K: Analysis & Opinions

  1. ArcelorMittal Looks Like A Good House In A Really Tough ...

    May 10, 2013
    ArcelorMittal looks too cheap, but it could be a long wait to see it really outperform
  2. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    May 09, 2013
    Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
  3. Another Negative Fish Oil Study Adds To Amarin's ...

    May 09, 2013
    More questions about the real efficacy of fish oil is bad news for Amarin.
  4. Nautilus Gets Its Groove Back

    May 09, 2013
    Now a micro cap, I'll look at why Nautilus' 200% increase over the past 52 weeks is just the beginning.
  5. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  6. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    May 08, 2013
    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  7. Amgen Chased By The Bubble

    May 08, 2013
    Amgen really needs the pipeline to come through to support this valuation.
  8. Broadcom Has To Play Offense And Defense

    May 07, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  9. For Casino Stocks- Macau Is Still Where It’s At

    May 07, 2013
    China’s growing consumer class isn’t just spending their hard earned money of fast food, TVs and designer handbags. ...
  10. Mobile Mini Earnings Double: Is It Time To Buy?

    May 07, 2013
    Mobile Mini reported first quarter earnings May 6 that were impressive to say the least. With its stock sitting near ...
  11. Check Point Software Could Be A Second-Half Rebounder

    May 06, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  12. Finding Bond-Like Income With Utilities

    May 01, 2013
    The traditional utility sector has become a happy hunting ground for income seekers.
  13. Are These 3 Retailers Ready To Go Private?

    April 30, 2013
    Bloomberg ran an article April 29 speculating that Rue 21, Abercrombie & Fitch and Aeropostale are all possible ...
  14. Starbucks: A Premium Worth Paying

    April 29, 2013
    Starbucks delivered record second-quarter results April 25. With every part of its business doing well (Europe ...
  15. It Gets A Little Harder From Here For Covidien

    April 29, 2013
    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  16. Starbucks' Special Model Is Valuable, But Maybe Not This ...

    April 26, 2013
    Starbucks continues to deliver good execution, but the valuation demands greatness.
  17. Lumber Liquidators-A Stock Without A Ceiling?

    April 26, 2013
    Flooring retailer Lumber Liquidators (NYSE:LL) reported strong earnings April 24. By every financial metric it was a ...
  18. Sub-Saharan Africa Beckons

    April 26, 2013
    Looking past the BRICs and broad index funds, Africa represents a huge ignored growth story.
  19. Want Income? MLP ETFs Still Offer Value

    April 25, 2013
    High income and growth potential minus the tax headaches associated with MLPs makes ETFs the top choice to play the ...
  20. Coach Winning In China

    April 25, 2013
    Coach's third quarter results were solid if not spectacular. Its Chinese business, however, continues to provide ...
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