F : Analysis & Opinions

  1. Smithfield Get It's Deal, But From A Surprising Bidder

    May 29, 2013
    Smithfield gets a lucrative bid from a Chinese buyer, but will the deal go through?
  2. Strong Growth Can Help United Natural Foods Grow Into Its Multiple

    May 29, 2013
    United Natural Foods continues to grow at a double-digit rate, but the valuation is already rich.
  3. Brown Shoe Continues Its Turnaround With Sharper Execution

    May 29, 2013
    Brown Shoe delivers another strong quarter in its turnaround.
  4. The Fresh Market Facing Its First Real Challenge

    May 29, 2013
    If The Fresh Market can reignite its comp-store growth, momentum investors should return.
  5. Alnylam Basking In Orphan Drug Attention

    May 28, 2013
    Alnylam has already seen a big run, but clinical success could bring even more gains.
  6. Tiffany Logs A Big Beat, But Fiscal 2014 Still A Work In Progress

    May 28, 2013
    Tiffany still needs to work out its silver strategy, but a strong rebound in comps is a good sign.
  7. Cost Discipline Driving The Story At PNC Financial

    May 28, 2013
    If PNC can execute on it cost-cutting initiatves, the value creation could be meaningful
  8. Valeant Eyes Bausch & Lomb

    May 28, 2013
    Canadian pharmaceutical company Valeant has made a name for itself through acquisitions. On May 27 it announced that it was ...
  9. Coty Readies IPO

    May 28, 2013
    Fragrance maker Coty filed a registration statement amendment May 28 that sees it raising as much as $1.2 billion from its ...
  10. Ralph Lauren Q4 Earnings Up 35%: Buy or Sell?

    May 24, 2013
    Ralph Lauren announced Q4 earnings that were 35% ahead of last year. Unfortunately, it also was very cautious on its 2014 ...
  11. Playing The Big Winners In U.S. LNG

    May 24, 2013
    For U.S. producers of natural gas, exporting that bounty is seen a necessary way to profit from higher demand overseas as ...
  12. After Some Preening, American Eagle Could Fly Again

    May 23, 2013
    Management has to reinvest in the business, but the market seems to be undervaluing American Eagle's cash flow prospects.
  13. Ski-Doo IPO Raises $254 Million: Should You Buy?

    May 23, 2013
    Read on and I'll look into if you should buy Ski-Doo's stock once it becomes available.
  14. Look Towards Small-Caps For Big Dividends

    May 22, 2013
    Small-caps can be a fruitful place to gain high yields.
  15. 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 ...
  16. Strategically-Challenged Websense Gets A Fair Deal

    May 21, 2013
    Websense gets a fair deal, given its ongoing growth problems.
  17. Campbell Soup Shows That Shoppers More Price-Sensitive Than Investors

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

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

    May 21, 2013
    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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?
  24. 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.
  25. 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.
  26. 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?
  27. 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.
  28. 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?
  29. 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. ...
  30. 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.
  31. Disney Does It Again

    May 8, 2013
    Disney comes through again, but valuation is getting pretty high.
  32. Amgen Chased By The Bubble

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

    May 8, 2013
    Whole Foods carries rich multiples, but the growth seems to justify it
  34. 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 ...
  35. 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 ...
  36. 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.
  37. 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. ...
  38. Check Point Software Could Be A Second-Half Rebounder

    May 6, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  39. 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. ...
  40. Carl Icahn Upped His Nuance Stake--Should You?

