DD : Analysis & Opinions

  1. Lowe's Had Better Start Improving

    Lowe's Had Better Start Improving

    May 22, 2013
    Lowe's is lagging Home Depot to an extent that just the weather can't explain
  2. Can Intuit Get Back Into Wall Street's Good Graces?

    Can Intuit Get Back Into Wall Street's Good Graces?

    May 22, 2013
    Uneven performance, particularly in tax software, has weighed on the shares of a former growth darling.
  3. Williams Companies and Other Energy Stocks Worth a Look Now

    Williams Companies and Other Energy Stocks Worth a Look Now

    May 22, 2013
    The National Association of Publicly Traded Partnerships (NAPTP) is holding its investor conference this week. And there ...
  4. NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player ...
  5. Look Towards Small-Caps For Big Dividends

    Look Towards Small-Caps For Big Dividends

    May 22, 2013
    Small-caps can be a fruitful place to gain high yields.
  6. After A Big Recovery Rally, It's Up To Renew Blue For Best Buy

    After A Big Recovery Rally, It's Up To Renew Blue For Best Buy

    May 22, 2013
    Investors have bought Best Buy's story, but this quarter shows that a lot of work remains to be done
  7. Home Depot Continues To Rack Up Impressive Numbers

    Home Depot Continues To Rack Up Impressive Numbers

    May 21, 2013
    Top-notch execution is letting Home Depot thrive
  8. Roche, Reloaded

    Roche, Reloaded

    May 21, 2013
    Roche has one of the best long-term growth profiles in the Big Pharma space
  9. General Motors Hits $33: Where To From Here?

    General Motors Hits $33: Where To From Here?

    May 21, 2013
    While business seems reasonably strong in Detroit, there's no guarantee it will stay that way. Is GM a momentum play or should ...
  10. A Good Deal For Actavis, But Warner Chilcott Goes A Little Cheap

    A Good Deal For Actavis, But Warner Chilcott Goes A Little Cheap

    May 21, 2013
    Actavis gets a very useful asset, while Warner Chilcott shareholders get a decent exit.
  11. Strategically-Challenged Websense Gets A Fair Deal

    Strategically-Challenged Websense Gets A Fair Deal

    May 21, 2013
    Websense gets a fair deal, given its ongoing growth problems.
  12. Elan Continues To Make Baffling Strategic Decision

    Elan Continues To Make Baffling Strategic Decision

    May 21, 2013
    Elan seems to be set on wasting the Tysabri windfall instead of returning it to shareholders
  13. Marketo Jumps 67% in IPO Debut-Time To Sell?

    Marketo Jumps 67% in IPO Debut-Time To Sell?

    May 21, 2013
    Software startup Marketo went public May 17. Its stock closed up 64% in its first day of trading. Time to sell your shares ...
  14. Campbell Soup Shows That Shoppers More Price-Sensitive Than Investors

    Campbell Soup Shows That Shoppers More Price-Sensitive Than Investors

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

    After A Big Rally, Pfizer Might Need Some Rest

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

    Yahoo! Adds Tumblr, But Is This Another Underpants Gnome Deal?

    May 21, 2013
    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  17. Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales

    Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales

    May 17, 2013
    Sluggish sales growth at Wal-Mart isn't a big surprise, but it could keep a lid on the stock.
  18. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  19. How Much Further Can Value Carry Autodesk?

    How Much Further Can Value Carry Autodesk?

    May 17, 2013
    Autodesk comes up short again as the macro environment stays soft.
  20. Should Investors Hang Around For More From Applied Materials?

    Should Investors Hang Around For More From Applied Materials?

    May 17, 2013
    Applied Materials is showing progress, but has the 50% recovery already anticipated these improvements?
  21. The Time To Buy Italy Is Now

    The Time To Buy Italy Is Now

    May 17, 2013
    Investors are getting more comfortable with owning European stocks once again. For bold investors willing to go against the ...
  22. Brocade's Uncertain New Direction

    Brocade's Uncertain New Direction

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

    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 higher ...
  24. Kohl's Could Work For A Trade, But It's In A Brutal Business

    Kohl's Could Work For A Trade, But It's In A Brutal Business

    May 16, 2013
    Kohl's did okay by the analysts, but core operating trends here certainly aren't strong.
  25. Five ETFs To Cash In On Japan’s Rise

    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 nation. For ...
  26. Tesla's Worth More Than Fiat--Time To Sell?

    Tesla's Worth More Than Fiat--Time To Sell?

