HPQ : Analysis & Opinions

  1. MedTech Industry Stock Update - Sept 2013 - Industry Outlook

    September 10, 2013
    MedTech Industry Stock Update - Sept 2013 - Industry Outlook
  2. A Little-Known Indicator Says We're Headed For A Pullback

    September 9, 2013
    Last week's gains in the stock market highlight the increasing bullishness of traders. But one little-known indicator ...
  3. This Is Much More Important To Your Wealth Than Any Stock Pick

    September 9, 2013
    Today's essay is a little different than you're used to.I'm not going to talk about any specific investment. ...
  4. Will Google Glass Be Dethroned Ahead Of Its Release? (GOOG)

    September 5, 2013
    Google (NASDAQ: GOOG) gained some attention this week after reports claimed that the company will launch a separate app store ...
  5. Navistar's Turnaround Is Ugly And Bumpy, But Making Progress

    September 5, 2013
    Navistar's turnaround doesn't look pretty, but the company has made important positive steps.
  6. Much Ado About Cannabis Stocks

    September 5, 2013
    The marijuana movement has been prominently progressing, and started from the bottom in the U.S. with overhauling disapproval ...
  7. Drone Technology In Everyday Applications: Not Just For The Military ...

    September 4, 2013
    Drones are no longer a technology of the future. They are being manufactured and used in a variety of applications, but ...
  8. Ciena On A Roll With Carrier Spending Picking Up

    September 4, 2013
    100G deployments are starting to drive the equipment market, putting Ciena back on a growth trajectory.
  9. Gerdau Seeing Brazil Get Better, But U.S. Ops Are Struggling

    September 4, 2013
    Gerdau has bright long-term prospects but today's valuation isn't much of a bargain.
  10. Arch Capital Is Excellent, But No Bargain

    September 4, 2013
    Strong reserves and excellent underwriting have Arch Capital basically at fair value.
  11. 7 Mistakes to Avoid When Trading Leveraged ETFs

    September 4, 2013
    Exchange-traded funds have found their way into countless portfolios, as investors of all types have embraced their cost-efficient, ...
  12. Coca-Cola FEMSA Adds More Volume In Brazil

    September 4, 2013
    Coca-Cola FEMSA continues to build its lucrative Latin American bottling footprint.
  13. Nokia Sells Its Handset Business To Microsoft And Remakes Its ...

    September 4, 2013
    Nokia metamorphisizes again with the sale of its handset business to Microsoft.
  14. An Interesting Year For Tech ETFs

    September 4, 2013
    On the surface, it would appear to be a disappointing year for technology sector ETFs. The Technology Select Sector SPDR ...
  15. Bear of the Day: Autodesk (ADSK) - Bear of the Day

    September 4, 2013
    Bear of the Day: Autodesk (ADSK) - Bear of the Day
  16. Tata Motors: A Tale Of Two Businesses

    September 3, 2013
    Jaguar is doing exceptionally well, but Tata Motors struggles to replicate that success at home.
  17. A Great Model And Growing Markets Powering Copa Holdings

    September 3, 2013
    Copa's Panama-based hub-and-spoke system continues to drive uncommon profitability.
  18. Move Over, Baby Boomers -- This Group Of Consumers Wants The ...

    September 3, 2013
    In the 1980s and '90s, an investor theme emerged that likely played a role in a 20-year upward move for the stock market. ...
  19. Walter Energy, SouFun and Other Top Performers in August

    September 3, 2013
    Three basic materials companies -- Companhia Siderurgica Nacional (NYSE: WLT) -- were among the top-performing dividend-paying ...
  20. Bond ETFs Set For Hefty Outflows

    September 3, 2013
    As we enter September, the fear of the Fed taper continues to nag markets, resurfacing every few days to keep benchmarks ...
  21. Has Santander Made It Through The Worst?

    September 3, 2013
    Santander has yet to find the bottom with its bad credits.
  22. For BBVA, Does More Spain Mean More Pain?

    September 3, 2013
    BBVA still faces serious risks in Spain, but management's approach appears undervalued
  23. OmniVision Technologies – The Beat(ing) Goes On

    August 30, 2013
    Weaker handset demand and disappointing margins send the shares down sharply again.
  24. Apache Makes Another Move To Reduce Business Risk

    August 30, 2013
    Apache gets a reasonable price for a troublesome asset.
  25. Vodafone, Verizon (And AT&T?) Go Once More Unto The Breach

    August 30, 2013
    Verizon and Vodafone are once again talking about a deal for Verizon Wireless
  26. Salesforce.com Shows Some Reacceleration

    August 30, 2013
    Improved billings growth will cheer the owners of this expensive SaaS leader.
  27. Can LEDs Brighten Investor Portfolios?

