ST: Analysis & Opinions

  1. ArcelorMittal Looks Like A Good House In A Really Tough ...

    May 10, 2013
    ArcelorMittal looks too cheap, but it could be a long wait to see it really outperform
  2. 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 ...
  3. Total Looks Cheap, But There's A Reason

    April 29, 2013
    Total's performance looked pretty typical for the sector, but the company has a lot still to prove.
  4. Is Pepsi's Turnaround For Real?

    April 19, 2013
    Pepsico (NYSE:PEP) announced first quarter earnings April 18. Better than expected, its stock jumped almost 3% on ...
  5. Broad Weakness Makes It Harder To Like St. Jude Today

    April 18, 2013
    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating ...
  6. Three Ways To Short Gold

    April 18, 2013
    Investor enthusiasm for gold has been falling by the wayside. For portfolios, that could mean it's time to short the ...
  7. Pharma Is Doing All The Pulling For Johnson & Johnson

    April 17, 2013
    Although JNJ reported decent earnings and has some major new drugs lined up - downside risk is definitely still present.
  8. On Track With Volumes And Margins, Coca-Cola Refreshes

    April 16, 2013
    Coca-Cola offers something almost like a hybrid of stock and bond, but investors need to be OK with its valuation.
  9. J.B. Hunt's Bigger Challenge Today: Expectations Not ...

    April 12, 2013
    J.B. Hunt is a good growth story and a well-run company, but valuation is steep.
  10. 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.
  11. Weak Metalworking Rusting MSC Industrial's Growth Outlook

    April 11, 2013
    Long underestimated, MSC is still priced attractively.
  12. Slowing Sales At Fastenal Not Denting Investor ...

    April 10, 2013
    Fastenal's growth is definitely slowing, but the multiples haven't really shrunk yet.
  13. Will Japan Be A Ray Of Sunshine For The Solar Industry?

    April 09, 2013
    There may be a ray of sunshine for the beleaguered sector. Japan’s search for alternatives to nuclear energy has ...
  14. 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 ...
  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. 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 ...
  17. General Mills' Third Quarter Earnings

    March 20, 2013
    General Mills is a solid company that delivered a solid quarter, but valuation may have gotten too steep.
  18. Strayer Beats, but Down Y/Y - Analyst Blog

    February 15, 2013
    Strayer Education Inc. (STRA) recently posted fourth quarter 2012 earnings of $1.47 per share, beating the Zacks ...
  19. Earnings Preview: Medtronic - Analyst Blog

    February 15, 2013
    Leading medical devices company Medtronic (MDT) is scheduled to report its first quarter fiscal 2013 results before ...
  20. GM to Showcase New Cadillac - Analyst Blog

    February 15, 2013
    General Motors Company (GM) recently announced its plans to showcase the redesigned Cadillac CTS at the auto show in ...
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