| Antero Sees NGL Pricing Uplift From Mariner East 2 |
Antero Resources Corp (AR)
|
05/24/2019 |
| Ratcheting Up Our Laredo FVE After Closer Look at 1Q Results |
Laredo Petroleum Inc (LPI)
|
05/24/2019 |
| Secular Tailwinds and Execution Continue to Drive Splunk Beat-and-Raise Cadence; Maintain FVE |
Splunk Inc (SPLK)
|
05/23/2019 |
| DXC Delivers Solid 4Q Performance; Digital Agenda Remains a Priority; Shares at Sizable Discount |
DXC Technology Co (DXC)
|
05/23/2019 |
| Commercial Printing and Desktop PC Strength Keep HP Level in 2Q; Maintaining $22 FVE |
HP Inc (HPQ)
|
05/23/2019 |
| Hybrid IT and Intelligence Edge Weakness Drag HPE's 2Q; Maintaining FVE of $15 |
Hewlett Packard Enterprise Co (HPE)
|
05/23/2019 |
| Autodesk Constructs a Synergistic 1Q Though Revenue at Low End; Shares Trading at a Premium |
Autodesk Inc (ADSK)
|
05/23/2019 |
| Decent 2Q for Toronto Dominion; Hoping More Growth Will Materialize With Heightened Investments |
The Toronto-Dominion Bank (TD)
|
05/23/2019 |
| Intuit Reports Good 3Q; Online Momentum Propels Healthy Midterm Outlook; Shares at a Premium |
Intuit Inc (INTU)
|
05/23/2019 |
| Ladies Apparel Remains Sluggish for Ross, but Our Long-Term Outlook Is Unchanged |
Ross Stores Inc (ROST)
|
05/23/2019 |
| SQM Shares Look Compelling Following Sell-Off Despite Our Reduced Near-Term Expectations |
Sociedad Quimica Y Minera De Chile SA (SQM)
|
05/23/2019 |
| Initiating Coverage of Cimarex Energy With $75 FVE |
Cimarex Energy Co (XEC)
|
05/23/2019 |
| Narrow-Moat Hormel Expects Further Cost Pressure; Shares Modestly Overvalued |
Hormel Foods Corp (HRL)
|
05/23/2019 |
| Overall Another Solid Quarter for Royal Bank of Canada; Expense Growth Should Moderate in 3Q and 4Q |
Royal Bank of Canada (RY)
|
05/23/2019 |
| Initiating Coverage of Parsley Energy With $18 FVE |
Parsley Energy Inc (PE)
|
05/23/2019 |
| Best Buy Starts Fiscal 2020 on Strong Note, but Tariffs Likely to Curb Near-Term Upside Potential |
Best Buy Co Inc (BBY)
|
05/23/2019 |
| Management Meeting: Grid Upgrades, Offshore Wind Different Paths to Growth for Eversource |
Eversource Energy (ES)
|
05/23/2019 |
| Management Meeting: Xcel Plotting Path Toward Carbon-Free Goal |
Xcel Energy Inc (XEL)
|
05/23/2019 |
| Fair Value Estimate on VF Reduced on Kontoor Spin and Lowered 2020 Forecast; Shares Overvalued |
VF Corp (VFC)
|
05/23/2019 |
| Bath & Body Provides the Silver Lining on L Brands’ Performance; Shares Undervalued |
L Brands Inc (LB)
|
05/23/2019 |
| Medtronic Wraps Up Fiscal Year With Solid Results; No Change to Our FVE |
Medtronic PLC (MDT)
|
05/23/2019 |
| Mizuho's Cost-Cutting Plans Look Laudably Aggressive, but May Not Come Soon Enough |
Mizuho Financial Group Inc (MFG)
|
05/23/2019 |
| Ctrip Reports Stellar 1Q Results |
Ctrip.com International Ltd (CTRP)
|
05/23/2019 |
| Execution Issues Hamper NetApp's 4Q; Growth Headwinds Expected; Lowering FVE to $51 |
NetApp Inc (NTAP)
|
05/22/2019 |
| Dropping Coverage of Guess |
Guess? Inc (GES)
|
05/22/2019 |
