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Long Idea: NVIDIA Corporation (NVDA)

Operating in a highly competitive market can put a harsh spotlight on particular companies. Sometimes this spotlight is warranted; sometimes it is not. This week we’re recognizing a leader in the PC market and a company that has ample growth opportunities. These opportunities appear to be unrecognized by the market, and we see significant upside for the stock.
by Kyle Guske II, Senior Investment Analyst, MBA
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Towers Watson Shareholders Are Getting A Raw Deal

Many investors in professional services firm Towers Watson (TW) have viewed the recent merger with reinsurer Willis Group (WSH) as a raw deal for TW shareholders. The crux of their argument comes down to the fact that the value of the deal, based on share prices before the deal was announced, was a ~12% discount to where TW had been trading.
by Sam McBride
Economic Earnings Vs GAAP Earnings
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3 Ways Accounting Tricks Can Crash Your Portfolio

Buried in the footnotes and MD&A, you can find where reported expenses understate true costs, red flags for earnings manipulation and significant differences that need to be reconciled when comparing companies. If you want to understand the underlying economics of the company’s business, you have to understand its accounting policies.
by Sam McBride
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Survive the Market Storm With This Telecom Stock

Telecom and wireless operators are often cited as following the same path as traditional television providers, e.g. Comcast (CMCSA) and Time Warner Cable (TWC), which many believe are being replaced by newer, streaming providers like Netflix (NFLX), Amazon (AMZN), or Google’s (GOOGL) YouTube. This negative view has created an investing opportunity in one of the best companies the telecom industry has to offer.
by Kyle Guske II, Senior Investment Analyst, MBA