    May 15, 2013
    While Tesla is an amazing story its valuation has gotten frothy to say the least. Is now the time for shareholders to sell?
  27. Investors Already Thinking Recovery For Cummins

    Investors Already Thinking Recovery For Cummins

    May 15, 2013
    Cummins is still bottoming, but the Street is already thinking recovery
  28. Agilent Isn't Making It Easy On Investors

    Agilent Isn't Making It Easy On Investors

    May 15, 2013
    Core operating performance at Agilent needs to improve
  29. BP Looks Cheap, But A Lot Of Improvements Have To Come Through

    BP Looks Cheap, But A Lot Of Improvements Have To Come Through

    May 15, 2013
    Even with its problems and challenges, BP seems too cheap today
  30. Waiting For Housing To Recover, Valspar's Recovery Already Arrived

    Waiting For Housing To Recover, Valspar's Recovery Already Arrived

    May 15, 2013
    Valspar's market share and performance suggest the stock has recovered far enough.
  31. Chipotle Executing Well, But Valuation Leaves No Margin Of Error

    Chipotle Executing Well, But Valuation Leaves No Margin Of Error

    May 14, 2013
    Weak traffic isn't worrying investors who still prize Chipotle's mid-teens operating growth.
  32. Alliant Techsystems Looks To Guns For Growth

    Alliant Techsystems Looks To Guns For Growth

    May 14, 2013
    Norwest Equity Partners agreed May 13 to sell gun maker Savage Arms to Alliant Techsystems (NYSE:ATK) for $315 million. While ...
  33. Danaher Proves Even The Nimble Can Stumble

    Danaher Proves Even The Nimble Can Stumble

    May 14, 2013
    Danaher won't stay stuck for long.
  34. Roper A Little Short On Growth, But A Proven Builder Of Value

    Roper A Little Short On Growth, But A Proven Builder Of Value

    May 14, 2013
    Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
  35. The U.S. Auto Industry Is Back

    The U.S. Auto Industry Is Back

    May 14, 2013
    For investors, betting on the U.S. auto sector could lead to plenty of profits.
  36. BorgWarner Still In A Long-Term Growth Lane

    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.
  37. ABB Performing Well, But A Big Change Is Coming

    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
  38. Advanced Energy Industries Hanging On For The Turn

    Advanced Energy Industries Hanging On For The Turn

    May 13, 2013
    AEIS is cyclically down, but far from out.
  39. Claire's: Should You Accessorize With Its IPO?

    Claire's: Should You Accessorize With Its IPO?

    May 13, 2013
    Apollo Global Management is taking accessories retailer Claire's public. Should you get in on this IPO? I'll take a look.
  40. It Should Be Up From Here For Eaton

    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.
  41. The Market Seems Unwilling To Let Yum! Brands Stay Cheap For ...

    The Market Seems Unwilling To Let Yum! Brands Stay Cheap For ...

    May 13, 2013
    Yum! Brands' shares have rebounded pretty well despite an ongoing stream of bad news from China.
  42. Middleby Keeps Sticking To A Successful Recipe

    Middleby Keeps Sticking To A Successful Recipe

    May 10, 2013
    Middleby continues to gain share and expand its market opportunities in an under-innovative industry.
  43. Trip Advisor Continues Its Buying Binge

    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.
  44. ArcelorMittal Looks Like A Good House In A Really Tough Neighborhood ...

    ArcelorMittal Looks Like A Good House In A Really Tough Neighborhood ...

    May 10, 2013
    ArcelorMittal looks too cheap, but it could be a long wait to see it really outperform
  45. Place Your Chips On The Chip Makers

    Place Your Chips On The Chip Makers

    May 10, 2013
    By adding the semiconductor producers, investors have a chance to play the backbone of technology and right now they are ...
  46. Little Left To Dendreon But The Hope Trade

    Little Left To Dendreon But The Hope Trade

    May 10, 2013
    Dendreon looks increasingly irrelevant as the medical community moves on from Provenge.
  47. Nvidia Still Too Cheap, And Still Very Controversial

    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.
  48. Adasuve Deal Is Very Good For Alexza, But What About Teva?

    Adasuve Deal Is Very Good For Alexza, But What About Teva?

    May 9, 2013
    Teva's partnership with Alexza looks like an expensive gamble.
  49. Overheated Expectations Send Rackspace Investors To The Torture ...

    Overheated Expectations Send Rackspace Investors To The Torture ...

