We plan on modestly increasing Shire’s FVE of $220 per ADR following first quarter results that were better than our expectations. We continue to think the company's
long-term production outlook of 453 metric metric tons of iron ore for the company by 2018. Our narrow moat rating and $9 FVE remain intact. The company produced 74.5 Mt of iron ore in the first quarter of 2015, a 4.9% year-over-year increase
Due to our expectation that ferrous and non-ferrous scrap metal prices will be "lower for longer," we anticipate that U.S. scrap flows will remain subdued and the company's operating margins will remain well below levels witnessed before the onset of the global financial crisis. Amid ongoing ...
General Mills' third-quarter results echoed recent sentiment from firms throughout the packaged food arena. While competitive pressures amid a muted consumer spending landscape persist, we’re encouraged by management’s acknowledgement that opportunities exist to grease the wheels of its innovation
No-moat Target reported strong fourth-quarter growth and provided first-quarter guidance, but the company did not offer guidance for fiscal 2015, as management expects to provide full-year guidance and a long-term financial outlook at the firm’s investor meeting on March 3. As such, we don’t expect
commission date target. That said, we think this will be offset by cost deflation across the mining industry and maintain our FVE of CAD 14. Based on our estimates, First Quantum will need to raise over $2 billion of additional debt to fund Cobre Panama
Having questioned wide-moat Berkshire Hathaway's interest in buying non-U.S. companies at last year's annual meeting, and seeing CEO Warren Buffett recently state that he was likely to buy a small business in Europe in the near future and would like to eventually buy more (and bigger) businesses ...
Lenovo’s third quarter financial year 2015 (December quarter) result was ahead of our expectations. The key reason for this was better-than-expected operating margins in Asia-Pacific (ex-China) and EMEA. Management explained that at below 15% to 20% PC market share in a region, the company ...
We anticipate increasing Shire’s FVE by about 5% following its agreement to acquire NPS Pharmaceuticals for $5.2 billion in cash (or $46 per share). We think
Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD ..... Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD ..... Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD