V: Analysis & Opinions

  1. 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?
  2. 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.
  3. AngioDynamics Still Struggling To Get Back On Track

    April 10, 2013
    Ongoing revenue growth struggles and eroding market share is making the deep-value case harder at AngioDynamics.
  4. GE Pays Up To Get Into Another Attractive Energy Business

    April 09, 2013
    GE is taking a deep dive into artificial lifts with a high-priced acquisition of Lufkin Industries.
  5. Valero Stockholders: Should You Keep The Spin-Off Shares?

    April 08, 2013
    Spin-off's have a history of performing well in the first months of going public, but will this be the case for Valero?
  6. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 05, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  7. RPM's Performance Isn't Perfect, But Continues To ...

    April 05, 2013
    RPM's performance was okay, but the valuation seems to be ahead of the stock.
  8. With Fracking It’s All About Water Management

    April 05, 2013
    It takes an awfully large amount of water to frack an oil and gas well these days. Given the growth projections for ...
  9. Global Payments Still Feeling An Uncomfortable Squeeze

    April 03, 2013
    Global Payments' struggles create an opportunity, but beware of the long-term changes to the industry.
  10. Natural Gas: A Big Win For Israel And Its Producers

    April 02, 2013
    While it’s a tech powerhouse, the natural gas game is quickly changing Israel’s economy for the good. The recent ...
  11. A Slimmed Down Vestas Hopes For More Than Just Survival

    April 02, 2013
    Vestas is clearly struggling, but may just manage to do more than survive.
  12. Verizon, AT&T And Vodafone – Here We Go Again

    April 02, 2013
    A popular rumor gets new life with word that AT&T may help Verizon facilitate a buyout of Vodafone.
  13. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen ...
  14. Red Hat's Valuation Looks More Reasonable, But ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  15. Lindsay Corp Still Reaping The Benefits Of The Drought

    March 28, 2013
    Lindsay is still seeing significant drought-related growth, but how much longer can it last?
  16. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  17. Higher Petrobras CAPEX Spending Is Great News For FMC ...

    March 25, 2013
    At current prices, oil service stock FMC Technologies isn’t necessarily cheap. But as the number one supplier for ...
  18. Have See-Through Pants Created An Opportunity In ...

    March 21, 2013
    Even with a significant recall, lululemon's valuation demands high growth.
  19. Is it Time To See Through Lululemon?

    March 20, 2013
    Lululemon has pulled 17% of its women's bottoms due to a quality problem. It turns out that its latest batch of ...
  20. ETFs Loaded With Low Price-To-Cash-Flow Ratios

    March 14, 2013
    Stocks having a low price to cash flow ratio outperform those with a high ratio 78% of the time. Here are some ...
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