The no-moat firm is seeing a decline in its satellite segment, but is enjoying continued growth at the Sling OTT service.
We are maintaining our fair value estimates and wide moat rating for the firm.
We view Kraft Heinz as fairly valued but don't expect to alter our fair value estimate.
Tesla reported another loss in the second quarter, but CEO Elon Musk is upbeat that the firm will be profitable going forward.
We don't expect a big change to our fair value estimate for the narrow-moat firm.
The iPhone X, 8 and 8 plus pushed average selling price up an impressive 20% in the quarter, but we think investors should wait for a more attractive entry point.
Investors would be wise to stock up while shares trade at a 15%-20% discount to our valuation.
No fair value change is planned for the narrow-moat firm.
We’re boosting our fair value estimate for Amazon as advertising, AWS, Prime and third-party sales are each contributing to an increasingly visible long-term cash flow story.
With the recent sell-off, we think Intel offers a compelling investment opportunity.
The company is sustaining its strong growth trajectory, but we think the current market price is overly rich.
We have confidence in the firm’s future, but investors should wait for a larger margin of safety in the wide-moat and high uncertainty name before jumping in.
Wireless results improved, but AT&T's entertainment struggles continued.
We're raising our fair value estimate for Alphabet after the firm's better-than-expected quarter.
A cut in guidance has sent shares plunging, but we see no permanent deterioration in the fundamentals of the business.
The toymaker could be set to deliver modestly positive top-line growth again.
We reiterate our fair value estimate and wide economic moat rating for the firm.
Although Comcast may still vie for Sky, we think Disney will close on the Fox deal soon.
We are reducing our $44 fair value estimate and see the stock as modestly undervalued but would prefer a wider margin of safety.
We are maintaining our $168 fair value estimate and narrow economic moat rating for the firm.
We don't expect a material change to our fair value estimate for the narrow-moat firm.
We are reiterating our fair value estimate and narrow moat rating for the managed-care firm.
We don't expect any major changes to our fair value estimate after results were in line with expectations.
We are retaining our narrow moat rating and our fair value estimate for the firm.
We are maintaining our fair value estimate for the narrow-moat firm.
The narrow-moat bank's efforts for increasing profitability are showing results.
We continue to expect positive results from the narrow-moat bank, but there are signs of both macro and micro pressures that can slow earnings growth.
The bank is still looking to regain its footing, but the pessimism surrounding the stock is an opportunity for investors.
We are maintaining our fair value estimate for the firm after solid second-quarter results.
The deal to acquire CA Technologies doesn't have any clear synergies, but the premium Broadcom is paying is modest for a tech merger.
The negative news puts increased pressure on AbbVie's remaining pipeline to offset upcoming biosimilar pressures on its key drug Humira.
With significant experience as a CFO at companies with similar end markets in construction, Suzanne Wood is a suitable replacement.
The wide-moat firm's enviable portfolio of beverage and food brands support its edge.
We're confident in the wide-moat firm's cloud sales.
We've upgraded the narrow-moat firm's moat trend to stable from negative.
The high-spec nature of its fleet won't insulate the offshore driller from the woes afflicting the broader rig market.
We think mispriced Norwegian Cruise Lines is poised to pivot nimbly to capitalize on evolving consumer trends.
We believe the tie-up is attractive for Boeing but give the arrangement about a 50/50 shot of going forward.
The company reached what we consider a fair settlement in Texas and continues toward a constructive conclusion of its rate case in New Mexico.
Short-term attendance hiccups could alter long-term earnings power.
The narrow-moat firm is acquiring the marketing solutions business of Acxiom.
We remain concerned about possible tariffs on imported vehicles, but for now, the U.S. auto industry looks healthy to us.
We may lower our fair value estimate on VMWare once the $11 billion dividend is paid to reflect the major hit to its cash balance.
While we are skeptical of the revenue synergies the firm hopes to achieve with its purchase of Neovia and Protexin, we think the cost savings synergies are largely achievable.
The brand assets that underpin the narrow-moat beverage producer's competitive edge remain healthy.
Innovation and digital investments have allowed the wide-moat firm return to positive growth in the region.
The online giant gains a foothold within the pharmaceutical supply chain.
Though a few banks ran into issues, the overall restrictions imposed by the Fed will not be that significant.
We've changed the firm's economic moat rating to narrow and reduced our fair value estimate.