Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
It Looks Increasingly Likely That Many Will Receive Their Holiday Wish for Tax Reform Goldman Sachs Group Inc (GS) 08:34 AM
Oracle Gives Itself $1.2 Billion Christmas Gift in Aconex Acquisition; Maintain $46 FVE Oracle Corp (ORCL) 08:26 AM
Nucor Warns of Middling 4Q Results; We Expect Profits to Decline in 2018 and Thereafter Nucor Corp (NUE) 08:19 AM
Sale of Spreads Has No Impact to Valuation; Limited Upside Remains to Unilever Unilever NV (UN) 12/17/2017
Sale of Spreads Has No Impact to Valuation; Limited Upside Remains to Unilever Unilever PLC (UL) 12/17/2017
P&G Backs Down From Its Staunch Objection; Appoints Peltz to Its Board; Shares a Touch Undervalued Procter & Gamble Co (PG) 12/17/2017
CSX CEO and Railroading Legend Hunter Harrison Dies; We're Maintaining Our Recently Lowered CSX FVE CSX Corp (CSX) 12/16/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? Echo Global Logistics Inc (ECHO) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? Schneider National Inc (SNDR) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? XPO Logistics Inc (XPO) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? JB Hunt Transport Services Inc (JBHT) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? Forward Air Corp (FWRD) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? C.H. Robinson Worldwide Inc (CHRW) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? Landstar System Inc (LSTR) 12/15/2017
Will Digital Freight Apps Sound the Death Knell for Truck Brokers? Hub Group Inc (HUBG) 12/15/2017
Lennox Reiterates 2017 Guidance and Issues 2018 Guidance at Its Analyst Day; Maintaining $160 FVE Lennox International Inc (LII) 12/15/2017
Albemarle Secures Good Deal in Performance Catalyst Sale; We Raise Our FVE to $133 Albemarle Corp (ALB) 12/15/2017
Deutsche Telekom and Tele2 Agree to Merge Dutch Operations; Sceptical of Regulatory Approval Deutsche Telekom AG (DTEGY) 12/15/2017
Initiating Coverage of Masimo With Narrow Moat and Positive Trend Ratings and $109 FVE Masimo Corp (MASI) 12/15/2017
We Plan to Reduce Our CSX Fair Value Estimate Due to Key Man Absence as Harrison Takes Medical Leave CSX Corp (CSX) 12/15/2017
Costco Continues to Execute, but Reflected in Valuation Costco Wholesale Corp (COST) 12/15/2017
Marathon Petroleum’s IDR Swap Valuation Slightly Exceeds Our Estimates; Raising FVE Marathon Petroleum Corp (MPC) 12/15/2017
Disney Announces Deal to Buy Fox’s Entertainment Assets; Bulking Up to Fend Off New Players Walt Disney Co (DIS) 12/15/2017
Disney Announces Deal to Buy Fox’s Entertainment Assets; Bulking Up to Fend Off New Players Twenty-First Century Fox Inc (FOX) 12/15/2017
Disney Announces Deal to Buy Fox’s Entertainment Assets; Bulking Up to Fend Off New Players Twenty-First Century Fox Inc (FOXA) 12/15/2017
Adobe Closes 4Q on High Note as Creative Cloud Price Hikes Loom; Raising FVE to $190 Adobe Systems Inc (ADBE) 12/14/2017
Oracle’s Lackluster 2Q Cloud Growth Places Even More Pressure on 2H Results; Maintain FVE Oracle Corp (ORCL) 12/14/2017
Jabil Reported Better-than-Expected 1Q Results; Maintaining $30 FVE; Shares Fairly Valued Jabil Inc (JBL) 12/14/2017
Apple’s ITP Hitting Criteo Harder Than Expected; Lowering FVE to $35 Criteo SA (CRTO) 12/14/2017
Snyder’s-Lance Shareholders Could Benefit From an Acquisition as Rumors Fly Snyder's-Lance Inc (LNCE) 12/14/2017
Snyder’s-Lance Shareholders Could Benefit From an Acquisition as Rumors Fly Conagra Brands Inc (CAG) 12/14/2017
Snyder’s-Lance Shareholders Could Benefit From an Acquisition as Rumors Fly Campbell Soup Co (CPB) 12/14/2017
Snyder’s-Lance Shareholders Could Benefit From an Acquisition as Rumors Fly Mondelez International Inc (MDLZ) 12/14/2017
Delta Flying High Going Into 2018 Delta Air Lines Inc (DAL) 12/14/2017
Sanderson Ends Fiscal 2017 Near Our Targets, Leaving Our Outlook Intact; Shares Remain Rich Sanderson Farms Inc (SAFM) 12/14/2017
Low Inflation Readings Aren't Enough to Knock the Fed Off Course Bank of America Corporation (BAC) 12/14/2017
Low Inflation Readings Aren't Enough to Knock the Fed Off Course Citigroup Inc (C) 12/14/2017
Low Inflation Readings Aren't Enough to Knock the Fed Off Course Wells Fargo & Co (WFC) 12/14/2017
Low Inflation Readings Aren't Enough to Knock the Fed Off Course JPMorgan Chase & Co (JPM) 12/14/2017
Low Inflation Readings Aren't Enough to Knock the Fed Off Course M&T Bank Corp (MTB) 12/14/2017
Teva Announces Bold Restructuring Plan, but Company Remains in Rough Shape Teva Pharmaceutical Industries Ltd (TEVA) 12/14/2017
Wesco Sees Stronger Sales Growth and Operating Margin Expansion in 2018; Increased FVE to $75 WESCO International Inc (WCC) 12/14/2017
Rakuten Announces Plan to Become the Fourth Mobile Operator in Japan; We Are Skeptical at This Stage KDDI Corp (KDDIY) 12/14/2017
Rakuten Announces Plan to Become the Fourth Mobile Operator in Japan; We Are Skeptical at This Stage NTT DOCOMO Inc (DCM) 12/14/2017
With Organic Sales Accelerating and Spin-Offs on the Horizon, Honeywell Prepares for an Active 2018 Honeywell International Inc (HON) 12/13/2017
Scana Settlement Still on the Sidelines as Regulatory Hearings Start SCANA Corp (SCG) 12/13/2017
Lowering Andeavor Logistics' FVE After Taking a Deeper Dive Into Asset Portfolio Andeavor Logistics LP (ANDX) 12/13/2017
Best Idea Enbridge Holds Investor Day; We Still See Nearly 30% Upside in the Stock Enbridge Inc (ENB) 12/13/2017
3M Lays Out Solid Expectations for 2018 Sales and Earnings Growth, but Shares Continue to Look Rich 3M Co (MMM) 12/13/2017
T-Mobile US Agrees to Acquire Layer3 TV; Maintaining Our FVE and No-Moat Rating T-Mobile US Inc (TMUS) 12/13/2017