Seeking Alpha: Old Faithful Portfolio Recovery Associates Does It Again

The kind of performance Portfolio Recovery Associates ( PRAA ) delivers just doesn't get boring. Although debt recovery is not a well...

Seeking Alpha: In-Line Doesn't Cut It For NuVasive

Small-cap spine specialist NuVasive ( NUVA ) may have reported basically in-line numbers for the second quarter, but that's not helpi...

Seeking Alpha: Wall Street Wants To Like Headwaters, But Should You?

I think everybody has a relative that won't ever let you get past who/what you used to be - it's probably one of those shared human...

Investopedia: After A Sharp Pullback, Is Allergan Pretty Enough?

With its very strong (and lucrative) positions in markets like aesthetics (including the well-known Botox), eye care, device-based plastic...

Investopedia: Is Cummins Building For Bigger Things?

Modeling and assigning a fair value to Cummins (NYSE: CMI ) is not a particularly easy task. It's hard to find a better company in th...

Investopedia: Does Amgen Deserve To Be Part Of The Biotech Bull Run?

For as much as the sell-side seems to complain about Amgen (Nasdaq: AMGN ), it doesn't seem to have resulted in the company missing ou...

Investopedia: If Alcatel Can Keep This Up, The Turnaround Can Work

These are still very early days, but if the second quarter is any sign, Alcatel-Lucent 's (NYSE: ALU ) latest restructuring efforts may...

Seeking Alpha: Slow Capex Demand At Manitowoc Not Bothering The Street

I happen to be a big believer in the idea that subjects like psychology, philosophy, and theology can have real-world investing application...

Seeking Alpha: Is Lincoln Electric's Stumble Another Chance To Buy?

Sooner or later, there will be a point when buying Lincoln Electric ( LECO ) on weakness doesn't make sense, but I don't think we...

Investopedia: Better Margins Can't Hide Merck's Growth Challenges

In spite of pretty weak top-line results, pharma companies like Merck (NYSE: MRK ), Pfizer (NYSE: PFE ), and Bristol-Myers (NYSE: BMY ) ...

Investopedia: Pfizer Looking A Little Tired

At some point this bull market in all things health care will fade out, and I wonder if Pfizer (NYSE: PFE ) shares will maintain this sort ...

Investopedia: BRF SA Serves Up A Feast For Investors

For reasons completely unknown to me, Investopedia editors chose to change the company name to "BRF SA" instead of Brasil Foods......

Seeking Alpha: Forget The Temporary Worries, Lenovo Built To Continue Winning

Every time a new consumer tech gadget comes out, it seems like investors forget a simple a rule - sooner or later, everything becomes a co...

Seeking Alpha: Commercial Vehicle Still Idling

Unlike truck builder PACCAR ( PCAR ) and commercial vehicle engine builder Cummins ( CMI ), Commercial Vehicle Group ( CVGI ) has yet to...

Investopedia: America Movil Sees An Uptick, But Strategy Still Uncertain

Investors in large Latin American mobile phone service provider America Movil (NYSE: AMX ) have gotten a respite lately from the worries a...

Investopedia: Fear Dominating The Broadcom Story

A lot of what has worried Broadcom (Nasdaq: BRCM ) analysts and investors appeared to come home to roost with the company's latest ea...

Investopedia: Markets Playing Tetherball With F5 Networks

When I last wrote on F5 (Nasdaq: FFIV ) in early June , I still liked the prospects for the company and its shares, but I warned that it...

Investopedia: Roche Delivering Leverage, But Needs Diversification

These remain good days for Swiss drug and diagnostics giant Roche (Nasdaq: RHHBY ), as the company continues to see double-digit growth ac...

Seeking Alpha: Facing Up To A Bad Call On Synovus

Admitting mistakes is never fun, but if you're going to write about stocks in public fora it is a part of the job description. Four mon...

Investopedia: Starbucks Shows Why It's Starbucks

Alright, Will Ashworth, you win this round! One quarter ago, fellow Investopedia writer Will Ashworth took issue with me seeing limited appr...

Investopedia: Wall Street Happy To Hum La AbbVie En Rose

For a business that seemed to be oft-maligned when it was still part of Abbott Labs (NYSE: ABT ), AbbVie (Nasdaq: ABBV ) has done pretty ...

