Company Name (Ticker) | Date | Report Title | Industry | Team Rank | CEO Rank | |
---|---|---|---|---|---|---|
PVH PVH Corp. | 8/29 2014 | PVH: Recent M&A and Team Turnover Heighten Risk | Apparel/Footwear | ![]() | ![]() | $178.00 |
ARW Arrow Electronics, Inc. | 8/28 2014 | ARW: Management Continues to Shoot Straight | IT Hardware | ![]() | ![]() | $178.00 |
MCV Management CV | 8/28 2014 | Returning Cash or Leveraging the Future? | MCV | ![]() | ![]() | $178.00 |
DFQ Dean Foods Company | 8/28 2014 | DF: The Glass Looks Half Empty | Food and Staples Retailing | ![]() | ![]() | $178.00 |
RAVN Raven Industries, Inc. | 8/27 2014 | RAVN: The Waiting is the Hardest Part | Industrials | ![]() | ![]() | $178.00 |
YELP Yelp Inc | 8/27 2014 | YELP: Concerns Grow Despite Execution Success | IT and Internet Services | ![]() | ![]() | $178.00 |
GTLS Chart Industries, Inc. | 8/26 2014 | GTLS: Weak Bench Trumps Strengths | Machinery | ![]() | ![]() | $178.00 |
FAST Fastenal Company | 8/26 2014 | FAST: Not as Fast or Lean & Too Frugal | Other Retailing | ![]() | ![]() | $178.00 |
PSI-CA Pason Systems Inc. | 8/25 2014 | Pason Systems: Poor Management Skills Fit | Drilling and Oilfield Services | ![]() | ![]() | $178.00 |
ARO Aeropostale, Inc. | 8/22 2014 | ARO: Highly Incentivized New CEO, Poor Skills Fit | Apparel/Footwear | ![]() | ![]() | $178.00 |
XRM Xerium Technologies, Inc. | 8/22 2014 | XRM: Slow Progress, Still High Debt Levels | Durables | ![]() | ![]() | $178.00 |
AIT Applied Industrial Technologies, Inc. | 8/21 2014 | AIT: Less Progress than Anticipated | Other Retailing | ![]() | ![]() | $178.00 |
SNDK SanDisk Corporation | 8/21 2014 | SNDK: Improved Capital Allocation, Strong Returns | IT Hardware | ![]() | ![]() | $178.00 |
TDC Teradata Corporation | 8/20 2014 | TDC: Big Data Pays Off | IT Hardware | ![]() | ![]() | $178.00 |
CERN Cerner Corporation | 8/20 2014 | CERN: Continued Performance with an M&A Kicker | IT and Internet Services | ![]() | ![]() | $178.00 |
TPR Tapestry, Inc. | 8/19 2014 | COH: Good Strategy, Lackluster Traction | Apparel/Footwear | ![]() | ![]() | $178.00 |
MBBYF Mobileye N.V. | 8/19 2014 | MBLY: High Pay, Higher Expectations | Durables | ![]() | ![]() | $178.00 |
INTC Intel Corporation | 8/19 2014 | MBLY: High Pay, Higher Expectations | Semiconductors | ![]() | ![]() | $178.00 |
CTRX Catamaran Corporation | 8/18 2014 | CTRX: M&A Growth with Integration Concerns | Healthcare | ![]() | ![]() | $178.00 |
DHR Danaher Corporation | 8/15 2014 | DHR: Smooth and Gradual CEO Transition | Medical Specialties | ![]() | ![]() | $178.00 |
NOV National Oilwell Varco, Inc. | 8/14 2014 | NOV: Management Changes, Less Impressive Results | Drilling and Oilfield Services | ![]() | ![]() | $178.00 |
AMRX Amneal Pharmaceuticals, Inc. | 8/14 2014 | IPXL: New CEO Inherits a Strong Pipeline | Pharmaceuticals | ![]() | ![]() | $178.00 |
TRAK Dealertrack Technologies, Inc. | 8/13 2014 | TRAK: On the Right Track | IT and Internet Services | ![]() | ![]() | $178.00 |
BDBD Boulder Brands, Inc. | 8/12 2014 | BDBD: EVOLving Growth Strategy | Food and Staples Retailing | ![]() | ![]() | $178.00 |
HP Helmerich & Payne, Inc. | 8/11 2014 | HP: New CEO, Continued Capital Allocation Success | Drilling and Oilfield Services | ![]() | ![]() | $178.00 |
