IR : Analysis & Opinions

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  1. Has Pier 1's Recovery Overshot The Mark?

    April 10, 2012
    Not only has Pier 1 found a way to survive, but in many respects it's stronger than it has ever been. That said, the stock ...
  2. Own The Barron's 30

    March 30, 2012
    On March 24, Barron's profiled 30 of the world's best CEOs. To invest in all of the Barron's 30, it's almost easier to buy ...
  3. Five Basic Materials Stocks With Solid Valuations

    March 20, 2012
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  4. Cavities In Toddlers On The Rise: Time To Invest In Dentistry?

    March 8, 2012
    The New York Times recently reported on the significant rise of surgical dental work in toddlers.
  5. TJ Maxx Selling Consistency

    March 5, 2012
    The only thing not to like about TJX is its valuation.
  6. 4 Techs to Watch for Buy Points

    March 1, 2012
    Technology stocks were showing strength in Tuesday’s session. Here are some sector names that aren’t always in the spotlight, ...
  7. Technology Infrastructure Stocks To Watch

    February 28, 2012
    Technology infrastructure in the United States continues to suffer from a lack of investment. With much spending and work ...
  8. Food Plays: Go To The Source

    February 28, 2012
    Aside from grocery stores, there are excellent investment considerations for investors to think about to take advantage of ...
  9. 3 Debt-Free Internet Stocks

    February 19, 2012
    Most companies have been retooling since the economic maelstrom in 2009, but it's nice to see online companies that have ...
  10. Invest Globally, Think Contrarily

    February 17, 2012
    Panic sales in emerging markets will often create bargains, like the four shared here by Benj Gallander, who explains the ...
  11. Cybersecurity Is The Way To Play Defense Spending

    February 9, 2012
    As the number of cyber attacks continues to grow, cybersecurity will see the bulk of future defense spending.
  12. Triumph Group Continues To Fly High

    February 8, 2012
    Triumph Group reported strong Q3 earnings, partly thanks to its Vought holdings, and with stock near an all-time high, the ...
  13. Five Basic Materials Stocks With Solid Valuations

    January 18, 2012
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  14. Gardner Denver Compressing The Competition

    January 3, 2012
    Gardner Denver's valuation appears to offer a reasonable entry point for a company that should be able to keep growing.
  15. Cumulus Media's Stock Is Headed Up

    December 30, 2011
    Cumulus's stock looks like a good buy now that their stations are on iHeart Radio as part of their latest efforts to compete ...
  16. 2011 In Review - The Worst-Performing Mutual Funds

    December 28, 2011
    2011 was a terrible year for these funds.
  17. The Investment Case For Cresud

    December 21, 2011
    Cresud is hard to value, but a great play on land values in Argentina.
  18. 3 Reasons To Own Illinois Tool Works

    December 8, 2011
    The large-cap manufacturer is having a good year. Here are some of the reasons to own its stock.
  19. Unmatched Consistency From TJ Maxx

    November 21, 2011
    TJX's stock still has plenty of appeal going forward.
  20. Breaking Down European ETFs

    November 10, 2011
    Looking at the European ETFs in 2011.
  21. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  22. Rayonier Loves Fibers And Trees

    October 20, 2011
    Rayonier will focus energy and make substantial investments in the Forest Resources and Performance Fibers business as it ...
  23. Wabco Brakes For Nobody

    October 7, 2011
    I wrote about Wabco back in January 2009. Since then, it went on a tear until July when it fell out of bed. I can see no ...
  24. Pier 1 Now A Productivity Story

    September 21, 2011
    Pier 1 continues to improve, but there's still room for improvement.
  25. The Top 5 Holdings Of Buffett’s New Protégé

    September 20, 2011
    Learn more about Ted Weschler's five largest investment holdings.
  26. The Overlooked Dental Health Sector

    August 25, 2011
    While health care remains a great long-term portfolio position, many investors ignore the dental sub-sector. However, benefiting ...
  27. Today Not A Typical Williams-Sonoma Market

    August 23, 2011
    Williams-Sonoma faces a stretched and stressed consumer and rampant value-priced competition.
  28. Time For Cyber Security Stocks

    June 21, 2011
    Learn which stocks are poised to grow from the increasing need for computer network security.
  29. Pier 1 Continues To Regain Its Mojo

    June 20, 2011
    Pier 1 continues an improbable comeback from the edge of disaster
  30. Don't Count Copper Out Just Yet

    May 16, 2011
    Copper prices have taken a dive over the last few weeks, but the worst is likely ending.
  31. Cummins Finds Another Gear

    April 28, 2011
    Cummins continues to reap the profits from a nearly insatiable demand for trucks in emerging markets.
  32. Earnings Preview for April 28

