Stephen D. Simpson, CFA

  • Showing 351-400 of 2,288 items
  • <<
  • ...
  • 7
  • 8
  • 9
  • ...
  • 46
  • >>
  1. ABB Performing Well, But A Big Change Is Coming
    Stock Analysis

    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
  2. Advanced Energy Industries Hanging On For The Turn
    Stock Analysis

    Advanced Energy Industries Hanging On For The Turn

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

    It Should Be Up From Here For Eaton

    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  4. The Market Seems Unwilling To Let Yum! Brands Stay Cheap ...
    Stock Analysis

    The Market Seems Unwilling To Let Yum! Brands Stay Cheap ...

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

    Middleby Keeps Sticking To A Successful Recipe

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

    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
  7. Little Left To Dendreon But The Hope Trade
    Stock Analysis

    Little Left To Dendreon But The Hope Trade

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

    Nvidia Still Too Cheap, And Still Very Controversial

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

    Adasuve Deal Is Very Good For Alexza, But What About Teva?

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

    Overheated Expectations Send Rackspace Investors To The ...

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

    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 is viable
  12. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?
    Stock Analysis

    Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

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

    Another Negative Fish Oil Study Adds To Amarin's Marketing ...

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

    Better Margins Are Nice, But Are Green Mountain Investors ...

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

    After The Hurricane, Is It Safe To Visit Aruba Networks?

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

    Mondelez Isn't As Good As Nestle, But Priced Like It Is

    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  17. Disney Does It Again
    Stock Analysis

    Disney Does It Again

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

    Recent Financials May Not Be Entirely Fair To Hologic

    Macro pressures are outweighing solid internal progress at Hologic.
  19. Amgen Chased By The Bubble
    Stock Analysis

    Amgen Chased By The Bubble

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

    Whole Foods Back On Pace

    Whole Foods carries rich multiples, but the growth seems to justify it
  21. Johnson Controls Has A Lot Of Improving Left To Do
    Stock Analysis

    Johnson Controls Has A Lot Of Improving Left To Do

    Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
  22. Broadcom Has To Play Offense And Defense
    Stock Analysis

    Broadcom Has To Play Offense And Defense

    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  23. Sysco's Reputation Seems More Durable Than Its Growth
    Stock Analysis

    Sysco's Reputation Seems More Durable Than Its Growth

    Sysco seems to be trading more on reputation than reality today.
  24. Ingersoll-Rand Improving, But Are Investors Already Too ...
    Stock Analysis

    Ingersoll-Rand Improving, But Are Investors Already Too ...

    WIthout stronger construction markets, Ingersoll-Rand's turnaround could bog down
  25. BMC Software Shows Again That Getting Full Value Is Tough ...
    Stock Analysis

    BMC Software Shows Again That Getting Full Value Is Tough ...

    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  26. Zions Bancorp Will Likely Find It Harder From Here
    Stock Analysis

    Zions Bancorp Will Likely Find It Harder From Here

    Zions has had a good run, but it may be slower going as lending competition intensifies.
  27. Simpler Looks Better For First Horizon
    Stock Analysis

    Simpler Looks Better For First Horizon

    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the long-term.
  28. Check Point Software Could Be A Second-Half Rebounder
    Stock Analysis

    Check Point Software Could Be A Second-Half Rebounder

    If Check Point can reignite growth, the stock is much too cheap.
  29. Teva Still Too Cheap, But Still Too Uncertain
    Stock Analysis

    Teva Still Too Cheap, But Still Too Uncertain

    Teva's present-day momentum is weak, but the value could appeal to patient long-term investors.
  30. In A Growth-Starved Sector, Becton Dickinson Rules
    Stock Analysis

    In A Growth-Starved Sector, Becton Dickinson Rules

    Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively stronger growth.
  31. Sell-Side Analysts Need Series 86/87 Exams
    Professionals

    Sell-Side Analysts Need Series 86/87 Exams

    Though these tests are not particularly difficult or comprehensive, passing them is mandatory to work as a sell-side analyst.
  32. Alcatel-Lucent Looking At A Long Road, But Not Starting ...
    Stock Analysis

    Alcatel-Lucent Looking At A Long Road, But Not Starting ...