    May 2, 2013
    Should we follow activist investor Carl Icahn? We'll have a look.
  41. 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 ...
  42. Get Ready For The Wearable Technology Revolution

    April 30, 2013
    For investors, wearable tech is just beginning to become science fact.
  43. Sub-Saharan Africa Beckons

    April 26, 2013
    Looking past the BRICs and broad index funds, Africa represents a huge ignored growth story.
  44. 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
  45. 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 ...
  46. 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.
  47. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  48. 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 ...
  49. Halliburton Has Gotten Interesting Again

    April 22, 2013
    If oilfield activity has bottomed, Halliburton would be a good pick here.
  50. Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  51. 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 the market ...
  52. Thermo Steps Up And Seals A Deal For Life Technologies

    April 19, 2013
    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my expectations.
  53. 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.
  54. Fairway Group Gets The Green

    April 18, 2013
    Grocery store chain Fairway Group (Nasdaq:FWM) sold 16.7 million shares at $13 in its IPO debut April 16. In its first day ...
  55. 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.
  56. 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 mundane ...
  57. 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.
  58. 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 world's coffee ...
  59. Sinclair Broadcast Buying Binge Continues

    April 16, 2013
    Sinclair Broadcast Group strenghtened its bench in the Pacific Northwest April 11 with the announcement of its $373 million ...
  60. Comerica Looks Like A Slow-Coiling Spring

    April 16, 2013
    With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of income, most ...
  61. U.S. Bancorp Is Strong But Needs Growth

    April 16, 2013
    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today provided you're ...
  62. Infosys Struggling To Make The Changes

    April 15, 2013
    The unsatisfying results that Infosys has reported recently, combined with pretty non-specific guidance, has created a pretty ...
  63. Citigroup Looking More Like A Normal Big Bank These Days

    April 15, 2013
    With its first full quarter with new CEO Michael Corbat in charge now in the books, Citigroup (NYSE:C) continues to make ...
  64. Core Growth At Wells Fargo Is Weak, But The Multiple Doesn't ...

    April 12, 2013
    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity in the shares.
  65. Bank Of The Ozarks Continues To Build Value

    April 12, 2013
    Bank of the Ozarks deserves its premium, as it continues to demonstrate a rare combo of growth and quality.
  66. Fortinet Stumbles, Making Tech Investors Very Insecure

    April 11, 2013
    Does Fortinet's warning bode poorly for other IT companies?
  67. Weak Metalworking Rusting MSC Industrial's Growth Outlook

    April 11, 2013
    Long underestimated, MSC is still priced attractively.
  68. Slowing Sales At Fastenal Not Denting Investor Enthusiasm ... ...

    April 10, 2013
    Fastenal's growth is definitely slowing, but the multiples haven't really shrunk yet.
  69. SeaWorld IPO Looks To Raise $500 Million: Should You Buy?

    April 10, 2013
    On April 8 Blackstone filed an IPO registration statement amendment that ups the original $100 million amount to as much ...
  70. GE Pays Up To Get Into Another Attractive Energy Business

    April 9, 2013
    GE is taking a deep dive into artificial lifts with a high-priced acquisition of Lufkin Industries.
  71. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 5, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  72. A Big Bet On Cyber Security

    April 3, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is quickly becoming ...
  73. Pinnacle Foods Gains 11% In IPO Debut--Now What?

    April 2, 2013
    Blackstone Group brought Pinnacle Foods (NYSE:PF) to market March 28. The maker of Vlasic pickles and other well known brands ...
  74. 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 commodity prices ...
  75. Red Hat's Valuation Looks More Reasonable, But Expectations Could ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  76. 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 to bounce ...
  77. 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 Warren ...
  78. Higher Petrobras CAPEX Spending Is Great News For FMC Technologies

    March 25, 2013
    At current prices, oil service stock FMC Technologies isn’t necessarily cheap. But as the number one supplier for the energy ...
  79. BP's Moves On Russian Front Look To Pay Dividends

    March 23, 2013
    Does the news of BP's repurchase program make the stock more attractive? Let's take a look.
  80. The Week Ahead: Did Wall Street Strategists Jinx Stocks

    March 22, 2013
    Increasingly daring market forecasts should unpleasantly remind savvy investors of the exuberance of Y2K, and the truth is ...
  81. Is it Time To See Through Lululemon?

