SB: Analysis & Opinions

  1. It's Still Miller Time In The Emerging Markets

    May 23, 2013
    SABMiller is expensive, but the company's long-term growth potential in emerging markets is enormous.
  2. Better Margins Are Nice, But Are Green Mountain ...

    May 09, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  3. Zions Bancorp Will Likely Find It Harder From Here

    May 06, 2013
    Zions has had a good run, but it may be slower going as lending competition intensifies.
  4. Simpler Looks Better For First Horizon

    May 06, 2013
    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the ...
  5. Starbucks: A Premium Worth Paying

    April 29, 2013
    Starbucks delivered record second-quarter results April 25. With every part of its business doing well (Europe ...
  6. Starbucks' Special Model Is Valuable, But Maybe Not This ...

    April 26, 2013
    Starbucks continues to deliver good execution, but the valuation demands greatness.
  7. Mediocre Performance Clouding BB&T's Long-Term Value

    April 18, 2013
    I remain quite positive on BB&T shares, though I am more bullish than most sell-side analysts.
  8. Investors Seem To Be Overrating Bank Of America

    April 17, 2013
    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  9. Sinclair Broadcast Buying Binge Continues

    April 16, 2013
    Sinclair Broadcast Group strenghtened its bench in the Pacific Northwest April 11 with the announcement of its $373 ...
  10. Comerica Looks Like A Slow-Coiling Spring

    April 16, 2013
    With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of ...
  11. U.S. Bancorp Is Strong But Needs Growth

    April 16, 2013
    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today ...
  12. Citigroup Looking More Like A Normal Big Bank These Days

    April 15, 2013
    With its first full quarter with new CEO Michael Corbat in charge now in the books, Citigroup (NYSE:C) continues to ...
  13. Core Growth At Wells Fargo Is Weak, But The Multiple ...

    April 12, 2013
    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity in the shares.
  14. Credit Comes To The Rescue, As JPMorgan Sees Soft Core ...

    April 12, 2013
    Improving credit quality at JPMorgan is offsetting sluggish core banking conditions .
  15. Commerce Bancshares Growing Its Balance Sheet, But ...

    April 11, 2013
    Commerce Bancshares remains a high-quality bank, but the valuation is already pretty fair.
  16. Pricey Constellation Brands Has A Lot To Live Up To

    April 11, 2013
    Constellation is seeing solid volume growth, but investors are already very bullish on the sector.
  17. Is Lululemon's Chief Product Officer to Blame For Sheer ...

    April 05, 2013
    Lululemon announced April 3 that Chief Product Officer Sheree Waterson was leaving the company as of April 15. ...
  18. Is it Time To See Through Lululemon?

    March 20, 2013
    Lululemon has pulled 17% of its women's bottoms due to a quality problem. It turns out that its latest batch of ...
  19. Fitch Reviews Regional Banks - Analyst Blog

    February 15, 2013
    Recently, Fitch Ratings concluded the peer review of 16 mid-tier regional banks. The group includes banks with total ...
  20. 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, ...
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