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  1. Orange Agrees to Acquire Jazztel in Spain; Reducing Our Fair Value Estimate

    Commentary

    Tue, 16 Sep 2014

    value estimate for Orange's local shares to EUR 14 from EUR 15 and the ADR to $18 per share from $20. The additional hit to the ADRs is due to the continued weakness of the euro versus the dollar. There is no change to our moat rating.

  2. Belle’s Second Quarter Disappoints, but Still in Line with Estimates

    Commentary

    Mon, 15 Sep 2014

    lower-tier cities, where consumer spending power is less robust than in more developed population centers. We leave our valuation assumptions unchanged, and maintain our fair value estimate of HKD 7.00 per share and no- moat rating.

  3. Macquarie Upgrades Earnings Guidance on Strong Funds Management Performance

    Commentary

    Mon, 15 Sep 2014

    No- moat Macquarie Group continues to benefit from stronger markets with vague fiscal 2015 earnings guidance issued at its annual general

  4. T. Rowe Price Group Looks Reasonable Here

    Headlines

    Mon, 15 Sep 2014

    with principle focus on no-load funds. The firm's strong market position and recognizable brand help to create a bit of a moat in an otherwise very competitive field. With that in mind, I think that over the longer term the stock should do well, and

  5. New Morningstar Analyst Report for Priceline Group Inc

    Stock Reports

    Mon, 15 Sep 2014

    this rating is from significant value-destroying acquisitions; for instance, although the purchase of OpenTable should offer moat -enhancing effects and is relatively small versus Priceline's total business, we view the purchase price as relatively expensive

  6. Hurricane Odile Leads to Closure of Los Cabos and La Paz

    Commentary

    Mon, 15 Sep 2014

    Wide - moat Grupo Aeroportuario del Pacifico reported that it has closed both Los Cabos and La Paz airports in Baja California as Hurricane

  7. Rayonier Advanced Materials Is A Bargain Spin-Off

    Headlines

    Mon, 15 Sep 2014

    9th at an investor conference , so the market is just beginning to understand the opportunity. RYAM is the leader in a highly concentrated industry with high barriers to entry (massive moat from over 85 years of experience Complete Story »

  8. Updating Terex's Earnings Outlook on Challenging Emerging Market Financing Conditions

    Commentary

    Mon, 15 Sep 2014

    We are maintaining our $39 fair value estimate and no- moat rating for Terex following the announcement to reduce its 2014 EPS outlook by 6% to 11% to a $2.35-$2.50 range. The

  9. Orange's Rumored Acquisition of Jazztel Makes Strategic Sense, but We're Concerned Over Price

    Commentary

    Mon, 15 Sep 2014

    high multiple will make earning a decent return on capital difficult, as the Spanish market has become very price-competitive. If the deal goes through, we would likely lower our fair value estimate. It would not change our moat rating.

  10. Sinopec Disappoints With the Divestiture of its Marketing Asset

    Commentary

    Mon, 15 Sep 2014

    term, and the less-than-desirable list of new owners could hinder the speed of reforms. Overall, our no- moat , negative moat trend ratings, and HKD 8 per share fair value estimate remain unchanged. Sinopec sold roughly 30% of its marketing

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