    August 29, 2013
    LED lighting may be disruptive, but that doesn't mean that the stocks haven't already been moved in anticipation.
  28. Pall Always Gets The Benefit Of The Doubt

    August 29, 2013
    Pall's performance was just okay, but the Street likely won't mind.
  29. The Fresh Market Can't Put Margin Worries To Bed

    August 29, 2013
    Persistent worries about margins and an accelerated store opening plan run counter to Wall Street's wishes
  30. Campbell Soup Doesn't Seem To Be Prioritizing The Right Things

    August 29, 2013
    Campbell Soup continues to make iffy strategic moves and the stock is no bargain
  31. Guess May Be Getting Its House In Order

    August 29, 2013
    Often-volatile Guess is back on the way up with an encouraging second quarter report.
  32. 3 Market Valuation Indicators ETF Investors Must Know

    August 29, 2013
    They say that nobody rings a bell at the market top or bottom. What separates seasoned veterans from “excited” ...
  33. Vertex Building A Fortress In Cystic Fibrosis

    August 28, 2013
    Vertex is in the early days of what could be a $10B franchise in cystic fibrosis treatment.
  34. Winter Still Coming For Joy Global

    August 28, 2013
    Joy Global seems undervalued on a long-term basis, but the near term is still looking pretty scary
  35. Workday Surfing The SaaS Wave

    August 28, 2013
    Workday beats the Street's growth targets, but valuation is still crazy
  36. Another Beat And Raise Highlights Avago's Quality

    August 28, 2013
    Avago's market share strength shouldn't be underestimated
  37. Short Sellers Increase Stakes in Toll Bros., M/I Homes (MHO, ...

    August 28, 2013
    The short interest moves in residential construction stocks were mixed again during the early weeks of August, as concerns ...
  38. No Staying Power for Safety Trade - Ahead of Wall Street

    August 28, 2013
    The stock market weakness goes beyond Syria, but the gold, oil and bond trade has no staying power.
  39. First Trust International Multi-Asset Income ETF (YDIV) Hits ...

    August 28, 2013
    Stocks are off to a shaky start this week as uncertainty over the looming Fed taper continues to take its toll on investors’ ...
  40. Has The Street Finally Overshot Brown Shoe?

    August 27, 2013
    Brown Shoe had a decent quarter, but Wall Street wants more
  41. Tiffany Continues To Execute At A Higher Level

    August 27, 2013
    Tiffany delivers stronger margins while comps still see some pressure.
  42. Akorn Scores A Rare Win-Win Acquisition

    August 27, 2013
    Akorn builds value by buying Hi-Tech
  43. The Market Already Convinced Colfax Will Meet Or Beat Its Goals

    August 27, 2013
    Colfax is delivering on the margin improvements management promised
  44. The Commercial Mortgage Story Gets Better For Investors

    August 27, 2013
    Things are looking up for loans tied to commercial real estate mortgages. Delinquencies continue to drop, while refinancing ...
  45. ETFs That Lost 50% In a Single Year

    August 27, 2013
    Since ETFs were introduced in 1993, the investing world has endured numerous recessions and a number of groundbreaking events ...
  46. Yet Another Failure Has Rigel Pharmaceuticals Almost Back To ...

    August 26, 2013
    Rigel sees yet another clinical failure from its pipeline.
  47. Watch For This Signal Of A Significant Reversal

    August 26, 2013
    Classic chart analysis pinpointed last week's market reversal. This week, the chart says we should see a trend develop.SPDR ...
  48. AstraZeneca Goes Back To The M&A Well Yet Again

    August 26, 2013
    AstraZeneca's acquisition of Amplimmune could pay big dividends in a decade.
  49. Is Improving IT Demand Enough To Maintain Teradata's Rebound?

    August 26, 2013
    Teradata may be Big Data, but that hasn't proven to give it any edge in terms of growth
  50. Amgen Sweetens The Bid And Secures Onyx

    August 26, 2013
    Amgen finalizes a value-additive deal for Onyx
  51. Yahoo! Reclaims Traffic Leadership, But Can It Turn It Into Cash?

