V: Analysis & Opinions

  1. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  2. Investors Already Thinking Recovery For Cummins

    May 15, 2013
    Cummins is still bottoming, but the Street is already thinking recovery
  3. BP Looks Cheap, But A Lot Of Improvements Have To Come ...

    May 15, 2013
    Even with its problems and challenges, BP seems too cheap today
  4. Waiting For Housing To Recover, Valspar's Recovery ...

    May 15, 2013
    Valspar's market share and performance suggest the stock has recovered far enough.
  5. Middleby Keeps Sticking To A Successful Recipe

    May 10, 2013
    Middleby continues to gain share and expand its market opportunities in an under-innovative industry.
  6. Little Left To Dendreon But The Hope Trade

    May 10, 2013
    Dendreon looks increasingly irrelevant as the medical community moves on from Provenge.
  7. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  8. Adasuve Deal Is Very Good For Alexza, But What About Teva?

    May 09, 2013
    Teva's partnership with Alexza looks like an expensive gamble.
  9. Groupon Shows Some Vigor, But Much Work Waits To Be Done

    May 09, 2013
    Groupon still has a lot of work to do to reassure the Street that this business model is viable
  10. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  11. Amgen Chased By The Bubble

    May 08, 2013
    Amgen really needs the pipeline to come through to support this valuation.
  12. For Casino Stocks- Macau Is Still Where It’s At

    May 07, 2013
    China’s growing consumer class isn’t just spending their hard earned money of fast food, TVs and designer handbags. ...
  13. Broadcom Has To Play Offense And Defense

    May 07, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  14. BMC Software Shows Again That Getting Full Value Is ...

    May 06, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  15. Teva Still Too Cheap, But Still Too Uncertain

    May 03, 2013
    Teva's present-day momentum is weak, but the value could appeal to patient long-term investors.
  16. Finding Bond-Like Income With Utilities

    May 01, 2013
    The traditional utility sector has become a happy hunting ground for income seekers.
  17. It Gets A Little Harder From Here For Covidien

    April 29, 2013
    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  18. 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.
  19. Good Profitability And Relative Valuation Make Chevron ...

    April 26, 2013
    Chevron seems underrated and undervalued relative to the likes of Exxon.
  20. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
Marketplace
Trading Center