CS: Analysis & Opinions

  1. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  2. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  3. Cisco Comes Through, But Times Are Still Tough

    May 16, 2013
    Cisco comes through with a quarter that should calm tech investors.
  4. The Market Seems Unwilling To Let Yum! Brands Stay Cheap ...

    May 13, 2013
    Yum! Brands' shares have rebounded pretty well despite an ongoing stream of bad news from China.
  5. 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?
  6. Disney Does It Again

    May 08, 2013
    Disney comes through again, but valuation is getting pretty high.
  7. Check Point Software Could Be A Second-Half Rebounder

    May 06, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  8. Get Ready For The Wearable Technology Revolution

    April 30, 2013
    For investors, wearable tech is just beginning to become science fact.
  9. Alcatel-Lucent Looking At A Long Road, But Not Starting ...

    April 29, 2013
    Alcatel-Lucent has a long road back, but the IP keeps the company in the game.
  10. It Gets A Little Harder From Here For Covidien

    April 29, 2013
    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  11. 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.
  12. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  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. 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 ...
  15. Goldman Sachs Gets Into The Loan Business

    April 12, 2013
    Goldman Sachs’ decides to list a piece of Liberty Harbor Capital subsidiary as a BDC.
  16. Fortinet Stumbles, Making Tech Investors Very Insecure

    April 11, 2013
    Does Fortinet's warning bode poorly for other IT companies?
  17. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 05, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  18. ETFs For Alternative Asset Classes

    February 25, 2013
    The continued growth in ETF adoption will only help strengthen the funds structure for these assets outside of bonds ...
  19. Banks Sued over LIBOR Manipulations - Analyst Blog

    February 15, 2013
    At the time when several  banks are already facing regulatory probes for involvement in manipulating LIBOR rates, a ...
  20. Stock Market News for February 15, 2013 - Market News

    February 15, 2013
    Benchmarks finished mixed following weak international economic numbers which eclipsed encouraging reports of major ...
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