
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07/19/2019 |
| State Street Focusing on Expenses as an EPS Lever |
State Street Corporation (STT)
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07/19/2019 |
| Capital One Continues to Benefit From Solid Underwriting and Technology Initiatives |
Capital One Financial Corp (COF)
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07/19/2019 |
| Sensient Technologies Issues Soft 2Q Results and Cuts Guidance; Our Long-Term Outlook Remains Intact |
Sensient Technologies Corp (SXT)
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07/19/2019 |
| Autoliv Reports Disappointing 2Q, Reduces 2019 Guidance; Maintaining $80 FVE |
Autoliv Inc (ALV)
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07/19/2019 |
| PepsiCo Serves Up an Increased Presence in Africa With Pioneer Foods Deal; Shares Fairly Valued |
PepsiCo Inc (PEP)
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07/19/2019 |
| PPG Faces Volume, Currency Headwinds in 2Q; Reducing FVE to $85 on Revised Long-Term Outlook |
PPG Industries Inc (PPG)
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07/19/2019 |
| We Relaunch Coverage of Deutsche Bank; the New Restructuring Plan Looks Ambitious to Us |
Deutsche Bank AG (DB)
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07/19/2019 |
| Asahi Goes Down Under, but Deal Looks Marginally Better for AB InBev |
Anheuser-Busch InBev SA/NV (BUD)
|
07/19/2019 |
| Microsoft Firing on All Cylinders; Azure Continues to Shine; Increasing FVE to $155 |
Microsoft Corp (MSFT)
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07/18/2019 |
| PMI Delivers Another Strong Quarter; We Remain Bullish |
Philip Morris International Inc (PM)
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07/18/2019 |
| Dover Continues to Perform According to Our Long-Term Expectations |
Dover Corp (DOV)
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07/18/2019 |
| Rate Cuts Present Surmountable Headwinds For M&T; FVE $154 |
M&T Bank Corp (MTB)
|
07/18/2019 |
| Morgan Stanley's Conservatism Should Lead To Less Disappointment |
Morgan Stanley (MS)
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07/18/2019 |
| Nucor's Margin Profile Converging With Our Long-Term Outlook; Cutting FVE on Lower Near-Term Profits |
Nucor Corp (NUE)
|
07/18/2019 |
| Crown Castle's Strong 2Q Results Driven by Lower-Quality Revenue; No Change to Our Fiber Skepticism |
Crown Castle International Corp (CCI)
|
07/18/2019 |
| Another Beat-and-Raise Quarter for UnitedHealth; Shares Remain Attractive |
UnitedHealth Group Inc (UNH)
|
07/18/2019 |
| Sonoco's Shares Remain Overvalued Following Lackluster Second Quarter; Maintaining $42 FVE |
Sonoco Products Co (SON)
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07/18/2019 |
| Loan Growth Continues To Be a Strength for SunTrust in the Second Quarter |
SunTrust Banks Inc (STI)
|
07/18/2019 |
| 2Q Results Illustrate the Resiliency of the New York Office Market; We Raise Our FVE to $105 |
SL Green Realty Corp (SLG)
|
07/18/2019 |
| Slowing Cloud Bookings, Trade Concerns Trip Up SAP; Maintaining FVE of 116 EUR |
SAP SE (SAP)
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07/18/2019 |
| BB&T Cruises Through 2Q, With Exceptional Growth in Insurance Fees; Rate Cuts on the Horizon |
BB&T Corp (BBT)
|
07/18/2019 |
| Productivity Product Slowdown Doesn’t Change Our Positive Honeywell Thesis |
Honeywell International Inc (HON)
|
07/18/2019 |
| Snap-on Delivers Solid 2Q Despite Headwinds in Europe and Slow Sales of Diagnostic Tools |
Snap-on Inc (SNA)
|
07/18/2019 |
| Sluggish European Results Don't Alter Our Long-Term Outlook for Genuine Parts; Shares Trade Fairly |
Genuine Parts Co (GPC)
|
07/18/2019 |
| Healthy Second-Half 2019 Demand for Industry Bellweather Taiwan Semiconductor; Shares Overvalued |
Taiwan Semiconductor Manufacturing Co Ltd (TSM)
|
07/18/2019 |
| Weak European Food Results Weigh on an Otherwise Decent 2Q for Crown |
Crown Holdings Inc (CCK)
|
07/18/2019 |
| Ugly 2Q for Alliance Data Systems, but Still Immensely Profitable |
Alliance Data Systems Corp (ADS)
|
07/18/2019 |
| Danaher Increases 2019 Outlook Slightly, but No Changes Expected to Its Moat or FVE |
Danaher Corp (DHR)
|
07/18/2019 |
| Novartis Posts Strong 2Q, Boosted by Sales Gains From High-Margin Drugs and Recent Launches |
Novartis AG (NVS)
|
07/18/2019 |
| Alcoa Reports Another Adjusted Loss in 2Q; Lowering Our FVE to $22 on Lower Near-Term Profits |
Alcoa Corp (AA)
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07/18/2019 |
| Strong Loan Growth for PNC Should Help Balance Out Rate Pressures in 2019 |
PNC Financial Services Group Inc (PNC)
|
07/18/2019 |
| Kinder Looks to Permian Basin and Natural Gas Demand for Growth |
Kinder Morgan Inc (KMI)
|
07/18/2019 |
| Marketplace Enhancements and Portfolio Moves Offer Catalysts but eBay's Long-Term Outlook Muted |
eBay Inc (EBAY)
|
07/18/2019 |
| Seattle Genetics Submits Enfortumab Vedotin for FDA Approval; Solid Adcetris Sales in 2Q |
Seattle Genetics Inc (SGEN)
|
07/17/2019 |
| Netflix Posts Weak 2Q Subscriber Growth; Marginal U.S. Subs Will Continue to Be Harder to Add |
Netflix Inc (NFLX)
|
07/17/2019 |
| IBM’s Mixed Performance Continues; Red Hat Remains Beacon of Opportunity; Shares Near Fair Value |
International Business Machines Corp (IBM)
|
07/17/2019 |
| America Movil Posts Solid Results as Mexican Wireless Pricing Firms |
America Movil SAB de CV (AMX)
|
07/17/2019 |
| America Movil Posts Solid Results as Mexican Wireless Pricing Firms |
America Movil SAB de CV (AMOV)
|
07/17/2019 |