| Hand Tools Still Drag, but Snap-on Reports Solid 1Q 2018; Maintaining $132 Fair Value Estimate |
Snap-on Inc (SNA)
|
10:12 AM |
| Excellent Start to 2018 for BNY Mellon; Raising Our FVE |
Bank of New York Mellon Corp (BK)
|
10:02 AM |
| Novartis Posts Steady 1Q, as Branded Drugs and Alcon Offset Weakness in Generic Sales |
Novartis AG (NVS)
|
10:00 AM |
| Shire Remains Undervalued as Takeda Weighs Higher Bid and Allergan Enters the Picture |
Allergan PLC (AGN)
|
10:00 AM |
| Shire Remains Undervalued as Takeda Weighs Higher Bid and Allergan Enters the Picture |
Shire PLC (SHPG)
|
10:00 AM |
| Sky Reports Generally In-Line Fiscal Nine-Month Results; We Remain Skeptical Regarding a Bidding War |
Sky PLC (SKYAY)
|
10:00 AM |
| Undervalued Unilever Posts Solid but Not Spectacular 1Q Sales Growth |
Unilever NV (UN)
|
06:00 AM |
| Undervalued Unilever Posts Solid but Not Spectacular 1Q Sales Growth |
Unilever PLC (UL)
|
06:00 AM |
| Nestle On Course for Another Subpar Year; Shares Fairly Valued After Pullback |
Nestle SA (NSRGY)
|
02:00 AM |
| Danone Reports Spectacular Performance in China Formula; Only Modest Upside to Shares |
Danone SA (DANOY)
|
02:00 AM |
| ABB Gets Off to a Slow Start for 2018 |
ABB Ltd (ABB)
|
01:45 AM |
| Raising BHP FVE to AUD 23 per share, but Shares Remain Overvalued |
BHP Billiton PLC (BBL)
|
12:55 AM |
| Raising BHP FVE to AUD 23 per share, but Shares Remain Overvalued |
BHP Billiton Ltd (BHP)
|
12:55 AM |
| Weak Flows and Market Losses Limit Cohen & Steers' AUM Growth During 1Q; No Change to $45 per Share |
Cohen & Steers Inc (CNS)
|
12:00 AM |
| Morgan Stanley Had a Great 1Q, But Growth To Slow |
Morgan Stanley (MS)
|
04/18/2018 |
| Kinder Marches Dividend Up As Promised; Results On Plan |
Kinder Morgan Inc (KMI)
|
04/18/2018 |
| CP’s Strong Potash and Intermodal Drive Revenue Growth, but Harsh Weather Constrains Margins |
Canadian Pacific Railway Ltd (CP)
|
04/18/2018 |
| Emerson Retools: Acquires Textron's Tools and Test Equipment Business for $810 million |
Emerson Electric Co (EMR)
|
04/18/2018 |
| Growth Tailwinds More Than Offset Competitive Pressures in American Express' 1Q |
American Express Co (AXP)
|
04/18/2018 |
| Prologis Flies Under the Trade War Radar With Strong 1Q; Maintaining $60 FVE |
Prologis Inc (PLD)
|
04/18/2018 |
| United Catches Tailwind in 1Q; FVE Maintained, and Shares Still a Bit Undervalued |
United Continental Holdings Inc (UAL)
|
04/18/2018 |
| Slower Loan Growth but Steadily Increasing Returns on Equity in U.S. Bancorp's Start to 2018 |
US Bancorp (USB)
|
04/18/2018 |
| Abbott Sees Strong Start in 2018 |
Abbott Laboratories (ABT)
|
04/18/2018 |
| ASML's First Quarter Results Buoyed by Memory; 2019 EUV Roll-Out Plans Appear Overly Optimistic |
ASML Holding NV (ASML)
|
04/18/2018 |
| Textron Reports Strong Quarter and Announces Plans to Divest Tools and Test |
Textron Inc (TXT)
|
04/18/2018 |
