Latest Research & Analysis

27-Sep-2018 - Babcock & Wilcox Enterprises, Inc. – BW:  In reviewing BW’s disclosures of an SEC investigation (that we knew about 5 months before the company first disclosed it), we found two subtle language changes in the recent disclosures that we view as dangerous to the outlook....

27-Sep-2018 - Rockwell Collins is playing Disclosure Games® with investors over an internal investigation it said it voluntarily reported to the SEC and DOJ.  To us it appears a number of disclosure sleights-of-hand are being used to trick you into not noticing or being able to gauge the...

27-Sep-2018 - Santander Consumer USA Holdings, Inc. – SC:  In the midst of an array of protracted regulatory problems, on which the disclosures are generally not analytically helpful, we found there is a term of art that the writer of Santander’s disclosures uses with great frequency. ...

20-Sep-2018 - Probes Reporter® research reports provide commentary and analysis on public company interactions with investors and with the SEC. They are heavily reliant on our expertise in using the Freedom of Information Act.  Companies in Today’s Research Update Bruker Corporation -...

20-Sep-2018 - Disclosure Insight® reports provide commentary and analysis on public company interactions with investors and with the SEC. They are heavily reliant on our expertise in using the Freedom of Information Act.  This week Bloomberg broke a story titled, Tesla Faces U.S. Criminal...

20-Sep-2018 - It’s been over a year now since Computer Sciences merged with HP Enterprise Services to create DXC Technology (in Apr-2017).  Would an SEC investigation at CSC even matter today?  It depends.  We go over the record and review the scenarios in today's report.  ...

20-Sep-2018 - Bruker Corporation – BRKR:   Bruker could be in a lot more trouble than investors recognize regarding a subpoena the company disclosed in a 10-Q filed in Nov-2017.  There’s SEC investigative history here that could make this newer investigation more problematic than...

18-Sep-2018 - Probes Reporter® research reports provide commentary and analysis on public company interactions with investors and with the SEC. They are heavily reliant on our expertise in using the Freedom of Information Act. Companies in Today’s Research Update AmTrust Financial Services,...

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