C: Analysis & Opinions

  1. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 05, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  2. With Fracking It’s All About Water Management

    April 05, 2013
    It takes an awfully large amount of water to frack an oil and gas well these days. Given the growth projections for ...
  3. Schnitzer's Results Are Better, But The Challenges Are ...

    April 04, 2013
    Even with a sequential improvement in volumes and margins, Schnitzer faces significant long-term challenges to its ...
  4. A Big Bet On Cyber Security

    April 03, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
  5. ConAgra Now Getting Almost Full Benefit Of The Doubt

    April 03, 2013
    ConAgra's making slow progress, but it's progress all the same.
  6. The Market May Be Overestimating Adecoagro's Risks

    April 02, 2013
    Volatile farming results and worries about Argentina have pushed Adecoagro shares well below the value of the ...
  7. Natural Gas: A Big Win For Israel And Its Producers

    April 02, 2013
    While it’s a tech powerhouse, the natural gas game is quickly changing Israel’s economy for the good. The recent ...
  8. McCormick Continues To Defy Gravity

    April 02, 2013
    McCormick's consumer volume growth looks great, but the valuation seems to preclude real gains from here.
  9. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen ...
  10. Red Hat's Valuation Looks More Reasonable, But ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  11. Walmart's Cupboard Lies Bare

    March 28, 2013
    Bloomberg ran an article March 26 suggesting Walmart is losing market share due to disorganized stores. ...
  12. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  13. Sonic Still In A Tricky Spot

    March 27, 2013
    Sonic still can't seem to get back in a sales growth groove.
  14. The Lodging Sector Finally Rebounds

    March 27, 2013
    After being commercial real estate’s whipping boy since the Great Recession, the lodging sector is finally beginning ...
  15. Buffett And Goldman Sachs Do Sweetheart Deal

    March 27, 2013
    Goldman Sachs announced March 26 that it will issue to Berkshire Hathaway in October the number of shares equal to ...
  16. Higher Petrobras CAPEX Spending Is Great News For FMC ...

    March 25, 2013
    At current prices, oil service stock FMC Technologies isn’t necessarily cheap. But as the number one supplier for ...
  17. Another Stumble At TIBCO Should Lead To Uncomfortable ...

    March 22, 2013
    Another disappointing quarter makes it harder to believe in TIBCO's potential.
  18. Oracle's Negative Surprise Underlines A Surprising ...

    March 21, 2013
    Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
  19. Have See-Through Pants Created An Opportunity In ...

    March 21, 2013
    Even with a significant recall, lululemon's valuation demands high growth.
  20. General Mills' Third Quarter Earnings

    March 20, 2013
    General Mills is a solid company that delivered a solid quarter, but valuation may have gotten too steep.
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