    August 23, 2013
    What does Yahoo!'s sudden rise to the top of internet traffic mean for its business?
  52. Aruba Networks Digs In For The Long War

    August 23, 2013
    Aruba is going to have to surrender margin to boost growth in the face of competition from Cisco.
  53. Pandora Progressing, But Still Tinkering

    August 23, 2013
    Pandora continues to evolve as the model matures.
  54. Marvell – Unicorn Of The Chip Space?

    August 23, 2013
    Marvell's gaining share and showing good growth in multiple challenging sectors
  55. Autodesk A Little Undervalued, But Uncertainty Is Rising

    August 23, 2013
    Autodesk's base business is still weak, but greater emphasis on SaaS pleases investors
  56. Microsoft Critics Get Their Way, As Ballmer Announces Impending ...

    August 23, 2013
    Ballmer's impending retirement as CEO sets off a long-awaited celebration in Microsoft shares
  57. Can E.On Maintain Its Fat Dividend Through A Difficult Restructuring? ...

    August 23, 2013
    Economics and politics are forcing a difficult transformation at E.On.
  58. This Legendary Retailer Might Be The Worst Investment You Can ...

    August 23, 2013
    The business of retailing is quite simple. You have a large base of fixed costs tied up in real estate, inventory and personnel, ...
  59. How F-Sqared Investments Is Utilizing ETFs

    August 23, 2013
    Institutional and self-directed investors alike have embraced ETFs for their ease-of-use, cost-efficiency, and unparalleled ...
  60. Bear of the Day: 3D Systems (DDD) - Bear of the Day

    August 23, 2013
    Bear of the Day: 3D Systems (DDD) - Bear of the Day
  61. Easy To Like Everything About Kubota Except The Price

    August 22, 2013
    Kubota's growth prospects are alluring, but the valuation is unsettling.
  62. Waiting For Hormel To Get Cheaper Isn't Getting Any Easier

    August 22, 2013
    Even with margin underperformance, the Street is staying in Hormel's corner
  63. Red Hat And Other Software Stocks That May Beat Revenue Estimates ...

    August 22, 2013
    Analysts at Lazard believe software makers Citrix Systems (NASDAQ: RHT) are well positioned to benefit from strong government ...
  64. Hain Celestial's Valuation Already Incorporates Strong Expectations

    August 22, 2013
    Hain Celestial has strong top-line growth, but margins continue to lag more traditional food rivals
  65. HP Still Looks Cheap, But Execution Issues Are Part Of The Reason ...

    August 22, 2013
    HP still has some significant competitive and strategic problems to sort out
  66. Abercrombie & Fitch The Latest To Get Trampled

    August 22, 2013
    Abercrombie & Fitch's recovery crumbles under the weight of weak traffic and heavy promotions at rivals.
  67. Thursday’s ETF Chart To Watch: SPY Testing Support Ahead Of Jobless ...

    August 22, 2013
    U.S. equity markets oscillated yesterday as the FOMC minutes release had everyone on edge right from the opening bell. Much ...
  68. American Eagle Hammered As Conditions Worsen

    August 21, 2013
    American Eagle warns of even worse pressures on same-store sales.
  69. History Suggests Street Will Get Over “Disappointing” Smucker ...

    August 21, 2013
    Smucker isn't cheap, but worries about K-Cup growth seem a little overdone.
  70. How To Build The Ultimate 'Doomsday Portfolio'

    August 21, 2013
    We've managed to avoid the great Mayan prediction of the end of the world in 2012, along with countless doomsday prognostications ...
  71. Urban Outfitters Steps Up Its Game

    August 21, 2013
    tail's been an iffy proposition when it comes to second quarter earnings reports. One company doing well in this cautious ...
  72. A Solid Beat-And-Raise As Lowe's Closes Some Of The Gap

    August 21, 2013
    Lowe's closes the gap with Home Depot on strong comp sales improvement.
  73. Canadian Dilution And Sluggish U.S. Shopping Bring Target A Little ...

    August 21, 2013
    Target is seeing significant dilution from its expansion into Canada, as well as a tough U.S. retailling environment.
  74. Zillow Pays $50 Million For StreetEasy: Time To Buy?

    August 20, 2013
    Fifty million isn't a lot for a company with a $3 billiion market cap. However, Zillow (Nasdaq:Z) sees this acquisition as ...
  75. Home Depot Moves From Good To Great

    August 20, 2013
    Home Depot continues to see a strong tailwind of improving renovation/remodeling demand
  76. Medtronic Marking Time

    August 20, 2013
    Medtronic looks stuck in low-growth mode for now, but the shares look undervalued.
  77. International Rectifier Recovering, But Margins Need To Pick ...

