Investopedia: Sanderson Farms Riding Investor Enthusiasm For Protein

Investors are certainly feeling a little more carnivorous these days, as optimism over improving prices and margins has pushed the shares o...

Investopedia: Joy Global's Qualty Not The Issue, But The Mining Capex Recovery Is

To its credit, Joy Global (NYSE: JOY ) has done nothing during this cyclical mining equipment decline to shake investor confidence in the...

Investopedia: Uncertainties Keep UnitedHealth In Value Territory

Leave aside the political debates about the Affordable Care Act (aka “ObamaCare”), and it's still very clear that a huge change is com...

Investopedia: EMC Opening Its Wallet And Bracing For The Next Evolution Of The Market

These are busy times for EMC (NYSE: EMC ). It may not look like it, given the sleepy state of the IT hardware market, but like a duck mov...

Investopedia: Avago's Beat-And-Raise Speaks To A Strong Story

There aren't too many beat-and-raise earnings stories in the semiconductor space these days, so Avago 's (Nasdaq: AVGO ) fiscal sec...

Investopedia: Will Improving Thermal Coal Markets Boost Arch Coal?

Until very recently, it seemed like thermal coal producers couldn't buy a break. Utility inventories were well above historical average...

Investopedia: Familiar Challenges, Familiar Opportunities At Chico's

It doesn't really seem to matter what customer or socioeconomic group a retailer targets, it's hard to bring customers in through t...

Investopedia: Smithfield Gets Its Deal, But From A Surprising Bidder

Investors had been agitating for Smithfield (NYSE: SFD ) management to “do something” to increase the value of their shares, and their wis...

Investopedia: Strong Growth Can Help United Natural Foods Grow Into Its Multiple

United Natural Foods (Nasdaq: UNFI ) offers an interesting test-case for two conflicting realities of Wall Street. On one hand, investors...

Investopedia: Brown Shoe Continues Its Turnaround With Sharper Execution

Fairness demands that I open this article on Brown Shoe (NYSE: BWS ) with an admission and an apology – I was wrong about the company'...

Investopedia: The Fresh Market Facing Its First Real Challenge

Every company has growing pains, and what separates the long-term winners from the flash-in-the-pans is how management responds to those c...

Investopedia: A Summer Window Of Opportunity For Altera

With chip companies in the analog (like Analog Devices (NYSE: ADI ), wireless (like Broadcom (Nasdaq: BRCM ), and other spaces reporting r...

Investopedia: Alnylam Basking In Orphan Drug Attention

It's been a pretty wild ride for Alnylam (Nasdaq: ALNY ) shareholders, even by the elevated standards of biotechnology. Once thought t...

Investopedia: Tiffany Logs A Big Beat, But Fiscal 2014 Still A Work In Progress

I suspect that Tiffany (NYSE: TIF ) is over-hyped as a bellwether for the consumer confidence of the well-to-do, but the reality is that ...

Investopedia: Scotiabank's Balanced Model Continues To Deliver

Each of the Canadian Big Five banks has its own strategy to diversify its growth outside of the Canadian banking market. In the case of Ban...

Investopedia: Seadrill Still In Motion, But Delivering Better Utilization And Dividends

Although I've had some issues with Seadrill's (Nasdaq: SDRL ) aggressive (and highly levered) business plan, one thing really hasn...

Investopedia: AstraZeneca Looks To Fish Oil To Round Out Its Cardio Portfolio

Investors waiting for M&A activity in the controversial purified pharma-grade fish oil market got some Tuesday morning, but probably n...

Investopedia: Cost Discipline Driving The Story At PNC Financial

Sometimes it seems like the markets are against you as an investor. While PNC Financial (NYSE: PNC ) issued a strong first quarter report, ...

Investopedia: Lenovo Still Far From Getting Its Due

Every investor knows that China has seen a significant economic slowdown over the past year or so. Likewise, the ongoing struggles of the P...

Investopedia: Pandora Goes Up To 11

Seeing the performance of internet stocks like Facebook (NYSE: FB ) and Pandora (NYSE: P ), I really need to remember to eat my own cooki...

Investopedia: Salesforce.com Still Growing And Still Expensive

Cloud software and services continues to take share in the enterprise IT market, and Salesforce.com (NYSE: CRM ) remains a major player wi...

Investopedia: Marvell Unloved, But Does That Mean Undervalued?

It's hardly news to say that Wall Street plays favorites and in doing so sometimes goes well past the bounds of reality with respect to...

