Stephen D. Simpson, CFA


Stock Analysis

  1. It's Still Miller Time In The Emerging Markets

    SABMiller is expensive, but the company's long-term growth potential in emerging ...
  2. After Some Preening, American Eagle Could Fly Again

    Management has to reinvest in the business, but the market seems to be undervaluing ...
  3. Cost Improvements Are Good, But Hewlett-Packard Needs Revenue ...

    Restructuring seems to be helping margins, but HP needs revenue growth to really ...
  4. Ultratech Knocked Back, Not Knocked Out

    Expectations for market growth are aggressive, but Ultratech could be a major winner ...
  5. Lowe's Had Better Start Improving

    Lowe's is lagging Home Depot to an extent that just the weather can't explain
  6. Can Intuit Get Back Into Wall Street's Good Graces?

    Uneven performance, particularly in tax software, has weighed on the shares of a ...
  7. NetApp Is Probably Cheap, But The Headwinds Aren't Going ...

    NetApp is suffering from the wider tech malaise, but the company appears to have ...
  8. After A Big Recovery Rally, It's Up To Renew Blue For Best ...

    Investors have bought Best Buy's story, but this quarter shows that a lot of work ...
  9. Home Depot Continues To Rack Up Impressive Numbers

    Top-notch execution is letting Home Depot thrive
  10. Roche, Reloaded

    Roche has one of the best long-term growth profiles in the Big Pharma space
  11. A Good Deal For Actavis, But Warner Chilcott Goes A Little ...

    Actavis gets a very useful asset, while Warner Chilcott shareholders get a decent ...
  12. Elan Continues To Make Baffling Strategic Decision

    Elan seems to be set on wasting the Tysabri windfall instead of returning it to shareholders
  13. Strategically-Challenged Websense Gets A Fair Deal

    Websense gets a fair deal, given its ongoing growth problems.
  14. Campbell Soup Shows That Shoppers More Price-Sensitive Than ...

    Campbell Soup remains volatile, but investors haven't minded
  15. After A Big Rally, Pfizer Might Need Some Rest

    A big rally has brought Pfizer back to fair value.
  16. Yahoo! Adds Tumblr, But Is This Another Underpants Gnome ...

    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  17. Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales

    Sluggish sales growth at Wal-Mart isn't a big surprise, but it could keep a lid on ...
  18. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    The spectre of share loss to Cisco has become real.
  19. Should Investors Hang Around For More From Applied Materials?

    Applied Materials is showing progress, but has the 50% recovery already anticipated ...
  20. How Much Further Can Value Carry Autodesk?

    Autodesk comes up short again as the macro environment stays soft.
  21. Brocade's Uncertain New Direction

    Brocade badly needs to prove that it can grow again.
  22. Kohl's Could Work For A Trade, But It's In A Brutal Business

    Kohl's did okay by the analysts, but core operating trends here certainly aren't ...
  23. Investors Already Thinking Recovery For Cummins

    Cummins is still bottoming, but the Street is already thinking recovery
  24. Agilent Isn't Making It Easy On Investors

    Core operating performance at Agilent needs to improve
  25. BP Looks Cheap, But A Lot Of Improvements Have To Come Through

    Even with its problems and challenges, BP seems too cheap today
  26. Waiting For Housing To Recover, Valspar's Recovery Already ...

    Valspar's market share and performance suggest the stock has recovered far enough.
  27. Chipotle Executing Well, But Valuation Leaves No Margin ...

    Weak traffic isn't worrying investors who still prize Chipotle's mid-teens operating ...
  28. Danaher Proves Even The Nimble Can Stumble

    Danaher won't stay stuck for long.
  29. Roper A Little Short On Growth, But A Proven Builder Of ...

    Roper's organic growth isn't great now, but the market's love for this M&A frequent ...
  30. BorgWarner Still In A Long-Term Growth Lane

    BorgWarner has intriguing growth prospects, but the shares have already recovered ...
  31. ABB Performing Well, But A Big Change Is Coming

    ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
  32. Advanced Energy Industries Hanging On For The Turn

    AEIS is cyclically down, but far from out.
  33. It Should Be Up From Here For Eaton

    Eaton should see very solid growth from here, but the market is already expecting ...
  34. The Market Seems Unwilling To Let Yum! Brands Stay Cheap ...

    Yum! Brands' shares have rebounded pretty well despite an ongoing stream of bad news ...
  35. Middleby Keeps Sticking To A Successful Recipe

    Middleby continues to gain share and expand its market opportunities in an under-innovative ...
  36. ArcelorMittal Looks Like A Good House In A Really Tough ...

    ArcelorMittal looks too cheap, but it could be a long wait to see it really outperform
  37. Little Left To Dendreon But The Hope Trade

    Dendreon looks increasingly irrelevant as the medical community moves on from Provenge.
  38. Nvidia Still Too Cheap, And Still Very Controversial

    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  39. Adasuve Deal Is Very Good For Alexza, But What About Teva?

    Teva's partnership with Alexza looks like an expensive gamble.
  40. Overheated Expectations Send Rackspace Investors To The ...

    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  41. Groupon Shows Some Vigor, But Much Work Waits To Be Done

    Groupon still has a lot of work to do to reassure the Street that this business model ...
  42. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
  43. Another Negative Fish Oil Study Adds To Amarin's Marketing ...

    More questions about the real efficacy of fish oil is bad news for Amarin.
  44. Better Margins Are Nice, But Are Green Mountain Investors ...

    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  45. After The Hurricane, Is It Safe To Visit Aruba Networks?

    After a big quarterly miss, can investors afford to trust the long-term opportunity ...
  46. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    Investors seem to bullish on Mondelez, given the relative performance at Kellogg ...
  47. Disney Does It Again

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

    Macro pressures are outweighing solid internal progress at Hologic.
  49. Amgen Chased By The Bubble

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

    Whole Foods carries rich multiples, but the growth seems to justify it
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