C: Analysis & Opinions

  1. Another Revision Doesn't Make It Easier To Like Juniper

    April 24, 2013
    Juniper looks cheap, but it will stay cheap if it can't start beating revenue estimates.
  2. Good Long-Term Trends, But Softer Conditions Today At ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  3. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  4. Crime Pays For REIT Investors

    April 23, 2013
    While it’s not a glamorous business, operating for-profit prisons is quite a money maker. Especially for those firms ...
  5. Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
  6. Halliburton Has Gotten Interesting Again

    April 22, 2013
    If oilfield activity has bottomed, Halliburton would be a good pick here.
  7. Kimberly-Clark Looks Way Too Expensive For What It Is

    April 22, 2013
    Kimberly-Clark's growth prospects make today's valuation hard to justify.
  8. Schlumberger Looks Good At Today's Prices

    April 22, 2013
    Schlumberger remains the best of breed in the oil services sector, and the price is getting attractive.
  9. Is Controversy About Robot-Assisted Surgery Showing In ...

    April 19, 2013
    Uncertainty about procedure growth may be opening a window in these often-expensive shares
  10. Does A Tough Patch Really Matter To McDonald's Shareholders?

    April 19, 2013
    Investors are paying a premium for the security McDonald's offers
  11. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  12. Weak PC Growth And Slow Mobile Penetration Weighing On ...

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  13. Stick With “Bond-Like Stocks”

    April 19, 2013
    By betting on large-cap stocks that pay healthy growing dividends, portfolios should be able to navigate whatever ...
  14. Mediocre Performance Clouding BB&T's Long-Term Value

    April 18, 2013
    I remain quite positive on BB&T shares, though I am more bullish than most sell-side analysts.
  15. Nokia Still Straddling Fault Lines

    April 18, 2013
    Nokia Still Straddling Fault Lines by Stephen D. Simpson, CFA Roughly 18 months into his tenure as the CEO of ...
  16. Broad Weakness Makes It Harder To Like St. Jude Today

    April 18, 2013
    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating ...
  17. Investors Seem To Be Overrating Bank Of America

    April 17, 2013
    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  18. The “Healthy” Play In Contract Research Organizations

    April 17, 2013
    The pharmaceutical industry is under pressure to do more with less. That means it will be farming out many of is ...
  19. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  20. CSX Adapting To New Realities

    April 17, 2013
    It wasn't long ago at all that the rails seemed to have things pretty much all going their way. Better management ...
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