Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Ferreira Steps Down as Vale CEO; Political Meddling Concerns Us, but Capital Allocation Unaffected Vale SA (VALE) 02/24/2017
Trimming Eldorado’s Fair Value Estimate After 4Q Earnings Release; Shares Look Attractive Eldorado Gold Corp (EGO) 02/24/2017
Lowering Enbridge's FVE on Lack of Long-Term Growth Enbridge Inc (ENB) 02/24/2017
South American Challenges Continue to Offset Coca-Cola Femsa’s Mexican Growth; Shares Fairly Valued Coca-Cola Femsa SAB de CV (KOF) 02/24/2017
Regulatory Activity Key for Alliant Energy In 2017-18 Alliant Energy Corp (LNT) 02/24/2017
PSEG's Steady Strategic Growth Plan Offers Upside to Fair Value Public Service Enterprise Group Inc (PEG) 02/24/2017
OGE Posts Weak 2016 Results; ALJ Decision in Pending Rate Case Reduces Our Regulatory Concerns OGE Energy Corp (OGE) 02/24/2017
Dynegy Reaffirms 2017 Guidance, Focusing on Debt Reduction Dynegy Inc (DYN) 02/24/2017
Best Idea Update: Husky's 4Q Results Exceed Our Expectations Husky Energy Inc (HUSKF) 02/24/2017
US Cellular Reports In-Line Results but Issues Weaker Guidance; Shares Fairly on Spectrum Asset United States Cellular Corp (USM) 02/24/2017
Lowering Patterson FVE to Reflect Revised View on Pressure Pumping, Non-Tier 1 Rigs Patterson-UTI Energy Inc (PTEN) 02/24/2017
Royal Bank of Canada's 1Q Results Largely in Line With Our Expectations Royal Bank of Canada (RY) 02/24/2017
RBS' 2016 Net Loss Deepens: Litigation, Conduct, Restructuring Costs Continue to Burden Profits Royal Bank of Scotland Group (The) PLC (RBS) 02/24/2017
Magna Reports Record Full-Year Results; Maintaining Our $46 Fair Value Estimate Magna International Inc (MGA) 02/24/2017
Industry Supply Disruptions Boost BASF's 4Q Results; Outlook Improving Basf SE (BASFY) 02/24/2017
Big Finish to 2016 Reinforces MercadoLibre's Strengthening Moat, Long-Term Growth Optionality MercadoLibre Inc (MELI) 02/24/2017
HollyFrontier Posts Another Poor Quarter, but Things Are Looking Up in 2017 HollyFrontier Corp (HFC) 02/24/2017
Transferring Coverage of Komatsu With JPY 2,400 FVE and Wide Moat Rating Komatsu Ltd (KMTUY) 02/24/2017
Baidu Is Betting on AI-Enabled Businesses, but We Think the Uncertainty of Monetization Is Very High Baidu Inc (BIDU) 02/24/2017
Weibo’s Operating Leverage Continues to Increase; Increasing FVE to $61 Weibo Corp (WB) 02/24/2017
HP Enterprise Reports Mixed 1Q; Reduces Guidance; Lowering Our FVE to $22 Hewlett Packard Enterprise Co (HPE) 02/23/2017
Grupo Televisa Ends 2016 on Mixed Note; FX Headwinds and Higher Programming Costs Impact Margins Grupo Televisa SAB (TV) 02/23/2017
Imax Posts Strong End to 2016; Movie Pipeline Looks Strong with Disney Deal Imax Corp (IMAX) 02/23/2017
Fiscal 2018 to Be Transitional Year for Splunk as Ratable Mix Drifts Higher; Shares Fairly Valued Splunk Inc (SPLK) 02/23/2017
AMC Networks Beats Reduced Expectations, Original Content Continues to Spur Revenue Growth AMC Networks Inc (AMCX) 02/23/2017
Continental Continues Derisking the Stack Continental Resources Inc (CLR) 02/23/2017
Gap Shows Signs of Stabilization; Shares Fairly Valued Gap Inc (GPS) 02/23/2017
Concho Upwardly Revises 2017 Outlook on Strong Fourth-Quarter Performance Concho Resources Inc (CXO) 02/23/2017
Intuit Sees Good QBO Subscriber Growth; Tax Season Off to Slow Start; Shares Overvalued Intuit Inc (INTU) 02/23/2017
Rice Exceeds Guidance With 2017 Production, Driving Strong Fourth Quarter Financials Rice Energy Inc (RICE) 02/23/2017
Pembina’s Fourth-Quarter Results In Line with Our Expectations Pembina Pipeline Corp (PBA) 02/23/2017
Nordstrom Offsets Mall Traffic Weakness with Strong Rack Performance; Shares Fairly Valued Nordstrom Inc (JWN) 02/23/2017
Relaunching Coverage of Narrow-Moat Ingersoll-Rand; Increasing Fair Value Estimate to $81 Per Share Ingersoll-Rand PLC (IR) 02/23/2017
Westar-Great Plains Merger Still Likely to Close Even as Missouri Steps Into the Fray Westar Energy Inc (WR) 02/23/2017
Another Quarter of Free Cash Flow for Whiting; 2017 Volumes Should Ramp Nicely Throughout the Year Whiting Petroleum Corp (WLL) 02/23/2017
RH Announces Preliminary 4Q Results In Line With Expectations; Shares Undervalued RH (RH) 02/23/2017
Public Storage Reports 4Q Earnings; Long-Term Tenants Provide Hope for Sustained Growth Public Storage (PSA) 02/23/2017
Brocade Posts Weak Start of the Year; Merger With Broadcom Remains on Track Brocade Communications Systems Inc (BRCD) 02/23/2017
General Motors' Shares Are Cheap; Opel/Vauxhall Sale Could Mean Another Fair Value Estimate Increase General Motors Co (GM) 02/23/2017
Vale 2016 Results Buoyed by Higher Iron Ore Prices, but These Elevated Profits Are Unsustainable Vale SA (VALE) 02/23/2017
CoStar Reports Fourth-Quarter Results; Deepens Moat Through Staff-Led Broker Trainings CoStar Group Inc (CSGP) 02/23/2017
Grupo Aeroportuario del Sureste’s Passenger Traffic Continues to Impress; Raising FVE Grupo Aeroportuario del Sureste SAB de CV (ASR) 02/23/2017
Sanderson Reports Solid 1Q Results on Rising Exports; Shares Fairly Valued Sanderson Farms Inc (SAFM) 02/23/2017
Tenaris Reports Uninspiring 4Q Results, but We Anticipate Much Improved Profitability in 2017 Tenaris SA (TS) 02/23/2017
Updating Our Tax Assumptions to Reflect Summit’s Favorable Tax Structure; Raising Fair Value Summit Materials Inc (SUM) 02/23/2017
XPO Logistics Continues to Execute on the Cost Front in Its 4Q; Boosting FVE XPO Logistics Inc (XPO) 02/23/2017
LKQ 2016 Results Mixed on Slowing U.S. Organic Growth; Maintaining $30 Fair Value LKQ Corp (LKQ) 02/23/2017
Realty Income Reports 2016 Results; A Premium Valuation for Stable Operations Realty Income Corp (O) 02/23/2017
Gildan Protects Its Market Share in Difficult Demand Environment; Shares Undervalued Gildan Activewear Inc (GIL) 02/23/2017
Disappointing Start to 2017 Does Not Alter Our Long-Term Outlook for Hormel; Shares Fairly Valued Hormel Foods Corp (HRL) 02/23/2017