Seeking Alpha: No News Becoming Bad News For Lexicon Pharmaceuticals

Normally you would think that having a differentiated and proprietary diabetes compound with solid supporting data would make a biotech re...

Seeking Alpha: Erickson Air-Crane Has Scarcity, But Value Is Difficult To Judge

Every so often, an investor will set out to research a company expecting to find a certain type of company and find something completely d...

Investopedia: Alcatel-Lucent Looking At Long Road, But Not Starting From Scratch

To get a sense of just how badly wrong the Alcatel-Lucent (NYSE: ALU ) story has gone, consider that the combined company has never produce...

Investopedia: It Gets A Little Harder From Here For Covidien

Covidien (NYSE: COV ) has been one of the strongest large-cap med-tech stories over the past year or so. At a time when companies like Johns...

Investopedia: Total Looks Cheap, But There's A Reason

Some investors and commentators treat the international oil majors as an undifferentiated mass, suggesting that investors need only follow ...

Investopedia: Good Profitability And Relative Valuation Make Chevron Interesting

If Exxon Mobil (NYSE: XOM ) had the wrong kind of earnings beat, it would seem that Chevron (NYSE: CVX ) had the right sort of miss. More ...

Investopedia: Starbucks' Special Model Is Valuable, But Maybe Not This Valuable

Normally talking about “liquid meals” is something reserved for college students, but the reality is that Starbucks (Nasdaq: SBUX ) has lo...

Investopedia: Slower Growth And Better Margins Probably Won't Help Amazon

If you ask most of the sell-side analysts and investors who follow Amazon.com (Nasdaq: AMZN ) if they want high growth or stronger margins...

Seeking Alpha: Illumina Flexes Its Muscles A Bit

The strong revenue growth and lucrative margins of Illumina's ( ILMN ) core sequencing business has attracted ample competition over th...

Seeking Alpha: Maybe More Than Meets The Eye To Stryker's Numbers

With a majority of the major orthopedic and medical technology companies having reported now, it's pretty clear that key markets like ...

Investopedia: 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

Investors who prize 3M 's (NYSE: MMM ) ability to muddle through the tough times a little better than most had to be a little disappoi...

Investopedia: Exxon Mobil's Profits And Growth Fail To Impress

As trite as it sounds, Exxon Mobil (NYSE: XOM ) is what it is – a huge international oil, gas, refining, and chemical monolith that effec...

Investopedia: Investors Can't Seem To Get Enough Of Hershey

I have to give credit where it's due – Hershey (NYSE: HSY ) is definitely one of the strongest stories in packaged/branded food today...

Investopedia: Are Market Factors Pushing Qualcomm Into The Penalty Box?

Financial writers often talk about overlooked or obscure stocks as though it's a bad thing to operate outside of the 24-7 glare of Wall...

Investopedia: Given Procter & Gamble's Performance, Should The Weak Volumes Matter More?

Investors seem to love gaudy expense-reduction programs, and Procter & Gamble (NYSE: PG ) shares have certainly done better since Bill ...

Investopedia: Absent Macro Shocks, Cash And Expenses Will Drive Boeing

A year ago I thought that Boeing (NYSE: BA ) looked undervalued and ready to outperform as investors bought in to the company's consi...

Investopedia: The Defenestration Of Apple Continues

As I suggested back in January on this website, I thought Apple (Nasdaq: AAPL ) could have further to fall as growth investors and fan-boy...

Investopedia: Another Revision Doesn't Make It Easier To Like Juniper

I thought that 2013 could be the year where long-suffering stocks like Ciena (Nasdaq: CIEN ) and Juniper (NYSE: JNPR ) earned a little lov...

Investopedia: Good Long-Term Trends, But Softer Conditions Today At United Technologies

It's pretty clear that United Technologies (NYSE: UTX ) has built itself around two principal themes – the increasing urbanization of...

Investopedia: DuPont's Cyclicality Seems Overpriced

It seems like there is a segment of the investment community that is committed to believing that DuPont (NYSE: DD ) will eventually figure...

Investopedia: Good Margins Outweigh Weak Growth For ITW Investors

You never can quite tell what the market will value on one day or the next. For much of this reporting cycle growth has been all that inve...

Investopedia: Texas Instruments Not Quite In The Clear Yet

We’re about one-third of the way into the year, and 2013 isn't shaping up as a banner year for chip stocks. Although there is a widespr...

Investopedia: Is Caterpillar Facing A New Normal In Mining?

For those investors who believed a year ago that Caterpillar (NYSE: CAT ) had somehow outgrown its cyclicality , the past twelve months ha...

Investopedia: Strong Execution Justifies Honeywell's Price

Many investors are so obsessed with finding bargains that they sometimes overlook excellent companies trading at reasonable valuations. Thi...

Investopedia: Halliburton Has Gotten Interesting Again

Slipping oil prices have definitely taken the steam out of what had been a strong seasonal move in many oil service and equipment stocks. E...

