Stephen D. Simpson, CFA

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  1. 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.
  2. Stock Analysis

    Disney Does It Again

    Disney comes through again, but valuation is getting pretty high.
  3. Stock Analysis

    Recent Financials May Not Be Entirely Fair To Hologic

    Macro pressures are outweighing solid internal progress at Hologic.
  4. Stock Analysis

    Amgen Chased By The Bubble

    Amgen really needs the pipeline to come through to support this valuation.
  5. Stock Analysis

    Whole Foods Back On Pace

    Whole Foods carries rich multiples, but the growth seems to justify it
  6. 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
  7. Stock Analysis

    Broadcom Has To Play Offense And Defense

    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  8. Stock Analysis

    Sysco's Reputation Seems More Durable Than Its Growth

    Sysco seems to be trading more on reputation than reality today.
  9. Stock Analysis

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

    WIthout stronger construction markets, Ingersoll-Rand's turnaround could bog down
  10. 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.
  11. 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.
  12. 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.
  13. Stock Analysis

    Check Point Software Could Be A Second-Half Rebounder

    If Check Point can reignite growth, the stock is much too cheap.
  14. 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.
  15. 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.
  16. 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.
  17. 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.
  18. 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.
  19. Stock Analysis

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

    Starbucks continues to deliver good execution, but the valuation demands greatness.
  20. Stock Analysis

    Good Profitability And Relative Valuation Make Chevron Interesting

    Chevron seems underrated and undervalued relative to the likes of Exxon.
  21. 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
  22. Stock Analysis

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

    Disappointing margins dent 3M's all-weather credentials.
  23. Stock Analysis

    Exxon Mobil Profits And Growth Fail To Impress

    Exxon's profitability underwhelmed, but the overall picture hasn't changed much.
  24. Stock Analysis

    Investors Can't Seem To Get Enough Of Hershey

    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  25. Stock Analysis

    Are Market Factors Pushing Qualcomm Into The Penalty Box?

    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  26. Stock Analysis

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

    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  27. 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.
  28. Stock Analysis

    The Defenestration Of Apple Continues

    Apple's value as a stock has plunged, but the company seems to be in better shape.
  29. 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
  30. Stock Analysis

    DuPont's Cyclicality Seems Overpriced

    Investors should be wary of paying a big premium for DuPont's cyclicality.
  31. Stock Analysis

    Texas Instruments Not Quite In The Clear Yet

    TI's outlook is improving, but core market growth is still lagging.
  32. Stock Analysis

    Is Caterpillar Facing A New Normal In Mining?

    Caterpillar has gotten cheaper, but willing the mining industry recover?
  33. Stock Analysis

    Halliburton Has Gotten Interesting Again

    If oilfield activity has bottomed, Halliburton would be a good pick here.
  34. Stock Analysis

    Kimberly-Clark Looks Way Too Expensive For What It Is

    Kimberly-Clark's growth prospects make today's valuation hard to justify.
  35. 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.
  36. Stock Analysis

    GE's Guidance Wasn't Great, But Expectations Seem Low

    GE looks underpriced on its long-term growth potential.
  37. Stock Analysis

    Is Controversy About Robot-Assisted Surgery Showing In Intuitive ...

    Uncertainty about procedure growth may be opening a window in these often-expensive shares
  38. Stock Analysis

    IBM Makes It Official – Tech Has Some Troubles

    IBM sees a broad miss and the valuation is still too high.
  39. Stock Analysis

    Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft

    Microsoft is still not delivering what tech investors really want, but the value looks real.
  40. Stock Analysis

    Thermo Steps Up And Seals A Deal For Life Technologies

    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my expectations.
  41. Stock Analysis

    Mediocre Performance Clouding BB&T's Long-Term Value

    I remain quite positive on BB&T shares, though I am more bullish than most sell-side analysts.
  42. Stock Analysis

    Nokia Still Straddling Fault Lines

    Nokia Still Straddling Fault Lines by Stephen D. Simpson, CFA Roughly 18 months into his tenure as the CEO of Nokia (NYSE:NOK), Stephen Elop hasn&#39;t yet proven much of anything about the future ...
  43. Stock Analysis

    Broad Weakness Makes It Harder To Like St. Jude Today

    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating stock to own for a little while yet.
  44. Stock Analysis

    Dover May Be Bottoming, But The Street's Already Thinking ...

    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that while the news (and anticipation) cycle has already moved on to the future, what we're ...
  45. Stock Analysis

    Investors Seem To Be Overrating Bank Of America

    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  46. Stock Analysis

    Intel – A Bond's Downside And A Stock's Upside?

    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  47. Stock Analysis

    CSX Adapting To New Realities

    It wasn't long ago at all that the rails seemed to have things pretty much all going their way. Better management was producing better margins, pricing advantages over trucking...
  48. Stock Analysis

    Pharma Is Doing All The Pulling For Johnson & Johnson

    Although JNJ reported decent earnings and has some major new drugs lined up - downside risk is definitely still present.
  49. Stock Analysis

    Comerica Looks Like A Slow-Coiling Spring

    With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of income, most banks are stuck in a holding pattern. That's particularly true for those banks ...
  50. Stock Analysis

    U.S. Bancorp Is Strong But Needs Growth

    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today provided you're willing to project improving returns.
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