Wednesday, September 30, 2015

Danaher Corporation Business Model Analysis

Danaher Corporation  recently delivered a solid set of second-quarter earnings that belied some of the disappointing reports we have seen from other companies in the industrial sector in this current earnings season. The company is known for its business model of acquiring companies and then applying its Danaher Business System, or DBS, in order to increase their productivity.


Let's take a closer look at the earnings report and by use of a slideshow see if the business model is still working


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Monday, September 28, 2015

Emerson Electric Earnings Analysis

Emerson Electric (NYSE:EMR) was already having a difficult 2015, but unfortunately it just got a bit worse with its third-quarter results. The company continued its three-quarter-long streak of lowering its underlying revenue guidance, and management continued to caution investors that market conditions are likely to remain difficult for the next year. Let's take a closer look at the underlying trends in the results, and the pressures building up on the company.


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Cognex Corporation Earnings Analysis

Cognex Corporation delivered a solid set of results for its second quarter, but its guidance for the third quarter was nothing less than a disappointment. In short, management's expectations for revenue fell significantly short of expectations. The news is all the more disconcerting because the company has been taking steps to gear up for growth in precisely the kind of orders and revenue that won't be appearing in the third quarter. What went wrong?


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Monday, September 21, 2015

BorgWarner Faces Headwinds

Engine and powertrain company BorgWarner released its second-quarter earnings today, and disappointed the market by missing analyst estimates and reducing its full-year guidance. If there's one thing you can conclude from the recent spate of earnings in the industrial sector, it's that China's automotive sector is slowing.

In truth, after missing analyst estimates in its first quarter, the pressure was on BorgWarner to come up with a good set of results this time around. Unfortunately, a combination of factors conspired to disappoint such hopes. Let's take a closer look at what happened.


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Sunday, September 20, 2015

Jones Lang LaSalle Earnings Analysis

Commercial real estate services company Jones Lang LaSalle delivered another strong set of results in its second-quarter and one detail in its earnings and guidance helped allay some concerns over the North American commercial construction market.


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Saturday, September 19, 2015

Precisiom Castparts Equity Analysis

Precision Castparts (NYSE:PCP) missed analyst estimates for revenue and EPS in its first-quarter results, yet the stock moved sharply higher on the day. The company has disappointed investors with its past few earnings reports, but that wasn't enough to stop Warren Buffett's Berkshire Hathaway from adding to its position in the stock. Despite the disappointments, or possibly because of them, the stock has become a value proposition. Let's look at what happened in its first quarter.


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Friday, September 18, 2015

Johnson Controls Conference Call Takeaways

Investors in Johnson Controls Inc. (NYSE:JCI) have watched the company being restructured in the past couple of years, and the recent third-quarter results promised more of the same. Having announced an intent to explore strategic options for its Automotive Experience segment (dealing in car seating and interiors) in June, management subsequently released third-quarter results and announced plans for a tax-free spinoff of the segment -- one that could change the nature of the company. With this development in mind, let's look at the five key takeaways from the earnings report.


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Monday, September 14, 2015

United Parcel Service Earnings Analysis

Despite some disappointing developments in the last three months, United Parcel Service (NYSE:UPS) managed to beat earnings estimates with its second-quarter results. Moreover, management pleased investors when it expressed confidence in hitting the upper end of the company's full-year guidance range. The stock is up more than 5% as of this writing. Let's take a look at how the package delivery company managed to do this.


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Sunday, September 13, 2015

Robert Half International is a Growth Stock

For the second quarter in a row, staffing specialist Robert Half International (NYSE:RHI) reported a good set of results -- only for the market to sell off the stock. Guessing how and why the market reacts to earnings reports is a thankless task, and investors are probably better occupied by focusing on what the numbers mean for the developing trends in the business. With that in mind, let's take a look at the tale of Robert Half's second quarter.


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Thursday, September 10, 2015

Dassault Systemes Equity Analysis

Engineering and design software company Dassault Systemes (OTC:DASTY) has had a strong year so far in 2015, with the stock price up 26% year to date. Moreover, its second-quarter results confirmed the company's growth prospects, and for the second quarter in a row, management upgraded its full-year guidance.



Let's take a look at four key takeaways from the results.


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Wednesday, September 9, 2015

Check Point Software Equity Analysis

Check Point Software Technologies Ltd. (NASDAQ:CHKP) released a set of second-quarter earnings that suggested the company is on track with most of its growth initiatives in 2015. In recent years, the company has been known as the highly cash generative but low growth investment option in the network security sector. However, given its recent performance it might be time to reappraise that assessment. Let's take a closer look at the results.


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Saturday, September 5, 2015

Illinois Tool Works Earnings Analysis

Illinois Tool Works (NYSE:ITW) unveiled a mixed set of second-quarter results that initially disappointed the market, and the stock is marked down a few percentage points as of this writing. However, there are a lot of things going on underneath the surface of the headline numbers. Let's take a closer look as I highlight the key points in the quarter.


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Wednesday, September 2, 2015

Is Advance Auto Parts a Stock to Buy?

Back in October of last year, I took a look at the investment prospects  for Advance Auto Parts, (NYSE: AAP) stock. The investment case for buying the stock rests on the successful integration of General Parts International, a deal that results in Advance Auto becoming the largest auto parts retailer in the U.S.

With the stock up more than 25% since October, I thought it would be time to update investors on progress with the integration. Is it going smoothly enough to justify the stock price move?


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