Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Zoetis Flexes Its Wide Moat Muscles in 4Q; No Change to Our FVE Zoetis Inc (ZTS) 03:33 PM
Juniper's Competitive Positioning Makes Us Cautious; Lowering FVE to $22 Juniper Networks Inc (JNPR) 03:17 PM
Pepsi's Pricing Strengthens in 4Q and Should Be Supported by Heightened Brand Investments PepsiCo Inc (PEP) 01:33 PM
Softness in Sonoco's Consumer Segment Offset by Rebound in Display Margins; Shares Remain Overvalued Sonoco Products Co (SON) 12:42 PM
CBS Reports Weak 4Q; All Access Subscriber Growth Continues to Impress CBS Corp (CBS) 12:00 PM
Brand Advantage Intact as Choice Hotels Works Through Near-Term Headwinds Choice Hotels International Inc (CHH) 12:00 PM
Portland General Growth Plan on Track, Positioned to Add Renewables Portland General Electric Co (POR) 11:53 AM
Our IFF FVE Falls to $134 On Weaker Near-Term Profits; We Remain Skeptical of Frutarom Deal International Flavors & Fragrances Inc (IFF) 11:49 AM
Marathon Consistently Outperforming in the Eagle Ford and Bakken Plays Marathon Oil Corp (MRO) 11:36 AM
Goldcorp Provides Underwhelming 2019 Guidance, but Acquisition by Newmont Remains on Track Newmont Mining Corp (NEM) 11:21 AM
Goldcorp Provides Underwhelming 2019 Guidance, but Acquisition by Newmont Remains on Track Goldcorp Inc (GG) 11:21 AM
Loss of Moat and Drop in Margins Drive a Lower FVE for Smucker; Shares Fairly Valued JM Smucker Co (SJM) 11:00 AM
Raising CF FVE to $50 on Higher Near-Term Outlook Due to Lower U.S. Natural Gas Prices CF Industries Holdings Inc (CF) 11:00 AM
Kinross Achieves 2018 Targets and Issues 2019 Guidance With No Surprises; Shares Fairly Valued Kinross Gold Corp (KGC) 11:00 AM
Trimming Kyocera’s FVE to JPY 7,000 Owing to Weaker Handsets Demand; Shares Slightly Undervalued Kyocera Corp (KYOCY) 08:14 AM
Aegon Reports Poor 2018 Close Aegon NV (AEG) 08:12 AM
Vivendi Ends 2018 on Strong Note; Music Streaming Continues to Drive Growth Vivendi SA (VIVHY) 08:02 AM
Lower Strategic Costs Boost 2018 Results for RBS; FVE Unchanged The Royal Bank of Scotland Group PLC (RBS) 08:00 AM
BorgWarner Reports Solid 2018, but 2019 Guidance Down; Maintaining $56 FVE BorgWarner Inc (BWA) 07:44 AM
Vulcan Shares Surge on Aggregates Strength and Positive Infrastructure Growth Outlook Vulcan Materials Co (VMC) 07:39 AM
GPU Titan Nvidia Not Immune to Industry Challenges as Full-Year Outlook Calls for No Growth NVIDIA Corp (NVDA) 07:26 AM
Another Record Quarter Pushes Arista Past $2 Billion for the Year; Raising FVE to $280 Arista Networks Inc (ANET) 07:07 AM
Challenging Wafer Fab Equipment Environment Doesn't Hinder Our Positive View of Applied Materials Applied Materials Inc (AMAT) 06:47 AM
Currency Headwinds Continue, but Overall Iron Mountain Did Just Fine in 2018 Iron Mountain Inc (IRM) 06:38 AM
Strong Unit Sales Growth in 4Q Allows Rush Enterprises to Outperform Again Rush Enterprises Inc (RUSHA) 06:32 AM
Solid Collection Volume Gains Persist in Waste Management's 4Q Waste Management Inc (WM) 06:27 AM
Berkshire Opens Stakes in Red Hat, Suncor, and StoneCo, Adds Meaningfully to JPMorgan, Dumps Oracle Berkshire Hathaway Inc (BRK.A) 06:18 AM
Berkshire Opens Stakes in Red Hat, Suncor, and StoneCo, Adds Meaningfully to JPMorgan, Dumps Oracle Berkshire Hathaway Inc (BRK.B) 06:18 AM
Louisiana-Pacific Continues Its Push Toward Siding, but Results Remain Tied to OSB for Now Louisiana-Pacific Corp (LPX) 02/14/2019
Narrow-Moat Pioneer Pushes Ahead With Permian Growth in the Face of Lower Oil Prices Pioneer Natural Resources Co (PXD) 02/14/2019
West Pharmaceutical's 2019 Outlook Falls Short; Reducing Fair Value Estimate West Pharmaceutical Services Inc (WST) 02/14/2019
Releasing Spreads Remain High Amid Record Volume, but Federal Realty's 4Q a Slight Disappointment Federal Realty Investment Trust (FRT) 02/14/2019
Maintaining Our $97 FVE for Incyte Following 4Q; Shares Remain Undervalued as Pipeline Progresses Incyte Corp (INCY) 02/14/2019
Sun Life Gets Vitamin D From Higher Group Sales and Margins, Offsetting Negative Market Effects Sun Life Financial Inc (SLF) 02/14/2019
Nice’s Cloud and Subscription Strategy Coming to Fruition Heading Into 2019; Maintaining FVE NICE Ltd (NICE) 02/14/2019
Telus Ends 2018 With Another Solid Quarter and Results That Justify Its Fiber Build TELUS Corp (TU) 02/14/2019
CME Group Benefits Greatly From Volatile Markets as NEX Group Comes Into the Fold CME Group Inc (CME) 02/14/2019
IQVIA Reports Another Solid Quarter; We Like the Narrow-Moat Business, but Shares Remain Overvalued IQVIA Holdings Inc (IQV) 02/14/2019
As a Challenging Year Ends for No-Moat Pilgrim’s, we see Reasons for Optimism; Shares Attractive Pilgrims Pride Corp (PPC) 02/14/2019
Favorable Weather Boosts Ameren's 2018 Results Ameren Corp (AEE) 02/14/2019
Manulife Wraps Up Strong 2018 With a Decent Fourth Quarter; Continued Focus on Capital Release Manulife Financial Corp (MFC) 02/14/2019
TransUnion Delivers Strong Fourth Quarter, but 2019 Guidance Weak TransUnion (TRU) 02/14/2019
America Movil Posts Strong Fourth-Quarter Customer Growth; Pricing Power in Mexico Constrained America Movil SAB de CV (AMX) 02/14/2019
America Movil Posts Strong Fourth-Quarter Customer Growth; Pricing Power in Mexico Constrained America Movil SAB de CV (AMOV) 02/14/2019
Fourth Quarter Mixed for HCP; 2019 Outlook Lower as Company Sets Stage for Long-Term Growth HCP Inc (HCP) 02/14/2019
Laredo Pumps the Brakes to Ensure Cash Flow Neutrality in 2019 Laredo Petroleum Inc (LPI) 02/14/2019
Quest Diagnostics Wraps Up Full Year Close to Our Expectations; No Change to Our FVE Quest Diagnostics Inc (DGX) 02/14/2019
DaVita Reports Mixed End to 2018, but Valuation Remains Compelling; Stock Remains a Best Idea DaVita Inc (DVA) 02/14/2019
USG's Struggles Continue in 4Q; Knauf's Acquisition Still Expected to Close in Early 2019 USG Corp (USG) 02/14/2019
ConvaTec Under Review as We Re-Evaluate Its Operational Challenges ConvaTec Group PLC (CNVVY) 02/14/2019