Investopedia: Kimberly-Clark Looks Way Too Expensive For What It Is

Investors can certainly make good money investing in well-run personal care companies with solid brands. Along those lines, names like Proc...

Investopedia: Schlumberger Looks Good At Today's Prices

For better or worse, Schlumberger (NYSE: SLB ) is a stock that will give investors multiple second chances. Although this company is rega...

Invesotpedia: GE's Guidance Wasn't Great, But Expectations Seem Low

Many investors are desperately hanging on to the idea that the economy will spring back in the second half and validate the multiples in th...

Investopedia: Is Controversy About Robot-Assisted Surgery Showing Up In Intuitive Surgical's Numbers?

There has always been controversy around Intuitive Surgical (Nasdaq: ISRG ) and its daVinci robotic surgical system. In recent months this ...

Investopedia: Does A Tough Patch Really Matter To McDonald's Shareholders?

Excellent earnings consistency and a long history of dividend payments will buy a lot of patience and support from investors. Consequently,...

Investopedia: IBM Makes It Official - Tech Has Some Troubles

Although I doubt there were many investors still holding serious hope that the first quarter of 2013 was going to end up being a good one f...

Investopedia: Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft

It really is too bad that the conversation on Microsoft (Nasdaq: MSFT ) always seems to be dominated by what the company isn't. Bearis...

Investopedia: Thermo Steps Up And Seals A Deal For Life Technologies

After months of speculation, Thermo Fisher (NYSE: TMO ) has brought its rumored pursuit of diversified lab equipment and supply manufacture...

Investopedia: Mediocre Performance Clouding BB&T's Long-Term Value

The management of BB&T (NYSE: BBT ) once enjoyed a pretty sterling reputation for their performance, but a variety of missteps seem t...

Investopedia: Nokia Still Straddling Fault Lines

Roughly 18 months into his tenure as the CEO of Nokia (NYSE: NOK ), Stephen Elop hasn't yet proven much of anything about the future o...

Investopedia: Broad Weakness Makes It Harder To Like St. Jude Today

I've been relatively optimistic about St. Jude Medical 's (NYSE: STJ ) long-term prospects as the company navigates its current mul...

Investopedia: Dover May Be Bottoming, But The Street's Already Thinking Recovery

Dover (NYSE: DOV ) is one of those industrial conglomerates that is so diversified, it's not hard to feel a little sympathy for the a...

Investopedia: Intel - A Bond's Downside And A Stock's Upside?

Intel (Nasdaq: INTC ) still has a long road ahead of it to regain the love of tech investors who believe that the core PC market is in pe...

Investopedia: Investors Seem To Be Overrating Bank Of America

Few large bank stocks have come close to the market performance of Bank of America (NYSE: BAC ) over the past year. While some of that app...

Investopedia: CSX Adapating To New Realities

It wasn't long ago at all that the rails seemed to have things pretty much all going their way. Better management was producing better ...

Investopedia: Pharma Is Doing All The Pulling For Johnson & Johnson

While other healthcare companies including Covidien (NYSE: COV ) and Abbott (NYSE: ABT ) have seen fit to split their drug and device busi...

Investopedia: DISH Network Makes Another Bid For Mobile

It's hard not to give some credit to DISH Network ’s (Nasdaq: DISH ) leadership for realizing that they've taken the satellite TV c...

Investopedia: On Track With Volumes And Margins, Coca-Cola Refreshes

As a value-oriented investor, once you relax and accept the fact that stocks like Coca-Cola (NYSE: KO ) are almost never going to look che...

Investopedia: U.S. Bancorp Is Strong But Needs Growth

This earning season is starting to feel like a broken record, or at least for the high-quality banks. Economic uncertainty has led many wo...

Investopedia: Comerica Looks Like A Slow-Coiling Spring

With interest rates so low, loan demand pretty sluggish, and regulations chewing into once-lucrative sources of income, most banks are stuc...

Investopedia: Citigroup Looking More Like A Normal Big Bank These Days

With its first full quarter with new CEO Michael Corbat in charge now in the books, Citigroup (NYSE: C ) continues to make progress toward...

Investopedia: Infosys Struggling To Make The Changes

Change seldom comes easy, particularly when the underlying market conditions are challenging. With multiple reports and warnings pointing ...

Investopedia: Commerce Bancshares Growing Its Balance Sheet, But Profits Are Harder To Come By

When a bank has significantly below-average funding costs and non-performing assets, and didn't have to take a dime of TARP money, it...

Investopedia: Fortinet Stumbles, Making Tech Investors Very Insecure

Although you wouldn't necessarily always know it by the growth rates at leading enterprise security vendors like Check Point (Nasdaq: C...

Investopedia: Titan Machinery's Margin Problem

Although I have mentioned it before in previous articles on Titan Machinery (Nasdaq: TITN ), it bears repeating – Titan Machinery is purs...

Investopedia: J.B. Hunt's Bigger Challenge Today Is Expectations, Not Operations

The markets remind us over and over again that quality stocks often appreciate well beyond fair value, particularly when they become popul...

