Halliburton

Restructuring charges are supposed to be non-recurring. When they recur year after year, they stop being noise and start telling you something important about the business.

Staples and utilities get the 'defensive' label, but the historical record is messier. Here's how each so-called defensive sector actually behaved in past recessions.

Defined-benefit pensions can rival a company's bonded debt — yet they sit off the balance sheet. Here's how to find the shortfall and which industrials carry it.

Three auto-industry data points — SAAR, days' supply, and incentives per unit — tell you more about Ford and GM pricing power than any earnings call sound bite.

Every management team has a guidance personality. Knowing whether a CFO sandbags or stretches before the print is half the battle on earnings night.

Same-store sales tell you about the past. For growth restaurant concepts, AUVs, cash-on-cash returns, and new-unit productivity tell you about the future.