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  • Aramark: Margin Expansion Will Translate Into Stock Upside
    Editors' Pick  • Dec. 30, 2014 ARMK 1 Comment
  • Is It Time To Shift Into European Equities?
    Nov. 22, 2014 AEG, AZN, EADSF 3 Comments
  • What Does The U.S. Dollar Bull Market Mean For European Equities?
    Nov. 20, 2014 AEG, AZN, EADSF 1 Comment
  • What The U.S. Dollar Bull Market Mean For The Global Equity Markets?
    Nov. 19, 2014 AZN, FMS, GRFS 3 Comments
  • Update: Michaels Companies - Tough Comps Pose Near-Term Challenges, But Long-Term Story Still Intact
    Nov. 17, 2014 MIK Comment!
  • U.S. Dollar: All Set For Major Bull Run
    Nov. 15, 2014 SPY, UUP, UDN 37 Comments
  • Vulcan Materials: Impressive Earnings And Operating Leverage Story Playing Out Well
    Nov. 10, 2014 VMC Comment!
  • Martin Marietta Materials: Another Late Cycle, Non-Residential Play With Strong Operating Leverage
    Nov. 2, 2014 MLM Comment!
  • Vulcan Materials: Late Cycle Non-Residential Play With Strong Operating Leverage
       • Oct. 28, 2014 VMC Comment!
  • Ryerson Holdings: Cheap Turnaround Play On The US Metal Demand Recovery
       • Sep. 23, 2014 RYI 1 Comment
  • Michaels Companies: Long-Term Story Still Intact
       • Sep. 22, 2014 MIK Comment!
  • 3 Reasons To Buy PharMerica
    Sep. 12, 2014 PMC Comment!
  • 3 Reasons To Buy Union Pacific
    Sep. 5, 2014 UNP 9 Comments
  • Orbitz Worldwide: Turnaround Story With Multiple Growth Levers
    Editors' Pick  • Aug. 8, 2014 OWW 1 Comment
  • Indonesia... Time To Ride The Jokowi Rally
    Mar. 30, 2014 EIDO, IDX, IDXJ 5 Comments
  • Emerging Markets: Is It 1997 All Over Again?
    Mar. 19, 2014 DXJ, EM, FXY Comment!
  • Continental Building Products: Equity-Accretive Real Estate Play Backed By Strong FCF
       • Mar. 10, 2014 CBPX Comment!
  • Western Alliance Bancorporation: Compelling Growth Story With Multiple Upside Triggers
       • Sep. 30, 2013 WAL Comment!
  • Home Inns & Hotels: Ready To Check In
       • Jun. 30, 2013 HMIN 4 Comments
  • Silver Spring Networks: A Potential Multi-Bagger In The High Growth Smart Grid Market
       • Jun. 30, 2013 SSNI 3 Comments
  • William Lyon Homes: A Play On The Housing Recovery
       • Jun. 28, 2013 WLH Comment!
  • Tallgrass Energy Partners: A Dropdown Driven Story
       • Jun. 27, 2013 TEP 1 Comment
  • Evertec: A Caribbean Growth Story
       • Jun. 26, 2013 EVTC Comment!
  • RTI International: Scaling Heights In Aerospace
       • Jun. 26, 2013 RTI Comment!
  • QIWI: Where Cash Is King
       • Jun. 23, 2013 QIWI 2 Comments
  • Taminco: A Specialty Commodity Player
    Jun. 20, 2013 TAM 1 Comment
  • Luxfer: Secular Growth At Attractive Valuations
       • Jun. 16, 2013 LXFR 1 Comment
  • U.S. Housing: Out Of The Woods
    Jun. 10, 2013 FRC, HD, LOW 12 Comments
  • Debt, Deleveraging And Demographics: Developed World's Growth Drag
    Apr. 11, 2013 Comment!
  • Made In America: Re-Industrialization For Sustainable Economic Growth
    Mar. 26, 2013 AGU, APA, APC 4 Comments
  • James Tobin Primer On Currency War
    Mar. 22, 2013 ASEA, BZH, CAT Comment!
  • Marc Faber: The Fed Party Is Over, Invest Overseas
    Mar. 20, 2013 ASEA, BZH, CAT 16 Comments