| Seagate Delivered Steady Second Fiscal Quarter; Maintaining Our Narrow Moat Rating and $67 FVE |
Seagate Technology PLC (STX)
|
05:11 PM |
| D.R. Horton Maintains Outlook Despite Competitors’ Warnings; Shares Remain Overvalued |
DR Horton Inc (DHI)
|
04:00 PM |
| New BioMarin Fair Value Estimate Highlights an Undervalued Biotech With a Rapidly Expanding Moat |
Biomarin Pharmaceutical Inc (BMRN)
|
04:00 PM |
| Same Story in Grainger's 4Q: Solid U.S. Revenue and Margins Offset by Foreign Headwinds |
W W Grainger Inc (GWW)
|
02:44 PM |
| Norfolk Southern Counters Coal Contraction With Record Top and Bottom Lines in 2014 |
Norfolk Southern Corp (NSC)
|
01:00 PM |
| Piedmont Earnings Keep Growing, and Investment Plans Are Robust |
Piedmont Natural Gas Co (PNY)
|
12:00 PM |
| Roper Reports Strong Operating Performance in 2014 |
Roper Industries Inc (ROP)
|
11:00 AM |
| AB InBev's Latest Craft Brewery Acquisition Is Small Beer, but We Remain Constructive on Strategy |
Anheuser-Busch Inbev SA (BUD)
|
10:43 AM |
| Rock-Tenn and MeadWestvaco Tie the Knot; Good Move for Both Companies |
MeadWestvaco Corp (MWV)
|
10:35 AM |
| Rock-Tenn and MeadWestvaco Tie the Knot; Good Move for Both Companies |
Rock-Tenn Company (RKT)
|
10:35 AM |
| Mattel Announces Dismal 4Q Results and Management Changes; We Remain Cautious on Shares |
Mattel Inc (MAT)
|
09:43 AM |
| Weak Margins, Mediocre Demand Befall NVR in 4Q |
NVR Inc (NVR)
|
09:22 AM |
| Plain Pack Legislation Likely to Cause Trading Down, but Tobacco Firms Well Laddered in U.K. |
Philip Morris International Inc (PM)
|
09:12 AM |
| Plain Pack Legislation Likely to Cause Trading Down, but Tobacco Firms Well Laddered in U.K. |
Imperial Tobacco Group PLC (ITYBY)
|
09:12 AM |
| Plain Pack Legislation Likely to Cause Trading Down, but Tobacco Firms Well Laddered in U.K. |
British American Tobacco PLC (BTI)
|
09:12 AM |
| Pearson's Pre-Announcement and FY15 Guidance in Line with Our Estimates |
Pearson PLC (PSO)
|
08:17 AM |
| KeyCorp Reports Solid Fourth Quarter, but Expenses Remain Elevated |
KeyCorp (KEY)
|
01/23/2015 |
| Honeywell Reports Strong Finish to 2014, Is On Track for Improved Sales and Margin Growth in 2015 |
Honeywell International Inc (HON)
|
01/23/2015 |
| Gap Narrows its Focus on Top Priorities Through the Closure of Piperlime |
Gap Inc (GPS)
|
01/23/2015 |
| Federated's Equity and Fixed-Income Operations Continue to Impress; Increased FVE to $30 per Share |
Federated Investors, Inc. (FII)
|
01/23/2015 |
| UPS Pre-Announces Weak Fourth-Quarter Results; Volume/Capacity Mismatch Drove Higher Domestic Costs |
United Parcel Service Inc (UPS) (UPS)
|
01/23/2015 |
| McDonald's Challenges Persistent, but Organization/Customer Experience Changes Offer Long-term Hope |
McDonald's Corp (MCD)
|
01/23/2015 |
| GE’s Diversified Industrial Portfolio Mitigates Impact of Crude Oil Prices in 4Q; Shares Undervalued |
General Electric Co (GE)
|
01/23/2015 |
| Acetate Tow Weakness to Persist in 2015, but Rayonier's Long-Term Economics Should Remain Healthy |
Rayonier Advanced Materials Inc (RYAM)
|
01/23/2015 |
