Stock Analysis
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Amdocs A Good Value As Is, But With Growth Upside
Amdocs needs to generate better growth, but even without it the valuation is pretty ... -
Valuation Is Finally Reasonable At FactSet, But Growth Is ...
FactSet's valuation is more reasonable today, but the growth issues are greater. ... -
W.R. Grace – Maybe The Most Valuable Bankrupt Company Going
Grace will emerge from bankruptcy as a great specialty chemicals company, but not ... -
Enthusiasm Over SK Telecom Has Gone Far Enough
After a big rally, SK Telecom looks fully valued now and with questionable growth ... -
Elan Shareholders Bring Management To Heel
The rejection of Elan management's proposed transactions ought to accelerate the ... -
Does AT&T Have Global Ambitions?
Rumors are swirling that AT&T approached Telefonica with a buyout bid -
Rockwood Gets Its Deal For CeramTec
Rockwood gets a solid multiple for its high-margin, growing CeramTec business. -
Weyerhaeuser Has A Busy Father's Day
Weyerhaeuser makes a serious of moves that should build long-term value -
Even Near A 52-Week High, MetLife Seems Undervalued
MetLife has rebounded nicely, but should outperform as rates move up again. -
Can National Oilwell Varco Win Back The Love?
The Street seems to have forgotten its love of this leading energy equipment company. -
Peabody Energy Carries Higher Expectations, But Solid Value
Peabody gets more benefit of the doubt than most, but still looks attractively priced ... -
With Freeport McMoRan, It's Time To Get Over It And Move ...
With the oil and gas deals done, Freeport McMoRan looks undervalued even on conservative ... -
Cloud Peak Energy May Have A Steeper Road To Recovery
Cloud Peak has high-quality thermal coal assets, but the recovery hasn't materialized ... -
Challenging Conditions And Conservatism Keeping U.S. Bancorp ...
The banking market hasn't gotten much better so far this summer, but U.S. Bancorp ... -
Absent A Quick Turnaround In Power, GE Has Gone Far Enough ...
GE's industrial operations are in a bit of a rut, but the long-term quality is still ... -
Dover's Opportunities Matched Only By Wall Street's Enthusiasm ...
Dover is increasingly focused on solid long-term markets where it can create a sustainable ... -
After A Strong Recovery, What Moves ADM From Here?
ADM is in better shape these days, but it will likely take a strong harvest to move ... -
After A Good Run, Novartis Looks Fairly Valued
Novartis is a well-balanced, high-quality pharma with growth credentials, but also ... -
Impala Platinum Trying To Survive Multiple Challenges
Impala has been pummeled by weaker prices, higher costs, adverse geology, and political ... -
Pandora Ups The Stakes In A Brewing Royal(ty) Battle
Pandora buys a radio station to increase its bargaining power. What does this mean ... -
Annie's Still A High Growth-High Multiple Proposition
Annie's continues its rapid growth, but the valuation already baked this in -
Navistar In The Early Stages Of Turning It Around
Navistar is on the road back to share regrowth and profits. -
Diamond Foods Making Better Moves, But Large Uncertainties ...
Diamond Foods' turnaround continues, but the company cannot afford to slip against ... -
As One Problem Fades at lululemon athletica, Another One ...
More unsettling news from lululemon sends the shares down hard. -
AstraZeneca Pays Up To Patch Up Another Key Area
In buying Pearl, AstraZeneca is taking some of the risk out of its valuable COPD ... -
Increasing Regulatory Burdens Depressing America Movil's ...
Increasing competition is going to cost America Movil margins and growth -
Google Goes A Waze To Stay Strong In Maps
Waze looks like a logical deal for shoring up the value of Google's mapping technology -
The Bar Is Rising For Atmel Again
With the prospect of improving operating leverage and new product opportunities on ... -
Will Chatter Around Samsung Shipments Spook Components Stocks?
Weaker sales of the Galaxy S4 could put a few potholes in the road for Samsung's ... -
Honeywell Is Popular, But Built To Perform Well
Honeywell has the growth and margin drivers to be a solid stock for the long term. ... -
Smucker Does Alright, But The Street Goes Away Disappointed
Smucker's solid quarter is overshadowed by softer sales, particularly in K-cup coffee. -
UTi Worldwide Still A “Hurry Up And Wait” Story
UTi Worldwide's success from here really does rely on successfully executing a long-anticipated ... -
Ciena And Carrier Spending – They're Baaa-aaack
Ciena's strong revenue and margin numbers for the quarter may be the beginning of ... -
Even With Steady Guidance, Titan Machinery Has A Lot To ...
Titan needs to come through with a strong second quarter after this weak start to ... -
Growing Pains For Francesca's Holdings
Francesca's misses on growth and margins, but could still be a successful growth ... -
Wall Street Clearly Underestimating VeriFone's Struggles
VeriFone continues to see its once-solid payments business erode under competitive ... -
Post-Barnes, MSC Industrial Has Multiple Growth Opportunities
The economy is a short-term threat, but MSC's long-term prospects have never been ... -
Femsa Is A Delicate Balance Between Growth Opportunities ...
Femsa's stock got a little too popular, but the long-term prospects are very good. -
Cameron – Come For The Orders, But Should You Stay For The ...
Orders continue to accumulate for this leading energy equipment company. -
IBM Spends $2 Billion To Improve Its Offense … And Defense
IBM pays up to build out its cloud service offerings. -
Salesforce.com Doesn't Wait Long To Build Its Marketing ...
As expected, Salesforce.com pays up to build out its marketing cloud capabilities. ... -
Statoil's Turnaround Proceeding Much Too Slowly
Statoil continues to struggle, and the valuation reflects it -
Fifth Third Is One Of The Few Banks With Positive Levers ...
Fifth Third's capital return capabilities make it a relative standout in the sector. -
Apple Hopes iRadio Keeps Users Tuned In
Apple's gearing up to launch its own internet radio service, but how much will this ... -
LSI Looks Too Cheap, But Only If You're A Believer
LSI has the opportunity to leverage flash technology into a higher stock price -
Riverbed Technology Waiting On Synergies And Performance ...
Riverbed's efforts to expand its addressable market hold significant promise relative ... -
F5 Networks On Its Heels, But Hasn't Fallen Down Yet
F5 has work to do in convincing the Street that it can be a real growth company again -
WellPoint Cheaper Than UnitedHealth, But The Risks Are Higher
WellPoint may deserve a discount, but the shares look cheap even on modest expectations. -
OmniVision Showing Much-Needed Signs Of Improvement
Always-volatile OmniVision is moving in a positive direction again. -
Palo Alto's High Multiple And Slight Miss Prove To Be A ...
Palo Alto really didn't stumble that badly, but huge expectations drive a nasty reaction.
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