SI : Analysis & Opinions

  1. ETF Plays For A Surging Greenback

    January 27, 2014
    After years of declines, the U.S. dollar has regained its mojo. More importantly, those gains should continue throughout ...
  2. ABB Gets Dinged On Orders, But Is It Timing Or Something Worse?

    July 25, 2013
    Weak orders are a growing worry for ABB's growth thesis.
  3. Nokia to Gain Full Control Over NSN - Analyst Blog

    July 2, 2013
    Nokia Corporation has reached a deal to purchase Siemens AG's stake in Nokia-Siemens Network
  4. Nokia Buys Out Siemens, Are Phones Now On The Block?

    July 2, 2013
    In buying Siemens' share of Nokia Siemens Network, Nokia may have just bought its future
  5. The IEA Provides Some Bullishness News For Renewables

    June 28, 2013
    While it may be hard to swallow, but renewables are actually over taking fossil fuels when it comes to electricity generation. ...
  6. Varian Links With Siemens Systems - Analyst Blog

    June 14, 2013
    Varian revealed that The Ohio State University is utilizing its software to conduct radiotherapy sessions with linear accelerators ...
  7. Absent A Quick Turnaround In Power, GE Has Gone Far Enough For ...

    June 13, 2013
    GE's industrial operations are in a bit of a rut, but the long-term quality is still top-notch.
  8. Big News For U.S. Wind Energy

    June 5, 2013
    The recent Dept. of Interior decision to begin auctioning off blocks of federal waterways for offshore wind development does ...
  9. Advanced Energy Industries Hanging On For The Turn

    May 13, 2013
    AEIS is cyclically down, but far from out.
  10. A Slimmed Down Vestas Hopes For More Than Just Survival

    April 2, 2013
    Vestas is clearly struggling, but may just manage to do more than survive.
  11. ABB Wins Automation Contract - Analyst Blog

    February 13, 2013
    ABB Ltd. (ABB) announced its plan to acquire APS Technology Group (APS), based in San Diego. With this acquisition the company ...
  12. ABB Wins Brazilian Shipyard Contract - Analyst Blog

    February 11, 2013
    ABB Ltd. (ABB) received a contract from Jurong Shipyard Pte Ltd. for the design, supply, supervision of installation, testing ...
  13. Alcatel Misses Estimates - Analyst Blog

    February 8, 2013
    Alcatel-Lucent (ALU) reported net loss from continuing operations of 80 cents per ADS in the fourth quarter of 2012, worse ...
  14. Trimble Beats by a Penny - Analyst Blog

    February 7, 2013
    Trimble Navigation's (TRMB) fourth quarter earnings beat the Zacks Consensus Estimate by a penny, or 2.0%. Despite softness ...
  15. Bharti Airtel to Buy Alcatel Stake - Analyst Blog

    February 6, 2013
    According to The Economic Times, Indian telco Bharti Airtel is set to acquire complete ownership of its joint venture (JV) ...
  16. Honeywell Comes Through, But Valuation Isn't So Sweet

    January 30, 2013
    Honeywell's low growth outlook doesn't match a fairly robust valuation.
  17. Bright 4Q for Phillips Electronics - Analyst Blog

    January 29, 2013
    Koninklijke Phillips Electronics N.V. (PHG) reported a net income of €355 million ($460 million) for the fourth quarter of ...
  18. Alcatel Lucent Wins Reliance Contract - Analyst Blog

    January 21, 2013
    According to Reuters, Paris-based telecom equipment manufacturer has Alcatel Lucent (ALU) has received an 8-year contract ...
  19. Nokia Leaps on Lumia Show - Analyst Blog

    January 11, 2013
    The hard times for Nokia Corporation (NOK) witnessed in 2012 seems to be partially over as the Finnish handset manufacturer ...
  20. Sempra, BP's Wind Farm in Operation - Analyst Blog

    December 28, 2012
    Sempra U.S. Gas & Power, a subsidiary of Sempra Energy (SRE) and BP Wind Energy, a unit of BP plc (BP), announced that their ...
  21. Molycorp Facing Even More Uncertainty, And At The Wrong Time

    December 13, 2012
    The departure of Molycorp's CEO adds even more uncertainty to a volatile story.
  22. How Far Can Philips' Turnaround Take The Stock?

