Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Endo's Hostile Bid for Auxilium Surprises Us; No Change to Outlook for Now Endo International PLC (ENDP) 09/16/2014
FactSet Posts Continued Sales Momentum in Fiscal 4Q; No Change to Our Positive Fundamental View FactSet Research Systems, Inc. (FDS) 09/16/2014
VimpelCom's Divestment in Canada Underscores Moat Strength of Canadian Incumbents VimpelCom Ltd (VIP) 09/16/2014
Northeast Utilities and Spectra Line Up Another Northeast Pipeline Proposal Spectra Energy Partners LP (SEP) 09/16/2014
Northeast Utilities and Spectra Line Up Another Northeast Pipeline Proposal Northeast Utilities (NU) 09/16/2014
Northeast Utilities and Spectra Line Up Another Northeast Pipeline Proposal Spectra Energy Corp (SE) 09/16/2014
Orange Agrees to Acquire Jazztel in Spain; Reducing Our Fair Value Estimate ORANGE (ORAN) 09/16/2014
ZF Announces Definitive Agreement to Acquire TRW Automotive TRW Automotive Holdings Corp (TRW) 09/16/2014
Hurricane Odile Leads to Closure of Los Cabos and La Paz Grupo Aeroportuario del Pacifico SAB de CV (PAC) 09/15/2014
Potential Brewer Consolidation Moves Our Uncertainty Rating to High for MolsonCoors Molson Coors Brewing Co (TAP) 09/15/2014
Updating Terex's Earnings Outlook on Challenging Emerging Market Financing Conditions Terex Corp (TEX) 09/15/2014
Orange's Rumored Acquisition of Jazztel Makes Strategic Sense, but We're Concerned Over Price ORANGE (ORAN) 09/15/2014
Danaher Broadens Dental Portfolio With Pricey Nobel Biocare Deal; We Maintain Our Narrow Moat Rating Danaher Corp (DHR) 09/15/2014
Shift to Cloud Represents Uncertainty, but Blackbaud's Strategy Points to Solid Long-Term Potential Blackbaud Inc (BLKB) 09/15/2014
Best-Idea Nucor Announces $770 Million Acquisition of Gallatin Steel; FVE Increased to $62 Nucor Corp (NUE) 09/15/2014
Best-Idea Nucor Announces $770 Million Acquisition of Gallatin Steel; FVE Increased to $62 ArcelorMittal SA (MT) 09/15/2014
Best-Idea Nucor Announces $770 Million Acquisition of Gallatin Steel; FVE Increased to $62 Gerdau SA (GGB) 09/15/2014
Sinopec Disappoints With the Divestiture of its Marketing Asset China Petroleum & Chemical Corp (SNP) 09/15/2014
AngloGold Calls Off Transformative Deal Announced Last Week Amid Shareholder Resistance Anglogold Ashanti Ltd (AU) 09/15/2014
Cognizant Acquires TriZetto for $2.7 Billion; No Change to Fair Value, and Shares Look Attractive Cognizant Technology Solutions Corp (CTSH) 09/15/2014
Microsoft to Buy Mojang for $2.5 Billion, Underscoring Importance of Gaming and Mobile Microsoft Corp (MSFT) 09/15/2014
Alere’s Former Chairman and CEO Proposes a Buyout Alere Inc (ALR) 09/15/2014
Strong Core Plus Smart Adjacencies Position Seagate for Growth; Shares Are Undervalued Seagate Technology PLC (STX) 09/15/2014
Apple's 4 Million iPhone Preorders Is a Nice First Step Toward a Tremendous Product Launch Apple Inc (AAPL) 09/15/2014
Narrow-moat Allegheny Technologies Poised to Deliver Improved Free Cash Flow; FVE Increased to $47 Allegheny Technologies Inc (ATI) 09/15/2014
Narrow-moat Carpenter Technology Primed for Material Margin Expansion; FVE Increased to $65 Carpenter Technology Corp (CRS) 09/15/2014
Ventas Featured Positively in Barron's Article, Mirroring Our Own Bullish Take Ventas Inc (VTR) 09/15/2014
Ventas Featured Positively in Barron's Article, Mirroring Our Own Bullish Take HCP Inc (HCP) 09/15/2014
Ventas Featured Positively in Barron's Article, Mirroring Our Own Bullish Take Health Care REIT, Inc. (HCN) 09/15/2014
Heineken Rejects SABMiller's Offer, But the Move Could Provide the Spark for Consolidation in Beer Anheuser-Busch Inbev SA (BUD) 09/15/2014
Heineken Rejects SABMiller's Offer, But the Move Could Provide the Spark for Consolidation in Beer Heineken NV (HEINY) 09/15/2014
Heineken Rejects SABMiller's Offer, But the Move Could Provide the Spark for Consolidation in Beer SABMiller PLC (SBMRY) 09/15/2014
Olive Garden Takes Steps, but Longer-Term Margin Concerns Linger; Shareholder Meeting Showdown Looms Darden Restaurants Inc (DRI) 09/12/2014
Barclays Appoints New Chairman With Turnaround Experience Barclays PLC (BCS) 09/12/2014
Newmont Sells Stake in Mexican Assets for $450 Million; No Change to Fair Value Estimate Newmont Mining Corp (NEM) 09/12/2014
Struggling With High-Cost Production, AngloGold Announces Plans to Spin Off Non-South African Mines Anglogold Ashanti Ltd (AU) 09/12/2014
We See Merit in Alliance Data Systems' Pact to Buy Conversant Alliance Data Systems Corp (ADS) 09/11/2014
Activity Monitor Partnerships Reinforce Weight Watchers' Technology Plans, Enhance Brand Reach Weight Watchers International Inc (WTW) 09/11/2014
Manager Departures Having an Impact on Flows at Waddell & Reed; Lowered FVE to $60 per Share Waddell & Reed Financial, Inc. (WDR) 09/11/2014
Eastman Chemical to Buy Alkylamine Maker Taminco for $2.8 Billion; Fair Value Unchanged Eastman Chemical Co (EMN) 09/11/2014
Strong 2Q Sales Support Our View that Kroger is a Strong Traditional Grocer, but Shares Overvalued Kroger Co (KR) 09/11/2014
Calpine to Benefit From Negative Gas Basis in Mid-Atlantic; ERCOT Shows Promise Calpine Corp (CPN) 09/11/2014
Lululemon Performance Improves but Competition Remains a Concern; Shares Slightly Overvalued Lululemon Athletica Inc (LULU) 09/11/2014
Pembina Announces Capacity Increase on Phase III Expansion; Costs Below Expectations Pembina Pipeline Corp (PBA) 09/11/2014
Lloyds and RBS Plan to Relocate to London if Scotland Votes for Independence Royal Bank of Scotland Group (The) PLC (RBS) 09/11/2014
Lloyds and RBS Plan to Relocate to London if Scotland Votes for Independence Lloyds Banking Group PLC (LYG) 09/11/2014
Ana Patricia Botin Unanimously Voted as Chair of Santander’s Board After Emilio Botin’s Death Banco Santander SA (SAN) 09/10/2014
Costco’s 4Q Comparable-Store Sales Growth Suggests That the Firm’s Wide Moat Is Firmly Intact Costco Wholesale Corp (COST) 09/10/2014
ITA's Final Determination on Rebar Trade Case Weighs on Shares of Domestic Rebar Producers Nucor Corp (NUE) 09/10/2014
ITA's Final Determination on Rebar Trade Case Weighs on Shares of Domestic Rebar Producers Schnitzer Steel Industries Inc (SCHN) 09/10/2014