B: Analysis & Opinions

  1. Roche, Reloaded

    May 21, 2013
    Roche has one of the best long-term growth profiles in the Big Pharma space
  2. Strategically-Challenged Websense Gets A Fair Deal

    May 21, 2013
    Websense gets a fair deal, given its ongoing growth problems.
  3. Campbell Soup Shows That Shoppers More Price-Sensitive ...

    May 21, 2013
    Campbell Soup remains volatile, but investors haven't minded
  4. After A Big Rally, Pfizer Might Need Some Rest

    May 21, 2013
    A big rally has brought Pfizer back to fair value.
  5. Yahoo! Adds Tumblr, But Is This Another Underpants Gnome ...

    May 21, 2013
    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  6. How Much Further Can Value Carry Autodesk?

    May 17, 2013
    Autodesk comes up short again as the macro environment stays soft.
  7. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  8. Flowers Foods Beats On Revenue and Earnings--Should You Buy?

    May 16, 2013
    Delivering earnings that were three cents better than analyst expectations along with revenue that was $40 million ...
  9. Five ETFs To Cash In On Japan’s Rise

    May 15, 2013
    With the election of Shinzo Abe and birth of “Abenomics”, things are looking up for Japan's exporting dependent ...
  10. BP Looks Cheap, But A Lot Of Improvements Have To Come ...

    May 15, 2013
    Even with its problems and challenges, BP seems too cheap today
  11. Danaher Proves Even The Nimble Can Stumble

    May 14, 2013
    Danaher won't stay stuck for long.
  12. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  13. ABB Performing Well, But A Big Change Is Coming

    May 13, 2013
    ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
  14. It Should Be Up From Here For Eaton

    May 13, 2013
    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  15. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  16. Adasuve Deal Is Very Good For Alexza, But What About Teva?

    May 09, 2013
    Teva's partnership with Alexza looks like an expensive gamble.
  17. Overheated Expectations Send Rackspace Investors To The ...

    May 09, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  18. Groupon Shows Some Vigor, But Much Work Waits To Be Done

    May 09, 2013
    Groupon still has a lot of work to do to reassure the Street that this business model is viable
  19. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    May 09, 2013
    Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
  20. Better Margins Are Nice, But Are Green Mountain ...

    May 09, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
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