    December 13, 2012
    Philips has improved, but can it be a truly top-notch company?
  23. Nokia-Siemens Offloads Optical Unit - Analyst Blog

    December 4, 2012
    Nokia Siemens Networks (NSN) - a 50-50 joint venture between Nokia Corporation (NOK) and Siemens AG (SI) - is selling its ...
  24. Nokia-Siemens to Shut German Plant - Analyst Blog

    November 30, 2012
    Nokia Siemens Networks (NSN) - a 50-50 joint venture between Nokia Corporation (NOK) and Siemens AG (SI) has announced that ...
  25. NSN to Win Lost Ground in U.S.? - Analyst Blog

    November 27, 2012
    Nokia Siemens Networks ("NSN"), a leading equipment, infrastructure and service provider for telecom networks globally, is ...
  26. Can Emerson Build On Some Positive Momentum?

    November 8, 2012
    Emerson may be putting a bad run behind it. the company also stacks up reasonably well to other industrial conglomerates ...
  27. Rockwell Automation Beats Estimates - Analyst Blog

    November 5, 2012
    Rockwell Automation, Inc. (ROK) reported fourth quarter fiscal 2012 earnings of $1.38 per share compared with $1.39 in the ...
  28. Investors Were Ready For A Tough Quarter From Eaton

    November 1, 2012
    Although there is a risk that Europe doesn't right itself until 2014 and the upcoming "fiscal cliff" gut-punches U.S. growth ...
  29. ABB's Third Quarter Keeps The Uncertainty High

    October 29, 2012
    ABB delivered another mixed quarter in an uncertain and nervous market.
  30. GE's Results Reflect An Industrial Slowdown, But Valuation Isn't ...

    October 23, 2012
    GE may have disappointed, but the company and its stock are both in good shape today.
  31. Rockwell Acquires Chinese Biz - Analyst Blog

    October 13, 2012
    With a bid to expand its business in the Asia-Pacific region, Rockwell Automation Inc. (ROK) completed the purchase of medium ...
  32. Accenture Boosts Video Capabilities - Analyst Blog

    October 2, 2012
    Management technology outsourcing and consulting service provider, Accenture plc (ACN) recently took over certain Internet ...
  33. Nokia-Siemens Offload IPTV Assets - Analyst Blog

    October 2, 2012
    As a part of its cost cutting initiative, Nokia Siemens Networks - a 50-50 joint venture between Nokia Corporation (NOK) ...
  34. Danaher Does Another Typical Danaher Deal

    September 19, 2012
    Danaher announced Monday that it had reached an agreement with small-cap diagnostics company IRIS to acquire the company ...
  35. Rockwell EPS Tops, Sales Miss - Analyst Blog

    July 25, 2012
    Rockwell Automation, Inc. (ROK) reported third quarter of fiscal 2012 earnings of $1.33 per share compared with $1.22 in ...
  36. Mindray Completes an Acquisition - Analyst Blog

    July 19, 2012
    Chinese medical devices major Mindray Medical International Limited (MR) recently revealed the completion of its takeover ...
  37. Technology Stocks Making Big Moves on June 29, 2012

    June 29, 2012
    The morning has been good for the market. The Nasdaq has moved up 2.4%; the S&P 500 has risen 1.9%; and the Dow has increased ...
  38. Rockwell Hikes Dividend - Analyst Blog

    June 11, 2012
    Rockwell Automation, Inc. (ROK), in an effort to add value to the shareholders, has upped its quarterly dividend by 4.5 cents ...
  39. American Superconductor - From A Growth Play To A Survival Story

