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May 03, 2013
Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively ...
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April 29, 2013
Starbucks delivered record second-quarter results April 25. With every part of its business doing well (Europe ...
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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 29, 2013
Total's performance looked pretty typical for the sector, but the company has a lot still to prove.
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April 25, 2013
Disappointing margins dent 3M's all-weather credentials.
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April 25, 2013
Coach's third quarter results were solid if not spectacular. Its Chinese business, however, continues to provide ...
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April 25, 2013
Qualcomm's stumble on lower ASPs could make for a rocky summer.
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April 24, 2013
Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
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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 23, 2013
Valmont Industries first quarter was very strong. It expects more of the same in the second quarter and quite ...
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April 23, 2013
ITW looks weak on growth, but investors don't seem to mind right now
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April 23, 2013
TI's outlook is improving, but core market growth is still lagging.
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April 22, 2013
Caterpillar has gotten cheaper, but willing the mining industry recover?
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April 22, 2013
If oilfield activity has bottomed, Halliburton would be a good pick here.
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April 19, 2013
GE looks underpriced on its long-term growth potential.
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April 19, 2013
Pepsico (NYSE:PEP) announced first quarter earnings April 18. Better than expected, its stock jumped almost 3% on ...
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April 19, 2013
Microsoft is still not delivering what tech investors really want, but the value looks real.
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April 19, 2013
By betting on large-cap stocks that pay healthy growing dividends, portfolios should be able to navigate whatever ...
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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
I remain quite positive on BB&T shares, though I am more bullish than most sell-side analysts.
