Tim Hiteshew

Analysis: Cardinal Health Is Undervalued

Very solid analysis. Good job.

Microsoft Climbs Upwards on Bing Optimism?

Project Natal, the full motion controller for the XBOX may prove to be a large revenue generator when it is released.

Bing has a substantial amount of work to do before it takes market share away from Google, even if it does have superior technology.

We Should Care About YouTube's Core Business, Not Its Market Share

I agree that measuring user base is not criteria for a successful business model (Yahoo! anyone)? However, I believe that Google will be able to monetize YouTube successfully using an Adsense type of approach. Ads have already been selected to run on a select number of videos, but only the ones uploaded by users who have a high degree of viewership.

Stryker Corp Looks Good for Health Care Rebound

I am long SYK as well, but we may not see earnings improve for another year or two as hospitals cut back on spending. SYK has excellent fundamentals and once the economic climate improves, so will its share price.

Three Retail Stocks to Buy before Christmas

I must disagree on the reasoning behind Bare Escentuals. They have no MOAT. Every major make-up manufacturer now has a mineral make-up line. Yes, Bare Minerals does have a few competitive advantages, but none of them are strong enough to build brand loyalty among their customer base, especially if a competing product can give similar results for less money.

Emergent BioSolutions' Blowout Quarter

Great analysis Mark. That is why I bought EBS over a year ago. The only question is if I should buy more or wait to see if the market pulls it back a little after the surge it will get after this stellar earnings report.

Ride Out the Recession with Activision Blizzard

An expansion for WoW will be out by the end of 2008, as will the next installment of the Guitar Hero Franchise. Diablo III has been announced as a future release, as well as Call of Duty 5. Activision also has a license with Marvel in order to make games featuring their superheroes. The hits will keep coming for this company.

Will You Look Back on Today as Your Greatest Missed Opportunity?

American Express, Wells Fargo, and Best Buy would also fall into this category right now.

Top 5 Stock Picks for September

He may be right about GeoEye. That is quite a big moat. Not just everyone can launch their own imaging satellite.

Anesiva 'Pain-free' High Growth

Hi, I'm the author. The issue with Emla and other local anesthetic creams is that they take too long to work. Emla can take up to 60 minutes to work, whereas Zingo takes 1-3 minutes. That is one of the reasons why Zingo will be revolutionary. Nurses and doctors will wait 1-3 minutes for Zingo to work before they give a patient a shot, not 60 minutes.