    June 8, 2012
    American Superconductor gave investors a glimpse of a successful future only to see market conditions erode significantly. ...
  40. Playing The North Sea's Windy Potential

    June 8, 2012
    With its current energy production strategy showing signs of strain, the U.K. has unveiled ambitious plans to turn the North ...
  41. Premium-Price athenahealth Leaves Little Room For Error

    June 1, 2012
    athenahealth has the growth, but a nose-bleed valuation to match.
  42. ABB's Powerful Upside Potential

    May 31, 2012
    ABB's stock could eventually rally from recent lows.
  43. For Autodesk, Growth Is Weighing On Value

    May 23, 2012
    Autodesk doesn't get much respect for the quality of its earnings.
  44. The Zacks Analyst Blog Highlights: ADTRAN, Nokia, Siemens, Verizon ...

    May 9, 2012
    For Immediate Release Chicago, IL - May 9, 2012 - announces the list of stocks featured in the Analyst Blog. ...
  45. ADTRAN Closes NSN Broadband Biz Buy - Analyst Blog

    May 8, 2012
    Alabama-based networking solution provider, ADTRAN Inc. (ADTN) recently announced the completion of its acquisition of Nokia ...
  46. Don't Forget About The Smart Grid

    May 7, 2012
    While spending may have slowed down in the wake of the ending stimulus measures, there is still much work to be done on our ...
  47. 5 Great European Dividends...Or Are They?

    April 17, 2012
    Through Europe’s financial problems, there has always existed a great opporunity to buy into some great companies cheaply ...
  48. Is Google About To Offer A Big Dividend?

    April 16, 2012
    Eyes are now on Google for whether a shareholder payout is in its future.
  49. EnerNOC Still A When AND If Story

    April 11, 2012
    EnerNOC still has to prove that it has a viable model. At today's prices, this looks like a binary stock.
  50. Don’t Expect Much Of A Lift From Cascade

    April 3, 2012
    The market is still ahead of Cascade over the past five years, as the credit crisis severely hurt Cascade's business during ...
  51. The Job Market Hurts Companies, Too

    March 22, 2012
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  52. Germany Rolls Out The Renewable Energy Big Guns

    March 21, 2012
    Germany's decision to ban nuclear energy and replace that capacity with renewables could ignite alternative energy stocks.
  53. Itron's Path Won't Be Smooth, But The Growth Could Be There

    March 7, 2012
    Assuming less than 8% compound free cash flow growth over the next decade, Itron shares could still hold fair value in the ...
  54. The Job Market Hurts Companies, Too

    February 27, 2012
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  55. Emerson Is Better Than It Looks

    February 13, 2012
    Emerson has stumbled, but is far from fallen.
  56. Stanley Black & Decker May Be Surprisingly Cheap

    January 27, 2012
    Stanley Works is doing relatively well in a miserable end-user environment.
  57. Germany Could Be A Value Play In 2012

    January 17, 2012
    Analysts predict that Germany's exports and internal consumption will allow the nation to sustain economic growth and escape ...
  58. Philips – Plenty Of Cloud, Minimal Silver Lining

    January 11, 2012
    Koninklijke Philips suffers through yet another poor quarter.
  59. ABB In Decent Shape No Matter What In 2012

    December 26, 2011
    ABB is shaping up as a real industrial value.
  60. 2011 In Review - Conglomerates

    December 22, 2011
    Conglomerates were largely in the red for 2011.
  61. A Better 2012 Would Be Great For Actuant

    December 22, 2011
    If Actuant can maintain modest growth, the stock is a bargain industrial play.
  62. SonoSite Finds Its Deal

    December 20, 2011
    SonoSite finally finds its buyer.
  63. The Job Market Hurts Companies, Too

    December 20, 2011
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  64. Has Greif Reset Expectations?

