IT: Analysis & Opinions

  1. 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 ...
  2. Roper A Little Short On Growth, But A Proven Builder Of ...

    May 14, 2013
    Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
  3. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  4. It Should Be Up From Here For Eaton

    May 13, 2013
    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  5. Middleby Keeps Sticking To A Successful Recipe

    May 10, 2013
    Middleby continues to gain share and expand its market opportunities in an under-innovative industry.
  6. Johnson Controls Has A Lot Of Improving Left To Do

    May 07, 2013
    Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
  7. Simpler Looks Better For First Horizon

    May 06, 2013
    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the ...
  8. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  9. Good Margins Outweigh Weak Growth For ITW Investors

    April 23, 2013
    ITW looks weak on growth, but investors don't seem to mind right now
  10. 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.
  11. Dover May Be Bottoming, But The Street's Already ...

    April 18, 2013
    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that ...
  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. Titan Machinery's Margin Problem

    April 12, 2013
    Revenue growth is still great, but Titan's margin issues threaten the long-term model
  14. Will Japan Be A Ray Of Sunshine For The Solar Industry?

    April 09, 2013
    There may be a ray of sunshine for the beleaguered sector. Japan’s search for alternatives to nuclear energy has ...
  15. With Fracking It’s All About Water Management

    April 05, 2013
    It takes an awfully large amount of water to frack an oil and gas well these days. Given the growth projections for ...
  16. A Big Bet On Cyber Security

    April 03, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
  17. Home Sales Hit Fastest Pace In Three Years

    March 22, 2013
    The pace of home sales hit a three-year high in February, a sign the economy is definitely on the mend. Homebuilder ...
  18. Sallie Mae Sells Interest - Analyst Blog

    February 14, 2013
    SLM Corporation (SLM), also known as Sallie Mae, declared that it has sold its remaining interest in its SLM Student ...
  19. Euronet Worldwide Beats, Lags Y/Y - Analyst Blog

    February 14, 2013
    Euronet Worldwide Inc. (EEFT) reported fourth-quarter adjusted earnings of 44 cents per share, beating the Zacks ...
  20. Itron's Rev Beats, EPS Lags - Analyst Blog

    February 14, 2013
    Itron, Inc.'s (ITRI) fourth-quarter 2012 adjusted earnings stood at 58 cents per share compared with $1.19 in the ...
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