Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Huaneng’s Net Loss in Fourth-Quarter 2016 is Disappointing; Lowering FVE to HKD 6.80. Huaneng Power International Inc (HNP) 03/22/2017
Tencent’s Top-Line Slightly Missed, but We Believe its Long-Term Growth Potential Is Still Huge Tencent Holdings Ltd (TCEHY) 03/22/2017
Winnebago Has a Good 2Q Thanks to Grand Design Acquisition Winnebago Industries Inc (WGO) 03/22/2017
ONE Kingfisher Plan on Track After Year One, but Near-Term Political Uncertainty Weighs on Shares Kingfisher PLC (KGFHY) 03/22/2017
Akzo Rejects Second Offer, but PPG Could Slightly Raise Its Bid Again; Maintaining FVEs PPG Industries Inc (PPG) 03/22/2017
North America Headwinds Unlikely to Abate Soon, but Wide-Moat Nike Remains Well Positioned Long-Term Nike Inc (NKE) 03/22/2017
FedEx Continues to Grow Ground as it Integrates TNT into its Network FedEx Corp (FDX) 03/22/2017
Solid 2016 Result from China Telecom but Big Capital Expenditure Cut Will Have to Wait Until 2018 China Telecom Corp Ltd (CHA) 03/21/2017
Experience Cloud, Microsoft Partnership Take Center Stage at Adobe Summit Adobe Systems Inc (ADBE) 03/21/2017
As Its Markets Go, So Goes No-Moat Host Hotels & Resorts Host Hotels & Resorts Inc (HST) 03/21/2017
Lennar’s 1Q Results Set the Stage for Another Strong Year in 2017 Lennar Corp (LEN) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Mallinckrodt PLC (MNK) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Akorn Inc (AKRX) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Mylan NV (MYL) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Endo International PLC (ENDP) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Perrigo Co PLC (PRGO) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Dr Reddy's Laboratories Ltd (RDY) 03/21/2017
We’re Downgrading Generic Manufacturer Moats to None Teva Pharmaceutical Industries Ltd (TEVA) 03/21/2017
Raising No-moat Rated Volkswagen Fair Value to EUR 218 from EUR 190 Volkswagen AG (VLKPY) 03/21/2017
Raising No-moat Rated Volkswagen Fair Value to EUR 218 from EUR 190 Volkswagen AG (VLKAY) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress American Electric Power Co Inc (AEP) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress Dominion Resources Inc (D) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress Southern Co (SO) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress Xcel Energy Inc (XEL) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress NextEra Energy Inc (NEE) 03/21/2017
President Trump Can't Thwart Utilities' Green Progress Duke Energy Corp (DUK) 03/21/2017
Analyst Day Reinforces Our Conviction in Marriott’s Strengthening Brand; Shares Overvalued Marriott International Inc (MAR) 03/21/2017
Marathon Augments Permian Holding With Black Mountain Acquisition Marathon Oil Corp (MRO) 03/21/2017
Synaptics Under Duress After Peer Issues Negative Pre-Announcement; Shares Remain Undervalued Synaptics Inc (SYNA) 03/21/2017
Ongoing Accounting Saga Leads Us to Move Hain’s Uncertainty Rating to Very High; Valuation Unchanged The Hain Celestial Group Inc (HAIN) 03/21/2017
Apple's 9.7 Inch iPad at $329 Adds to iOS Stickiness and May Spur Upgrades; Maintain $138 FVE Apple Inc (AAPL) 03/21/2017
Tepid Sales Trends Persist in General Mills' 2Q; Shares Fairly Valued General Mills Inc (GIS) 03/21/2017
Mobile TeleSystems' 2016 Results a Bit Weak, but Raising FVE Due to Ruble Appreciation Mobile TeleSystems PJSC (MBT) 03/21/2017
Sherwin-Williams' Acquisition of Valspar Delayed From April to June; Maintaining FVEs Sherwin-Williams Co (SHW) 03/21/2017
Sherwin-Williams' Acquisition of Valspar Delayed From April to June; Maintaining FVEs The Valspar Corp (VAL) 03/21/2017
Steel Dynamics Issues Encouraging 1Q Guidance; Raising Our Fair Value Estimate to $21 Per Share Steel Dynamics Inc (STLD) 03/20/2017
Gregory Lovins Assumes Role of Interim CFO; Maintaining $62 FVE and Standard Stewardship Rating Avery Dennison Corp (AVY) 03/20/2017
Dropping Coverage of JA Solar Holdings JA Solar Holdings Co Ltd (JASO) 03/20/2017
Modestly Increasing Fair Value Estimate for Narrow Moat RELX to GBX 1400 RELX NV (RENX) 03/20/2017
Modestly Increasing Fair Value Estimate for Narrow Moat RELX to GBX 1400 RELX PLC (RELX) 03/20/2017
Phillips 66 Partners Finishes 2016 Ahead of Expectations and Sets Up 2017 to Hit the Ground Running Phillips 66 Partners LP (PSXP) 03/20/2017
Vodafone and Idea Cellular Announce Formal Agreement to Merge Indian Operations Vodafone Group PLC (VOD) 03/20/2017
Rayonier Adds to Its Collection of High-Value Atlantic Coast Timberland Rayonier Inc (RYN) 03/20/2017
Our Near-Term Thesis on Airlines Is Playing Out: Stocks Beginning to Look More Attractive American Airlines Group Inc (AAL) 03/20/2017
Our Near-Term Thesis on Airlines Is Playing Out: Stocks Beginning to Look More Attractive Delta Air Lines Inc (DAL) 03/20/2017
Our Near-Term Thesis on Airlines Is Playing Out: Stocks Beginning to Look More Attractive United Continental Holdings Inc (UAL) 03/20/2017
Our Near-Term Thesis on Airlines Is Playing Out: Stocks Beginning to Look More Attractive Southwest Airlines Co (LUV) 03/20/2017
Albemarle Set to Capture Long-Term Lithium Demand Growth with Top-Tier Assets; Raising FVE to $130 Albemarle Corp (ALB) 03/17/2017
Launching Coverage of Zebra Technologies With Narrow Economic Moat, Stable Trend, and FVE of $97 Zebra Technologies Corp (ZBRA) 03/17/2017
Amgen's Repatha Results at Low End of Expectations, but Efficacy Looks Sufficient to Expand Access Amgen Inc (AMGN) 03/17/2017