| Toll Brothers Reported Good 2Q Results, but 2019 Performance Will Likely Fall Short of Last Year |
Toll Brothers Inc (TOL)
|
05/22/2019 |
| Qualcomm Remains Shrouded in Uncertainty With Unfavorable Ruling; Negative Moat Trend Validated |
Qualcomm Inc (QCOM)
|
05/22/2019 |
| Narrow-Moat VF Reports Solid 4Q Ahead of Spin but 2020 Outlook Disappoints; Shares Overvalued |
VF Corp (VFC)
|
05/22/2019 |
| Management Meeting: Constructive Regulation Supports NJR Outlook |
New Jersey Resources Corp (NJR)
|
05/22/2019 |
| On-Track 1Q Results Leave Our Outlook in Place for Advance; Shares Trade Fairly |
Advance Auto Parts Inc (AAP)
|
05/22/2019 |
| Management Meeting: CMS Benefits From Low Political, Regulatory Risk |
CMS Energy Corp (CMS)
|
05/22/2019 |
| Digital Results Highlight a Strong Quarter for Target; Shares Trade Fairly |
Target Corp (TGT)
|
05/22/2019 |
| Barrick Offers to Acquire Rest of Acacia at a Discount to Address Ongoing Dispute With Tanzania |
Barrick Gold Corp (GOLD)
|
05/22/2019 |
| NASCAR's $45 Offer Should Seal the Deal on International Speedway Going Private |
International Speedway Corp (ISCA)
|
05/22/2019 |
| Capital Markets Improve, but Heightened Investment Hits Expenses for Canadian Imperial Bank |
Canadian Imperial Bank of Commerce (CM)
|
05/22/2019 |
| Lowe's Delivers Solid Comps but Weak Pricing, Leading to Reduced Profit Outlook for 2019 |
Lowe's Companies Inc (LOW)
|
05/22/2019 |
| Analog Devices' Ceased Shipments to Huawei Won't Be Catastrophic in the Near Term; Maintain $98 FVE |
Analog Devices Inc (ADI)
|
05/22/2019 |
| Lackluster Assortment Leads to Underwhelming 1Q Results for Urban Outfitters; Shares Inexpensive |
Urban Outfitters Inc (URBN)
|
05/22/2019 |
| Dropping Coverage of Embraer |
Embraer SA (ERJ)
|
05/21/2019 |
| Dropping Coverage of Spirit AeroSystems |
Spirit AeroSystems Holdings Inc (SPR)
|
05/21/2019 |
| Dropping Coverage of L3 Technologies |
L3 Technologies Inc (LLL)
|
05/21/2019 |
| Dropping Coverage of TransDigm |
TransDigm Group Inc (TDG)
|
05/21/2019 |
| Dropping Coverage of Textron |
Textron Inc (TXT)
|
05/21/2019 |
| Narrow-Moat Nordstrom Opens 2019 With Weak Sales; Shares Undervalued |
Nordstrom Inc (JWN)
|
05/21/2019 |
| Downgrading CBRE and JLL Moat Ratings to Narrow After Taking a Fresh Look at Real Estate Services |
Jones Lang LaSalle Inc (JLL)
|
05/21/2019 |
| Downgrading CBRE and JLL Moat Ratings to Narrow After Taking a Fresh Look at Real Estate Services |
CBRE Group Inc (CBRE)
|
05/21/2019 |
| Weak Top-Line Growth Continues to Affect Eaton Vance's Profitability; Lowered FVE to $43 per Share |
Eaton Vance Corp (EV)
|
05/21/2019 |
| No-Moat Kohl’s Opens 2019 With Soft Sales and No Momentum; Shares Undervalued |
Kohl's Corp (KSS)
|
05/21/2019 |
| On-Track Start to Fiscal 2020 Leaves Our Outlook in Place for TJX; Shares Slightly Rich |
TJX Companies Inc (TJX)
|
05/21/2019 |
| Lockheed Martin Remains Under Review; Transferring Coverage in June |
Lockheed Martin Corp (LMT)
|
05/21/2019 |