TSCDY Tesco PLC | 8/8 2014 | TSCDY: Top Management in Transition | Food and Staples Retailing | ![]() | ![]() | $178.00 |
CEU-CA Canadian Energy Services & Technology Corp. | 8/8 2014 | CEU: Poor Compensation & Levering Up for Growth | Drilling and Oilfield Services | ![]() | ![]() | $178.00 |
SYT Syngenta AG | 8/7 2014 | SYT: Newfound Discipline with the Right Incentive | Materials | ![]() | ![]() | $178.00 |
TLSNY TeliaSonera AB | 8/6 2014 | TLSN: New Management Lacks the Right Incentives | Telecom | ![]() | ![]() | $178.00 |
MCV Management CV | 8/5 2014 | July 2014 CEO & CFO Changes | MCV | ![]() | ![]() | $178.00 |
LCI Lannett Company, Inc. | 8/5 2014 | LCI: Team of Owner Operators Faces New Uncertainty | Pharmaceuticals | ![]() | ![]() | $178.00 |
TGT Target Corporation | 8/4 2014 | TGT: New CEO, Same Challenges | Food and Staples Retailing | ![]() | ![]() | $178.00 |
AGN Allergan plc | 8/1 2014 | AGN: Good Thoughts Awaiting Details | Pharmaceuticals | ![]() | ![]() | $178.00 |
FELE Franklin Electric Co., Inc. | 8/1 2014 | FELE: Material Selling Amidst a CEO Succession | Machinery | ![]() | ![]() | $178.00 |
ITGR Integer Holdings Corporation | 7/31 2014 | GB: Caution Despite Good Capital Allocation | Medical Specialties | ![]() | ![]() | $178.00 |
HFC HollyFrontier Corporation | 7/30 2014 | HFC: New Generation Looks Past Bad Blood | Oil and Gas Production | ![]() | ![]() | $178.00 |
BKNG Booking Holdings Inc. | 7/29 2014 | PCLN: Succession Done Right | Internet and Business Services | ![]() | ![]() | $178.00 |
MCV Management CV | 7/28 2014 | Activists: This Time It's Different | MCV | ![]() | ![]() | $178.00 |
NSR NeuStar, Inc. | 7/28 2014 | NSR: Solid Team But Renewal Concerns | Other IT Software | ![]() | ![]() | $178.00 |
THOR Thoratec Corporation | 7/25 2014 | THOR: In Need of a Cost Hammer | Medical Specialties | ![]() | ![]() | $178.00 |
TIME Time, Inc. | 7/24 2014 | TIME: Wrong Skills Limited Potential | Media and Entertainment | ![]() | ![]() | $178.00 |
PFPT Proofpoint, Inc. | 7/24 2014 | PFPT: The Proof is in the Execution & Renewals | IT and Internet Services | ![]() | ![]() | $178.00 |
LVS Las Vegas Sands Corp. | 7/23 2014 | LVS: Aging CEO Plans to Stay for a Long Time | Leisure | ![]() | ![]() | $178.00 |
JKHY Jack Henry & Associates, Inc. | 7/22 2014 | JKHY: New President, Same Predictable Path | IT and Internet Services | ![]() | ![]() | $178.00 |
YUM Yum! Brands, Inc. | 7/21 2014 | YUM: CEO Transition on the Way | Leisure | ![]() | ![]() | $178.00 |
COG Cabot Oil & Gas Corporation | 7/18 2014 | COG: Rock Solid with “A Little Bit of Luck” | Oil and Gas Production | ![]() | ![]() | $178.00 |
INTC Intel Corporation | 7/17 2014 | INTC: Growth and Improved Capital Allocation | Semiconductors | ![]() | ![]() | $178.00 |
IONS Ionis Pharmaceuticals, Inc. | 7/16 2014 | ISIS: Weak Ownership and Pay Plan Trumps Pipeline | Biotechnology | ![]() | ![]() | $178.00 |
SHOO Steven Madden, Ltd. | 7/15 2014 | SHOO: Slowing Growth and a Poor Pay Plan | Apparel/Footwear | ![]() | ![]() | $178.00 |
DFS Discover Financial Services | 7/15 2014 | DFS: Well Executed Strategy Shift | Commercial Banks | ![]() | ![]() | $178.00 |
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