| BlackRock Acquires Niche Credit Firm Tennenbaum Capital Partners; No Change to Our FVE |
BlackRock Inc (BLK)
|
04/18/2018 |
| Intuitive Reports Strong 1Q Results; Shares Remain Expensive |
Intuitive Surgical Inc (ISRG)
|
04/18/2018 |
| Solid Start to 2018, but Heineken's Opportunities Look Priced In |
Heineken NV (HEINY)
|
04/18/2018 |
| Rio Tinto’s 1Q Broadly in Line |
Rio Tinto PLC (RIO)
|
04/18/2018 |
| Maintaining Our $88 FVE As Scotts Miracle-Gro Announces Acquisition of Sunlight Supply |
The Scotts Miracle Gro Co (SMG)
|
04/17/2018 |
| Ongoing Adjustments to IBM’s Portfolio with More Revitalization Efforts in 1Q; Shares Fairly Valued |
International Business Machines Corp (IBM)
|
04/17/2018 |
| CSX Bypasses 2017 Service Issues, Reaches Record 1Q Margins |
CSX Corp (CSX)
|
04/17/2018 |
| Lowering Incyte's FVE to $100 After IDO Combo Trial Failure; Shares Undervalued |
Incyte Corp (INCY)
|
04/17/2018 |
| Lam Research Poised For Another Monster Growth Year in Fiscal 2018; Shares Remain Overvalued Though |
Lam Research Corp (LRCX)
|
04/17/2018 |
| Solid Performance by Optum Drives United’s 1Q Results |
UnitedHealth Group Inc (UNH)
|
04/17/2018 |
| Raising Renault FVE to EUR 88 from EUR 79 |
Nissan Motor Co Ltd (NSANY)
|
04/17/2018 |
| Exceptionally Strong 1Q Results for Northern Trust, With ROEs Easily Exceeding 15% |
Northern Trust Corp (NTRS)
|
04/17/2018 |
| Raising Our Celanese FVE to $93 on Higher Near-Term Profit Outlook |
Celanese Corp (CE)
|
04/17/2018 |
| We Are Raising Our FVEs for Intel and Nvidia After Incorporating Fresh Self-Driving Assumptions |
Intel Corp (INTC)
|
04/17/2018 |
| We Are Raising Our FVEs for Intel and Nvidia After Incorporating Fresh Self-Driving Assumptions |
NVIDIA Corp (NVDA)
|
04/17/2018 |
| Federated Acquires 60% Stake in U.K.-based Hermes; Leaving Our $35 per Share FVE in Place |
Federated Investors Inc (FII)
|
04/17/2018 |
| Goldman’s 1Q Results Validate Much of Its Strategy That Has Been Under Fire |
Goldman Sachs Group Inc (GS)
|
04/17/2018 |
| Omnicom Kicked Off 2018 With Strong 1Q Results; Maintaining $85 FVE; Shares Remain Undervalued |
Omnicom Group Inc (OMC)
|
04/17/2018 |
| Lower Taxes and Increasing Asset Yields Power Comerica Through 1Q |
Comerica Inc (CMA)
|
04/17/2018 |
| GE Restates Historical Financial Results Sharply Lower; Little or No Effect on Net Debt or Backlog |
General Electric Co (GE)
|
04/17/2018 |
| Schwab's Earnings Growth Shouldn't Be Derailed by a Market Correction |
Charles Schwab Corp (SCHW)
|
04/17/2018 |
| Led by the Drug Group Once Again, J&J Posts Solid 1Q Results, Leading to Slight FVE Increase |
Johnson & Johnson (JNJ)
|
04/17/2018 |
| Progressive Retains Hot Hand in 1Q |
Progressive Corp (PGR)
|
04/17/2018 |
| Raising Sina’s FVE to $136 Per Share; Sina Continues to Trade at a Discount to NAV |
SINA Corp (SINA)
|
04/17/2018 |
| Netflix Beats on Subscribers; Free Cash Flow Burn Pushed Out to 2H |
Netflix Inc (NFLX)
|
04/17/2018 |