Investopedia: If Investors Won't Buy Retailers, Private Equity Will!

While 2013 has been a very strong year for many consumer stocks, retailers have quite noticeably not gone along for the ride. Just as natu...

Investopedia: Hormel Transforming, But Valuation Already Ahead Of It

Within the food and beverage sector there are certain stocks that just never get all that cheap, leaving investors with the uncomfortable ...

Investopedia: It's Still Miller Time In The Emerging Markets

A wide range of consumer stocks have enjoyed very strong runs in the market, and alcoholic beverage companies like Diageo (NYSE: DEO ), Anh...

Investopedia: After Some Preening, American Eagle Could Fly Again

A retailer's work is never done. Even if a company has the store footprint it needs and has its brand identity/merchandising dialed in,...

Investopedia: Cost Improvements Are Good, But Hewlett-Packard Needs Revenue Growth

With Hewlett-Packard (NYSE: HPQ ) shares up almost 100% from the November 2012 lows, it seems pretty clear that Wall Street has bought in...

Investopedia: Ultratech Knocked Back, Not Knocked Out

For all of the times I lament stocks that got away, I've been lucky enough over the years to benefit from second chances as well. Semic...

Investopedia: Lowe's Had Better Start Improving

It seems like a fuzzy memory now, but Lowe's (NYSE: LOW ) was once seen as the superior operator to Home Depot (NYSE: HD ) on the big...

Investopedia: Can Intuit Get Back Into Wall Street's Good Graces?

For a company to not be taking part in this strong bull market, particularly when its revenue and earnings are growing, tells you somethin...

Investopedia: The Recovery Proving Slow To Arrive For Analog Devices

Since Analog Devices (NYSE: ADI ) reports off the normal calendar cycle, the company's earnings reports can serve as a sort of “mid-q...

Investopedia: NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

Tech is in the dumps. That's not really new or controversial, as even Cisco 's (Nasdaq: CSCO ) report was not all that strong in abs...

Investopedia: Medtronic Still Reporting Weak Growth, But A Relatively Rare Bargain

Bargains are getting harder and harder to find in the med-tech sector these days, and with Medtronic (NYSE: MDT ) sporting a double-digit E...

Investopedia: After A Big Rally, It's Up To Renew Blue For Best Buy

It wasn't so long again when the buy/avoid decision on Best Buy (NYSE: BBY ) came down to the relatively simple discussion of whether ...

Investopedia: Home Depot Continues To Rack Up Impressive Numbers

When a company finally gets its operational ducks in a row, the performance can be impressive. Couple that with a rising tide of improving...

Investopedia: Roche, Reloaded

There's a saying that you'll hear used with perennially successful sports franchises – they don't rebuild, they reload. That co...

Investopedia: A Good Deal For Actavis, But Warner Chilcott Goes A Little Cheap

Confirming a pretty active recent rumor mill in the generic and specialty drug space, Actavis (NYSE: ACT ) announced on Monday that it had ...

Investopedia: Strategically-Challenged Websense Gets A Fair Deal

For a company that has been struggling with a multi-year identity crisis, Websense (Nasdaq: WBSN ) got a pretty good deal Monday morning. ...

Investopedia: Elan Continues To Make Baffling Strategic Decisions

When Elan (NYSE: ELN ) announced back in February that it was selling its interests in Tysabri to Biogen Idec (Nasdaq: BIIB ) my biggest ...

Investopedia: Campbell Soup Shows That Shoppers Are More Price-Sensitive Than Investors

This has been a banner year for investors in consumer product companies, particularly staples like packaged foods and beverages. What makes...

Investopedia: After A Big Rally, Pfizer Might Need Some Rest

Big Pharma has enjoyed an exceptional stretch of performance lately, reversing what had been a relatively rare period of underperformance ...

Investopedia: Yahoo! Adds Tumblr, But Is This Another Underpants Gnome Deal?

Whether it's because of my Wall Street background or it's just legitimately funny on its own, the Underpants Gnome episode of South...

Investopedia: Kohl's Could Work For A Trade, But It's In A Brutal Business

Retailers have to try to pick winners, and whenever a company builds its model upon picking winners it's just a matter of “when” (not “...

Investopedia: Brocade's Uncertain New Direction

As Brocade (Nasdaq: BRCD ) struggles to go anywhere, new management realizes that the company can't simply operate as it always has. ...

Investopedia: How Much Further Can Value Carry Autodesk?

