IR: Analysis & Opinions

  1. This Week's Activist Filings

    February 15, 2012
    Keeping tabs on equity stakes is one of the simplest, most effective ways of finding investment opportunities.
  2. Three Reasons To Own Paccar

    February 09, 2012
    Paccar's starting to make some noise and its stock should follow suit.
  3. Cybersecurity Is The Way To Play Defense Spending

    February 09, 2012
    As the number of cyber attacks continues to grow, cybersecurity will see the bulk of future defense spending.
  4. Triumph Group Continues To Fly High

    February 08, 2012
    Triumph Group reported strong Q3 earnings, partly thanks to its Vought holdings, and with stock near an all-time ...
  5. Food Plays: Go To The Source

    January 31, 2012
    Aside from grocery stores, there are excellent investment considerations for investors to think about to take ...
  6. Stanley Black & Decker May Be Surprisingly Cheap

    January 27, 2012
    Stanley Works is doing relatively well in a miserable end-user environment.
  7. Johnson Controls Has A Lot To Live Up To

    January 24, 2012
    Johnson Controls is long on both hope and disappointment.
  8. 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 ...
  9. Technology Infrastructure Stocks To Watch

    January 10, 2012
    Technology infrastructure in the United States continues to suffer from a lack of investment. With much spending and ...
  10. Technology Infrastructure Stocks To Watch

    January 09, 2012
    Technology infrastructure in the United States continues to suffer from a lack of investment. With much spending and ...
  11. ON Semiconductor Looking At Another Off Year

    January 04, 2012
    ON Semiconductor has a longer road back than most chip companies.
  12. Gardner Denver Compressing The Competition

    January 03, 2012
    Gardner Denver's valuation appears to offer a reasonable entry point for a company that should be able to keep growing.
  13. 4 Attractive Tech Stocks Heading Into 2012

    January 03, 2012
    Four tech stocks poised to continue rallying into 2012.
  14. 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 ...
  15. Is Ingersoll-Rand's Bar Finally Low Enough?

    December 30, 2011
    Ingersoll-Rand's stock is cheap, but not necessarily a bargain.
  16. 4 Stocks Sitting Pretty for 2012

    December 28, 2011
    If I had some money I was looking to put into play for the coming year, the following stocks are at the top of the ...
  17. 2011 In Review - The Worst-Performing Mutual Funds

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

    December 21, 2011
    Cresud is hard to value, but a great play on land values in Argentina.
  19. 4 Buys as We Repatriate Assets

    December 20, 2011
    The global picture remains fuzzy, so it's time to reel in the growth stocks and start to consolidate strong ...
  20. Greenhill's Priced To Move

    December 12, 2011
    Greenhill & Co.'s stock is down 50% YTD. It's cheaper than it's been in a long time. Now is the time to buy.
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