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May 24, 2013
Marvell has a lot of doubters, but also a history of building solid market share in multiple markets.
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May 17, 2013
The spectre of share loss to Cisco has become real.
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May 13, 2013
ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
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May 13, 2013
AEIS is cyclically down, but far from out.
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May 10, 2013
By adding the semiconductor producers, investors have a chance to play the backbone of technology and right now they ...
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May 09, 2013
After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
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May 08, 2013
Disney comes through again, but valuation is getting pretty high.
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May 08, 2013
Whole Foods carries rich multiples, but the growth seems to justify it
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May 07, 2013
Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
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April 30, 2013
For investors, wearable tech is just beginning to become science fact.
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April 29, 2013
Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
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April 24, 2013
UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
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April 19, 2013
Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my ...
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April 18, 2013
Nokia Still Straddling Fault Lines
by Stephen D. Simpson, CFA
Roughly 18 months into his tenure as the CEO of ...
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April 10, 2013
On April 8 Blackstone filed an IPO registration statement amendment that ups the original $100 million amount to as ...
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April 10, 2013
Ongoing revenue growth struggles and eroding market share is making the deep-value case harder at AngioDynamics.
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April 03, 2013
Acuity's near a 52-week high, but expectations seem high relative to margin and ROIC prospects.
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April 02, 2013
Vestas is clearly struggling, but may just manage to do more than survive.
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February 15, 2013
Recently, Digital Insurance - a wholly-owned subsidiary of Fidelity National Financial, Inc. (FNF) - announced a ...
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February 15, 2013
Despite another disappointing quarter, Whole Foods has the potential to produce double-digit revenue growth for the ...