    December 13, 2011
    Greif is suffering from tough conditions in Europe.
  65. Pall And The High Cost Of Excellence

    December 13, 2011
    Pall offers an attractive, well-run business, but Wall Street already knows that.
  66. The Investment Prospects For Nokia

    November 29, 2011
    Confident investors who believe that this once-king can be among the future's royalty could be looking at significant multi-year ...
  67. Is Hologic A Coiled Spring?

    November 11, 2011
    Hologic looks cheap on even modest growth recovery expectations.
  68. Dover's Price Underestimates Its Prospects

    October 26, 2011
    Dover's challenges seem more than discounted by today's stock price.
  69. GE Still On A Road To Recovery

    October 26, 2011
    GE still looks attractive, after rebuilding over the past few years. Patient investors can expect solid dividend growth.
  70. The Job Market Hurts Companies, Too

    October 21, 2011
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  71. The Job Market Hurts Companies, Too

    October 7, 2011
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  72. Spice Up A Bond Portfolio By Going Global

    September 30, 2011
    In order to get extra income, investors may want to open their portfolios up to international bonds.
  73. Tyco Goes Three-For-One

    September 21, 2011
    Tyco looks to finish spinning out its last major businesses.
  74. Will Obama's Plan Boost Infrastructure Names?

    September 15, 2011
    Will infrastructure spending stimulate these stocks?
  75. The Smart Grid Goes Global

    August 22, 2011
    With energy use skyrocketing, a variety of policy makers have turned towards the smart grid as a way to control this demand. ...
  76. China's Future Hindered By Power Shortages

    August 18, 2011
    While China's long-term promise is certainly great, it's recent problems with its electrical grid and power demands are hindering ...
  77. Hologic Holding Its Place

    August 8, 2011
    Hologic's volume is not great today, but business should improve more than the market currently believes.
  78. Eaton's Growth Still Industrial Strength

    August 1, 2011
    Eaton continues to gain share across a broad swath of growing markets.
  79. Danaher Delivers On High Expectations

    July 27, 2011
    Danaher may not have hit the top of the range, but the consistency is there.
  80. United Technologies Finds Some Turbulence

    July 25, 2011
    Competitive losses and iffy margins shake up a well-valued story.
  81. Acuity Shines A Little Brighter

    July 1, 2011
    Acuity is a bright spot in a dim lighting market.
  82. Philips Needs A Shake-Up

    June 23, 2011
    Philips badly needs to reform and rebuild its operations.
  83. Upside Potential From Black Box

    June 16, 2011
    Communications service provider Black Box's future growth prospects look compelling.
  84. Cascade Results Indicate A Lift In The Global Economy

    June 7, 2011
    Cascade's current operating levels leave further room for recovery to previous highs.
  85. Is Europe Abandoning The Atom?

    June 6, 2011
    Recent decisions to abandon nuclear power may not be so easy to do as to say.
  86. Conglomerates With A Dividend Angle

    June 6, 2011
    Well-run conglomerates can be great additions to income-oriented portfolios.
  87. American Superconductor Flickering

    June 3, 2011
    American Superconductor is getting crushed by its huge reliance on a single customer.
  88. Playing The Growing LED Industry

    May 18, 2011
    The LED lighting segment is poised to grow exponentially in the future as we seek new energy-efficient solutions.
  89. Hologic Holding The Line

    May 4, 2011
    Hologic lacks exciting growth, but the technology is in place for better growth in the future.
  90. Johnson Controls Seeing Multiple Recoveries

    April 26, 2011
    Johnson Controls is rebounding well, but the Street already expects that.
  91. Eaton Shows Broad Recovery Continues

    April 25, 2011
    Eaton is no bargain, but the company is prospering as the economy recovers.
  92. This HERO's Tale Unfortunately Common

    April 11, 2011
    Accusations of bribery against HERO highlight just how common these practices still are.
  93. Spinoffs Becoming The Rage

