Jul 31, 2006 by Stephen D. SimpsonMassey Energy Takes Its LumpsA suboptimal operator continues to have operating issues.
Jul 31, 2006 by Stephen D. SimpsonCoventry Has to Fight the TapeInvestors ignored risks a year ago. Now they obsess about them.
Jul 31, 2006 by Stephen D. SimpsonCan Boston Scientific Get It Right?To boost investor confidence, management must first prove itself.
Jul 31, 2006 by Stephen D. SimpsonWellPoint Holds Up WellGoing with quality can soften the blow when a sector goes out of favor.
Jul 31, 2006 by Stephen D. SimpsonInvestors Go Etna on AetnaWall Street hammers this managed-care company after two consecutive disappointments.
Jul 31, 2006 by Stephen D. SimpsonRPM Could Use Another Coat of ValueProven companies don't often trade cheap, and the specialty chemicals company is no exception.
Jul 31, 2006 by Stephen D. SimpsonKinetic Concepts Approaches a Binary OutcomeThe resolution of a patent infringement trial means far more than one quarter's results.
Jul 31, 2006 by Stephen D. SimpsonMining Companies Gone WildMixed-up major mining companies scramble to sort out their M&A activity.
Jul 31, 2006 by Stephen D. SimpsonRadyne: Communications' Rodney Dangerfield?This small cap can't get no respect, despite growth too valuable to ignore.
Jul 31, 2006 by Stephen D. SimpsonTyson Hopes You Feel Like Chicken TonightWorking off a protein glut will take more time.
Jul 31, 2006 by Stephen D. SimpsonA SLAB of Missed OpportunityWatch lists are good; actually buying undervalued stocks on those lists can be priceless.
Jul 31, 2006 by Stephen D. SimpsonITT Offers Some DefenseEconomic cycles come and go, but many of ITT's business are inherently defensive.
Jul 31, 2006 by Stephen D. SimpsonPatience With Plum Creek Paying OffHigh-value land sales and low-value purchases could lead to stronger cash flows.
Jul 31, 2006 by Stephen D. SimpsonNam Tai Gets NailedSlowing sales momentum, declining margins, and questionable guidance are a recipe for trouble.
Jul 31, 2006 by Stephen D. SimpsonCanadian Pacific Brings Up the RearTough volume numbers weigh on results.
Jul 31, 2006 by Stephen D. SimpsonOh the Humana-tyHumana's high-roller strategy seems to be paying off.
Jul 31, 2006 by Stephen D. SimpsonOf Mountains and Molehills at Everest RePremium growth is slow to materialize, but the underlying business continues to improve.
Jul 31, 2006 by Stephen D. SimpsonIngersoll-Rand: Peaking or Promising?Has this industrial conglomerate sold off too sharply?
Jul 27, 2006 by Stephen D. SimpsonA Second Crack at Illinois Tool WorksWhen rates stop going up, this one could perform well.
Jul 27, 2006 by Stephen D. SimpsonOf Mugwumps and UmpquaIf management can drive better returns on the equity base, shareholders will be pleased.
