| JD's Core Business Solid; New Business Expenses and Currency Force FVE to USD 41 |
JD.com Inc (JD)
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01:30 AM |
| Strong 2Q for Carlsberg but Margin Expansion Already Priced In |
Carlsberg A/S (CABGY)
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08/16/2018 |
| Cryptocurrency Tailwinds Ebb and Nvidia's 3Q Guidance Fails to Appease Market Expectations |
NVIDIA Corp (NVDA)
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08/16/2018 |
| Solid Quarterly Results Once Again Overshadowed by Soft Guidance for Applied Materials |
Applied Materials Inc (AMAT)
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08/16/2018 |
| Narrow-Moat Nordstrom Begins to Implement Analyst Day Initiatives; Shares Modestly Overvalued |
Nordstrom Inc (JWN)
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08/16/2018 |
| Reducing Noble FVE on Slower Growth Outlook Commensurate With Our Bearish Oil Outlook |
Noble Energy Inc (NBL)
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08/16/2018 |
| Walmart's Strong Quarter Indicates Ongoing Strength Despite Competitive Onslaught |
Walmart Inc (WMT)
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08/16/2018 |
| Slight Increase to Laredo FVE Based on Better-Than-Expected Efficiency Gains |
Laredo Petroleum Inc (LPI)
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08/16/2018 |
| Starboard Value Takes Stake in No-Moat Symantec; Maintaining $19 FVE |
Symantec Corp (SYMC)
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08/16/2018 |
| Kingfisher Reports Mixed Results in Sales Update; One Kingfisher Plan on Track; Shares Undervalued |
Kingfisher PLC (KGFHY)
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08/16/2018 |
| Energy Transfer Partners Unitholders Best Off to Vote for Consolidation |
Energy Transfer Equity LP (ETE)
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08/16/2018 |
| Energy Transfer Partners Unitholders Best Off to Vote for Consolidation |
Energy Transfer Partners LP (ETP)
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08/16/2018 |
| Litigation Concerns About Glyphosate Weedkillers Weigh on Bayer, but No Major FVE Impact Expected |
Bayer AG (BAYRY)
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08/16/2018 |
| Aegon's 1H Lower Below the Line, Outflows Encouraging; Shares Undervalued |
Aegon NV (AEG)
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08/16/2018 |
| Tencent’s Weak 2Q No Threat to Its Wide Moat Rating and Long-Term Growth Outlook |
Tencent Holdings Ltd (TCEHY)
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08/16/2018 |
| Cisco Reports Record Quarterly Revenue and Provides Strong Guidance; Raising FVE to $43 |
Cisco Systems Inc (CSCO)
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08/15/2018 |
| NetApp's Data Fabric Still Intact; Maintain $35 FVE |
NetApp Inc (NTAP)
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08/15/2018 |
| Raising Our Near-Term Potash Price Forecast On Reduced Supply Amid Continued Demand Growth |
The Mosaic Co (MOS)
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08/15/2018 |
| Raising Our Near-Term Potash Price Forecast On Reduced Supply Amid Continued Demand Growth |
Compass Minerals International Inc (CMP)
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08/15/2018 |
| Raising Our Near-Term Potash Price Forecast On Reduced Supply Amid Continued Demand Growth |
Sociedad Quimica Y Minera De Chile SA (SQM)
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08/15/2018 |
| Raising Our Near-Term Potash Price Forecast On Reduced Supply Amid Continued Demand Growth |
Nutrien Ltd (NTR)
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08/15/2018 |
| China Unicom Driving Strong Revenue Growth but Wage Increases Eating into Profit |
China Unicom (Hong Kong) Ltd (CHU)
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08/15/2018 |
| Strategic Initiatives Begin to Deliver Demand Growth at Macy’s; Shares Remain Overvalued |
Macy's Inc (M)
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08/15/2018 |
| Diamondback 25% Undervalued After Fairly Priced M&A Announcement Hammers Shares |
Diamondback Energy Inc (FANG)
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08/15/2018 |
| Early End to Texas Summer Supports Our Bearish View on NRG |
NRG Energy Inc (NRG)
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08/15/2018 |
| Competitive and Cost Pressures Persist for Performance, but Vistar a Standout; Shares Fairly Valued |
