Stephen D. Simpson, CFA


Stock Analysis

  1. China Mobile's Many 4G Hurdles

    China Mobile holds a 60% share in a market of over a billion potential mobile phone ...
  2. Will New Orders Help National Oilwell Varco Change Course?

    Drilling for oil without products made by National Oilwell Varco would be like computing ...
  3. How Oracle Will Face Its Coming Challenges

    Very few tech companies can do what Oracle Corp. has done, having grown revenue nearly ...
  4. Do Weak Growth And New Challenges Make Cisco A Value Trap? ...

    A frustrating reality of tech investing is that there's really no competition between ...
  5. How Will Qualcomm Weather The Storm?

    Companies like Qualcomm Inc. that build critical smartphone components don't have ...
  6. Can Apple Sustain This Latest Rally?

    For Apple to grow annual revenue by just 1% it has to find almost 3 million new iPhone ...
  7. What Propels Microsoft From Here?

    Having beaten the market over the past year (and up more than 22%), Microsoft is ...
  8. U.S. Bancorp Finds It Harder To Top Itself

    The fifth-largest U.S. bank by deposits and among the very best in terms of return ...
  9. EMC Still Sluggish Amid A Tough Hardware Market

    Between lower guidance after the fourth quarter and the weak hardware results reported ...
  10. Broadcom Paying A High Price To Stay In Mobile

    Financial results from Irvine, Calif.-based Broadcom remain frustrating. While its ...
  11. BB&T Looks For Loan Growth, Cost-Cuts To Drive Earnings

    Most banks remain stuck in a “hurry up and wait” holding pattern where pressure on ...
  12. Wells Fargo In Good Shape, But The Street Knows It

    There are worse things than owning a quality well-run business that Wall Street knows ...
  13. Earnings Paper Cuts Impeding J.P. Morgan's Value

    J.P. Morgan is also among the leading credit card companies in the country, it is ...
  14. Intel Working Through A Difficult Transition

    Chip giant Intel continues to work through a challenge that most leading tech companies ...
  15. Ciena On A Roll With Carrier Spending Picking Up

    100G deployments are starting to drive the equipment market, putting Ciena back on ...
  16. Gerdau Seeing Brazil Get Better, But U.S. Ops Are Struggling

    Gerdau has bright long-term prospects but today's valuation isn't much of a bargain.
  17. Arch Capital Is Excellent, But No Bargain

    Strong reserves and excellent underwriting have Arch Capital basically at fair value.
  18. Coca-Cola FEMSA Adds More Volume In Brazil

    Coca-Cola FEMSA continues to build its lucrative Latin American bottling footprint. ...
  19. Nokia Sells Its Handset Business To Microsoft And Remakes ...

    Nokia metamorphisizes again with the sale of its handset business to Microsoft.
  20. Tata Motors: A Tale Of Two Businesses

    Jaguar is doing exceptionally well, but Tata Motors struggles to replicate that success ...
  21. A Great Model And Growing Markets Powering Copa Holdings

    Copa's Panama-based hub-and-spoke system continues to drive uncommon profitability.
  22. Has Santander Made It Through The Worst?

    Santander has yet to find the bottom with its bad credits.
  23. For BBVA, Does More Spain Mean More Pain?

    BBVA still faces serious risks in Spain, but management's approach appears undervalued
  24. OmniVision Technologies – The Beat(ing) Goes On

    Weaker handset demand and disappointing margins send the shares down sharply again.
  25. Apache Makes Another Move To Reduce Business Risk

    Apache gets a reasonable price for a troublesome asset.
  26. Vodafone, Verizon (And AT&T?) Go Once More Unto The Breach ...

    Verizon and Vodafone are once again talking about a deal for Verizon Wireless
  27. Salesforce.com Shows Some Reacceleration

    Improved billings growth will cheer the owners of this expensive SaaS leader.
  28. Can LEDs Brighten Investor Portfolios?

    LED lighting may be disruptive, but that doesn't mean that the stocks haven't already ...
  29. Pall Always Gets The Benefit Of The Doubt

    Pall's performance was just okay, but the Street likely won't mind.
  30. The Fresh Market Can't Put Margin Worries To Bed

    Persistent worries about margins and an accelerated store opening plan run counter ...
  31. Campbell Soup Doesn't Seem To Be Prioritizing The Right ...

    Campbell Soup continues to make iffy strategic moves and the stock is no bargain
  32. Guess May Be Getting Its House In Order

    Often-volatile Guess is back on the way up with an encouraging second quarter report. ...
  33. Vertex Building A Fortress In Cystic Fibrosis

    Vertex is in the early days of what could be a $10B franchise in cystic fibrosis ...
  34. Winter Still Coming For Joy Global

    Joy Global seems undervalued on a long-term basis, but the near term is still looking ...
  35. Workday Surfing The SaaS Wave

    Workday beats the Street's growth targets, but valuation is still crazy
  36. Another Beat And Raise Highlights Avago's Quality

    Avago's market share strength shouldn't be underestimated
  37. Has The Street Finally Overshot Brown Shoe?

    Brown Shoe had a decent quarter, but Wall Street wants more
  38. Tiffany Continues To Execute At A Higher Level

    Tiffany delivers stronger margins while comps still see some pressure.
  39. Akorn Scores A Rare Win-Win Acquisition

    Akorn builds value by buying Hi-Tech
  40. The Market Already Convinced Colfax Will Meet Or Beat Its ...

    Colfax is delivering on the margin improvements management promised
  41. Yet Another Failure Has Rigel Pharmaceuticals Almost Back ...

    Rigel sees yet another clinical failure from its pipeline.
  42. AstraZeneca Goes Back To The M&A Well Yet Again

    AstraZeneca's acquisition of Amplimmune could pay big dividends in a decade.
  43. Is Improving IT Demand Enough To Maintain Teradata's Rebound?

    Teradata may be Big Data, but that hasn't proven to give it any edge in terms of ...
  44. Amgen Sweetens The Bid And Secures Onyx

    Amgen finalizes a value-additive deal for Onyx
  45. Yahoo! Reclaims Traffic Leadership, But Can It Turn It Into ...

    What does Yahoo!'s sudden rise to the top of internet traffic mean for its business? ...
  46. Aruba Networks Digs In For The Long War

    Aruba is going to have to surrender margin to boost growth in the face of competition ...
  47. Pandora Progressing, But Still Tinkering

    Pandora continues to evolve as the model matures.
  48. Marvell – Unicorn Of The Chip Space?

    Marvell's gaining share and showing good growth in multiple challenging sectors
  49. Autodesk A Little Undervalued, But Uncertainty Is Rising

    Autodesk's base business is still weak, but greater emphasis on SaaS pleases investors
  50. Microsoft Critics Get Their Way, As Ballmer Announces Impending ...

    Ballmer's impending retirement as CEO sets off a long-awaited celebration in Microsoft ...
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