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Analyst Note Premium Analyst Report Date
Raising Ecolab's Fair Value Estimate to $194 on Higher Near-Term Outlook; Shares Fairly Valued Ecolab Inc (ECL) 03:34 PM
Vulcan Finishes Solid 2019 Unmarred by Weather, but Shares Fully Price in Continued Earnings Growth Vulcan Materials Co (VMC) 03:00 PM
Strong Year-End Margin, On-Track 2020 Guidance Leave Outlook Intact for Advance; Shares Attractive Advance Auto Parts Inc (AAP) 03:00 PM
PG&E Lifts Five-Year Outlook; Market Too Optimistic About Post-Bankruptcy Growth PG&E Corp (PCG) 02:31 PM
Fluor Delays 10-K Filing Amid SEC Probe Into Past Accounting; Lowering Fair Value Estimate Fluor Corp (FLR) 02:24 PM
Pullback in Global Trade Grounds Expeditors’ Fourth-Quarter Air and Ocean Freight Results Expeditors International of Washington Inc (EXPD) 02:11 PM
Near-Term Turbulence Hasn't Affected Medtronic's Wide Moat; Raising Our Fair Value Estimate Medtronic PLC (MDT) 02:00 PM
TransUnion Finishes the Year on a Solid Note TransUnion (TRU) 01:19 PM
Despite a Lackluster End to Fiscal 2020 and Tepid Guidance, Our Long-Term View of Walmart Is Intact Walmart Inc (WMT) 01:00 PM
Franklin to Acquire Legg Mason, Creating $1.5 Trillion AUM Asset Manager; Both Firms Under Review Legg Mason Inc-LeggMason RETAIL (LM) 12:00 PM
Franklin to Acquire Legg Mason, Creating $1.5 Trillion AUM Asset Manager; Both Firms Under Review Franklin Resources Inc (BEN) 12:00 PM
Maintaining $90 FVE as DuPont Makes Leadership Changes; Shares Remain Materially Undervalued DuPont de Nemours Inc (DD) 12:00 PM
Choice’s Investment in Faster-Growing Revenue Segments Aiding Its Brand Advantage; Shares Overvalued Choice Hotels International Inc (CHH) 11:56 AM
Coronavirus Stifles Apple’s Revenue Guidance for Its March Quarter; Shares Remain Overvalued Apple Inc (AAPL) 11:47 AM
Dell Technologies to Sell RSA Security Division for $2.075 Billion; Maintaining $65 FVE Dell Technologies Inc (DELL) 10:29 AM
Divestiture of Less Relevant Businesses Begins at Bed Bath, More to Ensue; Shares Fairly Valued Bed Bath & Beyond Inc (BBBY) 10:05 AM
InterContinental’s Brand Resonates With Owners, as the Virus Impacts Asia-Pacific Travel Demand InterContinental Hotels Group PLC (IHG) 09:10 AM
Intesa Sanpaolo: Offer for UBI Makes Strategic Sense, Not Expensive if Synergies Materialise Intesa Sanpaolo (ISNPY) 09:05 AM
No Dividend Restrictions on Houston Electric; Reaffirming $28 Fair Value Estimate CenterPoint Energy Inc (CNP) 08:55 AM
Caution Across Terex’s Customer Base Masks Strong Aerial Adoption in China; Maintaining FVE Terex Corp (TEX) 08:27 AM
Iron Ore Shines for BHP in Strong First-Half Result, AUD 30 FVE Retained BHP Group PLC (BBL) 02/17/2020
Iron Ore Shines for BHP in Strong First-Half Result, AUD 30 FVE Retained BHP Group Ltd (BHP) 02/17/2020
Canopy Shares Surge as Q3 Results Don’t Look Terrible; Shares Remain Undervalued Canopy Growth Corp (CGC) 02/15/2020
Berkshire Was a Net Seller of Equities in 4Q; Insurer Sells Shares in Wells Fargo and Goldman Sachs Berkshire Hathaway Inc (BRK.A) 02/15/2020
Berkshire Was a Net Seller of Equities in 4Q; Insurer Sells Shares in Wells Fargo and Goldman Sachs Berkshire Hathaway Inc (BRK.B) 02/15/2020
