09/08/14 - 09:33 AM EDT
The stock seems to have bottomed in the low $90s.READ FULL POST
08/26/14 - 06:00 PM EDT
The turnaround effected by its new management team has caught my attention.READ FULL POST
08/19/14 - 02:31 PM EDT
Low rates and bullish company calls mean these building-material plays look good.READ FULL POST
07/09/14 - 04:00 PM EDT
This asset manager's stock pullback looks like an opportunity.READ FULL POST
06/09/14 - 06:14 PM EDT
Why I'm bullish on this stock for the long term.READ FULL POST
06/04/14 - 05:42 PM EDT
There'll be a gradual reacceleration of organic growth throughout 2014.READ FULL POST
05/27/14 - 05:59 PM EDT
Its conference season in New York and one presentation that I attended was Capital One.READ FULL POST
05/12/14 - 04:38 PM EDT
The bank stocks continue to be laggards following the disappointing 1Q results, a flurry of management missteps (think Bank of America's capital change) and the flat yield curve.READ FULL POST
04/17/14 - 05:07 PM EDT
One of the industrial themes that I have been focused on has been the recovery potential in the US non-residential construction market. Non-residential construction activity typically follows residential construction, which has seen steady improvement over the last 2 years due to an improving economy, low interest rates, improving pent-up demand, and better affordability.READ FULL POST
04/08/14 - 05:50 PM EDT
Since my investment bias is a GARP style, I always look for groups and stocks that have lagged the broader averages. One group that has lagged for a while has been the home builder stocks - and that's piqued my interest.READ FULL POST
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