V: Analysis & Opinions

  1. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  2. Exxon Mobil Profits And Growth Fail To Impress

    April 25, 2013
    Exxon's profitability underwhelmed, but the overall picture hasn't changed much.
  3. Want Income? MLP ETFs Still Offer Value

    April 25, 2013
    High income and growth potential minus the tax headaches associated with MLPs makes ETFs the top choice to play the ...
  4. Are Market Factors Pushing Qualcomm Into The Penalty Box?

    April 25, 2013
    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  5. 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 ...
  6. 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
  7. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  8. Crime Pays For REIT Investors

    April 23, 2013
    While it’s not a glamorous business, operating for-profit prisons is quite a money maker. Especially for those firms ...
  9. Is Caterpillar Facing A New Normal In Mining?

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

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

    April 19, 2013
    GE looks underpriced on its long-term growth potential.
  12. Is Controversy About Robot-Assisted Surgery Showing In ...

    April 19, 2013
    Uncertainty about procedure growth may be opening a window in these often-expensive shares
  13. 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 ...
  14. 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 ...
  15. The “Healthy” Play In Contract Research Organizations

    April 17, 2013
    The pharmaceutical industry is under pressure to do more with less. That means it will be farming out many of is ...
  16. 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.
  17. U.S. Bancorp Is Strong But Needs Growth

    April 16, 2013
    As is the case at other regional/super-regional banks like Wells Fargo, U.S. Bancorp looks undervalued today ...
  18. DISH Network Makes Another Bid For Mobile

    April 16, 2013
    DISH makes another move towards mobile with a bid for Sprint.
  19. A Powerful Triple Play In Irrigation

    April 15, 2013
    Water use for agriculture continues to rise at extreme levels, but which companies are the top plays for this trend?
  20. Goldman Sachs Gets Into The Loan Business

    April 12, 2013
    Goldman Sachs’ decides to list a piece of Liberty Harbor Capital subsidiary as a BDC.
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