    March 20, 2013
    Lululemon has pulled 17% of its women's bottoms due to a quality problem. It turns out that its latest batch of black luon ...
  82. ETFs Loaded With Low Price-To-Cash-Flow Ratios

    March 14, 2013
    Stocks having a low price to cash flow ratio outperform those with a high ratio 78% of the time. Here are some stocks that ...
  83. The Ultimate Guide To Currency ETF Trading

    March 14, 2013
    Want a simpler way to invest in the forex market? Currency ETFs give you just that!
  84. Visual Guide To Investing In Preferred Stock ETFs

    March 14, 2013
    Preferred stock ETFs have become a big hit with some investors. Find out why!
  85. Steady Progress And Unappreciated Value At MetLife

    February 18, 2013
    MetLife is still making steady improvements, but the stock doesn't reflect it.
  86. BlackBerry Nears VoIP Deal in UAE - Analyst Blog

    February 15, 2013
    As per media reports Blackberry Limited (BBRY) is on the verge of signing an agreement with the telecom carriers in United ...
  87. Agilent Misses, Guidance Disappoints - Analyst Blog

    February 15, 2013
    Agilent Technologies' A) fiscal first quarter earnings per share of 63 cents missed the Zacks Consensus Estimate by 4 cents, ...
  88. Time for Inverse Bond ETFs? - ETF News And Commentary

    February 15, 2013
    With the major U.S. stock indexes hovering around their all time highs, it can be safely argued that risk on attitude has ...
  89. Fitch Reviews Regional Banks - Analyst Blog

    February 15, 2013
    Recently, Fitch Ratings concluded the peer review of 16 mid-tier regional banks. The group includes banks with total assets ...
  90. Fifth & Pacific's Bill McComb Looks To Kate Spade For Ultimate ...

    February 15, 2013
    Recent rumors suggest that FNP will sell Juicy Couture and Lucky Brand Jeans. The company's best hope lies in its Kate Spade ...
  91. Whole Foods Disappoints, Comes A Little Closer To Value

    February 15, 2013
    Despite another disappointing quarter, Whole Foods has the potential to produce double-digit revenue growth for the next ...
  92. Cliffs Natural Resources Needs Another Iron Ore Boom

    February 15, 2013
    Cliffs' high costs are a major issue if iron ore prices stagnate.
  93. Jack Bogle Doesn't Think You Should Get Cozy With ETFs

    February 15, 2013
    Bogle likes index ETFs, but he doesn't think that using them as trading vehicles or as ways to beat the market is a sound ...
  94. Neutral on Amerisafe - Analyst Blog

    February 14, 2013
    We have retained our recommendation on Amerisafe Inc. (AMSF) at Neutral based on the current sustainability factors, which ...
  95. Lockheed Gets Apache Contracts - Analyst Blog

    February 14, 2013
    Lockheed Martin Corporation (LMT) has received two production contracts totaling $161.7 million from the U.S. Army to continue ...
  96. Mondelez Misses in 4Q, EPS View Up - Analyst Blog

    February 14, 2013
    Mondelez International Inc. (MDLZ) missed on both the top and bottom lines in its fourth quarter 2012 mainly due to currency ...
  97. Inside First Trust's New Preferred Securities ETF (FPE) - ETF ...

    February 14, 2013
    Although markets continue to perform well, income-paying choices remain favorites of many investors. Considering that many ...
  98. Beam Looks To Take Maker's Mark Further

    February 14, 2013
    Beam announced that it was reducing the alcohol content of its Maker's Mark bourbon in order to increase supply of the popular ...
  99. Coca-Cola's OK Results Won't KO The Stock

    February 14, 2013
    Coca-Cola wasn't spectacular, but it was good enough. While the stock was and still is expensive, investors are paying for ...
  100. Annie's Surfing A Rising Tide In Food

    February 14, 2013
    Annie's is expensive, but that won't necessarily preclude more gains.
  101. The State of the Union Address for Investors - Analyst Blog

    February 13, 2013
    Here is my short-form take on President Obama's State of the Union address.  This is written to outline four major areas ...
Trading Center