Investopedia: Celgene Only Getting Started, But The Street's Already Looking Ahead

Celgene (Nasdaq: CELG ) has been consistently profitable for a while, which is rare enough in the biotech space. What stands out to me wi...

Investopedia: Is Cameron Seeing The Beginning Of The End, Or The End Of The Beginning?

In the larger context of offshore energy equipment companies, Cameron 's (NYSE: CAM ) weak second quarter wasn't unique. Even so, t...

Investopedia: At A Minimum, Amazon Is Consistent

Although Amazon (Nasdaq: AMZN ) is not close to being my favorite internet stock, it's hard for me not to admire the company on multipl...

Seeking Alpha: LSI Still Undervalued, As It Shows Hints Of What Lies Ahead

It was six months ago to the day that I wrote about the potential for LSI ( LSI ), highlighting both the upside if the company executed o...

Investopedia: ABB Gets Dinged On Orders, But Is It Timing Or Something Worse?

As more industrial companies report, what had originally looked like a pretty good quarter is looking increasingly mixed. While companies w...

Investopedia: 3M Okay On Growth, But Margins A Growing Worry

For a company that trades largely on the basis of being a defensive stock with strong margins, 3M 's (NYSE: MMM ) repeated margin weakn...

Investopedia: Has Facebook Crossed The Mobile Threshold?

There never seems to be a middle ground on Facebook (NYSE: FB ), as opinions run very hot or cold based on the latest data point (real or...

Investopedia: Qualcomm Delivers, But Clouds Are Building On The Horizon

Leading wireless chip company Qualcomm (Nasdaq: QCOM ) delivered a pretty good set of results for its fiscal third quarter, but that stan...

Investopedia: EMC May Be Stronger Than It Looks

So far, this is looking like a quarter where the IT hardware space is still in rough shape, but not quite as bad as feared. That's good...

Seeking Alpha: Spectranetics Has Multiple Attractive Opportunities, But Will They Execute?

I've had a love/hate relationship with Spectranetics ( SPNC ) for more than 15 years now. I've always loved the potential of the ...

Seeking Alpha: AmSurg Has Surged Far Enough

The uncertainty in the healthcare services space created by the Affordable Care Act, sequestration, Medicare policies, and the economy has...

Investopedia: What's The Glide Path For Apple's Margins?

Wall Street is a quarter-to-quarter world, and that means analysts are always going to obsess over the unit and ASP numbers for Apple 's...

Investopedia: PepsiCo Has Caught Up, Now It Needs To Outperform

Even though PepsiCo (NYSE: PEP ) is routinely lashed for not being Coca-Cola (NYSE: KO ), I wrote earlier in this year that I thought the...

Investopedia: Caterpillar's Numbers Look Ugly, But That Was Expected

Even though the mining and construction markets stubbornly refuse to get better as quickly as analysts want them to, there's still a “w...

Seeking Alpha: Gravity's Only A Theory With Neogen

Neogen ( NEOG ) is one of the more remarkable med-tech companies out there, but I'll bet it's all but unknown to a large swatch o...

Seeking Alpha: Federal Mogul Could Still Have More Under The Hood

If you bought Federal-Mogul ( FDML ) shares in March or April of this year, then you certainly deserve to bask in the success of taking a...

Investopedia: United Technologies Still Has Plenty of Runway

Not unlike Honeywell (NYSE: HON ) and General Electric (NYSE: GE ), United Technologies (NYSE: UTX ) has built its business to take adva...

Investopedia: Texas Instruments Just Out Of The Starting Blocks

I'm not going to say that every part of the semiconductor space is back on track, but the earnings and guidance that coming suggests th...

Investopedia: Illinois Tool Works Comes Up Short On Growth

Margins typically drive industrial stocks over the long term, but growth can certainly impact share prices on a more short-term basis. That...

Investopedia: Netflix Results Are Always About Tomorrow

Subscription video service Netflix (Nasdaq: NFLX ) posted good results relative to Wall Street expectations, but once again it's the ...

Seeking Alpha: LMI Aerospace Neither A-OK Nor DOA

Based on the comments managements have made with the earnings reports from companies like Honeywell ( HON ) and General Electric ( GE ), i...

Seeking Alpha: Hancock Holding Needs To Marry Better Performance With Its Good Footprint

While speculating on where people are going to want to live in five, 10, or 20 years' time may be enjoyable as a thought-exercise, it...

