After having done pretty well for a while now, I was expecting to lose some ground to the major indices this quarter, and that's exactly...
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After having done pretty well for a while now, I was expecting to lose some ground to the major indices this quarter, and that's exactly...
Chasing Nike (NYSE: NKE ) in the footwear business has to be a frustrating exercise for the likes of Adidas (Nasdaq: ADDYY ), Skechers (N...
As an investor and writer with no financial stake in any of the companies involved, watching the message board battles between Arena ( ARNA...
With weak IT spending in hardware and software, it shouldn't come as a huge surprise that conditions have softened in the service area ...
There's maybe no better example of the disconnect between the real world and the stock market than the near-tripling of BlackBerry '...
Make no mistake about what Adobe (Nasdaq: ADBE ) management is thinking – the company's legacy digital media business (Creative Suite...
China's break-neck infrastructure development over the past decade seriously distorted multiple commodity and resource markets, and now...
When I wrote on S&W Seed Company ( SANW ) back in March, I was quite bullish on the prospects for the company, but relatively cautiou...
It has been about a year since I last wrote on Paychex (Nasdaq: PAYX ). Back in 2012 , I suggested that the Fed's actions to stimulate...
More than a year into large-scale efforts to reshape the organization, Progress Software (Nasdaq: PRGS ) is hinting that its transition to...
I appreciate why McCormick (NYSE: MKC ) has almost always carried a premium valuation in the packaged food sector. The company holds effe...
It's been easy to criticize ConAgra (NYSE: CAG ) management over the years, as relatively ham-fisted management of junior varsity bra...
Maybe the markets are getting a bit more rational when it comes to packaged food companies. With many of these stocks up 20% or more over ...
Self-employment is very nearly a universal goal across most industries. While not practical in fields like commercial aviation or nuclear ...
Reputations, good and bad, can be surprisingly sticky. Ultra Petroleum (NYSE: UPL ) has long been lauded for its high-quality operations, ...
Monsanto (NYSE: MON ) generates a huge volume of press and public interest, but the reality is that the public bickering about GM crops h...
Real estate investment trusts (more commonly known as REITs) have long been a favored destination for income-seeking investors, as the ent...
Some day I'll learn to buy the shares of the med-tech stocks I really like before I write them up for Seeking Alpha. Emerging eye care ...
Typically when a writer talks about a company being "under-followed" it means that there are no analysts from big name firms foll...
Using discounted free cash flow as a primary valuation tool comes with certain drawbacks. Looking at the reaction to American Vanguard '...
There are broadly two types of biotech investors - the Wile E. Coyote types who see bargains everywhere and charge bravely after them and t...
One of the predominant issues in telco service stocks right now is the weak growth environment – penetration rates in most developed market...
As I've mentioned in other recent pieces on Investopedia, these are tough times for commodity producers as the incremental Chinese dema...
These are ugly days in the natural resources sector as the bottomless pit that was China's appetite for mined commodities apparently ha...
It's typically a given that undervalued stocks come with a “but”. In other words, there's usually a reason that a stock is trading ...
If you're going to repair and turn around a business, it certainly helps to start with one that wasn't too badly broken to start of...
It isn't easy running a farm nor, by extension, a farming business. Couple that with extensive year-to-year volatility, and that may we...
Investors may be frustrated with some of the decisions that China Mobile (NYSE: CHL ) management has made in recent years, but at least th...
It certainly fits a lot of American stereotypes about France to see the incumbent telecom operator (and leading wireless provider) France T...
There are still bargains to be found here and there in the chip space, but many of these stocks have already rallied over the past year on ...
At the risk of sounding like I'm looking to bash Alcatel-Lucent (NYSE: ALU ), I have been thinking more about the company's recent...
In a process that has taken eight months now, it looks like SoftBank is going to succeed in its attempt to acquire Sprint (NYSE: S ), and ...
Looking at the results this week from Red Hat (NYSE: RHT ), Oracle (Nasdaq: ORCL ), and TIBCO (Nasdaq: TIBX ), it's pretty clear tha...
To take an old cliché of the stock market and twist it around a bit, when a small tech company misses the quarter the question is “what is ...
Apparently MicroPort and Wright Medical (NSDQ: WMGI ) didn't get the memo – American med-tech companies are supposed to buy Chinese m...
I realize that Rule 36 of the internet says that you cannot challenge or question a stock in any fashion without being “secretly short”, bu...
With Cisco (Nasdaq: CSCO ), Juniper (Nasdaq: JNPR ), and Ciena (Nasdaq: CIEN ) all having decent enough recent quarterly reports, things ...
As someone who has almost always had a semiconductor stock in his portfolio, I can tell you that you have to a have a loose screw or two t...
Unfortunately for Jabil (NYSE: JBL ), there's really nothing that this manufacturing specialist can do about the uninspiring demand c...
About six months ago, I profiled an up-and-coming small-cap heavy equipment company that I thought had above-average potential. Since that ...
I live in NASCAR country and it's not that rare to hear the expression "going checkers or wreckers" - meaning throwing cautio...