    May 9, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  50. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    May 9, 2013
    Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
  51. Another Negative Fish Oil Study Adds To Amarin's Marketing Challenges

    Another Negative Fish Oil Study Adds To Amarin's Marketing Challenges

    May 9, 2013
    More questions about the real efficacy of fish oil is bad news for Amarin.
  52. Better Margins Are Nice, But Are Green Mountain Investors Too ...

    Better Margins Are Nice, But Are Green Mountain Investors Too ...

    May 9, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  53. Nautilus Gets Its Groove Back

    Nautilus Gets Its Groove Back

    May 9, 2013
    Now a micro cap, I'll look at why Nautilus' 200% increase over the past 52 weeks is just the beginning.
  54. After The Hurricane, Is It Safe To Visit Aruba Networks?

    After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 9, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  55. Keep Your Portfolio Truckin’ With The Transports

    Keep Your Portfolio Truckin’ With The Transports

    May 9, 2013
    With the U.S. really beginning to move forward, investors may want to focus on another main Dow index- The Dow Transports. ...
  56. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    Mondelez Isn't As Good As Nestle, But Priced Like It Is

    May 8, 2013
    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  57. Disney Does It Again

    Disney Does It Again

    May 8, 2013
    Disney comes through again, but valuation is getting pretty high.
  58. Recent Financials May Not Be Entirely Fair To Hologic

    Recent Financials May Not Be Entirely Fair To Hologic

    May 8, 2013
    Macro pressures are outweighing solid internal progress at Hologic.
  59. Amgen Chased By The Bubble

    Amgen Chased By The Bubble

    May 8, 2013
    Amgen really needs the pipeline to come through to support this valuation.
  60. Whole Foods Back On Pace

    Whole Foods Back On Pace

    May 8, 2013
    Whole Foods carries rich multiples, but the growth seems to justify it
  61. Johnson Controls Has A Lot Of Improving Left To Do

    Johnson Controls Has A Lot Of Improving Left To Do

    May 7, 2013
    Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
  62. For Casino Stocks- Macau Is Still Where It’s At

    For Casino Stocks- Macau Is Still Where It’s At

    May 7, 2013
    China’s growing consumer class isn’t just spending their hard earned money of fast food, TVs and designer handbags. It seems ...
  63. Broadcom Has To Play Offense And Defense

    Broadcom Has To Play Offense And Defense

    May 7, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  64. Sysco's Reputation Seems More Durable Than Its Growth

    Sysco's Reputation Seems More Durable Than Its Growth

    May 7, 2013
    Sysco seems to be trading more on reputation than reality today.
  65. Ingersoll-Rand Improving, But Are Investors Already Too Optimistic?

    Ingersoll-Rand Improving, But Are Investors Already Too Optimistic?

    May 7, 2013
    WIthout stronger construction markets, Ingersoll-Rand's turnaround could bog down
  66. Mobile Mini Earnings Double: Is It Time To Buy?

    Mobile Mini Earnings Double: Is It Time To Buy?

    May 7, 2013
    Mobile Mini reported first quarter earnings May 6 that were impressive to say the least. With its stock sitting near an all-time ...
  67. BMC Software Shows Again That Getting Full Value Is Tough Without ...

    BMC Software Shows Again That Getting Full Value Is Tough Without ...

    May 6, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  68. Beam's North American Business Beams Brightly

    Beam's North American Business Beams Brightly

    May 6, 2013
    Beam (NYSE:BEAM) announced solid first quarter earnings May 2. The highlight of Q1 was the performance of its North American ...
  69. Zions Bancorp Will Likely Find It Harder From Here

    Zions Bancorp Will Likely Find It Harder From Here

    May 6, 2013
    Zions has had a good run, but it may be slower going as lending competition intensifies.
  70. Simpler Looks Better For First Horizon

    Simpler Looks Better For First Horizon

    May 6, 2013
    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the long-term. ...
  71. Check Point Software Could Be A Second-Half Rebounder

    Check Point Software Could Be A Second-Half Rebounder

    May 6, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  72. Teva Still Too Cheap, But Still Too Uncertain

    Teva Still Too Cheap, But Still Too Uncertain

    May 3, 2013
    Teva's present-day momentum is weak, but the value could appeal to patient long-term investors.
  73. In A Growth-Starved Sector, Becton Dickinson Rules

    In A Growth-Starved Sector, Becton Dickinson Rules

    May 3, 2013
    Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively stronger growth. ...
  74. Carl Icahn Upped His Nuance Stake--Should You?

    Carl Icahn Upped His Nuance Stake--Should You?

