Mar 3, 2014 by Stephen D. SimpsonBioMarin Pharmaceutical, Inc.: Is This Orphan Drug Specialist Overvalued?Rare diseases have supported a very strong run in BioMarin's stock.
Mar 3, 2014 by Stephen D. SimpsonGlaxoSmithKline PLC: The All-Weather Dividend GiantGlaxo appears built more for sustainability than growth, but that's okay for long-term investors.
Feb 27, 2014 by Stephen D. SimpsonAstraZeneca PLC's Renovation Plan Fully UnderwayAstraZeneca has turned around its pipeline, but the Street has definitely noticed.
Feb 27, 2014 by Stephen D. SimpsonEven With Growth Opportunities Ahead, Is Hospira Overvalued?Hospira's businesses are fundamentally attractive, but the valuation seems to reflect that.
Feb 26, 2014 by Stephen D. SimpsonABB Ltd. Ready to Ride a Capex Recovery A leader in automation and power, ABB should benefit from improving demand in Europe and Asia.
Feb 26, 2014 by Stephen D. SimpsonDoes This Johnson & Johnson Product Have Blockbuster Potential?JNJ's European approval for a renal denervation device was unexpected, but more work needs to be done.
Feb 25, 2014 by Stephen D. SimpsonModest Expectations Still Working in Broadcom Corporation's FavorQualcomm and Intel are serious threats, but Qualcomm's strength in networking and potential in mobile are underrated today.
Feb 25, 2014 by Stephen D. SimpsonLenovo Group Ltd: Taking Short-Term Pain For Long-Term GainLenovo's twin purchases of IBM's server business and Google's handset business will launch a new leg of growth for this under-appreciated company.
Feb 24, 2014 by Stephen D. SimpsonA Whole New Opportunity For Hologic Inc?Hiring Stryker's former CEO could be the right answer to Hologic's growth challenges.
Feb 24, 2014 by Stephen D. Simpson3M Co. Has Abundant Quality, but Are Growth and Value Lacking?3M is one of the best-run large U.S. companies, but short-term growth and valuation concerns could impair performance in 2014.
Feb 24, 2014 by Stephen D. SimpsonA Big Pharma Titan Prepares For the Next GenerationRoche looks to maintain leadership into a new generation of oncology.
Feb 21, 2014 by Stephen D. SimpsonA New Strategy At Allscripts Healthcare Solutions Is Making All The DifferenceA greater focus on customer needs and product quality is leading to stronger bookings at this healthcare IT turnaround story.
Feb 20, 2014 by Stephen D. SimpsonGilead Sciences, Inc on Its Way to Dominating Its Second Multibillion-Dollar MarketGilead is in the early stages of conquering its second huge market.
Feb 20, 2014 by Stephen D. SimpsonMultiple Setbacks May Spell Opportunity at Medtronic, Inc.Clinical disappoints and more aggressive rivals have pushed this large med-tech into value territory.
Feb 19, 2014 by Stephen D. SimpsonBecton, Dickinson & Co Poised To Be A Large-Cap Growth LeaderOften overlooked as a slow-growth share leader, BDX may be one of the best growers in the large cap med-tech space.
Feb 18, 2014 by Stephen D. SimpsonActavis PLC Buys Pricey Lumber with Forest LabsForest Labs will transform Actavis. Whether for good or bad comes down to execution.
Feb 17, 2014 by Stephen D. SimpsonPoor Pipeline Management Imperils Lilly's Future Cash FlowsA lack of strong differentiated new drugs threatens Lilly's long-term growth.
Feb 14, 2014 by Stephen D. SimpsonHigh Expectations for Growth: Is CR Bard Overvalued?Bard has significantly improved its growth outlook, but Wall Street seems a step or two ahead.
Feb 13, 2014 by Stephen D. SimpsonBiogen Idec Inc's Fortress Is Pricey Real EstateBiogen is building an incredible MS business, but expectations are very high today
Feb 13, 2014 by Stephen D. SimpsonCameron International Corporation Getting Its Act TogetherCameron has been struggling with margins, but a pause in order growth in 2014 should help the company catch up and rebuild confidence.
