Simple financial analysis & investment research


Ensco Plc Financials Q2 2013

by July 31, 2013
Ensco Plc Financials Q2 2013

Ensco Plc Q2 2013: Absolutely impressive results.
Sales up strongly, both YoY and QoQ.
Leverage / gearing down, with long term debt relatively flat in absolute terms.


American Express Financials Q2 2013

· by July 31, 2013
American Express Financials Q2 2013

American Express Q2: Revenues and earnings up, both YoY and QoQ.
A bit of deleveraging though, part of long term debt being repaid.
Looks like financials crisis is a distant memory


Travelers Financials Q2 2013

· by July 29, 2013
Travelers Financials Q2 2013

Travelers Q2 2013: Revenues relatively flat, but earnings and cash flow from operations up YoY.
Particularly impressing, considering TRV has a declining assets base.
Share repurchases continue unabated.


Crown Castle Financials Q2 2013

· by July 29, 2013
Crown Castle Financials Q2 2013

Crown Castle Q2 2013:
Sales up on LTE tower developments.
Solid earnings, better cash flow from operations.


Facebook Financials Q2 2013

· by July 29, 2013
Facebook Financials Q2 2013

Facebook Q2: Thumbs up.
Sales strongly up, earnings up significantly.
Cash flow from operations higher than ever.


Caterpillar Financials Q2 2013

· by July 29, 2013
Caterpillar Financials Q2 2013

CAT: Digging down.
Sales down YoY, earnings down YoY. Machinery sales recovered somehow QoQ.
Cash flow from operations better on less inventory.


ATT Financials Q2 2013

· by July 28, 2013
ATT Financials Q2 2013

AT&T Q2: Sales flat, shares buybacks, gearing up. Sales are relatively flat, net income flat as well. AT&T becomes more and more indebted due to share repurchase program financed by bank debt.


Bank of America Financials Q2 2013

· by July 28, 2013
Bank of America Financials Q2 2013

Bank of America Financials Q2 2013:
de-leveraging, cutting unprofitable business, increasing operational efficiency, earnings up.


DuPont Financials Q2 2013

· by July 25, 2013
DuPont Financials Q2 2013

DuPont Financials Q2 2013: Net sales of $9.8 billion, 1% below 2012, but 1% higher in volume terms.


Netflix Financials Q2 2013

· by July 24, 2013
Netflix Financials Q2 2013

Netflix Financials Q2 2013: Strong increase in sales, some profit, some operating cash flow