F: Analysis & Opinions

  1. 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 ...
  2. 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 ...
  3. 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.
  4. 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 ...
  5. 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.
  6. 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 ...
  7. 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.
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. Core Growth At Wells Fargo Is Weak, But The Multiple ...

    April 12, 2013
    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity in the shares.
  15. 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.
  16. Credit Comes To The Rescue, As JPMorgan Sees Soft Core ...

    April 12, 2013
    Improving credit quality at JPMorgan is offsetting sluggish core banking conditions .
  17. Commerce Bancshares Growing Its Balance Sheet, But ...

    April 11, 2013
    Commerce Bancshares remains a high-quality bank, but the valuation is already pretty fair.
  18. Fortinet Stumbles, Making Tech Investors Very Insecure

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

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

    April 10, 2013
    Fastenal's growth is definitely slowing, but the multiples haven't really shrunk yet.
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