Z: Analysis & Opinions

  1. Pandora Goes To Up To 11

    May 24, 2013
    Pandora is showing that it can deliver on its model and its goals.
  2. After A Big Recovery Rally, It's Up To Renew Blue For ...

    May 22, 2013
    Investors have bought Best Buy's story, but this quarter shows that a lot of work remains to be done
  3. Campbell Soup Shows That Shoppers More Price-Sensitive ...

    May 21, 2013
    Campbell Soup remains volatile, but investors haven't minded
  4. The Time To Buy Italy Is Now

    May 17, 2013
    Investors are getting more comfortable with owning European stocks once again. For bold investors willing to go ...
  5. Waiting For Housing To Recover, Valspar's Recovery ...

    May 15, 2013
    Valspar's market share and performance suggest the stock has recovered far enough.
  6. The U.S. Auto Industry Is Back

    May 14, 2013
    For investors, betting on the U.S. auto sector could lead to plenty of profits.
  7. Overheated Expectations Send Rackspace Investors To The ...

    May 09, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  8. Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

    May 09, 2013
    Will Microsoft pay up to take Nook Media off Barnes & Noble's hands?
  9. Better Margins Are Nice, But Are Green Mountain ...

    May 09, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  10. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    May 08, 2013
    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  11. Zions Bancorp Will Likely Find It Harder From Here

    May 06, 2013
    Zions has had a good run, but it may be slower going as lending competition intensifies.
  12. Starbucks' Special Model Is Valuable, But Maybe Not This ...

    April 26, 2013
    Starbucks continues to deliver good execution, but the valuation demands greatness.
  13. Sub-Saharan Africa Beckons

    April 26, 2013
    Looking past the BRICs and broad index funds, Africa represents a huge ignored growth story.
  14. Slower Growth And Better Margins Probably Won't Help Amazon

    April 26, 2013
    Amazon's growth continues to slow, but from a high level to a slightly less high level
  15. Investors Can't Seem To Get Enough Of Hershey

    April 25, 2013
    With strong volume and improving margins, Hershey continues to outperform a hot sector.
  16. The Defenestration Of Apple Continues

    April 24, 2013
    Apple's value as a stock has plunged, but the company seems to be in better shape.
  17. 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 ...
  18. Joh. A Benckiser Looks To Corner The Coffee Market

    April 17, 2013
    Joh. A Benckiser is paying a huge price for the European coffee maker. What does this mean for the rest of the ...
  19. 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.
  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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