Twitter Gets Gouged on Guidance
Third-quarter earnings are good, but 4Q revenue estimates well short of consensus.
View ArticleAmid HOT Takeover Talk, Starwood Posts Solid 3Q
Potential deal with Hyatt is overshadowing the largely in-line print and guidance.
View ArticleBad Day Follows Good Day for Walgreens
Quarterly results take shine off report of Rite Aid deal.
View ArticlePfizer and Allergan: Why a Merger Makes Sense
Reports of merger talks have been confirmed, and we believe the two pharma giants would both benefit from the deal.
View ArticleStarbucks Perks Along in Latest Quarter
The coffee merchant remains a tremendous growth vehicle with favorable near- and long-term prospects.
View ArticleFacebook Books Another Stellar Quarter
The social network beat estimates across the board, demonstrating increasing brand dominance.
View ArticleFacebook's Investments Are Paying Off
The results confirm our decision to raise the price target.
View ArticleAnticipation Is Over: What the First Kraft Heinz Report Revealed
We are in it for the long-haul change and rationalization taking place.
View ArticleApple Takes Aim at PayPal's Venmo
The tech giant's plan to enter the P2P payments space has our full attention.
View ArticleAllergan Is a Winner -- With or Without Pfizer Deal
We'd love to see Pfizer acquire Allergan, but it isn't the only reason we're in the name.
View ArticleSoros' Stake in Allergan a Real Positive
Becoming the influential firm's number one holding is a decisive vote of confidence.
View ArticleThe Merger Between Allergan and Pfizer Has a Green Light
The Treasury Department's updated rules do not affect it.
View ArticleHold on to Your Allergan Shares After the Merger With Pfizer
The combined company will provide lots of opportunities.
View ArticleKnowing When to Head for the Exits
A beginning-of-December look back at our portfolio through the lens of capital preservation.
View ArticleStrong Jobs Report Ends Rate Hike Debate
We view the news as a positive, especially for our financial and retail/consumer names.
View ArticleWait and See on Dow-DuPont Deal
Neither side has confirmed, but shares are climbing today.
View ArticleCostco Is a Buy on Weakness
We continue to believe in the management and growth story, despite the earnings miss.
View ArticleWhy We Own Energy Transfer Partners in This Dreadful MLP Environment
ETP is truly distinct from its brethren, operating in a rare area experiencing demand.
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