Stephen D. Simpson, CFA


Stock Analysis

  1. Can E.On Maintain Its Fat Dividend Through A Difficult Restructuring? ...

    Economics and politics are forcing a difficult transformation at E.On.
  2. Easy To Like Everything About Kubota Except The Price

    Kubota's growth prospects are alluring, but the valuation is unsettling.
  3. Waiting For Hormel To Get Cheaper Isn't Getting Any Easier

    Even with margin underperformance, the Street is staying in Hormel's corner
  4. Hain Celestial's Valuation Already Incorporates Strong Expectations

    Hain Celestial has strong top-line growth, but margins continue to lag more traditional ...
  5. HP Still Looks Cheap, But Execution Issues Are Part Of The ...

    HP still has some significant competitive and strategic problems to sort out
  6. Abercrombie & Fitch The Latest To Get Trampled

    Abercrombie & Fitch's recovery crumbles under the weight of weak traffic and heavy ...
  7. American Eagle Hammered As Conditions Worsen

    American Eagle warns of even worse pressures on same-store sales.
  8. History Suggests Street Will Get Over “Disappointing” Smucker ...

    Smucker isn't cheap, but worries about K-Cup growth seem a little overdone.
  9. A Solid Beat-And-Raise As Lowe's Closes Some Of The Gap

    Lowe's closes the gap with Home Depot on strong comp sales improvement.
  10. Canadian Dilution And Sluggish U.S. Shopping Bring Target ...

    Target is seeing significant dilution from its expansion into Canada, as well as ...
  11. Intuit Refocusing On What It Does Best

    Intuit is turning back to its past and still appears undervalued on that basis
  12. Analog Devices' Slow Walk To Better Days

    Analog Devices continues to see a slow, drawn-out recovery
  13. Home Depot Moves From Good To Great

    Home Depot continues to see a strong tailwind of improving renovation/remodeling ...
  14. Medtronic Marking Time

    Medtronic looks stuck in low-growth mode for now, but the shares look undervalued. ...
  15. International Rectifier Recovering, But Margins Need To ...

    IRF is seeing demand recover, but driving better cash flow production is critical
  16. Workday Working Some Major Market Mojo

    Workday may be about to radically change enterprise software, but the market has ...
  17. NCR Transforming, But The Street Seems Up To Speed

    NCR is remaking itself as a higher-growth, more competitive company, but the stock ...
  18. Veolia Offers A Decent Dividend, But Both Uncertainty And ...

    Veolia has more self-improvement work ahead, but leverage to an improving Europe ...
  19. Arcos Dorados Still Several Fries Short Of A Happy Meal

    Inflation has made the operating environment quite challenging for McDonald's Latin ...
  20. Corning's Always-Frustrating Mix Of Opportunity And Risk

    Can Corning's potent R&D keep revenue growing fast enough to drive the stock?
  21. Nordstrom Shows That Even The Best Can Struggle A Bit

    Are disappointing comps at Nordstrom the start of a downturn, or just a bump on the ...
  22. Applied Materials Still Waiting For Orders To Materialize

    Applied Materials seems to be well-positioned for the next big cycle in equipment ...
  23. Dell Scratching And Clawing For Share

    Trading margin for market share, Dell is playing a dangerous game.
  24. Consumer Spending Looking Bleaker For Wal-Mart

    Shoppers are pulling back around the globe, leaving Wal-Mart with few levers to pull ...
  25. NetApp Underwhelms, But Still Looks Undervalued

    NetApp may have disappointed the Street, but the underlying value is sitll pretty ...
  26. Agilent Grinding Through Challenging Market Conditions

    Agilent may be quite a bit stronger than its reported numbers would indicate.
  27. The Market's Panic On Cisco Seems Overdone

    The Street seems set to dump Cisco shares, but the underlying value looks pretty ...
  28. Deere May Be Getting Too Little Credit

    Investors are so worried about potential declines in 2014, Deere's stock is slipping ...
  29. Pricing Still A Long-Term Risk, But Illumina Continues To ...

    Pricing Still A Long-Term Risk, But Illumina Continues To Build A Sequencing Fortress ...
  30. Expectations, Not Performance, Eclipse Cree

    Red-hot expectations on Cree leave no room for any disappointment or downward revisions ...
  31. JDSU's Results Highlight The Volatility Of The Telco Capex ...

    JDSU's quarter was okay, but the stock could have room to rise as the telco recovery ...
  32. BlackBerry Finally Looking For A Bidder, But Will A Real ...

    Can BlackBerry sell itself to a company willing to take on the challenge of turning ...
  33. Danaher Could Be Loading Up For A Bigger 2014

    Danaher has the resources to make some major purchases, but prices and expectations ...
  34. With Scale, Flowers Foods Has Built A New Future For Itself

    Flowers is building a strong business, though the shares have run a great distance ...
  35. Jive Software Worth A Closer Look?

    An execution stumble has slashed Jive's value, but the opportunity is still worthwhile ...
  36. Sysco's Benefit Of The Doubt Looking A Little Fuzzy

    Sysco's weak organic growth and even weaker margins ought to be eroding the stock's ...
  37. Weaker Organic Growth Creating An Opportunity In Nestle

    Slightly underwhelming organic growth has created an opportunity in Nestle shares ...
  38. Fusion-io Tries To Hit Reset, But The Street Will Carry ...

    Fusion-io launches a painful reset, and the Street will need some proof before awarding ...
  39. Nvidia's Core May Be Strong, But Tegra Is Getting Expensive

    Weak performance in Tegra makes it hard to like Nvidia's strategy
  40. Can Mondelez Live Up To The Sell-Side Hype?

    Investors already expect quite a bit from Mondelez, and the company may have a hard ...
  41. Novo Nordisk Getting Its Trial By Fire

    Novo Nordisk is facing more challenges than it has in a while, but the growth remains ...
  42. Transocean Still Has Plenty To Prove, But The Valuation ...

    Today's Transocean isn't the Transocean of years past, but it still looks undervalued ...
  43. Groupon Takes Another Step Forward

    Groupon's new model appears to be reviving billings and investor enthusiasm.
  44. A Little Noise In Disney Earnings Shouldn't Matter Much

    There was a little noise in this quarter at Disney, but it doesn't change the long-term ...
  45. Parker Hannifin Skids, But Conditions May Be Bottoming

    Parker Hannifin's disappointing fourth quarter may have investors re-examining their ...
  46. Expectations Seem To Be A Bigger Problem For Emerson

    Emerson's performance continues to run against the high expectations for the company.
  47. ADM Offsetting Weak Volume With Strong Ethanol

    Investors are already looking to 2014, and taking ADM's shares with them.
  48. Hologic Struggling To Find A New Path

    Hologic is struggling to become a growth company again, and the new CEO may find ...
  49. Tyson Foods Continues To Leverage Strong Margins In Proteins

    Tyson goes from strength to strength with good margins, pricing, and volumes in the ...
  50. Global Giant HSBC Still An Attractive Story

    HSBC continues to post quality numbers in a low rate environment.
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