"Shoulda, coulda, woulda" will probably be my investing epitaph. While there is no shortage of investment advice telling you that...
That big second-half rebound in industrial demand is starting to look weaker and weaker. Although companies like Grainger (NYSE: GWW ) and ...
Although I have tremendous respect for the business that FedEx (NYSE: FDX ) has built, the same cannot be said of my opinion of most analy...
Stop me if you've heard this before – Alcatel-Lucent (NYSE: ALU ) has a bold plan to cut costs, refocus the business, and return the ...
Wall Street analysts and investors can be an exceptionally stubborn bunch, and it sometimes takes several whacks with a 2x4 to make them se...
As I explored almost a year ago in the case of Wal-Mart (NYSE: WMT ) and Amazon (Nasdaq: AMZN ), public perception is a curious thing. Tw...
There's a school of thought out there that the best companies really show their stuff when their sectors come under serious pressure. W...
Value-priced software and technology service companies often struggle to attract and maintain investor attention. To its credit, Amdocs (N...
For much of its history as a public company, FactSet (NYSE: FDS ) shares have frustrated the value and GARP crowds. Now the shares look mo...
While individual/personal bankruptcy is pretty straightforward, the same cannot be said for corporate bankruptcy. Airlines go through bankr...
Investors don't love telecom service providers like they used to, largely due to extreme competition that has made it difficult to grow...
The already-successful new prostate cancer drug Zytiga is not solely responsible for turning around the fortunes of Johnson & Johnson ...
American Vanguard ( AVD ) has long been a volatile small-cap stock. Some of that can be chalked up to the vagaries of the agricultural ch...
At the risk of sounding a bit mean, CareFusion (NYSE: CFN ) doesn't get all that much attention in the market. The company has a soli...
There's a saying in the markets that there's always a bull market somewhere. Along similar lines, it's almost always possible...
Financial writers often lament that shareholders are too passive with respect to exercising their rights to oppose management decisions tha...
Monday is often the day for deals and rumors, and a doozy in the telecom market quickly made the rounds. Depending upon which reports you ...
Rockwood Holdings (NYSE: ROC ) hasn't been shy in talking about its intentions to simplify its operations around its high-quality lit...
Weyerhaeuser (NYSE: WY ) didn't have the luxury of taking it easy on Father's Day, as the company announced a slew of transaction...
Combine a bull market with increasing optimism that major med-tech markets are stabilizing, and it's not so hard to see why stocks like...
C.R. Bard (NYSE: BCR ) has a problem; specifically, a growth problem. While the company has #1 or #2 market share in markets that make up...
Never let it be said that Valeant (NYSE: VRX) management is shy about doing deals. With a roster of past deals including Biovail, Cephalon,...
It feels like Boston Scientific (NYSE: BSX ) has spent the majority of the past decade in a perpetual limbo of ineffectual turnaround. Th...
Medical technology stocks of all stripes have been enjoying a pretty exceptional run in the market, as healthcare has actually been 1 of th...
It wasn't so long ago when diabetes was one of the hot sectors of med-tech where many companies felt they had to have a presence, no m...
In what has become a red-hot stock market for med-tech stocks, it's the rare quality company that hasn't taken part in the rally. ...
Although I had been writing for some time that I thought Edwards Lifesciences (NYSE: EW) was significantly overvalued by the market, I do...
If imitation is the sincerest form of flattery, Natural Grocers ( NGVC ) (also known by its full name of Natural Grocers by Vitamin Cottage...
MetLife (NYSE: MET ) has been one of my favorite financial companies that I don't actually own, and nothing has happened to dim my en...
It doesn't feel like it was all that long ago when National Oilwell Varco (NYSE: NOV ) was a darling in the energy equipment space. Sur...
Having recently examined Arch Coal (NYSE: ACI ) and Cloud Peak Energy (NYSE: CLD ), it's time to examine the largest U.S. coal produce...
I don't think it's an exaggeration to say that some percentage of Freeport McMoRan (NYSE: FCX ) shareholders, or former shareholder...
Multiple sell-side analysts keep talking about the thermal coal recovery, but Wall Street seems to be responding with “that's okay, af...
Larger banks, particularly well-run companies like U.S. Bancorp (NYSE: USB ), haven't been at the top of most investors' buy lists...
General Electric (NYSE: GE ) has been one of my go-to industrial stocks since around mid-2009, and the stock hasn't disappointed in t...
Any significant worries about a failure of the second half industrial recovery thesis seem to have been set aside for Dover (NYSE: DOV ). W...
I've had a love/worry relationship with Archer Daniels Midland (NYSE: ADM ) for a while now, as I do believe that the Street is often ...
Like so many other pharmaceutical stocks, Novartis (NYSE: NVS ) has done pretty well for its shareholders over the past year and solidly be...
Being a South African platinum miner is a pretty miserable existence right now. The contract price of platinum has fallen more than 12% ove...
Life is seemingly never boring for Pandora (NYSE: P ). If investors (or, more likely, sell-side analysts) aren't openly fretting abou...
I've gone back and forth thinking about getting onto Twitter and using that as a platform to link to articles (my own as well as others ...