Stephen D. Simpson, CFA


Stock Analysis

  1. 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 ...
  2. Intel – A Bond's Downside And A Stock's Upside?

    With only decent earnings being reported, Intel must reignite growth to see meaningful ...
  3. CSX Adapting To New Realities

    It wasn't long ago at all that the rails seemed to have things pretty much all going ...
  4. Pharma Is Doing All The Pulling For Johnson & Johnson

    Although JNJ reported decent earnings and has some major new drugs lined up - downside ...
  5. Comerica Looks Like A Slow-Coiling Spring

    With interest rates so low, loan demand pretty sluggish, and regulations chewing ...
  6. U.S. Bancorp Is Strong But Needs Growth

    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp ...
  7. On Track With Volumes And Margins, Coca-Cola Refreshes

    Coca-Cola offers something almost like a hybrid of stock and bond, but investors ...
  8. DISH Network Makes Another Bid For Mobile

    DISH makes another move towards mobile with a bid for Sprint.
  9. Infosys Struggling To Make The Changes

    The unsatisfying results that Infosys has reported recently, combined with pretty ...
  10. Citigroup Looking More Like A Normal Big Bank These Days

    With its first full quarter with new CEO Michael Corbat in charge now in the books, ...
  11. Core Growth At Wells Fargo Is Weak, But The Multiple Doesn't ...

    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity ...
  12. Bank Of The Ozarks Continues To Build Value

    Bank of the Ozarks deserves its premium, as it continues to demonstrate a rare combo ...
  13. Credit Comes To The Rescue, As JPMorgan Sees Soft Core Banking ...

    Improving credit quality at JPMorgan is offsetting sluggish core banking conditions ...
  14. J.B. Hunt's Bigger Challenge Today: Expectations Not Operations, ...

    J.B. Hunt is a good growth story and a well-run company, but valuation is steep. ...
  15. Titan Machinery's Margin Problem

    Revenue growth is still great, but Titan's margin issues threaten the long-term model
  16. Commerce Bancshares Growing Its Balance Sheet, But Profits ...

    Commerce Bancshares remains a high-quality bank, but the valuation is already pretty ...
  17. Fortinet Stumbles, Making Tech Investors Very Insecure

    Does Fortinet's warning bode poorly for other IT companies?
  18. Progressive Improving Quality At The Expense Of Growth

    Progressive is still a fine insurance company, but the growth premium seems overdone ...
  19. Pricey Constellation Brands Has A Lot To Live Up To

    Constellation is seeing solid volume growth, but investors are already very bullish ...
  20. Weak Metalworking Rusting MSC Industrial's Growth Outlook

    Long underestimated, MSC is still priced attractively.
  21. Slowing Sales At Fastenal Not Denting Investor Enthusiasm ...

    Fastenal's growth is definitely slowing, but the multiples haven't really shrunk ...
  22. ADTRAN Looks To Rebound From A Pretty Miserable 2012

    ADTRAN badly needs the long-awaited carrier spending recovery to unlock its value. ...
  23. AngioDynamics Still Struggling To Get Back On Track

    Ongoing revenue growth struggles and eroding market share is making the deep-value ...
  24. GE Pays Up To Get Into Another Attractive Energy Business

    GE is taking a deep dive into artificial lifts with a high-priced acquisition of ...
  25. For Alcoa, It Can Still Get Worse Before It Gets Better

    Alcoa's productivity is impressive, but industry oversupply is a huge problem.
  26. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    F5's guidance adds more fuel to the tech bear bonfire.
  27. RPM's Performance Isn't Perfect, But Continues To Generate ...

    RPM's performance was okay, but the valuation seems to be ahead of the stock.
  28. Schnitzer's Results Are Better, But The Challenges Are Still ...

    Even with a sequential improvement in volumes and margins, Schnitzer faces significant ...
  29. Samsung Stores A No-Risk Opportunity For Best Buy

    Will new mini-Samsung stores rejuvenate Best Buy and threaten Apple?
  30. A Thick Order Book Is Only Part Of The Story For Greenbrier

    Good order flow at Greenbrier doesn't answer long-term margin and economic return ...
  31. Global Payments Still Feeling An Uncomfortable Squeeze

    Global Payments' struggles create an opportunity, but beware of the long-term changes ...
  32. Hope Seems To Outshine Reality At Acuity Brands

    Acuity's near a 52-week high, but expectations seem high relative to margin and ROIC ...
  33. ConAgra Now Getting Almost Full Benefit Of The Doubt

    ConAgra's making slow progress, but it's progress all the same.
  34. Monsanto Looks A Bit Vulnerable At Current Levels

    Monsanto beat expectations, but they could have done better.
  35. The Market May Be Overestimating Adecoagro's Risks

    Volatile farming results and worries about Argentina have pushed Adecoagro shares ...
  36. A Slimmed Down Vestas Hopes For More Than Just Survival

    Vestas is clearly struggling, but may just manage to do more than survive.
  37. Verizon, AT&T And Vodafone – Here We Go Again

    A popular rumor gets new life with word that AT&T may help Verizon facilitate a buyout ...
  38. McCormick Continues To Defy Gravity

    McCormick's consumer volume growth looks great, but the valuation seems to preclude ...
  39. Red Hat's Valuation Looks More Reasonable, But Expectations ...

    While Red Hat's model doesn't generate much leverage, the revenue growth is still ...
  40. Lindsay Corp Still Reaping The Benefits Of The Drought

    Lindsay is still seeing significant drought-related growth, but how much longer can ...
  41. Oracle Dials It Up In Telecom

    Oracle deepens its committment to becoming a major player in telecom equipment and ...
  42. Sonic Still In A Tricky Spot

    Sonic still can't seem to get back in a sales growth groove.
  43. Nike Continues To Just Do It

    Nike seems nearly immune to thinner consumer wallets.
  44. Another Stumble At TIBCO Should Lead To Uncomfortable Questions

    Another disappointing quarter makes it harder to believe in TIBCO's potential.
  45. Oracle's Negative Surprise Underlines A Surprising Volatile ...

    Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but ...
  46. Have See-Through Pants Created An Opportunity In Lululemon ...

    Even with a significant recall, lululemon's valuation demands high growth.
  47. General Mills' Third Quarter Earnings

    General Mills is a solid company that delivered a solid quarter, but valuation may ...
  48. Steady Progress And Unappreciated Value At MetLife

    MetLife is still making steady improvements, but the stock doesn't reflect it.
  49. NetApp Seems Stupid-Cheap

    NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares ...
  50. Whole Foods Disappoints, Comes A Little Closer To Value

    Despite another disappointing quarter, Whole Foods has the potential to produce double-digit ...
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