Performance Food Group Co (PFGC)
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08/15/2018 |
| Agilent Continues to Benefit From Biopharma and Chemical Sector Strength |
Agilent Technologies Inc (A)
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08/15/2018 |
| Berkshire's Purchase of Additional Apple Shares Keeps Tech Giant at Top of Firm's Equity Holdings |
Berkshire Hathaway Inc (BRK.A)
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08/14/2018 |
| Berkshire's Purchase of Additional Apple Shares Keeps Tech Giant at Top of Firm's Equity Holdings |
Berkshire Hathaway Inc (BRK.B)
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08/14/2018 |
| No Change to Our $55 FVE as SQM Sells Stake in Argentina Lithium Project |
Sociedad Quimica Y Minera De Chile SA (SQM)
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08/14/2018 |
| Tapestry Posts Improved Full-Year Results, Driven by Kate Spade; Shares Slightly Overvalued |
Tapestry Inc (TPR)
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08/14/2018 |
| Advance's Turnaround Starting to Deliver Profitability Results as Industry Conditions Improve |
Advance Auto Parts Inc (AAP)
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08/14/2018 |
| Home Depot’s Robust Growth Handily Outpaces Expectations; Shares Trade Rich |
The Home Depot Inc (HD)
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08/14/2018 |
| Kyocera’s Diversified Portfolio and Better Use of Cash Enable Steady Cash Flow Growth |
Kyocera Corp (KYOCY)
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08/14/2018 |
| New CEO Reveals Initial Plans at Smith & Nephew; No Change to Our Fair Value Estimate |
Smith & Nephew PLC (SNN)
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08/13/2018 |
| Tesla Buyout Looks Likely to Us, but Timing and Structure Uncertain |
Tesla Inc (TSLA)
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08/13/2018 |
| We Have Added Wide-Moat, Positive Trend ServiceNow to the Best Ideas List |
ServiceNow Inc (NOW)
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08/13/2018 |
| Due to Ineffective Capital Allocation, We No Longer Believe Kraft Heinz Brews Up a Competitive Edge |
The Kraft Heinz Co (KHC)
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08/13/2018 |
| We Expect Roundup Ruling to Have Limited Impact on Scotts; Maintaining $85 FVE |
The Scotts Miracle Gro Co (SMG)
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08/13/2018 |
| Sysco Withstands Headwinds to End Fiscal 2018 on Solid Ground; Shares Far From a Bargain |
Sysco Corp (SYY)
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08/13/2018 |
| VF's Ongoing Portfolio Restructuring Continues to Support Its Wide-Moat Intangible Brand Advantage |
VF Corp (VFC)
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08/13/2018 |
| General Electric Now Trades in 4-Star Territory as Shares Oversold Under Fresh Take |
General Electric Co (GE)
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08/12/2018 |
| Growing Connectivity Keeps TE Going; Upgraded to Narrow Moat; Increasing FVE to $97 |
TE Connectivity Ltd (TEL)
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08/12/2018 |
| Amphenol Has Designs on Winning in Sensors, Connectors; Increasing FVE to $84 but Still Overvalued |
Amphenol Corp (APH)
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08/12/2018 |
| OGE Benefits From Weather, Customer Growth and Industrial Sales; Oklahoma Regulation Remains Concern |
OGE Energy Corp (OGE)
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08/12/2018 |
| Alnylam's Patisiran Makes Biotech History With FDA Approval in Amyloidosis; Maintaining $110 FVE |
Alnylam Pharmaceuticals Inc (ALNY)
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08/10/2018 |
| Best Idea Cenovus Energy Sells Assets; Stock Still Deeply Undervalued |
Cenovus Energy Inc (CVE)
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08/10/2018 |
| Initiating Coverage of Immuno-Oncology Player Nektar Therapeutics with $39 FVE; Shares Overvalued |
Nektar Therapeutics Inc (NKTR)
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08/10/2018 |
| Atmos Reports Modestly Weaker Results for 2Q: Five-Year Capital Expenditure Plan Reaffirmed |
Atmos Energy Corp (ATO)
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08/10/2018 |
| Smart Sand Has Strong 2Q Owing to Improved Pricing and Oakdale Capacity Expansion |
Smart Sand Inc (SND)
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08/10/2018 |