Stephen D. Simpson, CFA

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  1. United Technologies Still Has Plenty Of Runway
    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.
  2. 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.
  3. Illinois Tool Works Comes Up Short On Growth
    Stock Analysis

    Illinois Tool Works Comes Up Short On Growth

    Underwhelming growth overshadows ongoing progress with margins.
  4. Expectations, Not Operations, Weighing On Halliburton
    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
  5. McDonald's Has Eased Off, But Hardly Cheap
    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.
  6. The AMD Story Sounds Very Familiar
    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.
  7. Schlumberger Leads The Way, Like It Usually Does
    Stock Analysis

    Schlumberger Leads The Way, Like It Usually Does

    Once again, Schlumberger leads the way among the major energy service companies.
  8. Ingersoll-Rand Outperforming As Management Hits Its Marks
    Stock Analysis

    Ingersoll-Rand Outperforming As Management Hits Its Marks

    Ingersoll-Rand's restructuring seems to be working, but the stock has already moved in expectation of strong results.
  9. Baker Hughes Still Playing Third Fiddle
    Stock Analysis

    Baker Hughes Still Playing Third Fiddle

    Baker Hughes didn't execute particularly well, and expectations for a quick improvement may be optimistic.
  10. Honeywell Rewarding Wall Street's Enthusiasm
    Stock Analysis

    Honeywell Rewarding Wall Street's Enthusiasm

    Honeywell outperformed on margins, keeping Wall Street stoked on its potential.
  11. GE Delivers Some Much-Needed Normalcy
    Stock Analysis

    GE Delivers Some Much-Needed Normalcy

    GE's core operations aren't exactly strong yet, but they're a little better than expected and that's good enough for now.
  12. Stryker Seems Back On Track
    Stock Analysis

    Stryker Seems Back On Track

    Stryker's revenue growth looks fine, but there are still pressures in the end markets.
  13. Another Bad Quarter Highlights Microsoft's Growth-Vs-Value ...
    Stock Analysis

    Another Bad Quarter Highlights Microsoft's Growth-Vs-Value ...

    Microsoft isn't giving investors any reason to believe in management's vision or ability.
  14. Google Building For A Bigger Future
    Stock Analysis

    Google Building For A Bigger Future

    Investors don't like the margin impact, but Google continues to develop new long-term growth opportunities.
  15. Intuitive Surgical Burning Up On Re-Entry
    Stock Analysis

    Intuitive Surgical Burning Up On Re-Entry

    Intuitive Surgical has to reset expectations, and that's leading to a painful reassessment of the fair value.
  16. Is This The Turn For Check Point?
    Stock Analysis

    Is This The Turn For Check Point?

    Check Point may have bottomed out with its product revenue growth, and the shares still seem cheap on a cash flow basis.
  17. Even IBM Subject To Gravity
    Stock Analysis

    Even IBM Subject To Gravity

    Strong software results couldn't outweigh weakness in services and hardware
  18. BB&T In Good Shape With Credit, But Growth Is Iffy
    Stock Analysis

    BB&T In Good Shape With Credit, But Growth Is Iffy

    Higher expenses mitigate the benefits of significantly better credit.
  19. Dover Does A Little Better
    Stock Analysis

    Dover Does A Little Better

    Dover's strong second quarter reaffirms that this is an industrial company with above-average prospects.
  20. eBay Seems Undervalued, But Wall Street Will Need Convincing
    Stock Analysis

    eBay Seems Undervalued, But Wall Street Will Need Convincing

    eBay is delivering good growth and building for the future, but near-term guidance is weighing on the stock.
  21. Where Do The Bears Go Next With St. Jude Medical?
    Stock Analysis

    Where Do The Bears Go Next With St. Jude Medical?

    St. Jude continues to defy bearish expectations of major share loss, but the shares aren't exactly cheap today.
  22. Abbott Labs Making Progress On Margins, Now It Needs More ...
    Stock Analysis

    Abbott Labs Making Progress On Margins, Now It Needs More ...

    Abbott's results were just so-so, as both margins and growth need more momentum.
  23. Bank Of America Brings The Growth
    Stock Analysis

    Bank Of America Brings The Growth

    Effective expensive reduction and lower credit costs continue to drive the story at Bank of America.
  24. Yahoo! Still Needs To Generate Better Intrinsic Value
    Stock Analysis

    Yahoo! Still Needs To Generate Better Intrinsic Value

    Yahoo! still has a lot of work to do in turning around its core operations.
  25. Drugs Driving JNJ, With Slow Progress In Devices And Consumer
    Stock Analysis

    Drugs Driving JNJ, With Slow Progress In Devices And Consumer

    JNJ is getting great performance out of its drug business, but the remainder still lags.
  26. Even When Coca-Cola Stumbles, It Does Okay
    Stock Analysis

    Even When Coca-Cola Stumbles, It Does Okay

    Coca-Cola's volume shortfall isn't that big of a deal long term, but more clarity on the bottling ops would be nice.
  27. Absent Higher Rates, Comerica Has Probably Gone Far Enough ...
    Stock Analysis

    Absent Higher Rates, Comerica Has Probably Gone Far Enough ...