    August 20, 2013
    IRF is seeing demand recover, but driving better cash flow production is critical
  78. Duck Dynasty's Success: Why An A&E IPO Makes Sense

    August 20, 2013
    A&E Television Network (AETN) premiered its fourth season of Duck Dynasty August 14. The one-hour episode garnered 11.8 million ...
  79. Workday Working Some Major Market Mojo

    August 20, 2013
    Workday may be about to radically change enterprise software, but the market has already gone crazy with valuation.
  80. NCR Transforming, But The Street Seems Up To Speed

    August 20, 2013
    NCR is remaking itself as a higher-growth, more competitive company, but the stock has already moved on elevated expectations
  81. Veolia Offers A Decent Dividend, But Both Uncertainty And Upside

    August 20, 2013
    Veolia has more self-improvement work ahead, but leverage to an improving Europe could create upside
  82. Arcos Dorados Still Several Fries Short Of A Happy Meal

    August 20, 2013
    Inflation has made the operating environment quite challenging for McDonald's Latin American operator.
  83. EXCLUSIVE: Kiplinger's Lisa Gerstner Offers Advice For Building ...

    August 20, 2013
    You can save money, and even find a job, if you follow the right Twitter feeds. Kiplinger's Lisa Gerstner outlines ...
  84. Corning's Always-Frustrating Mix Of Opportunity And Risk

    August 20, 2013
    Can Corning's potent R&D keep revenue growing fast enough to drive the stock?
  85. Estee Lauder Delivers A Beautiful Q4: Should You Buy?

    August 20, 2013
    Estee Lauder (EL) delivered beautiful Q4 earnings August 15 on a day when the Dow lost 225 points due to Wal-Mart's (WMT) ...
  86. Eurozone GDP Turns Positive: Time To Buy?

    August 20, 2013
    Over the past few years, the world economy has undeniably struggled against significant headwinds after the unprecedented ...
  87. EMDG: Dividend Growth Meets Emerging Markets

    August 20, 2013
    Exchange-traded funds have become a staple in numerous portfolios as investors of all walks have embraced these financial ...
  88. Nordstrom Shows That Even The Best Can Struggle A Bit

    August 19, 2013
    Are disappointing comps at Nordstrom the start of a downturn, or just a bump on the road?
  89. Applied Materials Still Waiting For Orders To Materialize

    August 19, 2013
    Applied Materials seems to be well-positioned for the next big cycle in equipment demand, but the timing is still highly ...
  90. How A Group Of 13-Year-Olds Beat The Brightest Minds On Wall ...

    August 19, 2013
    In 1990, in a suburb outside of Boston, something unusual happened...As part of their schoolwork, seventh graders at the ...
  91. What an Apple/China Mobile Deal Would Mean for ETFs

    August 19, 2013
    Apple has long been one of the most talked about securities on the market, as its meteoric rise took the investing world ...
  92. Why The Shrinking US Deficit Matters To Your Portfolio More Than ...

    August 16, 2013
    It's the feel-good story of 2013 that nobody is talking about.The nation's budget deficit, which had been spiraling ...
  93. The Curious Case Of Leveraged ETFs: Understanding How Compounding ...

    August 16, 2013
    Exchange-traded products have found their way into countless portfolios, although more and more investors have begun to utilize these ...
  94. Emerging Global Expands Dividend Lineup With EM High Income ETF ...

    August 16, 2013
    After grinding sideways all week, major U.S. equity indexes finally made way for the bears on Thursday as disappointing corporate ...
  95. These 3 Countries Could Be Headed For A Meltdown

    August 15, 2013
    Even as the S&P 500 has risen 20% over the past 12 months, the champagne is really flowing in Japan, where the Nikkei ...
  96. Consumer Spending Looking Bleaker For Wal-Mart

    August 15, 2013
    Shoppers are pulling back around the globe, leaving Wal-Mart with few levers to pull to drive better results.
  97. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  98. Agilent Grinding Through Challenging Market Conditions

    August 15, 2013
    Agilent may be quite a bit stronger than its reported numbers would indicate.
  99. Are The Shippers Now A Buy?

    August 15, 2013
    Investors looking for values among the beaten down market may want to give the shippers a go. Several bullish catalysts are ...
  100. Why Warren Buffett Hates Gold

    August 15, 2013
    Warren Buffett, the CEO of Berkshire Hathaway (NYSE: BRK-A), is currently worth about $44 billion, according to Forbes' ...
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