Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
APRA Requires Three Australian Major Banks to Hold More Operational Risk Capital. No FVE Changes Westpac Banking Corp (WBK) 06:15 PM
No Signs of Recession in American Express' 2Q American Express Co (AXP) 07/19/2019
Agilent and Waters Remain the Only Wide Moats in the Life Sciences/Diagnostics Industry Agilent Technologies Inc (A) 07/19/2019
Agilent and Waters Remain the Only Wide Moats in the Life Sciences/Diagnostics Industry Waters Corp (WAT) 07/19/2019
Manpower Reports a Mixed 2Q as Europe Continues To Be a Challenge; Maintaining Our $87 FVE ManpowerGroup Inc (MAN) 07/19/2019
Soft Customer Growth Hits Millicom’s 2Q as Acquisitions and Integration Remain in Focus Millicom International Cellular SA (TIGO) 07/19/2019
Regions Financial Uses Hedging and Deposit Pricing to Offset Effects of Expected Rate Cuts Regions Financial Corp (RF) 07/19/2019
Synchrony's Higher Growth Offset by Lower Net Interest Margins Synchrony Financial (SYF) 07/19/2019
Fee Pressure Trumps Positive Flows in BlackRock's 2Q; Keeping Our $495 FVE in Place BlackRock Inc (BLK) 07/19/2019
Gentex's Second Quarter Shows It Remains in Good Shape While Buybacks Fuel EPS Growth Gentex Corp (GNTX) 07/19/2019
NVR's 2Q Results Beat Consensus Expectations; Solid New Order Growth Points to Firming Demand NVR Inc (NVR) 07/19/2019
Raising our Scotts Miracle Gro FVE to $100 on Improved Hawthorne Outlook; Shares Fairly Valued The Scotts Miracle Gro Co (SMG) 07/19/2019
State Street Focusing on Expenses as an EPS Lever State Street Corporation (STT) 07/19/2019
Capital One Continues to Benefit From Solid Underwriting and Technology Initiatives Capital One Financial Corp (COF) 07/19/2019
Sensient Technologies Issues Soft 2Q Results and Cuts Guidance; Our Long-Term Outlook Remains Intact Sensient Technologies Corp (SXT) 07/19/2019
Autoliv Reports Disappointing 2Q, Reduces 2019 Guidance; Maintaining $80 FVE Autoliv Inc (ALV) 07/19/2019
PepsiCo Serves Up an Increased Presence in Africa With Pioneer Foods Deal; Shares Fairly Valued PepsiCo Inc (PEP) 07/19/2019
PPG Faces Volume, Currency Headwinds in 2Q; Reducing FVE to $85 on Revised Long-Term Outlook PPG Industries Inc (PPG) 07/19/2019
We Relaunch Coverage of Deutsche Bank; the New Restructuring Plan Looks Ambitious to Us Deutsche Bank AG (DB) 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) 07/18/2019
PMI Delivers Another Strong Quarter; We Remain Bullish Philip Morris International Inc (PM) 07/18/2019
Dover Continues to Perform According to Our Long-Term Expectations Dover Corp (DOV) 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) 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) 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) 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) 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