    May 2, 2013
    Should we follow activist investor Carl Icahn? We'll have a look.
  75. Finding Bond-Like Income With Utilities

    Finding Bond-Like Income With Utilities

    May 1, 2013
    The traditional utility sector has become a happy hunting ground for income seekers.
  76. Are These 3 Retailers Ready To Go Private?

    Are These 3 Retailers Ready To Go Private?

    April 30, 2013
    Bloomberg ran an article April 29 speculating that Rue 21, Abercrombie & Fitch and Aeropostale are all possible private equity ...
  77. Get Ready For The Wearable Technology Revolution

    Get Ready For The Wearable Technology Revolution

    April 30, 2013
    For investors, wearable tech is just beginning to become science fact.
  78. Starbucks: A Premium Worth Paying

    Starbucks: A Premium Worth Paying

    April 29, 2013
    Starbucks delivered record second-quarter results April 25. With every part of its business doing well (Europe excepted), ...
  79. Alcatel-Lucent Looking At A Long Road, But Not Starting From ...

    Alcatel-Lucent Looking At A Long Road, But Not Starting From ...

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

    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.
  81. Starbucks' Special Model Is Valuable, But Maybe Not This Valuable

    Starbucks' Special Model Is Valuable, But Maybe Not This Valuable

    April 26, 2013
    Starbucks continues to deliver good execution, but the valuation demands greatness.
  82. Good Profitability And Relative Valuation Make Chevron Interesting

    Good Profitability And Relative Valuation Make Chevron Interesting

    April 26, 2013
    Chevron seems underrated and undervalued relative to the likes of Exxon.
  83. Lumber Liquidators-A Stock Without A Ceiling?

    Lumber Liquidators-A Stock Without A Ceiling?

    April 26, 2013
    Flooring retailer Lumber Liquidators (NYSE:LL) reported strong earnings April 24. By every financial metric it was a big ...
  84. Sub-Saharan Africa Beckons

    Sub-Saharan Africa Beckons

    April 26, 2013
    Looking past the BRICs and broad index funds, Africa represents a huge ignored growth story.
  85. Slower Growth And Better Margins Probably Won't Help Amazon

    Slower Growth And Better Margins Probably Won't Help Amazon

    April 26, 2013
    Amazon's growth continues to slow, but from a high level to a slightly less high level
  86. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  87. Want Income? MLP ETFs Still Offer Value

    Want Income? MLP ETFs Still Offer Value

    April 25, 2013
    High income and growth potential minus the tax headaches associated with MLPs makes ETFs the top choice to play the sector.
  88. Coach Winning In China

    Coach Winning In China

    April 25, 2013
    Coach's third quarter results were solid if not spectacular. Its Chinese business, however, continues to provide hope for ...
  89. Exxon Mobil Profits And Growth Fail To Impress

    Exxon Mobil Profits And Growth Fail To Impress

    April 25, 2013
    Exxon's profitability underwhelmed, but the overall picture hasn't changed much.
  90. Investors Can't Seem To Get Enough Of Hershey

    Investors Can't Seem To Get Enough Of Hershey

    April 25, 2013
    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  91. Are Market Factors Pushing Qualcomm Into The Penalty Box?

    Are Market Factors Pushing Qualcomm Into The Penalty Box?

    April 25, 2013
    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  92. Given Procter & Gamble's Performance, Should The Weak Volumes ...

    Given Procter & Gamble's Performance, Should The Weak Volumes ...

    April 25, 2013
    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  93. Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    April 24, 2013
    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  94. The Defenestration Of Apple Continues

    The Defenestration Of Apple Continues

    April 24, 2013
    Apple's value as a stock has plunged, but the company seems to be in better shape.
  95. Good Long-Term Trends, But Softer Conditions Today At United ...

    Good Long-Term Trends, But Softer Conditions Today At United ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  96. DuPont's Cyclicality Seems Overpriced

    DuPont's Cyclicality Seems Overpriced

    April 23, 2013
    Investors should be wary of paying a big premium for DuPont's cyclicality.
  97. Valmont's First Quarter: Profit From Its Growth

    Valmont's First Quarter: Profit From Its Growth

    April 23, 2013
    Valmont Industries first quarter was very strong. It expects more of the same in the second quarter and quite possibly the ...
  98. Texas Instruments Not Quite In The Clear Yet

    Texas Instruments Not Quite In The Clear Yet

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

    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 now ...
  100. Is Caterpillar Facing A New Normal In Mining?

    Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
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