I've been a little surprised by Autodesk 's (Nasdaq: ADSK ) performance over the past nine months or so. While I've long liked ...

Investopedia: Should Investors Hang Around For More From Applied Materials

From the fall of 2012 until very recently, my bullish call on Applied Materials (Nasdaq: AMAT ) finally started to pay. Shares rose nearly...

Investopedia: Frear Of Cisco Leads The Market To Abandon Aruba Networks

It was only nine days ago that investors were left speculating as to whether Aruba 's (Nasdaq: ARUN ) weak fiscal third quarter meant th...

Investopedia: Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales

It's no secret that a meaningful percentage of the country's retail business goes on under the roof of Wal-Mart 's (NYSE: WMT ) ...

Investopedia: Cisco Comes Through, But Times Are Still Tough

With so many negative earnings reports for the first quarter, expectations for Cisco 's (Nasdaq: CSCO ) quarter were pretty modest. As ...

Investopedia: Kohl's Could Work For A Trade, But It's In A Brutal Business

Retailers have to try to pick winners, and whenever a company builds its model upon picking winners it's just a matter of “when” (not “...

Investopedia: If You Don't Mind Volatility, Deere Could Still Do Alright

Deere (NYSE: DE ) is a curious stock. It seems all too common for investors to bid these shares up into earnings (up about 12% this time)...

Investopedia: Investors Already Thinking Recovery For Cummins

Seeing as it is no simple task to find a company with the right mix of good management, competitive products, and attractive long-term mark...

Investopedia: Agilent Isn't Making It Easy On Investors

It's getting harder for me not to view Agilent (NYSE: A ) as something like the store-brand version of Danaher (NYSE: DHR ). It's...

Investopedia: BP Looks Cheap, But A Lot Of Improvements Have To Come Through

The energy sector has been in a rut for a while now. Despite some decent one-off performances, energy screens as one of the worst performer...

Investopedia: Waiting For Housing To Recover, Valspar's Recovery Already Arrived

Data on the residential housing market has been getting better. Prices and sales activity have both improved, and data from the major big-b...

Seeking Alpha: LipoScience Gives Its Shareholders Chest Pains

There's a good reason that I always include the warning that small-cap med-techs carry above average risks, and LipoScience ( LPDX ) d...

Investopedia: Chipotle Executing Well, But Valuation Leaves No Margin Of Error

Investors can be slow to abandon their favorite growth stocks, particularly when management has shown itself able to execute at a high lev...

Investopedia: Danaher Proves Even The Nimble Can Stumble

I don't want to sound like too much of a fan-boy when it comes to Danaher (NYSE: DHR ) (many, if not most, sell-side analysts seem lov...

Investopedia: Roper A LIttle Short On Growth, But A Proven Builder Of Value

As much as investors and analysts talk about growth, you'd think that would be the be-all end-all of stock selection. The data tells a...

Investopedia: BorgWarner Still In A Long-Term Growth Lane

It has been nearly a year since I last wrote on BorgWarner (NYSE: BWA ), but in the intervening months a lot of my predictions seemed to c...

Investopedia: ABB Performing Well, But A Big Change Is Coming

This earnings season had been setting up quite well for ABB (NYSE: ABB ). Though there was some consternation that the company had overpaid...

Investopedia: Advanced Energy Industries Hanging On For The Turn

There's a quote you will hear once in a while around racing tracks that goes “to finish first, first you have to finish”. Given the nas...

Investopedia: It Should Be Up From Here For Eaton

The whole point of equity investment to assess, and discount, the value of tomorrow's earnings into today's dollars. To that end, E...

Investopedia: The Market Seems Unwilling To Let Yum! Brands Stay Cheap For Long

When I last wrote on Yum! Brands (NYSE: YUM ) in early February, I thought the shares were cheap relative to the long-term value but like...

Investopedia: Middleby Keeps Sticking To A Successful Recipe

Remaining faithful to a value-oriented philosophy sometimes leaves you feeling like you're rooting for certain companies to stumble. Ta...

Investopedia: ArcelorMittal Looks Like A Good House In A Really Tough Neighborhood

Although the U.S. mini-mill companies Nucor (NYSE: NUE ) and Steel Dynamics (Nasdaq: STLD ) have beaten the market over the past year, the...

Investopedia: Little Left To Dendreon But The Hope Trade

Biotech investors are a stubborn and hopeful lot, and many of them will never give up the ship. While confidence and patience are admirable...

