Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Nucor's 4Q Guidance Points to Record Profits in 2018, but Shares Are Trading Above Our FVE Nucor Corp (NUE) 12/14/2018
Raising Coty's Uncertainty Rating to High to Reflect Wider Range of Outcomes as Turnaround Continues Coty Inc (COTY) 12/14/2018
Legal Concerns Weigh on Johnson & Johnson as Media Report Highlights Potential Talc Powder Risks Johnson & Johnson (JNJ) 12/14/2018
Conmed's Acquisition of Buffalo Filter Makes Strategic Sense but Valuation Looks Stretched Conmed Corp (CNMD) 12/14/2018
Delta Eyeing Takeoff With Decelerating Cost Inflation; Maintaining FVE After Investor Day Delta Air Lines Inc (DAL) 12/14/2018
Starbucks Adjusts Long-Term Financial Targets but Is Positioned to Adapt to Evolving Industry Starbucks Corp (SBUX) 12/14/2018
Adobe Reports Another Strong 4Q and Fiscal-Year Results; Shares Undervalued Adobe Inc (ADBE) 12/13/2018
XPO Tempers 2019 EBITDA Growth Expectations; Sentiment Swings Negative XPO Logistics Inc (XPO) 12/13/2018
Solid Start to Fiscal 2019 Leaves Costco Poised to Meet Our Long-term Targets, but Shares Seem Rich Costco Wholesale Corp (COST) 12/13/2018
Initiating Coverage on Park and Pebblebrook While Lowering Host's FVE; Stocks Slightly Undervalued Pebblebrook Hotel Trust (PEB) 12/13/2018
Initiating Coverage on Park and Pebblebrook While Lowering Host's FVE; Stocks Slightly Undervalued Park Hotels & Resorts Inc (PKw) 12/13/2018
Initiating Coverage on Park and Pebblebrook While Lowering Host's FVE; Stocks Slightly Undervalued Host Hotels & Resorts Inc (HST) 12/13/2018
Initial Wildfire Insurance Claims Support Our Fair Value Estimates for PG&E and Edison PG&E Corp (PCG) 12/13/2018
Initial Wildfire Insurance Claims Support Our Fair Value Estimates for PG&E and Edison Edison International (EIX) 12/13/2018
Despite Its Stable of Brands, We No Longer Believe VF Has Garnered a Wide Moat; Shares Fairly Valued VF Corp (VFC) 12/13/2018
Lowe’s Investor Day Focuses on Restoring Efficiency Across the Business; Shares Fairly Valued Lowe's Companies Inc (LOW) 12/13/2018
Lennox Sees Another Year of Growth in 2019; Sets 2021 Financial Targets at Its Investor Day Lennox International Inc (LII) 12/13/2018
We Have Lowered Our Fair Value Estimate on Narrow-Moat PVH; Shares Still Attractively Valued PVH Corp (PVH) 12/13/2018
Wide-Moat Hershey Steadies Its Ship by Honing Its Focus on Its Home Turf; Shares a Touch Undervalued The Hershey Co (HSY) 12/13/2018
The End of the Immelt Era Is Nigh: GE About-Faces on Digital General Electric Co (GE) 12/13/2018
Long-Term Assumptions for Anglo American Reviewed and FVE Retained Anglo American PLC (NGLOY) 12/12/2018
Tempered North American Growth Drags on Under Armour’s Performance, But Long-Term Thesis Intact Under Armour Inc (UA) 12/12/2018
Tempered North American Growth Drags on Under Armour’s Performance, But Long-Term Thesis Intact Under Armour Inc (UAA) 12/12/2018
British American Tobacco Appears on Track in Preclose Trading Update British American Tobacco PLC (BTI) 12/12/2018
Lowering Weatherford FVE on Disappointing Asset Sales, but Shares Still Look Like a Bargain Weatherford International PLC (WFT) 12/12/2018
Best Idea WPP Remains on Track for a Turnaround; Maintaining GBX 1,450 FVE; Shares Undervalued WPP PLC (WPP) 12/11/2018
Scana and Dominion: Making Final Arguments for Their Deal Dominion Energy Inc (D) 12/11/2018
Scana and Dominion: Making Final Arguments for Their Deal SCANA Corp (SCG) 12/11/2018
We Like Square, but Not as Much as the Market Worldpay Inc (WP) 12/11/2018
We Like Square, but Not as Much as the Market Square Inc (SQ) 12/11/2018
We Like Square, but Not as Much as the Market Global Payments Inc (GPN) 12/11/2018
Ross Should Continue to Leverage Its Off-Price Strength Despite Competition; Shares Fairly Valued Ross Stores Inc (ROST) 12/11/2018
TJX Should Continue to Perform and Build Its Footprint Despite Competition; Shares Fairly Valued TJX Companies Inc (TJX) 12/11/2018
Spectra Unitholders Face Lower Cash Payments in 2019, but Enbridge Growth Prospects Solid Spectra Energy Partners LP (SEP) 12/11/2018
Best Idea Enbridge Announces 10% Dividend Hike; Shares Remain Deeply Undervalued Enbridge Inc (ENB) 12/11/2018
Vale Eyes Volume Expansions, but Higher Costs Offset the Likely Benefit Vale SA (VALE) 12/11/2018
Adjusting FVEs for Land Drillers; U.S.-Focused Drillers Mostly Overvalued but Nabors Is Undervalued Patterson-UTI Energy Inc (PTEN) 12/10/2018
Adjusting FVEs for Land Drillers; U.S.-Focused Drillers Mostly Overvalued but Nabors Is Undervalued Nabors Industries Ltd (NBR) 12/10/2018
Adjusting FVEs for Land Drillers; U.S.-Focused Drillers Mostly Overvalued but Nabors Is Undervalued Helmerich & Payne Inc (HP) 12/10/2018
Adjusting FVEs for Land Drillers; U.S.-Focused Drillers Mostly Overvalued but Nabors Is Undervalued Precision Drilling Corp (PDS) 12/10/2018
Narrow-Moat SAP Risks Customer Switchbacks on Road to HANA; Lowering FVE to EUR 88 SAP SE (SAP) 12/10/2018
Roche's Daniel O'Day Cements Gilead's Oncology Commitment, but M&A Track Record Minimal Gilead Sciences Inc (GILD) 12/10/2018
Roche's Daniel O'Day Cements Gilead's Oncology Commitment, but M&A Track Record Minimal Roche Holding AG (RHHBY) 12/10/2018
Allscripts Selling Stake in Netsmart for $525 Million; Raising FVE to $11.70 Allscripts Healthcare Solutions Inc (MDRX) 12/10/2018
Bunge Announces Leadership Transition; Strategic Review Likely To Yield Portfolio Changes Bunge Ltd (BG) 12/10/2018
Travelport Agrees to an Unattractive $15.75 Take-Private Offer; Downgrading Stewardship Travelport Worldwide Ltd (TVPT) 12/10/2018
SQM's Australian JV Resolves Lithium Mining Dispute; Shares Remain Materially Undervalued Sociedad Quimica Y Minera De Chile SA (SQM) 12/10/2018
Lowering Our Sina FVE to $118; Shares Remain Undervalued SINA Corp (SINA) 12/10/2018
BASF Issues Profit Warning on Falling MDI and TDI Prices; Trimming FVE to EUR 74 Basf SE (BASFY) 12/10/2018
Blackbaud’s Wide Moat Remains Steady Even With Near-Term Lumpiness; Lowering FVE to $87 Blackbaud Inc (BLKB) 12/07/2018