R: Analysis & Opinions

  1. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  2. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  3. Flowers Foods Beats On Revenue and Earnings--Should You Buy?

    May 16, 2013
    Delivering earnings that were three cents better than analyst expectations along with revenue that was $40 million ...
  4. Cisco Comes Through, But Times Are Still Tough

    May 16, 2013
    Cisco comes through with a quarter that should calm tech investors.
  5. Agilent Isn't Making It Easy On Investors

    May 15, 2013
    Core operating performance at Agilent needs to improve
  6. Chipotle Executing Well, But Valuation Leaves No Margin ...

    May 14, 2013
    Weak traffic isn't worrying investors who still prize Chipotle's mid-teens operating growth.
  7. Alliant Techsystems Looks To Guns For Growth

    May 14, 2013
    Norwest Equity Partners agreed May 13 to sell gun maker Savage Arms to Alliant Techsystems (NYSE:ATK) for $315 ...
  8. Danaher Proves Even The Nimble Can Stumble

    May 14, 2013
    Danaher won't stay stuck for long.
  9. Roper A Little Short On Growth, But A Proven Builder Of ...

    May 14, 2013
    Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
  10. The U.S. Auto Industry Is Back

    May 14, 2013
    For investors, betting on the U.S. auto sector could lead to plenty of profits.
  11. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  12. ABB Performing Well, But A Big Change Is Coming

    May 13, 2013
    ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
  13. Advanced Energy Industries Hanging On For The Turn

    May 13, 2013
    AEIS is cyclically down, but far from out.
  14. Claire's: Should You Accessorize With Its IPO?

    May 13, 2013
    Apollo Global Management is taking accessories retailer Claire's public. Should you get in on this IPO? I'll take a ...
  15. It Should Be Up From Here For Eaton

    May 13, 2013
    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  16. Trip Advisor Continues Its Buying Binge

    May 10, 2013
    Trip Advisor's buying binge continued May 7 announcing it was buying Niumba.com, a Spanish vacation rental site.
  17. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  18. Adasuve Deal Is Very Good For Alexza, But What About Teva?

    May 09, 2013
    Teva's partnership with Alexza looks like an expensive gamble.
  19. Overheated Expectations Send Rackspace Investors To The ...

    May 09, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  20. Groupon Shows Some Vigor, But Much Work Waits To Be Done

    May 09, 2013
    Groupon still has a lot of work to do to reassure the Street that this business model is viable
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