    April 6, 2011
    Spinoffs from all sectors and industries seem to be increasing in number, as companies look to get stock prices moving and ...
  94. ABB Needs To Power Up

    February 22, 2011
    Power is holding ABB back, but this market won't stay down forever.
  95. A Siemens Shopping List

    February 17, 2011
    Siemens wants to go shopping, and these companies may find themselves in demand.
  96. Danaher Hopes To Revive Beckman Coulter

    February 9, 2011
    Learn more about Danaher's expensive, albeit strategic, bid for a leading diagnostics franchise.
  97. Looking At ITT Before It Splits

    February 8, 2011
    There is upside potential if ITT's three units remain independent or are bought out by rivals after the split.
  98. Honeywell Looking Sweet

    January 31, 2011
    Honeywell is performing well already and a recovery in aerospace could be the cherry on top.
  99. Med-Tech Choice Is Simply Intuitive

    January 25, 2011
    Intuitive posted reassuring growth, but needs to continue penetrating new markets.
  100. EV Tech Moves Ahead

    January 11, 2011
    Ford unveiled its new fully-electric Focus. Will the new EV have much impact on the auto industry?
  101. Quenching A Thirst With Desalination Plays

    January 7, 2011
    As our planet's population continues to expand at its rapid pace, more pressure is being placed on our water resources.
  102. Powering Up With Fuel Cells

    December 22, 2010
    Moving past the hype of finding cleaner and renewable sources of energy, fuel cells are once again returning to the forefront ...
  103. Does Beckman Bow To The Inevitable?

    December 14, 2010
    Beckman is doing right by shareholders if it sells the company.
  104. Avago Looks Like A Relative Bargain

    December 6, 2010
    Avago should stand out a bit from the analog chip crowd.
  105. MELA Sciences' New Device: Will It Be Approved?

    November 19, 2010
    A surprising panel decision raises hopes, but offers no guarantees.
  106. Is Rockwell's Growth Automatic?

    November 12, 2010
    Rockwell has benefited from the industrial recovery, but investors have to wonder how much gain is left in the stock.
  107. With Minimal Expectations, Hologic Could Still Surprise

    November 10, 2010
    Hologic is suffering from low expectations, but value investors may have a bargain here.
  108. Utilities Keep ABB A Little Dim

    November 2, 2010
    ABB has yet to see the full rebound and recovery in some of its largest markets.
  109. Looking Offshore For Wind Power

    September 16, 2010
    Offshore wind power represents long-term potential in the alternative energy space.
  110. Signs Of Life In Radiation Therapy

    September 3, 2010
    Hospital spending on big-ticket items is recovering and that should be good news for the radiation oncology sector.
  111. Bets For A Strong Germany

    August 18, 2010
    As one of the top exporters of capital and industrial goods, Germany should be on investors' radars. Here's how to play it.
  112. Cree Not Burning Out Yet

    August 11, 2010
    Momentum investors seem poised to punish CREE for soft guidance, but the growth is strong.
  113. ABB Is Better Than You Think

    July 26, 2010
    Sluggish performance this quarter hides the quality and cash generation capability of this Swiss conglomerate.
  114. United Technologies Runs A Tight Ship

    July 26, 2010
    Earnings at United Technologies are well on their way to surpassing the $5 per share reported in 2008.
  115. W.W. Grainger Lacks Investment Appeal

    July 19, 2010
    The only thing to dislike about W.W. Grainger is its lofty share price valuation.
  116. European Value Buys

    June 14, 2010
    Europe is offering some interesting bargains if investors focus on export based companies
  117. Allscripts + Eclipsys = A Deal That Makes Sense

    June 9, 2010
    Allscripts and Eclipsys complement each other well and should create a powerful force in a lucrative, but underpenetrated, ...
  118. Intuitive Surgical - Are Robots To Be Trusted?

    June 1, 2010
    Can Intuitive Surgical produce the growth necessary to validate the stock's lofty perch?
  119. Shopping Time In Medical Technology?

