| Raising Ecolab's Fair Value Estimate to $194 on Higher Near-Term Outlook; Shares Fairly Valued |
Ecolab Inc (ECL)
|
03:34 PM |
| Vulcan Finishes Solid 2019 Unmarred by Weather, but Shares Fully Price in Continued Earnings Growth |
Vulcan Materials Co (VMC)
|
03:00 PM |
| Strong Year-End Margin, On-Track 2020 Guidance Leave Outlook Intact for Advance; Shares Attractive |
Advance Auto Parts Inc (AAP)
|
03:00 PM |
| PG&E Lifts Five-Year Outlook; Market Too Optimistic About Post-Bankruptcy Growth |
PG&E Corp (PCG)
|
02:31 PM |
| Fluor Delays 10-K Filing Amid SEC Probe Into Past Accounting; Lowering Fair Value Estimate |
Fluor Corp (FLR)
|
02:24 PM |
| Pullback in Global Trade Grounds Expeditors’ Fourth-Quarter Air and Ocean Freight Results |
Expeditors International of Washington Inc (EXPD)
|
02:11 PM |
| Near-Term Turbulence Hasn't Affected Medtronic's Wide Moat; Raising Our Fair Value Estimate |
Medtronic PLC (MDT)
|
02:00 PM |
| TransUnion Finishes the Year on a Solid Note |
TransUnion (TRU)
|
01:19 PM |
| Despite a Lackluster End to Fiscal 2020 and Tepid Guidance, Our Long-Term View of Walmart Is Intact |
Walmart Inc (WMT)
|
01:00 PM |
| Franklin to Acquire Legg Mason, Creating $1.5 Trillion AUM Asset Manager; Both Firms Under Review |
Legg Mason Inc-LeggMason RETAIL (LM)
|
12:00 PM |
| Franklin to Acquire Legg Mason, Creating $1.5 Trillion AUM Asset Manager; Both Firms Under Review |
Franklin Resources Inc (BEN)
|
12:00 PM |
| Maintaining $90 FVE as DuPont Makes Leadership Changes; Shares Remain Materially Undervalued |
DuPont de Nemours Inc (DD)
|
12:00 PM |
| Choice’s Investment in Faster-Growing Revenue Segments Aiding Its Brand Advantage; Shares Overvalued |
Choice Hotels International Inc (CHH)
|
11:56 AM |
| Coronavirus Stifles Apple’s Revenue Guidance for Its March Quarter; Shares Remain Overvalued |
Apple Inc (AAPL)
|
11:47 AM |
| Dell Technologies to Sell RSA Security Division for $2.075 Billion; Maintaining $65 FVE |
Dell Technologies Inc (DELL)
|
10:29 AM |
| Divestiture of Less Relevant Businesses Begins at Bed Bath, More to Ensue; Shares Fairly Valued |
Bed Bath & Beyond Inc (BBBY)
|
10:05 AM |
| InterContinental’s Brand Resonates With Owners, as the Virus Impacts Asia-Pacific Travel Demand |
InterContinental Hotels Group PLC (IHG)
|
09:10 AM |
| Intesa Sanpaolo: Offer for UBI Makes Strategic Sense, Not Expensive if Synergies Materialise |
Intesa Sanpaolo (ISNPY)
|
09:05 AM |
| No Dividend Restrictions on Houston Electric; Reaffirming $28 Fair Value Estimate |
CenterPoint Energy Inc (CNP)
|
08:55 AM |
| Caution Across Terex’s Customer Base Masks Strong Aerial Adoption in China; Maintaining FVE |
Terex Corp (TEX)
|
08:27 AM |
| Iron Ore Shines for BHP in Strong First-Half Result, AUD 30 FVE Retained |
BHP Group PLC (BBL)
|
02/17/2020 |
| Iron Ore Shines for BHP in Strong First-Half Result, AUD 30 FVE Retained |
BHP Group Ltd (BHP)
|
02/17/2020 |
| Canopy Shares Surge as Q3 Results Don’t Look Terrible; Shares Remain Undervalued |
Canopy Growth Corp (CGC)
|
02/15/2020 |
| Berkshire Was a Net Seller of Equities in 4Q; Insurer Sells Shares in Wells Fargo and Goldman Sachs |
Berkshire Hathaway Inc (BRK.A)
|
02/15/2020 |
| Berkshire Was a Net Seller of Equities in 4Q; Insurer Sells Shares in Wells Fargo and Goldman Sachs |
Berkshire Hathaway Inc (BRK.B)
|
02/15/2020 |
