Feb 21, 2006 by Stephen D. SimpsonDoes Compass Point to Value?Being the low-cost producer in an essential business is a great moat to have.
Feb 21, 2006 by Stephen D. SimpsonHome Depot Keeps BuildingThe hardware warehouse still has plenty of avenues to profitable growth.
Feb 21, 2006 by Stephen D. SimpsonPetrobras Closer to ParityIncreased valuation doesn't change this energy company's high quality.
Feb 21, 2006 by Stephen D. SimpsonA Little Sand in the EYEThe company's transition effort looks messy, but should pay off later this year.
Feb 21, 2006 by Stephen D. SimpsonFashion Risk at Wal-Mart?Overseas growth is good, but will domestic efforts backfire?
Feb 21, 2006 by Stephen D. SimpsonInco Outperforms AgainInco delivered another solid quarter, but who knows where nickel prices are going?
Feb 21, 2006 by Stephen D. SimpsonBHP Billiton: Beyond the BasicsThis global resources giant has fingers in almost every natural resource pie.
Feb 21, 2006 by Stephen D. SimpsonWaste Not, Want Not?Can Waste Connections translate market-leading margins into better returns on capital?
Feb 21, 2006 by Stephen D. SimpsonTriad Hospitals Still AilingBetter days could be ahead for Triad, but they're not here yet.
Feb 17, 2006 by Stephen D. SimpsonA Smackdown for SmuckerThis looks like just another mediocre food company with ho-hum prospects and valuation.
Feb 17, 2006 by Stephen D. SimpsonAtriCure Sends Investors' Hearts AflutterAtriCure addresses a real market, but faces a typically rocky road.
Feb 17, 2006 by Stephen D. SimpsonPlaying Chicken With BucyrusBuy now and you're betting that the equipment cycle has room to run.
Feb 17, 2006 by Stephen D. SimpsonMontpelier Re's Painful LessonAre these shares trading at enough of a discount to be enticing?
Feb 17, 2006 by Stephen D. SimpsonZale: Diamond in the Rough?A fed-up board of directors might be a positive sign.
Feb 17, 2006 by Stephen D. SimpsonLukewarm Soup at CampbellReconciling a well-run but slow-growing food company.
Feb 16, 2006 by Stephen D. SimpsonLab Corp Doesn't Pass the TestLab Corp may be a well-run company, but there just isn't enough room in the stock price.
Feb 16, 2006 by Stephen D. SimpsonWill Baker Hughes Get Cooking Again?Investors are abandoning oil-service stocks, but companies like Baker Hughes continue to grow.
Feb 16, 2006 by Stephen D. SimpsonWorld-Class Investing: Cheaper, Better, EasierFollow these three simple concepts to better stock ideas.
Feb 16, 2006 by Stephen D. SimpsonNot High on LoewsWhile the tobacco, pipeline, and drilling businesses are solid, the large insurance business is less interesting.
Feb 16, 2006 by Stephen D. SimpsonNew Targets for TargetIf Target can start reaping back-office efficiencies, better margins could be on the way.
