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May 21, 2013
Tumblr is a high-potential asset, but Yahoo! absolutely must execute.
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May 17, 2013
The spectre of share loss to Cisco has become real.
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May 09, 2013
Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
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May 09, 2013
After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
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May 03, 2013
Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively ...
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April 19, 2013
Microsoft is still not delivering what tech investors really want, but the value looks real.
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April 17, 2013
With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
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April 11, 2013
Long underestimated, MSC is still priced attractively.
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April 10, 2013
Fastenal's growth is definitely slowing, but the multiples haven't really shrunk yet.
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April 10, 2013
Ongoing revenue growth struggles and eroding market share is making the deep-value case harder at AngioDynamics.
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April 04, 2013
Even with a sequential improvement in volumes and margins, Schnitzer faces significant long-term challenges to its ...
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March 28, 2013
Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen ...
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March 28, 2013
While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
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March 22, 2013
Another disappointing quarter makes it harder to believe in TIBCO's potential.
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March 21, 2013
Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
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February 15, 2013
As per media reports Blackberry Limited (BBRY) is on the verge of signing an agreement with the telecom carriers in ...
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February 14, 2013
We have retained our recommendation on Amerisafe Inc. (AMSF) at Neutral based on the current sustainability factors, ...
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February 14, 2013
David Einhorn is not alone; Brian Gerick from Pensylvania has also filed a lawsuit against Apple Inc. (AAPL) seeking ...
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February 14, 2013
Sonoco Products Co.'s (SON) fourth-quarter 2012 adjusted earnings of 56 cents per share compared with 46 cents in ...
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February 13, 2013
On Tuesday, Cullen/Frost Bankers, Inc. (CFR) announced the pricing of a public offering of non-cumulative perpetual ...