AMN Healthcare Continues Its Streak of Strategic Acquisitions in Q4, but Shares Remain Overvalued AMN Healthcare Services Inc (AMN) 02/14/2020
No Major Surprises in Republic Service’s Fourth Quarter Republic Services Inc (RSG) 02/14/2020
Sensient's Seemingly Perpetual Restructuring Continues but Upward Profit Inflection Yet to Take Hold Sensient Technologies Corp (SXT) 02/14/2020
Mohawk Continues to Battle Myriad Headwinds; We Remain Optimistic That 2020 Will Be a Better Year Mohawk Industries Inc (MHK) 02/14/2020
Centro Norte Finishes 2019 With Solid Growth in Aeronautical and Non-Aeronautical Revenue Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) 02/14/2020
Liberty Global Disappoints With Modest Buyback and Soft Results; Shares Attractive Liberty Global PLC (LBTYA) 02/14/2020
Portland General's 2020-21 Growth Plan Supports Up to 6% Earnings Growth Portland General Electric Co (POR) 02/14/2020
Best Idea Enbridge Posts Strong Fourth Quarter and Strong 2019 Enbridge Inc (ENB) 02/14/2020
Dexcom Prepares for G7 Launch in 2021; Raising Our Fair Value Estimate DexCom Inc (DXCM) 02/14/2020
Precision Posts Somewhat Positive Fourth-Quarter Results in Light of Industry Headwinds Precision Drilling Corp (PDS) 02/14/2020
Lifted by New Cancer Drugs and China Sales, Astra Reports Solid Q4; Outlook Remains Strong AstraZeneca PLC (AZN) 02/14/2020
PPL Lowers 2020 Midpoint Guidance, Reports Full-Year Earnings PPL Corp (PPL) 02/14/2020
Coronavirus Outbreak Shouldn't Put Alibaba’s Full-Year CNY 500 Billion Revenue Guidance at Risk Alibaba Group Holding Ltd (BABA) 02/14/2020
New Name, Slightly Different Business: RBS Announces Downscaling of NatWest Markets With Q4 Results The Royal Bank of Scotland Group PLC (RBS) 02/14/2020
Post-StubHub Buyback Enhances EBay Shareholder Return Proposition, but Longer-Term Questions Persist eBay Inc (EBAY) 02/14/2020
Weak Industrial Production Remains a Headwind in Lincoln Electric’s Fourth Quarter Lincoln Electric Holdings Inc (LECO) 02/14/2020
Delphi Technologies Reports Full-Year 2019 Results; Maintaining $55 Fair Value Delphi Technologies PLC (DLPH) 02/14/2020
Rising Coronavirus Fear Threatens Royal Caribbean’s 2020 Initial Outlook; Shares Undervalued Royal Caribbean Cruises Ltd (RCL) 02/14/2020
Laredo’s 2019 Well Results Highlight the Stock’s Deep Discount, but Will the Market Notice? Laredo Petroleum Inc (LPI) 02/13/2020
Following Soft Q4 Results, Marathon Lowers 2020 Capital Spend and Shifts Toward EF Development Marathon Oil Corp (MRO) 02/13/2020
Nvidia’s Data Center Business Returns to Torrid Growth in the Fourth Quarter; Raising FVE to $160 NVIDIA Corp (NVDA) 02/13/2020
Hawaiian Electric’s Board Sends a Positive Signal by Increasing the Dividend Two Years in a Row Hawaiian Electric Industries Inc (HE) 02/13/2020
Digital Realty Closes 2019 with a Good Quarter as it Prepares for Major Changes in 2020 Digital Realty Trust Inc (DLR) 02/13/2020
Narrow-Moat BlackLine Pulling All Levers to Spur Growth; Raising FVE to $58 BlackLine Inc (BL) 02/13/2020
Cloud Titan Spending Lull Weighs on Arista’s Q4; Cloudy Visibility Ahead; Maintaining $245 FVE Arista Networks Inc (ANET) 02/13/2020