Aug 9, 2006 by Stephen D. SimpsonCB&I: Less Iron, More EnergyCB&I is a highly leveraged play on the build-out of more energy infrastructure.
Aug 9, 2006 by Stephen D. SimpsonHow to Double Your MoneySolid companies, proven concepts, strong management teams -- one, two, three, then double.
Aug 9, 2006 by Stephen D. SimpsonMirant Refuses to BoreAdditional asset sales will bring even more liquidity and flexibility.
Aug 8, 2006 by Stephen D. SimpsonValero Prints MoneyConstrained refinery capacity and high oil prices fuel Valero's engine.
Aug 8, 2006 by Stephen D. SimpsonU.S. Physical Therapy Needs to Shape UpReturns on capital are good, but more growth would do wonders.
Aug 8, 2006 by Stephen D. SimpsonWaiting on Fine Figures From MentorFlush with cash, Mentor needs to reinvest in growth.
Aug 8, 2006 by Stephen D. SimpsonOn Firm Footing With EOGCosts are rising and natural gas looks vulnerable, but EOG Resources seems to be underappreciated.
Aug 8, 2006 by Stephen D. SimpsonCan Grey Wolf Separate Itself From the Pack?Can Grey Wolf navigate the seemingly inevitable flattening of dayrates?
Aug 8, 2006 by Stephen D. SimpsonDoes Diversity Devalue Devon?Higher expenses and lower returns in non-U.S. operations might be sitting on valuation.
Aug 8, 2006 by Stephen D. SimpsonEDS Has Its Work Cut OutEDS doesn't seem leveraged to the sweetest spots in the outsourcing world.
Aug 8, 2006 by Stephen D. SimpsonNothing Generic About Teva's PerformanceOnce again, buying on dips returns a tidy profit.
Aug 8, 2006 by Stephen D. SimpsonCan Power Power Fluor Further?Oil/gas projects will start to give way to new power generation projects.
Aug 8, 2006 by Stephen D. SimpsonA Wet Kiss From GoldKistSigns of improvement are emerging in the chicken market, but this still may not be the player.
Aug 8, 2006 by Stephen D. SimpsonAmerican Superconductor: Not Super, YetPatience is mandatory for this industrial biotech, but it could be well-rewarded.
Aug 8, 2006 by Stephen D. SimpsonGoing the Distance With Philippine Long DistanceCompetition and economic instability are threats, but the cash flow seems legit.
Aug 8, 2006 by Stephen D. SimpsonWashington Group Not a Finished WorkGrowth across many segments points to several years of robust growth.
Aug 8, 2006 by Stephen D. SimpsonRent-A-Center Buys GrowthAcquisition gives an already challenged management another task to address.
Aug 7, 2006 by Stephen D. SimpsonAffymetrix: Price Always MattersAffymetrix has legit technology, but that doesn't mean it has infinite value.
Aug 7, 2006 by Stephen D. SimpsonThe Little Beverage Company That CouldFEMSA offers a rare mix of growth, value, cash flow, and international exposure.
Aug 7, 2006 by Stephen D. SimpsonIs HSBC the Go-To Bank for Global Investors?HSBC is big and getting better, but not the best value.