Investopedia: Nvidia Still Too Cheap And Still Very Controversial

At the risk of sounding like a Dos Equis commercial, I don't always write about Nvidia (Nasdaq: NVDA ), but when I do, I'm usually...

Investopedia: Adasuve Deal Is Very Good For Alexza, But What About Teva?

It was just a week when I wrote that Teva Pharmaceutical (NYSE: TEVA ) seemed undervalued on the basis of its probable free cash flow (FCF)...

Investopedia: Overheated Expectations Send Rackspace Investors To The Torture Chamber

Successful investing demands a careful balance between confidence in your own subjective analysis and a willingness to acknowledge that you...

Investopedia: Groupon Shows Some Vigor, But Much Work Waits To Be Done

Everything is relative in the stock market, and it's important to keep Groupon 's (Nasdaq: GRPN ) performance in context. Yes, Grou...

Investopedia: Is Microsoft Hitting Up Barnes & Noble For Some Nook(ie)?

Even though Barnes & Noble (NYSE: BKS ) still sports a billion-dollar enterprise value , investors and analysts have hardly been bullis...

Investopedia: Another Negative Fish Oil Study Adds To Amarin's Marketing Challenges

Nothing has come easy for Amarin (Nasdaq: AMRN ). This manufacturer of the ultra-pure fish oil (EPA in particular) treatment Vascepa has ...

Investopedia: Better Margins Are Nice, But Are Green Mountain Investors Too Excited About The Starbucks Deal?

For better or worse, Green Mountain Coffee Roasters (Nasdaq: GMCR ) is never a boring stock to watch. Caught in a tug-of-war between bulls...

Investopedia: After The Hurricane, Is It Safe To Visit Aruba Networks?

There's a pretty good rule of thumb that applies to swimming and diving – if you can't see the bottom, don't dive in -- and thi...

Investopedia: Whole Foods Back On Pace

There will come a time when this is no longer true, but it still seems to be the case that Whole Foods (NYSE: WFM ) is a stock you want to ...

Investopedia: Amgen Chased By The Bubble

There are two relatively heated debates that bear directly on Amgen (Nasdaq: AMGN ) and its stock. First, is Amgen still really a biotech,...

Investopedia: Recent Financials May Not Be Entirely Fair To Hologic

I have no qualms with those who believe it is the responsibility of the management of public companies to communicate clearly and accuratel...

Investopedia: Disney Does It Again

As I said in my last write-up of Disney (NYSE: DIS ), there's an element of predictable unpredictability to this company and that ca...

Investopedia: Mondelez Isn't As Good As Nestle, But Priced Like It Is

While I realize that Wall Street typically prices stocks on the basis of what investors believe a company will look like in the future, I...

Investopedia: Emerson - More Realistic, But Not Necessarily Better

I've commented before that Emerson Electric (NYSE: EMR ) is an “it's always something” company – there's always something going...

Investopedia: Johnson Controls Has A Lot Of Improving Left To Do

One of the investment and corporate finance topics that has been getting more airtime recently is the notion of “peak margins” - the idea t...

Investopedia: Broadcom Has To Play Offense And Defense

Once a darling of the floundering chip space, smartphone chip stocks have had a rather rough time of it over the past year or so. Avago (N...

Investopedia: Sysco's Reputation Seems More Durable Than Its Growth

When a stock holds enduring favor with a patient investor base and the stock is part of a sector that has enjoyed a big upswing in investor...

Investopedia: Ingersoll-Rand Improving, But Are Investors Already Too Optimistic?

I will say right from the beginning that I haven't been a fan of Ingersoll-Rand (NYSE: IR ) for some time now. While the involvement of...

Investopedia: BMC Software Shows Again That Getting Full Value Is Tough Without Growth

It's hard to call the last few years a nightmare for BMC Software (Nasdaq: BMC ) shareholders, but dishwater-gray mediocrity doesn...

Investopedia: Will Tyson Serve The Bulls Or Serve Up The Bulls?

It's really too bad that Tyson Foods (NYSE: TSN ) doesn't offer a breaded or Buffalo-style crow, as I have to eat a plateful of i...

Investopedia: Zions Bancorp Will Likely Find It Harder From Here

One of the biggest trends in bank stocks over the past 18 months or so has been the relative outperformance of bank stocks where the predo...

Investopedia: Simpler Looks Better For First Horizon

It was all too common during the bubble years that began almost a decade ago to see quality community or regional banks de-prioritize their...