S: Analysis & Opinions

  1. 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 ...
  2. Boeing 787 Gets Vote Of Confidence

    April 04, 2013
    International Airlines Group has booked 18 of Boeing's 787 Dreamliner. Will the order be enough of a boost to keep ...
  3. Hope Seems To Outshine Reality At Acuity Brands

    April 03, 2013
    Acuity's near a 52-week high, but expectations seem high relative to margin and ROIC prospects.
  4. A Big Bet On Cyber Security

    April 03, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
  5. ConAgra Now Getting Almost Full Benefit Of The Doubt

    April 03, 2013
    ConAgra's making slow progress, but it's progress all the same.
  6. Goldman Sachs Cuts Hewlett-Packard to $16: Time To Jump ...

    April 03, 2013
    Goldman Sachs issued a target price of $16 on Hewlett-Packard's stock April 2. At the same time it cut its rating on ...
  7. Monsanto Looks A Bit Vulnerable At Current Levels

    April 03, 2013
    Monsanto beat expectations, but they could have done better.
  8. The Market May Be Overestimating Adecoagro's Risks

    April 02, 2013
    Volatile farming results and worries about Argentina have pushed Adecoagro shares well below the value of the ...
  9. A Slimmed Down Vestas Hopes For More Than Just Survival

    April 02, 2013
    Vestas is clearly struggling, but may just manage to do more than survive.
  10. Natural Gas: A Big Win For Israel And Its Producers

    April 02, 2013
    While it’s a tech powerhouse, the natural gas game is quickly changing Israel’s economy for the good. The recent ...
  11. Pinnacle Foods Gains 11% In IPO Debut--Now What?

    April 02, 2013
    Blackstone Group brought Pinnacle Foods (NYSE:PF) to market March 28. The maker of Vlasic pickles and other well ...
  12. McCormick Continues To Defy Gravity

    April 02, 2013
    McCormick's consumer volume growth looks great, but the valuation seems to preclude real gains from here.
  13. 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 ...
  14. 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.
  15. Walmart's Cupboard Lies Bare

    March 28, 2013
    Bloomberg ran an article March 26 suggesting Walmart is losing market share due to disorganized stores. ...
  16. Sonic Still In A Tricky Spot

    March 27, 2013
    Sonic still can't seem to get back in a sales growth groove.
  17. The Lodging Sector Finally Rebounds

    March 27, 2013
    After being commercial real estate’s whipping boy since the Great Recession, the lodging sector is finally beginning ...
  18. Buffett And Goldman Sachs Do Sweetheart Deal

    March 27, 2013
    Goldman Sachs announced March 26 that it will issue to Berkshire Hathaway in October the number of shares equal to ...
  19. Schulze Plus Joly Equals Success?

    March 26, 2013
    Best Buy founder Richard Schulze announced March 25 that he was dropping his bid for the company and rejoining the ...
  20. Higher Petrobras CAPEX Spending Is Great News For FMC ...

    March 25, 2013
    At current prices, oil service stock FMC Technologies isn’t necessarily cheap. But as the number one supplier for ...
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