NSR: Analysis & Opinions

  1. Better Margins Are Nice, But Are Green Mountain ...

    May 09, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  2. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    May 08, 2013
    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  3. Starbucks' Special Model Is Valuable, But Maybe Not This ...

    April 26, 2013
    Starbucks continues to deliver good execution, but the valuation demands greatness.
  4. 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.
  5. Nestle A Little Light On Results, Heavy On Valuation

    February 15, 2013
    Nestle is a premium performer and priced like it.
  6. Weight Watchers Still Can't Get It Right

    February 15, 2013
    Weight Watchers offers more excuses and poor performance.
  7. JDS Uniphase Upgraded to Outperform - Analyst Blog

    February 13, 2013
    We upgraded our recommendation on JDS Uniphase Corp. (JDSU) to Outperform based on the company's second quarter of ...
  8. Kellogg Back In Its Groove

    February 08, 2013
    Kellogg's brand-building will pressure margins, but strong sales growth is encouraging.
  9. Investors Still Highly Prize Hershey's Consistent Growth

    February 05, 2013
    Hershey's growth is looking strong, but the valuation is no bargain.
  10. Mead Johnson Nutrition's Valuation Looks Bloated

    February 05, 2013
    Mead Johnson seems overvalued for its above-average growth prospects.
  11. Expedia Among Services' Biggest Movers on December 27, 2012

    December 27, 2012
    The morning has been bad for the market. The Nasdaq has slipped 0.7%; the S&P 500 is trading down 0.8%; and the Dow ...
  12. Research In Motion Limited and Other Technology Stocks ...

    December 13, 2012
    The market is having a bad day so far. The Nasdaq is down 0.4%; the S&P 500 has decreased 0.3%; and the Dow has ...
  13. JDS Uniphase Remains Neutral - Analyst Blog

    November 28, 2012
    We reiterate our long-term Neutral recommendation on JDS Uniphase Corp. (JDSU). The company posted mixed financial ...
  14. BASF's Deal For Pronova Shows The Importance Of Good ...

    November 23, 2012
    BASF ties up another high-grade fish oil company in Pronovna, adding to the recent rise in popularity for the fish ...
  15. A Mixed Bag for JDS Uniphase - Analyst Blog

    October 31, 2012
    Yesterday, after the closing bell, JDS Uniphase Corp. (JDSU) declared mixed financial results for the first quarter ...
  16. Coca-Cola Not So Bubbly, But Does It Matter?

    October 25, 2012
    Coca-Cola's valuation still overestimates its likely growth potential.
  17. JDSU Gets Rid of Hologram Business - Analyst Blog

    October 16, 2012
    JDS Uniphase Corp. (JDSU), the leading provider of communications test and measurement solutions, declared that it ...
  18. Has The Market Already Noticed ConAgra's Improvements?

    September 21, 2012
    ConAgra is a decent hold and if it can find a way to lift its free cash flow margin into the high single-digits, ...
  19. Still Neutral on JDS Uniphase - Analyst Blog

    September 06, 2012
    JDS Uniphase Corp. (JDSU) reported strong financial results for the fourth quarter of fiscal 2012, beating the Zacks ...
  20. JDS Uniphase Snaps Up GenComm - Analyst Blog

    August 21, 2012
    Recently, JDS Uniphase Corp. (JDSU) completed the acquisition of South Korea-based GenComm for an undisclosed ...
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