Home>Topics>Investing Topics>Investment Ideas

Investment Ideas

  1. All
  2. Commentary
  3. Video Reports
  4. Headlines
  1. Unilever: A Great Business At A Fair Price

    Headlines

    Mon, 20 Oct 2014

    Unilever: A Great Business At A Fair Price

  2. FERC Order Upholding Higher Equity Ratio and ROE Adders a Positive For ITC

    Commentary

    Mon, 20 Oct 2014

    certain aspects of a Section 206 complaint in the Midcontinent Independent System Operator region is a positive development for wide - moat ITC Holdings. In November 2013, an industrial group asked FERC to cut the MISO region’s base ROE to 9.15% from 12

  3. Five Things You Should Know About U.S. Small-Caps

    Headlines

    Mon, 20 Oct 2014

    That is still expensive, but our deep dive into the index suggests that many high-quality small-cap stocks still look undervalued . One metric that we think is particularly revealing of quality is ROIC—return on invested capital. Interestingly, the

  4. Biota Pharmaceuticals: An Undervalued Long-Term Influenza Play

    Headlines

    Mon, 20 Oct 2014

    Biota Pharmaceuticals: An Undervalued Long-Term Influenza Play

  5. Gannett Reports Solid 3Q as Robust Broadcast Offsets Weak Publishing Results; Shares Undervalued

    Commentary

    Mon, 20 Oct 2014

    results and supports Gannett's narrow economic moat with the strength of its intangible assets. We still view the shares as undervalued but would recommend investors wait for a greater margin of safety. The broadcast division continued to generate robust growth

  6. Hasbro’s Tone Positive Heading Into Holiday Season; Shares Modestly Undervalued

    Commentary

    Mon, 20 Oct 2014

    Following Mattel’s weak third-quarter earnings report last week, Hasbro’s solid reported results highlight the divergence in performance across these narrow-moat toy businesses. Hasbro’s continued top-line growth, which rose 7% in the third quarter, supports the focus on growing the company’s seven

  7. Canadian Pacific Indicates End of Merger Discussion With CSX

    Commentary

    Mon, 20 Oct 2014

    an opportune time to propose such combinations due to shipper and regulator current concerns about delays. We maintain our wide moat ratings and valuation for both firms, and we don't think this is the last word on Class I mergers. We expect CP CEO Hunter

  8. Tesoro Fair Value Likely to Increase With Tesoro Logistics' Acquisition of QEP Field Services

    Commentary

    Mon, 20 Oct 2014

    Tesoro’s fair value estimate to increase once we incorporate the transaction into our model. Our narrow moat rating is unchanged. Tesoro rates as one of our more undervalued refiners despite the positive reaction to the deal.

  9. VF Third Quarter Light Revenue Due Mostly to Timing Shifts; Stock Undervalued

    Commentary

    Mon, 20 Oct 2014

    economic environment, and that mix shifts and cost efficiencies are supporting continuing margin expansion as reflected in our wide moat , positive moat trend, rating. Although we may slightly lower our fiscal 2015 estimates in an effort to reflect a foreign

  10. Berkshire Hathaway: 20%+ Undervalued ? DCF Calculation

    Headlines

    Mon, 20 Oct 2014

    By Search4Value : Berkshire Hathaway: Intrinsic Value Calculation Berkshire Hathaway is diversified in its holdings through several businesses and sectors. The primary sectors are property, insurance, finance, manufacturing, utilities and retail. In this article, we will attempt to value Berkshire

« Prev12345Next »
Content Partners