    Comerica's sluggish growth isn't unusual, but the value argument seems harder to make today.
  28. Abbott Adds Two Promising Products
    Stock Analysis

    Abbott Adds Two Promising Products

    Abbott makes two solid growth acquisitions that should address large markets.
  29. Intermodal Growth Continues To Push J.B. Hunt Higher
    Stock Analysis

    Intermodal Growth Continues To Push J.B. Hunt Higher

    J.B. Hunt continues to build its scale and moat in the growing intermodal business, but valuation still looks steep
  30. Yara Built To Last, But Looking At A Downturn In The Cycle
    Stock Analysis

    Yara Built To Last, But Looking At A Downturn In The Cycle

    Yara is an excellent company, but facing a potentially significant decline in prices and margins.
  31. Citigroup Continues The Theme Of Decent Big Bank Earnings
    Stock Analysis

    Citigroup Continues The Theme Of Decent Big Bank Earnings

    Citi continues to fix its legacy problems, but core growth remains weak.
  32. So Long, Spreadtrum
    Stock Analysis

    So Long, Spreadtrum

    The identity of Spreadtrum's buyer is a little different, but buying the share-leader in chips for low-end smartphones is logical.
  33. Infosys Hints At What It Can Do
    Stock Analysis

    Infosys Hints At What It Can Do

    A surprisingly strong quarter from Infosys may be only a glimpse of things to come.
  34. Wells Fargo Managing The Slowdown Quite Well
    Stock Analysis

    Wells Fargo Managing The Slowdown Quite Well

    This is a slow-growth environment for big banks, but Wells Fargo is mangaging the slowdown well.
  35. JPMorgan Seeing Strong Credit, But Iffy Growth Momentum
    Stock Analysis

    JPMorgan Seeing Strong Credit, But Iffy Growth Momentum

    JPMorgan continues to hit its marks on credit, though loan growth and NIM were both weak.
  36. Will The Recovery Underwhelm Linear Technology Investors?
    Stock Analysis

    Will The Recovery Underwhelm Linear Technology Investors?

    Linear could be setting up for near-term underperformance.
  37. Stock Analysis

    Noble Energy Looks Great, But Is The Valuation Too Filling?

    Noble has an excellent production growth profile, but is the valuation already too full?
  38. Stock Analysis

    Oceaneering Is A Great Business, But How Much Are You Willing ...

    Oceaneering is a great way to play the growth in offshore energy, but the market already expects big things.
  39. Yum! Brands On Simmer For Now
    Stock Analysis

    Yum! Brands On Simmer For Now

    Yum! Brands showed surprising margin vulnerability in the quarter, but investors are likely to stay focused on the recovery prospects
  40. Komatsu Looks Like A Winner, But Valuation Is Tricky
    Stock Analysis

    Komatsu Looks Like A Winner, But Valuation Is Tricky

    Komatsu is still waiting for the recovery in construction, but valuation looks appealing for a technology/automation leader.
  41. Stock Analysis

    Fastenal Still Growing, But Still Highly Valued

    Fastenal is navigating this industrial slowdown quite well, but the valuation is extreme.
  42. Stock Analysis

    Best-Of-Breed Status Keeping Helmerich & Payne Near Fair ...

    The only real problem with Helmerich & Payne is that it's a little too popular on the Street.
  43. Stock Analysis

    POSCO's Above-Average Quality Already In The Shares

    POSCO is one of the best steel companies in the world, and the stock is priced accordingly.
  44. Stock Analysis

    Can Apache Regain Its Reputation?

    Apache needs to repair its reputation, but the valuation is appealing
  45. Stock Analysis

    Wolverine Surpassing Its Marks, But Not Cheap

    Wolverine continues to execute well, but the value looks stretched, particular with the Performance group underperforming
  46. Stock Analysis

    Kroger Leverages Its Strength To Get Even Stronger

    Buying Harris Teeter could be a very savvy long-term move, but only if Kroger leaves it alone.
  47. Alcoa Running Hard To Go Nowhere
    Stock Analysis

    Alcoa Running Hard To Go Nowhere

    Alcoa can't get ahead of eroding aluminum prices.
  48. Cemex Looking For U.S. Prices To Get Firmer
    Stock Analysis

    Cemex Looking For U.S. Prices To Get Firmer

    Cemex could have room to run as housing and construction picks up in the U.S.
  49. Intuitive Surgical's Miss Looks Systemic And Company-Specific
    Stock Analysis

    Intuitive Surgical's Miss Looks Systemic And Company-Specific

    A surprising drop in U.S. system placements is going to put Intuitive Surgical in the penalty box.
  50. Siemens Definitely Slimming Down, But Execution Is The Big ...
    Stock Analysis

    Siemens Definitely Slimming Down, But Execution Is The Big ...

    For Siemens to produce value, it all comes down to better operating margins and cash flow.
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