Investopedia: Expectations, Not Operations, Weighing On Halliburton

Going into this quarter, I had wondered whether expectations for Halliburton (NYSE: HAL ) were running a little hot and whether that might...

Investopedia: McDonald's Has Eased Off, But Hardly Cheap

It seems as though gravity is finally weighing on the valuations in the consumer space, as stocks like Nike (NYSE: NKE ), Coca-Cola (NYSE:...

Investopedia: The AMD Story Sounds Very Familiar

There is a group of tech companies out there whose greatest accomplishment is simply staying in business over the span of decades. Advanced...

Investopedia: Schlumberger Leads The Way, Like It Usually Does

There are lively debates to be had about whether it's better to own the leaders or laggards as a sector bottoms, the idea being that th...

Investopedia: Ingersoll-Rand Outperforming As Management Hits Its Marks

Credit were credit is due – Ingersoll-Rand (NYSE: IR ) has been in a seemingly never-ending state of restructuring since 2008, but manage...

Investopedia: Baker Hughes Still Playing Third Fiddle

You don't have to the biggest or the best to succeed in energy services, but you do have to execute on the opportunities in front of yo...

Investopedia: Honeywell Rewarding Wall Street's Enthusiasm

Wall Street has turned very positive on industrial conglomerate Honeywell (NYSE: HON ), to the tune to of a market-beating 12% rise over t...

Investopedia: GE Delivers Some Much-Needed Normalcy

General Electric (NYSE: GE ) hasn't been looking all that “GE-like” in recent quarters, and investors have reacted badly to soft marg...

Investopedia: Stryker Seems Back On Track

It's hard to call the current state of the med-tech world healthy, but some companies are definitely starting to do better. Prominent a...

Investopedia: Another Bad Quarter Highlight's Microsoft's Growth-Vs-Value Problem

Just when you think you've found a fool-proof business, a better fool evolves to mess things up. I've long thought that Microsoft (...

Investopedia: Google Building For A Bigger Future

My first boss on Wall Street (and a long-time friend ever since), Archie Smith, used to say “What do you want, egg in your beer?” when face...

Investopedia: Intuitive Surgical Burning Up On Re-Entry

Surgical robotics leader Intuitive Surgical (Nasdaq: ISRG ) consistently posted exceptionally strong growth for a long period of time, ga...

Investopedia: Is This The Turn For Check Point?

Waiting for the right time to jump into Check Point Software (Nasdaq: CHKP ) was a trying exercise as the company's product revenue gr...

Investopedia: Even IBM Subject To Gravity

Strong market share in a variety of hardware, software, and IT service markets makes IBM (NYSE: IBM ) a great company, but it doesn't ...

Investopedia: Concerns About Near-Term Results Only The Appetizer For Intel

Wall Street is infamously myopic with companies and stocks, and that obsession about the next quarter seems even sillier in the case of a ...

Investopedia: BB&T In Good Shape With Credit, But Growth Is Iffy

Southeast regional bank BB&T (NYSE: BBT ) definitely got the memo this quarter about the themes being higher fee income and lower cre...

Investopedia: Dover Does A Little Better

Dover (NYSE: DOV ) is doing nothing to contradict the notion that this company may be one of the better organic growth stories in the indu...

Investopedia: eBay Seems Undervalued, But Wall Street Will Need Convincing

It has to be a source of frustration to some investors that Amazon (Nasdaq: AMZN ) can basically ignore margins and cash flow and get awa...

Investopedia: Where Do The Bears Go Next With St. Jude Medical?

In a sell-side world where Underperform/Sell ratings are pretty rare, is a bit of exception, as several analysts have either recommended th...

Seeking Alpha: Non-Core Ops Nail First Cash In Q2

First Cash Financial Services ( FCFS ) has been a solid growth stock for quite some time now, delivering better than 17% annual revenue g...

Investopedia: Abbott Labs Making Progress On Margins, Now It Needs More Growth

Since making the split from AbbVie (Nasdaq: ABBV ), Abbott Labs (NYSE: ABT ) has had something of a mixed debut. The stock has not only l...

Investopedia: Bank Of America Brings The Growth

Nobody likes to be wrong, but I have to admit that I have significantly underestimated just how willing investors would be to pay up for Ba...

