| Netflix Beat Its Conservative Guidance; Free Cash Burn Expected to Remain Elevated in 2019 |
Netflix Inc (NFLX)
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10/16/2018 |
| Goldman Sachs Is Still in the Early Stages of a Transformation |
Goldman Sachs Group Inc (GS)
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10/16/2018 |
| Lam Research Well-Positioned to Thwart Near-Term Headwinds; Shares Undervalued Relative to $185 FVE |
Lam Research Corp (LRCX)
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10/16/2018 |
| British American Tobacco on Track With our Forecasts in Trading Update |
British American Tobacco PLC (BTI)
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10/16/2018 |
| IBM Posts Underwhelming 3Q Results; Juggling Act Continues; Shares Modestly Undervalued |
International Business Machines Corp (IBM)
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10/16/2018 |
| Twilio to Acquire Sendgrid in All-Stock Deal; High-Margin Engagement Cloud Stands to Benefit |
Twilio Inc (TWLO)
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10/16/2018 |
| Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm |
General Motors Co (GM)
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10/16/2018 |
| Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm |
Alphabet Inc (GOOG)
|
10/16/2018 |
| Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm |
GrubHub Inc (GRUB)
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10/16/2018 |
| Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm |
Alphabet Inc (GOOGL)
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10/16/2018 |
| Fresenius Announces 3Q Results and Lowers Full-Year Guidance; No Change To FVE |
Fresenius Medical Care AG & Co. KGaA (FMS)
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10/16/2018 |
| Cromwell Impairment and Operating Margin Miss Obfuscates Grainger's Solid 3Q Performance |
W.W. Grainger Inc (GWW)
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10/16/2018 |
| Long-Term Outlook Looks Bright for Marvell Though Shares Fairly Valued; Raising FVE to $21 |
Marvell Technology Group Ltd (MRVL)
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10/16/2018 |
| Morgan Stanley's Growth Likely To Slow as Institutional Securities Outperformed Year to Date |
Morgan Stanley (MS)
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10/16/2018 |
| Prologis Posts Strong Quarter After Merging With DCT Industrial |
Prologis Inc (PLD)
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10/16/2018 |
| UnitedHealth Reports a Strong Quarter as Optum Powers the Firm’s Performance |
UnitedHealth Group Inc (UNH)
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10/16/2018 |
| Infosys Reports 2Q, Retains Full-Year Outlook With Stability Across Regions; Shares at a Premium |
Infosys Ltd (INFY)
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10/16/2018 |
| Comerica Slows Slightly in 3Q, but More Margin Gains Still Ahead |
Comerica Inc (CMA)
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10/16/2018 |
| Omnicom Reports Better-Than-Expected 3Q Results; Maintaining $85 FVE; Shares Undervalued |
Omnicom Group Inc (OMC)
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10/16/2018 |
| Johnson & Johnson Posts Steady 3Q, but Patent Losses Will Likely Weigh on Future Growth |
Johnson & Johnson (JNJ)
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10/16/2018 |
| Institutional Derisking Outflows Mar BlackRock's Solid 3Q Results; No Change to $580 FVE |
BlackRock Inc (BLK)
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10/16/2018 |
| Given Partners' Headwinds, We Are Downgrading Synchrony's Moat to None From Narrow |
Synchrony Financial (SYF)
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10/16/2018 |
| Tailwinds Persist for Progressive in 3Q |
Progressive Corp (PGR)
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10/16/2018 |
| J.B. Hunt's 3Q Results Mostly In Line; Tight Truckload Market Capacity Remains Robust Tailwind |
JB Hunt Transport Services Inc (JBHT)
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10/16/2018 |
| Transferring Coverage of ResMed |
ResMed Inc (RMD)
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10/16/2018 |
| Enterprise Key to Western Digital’s Future; Lowering FVE to $75 |
Western Digital Corp (WDC)
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10/15/2018 |
| Data Demands Grow but Seagate’s Prospects are Capped; Lowering FVE to $42 |
Seagate Technology PLC (STX)
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10/15/2018 |
| L3 and Harris Order Dessert to Top Off the 'Last Supper' Consolidation Wave That Began 25 Years Ago |
L3 Technologies Inc (LLL)
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10/15/2018 |
| ConvaTec's Shares Swoon on Management Change and Inventory Issues, but Narrow Moat Intact |
ConvaTec Group PLC (CNVVY)
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10/15/2018 |
| Net Interest Income Propels Earnings Growth Despite Pricing and Market Concerns at Schwab |
Charles Schwab Corp (SCHW)
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10/15/2018 |
| Capital One's Tech Investment Is Leading to Customer Wins and Higher Growth |
Synchrony Financial (SYF)
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10/15/2018 |
| Capital One's Tech Investment Is Leading to Customer Wins and Higher Growth |
Capital One Financial Corp (COF)
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10/15/2018 |
| Third-Quarter Results Show Good Underlying Trends for Bank of America |
Bank of America Corporation (BAC)
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10/15/2018 |
| Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done |
Sociedad Quimica Y Minera De Chile SA (SQM)
|
10/15/2018 |
| Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done |
Nutrien Ltd (NTR)
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10/15/2018 |
| AT&T/Warner's Planned Direct-to-Consumer Offering Likely of Limited Appeal in Proposed Form |
AT&T Inc (T)
|
10/15/2018 |
| Takeaways from PMI Investor Day: ZBB Strategy Addresses Our Concerns Over Peak Tobacco Margins |
Philip Morris International Inc (PM)
|
10/15/2018 |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Teck Resources Ltd (TECK)
|
10/14/2018 |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Anglo American PLC (NGLOY)
|
10/14/2018 |
| Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued |
Vale SA (VALE)
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10/14/2018 |
| PNC Sees Only Modest Loan Growth; Expenses Continue to Grow in Line With Revenue |
PNC Financial Services Group Inc (PNC)
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10/12/2018 |
| Citi on Track to Meet Targets; Maintaining Our FVE |
Citigroup Inc (C)
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10/12/2018 |
| Small Additional Legal Accrual for Wells, but Expenses Remain on Target for Longer-Term Decrease |
Wells Fargo & Co (WFC)
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10/12/2018 |
| JPMorgan Continues Strong Results in 3Q; We Are Increasing Our FVE |
JPMorgan Chase & Co (JPM)
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10/12/2018 |
| FMC Completes Spin-Off of Minority Stake in Lithium Business; No Changes to Our Outlook |
FMC Corp (FMC)
|
10/12/2018 |
| We're Cutting Our Sprint FVE on a Weaker Outlook for the Stand-Alone Business |
Sprint Corp (S)
|
10/11/2018 |
| We've Increased Our T-Mobile Fair Value Estimate to $76 |
T-Mobile US Inc (TMUS)
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10/11/2018 |
| Delta Shares Fly High After Third-Quarter Earnings Beat; Slight Raise to Fair Value Estimate |
Delta Air Lines Inc (DAL)
|
10/11/2018 |
| Raising Our Celgene Fair Value Estimate to $116 on Pipeline Conviction Amid Bearish Sentiment |
Celgene Corp (CELG)
|
10/11/2018 |
| Fluor Warns 3Q Results Will Be Weaker Than the Market Expects; We Decrease Our FVE Slightly |
Fluor Corp (FLR)
|
10/11/2018 |