| AMN Healthcare Continues Its Streak of Strategic Acquisitions in Q4, but Shares Remain Overvalued |
AMN Healthcare Services Inc (AMN)
|
02/14/2020 |
| No Major Surprises in Republic Service’s Fourth Quarter |
Republic Services Inc (RSG)
|
02/14/2020 |
| Sensient's Seemingly Perpetual Restructuring Continues but Upward Profit Inflection Yet to Take Hold |
Sensient Technologies Corp (SXT)
|
02/14/2020 |
| Mohawk Continues to Battle Myriad Headwinds; We Remain Optimistic That 2020 Will Be a Better Year |
Mohawk Industries Inc (MHK)
|
02/14/2020 |
| Centro Norte Finishes 2019 With Solid Growth in Aeronautical and Non-Aeronautical Revenue |
Grupo Aeroportuario del Centro Norte SAB de CV (OMAB)
|
02/14/2020 |
| Liberty Global Disappoints With Modest Buyback and Soft Results; Shares Attractive |
Liberty Global PLC (LBTYA)
|
02/14/2020 |
| Portland General's 2020-21 Growth Plan Supports Up to 6% Earnings Growth |
Portland General Electric Co (POR)
|
02/14/2020 |
| Best Idea Enbridge Posts Strong Fourth Quarter and Strong 2019 |
Enbridge Inc (ENB)
|
02/14/2020 |
| Dexcom Prepares for G7 Launch in 2021; Raising Our Fair Value Estimate |
DexCom Inc (DXCM)
|
02/14/2020 |
| Precision Posts Somewhat Positive Fourth-Quarter Results in Light of Industry Headwinds |
Precision Drilling Corp (PDS)
|
02/14/2020 |
| Lifted by New Cancer Drugs and China Sales, Astra Reports Solid Q4; Outlook Remains Strong |
AstraZeneca PLC (AZN)
|
02/14/2020 |
| PPL Lowers 2020 Midpoint Guidance, Reports Full-Year Earnings |
PPL Corp (PPL)
|
02/14/2020 |
| Coronavirus Outbreak Shouldn't Put Alibaba’s Full-Year CNY 500 Billion Revenue Guidance at Risk |
Alibaba Group Holding Ltd (BABA)
|
02/14/2020 |
| New Name, Slightly Different Business: RBS Announces Downscaling of NatWest Markets With Q4 Results |
The Royal Bank of Scotland Group PLC (RBS)
|
02/14/2020 |
| Post-StubHub Buyback Enhances EBay Shareholder Return Proposition, but Longer-Term Questions Persist |
eBay Inc (EBAY)
|
02/14/2020 |
| Weak Industrial Production Remains a Headwind in Lincoln Electric’s Fourth Quarter |
Lincoln Electric Holdings Inc (LECO)
|
02/14/2020 |
| Delphi Technologies Reports Full-Year 2019 Results; Maintaining $55 Fair Value |
Delphi Technologies PLC (DLPH)
|
02/14/2020 |
| Rising Coronavirus Fear Threatens Royal Caribbean’s 2020 Initial Outlook; Shares Undervalued |
Royal Caribbean Cruises Ltd (RCL)
|
02/14/2020 |
| Laredo’s 2019 Well Results Highlight the Stock’s Deep Discount, but Will the Market Notice? |
Laredo Petroleum Inc (LPI)
|
02/13/2020 |
| Following Soft Q4 Results, Marathon Lowers 2020 Capital Spend and Shifts Toward EF Development |
Marathon Oil Corp (MRO)
|
02/13/2020 |
| Nvidia’s Data Center Business Returns to Torrid Growth in the Fourth Quarter; Raising FVE to $160 |
NVIDIA Corp (NVDA)
|
02/13/2020 |
| Hawaiian Electric’s Board Sends a Positive Signal by Increasing the Dividend Two Years in a Row |
Hawaiian Electric Industries Inc (HE)
|
02/13/2020 |
| Digital Realty Closes 2019 with a Good Quarter as it Prepares for Major Changes in 2020 |
Digital Realty Trust Inc (DLR)
|
02/13/2020 |
| Narrow-Moat BlackLine Pulling All Levers to Spur Growth; Raising FVE to $58 |
BlackLine Inc (BL)
|
02/13/2020 |
| Cloud Titan Spending Lull Weighs on Arista’s Q4; Cloudy Visibility Ahead; Maintaining $245 FVE |
Arista Networks Inc (ANET)
|
02/13/2020 |