Stock Analyst Notes

To access Stock Analysts Notes, sign up for a free 14-day trial.
Analyst Note Premium Analyst Report Date
Luxottica CEO Departure and Management Change Don't Alter Our Long-Term View; Valuation Still High Luxottica Group SpA (LUX) 09/01/2014
Dropping Coverage of Cliffs Natural Resources Cliffs Natural Resources Inc (CLF) 08/29/2014
CNOOC's 1H Results a Mixed Bag, But Overall Oil and Gas Production Tracking Ahead of Guidance CNOOC Ltd (CEO) 08/29/2014
Dropping Coverage of Worthington Industries Worthington Industries Inc (WOR) 08/29/2014
Amid a Challenging Operating Environment, Chalco Remains Unprofitable Through First-half 2014 Aluminum Corporation of China Limited (ACH) 08/29/2014
Seadrill Meets Expectations in Second Quarter; Outlook Appears Mixed Seadrill Ltd (SDRL) 08/29/2014
Farm Progress Show Highlights Difficult Ag Operating Environment; Reducing CNH's Fair Value to $11 CNH Industrial NV (CNHI) 08/29/2014
Strong Growth for Splunk's Second Quarter; Maintain $54 Fair Value Estimate Splunk Inc (SPLK) 08/28/2014
Pall's Fiscal Fourth Quarter and Full Year Quite Respectable; Maintaining our Valuation Estimate Pall Corporation (PLL) 08/28/2014
Deere's Balance Sheet and Profitability Should Protect It Relative to a Slow Farming Outlook Deere & Co (DE) 08/28/2014
U.S. Farming Remains Challenging; AGCO's Outlook Rests on Acquisitions and Non-U.S. Growth AGCO Corp (AGCO) 08/28/2014
Growth in Canadian Banking and Improved Margin Lead TD Bank to Strong 3Q; Raising FVE Toronto-Dominion Bank (TD) 08/28/2014
Auto Seat Maker Lear to Acquire Leather Producer Eagle Ottawa for $850 Million in All-Cash Deal Lear Corp (LEA) 08/28/2014
Spin-off of Paragon Offshore Positive, but Headwinds Remain for Noble Noble Corp PLC (NE) 08/28/2014
Energy Transfer Equity Under Review; Expect a Material Fair Value Increase Energy Transfer Equity LP (ETE) 08/28/2014
Strong Revenue From Fee-Based Business Led to Good Results for CIBC; Raising FVE Canadian Imperial Bank of Commerce (CM) 08/28/2014
Dollar General's Traffic and Volume Trends Solid, but Intense Price Competition a Concern Dollar General Corp (DG) 08/28/2014
Veolia Posts Solid First-Half Results Veolia Environnement SA (VE) 08/28/2014
Legal Challenges to FedEx Ground Model Persist; We Maintain Our Fair Value Estimate and Moat Rating FedEx Corp (FDX) 08/28/2014
Energy Pricing Reform Was Positive for PetroChina’s 1H Earnings, but Upstream Cost Pressure Lingers PetroChina Co Ltd (PTR) 08/28/2014
Tyson-Hillshire Tie-Up Finally Approved Hillshire Brands Co (HSH) 08/28/2014
Tyson-Hillshire Tie-Up Finally Approved Tyson Foods Inc (TSN) 08/28/2014
Vivendi Reports Weak First-Half Results, but Enters Exclusive Negotiations With Telefonica Vivendi SA (VIVHY) 08/28/2014
Williams-Sonoma's Static 2014 Guidance Disappoints; Shares Fairly Valued Williams-Sonoma Inc (WSM) 08/28/2014
Vivendi Receives Offers for GVT from Telefonica and Telecom Italia; We Expect Telefonica to Win Vivendi SA (VIVHY) 08/28/2014
Vivendi Receives Offers for GVT from Telefonica and Telecom Italia; We Expect Telefonica to Win Telefonica SA (TEF) 08/28/2014
Vivendi Receives Offers for GVT from Telefonica and Telecom Italia; We Expect Telefonica to Win Telecom Italia SpA (TI) 08/28/2014
China Life Improved Its Business Mix; New Business Value Growth Still Trails Peers China Life Insurance Co Ltd (LFC) 08/28/2014
No-Moat Guess Continues to Lose Market Share; Placing Shares Under Review Guess? Inc (GES) 08/27/2014
Tiffany Shares Still Expensive Despite Our Affinity for the Brand and Wide Moat Tiffany & Co (TIF) 08/27/2014
Narrow Moat China Telecom Reports Solid First Half 2014 Despite Mobile Subscriber Declines China Telecom Corp Ltd (CHA) 08/27/2014
Brown-Forman Enjoys Solid Growth in 1Q, but Acquisition Premium Already Priced Into the Stock Brown-Forman Corp (BF.B) 08/27/2014
RBS’ Mortgage Settlement Is Just Another Drop in the U.K. Ocean of Misconduct Royal Bank of Scotland Group (The) PLC (RBS) 08/27/2014
Tiffany Reports Strong Quarter on Gross Margin Gains; Long-term Solid but Stock Expensive Tiffany & Co (TIF) 08/27/2014
Steady as she Goes for ADI as the Firm Reports Solid 3Q Results and Integrates Hittite Microwave Analog Devices Inc (ADI) 08/26/2014
Antero Feels Need for Speed--Adds Rigs, Raises Guidance Antero Resources Corp (AR) 08/26/2014
Fairly Valued WPP Posts Strong 1H Results; Fair Value Estimate and Narrow Moat Unchanged WPP PLC (WPPGY) 08/26/2014
Tim Hortons-Burger King Creates a Competitive Global QSR Company With Strong Growth Potential Tim Hortons Inc (THI) 08/26/2014
Canadian P&C Banking Leads Bank of Montreal to Solid 3Q Results; Maintaining FVE Bank of Montreal (BMO) 08/26/2014
Without Gain From CI Financial Sale, Scotiabank Reports Decent Third-Quarter Operating Results Bank of Nova Scotia (BNS) 08/26/2014
Buffett Puts Berkshire's Cash Toward Helping Finance Burger King's Purchase of Tim Hortons Berkshire Hathaway Inc (BRK.A) 08/26/2014
Buffett Puts Berkshire's Cash Toward Helping Finance Burger King's Purchase of Tim Hortons Berkshire Hathaway Inc (BRK.B) 08/26/2014
Song Remains the Same for Best Buy: Cost Cuts Impressive, but Top-line Growth Elusive Best Buy Co Inc (BBY) 08/26/2014
Continued Industrial Sales Hamper CPFL Energia’s Results CPFL Energy SA (CPL) 08/26/2014
Upstream Production Underpinned the 12% increase in 1H Profit, Raising Sinopec’s FVE to HKD 8 China Petroleum & Chemical Corp (SNP) 08/26/2014
CR Bard Bolsters Narrow Moat With Technology That Appeals to Hospitals Seeking Efficiencies CR Bard Inc (BCR) 08/25/2014
Production Growth and Aggressive Cost-Cutting Buoy YZC's First-Half Earnings Yanzhou Coal Mining Co Ltd (YZC) 08/25/2014
Sonoco Products Makes a Smart Deal in Acquiring Weidenhammer; Increasing Our Fair Value Estimate Sonoco Products Co (SON) 08/25/2014
Goldman Sachs’ $3.15 billion FHFA Payment Is Immaterial to Our Fair Value Estimate Goldman Sachs Group Inc (GS) 08/25/2014
Roche's Acquisition of InterMune Comes at Steep Price, but We're Maintaining Our Roche FVE InterMune Inc (ITMN) 08/25/2014