Investopedia: Credit Comes To The Rescue, As JPMorgan Sees Soft Core Banking Results

Maybe today's banking environment isn't quite “famine” on the feast-or-famine scale, but with results in hand from Wells Fargo (NYS...

Investopedia: Bank Of The Ozarks Continues To Build Value

I've long praised Little Rock-based Bank of the Ozarks (Nasdaq: OZRK ) as one of the best-run banks that most investors probably don...

Investopedia: Core Growth At Wells Fargo Is Weak, But The Multiple Doesn't Look Demanding

During bull markets, investors typically prize growth more than anything and that would seem to explain a lot of the relative valuations I...

Investopedia: Progressive Improving Quality At The Expense Of Growth

Every insurance company has to maintain a delicate balance between earning on capital as much as possible, and not take excessive risks in ...

Investopedia: Pricey Constellation Brands Has A Lot To Live Up To

Complaining about the high valuation of beverage stocks like Coca-Cola (NYSE: KO ), Diageo (NYSE: DEO ), and Anheuser-Busch InBev (NYSE: BU...

Investopedia: Weak Metalworking Rusting MSC Industrial's Growth Outlook

These are not great times for the industrial sector. Worries about the fiscal cliff transitioned into fears of sequestration , and a varie...

Investopedia: For Alcoa, It Can Still Get Worse Before It Gets Better

Alcoa (NYSE: AA ) management must feel like they're running on a treadmill or swimming in a flume. No matter the progress that the com...

Investopedia: GE Pays Up To Get Into Another Attractive Energy Business

General Electric (NYSE: GE ) is not messing around when it comes to making itself into a leading manufacturer of equipment for the oil an...

Investopedia: AngioDynamics Still Struggling To Get Back On Track

Throughout what has proven to be a difficult time for small-cap medical device company AngioDynamics (Nasdaq: ANGO ), I've been optimi...

Investopedia: ADTRAN Looks To Rebound From A Pretty Miserable 2012

It's almost cliché to talk about how bad of a year 2012 was for communications equipment vendors dependent on American and European ca...

Investopedia: Slowing Sales At Fastenal Not Denting Investor Enthusiasm ... Yet

It's an unfortunate reality of financial writing today that you can't express concern about a stock's valuation and/or investor...

Seeking Alpha: Alkermes Still Not Getting Full Credit For Its Pipeline

Biotech is a strange world, one where investors often seem to prefer stories that are relatively weak on sales, earnings, and actual data. ...

Investopedia: F5 Networks Takes Another Whirl In The Tech Spin Cycle

Between earnings from the likes of Oracle (Nasdaq: ORCL ) and TIBCO (Nasdaq: TIBX ) and yesterday's negative guidance from F5 (Nasdaq: F...

Investopedia: Schnitzer's Results Are Better, But The Challenges Are Still Significant

All parts of the steel cycle have been volatile lately, as investors fret over demand for steel from ArcelorMittal (NYSE: MT ) and Nucor (...

Investopedia: RPM's Performance Isn't Perfect, But Continues To Generate Cash Flow

Specialty chemicals is a tough sector, and just about anything tied to construction (particularly commercial construction) is even worse. A...

Seeking Alpha: Will A Different Model Lead To Sustainably Different Results For SolarWinds?

Over the last decade or so, a host of software companies have tried to build successful businesses with models different than those used by...

Seeking Alpha: Most Of The Action At Medical Action Will Come From Margins

When most med-tech companies trade at an EV-to-sales multiple of 2x to 4x, Medical Action Industries' ( MDCI ) 0.4x multiple is a prett...

Investopedia: A Thick Order Book Is Only Part Of The Story For Greenbrier

There are certain industries were achieving sustainable economic returns and steady equity appreciation is nearly impossible, and rail car ...

Investopedia: Samsung Stores A No-Risk Opportunity For Best Buy

Give credit to Best Buy (NYSE: BBY ) – the company is not going down without a fight. While there are still ample concerns about whether ...

Seeking Alpha: CareFusion On The Right Path

This recent melt-up in the market has left relatively few undervalued opportunities in the med-tech sector. While there are still some bar...

Investopedia: Monsanto Looks A Bit Vulnerable At Current Levels

While Monsanto Company (NYSE: MON ) may be evil incarnate to some people, the fact of the matter is that the company's products work q...

Investopedia: ConAgra Now Getting Almost Full Benefit Of The Doubt

It's been an interesting few months for packaged food companies. Volume trends have looked softer than expected as consumers continue t...

Investopedia: Hope Seems To Outshine Reality At Acuity Brands

It has been almost two years since I last wrote on Acuity Brands (NYSE: AYI ), and in that time the company has seen only the barest recove...

Investopedia: Global Payments Still Feeling An Uncomfortable Squeeze

Life still isn't easy in the narrow space between merchants and banks. Regulators have taken a much sharper pen to the fees that many p...

Investopedia: Verizon, AT&T, And Vodafone - Here We Go Again

Large companies aren't really famous for being good at sharing. With that in mind, the shared ownership of Verizon Wireless between Ve...