| Kimberly Ends 2014 on a Soft Note; Dim Outlook Highlights Headwinds; Shares Still Look Rich |
Kimberly-Clark Corp (KMB)
|
01/23/2015 |
| Stronger Swiss Franc Will Weigh Heavily on Swiss Banks; Reducing Fair Value Estimates |
UBS Group AG (UBS)
|
01/23/2015 |
| Stronger Swiss Franc Will Weigh Heavily on Swiss Banks; Reducing Fair Value Estimates |
Credit Suisse Group (CS)
|
01/23/2015 |
| Stronger REIT Markets Lift Cohen & Steers AUM to Record Levels; Increased FVE to $40 per Share |
Cohen & Steers Inc (CNS)
|
01/23/2015 |
| Huntington's Net Interest Income Moves Higher as Strong Loan Growth Outweighs NIM Compression |
Huntington Bancshares Inc (HBAN)
|
01/23/2015 |
| Strong Purchase Volume and Receivable Growth Result in Good 4Q for Synchrony Financial |
Synchrony Financial (SYF)
|
01/23/2015 |
| Rockwell Collins Reports Fiscal 2015 1Q Results |
Rockwell Collins Inc (COL)
|
01/23/2015 |
| Kansas City Southern Delivers Record Fourth-Quarter Revenue, Improves Operating Ratio to 66.7% |
Kansas City Southern Inc (KSU)
|
01/23/2015 |
| Economic Environment Weighs on State Street in 4Q Despite Client Asset Growth |
State Street Corp (STT)
|
01/23/2015 |
| Ford Distances Itself From Struggling Venezuelan Operation |
Ford Motor Co (F)
|
01/23/2015 |
| Expedia's Acquisition of Travelocity a Minor Positive; No Change to Our Fair Value or Narrow Moat |
Expedia Inc (EXPE)
|
01/23/2015 |
| Adidas' Sale of Rockport Encouraging Move; Focus on Sports Key to Better Long-Run Returns |
Adidas AG (ADDYY)
|
01/23/2015 |
| Despite Cost Cuts, BNY Mellon’s Profitability Remained Subpar in Q4; Maintaining Fair Value |
Bank of New York Mellon Corp (BK)
|
01/23/2015 |
| Avon's Rumored Takeout Could Be Wise Course; Shares Not for the Faint of Heart |
Avon Products Inc (AVP)
|
01/23/2015 |
| Starbucks Hits the Ground Running in 2015, With Additional Catalysts Expected This Year and Beyond |
Starbucks Corp (SBUX)
|
01/23/2015 |
| Credit Card Lending Growth Leads to Higher Interest Income and Credit Costs for Capital One |
Capital One Financial Corp (COF)
|
01/23/2015 |
| Portugal Telecom Shareholders Approve Oi's Portuguese Asset Sale to Altice |
Oi SA (OIBR)
|
01/23/2015 |
| Google May Make Bold Entry Into U.S. Mobile Market |
Google Inc (GOOG)
|
01/23/2015 |
| Google May Make Bold Entry Into U.S. Mobile Market |
Google Inc (GOOGL)
|
01/23/2015 |
| Google May Make Bold Entry Into U.S. Mobile Market |
T-Mobile US Inc (TMUS)
|
01/23/2015 |
| Google May Make Bold Entry Into U.S. Mobile Market |
Sprint Corp (S)
|
01/23/2015 |
| Hutchison Whampoa and Telefonica Enter Exclusive Negotiations Over U.K. Operations |
Telefonica SA (TEF)
|
01/23/2015 |
| Resmed Reports Solid Q2 Results Driven by New Product Launches; Raising Fair Value Estimate |
ResMed Inc (RMD)
|
01/23/2015 |
| Intuitive's 4Q Non-Eventful; 2015 Expectations Impacted by Strong Dollar |
Intuitive Surgical Inc (ISRG)
|
01/23/2015 |
| Altera's Fourth Quarter Not as Bad as Feared; Several Signs Still Point to Share Gains in 2015 |
Altera Corp (ALTR)
|
01/23/2015 |
| Maxim Provides Investors with an Upbeat Forecast as Demand from Samsung Stabilizes |
Maxim Integrated Products Inc (MXIM)
|
01/23/2015 |