Feb 12, 2014 by Stephen D. SimpsonEMC Corporation's Transition Issues Have It Stuck in a Value TrapEMC's market share and undervaluation take a back seat as the market frets over the evolution of the storage market.
Feb 12, 2014 by Stephen D. SimpsonNovo Nordisk A/S's Brief Value Run Seems OverNovo Nordisk has a fortress franchise in diabetes, but how much should investors pay for a fortress these days?
Feb 11, 2014 by Stephen D. SimpsonAmgen Inc's Deep Pipeline Offsets Some of the Price RiskAmgen's high-quality pipeline offsets some of the sector-wide price risk.
Feb 11, 2014 by Stephen D. SimpsonDanaher Corporation Rarely Cheap, But A Proven WinnerDanaher is no bargain, but the turnaround in the diagnostics business has been impressive.
Feb 8, 2014 by Stephen D. SimpsonSanofi SA Looks Like One Of The Better Bargains In Big PharmaSanofi's diverse pipeline is a marked contrast to many Big Pharma peers.
Feb 6, 2014 by Stephen D. SimpsonMerck & Co., Inc. Pushing The Throttle On OncologyMerck is hoping that a tighter focus will lead to better growth.
Feb 5, 2014 by Stephen D. SimpsonAbbVie Inc. Is Closer to Much-Needed Diversification, but Is It Enough?AbbVie's pipeline is thin, but a strong HCV portfolio should help.
Feb 5, 2014 by Stephen D. SimpsonBoston Scientific Corporation Needs Growth And ExecutionBoston Scientific is getting the benefit of the doubt now, but a lot work remains unfinished.
Feb 4, 2014 by Stephen D. SimpsonEdwards Lifesciences Corp. Still Trying To Regain FootingEdwards Lifesciences has struggled to meet growth expectations and Medtronic is breathing down its neck.
Jan 29, 2014 by Stephen D. SimpsonPfizer Inc. Treading Water Ahead Of Clinical DataClinical data, not quarterly results, are the driving force for Pfizer today.
Jan 28, 2014 by Stephen D. SimpsonThe Bristol-Myers Squibb Co. Overreaction Highlights The Dependence On OncologyImmuno-oncology is set to be a huge market, and one that is hugely important to Bristol-Myers' future.
Jan 27, 2014 by Stephen D. SimpsonIntuitive Surgical, Inc.'s Growing Pains Still PainfulVague guidance and higher expenses spoil a relief rally from this robot champion.
Jan 25, 2014 by Stephen D. SimpsonSABMiller Not Quite Fizzing on Emerging-Market GrowthSABMiller sinks or swims on the income and consumption growth in emerging markets.
Jan 24, 2014 by Stephen D. SimpsonCovidien plc. Delivers Yet AgainStrong growth in surgery supports one of the best stories in med-tech.
Jan 24, 2014 by Stephen D. SimpsonIs Bank of America Getting More Credit Than It Deserves?Bank of America already enjoys a great deal of optimism regarding its ability to slim down and boost returns.
Jan 23, 2014 by Stephen D. SimpsonBaxter International, Inc. Will Be Nit-Picked, but The Quality Is ThereSeldom flashy, Baxter seems underrated by a market that wants exciting names.
Jan 23, 2014 by Stephen D. SimpsonStryker Corporation Offering Some Of The Best Growth Prospects In Large Med-TechStryker's recharged organic growth prospects continue to support a solid long-term investing proposition.
Jan 23, 2014 by Stephen D. SimpsonWall Street Less Forgiving Toward Abbott Laboratories This TimeAbbott Labs is a popular catch-up trade idea, but the company needs to catch up on estimates.
Jan 22, 2014 by Stephen D. SimpsonAre Lenovo and IBM Finally Close to Another Deal?A deal for the x86 server business could be a win-win for Lenovo and IBM.
Jan 22, 2014 by Stephen D. SimpsonSt. Jude Medical Inc.'s Valuation Already Looking Pretty RacyHas Wall Street overdone things in its rush to re-embrace this med-tech player?
