M: Analysis & Opinions

  1. After A Big Rally, Pfizer Might Need Some Rest

    May 21, 2013
    A big rally has brought Pfizer back to fair value.
  2. Yahoo! Adds Tumblr, But Is This Another Underpants Gnome ...

    May 21, 2013
    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  3. Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales

    May 17, 2013
    Sluggish sales growth at Wal-Mart isn't a big surprise, but it could keep a lid on the stock.
  4. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  5. Should Investors Hang Around For More From Applied ...

    May 17, 2013
    Applied Materials is showing progress, but has the 50% recovery already anticipated these improvements?
  6. How Much Further Can Value Carry Autodesk?

    May 17, 2013
    Autodesk comes up short again as the macro environment stays soft.
  7. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  8. Flowers Foods Beats On Revenue and Earnings--Should You Buy?

    May 16, 2013
    Delivering earnings that were three cents better than analyst expectations along with revenue that was $40 million ...
  9. Kohl's Could Work For A Trade, But It's In A Brutal Business

    May 16, 2013
    Kohl's did okay by the analysts, but core operating trends here certainly aren't strong.
  10. Five ETFs To Cash In On Japan’s Rise

    May 15, 2013
    With the election of Shinzo Abe and birth of “Abenomics”, things are looking up for Japan's exporting dependent ...
  11. Tesla's Worth More Than Fiat--Time To Sell?

    May 15, 2013
    While Tesla is an amazing story its valuation has gotten frothy to say the least. Is now the time for shareholders ...
  12. Investors Already Thinking Recovery For Cummins

    May 15, 2013
    Cummins is still bottoming, but the Street is already thinking recovery
  13. BP Looks Cheap, But A Lot Of Improvements Have To Come ...

    May 15, 2013
    Even with its problems and challenges, BP seems too cheap today
  14. Chipotle Executing Well, But Valuation Leaves No Margin ...

    May 14, 2013
    Weak traffic isn't worrying investors who still prize Chipotle's mid-teens operating growth.
  15. Alliant Techsystems Looks To Guns For Growth

    May 14, 2013
    Norwest Equity Partners agreed May 13 to sell gun maker Savage Arms to Alliant Techsystems (NYSE:ATK) for $315 ...
  16. Danaher Proves Even The Nimble Can Stumble

    May 14, 2013
    Danaher won't stay stuck for long.
  17. The U.S. Auto Industry Is Back

    May 14, 2013
    For investors, betting on the U.S. auto sector could lead to plenty of profits.
  18. 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.
  19. ABB Performing Well, But A Big Change Is Coming

    May 13, 2013
    ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
  20. Advanced Energy Industries Hanging On For The Turn

    May 13, 2013
    AEIS is cyclically down, but far from out.
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