M: Analysis & Opinions

  1. 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 ...
  2. Broad Weakness Makes It Harder To Like St. Jude Today

    April 18, 2013
    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating ...
  3. Three Ways To Short Gold

    April 18, 2013
    Investor enthusiasm for gold has been falling by the wayside. For portfolios, that could mean it's time to short the ...
  4. Investors Seem To Be Overrating Bank Of America

    April 17, 2013
    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  5. The “Healthy” Play In Contract Research Organizations

    April 17, 2013
    The pharmaceutical industry is under pressure to do more with less. That means it will be farming out many of is ...
  6. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  7. Joh. A Benckiser Looks To Corner The Coffee Market

    April 17, 2013
    Joh. A Benckiser is paying a huge price for the European coffee maker. What does this mean for the rest of the ...
  8. Pharma Is Doing All The Pulling For Johnson & Johnson

    April 17, 2013
    Although JNJ reported decent earnings and has some major new drugs lined up - downside risk is definitely still present.
  9. Sinclair Broadcast Buying Binge Continues

    April 16, 2013
    Sinclair Broadcast Group strenghtened its bench in the Pacific Northwest April 11 with the announcement of its $373 ...
  10. Comerica Looks Like A Slow-Coiling Spring

    April 16, 2013
    With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of ...
  11. U.S. Bancorp Is Strong But Needs Growth

    April 16, 2013
    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today ...
  12. On Track With Volumes And Margins, Coca-Cola Refreshes

    April 16, 2013
    Coca-Cola offers something almost like a hybrid of stock and bond, but investors need to be OK with its valuation.
  13. Russian Stocks Are Cheap- But They Won’t Stay That Way

    April 16, 2013
    Russia has been a disappointment over the last few years, but the nation’s equities could be one of the best ...
  14. 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 ...
  15. Citigroup Looking More Like A Normal Big Bank These Days

    April 15, 2013
    With its first full quarter with new CEO Michael Corbat in charge now in the books, Citigroup (NYSE:C) continues to ...
  16. A Powerful Triple Play In Irrigation

    April 15, 2013
    Water use for agriculture continues to rise at extreme levels, but which companies are the top plays for this trend?
  17. Core Growth At Wells Fargo Is Weak, But The Multiple ...

    April 12, 2013
    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity in the shares.
  18. Zumiez Does Better Than Expected

    April 12, 2013
    Zumiez's stock jumped more than 13% April 10 on news its March same-store sales increased 2.1%. Analysts were ...
  19. Credit Comes To The Rescue, As JPMorgan Sees Soft Core ...

    April 12, 2013
    Improving credit quality at JPMorgan is offsetting sluggish core banking conditions .
  20. Thirst For Data Drives This Stock

    April 11, 2013
    The rising need for more and faster data processing technology is propelling a potential resurgence in a ...
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