Stock Analyst Notes

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