    Alcatel-Lucent has a long road back, but the IP keeps the company in the game.
  33. It Gets A Little Harder From Here For Covidien
    Stock Analysis

    It Gets A Little Harder From Here For Covidien

    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  34. Starbucks' Special Model Is Valuable, But Maybe Not This ...
    Stock Analysis

    Starbucks' Special Model Is Valuable, But Maybe Not This ...

    Starbucks continues to deliver good execution, but the valuation demands greatness.
  35. Good Profitability And Relative Valuation Make Chevron Interesting
    Stock Analysis

    Good Profitability And Relative Valuation Make Chevron Interesting

    Chevron seems underrated and undervalued relative to the likes of Exxon.
  36. Slower Growth And Better Margins Probably Won't Help Amazon
    Stock Analysis

    Slower Growth And Better Margins Probably Won't Help Amazon

    Amazon's growth continues to slow, but from a high level to a slightly less high level
  37. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else
    Stock Analysis

    3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    Disappointing margins dent 3M's all-weather credentials.
  38. Exxon Mobil Profits And Growth Fail To Impress
    Stock Analysis

    Exxon Mobil Profits And Growth Fail To Impress

    Exxon's profitability underwhelmed, but the overall picture hasn't changed much.
  39. Investors Can't Seem To Get Enough Of Hershey
    Stock Analysis

    Investors Can't Seem To Get Enough Of Hershey

    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  40. Are Market Factors Pushing Qualcomm Into The Penalty Box?
    Stock Analysis

    Are Market Factors Pushing Qualcomm Into The Penalty Box?

    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  41. Given Procter & Gamble's Performance, Should The Weak Volumes ...
    Stock Analysis

    Given Procter & Gamble's Performance, Should The Weak Volumes ...

    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  42. Absent Macro Shocks, Cash And Expenses Will Drive Boeing
    Stock Analysis

    Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  43. The Defenestration Of Apple Continues
    Stock Analysis

    The Defenestration Of Apple Continues

    Apple's value as a stock has plunged, but the company seems to be in better shape.
  44. Good Long-Term Trends, But Softer Conditions Today At United ...
    Stock Analysis

    Good Long-Term Trends, But Softer Conditions Today At United ...

    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  45. DuPont's Cyclicality Seems Overpriced
    Stock Analysis

    DuPont's Cyclicality Seems Overpriced

    Investors should be wary of paying a big premium for DuPont's cyclicality.
  46. Texas Instruments Not Quite In The Clear Yet
    Stock Analysis

    Texas Instruments Not Quite In The Clear Yet

    TI's outlook is improving, but core market growth is still lagging.
  47. Is Caterpillar Facing A New Normal In Mining?
    Stock Analysis

    Is Caterpillar Facing A New Normal In Mining?

    Caterpillar has gotten cheaper, but willing the mining industry recover?
  48. Halliburton Has Gotten Interesting Again
    Stock Analysis

    Halliburton Has Gotten Interesting Again

    If oilfield activity has bottomed, Halliburton would be a good pick here.
  49. Kimberly-Clark Looks Way Too Expensive For What It Is
    Stock Analysis

    Kimberly-Clark Looks Way Too Expensive For What It Is

    Kimberly-Clark's growth prospects make today's valuation hard to justify.
  50. Schlumberger Looks Good At Today's Prices
    Stock Analysis

    Schlumberger Looks Good At Today's Prices

    Schlumberger remains the best of breed in the oil services sector, and the price is getting attractive.
  • Showing 351-400 of 2,288 items
  • <<
  • ...
  • 7
  • 8
  • 9
  • ...
  • 46
  • >>