Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
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) 10:39 AM
Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done Nutrien Ltd (NTR) 10:39 AM
AT&T/Warner's Planned Direct-to-Consumer Offering Likely of Limited Appeal in Proposed Form AT&T Inc (T) 07:40 AM
Takeaways from PMI Investor Day: ZBB Strategy Addresses Our Concerns Over Peak Tobacco Margins Philip Morris International Inc (PM) 03:00 AM
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) 10/14/2018
PNC Sees Only Modest Loan Growth; Expenses Continue to Grow in Line With Revenue PNC Financial Services Group Inc (PNC) 10/12/2018
Citi on Track to Meet Targets; Maintaining Our FVE Citigroup Inc (C) 10/12/2018
Small Additional Legal Accrual for Wells, but Expenses Remain on Target for Longer-Term Decrease Wells Fargo & Co (WFC) 10/12/2018
JPMorgan Continues Strong Results in 3Q; We Are Increasing Our FVE JPMorgan Chase & Co (JPM) 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) 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
Walgreens Reports a Mixed 4Q as Headwinds Continue to Pressure Its Operations Walgreens Boots Alliance Inc (WBA) 10/11/2018
Concerns About Chinese Demand Bring Luxury Valuations Closer to Our FVEs; Richemont Attractive The Swatch Group AG (SWGAY) 10/11/2018
Concerns About Chinese Demand Bring Luxury Valuations Closer to Our FVEs; Richemont Attractive Tiffany & Co (TIF) 10/11/2018
Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value Rio Tinto PLC (RIO) 10/10/2018
Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value BHP Billiton PLC (BBL) 10/10/2018
Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value BHP Billiton Ltd (BHP) 10/10/2018
TransDigm Lands a Big One: Esterline to Be Acquired for $4 Billion TransDigm Group Inc (TDG) 10/10/2018
Adobe Remains a Creative Software King; Raising FVE to $300 Adobe Inc (ADBE) 10/10/2018
Adient Looks Cheap to Us, but Risks Around Timing of Restructuring and New CEO's Plan Remain Adient PLC (ADNT) 10/10/2018
Strong Top-Line Growth Continues During Fastenal's 3Q; Operating Margin Improves Fastenal Co (FAST) 10/10/2018
Starbucks Remains One of Our Top Ideas in Restaurants, and We Agree with Ackman's Investment Case Starbucks Corp (SBUX) 10/10/2018
Ongoing Strong Execution at Dollar General Boosts Our Optimism, but Shares Appear Fairly Valued Dollar General Corp (DG) 10/09/2018
Align's Intangible Assets Warrant a Narrow Moat, but Patent Expirations Imply a Negative Trend Align Technology Inc (ALGN) 10/09/2018
Family Dollar's Challenges Damp Our Moat Assessment for Dollar Tree Dollar Tree Inc (DLTR) 10/09/2018
Caterpillar's Restructuring Produces Significant Gains Caterpillar Inc (CAT) 10/09/2018
Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper Packaging Corp of America (PKG) 10/09/2018
Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper International Paper Co (IP) 10/09/2018
Strong Containerboard Profitability Spurs Additional Capacity Investment by ND Paper WestRock Co (WRK) 10/09/2018
D.R. Horton's Preliminary 4Q Home Deliveries Miss Not a Reason for Investors to Panic D.R. Horton Inc (DHI) 10/09/2018
American Airlines Updates Guidance; We Maintain Our $44 Fair Value Estimate American Airlines Group Inc (AAL) 10/09/2018
PPG's 3Q Earnings Warning Sends Shares Lower; Maintaining $103 FVE PPG Industries Inc (PPG) 10/09/2018
WPP Loses Ford Creativity to Omnicom, but Volkswagen Opportunity Remains; Both Stocks Undervalued Omnicom Group Inc (OMC) 10/09/2018
WPP Loses Ford Creativity to Omnicom, but Volkswagen Opportunity Remains; Both Stocks Undervalued WPP PLC (WPP) 10/09/2018
Ensco-Rowan Merger Signals Potential Shift in Offshore Drilling, but Our FVE Is Unchanged for Now Rowan Companies PLC (RDC) 10/09/2018
Ensco-Rowan Merger Signals Potential Shift in Offshore Drilling, but Our FVE Is Unchanged for Now Ensco PLC (ESV) 10/09/2018
Aviva CEO Mark Wilson Steps Down Aviva PLC (AVVIY) 10/09/2018
Wide-Moat Blackbaud Cuts Near-Term Outlook; Lowering FVE to $102 Blackbaud Inc (BLKB) 10/08/2018
Norsk Hydro Receives Key Authorization for Alunorte Facility; FVE Unchanged Alcoa Corp (AA) 10/08/2018
Third-Quarter Senior Housing Numbers Lower Our FVE but also Uncertainty for Welltower Welltower Inc (WELL) 10/08/2018
Millicom to Enter Panama With Cable Onda Acquisition; Maintaining FVE, Shares Undervalued Millicom International Cellular SA (MIICF) 10/08/2018
IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact Bayerische Motoren Werke AG (BMWYY) 10/08/2018
IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact Tesla Inc (TSLA) 10/08/2018
IPCC Report Recommends Faster EV Adoption; Our Above-Consensus EV Adoption Thesis Is Intact General Motors Co (GM) 10/08/2018