T: Analysis & Opinions

  1. Good Long-Term Trends, But Softer Conditions Today At ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  2. Valmont's First Quarter: Profit From Its Growth

    April 23, 2013
    Valmont Industries first quarter was very strong. It expects more of the same in the second quarter and quite ...
  3. Good Margins Outweigh Weak Growth For ITW Investors

    April 23, 2013
    ITW looks weak on growth, but investors don't seem to mind right now
  4. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  5. Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
  6. Halliburton Has Gotten Interesting Again

    April 22, 2013
    If oilfield activity has bottomed, Halliburton would be a good pick here.
  7. GE's Guidance Wasn't Great, But Expectations Seem Low

    April 19, 2013
    GE looks underpriced on its long-term growth potential.
  8. 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 ...
  9. Weak PC Growth And Slow Mobile Penetration Weighing On ...

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  10. Stick With “Bond-Like Stocks”

    April 19, 2013
    By betting on large-cap stocks that pay healthy growing dividends, portfolios should be able to navigate whatever ...
  11. Thermo Steps Up And Seals A Deal For Life Technologies

    April 19, 2013
    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my ...
  12. 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.
  13. Fairway Group Gets The Green

    April 18, 2013
    Grocery store chain Fairway Group (Nasdaq:FWM) sold 16.7 million shares at $13 in its IPO debut April 16. In its ...
  14. 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 ...
  15. Dover May Be Bottoming, But The Street's Already ...

    April 18, 2013
    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that ...
  16. 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 ...
  17. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  18. 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.
  19. 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.
  20. Russian Stocks Are Cheap- But They Won’t Stay That Way

    April 16, 2013
    Russia has been a disappointment over the last few years, but the nation’s equities could be one of the best ...
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