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    1. We're Not Certain That Samsung's Miss Will Lead to Apple's Gains; Maintain Our $87 FVE

      Commentary

      Tue, 8 Jul 2014

      Samsung reported preliminary second-quarter revenue and operating income that were both below Wall Street consensus expectations. For the first time, Samsung provided commentary around its preliminary press release, most likely in an effort to calm investor concerns, as its stock is down over 11%

    2. Red Hat's First Quarter in Line with Our Model, Guidance Raised; Our FVE is Unchanged

      Commentary

      Thu, 19 Jun 2014

      Red Hat's first-quarter results were modestly ahead of our forecast, but signs of life in the firm's expanded product portfolio outside of Linux were promising. We will likely leave our fair value at $50 and our narrow moat rating unchanged. Revenue grew 16.7% year over year to $423.8 million, 2.9%

    3. FCA Reports Solid Year-Over-Year Gains in U.S. May Sales Volume; Maintain FVE

      Commentary

      Tue, 3 Jun 2014

      No-moat rated Fiat Chrysler reported a 17% year-over-year increase in U.S. sales for the month of May. We believe the results were aided by weaker sales earlier in the year as consumers postponed a trip to the dealership during the rough weather experienced in the first quarter. Jeep brand led the

    4. CI Financial Has Left Scotiabank With Few Options for Its 37% Stake; No Change to FVE or Moat Rating

      Commentary

      Thu, 15 May 2014

      Shares of CI Financial are taking it on the chin today after Bank of Nova Scotia, which holds a 37% stake in the asset manager, announced it was looking to scale back its holdings in the firm. For the past five years, Scotiabank has benefited from its minority stake in CI Financial, with the asset

    5. COPT's Initial 2014 Forecast Broadly in Sync With Our Expectations; Our FVE Remains $27

      Commentary

      Fri, 10 Jan 2014

      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.  ...

    6. Hormel Shares Jump After Firm Reports Decent 4Q Earnings; Raising FVE , but Shares Still Appear Rich

      Commentary

      Tue, 26 Nov 2013

      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

    7. Franklin Resources Reports Solid 4Q but Faces Stiffer Headwinds in Fiscal 2014; No Change to FVE

      Commentary

      Thu, 24 Oct 2013

      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

    8. Colfax Drives Impressive Margin Gains in 2Q; We Raise our FVE by 11%

      Commentary

      Mon, 29 Jul 2013

      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. ...

    9. Volkswagen Guides to Revenue Increase but Flat Operating Profit for 2013; Maintaining EUR 195 FVE

      Commentary

      Thu, 14 Mar 2013

      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

    10. Fidelity Expands ETF Agreement With BlackRock's iShares Unit; No Change to BlackRock FVE

      Commentary

      Wed, 13 Mar 2013

      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 ...

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