May 8, 2006 by Stephen D. SimpsonA Firm Backbone at KyphonMedtronic begins the legal hokey pokey, but Kyphon should continue to grow.
May 8, 2006 by Stephen D. SimpsonA Value on Paper at AbitibiThere are ample risks at this debt-laden paper company, but also potential for real value.
May 8, 2006 by Stephen D. SimpsonGood NaborsBigger customers and longer contracts make Nabors a more interesting play in land-drilling activity.
May 5, 2006 by Stephen D. SimpsonDiebold Not Dead YetThere's ample work to be done, but a good cash-flow cushion is in place.
May 5, 2006 by Stephen D. SimpsonInternational Flavors & Fragrances Not Up to SniffThere's a solid repeatable business here that could be quite attractive at the right price.
May 5, 2006 by Stephen D. SimpsonL-3 and the Future of DefenseL-3 Communications seems to have exactly what the U.S. military is going to need more of in the coming years.
May 5, 2006 by Stephen D. SimpsonAlliant Techsystems Still on TargetThe company's performance is solid, but the stock has had a good run.
May 5, 2006 by Stephen D. SimpsonLCA-Vision: The Best Roller Coaster AroundUnderneath this very volatile stock is a fast-growing business in a fragmented industry.
May 5, 2006 by Stephen D. SimpsonPieces Coming Together for II-VIGood laser activity, better manufacturing efficiency, and lower scrap costs are helping the bottom line.
May 5, 2006 by Stephen D. SimpsonPenn Virginia Takes a PowderEven the best stocks don't go up every day.
May 5, 2006 by Stephen D. SimpsonSanofi-Aventis Waits It OutThis is the hurry up-and-wait part of the story, with product approvals on the way soon, investors hope.
May 5, 2006 by Stephen D. SimpsonEOG Resources Thrives on the MarginsLow-cost operators are always welcome, and this is a low-cost gas producer.
May 5, 2006 by Stephen D. SimpsonFour Seasons Pampers Its InvestorsMore rational expectations may give the stock a chance to outperform.
May 5, 2006 by Stephen D. SimpsonFoxHollow-ed OutWorries about guidance may be giving investors a second crack at this med-tech stock.
May 5, 2006 by Stephen D. SimpsonBiogen Idec Needs a BoosterTysabri had better come back strong, or growth could come up short.
May 4, 2006 by Stephen D. SimpsonAspect Won't Put You to SleepHigh valuation all but guarantees that this stock will see some volatility.
May 4, 2006 by Stephen D. SimpsonA More Realistic Bar for Barr LabsAn unpleasant, but not altogether unexpected drop.
May 4, 2006 by Stephen D. SimpsonSame Gig for RIGCosts and maintenance schedules are a concern, but the market for marine rigs is still tight.
May 4, 2006 by Stephen D. SimpsonBucyrus Takes a BreatherBe careful about trying to pin the tail on the upswing in mining equipment demand.
