CL: Analysis & Opinions

  1. Trip Advisor Continues Its Buying Binge

    May 10, 2013
    Trip Advisor's buying binge continued May 7 announcing it was buying Niumba.com, a Spanish vacation rental site.
  2. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  3. Disney Does It Again

    May 08, 2013
    Disney comes through again, but valuation is getting pretty high.
  4. BMC Software Shows Again That Getting Full Value Is ...

    May 06, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  5. Given Procter & Gamble's Performance, Should The Weak ...

    April 25, 2013
    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  6. 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.
  7. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  8. 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.
  9. 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 ...
  10. Joh. A Benckiser Looks To Corner The Coffee Market

    April 17, 2013
    Joh. A Benckiser is paying a huge price for the European coffee maker. What does this mean for the rest of the ...
  11. DISH Network Makes Another Bid For Mobile

    April 16, 2013
    DISH makes another move towards mobile with a bid for Sprint.
  12. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 05, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  13. 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 ...
  14. 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.
  15. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  16. Another Stumble At TIBCO Should Lead To Uncomfortable ...

    March 22, 2013
    Another disappointing quarter makes it harder to believe in TIBCO's potential.
  17. 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 ...
  18. Clorox Shares Gain New High - Analyst Blog

    February 15, 2013
    Sturdy past performances and an upbeat outlook facilitated the shares of The Clorox Company (CLX) to reach a new ...
  19. Cliffs Natural Resources Needs Another Iron Ore Boom

    February 15, 2013
    Cliffs' high costs are a major issue if iron ore prices stagnate.
  20. Two New Lease Deals for Mack-Cali - Analyst Blog

    February 14, 2013
    Real estate investment trust (REIT) Mack-Cali Realty Corp. (CLI) announced that it has entered into two lease deals ...
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