Guest Contributor

Recent Articles By The Author

Why Apple Gets a Sell Rating

Apple may look cheap if recent results are taken at face value but valuation looks far less attractive without benefit from questionable P&L quality.

Yahoo! Gets Sell Rating

Yahoo! is up 9% year to date and valued at 44 times trailing earnings. Google, rated sell, trades at 25 times. We view risk/reward as highly unfavorable and strongly discourage clients from owning shares.

IBM Revenue Forecasts Vulnerable

On a constant currency basis, IBM's sales were flat, seemingly putting forward revenue expectations at risk.

Why Intuitive Surgical Is a Hold

Why Intuitive Surgical Is a Hold

Intuitive Surgical reported earnings ahead of expectations but a multiple on trailing earnings well above sustainable growth is a serious concern.

Seven Reasons to Be Bullish About the Market

Seven Reasons to Be Bullish About the Market

There are plenty of reasons to cautiously optimistic the bull rally will continue.

Why RIM Missed Estimates

Analyst points to RIM's operating model as the reason for the company's missed 4Q estimates

Did Starbucks Outgrow Its Cozy Essence?

Did Starbucks Outgrow Its Cozy Essence?

In Smart Growth, author Edward Hess argues that the iconic coffee retailer put growth before the customer experience.

Activision Blizzard Should Get Boost by New Titles

Activision Blizzard Should Get Boost by New Titles

Starcraft II and Diablo III could lead to $200 million in unforeseen revenue.

Top 5 Emerging-Market Airlines

Top 5 Emerging-Market Airlines

Here are five Asian and Latin American airlines to consider.

Ten 'Oscar' Stocks in the Spotlight

Ten 'Oscar' Stocks in the Spotlight

Here's how to gather some investing insight from 10 films up for the top Academy Awards.