Stephen D. Simpson, CFA

  • Showing 351-400 of 1,750 items
  • <<
  • ...
  • 7
  • 8
  • 9
  • ...
  • 35
  • >>
  1. Disney Does It Again
    Stock Analysis

    Disney Does It Again

    Disney comes through again, but valuation is getting pretty high.
  2. Recent Financials May Not Be Entirely Fair To Hologic
    Stock Analysis

    Recent Financials May Not Be Entirely Fair To Hologic

    Macro pressures are outweighing solid internal progress at Hologic.
  3. Amgen Chased By The Bubble
    Stock Analysis

    Amgen Chased By The Bubble

    Amgen really needs the pipeline to come through to support this valuation.
  4. Whole Foods Back On Pace
    Stock Analysis

    Whole Foods Back On Pace

    Whole Foods carries rich multiples, but the growth seems to justify it
  5. Johnson Controls Has A Lot Of Improving Left To Do
    Stock Analysis

    Johnson Controls Has A Lot Of Improving Left To Do

    Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
  6. Broadcom Has To Play Offense And Defense
    Stock Analysis

    Broadcom Has To Play Offense And Defense

    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  7. Sysco's Reputation Seems More Durable Than Its Growth
    Stock Analysis

    Sysco's Reputation Seems More Durable Than Its Growth

    Sysco seems to be trading more on reputation than reality today.
  8. Ingersoll-Rand Improving, But Are Investors Already Too ...
    Stock Analysis

    Ingersoll-Rand Improving, But Are Investors Already Too ...

    WIthout stronger construction markets, Ingersoll-Rand's turnaround could bog down
  9. BMC Software Shows Again That Getting Full Value Is Tough ...
    Stock Analysis

    BMC Software Shows Again That Getting Full Value Is Tough ...

    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  10. Zions Bancorp Will Likely Find It Harder From Here
    Stock Analysis

    Zions Bancorp Will Likely Find It Harder From Here

    Zions has had a good run, but it may be slower going as lending competition intensifies.
  11. Simpler Looks Better For First Horizon
    Stock Analysis

    Simpler Looks Better For First Horizon

    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the long-term.
  12. Check Point Software Could Be A Second-Half Rebounder
    Stock Analysis

    Check Point Software Could Be A Second-Half Rebounder

    If Check Point can reignite growth, the stock is much too cheap.
  13. Teva Still Too Cheap, But Still Too Uncertain
    Stock Analysis

    Teva Still Too Cheap, But Still Too Uncertain

    Teva's present-day momentum is weak, but the value could appeal to patient long-term investors.
  14. In A Growth-Starved Sector, Becton Dickinson Rules
    Stock Analysis

    In A Growth-Starved Sector, Becton Dickinson Rules

    Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively stronger growth.
  15. Sell-Side Analysts Need Series 86/87 Exams
    Professionals

    Sell-Side Analysts Need Series 86/87 Exams

    Though these tests are not particularly difficult or comprehensive, passing them is mandatory to work as a sell-side analyst.
  16. Alcatel-Lucent Looking At A Long Road, But Not Starting ...
    Stock Analysis

    Alcatel-Lucent Looking At A Long Road, But Not Starting ...

    Alcatel-Lucent has a long road back, but the IP keeps the company in the game.
  17. It Gets A Little Harder From Here For Covidien
    Stock Analysis

    It Gets A Little Harder From Here For Covidien

    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  18. Starbucks' Special Model Is Valuable, But Maybe Not This ...
    Stock Analysis

    Starbucks' Special Model Is Valuable, But Maybe Not This ...

    Starbucks continues to deliver good execution, but the valuation demands greatness.
  19. Good Profitability And Relative Valuation Make Chevron Interesting
    Stock Analysis

    Good Profitability And Relative Valuation Make Chevron Interesting

    Chevron seems underrated and undervalued relative to the likes of Exxon.
  20. Slower Growth And Better Margins Probably Won't Help Amazon
    Stock Analysis

    Slower Growth And Better Margins Probably Won't Help Amazon

    Amazon's growth continues to slow, but from a high level to a slightly less high level
  21. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else
    Stock Analysis

    3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    Disappointing margins dent 3M's all-weather credentials.
  22. Exxon Mobil Profits And Growth Fail To Impress
    Stock Analysis

    Exxon Mobil Profits And Growth Fail To Impress

    Exxon's profitability underwhelmed, but the overall picture hasn't changed much.
  23. Investors Can't Seem To Get Enough Of Hershey
    Stock Analysis

    Investors Can't Seem To Get Enough Of Hershey

    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  24. Are Market Factors Pushing Qualcomm Into The Penalty Box?
    Stock Analysis

    Are Market Factors Pushing Qualcomm Into The Penalty Box?

    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  25. Given Procter & Gamble's Performance, Should The Weak Volumes ...
    Stock Analysis

    Given Procter & Gamble's Performance, Should The Weak Volumes ...

