Santos : Executive summary: FVE benefits from the aging of the ..... segments expected to benefit. Five Star Quality Care ( FVE ) is one of the quoted operators ..... a closer look. The business Five Star Quality Care operates 251 senior living facilities
Corporate Office Properties Trust has initiated 2014 guidance that is broadly in line with our expectations for the firm. We have tweaked our model and lowered our 2014 normalized FFO forecast $0.02 per share to $1.92, which falls at the high end of management's forecast range of $1.84-$1.92. ...
We continue to believe Hormel’s scale and portfolio of solid brands are worthy of a narrow economic moat, backed by mid-to-high single-digit organic revenue growth resulting from a healthy combination of higher prices and volume in the firm’s core segments. We think management’s long-term focus and
With wide-moat Franklin Resources releasing preliminary AUM data for the September quarter earlier this month, we had a good idea of where the company was sitting before the release of its fiscal fourth-quarter results. We did, however, underestimate the level of outflows the firm would report for
Colfax CFX experienced continued weak demand levels during the second quarter, consistent with what we have heard from other diversified industrial companies' results. Year-over-year organic revenue was flat though represented a positive inflection from 3% down quarters the past two quarters. ...
A dichotomy for no-moat-rated Volkswagen VOW3 will again exist in 2013 where Western European sales volume declines but consolidated revenue will increase. We think the company will offset European volume declines with increased market share in the U.S. but also with growth from the so-called BRIC
In yet another sign that wide-moat-rated BlackRock BLK is making further inroads into the retail channel, Fidelity Investments announced this morning that it is expanding the terms of its three-year-old partnership with BlackRock's iShares unit. This will more than double the number of ...
Casino Guichard-Perrachon CO reported more-detailed fourth-quarter and 2012 full-year results that showed overall trading margin expansion. On previously reported sales, consolidated underlying trading profits of EUR 2 billion were in line with management’s recent guidance and consensus, so these
We had a pretty good idea of where Legg-Mason LM was sitting prior to the release of its fiscal first-quarter results. It already released assets under management, or AUM, data for December 2012 early last month, and management provided more specific guidance on the writedowns the firm planned to
With Franklin Resources BEN releasing preliminary assets under management data for the December quarter earlier last month, we had a pretty good idea of where the company was sitting prior to the release of its fiscal first-quarter results. The company did, however, report a somewhat higher level