MS: Analysis & Opinions

  1. Yahoo! Adds Tumblr, But Is This Another Underpants Gnome ...

    May 21, 2013
    Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
  2. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  3. 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?
  4. 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?
  5. In A Growth-Starved Sector, Becton Dickinson Rules

    May 03, 2013
    Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively ...
  6. 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.
  7. 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.
  8. Weak Metalworking Rusting MSC Industrial's Growth Outlook

    April 11, 2013
    Long underestimated, MSC is still priced attractively.
  9. Slowing Sales At Fastenal Not Denting Investor ...

    April 10, 2013
    Fastenal's growth is definitely slowing, but the multiples haven't really shrunk yet.
  10. AngioDynamics Still Struggling To Get Back On Track

    April 10, 2013
    Ongoing revenue growth struggles and eroding market share is making the deep-value case harder at AngioDynamics.
  11. Schnitzer's Results Are Better, But The Challenges Are ...

    April 04, 2013
    Even with a sequential improvement in volumes and margins, Schnitzer faces significant long-term challenges to its ...
  12. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen ...
  13. Red Hat's Valuation Looks More Reasonable, But ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  14. Another Stumble At TIBCO Should Lead To Uncomfortable ...

    March 22, 2013
    Another disappointing quarter makes it harder to believe in TIBCO's potential.
  15. Oracle's Negative Surprise Underlines A Surprising ...

    March 21, 2013
    Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
  16. BlackBerry Nears VoIP Deal in UAE - Analyst Blog

    February 15, 2013
    As per media reports Blackberry Limited (BBRY) is on the verge of signing an agreement with the telecom carriers in ...
  17. Neutral on Amerisafe - Analyst Blog

    February 14, 2013
    We have retained our recommendation on Amerisafe Inc. (AMSF) at Neutral based on the current sustainability factors, ...
  18. Is Apple Ditching Shareholders? - Analyst Blog

    February 14, 2013
    David Einhorn is not alone; Brian Gerick from Pensylvania has also filed a lawsuit against Apple Inc. (AAPL) seeking ...
  19. Sonoco Posts Mixed 4Q - Analyst Blog

    February 14, 2013
    Sonoco Products Co.'s (SON) fourth-quarter 2012 adjusted earnings of 56 cents per share compared with 46 cents in ...
  20. Cullen/Frost Prices Preferred Stock - Analyst Blog

    February 13, 2013
    On Tuesday, Cullen/Frost Bankers, Inc. (CFR) announced the pricing of a public offering of non-cumulative perpetual ...
Marketplace
Trading Center