M: Analysis & Opinions

  1. 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 ...
  2. Investors Can't Seem To Get Enough Of Hershey

    April 25, 2013
    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  3. Are Market Factors Pushing Qualcomm Into The Penalty Box?

    April 25, 2013
    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  4. Given Procter & Gamble's Performance, Should The Weak ...

    April 25, 2013
    P&G looks like an increasingly expensive margin improvement play in consumer staples.
  5. Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    April 24, 2013
    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  6. The Defenestration Of Apple Continues

    April 24, 2013
    Apple's value as a stock has plunged, but the company seems to be in better shape.
  7. DuPont's Cyclicality Seems Overpriced

    April 23, 2013
    Investors should be wary of paying a big premium for DuPont's cyclicality.
  8. Valmont's First Quarter: Profit From Its Growth

    April 23, 2013
    Valmont Industries first quarter was very strong. It expects more of the same in the second quarter and quite ...
  9. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  10. Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
  11. Strong Execution Justifies Honeywell's Price

    April 22, 2013
    Honeywell is one of the stronger industrial names today, and still trading at a decent price.
  12. Kimberly-Clark Looks Way Too Expensive For What It Is

    April 22, 2013
    Kimberly-Clark's growth prospects make today's valuation hard to justify.
  13. Schlumberger Looks Good At Today's Prices

    April 22, 2013
    Schlumberger remains the best of breed in the oil services sector, and the price is getting attractive.
  14. Is Pepsi's Turnaround For Real?

    April 19, 2013
    Pepsico (NYSE:PEP) announced first quarter earnings April 18. Better than expected, its stock jumped almost 3% on ...
  15. Is Controversy About Robot-Assisted Surgery Showing In ...

    April 19, 2013
    Uncertainty about procedure growth may be opening a window in these often-expensive shares
  16. Does A Tough Patch Really Matter To McDonald's Shareholders?

    April 19, 2013
    Investors are paying a premium for the security McDonald's offers
  17. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  18. Weak PC Growth And Slow Mobile Penetration Weighing On ...

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  19. Thermo Steps Up And Seals A Deal For Life Technologies

    April 19, 2013
    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my ...
  20. Fairway Group Gets The Green

    April 18, 2013
    Grocery store chain Fairway Group (Nasdaq:FWM) sold 16.7 million shares at $13 in its IPO debut April 16. In its ...
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