Stephen D. Simpson, CFA

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  1. Fusion-io Tries To Hit Reset, But The Street Will Carry ...
    Stock Analysis

    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 the company growth multiples again.
  2. Nvidia's Core May Be Strong, But Tegra Is Getting Expensive
    Stock Analysis

    Nvidia's Core May Be Strong, But Tegra Is Getting Expensive

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

    Can Mondelez Live Up To The Sell-Side Hype?

    Investors already expect quite a bit from Mondelez, and the company may have a hard time living up to it.
  4. Novo Nordisk Getting Its Trial By Fire
    Stock Analysis

    Novo Nordisk Getting Its Trial By Fire

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

    Transocean Still Has Plenty To Prove, But The Valuation ...

    Today's Transocean isn't the Transocean of years past, but it still looks undervalued on its own merits.
  6. Groupon Takes Another Step Forward
    Stock Analysis

    Groupon Takes Another Step Forward

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

    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 story
  8. Parker Hannifin Skids, But Conditions May Be Bottoming
    Stock Analysis

    Parker Hannifin Skids, But Conditions May Be Bottoming

    Parker Hannifin's disappointing fourth quarter may have investors re-examining their expectations for a big industrial rebound.
  9. Expectations Seem To Be A Bigger Problem For Emerson
    Stock Analysis

    Expectations Seem To Be A Bigger Problem For Emerson

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

    ADM Offsetting Weak Volume With Strong Ethanol

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

    Hologic Struggling To Find A New Path

    Hologic is struggling to become a growth company again, and the new CEO may find his options limited.
  12. Tyson Foods Continues To Leverage Strong Margins In Proteins
    Stock Analysis

    Tyson Foods Continues To Leverage Strong Margins In Proteins

    Tyson goes from strength to strength with good margins, pricing, and volumes in the fiscal third quarter.
  13. Global Giant HSBC Still An Attractive Story
    Stock Analysis

    Global Giant HSBC Still An Attractive Story

    HSBC continues to post quality numbers in a low rate environment.
  14. Societe Generale Continues To Clean Up Its Act
    Stock Analysis

    Societe Generale Continues To Clean Up Its Act

    Once left for dead, SocGen is very much alive and doing better than analyts expected
  15. Eaton's Conservatism Clashes With Street's Enthusiasm
    Stock Analysis

    Eaton's Conservatism Clashes With Street's Enthusiasm

    Eaton's cautious outlook clashes with Wall Street's desire for a strong rebound in the second half.
  16. Chevron Disappoints, But Offers A Little Value
    Stock Analysis

    Chevron Disappoints, But Offers A Little Value

    Chevron's refining performance was poor, but the company's overall relative performance is quite a bit better.
  17. Will Less Scarcity Value Harm Whole Foods?
    Stock Analysis

    Will Less Scarcity Value Harm Whole Foods?

    Whole Foods continues to operate at a level well above other grocery retailers.
  18. Can Sanofi Investors Just Blame It On Rio?
    Stock Analysis

    Can Sanofi Investors Just Blame It On Rio?

    Can Sanofi Investors Just Blame It On Rio? By Stephen D. Simpson, CFA Sanofi (NYSE: SNY) was supposed to be a relatively solid Big Pharma company in 2013. True, the company is going through some pressures ...
  19. Wall Street All In On Kraft's Improvement Potential
    Stock Analysis

    Wall Street All In On Kraft's Improvement Potential

    Kraft has the quality, but Wall Street's cheering section has the stock trading at fair value.
  20. The Street Has Caught Covidien
    Stock Analysis

    The Street Has Caught Covidien

    Covidien's quality isn't the issue, but Wall Street's love for it may be.
  21. Kellogg Reports Unimpressive Earnings
    Stock Analysis

    Kellogg Reports Unimpressive Earnings

    Kellogg's weak volume is concerning as Wall Street looks for a big second half.
  22. Weatherford Burning Through Its Benefits Of The Doubt
    Stock Analysis

    Weatherford Burning Through Its Benefits Of The Doubt

    Weatherford posts a significant operating miss, and needs to get better soon
  23. After A Sharp Pullback, Is Allergan Pretty Enough?
    Stock Analysis

    After A Sharp Pullback, Is Allergan Pretty Enough?

    Down on fears about generics and the pipeline, the Street may be underestimating Allergan
  24. Is Cummins Building For Bigger Things?
    Stock Analysis

    Is Cummins Building For Bigger Things?

    Cummins is navigating the slowdown well, but calculating the future growth is no simple task
  25. Does Amgen Deserve To Be Part Of The Biotech Bull Run?
    Stock Analysis

    Does Amgen Deserve To Be Part Of The Biotech Bull Run?

