| Zoetis Flexes Its Wide Moat Muscles in 4Q; No Change to Our FVE |
Zoetis Inc (ZTS)
|
03:33 PM |
| Juniper's Competitive Positioning Makes Us Cautious; Lowering FVE to $22 |
Juniper Networks Inc (JNPR)
|
03:17 PM |
| Pepsi's Pricing Strengthens in 4Q and Should Be Supported by Heightened Brand Investments |
PepsiCo Inc (PEP)
|
01:33 PM |
| Softness in Sonoco's Consumer Segment Offset by Rebound in Display Margins; Shares Remain Overvalued |
Sonoco Products Co (SON)
|
12:42 PM |
| CBS Reports Weak 4Q; All Access Subscriber Growth Continues to Impress |
CBS Corp (CBS)
|
12:00 PM |
| Brand Advantage Intact as Choice Hotels Works Through Near-Term Headwinds |
Choice Hotels International Inc (CHH)
|
12:00 PM |
| Portland General Growth Plan on Track, Positioned to Add Renewables |
Portland General Electric Co (POR)
|
11:53 AM |
| Our IFF FVE Falls to $134 On Weaker Near-Term Profits; We Remain Skeptical of Frutarom Deal |
International Flavors & Fragrances Inc (IFF)
|
11:49 AM |
| Marathon Consistently Outperforming in the Eagle Ford and Bakken Plays |
Marathon Oil Corp (MRO)
|
11:36 AM |
| Goldcorp Provides Underwhelming 2019 Guidance, but Acquisition by Newmont Remains on Track |
Newmont Mining Corp (NEM)
|
11:21 AM |
| Goldcorp Provides Underwhelming 2019 Guidance, but Acquisition by Newmont Remains on Track |
Goldcorp Inc (GG)
|
11:21 AM |
| Loss of Moat and Drop in Margins Drive a Lower FVE for Smucker; Shares Fairly Valued |
JM Smucker Co (SJM)
|
11:00 AM |
| Raising CF FVE to $50 on Higher Near-Term Outlook Due to Lower U.S. Natural Gas Prices |
CF Industries Holdings Inc (CF)
|
11:00 AM |
| Kinross Achieves 2018 Targets and Issues 2019 Guidance With No Surprises; Shares Fairly Valued |
Kinross Gold Corp (KGC)
|
11:00 AM |
| Trimming Kyocera’s FVE to JPY 7,000 Owing to Weaker Handsets Demand; Shares Slightly Undervalued |
Kyocera Corp (KYOCY)
|
08:14 AM |
| Aegon Reports Poor 2018 Close |
Aegon NV (AEG)
|
08:12 AM |
| Vivendi Ends 2018 on Strong Note; Music Streaming Continues to Drive Growth |
Vivendi SA (VIVHY)
|
08:02 AM |
| Lower Strategic Costs Boost 2018 Results for RBS; FVE Unchanged |
The Royal Bank of Scotland Group PLC (RBS)
|
08:00 AM |
| BorgWarner Reports Solid 2018, but 2019 Guidance Down; Maintaining $56 FVE |
BorgWarner Inc (BWA)
|
07:44 AM |
| Vulcan Shares Surge on Aggregates Strength and Positive Infrastructure Growth Outlook |
Vulcan Materials Co (VMC)
|
07:39 AM |
| GPU Titan Nvidia Not Immune to Industry Challenges as Full-Year Outlook Calls for No Growth |
NVIDIA Corp (NVDA)
|
07:26 AM |
| Another Record Quarter Pushes Arista Past $2 Billion for the Year; Raising FVE to $280 |
Arista Networks Inc (ANET)
|
07:07 AM |
| Challenging Wafer Fab Equipment Environment Doesn't Hinder Our Positive View of Applied Materials |
Applied Materials Inc (AMAT)
|
06:47 AM |
| Currency Headwinds Continue, but Overall Iron Mountain Did Just Fine in 2018 |
Iron Mountain Inc (IRM)
|
06:38 AM |
| Strong Unit Sales Growth in 4Q Allows Rush Enterprises to Outperform Again |
Rush Enterprises Inc (RUSHA)
|
06:32 AM |
| Solid Collection Volume Gains Persist in Waste Management's 4Q |
Waste Management Inc (WM)
