Feb 14, 2006 by Stephen D. SimpsonFrom Laughing Gas to Tear GasUltra Petroleum is a top-tier independent producer -- with top-tier valuation.
Feb 13, 2006 by Stephen D. SimpsonWill Syneron Defy History?Publicly traded laser companies have a legacy of failure; will Syneron manage to turn that tide?
Feb 13, 2006 by Stephen D. SimpsonAgilent Still Measures UpManagement has gradually carved Agilent into a well-run player in the measurement and test markets.
Feb 13, 2006 by Stephen D. SimpsonResMed Might Need OxygenStrong market share in a fast-growing and underserved market is great, but not at this price.
Feb 13, 2006 by Stephen D. SimpsonWin, Lose, or Nam TaiNam Tai is still winning the race between revenue growth and margin deterioration.
Feb 13, 2006 by Stephen D. SimpsonAn Electric Quarter for EmersonHas price outstripped value for this conglomerate?
Feb 13, 2006 by Stephen D. SimpsonWill Anadarko Measure Up?Anadarko may be a relative value, but other energy stocks look better.
Feb 13, 2006 by Stephen D. SimpsonSymyx's Formula for Success: WaitThe sizzle here is enticing, but be careful not to get burned.
Feb 13, 2006 by Stephen D. SimpsonWill LP Investors Get Board?New housing activity will likely have a lot to say about Louisiana-Pacific's future growth.
Feb 13, 2006 by Stephen D. SimpsonBerkley Built to SucceedW.R. Berkley is a top-notch specialty insurer, but watch out for that valuation.
Feb 13, 2006 by Stephen D. SimpsonA Caning From AlcanPersistent enthusiasm for aluminum has these shares much higher.
Feb 10, 2006 by Stephen D. SimpsonFlaws to Fix at CoventryShares could improve if management shores up the company's weak spots.
Feb 10, 2006 by Stephen D. SimpsonAssurances From MetLifeMore solid performance at the largest U.S. life-insurer.
Feb 10, 2006 by Stephen D. SimpsonUTStarcom Still a MessA contract revenue recognition problem serves as a reminder of the management quality issues here.
Feb 10, 2006 by Stephen D. SimpsonA Lump From Arch CoalFalling gas prices and lower guidance have investors undermining these shares.
Feb 10, 2006 by Stephen D. SimpsonSybron's Gap-Toothed GrinWell-run and widely regarded dental franchise Sybron just looks too expensive.
Feb 9, 2006 by Stephen D. SimpsonMylan: Generic Drugs, Premium PriceMylan Labs is a fine company with a rich pipeline -- and an expensive stock.
Feb 9, 2006 by Stephen D. SimpsonGrowth Not Enough for Smith & NephewThis orthopedic company has market-leading growth, but just not enough cash flow.
Feb 9, 2006 by Stephen D. SimpsonAexcellence From AetnaLow medical costs and good cash flow make this one worth watching.
Feb 9, 2006 by Stephen D. SimpsonAlcon Makes Traders CryDisappointing guidance lets some of the air out of the valuation, but not enough.