    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  26. Absent Macro Shocks, Cash And Expenses Will Drive Boeing
    Stock Analysis

    Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  27. The Defenestration Of Apple Continues
    Stock Analysis

    The Defenestration Of Apple Continues

    Apple's value as a stock has plunged, but the company seems to be in better shape.
  28. Good Long-Term Trends, But Softer Conditions Today At United ...
    Stock Analysis

    Good Long-Term Trends, But Softer Conditions Today At United ...

    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  29. DuPont's Cyclicality Seems Overpriced
    Stock Analysis

    DuPont's Cyclicality Seems Overpriced

    Investors should be wary of paying a big premium for DuPont's cyclicality.
  30. Texas Instruments Not Quite In The Clear Yet
    Stock Analysis

    Texas Instruments Not Quite In The Clear Yet

    TI's outlook is improving, but core market growth is still lagging.
  31. Is Caterpillar Facing A New Normal In Mining?
    Stock Analysis

    Is Caterpillar Facing A New Normal In Mining?

    Caterpillar has gotten cheaper, but willing the mining industry recover?
  32. Halliburton Has Gotten Interesting Again
    Stock Analysis

    Halliburton Has Gotten Interesting Again

    If oilfield activity has bottomed, Halliburton would be a good pick here.
  33. Kimberly-Clark Looks Way Too Expensive For What It Is
    Stock Analysis

    Kimberly-Clark Looks Way Too Expensive For What It Is

    Kimberly-Clark's growth prospects make today's valuation hard to justify.
  34. Schlumberger Looks Good At Today's Prices
    Stock Analysis

    Schlumberger Looks Good At Today's Prices

    Schlumberger remains the best of breed in the oil services sector, and the price is getting attractive.
  35. GE's Guidance Wasn't Great, But Expectations Seem Low
    Stock Analysis

    GE's Guidance Wasn't Great, But Expectations Seem Low

    GE looks underpriced on its long-term growth potential.
  36. Is Controversy About Robot-Assisted Surgery Showing In Intuitive ...
    Stock Analysis

    Is Controversy About Robot-Assisted Surgery Showing In Intuitive ...

    Uncertainty about procedure growth may be opening a window in these often-expensive shares
  37. IBM Makes It Official – Tech Has Some Troubles
    Stock Analysis

    IBM Makes It Official – Tech Has Some Troubles

    IBM sees a broad miss and the valuation is still too high.
  38. Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft
    Stock Analysis

    Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft

    Microsoft is still not delivering what tech investors really want, but the value looks real.
  39. Thermo Steps Up And Seals A Deal For Life Technologies
    Stock Analysis

    Thermo Steps Up And Seals A Deal For Life Technologies

    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my expectations.
  40. Mediocre Performance Clouding BB&T's Long-Term Value
    Stock Analysis

    Mediocre Performance Clouding BB&T's Long-Term Value

    I remain quite positive on BB&T shares, though I am more bullish than most sell-side analysts.
  41. Nokia Still Straddling Fault Lines
    Stock Analysis

    Nokia Still Straddling Fault Lines

    Nokia Still Straddling Fault Lines by Stephen D. Simpson, CFA Roughly 18 months into his tenure as the CEO of Nokia (NYSE:NOK), Stephen Elop hasn't yet proven much of anything about the future of this ...
  42. Broad Weakness Makes It Harder To Like St. Jude Today
    Stock Analysis

    Broad Weakness Makes It Harder To Like St. Jude Today

    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating stock to own for a little while yet.
  43. Dover May Be Bottoming, But The Street's Already Thinking ...
    Stock Analysis

    Dover May Be Bottoming, But The Street's Already Thinking ...

    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that while the news (and anticipation) cycle has already moved on to the future, what we're ...
  44. Investors Seem To Be Overrating Bank Of America
    Stock Analysis

    Investors Seem To Be Overrating Bank Of America

    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  45. Intel – A Bond's Downside And A Stock's Upside?
    Stock Analysis

    Intel – A Bond's Downside And A Stock's Upside?

    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  46. CSX Adapting To New Realities
    Stock Analysis

    CSX Adapting To New Realities

    It wasn't long ago at all that the rails seemed to have things pretty much all going their way. Better management was producing better margins, pricing advantages over trucking...
  47. Pharma Is Doing All The Pulling For Johnson & Johnson
    Stock Analysis

    Pharma Is Doing All The Pulling For Johnson & Johnson

    Although JNJ reported decent earnings and has some major new drugs lined up - downside risk is definitely still present.
  48. Comerica Looks Like A Slow-Coiling Spring
    Stock Analysis

    Comerica Looks Like A Slow-Coiling Spring

    With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of income, most banks are stuck in a holding pattern. That's particularly true for those banks ...
  49. U.S. Bancorp Is Strong But Needs Growth
    Stock Analysis

    U.S. Bancorp Is Strong But Needs Growth

    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today provided you're willing to project improving returns.
  50. On Track With Volumes And Margins, Coca-Cola Refreshes
    Stock Analysis

    On Track With Volumes And Margins, Coca-Cola Refreshes

    Coca-Cola offers something almost like a hybrid of stock and bond, but investors need to be OK with its valuation.
  • Showing 351-400 of 1,750 items
  • <<
  • ...
  • 7
  • 8
  • 9
  • ...
  • 35
  • >>