|
06:27 AM |
| Berkshire Opens Stakes in Red Hat, Suncor, and StoneCo, Adds Meaningfully to JPMorgan, Dumps Oracle |
Berkshire Hathaway Inc (BRK.A)
|
06:18 AM |
| Berkshire Opens Stakes in Red Hat, Suncor, and StoneCo, Adds Meaningfully to JPMorgan, Dumps Oracle |
Berkshire Hathaway Inc (BRK.B)
|
06:18 AM |
| Louisiana-Pacific Continues Its Push Toward Siding, but Results Remain Tied to OSB for Now |
Louisiana-Pacific Corp (LPX)
|
02/14/2019 |
| Narrow-Moat Pioneer Pushes Ahead With Permian Growth in the Face of Lower Oil Prices |
Pioneer Natural Resources Co (PXD)
|
02/14/2019 |
| West Pharmaceutical's 2019 Outlook Falls Short; Reducing Fair Value Estimate |
West Pharmaceutical Services Inc (WST)
|
02/14/2019 |
| Releasing Spreads Remain High Amid Record Volume, but Federal Realty's 4Q a Slight Disappointment |
Federal Realty Investment Trust (FRT)
|
02/14/2019 |
| Maintaining Our $97 FVE for Incyte Following 4Q; Shares Remain Undervalued as Pipeline Progresses |
Incyte Corp (INCY)
|
02/14/2019 |
| Sun Life Gets Vitamin D From Higher Group Sales and Margins, Offsetting Negative Market Effects |
Sun Life Financial Inc (SLF)
|
02/14/2019 |
| Nice’s Cloud and Subscription Strategy Coming to Fruition Heading Into 2019; Maintaining FVE |
NICE Ltd (NICE)
|
02/14/2019 |
| Telus Ends 2018 With Another Solid Quarter and Results That Justify Its Fiber Build |
TELUS Corp (TU)
|
02/14/2019 |
| CME Group Benefits Greatly From Volatile Markets as NEX Group Comes Into the Fold |
CME Group Inc (CME)
|
02/14/2019 |
| IQVIA Reports Another Solid Quarter; We Like the Narrow-Moat Business, but Shares Remain Overvalued |
IQVIA Holdings Inc (IQV)
|
02/14/2019 |
| As a Challenging Year Ends for No-Moat Pilgrim’s, we see Reasons for Optimism; Shares Attractive |
Pilgrims Pride Corp (PPC)
|
02/14/2019 |
| Favorable Weather Boosts Ameren's 2018 Results |
Ameren Corp (AEE)
|
02/14/2019 |
| Manulife Wraps Up Strong 2018 With a Decent Fourth Quarter; Continued Focus on Capital Release |
Manulife Financial Corp (MFC)
|
02/14/2019 |
| TransUnion Delivers Strong Fourth Quarter, but 2019 Guidance Weak |
TransUnion (TRU)
|
02/14/2019 |
| America Movil Posts Strong Fourth-Quarter Customer Growth; Pricing Power in Mexico Constrained |
America Movil SAB de CV (AMX)
|
02/14/2019 |
| America Movil Posts Strong Fourth-Quarter Customer Growth; Pricing Power in Mexico Constrained |
America Movil SAB de CV (AMOV)
|
02/14/2019 |
| Fourth Quarter Mixed for HCP; 2019 Outlook Lower as Company Sets Stage for Long-Term Growth |
HCP Inc (HCP)
|
02/14/2019 |
| Laredo Pumps the Brakes to Ensure Cash Flow Neutrality in 2019 |
Laredo Petroleum Inc (LPI)
|
02/14/2019 |
| Quest Diagnostics Wraps Up Full Year Close to Our Expectations; No Change to Our FVE |
Quest Diagnostics Inc (DGX)
|
02/14/2019 |
| DaVita Reports Mixed End to 2018, but Valuation Remains Compelling; Stock Remains a Best Idea |
DaVita Inc (DVA)
|
02/14/2019 |
| USG's Struggles Continue in 4Q; Knauf's Acquisition Still Expected to Close in Early 2019 |
USG Corp (USG)
|
02/14/2019 |
| ConvaTec Under Review as We Re-Evaluate Its Operational Challenges |
ConvaTec Group PLC (CNVVY)
|
02/14/2019 |