    April 27, 2011
    Here are four major earnings announcements for April 28.
  33. Under The Radar Picks For America's Poor Infrastructure

    April 25, 2011
    Infrastructure in the United States continues to suffer from a lack of investment. With much spending and work needed to ...
  34. Copper Is Still King

    April 6, 2011
    With improvements in global infrastructure increasing at a rapid pace, investors should consider adding some copper exposure ...
  35. Irish Stocks Present Possible Value Play

    March 9, 2011
    Despite its fiscal woes, Ireland' tech story could ultimately become its saving grace.
  36. Energy Efficient Stock Picks

    February 16, 2011
    A recent Jones LaSalle survey shows that corporate America is willing to pay more for energy-efficient office space.
  37. Ingersoll-Rand Getting The Squeeze

    February 11, 2011
    Ingersoll-Rand is not out of the woods yet from an operating effiency standpoint.
  38. Southwest Flying High

    January 24, 2011
    The airline industry's "here today, gone tomorrow" cycle has deterred many investors from truly comitting, but Southwest ...
  39. Five Basic Materials Stocks With Solid Valuations

    December 8, 2010
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  40. Betting On The Farm

    December 8, 2010
    Investing, like farming, is most successful when it is carefully managed and given time to grow.
  41. European Banks Lose Shirts In November 2010

    December 7, 2010
    European banks were at the center of the biggest losers on the NYSE during November 2010, as the market worries about soaring ...
  42. Retirement Income Stocks

    December 1, 2010
    For Baby Boomers transitioning into retirement, it's important to find sources of income to replace lost paychecks. Find ...
  43. Dresser Rand Analyst Day Review

    November 17, 2010
    Dresser Rand is set to ride the wave of oil and gas spending over the next decade as the emerging economies accelerate demand. ...
  44. Greek Investments Hits The Beach

    November 12, 2010
    Greek Investments is back at it, accumulating a 13.6% position in Newport Beach retailer, Pacific Sun.
  45. 5 Stocks That Are Haunting Investors

    October 27, 2010
    These stocks have given quite a scare to their investors, but the true horror lies in whether they can recover or not.
  46. Pier 1 Getting Customers Back

    September 21, 2010
    Pier 1 is doing a better job managing its inventory and selling products that customers want.
  47. 4 Companies That Should Have Sold Out

    September 9, 2010
    When company management gets unreasonably stubborn and refuses a merger or buyout, shareholders often pay the price.
  48. 4 Sports-Related Value Stocks

    August 27, 2010
    Sports can't stay down forever, so investors should check out this selection of sports stocks.
  49. 3 Country-Specific ETFs To Avoid

    August 24, 2010
    ETFs allow investors access to global markets, but that doesn't mean these ETFs are worth investing in.
  50. Bets For A Strong Germany

    August 18, 2010
    As one of the top exporters of capital and industrial goods, Germany should be on investors' radars. Here's how to play it. ...
  51. Can These Dental Stocks Make You Smile?

    July 20, 2010
    The current market environment has not been favorable to plenty of sectors, and dental stocks have provided no shelter from ...
  52. Fairholme's Big Financial Bet

    July 14, 2010
    Fairholme has over 20% of its assets, over $3 billion, invested in the country's biggest financial names.
  53. Lesser-Known Airline Stocks Poised For Takeoff

    July 8, 2010
    Airlines don't have to be a coin toss for investors, but making a good pick has more to do with geography than the economy. ...
  54. The Future of Stem Cells

    June 15, 2010
    Stem cells get a lot of attention, but maybe not in the one area where they could prove most effective.
  55. Satellite Phones Head Into Orbit

    June 10, 2010
    Satellite phones are far from gone, as a $3 billion contract awarded last week indicates.
  56. Ode To Joy Global

    June 7, 2010
    Joy Global is a major equipment supplier leveraged to the commodity markets, but can investors tolerate the volatility?
  57. Ethan Allen Vs. La-Z-Boy: Which Is The Better Buy

    June 4, 2010
    As the economy slowly recovers, so too do Ethan Allen and La-Z-Boy.
  58. 5 Reasons To Invest In iRobot

    May 21, 2010
    Those who hate vacuuming will love iRobot. The maker of the Roomba keeps beating analyst estimates.
  59. 3 Investments For The Price Of One

    May 14, 2010
    An investment in this ADR is three for the price of one.
  60. Momentum Rules

    May 4, 2010
    Momentum off the bottom back in March 2009 has moved and will continue to move the market higher.
  61. Mergers A Sign Of Change In Energy Sector

    April 16, 2010
    Power companies are hedging against the risks of a carbon tax through mergers and acquisitions.
  62. Small Med-Tech Names You Should Know

    April 15, 2010
    These three med-tech names aren't well-known by most investors, but they should be.
  63. Bed Bath & Beyond Back To Growth Mode

    April 9, 2010
    Bed Bath & Beyond's stock price performance should follow its improving fundamentals.
  64. Investing In The Non-Real Estate Housing Recovery

    April 8, 2010
    The consumer is feeling better, but real estate is not; what are homeowners doing with the money the're not spending on new ...
  65. Playing The Greek Portfolio

    March 22, 2010
    The Konstantinu family is making a splash by buying up distressed American stocks. See how you can benefit.
  66. Will La-Z-Boy Stock Continue Its Run?