Investopedia: Weak Profits Don't Help The Case For U.S. Bancorp

Bank stock investors don't seem so concerned with quality these days as they do near-term growth prospects, and that's bad news for...

Investopedia: CSX On Target, But Hard To Find A Reason To Pay Up

Although rail stocks have come a bit off their highs, particularly the eastern operators, Wall Street still remains pretty bullish on the ...

Investopedia: Yahoo! Still Needs To Generate Better Intrinsic Value

A year into her tenure as Yahoo! 's (Nasdaq: YHOO ) CEO, Marissa Mayer may have ruffled a few feathers, but Yahoo!'s feathers were...

Investopedia: Drugs Driving JNJ, With Slow Progress In Devices And Consumer

Another quarter is in the books, and not all that much has changed at healthcare giant Johnson & Johnson (NYSE: JNJ ). The company...

Seeking Alpha: Too Many Questions To Get Comfortable With PhotoMedex

Sometimes you go into researching a company expecting to find one thing, and you come out with a completely different idea of a company. W...

Investopedia: Even When Coca-Cola Stumbles, It Does Okay

If this is what a bad quarter from Coca-Cola (NYSE: KO ) looks like, it's not hard to see why the stock carries a rich multiple. Even...

Investopedia: Absent Higher Rates, Comerica Has Probably Gone Far Enough

Comerica (NYSE: CMA ) is a curious bank in multiple respects. Although it has a sizable commercial loan book, the net interest margin isn...

Seeking Alpha: Software AG - All The Buzz, But Can It Deliver The Honey?

If you're a software company these days, you pretty much have to be positioned for Big Data, Cloud, Mobile, and Social/Collaboration to...

Seeking Alpha: Bank Of The Ozarks Growing Gangbusters, But Not At All Cheap

For as long as I've followed Arkansas's Bank of the Ozarks ( OZRK ) (which is quite a few years now), I've been very impressed...

Investopedia: Abbott Adds Two Promising Products

Abbott Labs (NYSE: ABT ) has never been shy about using M&A to build its business, and it was generally assumed that more deals would ...

Investopedia: Intermodal Growth Continues To Push J.B. Hunt Higher

Sometimes it's tempting to just say “okay, valuation doesn't matter”, throw caution to the wind, and go into a growth story like J....

Investopedia: Yara Built To Last, But Looking At A Downturn In The Cycle

Norway's Yara International (Nasdaq: YARIY ) is no run-of-the-mill commodity company. Not only is the largest supplier of mineral fer...

Investopedia: AT&T Makes One Small Step For Leap

Maybe AT&T (NYSE: T ) was insurmountably frustrated in its rumored attempt to buy all or part of Telefonica (NYSE: TEF ), or maybe th...

Investopedia: Citigroup Continues The Theme Of Decent Big Bank Earnings

Not to be left behind by JPMorgan (NYSE: JPM ) and Wells Fargo (NYSE: WFC ), Citigroup (NYSE: C ) announced a respectable set of results...

Seeking Alpha: Schneider Bids For Invensys, Throws A Big Rock In The Pool

Whenever you throw a rock into a pool, you produce ripples. So too will Schneider Electric ( SBGSY.PK ), I think, with its announced bid fo...

Seeking Alpha: AngioDynamics Stronger Than It Looks, But Not So Cheap

When AngioDynamics ( ANGO ) reported last night, it brought a challenging fiscal year to close for this small med-tech company. A combina...

Investopedia: So Long, Spreadtrum

Spreadtrum 's (Nasdaq: SPRD ) time as a publicly-traded semiconductor company wasn't all that long, and it certainly wasn't al...

Investopedia: Infosys Hints At What It Can Do

Once a growth darling and a play on the rise of outsourcing, Infosys (Nasdaq: INFY ) has had a rougher go of it over the past few years an ...

Investopedia: Wells Fargo Managing The Slowdown Quite Well

Like it's larger rival JPMorgan (NYSE: JPM ), Wells Fargo (NYSE: WFC ) delivered a solid, better-than-expected second quarter on Frid...

Investopedia: JPMorgan Seeing Strong Credit, But Iffy Growth Momentum

The expectation for most banks this year has been that core growth will be challenging given low rates and competitive lending markets. Tho...

Investopedia: Will The Recovery Underwhelm Linear Technology Investors?

Analog chip companies have largely been marking time this year, with individual stock performances bracketing the performance of the S&...