    May 6, 2010
    Is Medtronic's acquisition of ATS Medical the beginning of another M&A wave in med-tech?
  120. Fuel Cells In Bloom

    March 5, 2010
    Fuel cells are getting some attention, and we look at a number of ways (including Bloom Energy) that investors can play.
  121. Pall Corporation Filters In Good Earnings

    January 25, 2010
    Product diversification is the name of the industrials game.
  122. Can Coal Stocks Continue to Rally?

    October 15, 2009
    The coal stock rally isn't a fluke. These stocks could be 2010's Cinderella story.
  123. United Technologies: A Multi-Decade Industrial Play

    August 3, 2009
    United Technologies will earn more than its fair share of business over the coming decades.
  124. Spend The Summer Investing In Europe

    June 29, 2009
    If some analysts are right in saying the U.S. markets are due for a correction, it might be nice to spend the summer (investing) ...
  125. Unconventional Wind-Energy Plays

    June 17, 2009
    The wind energy sector is starting to take off and investors can get in on some alternative companies with big potential.
  126. Fuel Cell Power Up

    June 12, 2009
    While mass production of fuel-powered cars is years away, stationary fuel cell power generators are ready for prime time.
  127. The Money Is Blowin' In The Wind

    May 26, 2009
    The renewable electricity standard will likely be passed by Congress. Wind turbine makers will be the most likely winners.
  128. 3M Manufactures Long-Term Opportunity

    April 30, 2009
    This company's dismal earnings indicates that recovery amongst industrial companies is a long way off.
  129. Encouraging Signs From United Technologies

    April 23, 2009
    United Technologies reported first-quarter results Tuesday that indicated global economic trends are stabilizing.
  130. Ericsson Wins With U.S. Contract

    March 12, 2009
    Ericsson's latest U.S. contract means big things for this wireless supplier.
  131. Dresser-Rand: Pain Now, Profit Later

    January 26, 2009
    Dresser-Rand faces a rocky short-term, but holds potential for long-term success.
  132. So Much For Global Decoupling

    December 8, 2008
    Cascade saw a third-quarter sales decline as demand dried up. Learn what this means for the larger manufacturing industry.
  133. Varian Keeps Beaming

    October 30, 2008
    Frozen credit markets are no match for a product that makes money for hospitals.
  134. Swiss Power Company ABB Flickers

    October 28, 2008
    ABB has been hammered on worries about the global economy. It's a good play for the long-term, but today's buyers need a ...
  135. Waiting For The Dips On Intuitive Surgical

    October 21, 2008
    When a growth stock with excellent prospects sells off on good earnings, what's an investor to do?
  136. General Electric Rides Out The Storm

    October 15, 2008
    We break down GE's Friday earnings announcement. Despite trouble in its Financial Services segment, GE is a survivor.
  137. Weekly World Tour, Wall Street Style - Germany

    September 29, 2008
    Add a little efficiency and diversity to your portfolio with this list of top German equities.
  138. No Shadow On Pall

    September 17, 2008
    Pall offers a growing business free of the doom and gloom surrounding housing, credit or the consumer.
  139. Wind Power's Top Turbine Makers

    July 21, 2008
    Wind Power investments in the U.S. are limited, but there are options for creative investors. We examine a few top picks.
  140. European ETFs: Soccer Finalists In Focus

    July 8, 2008
    We examine the holdings of several Europe-focused ETFs, taking our cue from the outcome of the Euro 2008 tournament.
  141. A Hard NOK For Investors (NOK)

    November 28, 2006
    Shrinking margins and a less-than-certain outlook make Nokia a tough stock to buy.
  142. Nokia's Risky Business

    June 20, 2006
    Its joint-venture with Siemens makes Nokia a riskier place to invest.
  143. Powerwave And Andrew Corp Move Together

    May 25, 2006
    These two wireless equipment makers may have what it takes to transmit good gains to shareholders.
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