    Amgen is beating growth targets today, but fears about generics and a dull pipeline concern investors.
  26. If Alcatel Can Keep This Up, The Turnaround Can Work
    Stock Analysis

    If Alcatel Can Keep This Up, The Turnaround Can Work

    Alcatel's latest turnaround is off to a good start, and stronger edge routing and 100G should help.
  27. Better Margins Can't Hide Merck's Growth Challenges
    Stock Analysis

    Better Margins Can't Hide Merck's Growth Challenges

    Merck's near-term growth is looking weak, but margin improvements and an underestimated pipeline could offer upside.
  28. Pfizer Looking A Little Tired
    Stock Analysis

    Pfizer Looking A Little Tired

    Pfizer gets a boost from better margins, but the growth outlook is pretty feeble.
  29. BRF S.A. Serves Up A Feast For Investors
    Stock Analysis

    BRF S.A. Serves Up A Feast For Investors

    Strong margin improvements boost results even as domestic demand comes under pressure.
  30. America Movil Sees An Uptick, But Strategy Still Uncertain
    Stock Analysis

    America Movil Sees An Uptick, But Strategy Still Uncertain

    America Movil reports a better quarter, but stokes investor worries about its long-term investment strategies
  31. Fear Dominating The Broadcom Story
    Stock Analysis

    Fear Dominating The Broadcom Story

    Broadcom has been hammered on market share worries, but the long-term impact may not be so severe
  32. Markets Playing Tetherball With F5 Networks
    Stock Analysis

    Markets Playing Tetherball With F5 Networks

    Even after a big beat, F5 doesn't look fairly valued yet.
  33. Roche Delivering Leverage, But Still Needs Diversification
    Stock Analysis

    Roche Delivering Leverage, But Still Needs Diversification

    If Roche can balance out its sales mix, the long-term value could be quite compelling at present prices.
  34. The Basics Of Lines Of Credit
    Credit & Loans

    The Basics Of Lines Of Credit

    Lines of credit are potentially useful hybrids of credit cards and normal loans. Learn how a line of credit can help (and hurt) your finances, and how to find the best one to suit your needs.
  35. Starbucks Shows Why It's Starbucks
    Stock Analysis

    Starbucks Shows Why It's Starbucks

    Starbucks Shows Why It's Starbucks by Stephen D. Simpson, CFA Alright, Will Ashworth, you win this round! One quarter ago, fellow Investopedia writer Will Ashworth took issue with me seeing limited ...
  36. Wall Street Happy To Hum La AbbVie En Rose
    Stock Analysis

    Wall Street Happy To Hum La AbbVie En Rose

    AbbVie's pipeline is better than some think, but valuation is no particular bargain right now.
  37. Celgene Only Getting Started, But The Street's Already Looking ...
    Stock Analysis

    Celgene Only Getting Started, But The Street's Already Looking ...

    Biotech valuations are into the nose-bleed zone, but Celgene continues to execute very well.
  38. Is Cameron Seeing The Beginning Of The End, Or The End Of ...
    Stock Analysis

    Is Cameron Seeing The Beginning Of The End, Or The End Of ...

    Cameron's miss puts credibility and execution risk on the table, but a large opportunity is still out there.
  39. At A Minimum, Amazon Is Consistent
    Stock Analysis

    At A Minimum, Amazon Is Consistent

    Amazon continues to see strong revenue growth and improving gross margins, but long-term profitability is still up for intense debate.
  40. 3M Okay On Growth, But Margins A Growing Worry
    Stock Analysis

    3M Okay On Growth, But Margins A Growing Worry

    Another margin miss should make investors question 3M's valuation .
  41. Stock Analysis

    Has Facebook Crossed The Mobile Threshold?

    Facebook takes a big step forward with its mobile ad revenue opportunity.
  42. Stock Analysis

    EMC May Be Stronger Than It Looks

    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  43. Stock Analysis

    What's The Glide Path For Apple's Margins?

    Apple's earnings are a relief, but the long-term margin worries aren't going away
  44. Stock Analysis

    PepsiCo Has Caught Up, Now It Needs To Outperform

    PepsiCo needs better operational execution to deliver more shareholder value.
  45. Stock Analysis

    United Technologies Still Has Plenty Of Runway

    Defense drags down UTX, but its Otis and CCS that look like the bigger concerns for the long term.
  46. Texas Instruments Just Out Of The Starting Blocks
    Stock Analysis

    Texas Instruments Just Out Of The Starting Blocks

    The recovery is only starting, but TI seems to have significant margin leverage on the way.
  47. Stock Analysis

    Illinois Tool Works Comes Up Short On Growth

    Underwhelming growth overshadows ongoing progress with margins.
  48. Stock Analysis

    Expectations, Not Operations, Weighing On Halliburton

    Halliburton is keeping pace with its siblings, and still looks like a good play on an energy services recovery
  49. Stock Analysis

    McDonald's Has Eased Off, But Hardly Cheap

    A rotation away from consumer stocks is pressuring McDonald's, as is short-term weakness in sales growth.
  50. Stock Analysis

    The AMD Story Sounds Very Familiar

    AMD has the bulls excited again, but it's hard to see why this time is any different.
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