    March 17, 2010
    La-Z-Boy stock has been on a breathtaking run in the last year. What happened to cause this, and will it continue?
  67. Nasdaq Stocks With Big Recent Volume

    February 22, 2010
    Here are four companies whose recent activity bespeaks a great deal of bullishness.
  68. IPO Market Slows Down With Market Correction

    February 10, 2010
    The initial public offering market has recently hit a few bumps, as investors become nervous about the overall stock market. ...
  69. McDermott International Splits In Two

    December 23, 2009
    McDermott International is separating Babcock & Wilcox Company and J. Ray McDermott into two separate, publicly traded ...
  70. A "Cash For Caulkers" Portfolio

    December 21, 2009
    Stocks that might profit from a "Cash For Caulkers" stimulus plan.
  71. Five Small-Caps The Pros Own

    October 21, 2009
    It's good to know these stocks because they're part of the market's newest leading style/cap group.
  72. Top 5 Companies In Danger Of Bankruptcy

    September 23, 2009
    Audit Intergity came out with its list of top ten bankruptcy candidates over the next year.
  73. Advent International Loves Retail

    July 15, 2009
    While you can't invest in Advent directly, you can invest in some of its current and previous investments.
  74. Papa John's Starting To Sizzle

    July 2, 2009
    In this piece I touch on PZZA and DPZ in more detail.
  75. TJ Maxx Less Of A Steal, But Still A Buy

    May 29, 2009
    Despite a strong stock run, TJX remains a compelling investment opportunity.
  76. Debt Exchanges Are The Latest Push

    April 3, 2009
    Many companies are trying to cut debt levels by exchanging existing debt for a combination of new debt, cash and stock.
  77. Book Value Bargains Or Just Plain Busted?

    March 18, 2009
    Companies trading under book value may be worth a look - assuming they aren't down for good reason.
  78. Wabco Brakes For Recession

    January 29, 2009
    Able to withstand almost a 150 years of economic expansion and contraction, will Wabco roll to a stop this time?
  79. You'll Never Take This Trader Alive, Copper!

    January 2, 2009
    Learn why you should wait for the commodity market dust to settle before buying copper stocks.
  80. Landlord Stocks: 3 Monthly Paying REITs

    October 6, 2008
    Collect monthly rent checks without becoming a landlord. We examine three monthly paying real estate investment trusts for ...
  81. Analysts Slow To Abandon Cost Plus Ship

    September 2, 2008
    Analysts seem nonplussed about the continued decline from Cost Plus. Learn what this means to the company's future prospects. ...
  82. Capital Southwest Is Worth More With Less

    July 23, 2008
    Investment company Capital Southwest is being attacked by a large independent shareholder over the way it values its publicly ...
  83. Invest In Your ABCs

    May 30, 2008
    Can investing in a portolio of 10 stocks whose symbols use only one letter actually outperform the S&P 500? You bet, ...
  84. Five Big Bulls To Know For Friday

    April 25, 2008
    Weekly commentary on some of the biggest bulls in the market. This week features Volterra Semiconductor and Transocean Inc. ...
  85. Mirant Explores Its Options (MIR,TXU,DYN)

    April 13, 2007
    With J.P. Morgan on board to help "explore strategic alternatives", could it mean a sale of the company?
  86. Winners and Losers - Feb. 19th to Feb. 23rd (SIRI, XMSR, NFI)

    February 23, 2007
    A look at some of the market's big winners and losers for the week of February 19th.
  87. Winners and Losers - January 29th - February 2nd (SIRF,NTRI)

    February 2, 2007
    A look at some of the market's big winners and losers for the week of January 29th.
  88. SIRIUS Revenue Growth Continues (SIRI, XMSR)

    January 17, 2007
    With merger talks still buzzing around XMSR and SIRI, shares of the two satellite radio companies could be in for a good ...
  89. A+ or F? What Makes for a Good Value Stock Pick...

    January 17, 2006
    Trading near 20-year lows, is Ford a good value stock pick?
  90. A Look at Economic Moats - Part 2

    November 23, 2005
    In this piece we'll explore different types of economic moats.
  91. A Look at Economic Moats - Part 1

    November 15, 2005
    Part one of a two part piece on the Buffett- coined concept of "economic moat".
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