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Economic Moat

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  1. Comerica's Michigan Unit Shows Signs of Growth, Offsetting Some of the Slowdown in Texas

    Commentary

    Fri, 17 Apr 2015

    down from $148 million in the trailing quarter and $137 million in the first quarter a year ago. We are maintaining our moat rating and outlook on the company at this time; however, we are raising our fair value estimate to $51 per share from $47

  2. American Express Has the Resources to Handle a Rough Patch

    Commentary

    Fri, 17 Apr 2015

    performance under these circumstances is indicative of its wide moat , and we do not intend to significantly alter our recently ..... is also expanding its network—a key source of its economic moat —by adding new merchants through its OptBlue program

  3. Elevated Advertising in the First Quarter Fuels Longer-Term Growth at Charles Schwab

    Commentary

    Fri, 17 Apr 2015

    Portfolios, mean that the company’s upward trend is still intact. We are maintaining our $32 fair value estimate and wide moat rating for Charles Schwab. Schwab previously said that advertising would be higher in the quarter from the launch of Schwab

  4. KeyCorp Still Straining to Reduce Costs While Revenues Idle at Outset of 2015

    Commentary

    Fri, 17 Apr 2015

    68% in recent quarters, but returns could continue to lag the bank’s cost of equity in the interim, supporting our no- moat rating, which we plan to maintain. Our outlook on the company is unchanged; however, we are raising our fair value estimate

  5. ServiceNow's First-Quarter Results Were as Expected; Our Fair Value Is Unchanged at $50

    Commentary

    Fri, 17 Apr 2015

    although the upsell rate decelerated slightly from last quarter. We remain comfortable with our $50 fair value estimate and no- moat rating. Revenue increased 52% to $212 million as subscription revenue grew 53.3% to $179.9 million and services revenue

  6. Strong 1Q for Lorillard as Low Gas Prices Provide Momentum; Stock Now Close to Takeout Valuation

    Commentary

    Fri, 17 Apr 2015

    be acquired by Reynolds if the deal is permitted by regulators. There was plenty in the results to support our wide economic moat and stable trend ratings, and we think these results demonstrate the strength of the Newport brand that Reynolds is

  7. 1Q Results Reflect Resilience of GE Industrials; We Continue to Like Long-Term Prospects

    Commentary

    Fri, 17 Apr 2015

    first-quarter results demonstrated strong execution in the operating segments that represent the foundation of GE's wide economic moat . We urge investors to focus on measurable progress in the industrial segment, as consolidated results will be muddled

  8. GE Executes Where It Counts

    Headlines

    Fri, 17 Apr 2015

    first-quarter results demonstrated strong execution in the operating segments that represent the foundation of GE's wide economic moat . We urge investors to focus on measurable progress in the industrial segment, as consolidated results will be muddled

  9. Grupo Aeroportuario del Pacifico Announces Acquisition of DCA, Likely to Increase Business Value

    Commentary

    Fri, 17 Apr 2015

    Wide - moat Grupo Aeroportuario del Pacifico announced that it will purchase Spanish company Desarrollo de Concesiones Aeroportuarias for

  10. Air China’s Positive Profit Alert No Surprise; Earnings and Fair Value Estimates Intact

    Commentary

    Fri, 17 Apr 2015

    of HKD 5.5, very high uncertainty rating, and no- moat rating unchanged. Despite substantial near-term earnings ..... historical average. Since Air China does not have an economic moat , intense competition and reduction of fuel surcharge

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