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  • Clarcor - Continues To Impress Investors With Big Profits
    Thu, Mar. 26 CLC Comment!

    Summary

    • Clarcor announced strong first quarter results.
    • Its stock price performance remained sluggish.
    • Despite currency headwinds and economic challenges, it is expecting double-digit growth in earnings.
    • Clarcor is still in the buying zone.
  • These Undervalued Stocks Are Still Risky To Play
    Wed, Mar. 25 CHK, OXY 1 Comment

    Summary

    • Oil and gas prices are expected to remain volatile.
    • Oil and gas companies are expected to post big losses in Q1.
    • Chesapeake Energy is open to number of risks.
    • Decline in commodity prices has hindered Occidental Petroleum’s growth strategy.
    • It is not a god time to pick these undervalued stocks.
  • Dynamic Material Corp. - Less Attractive On Muted Outlook
    Thu, Mar. 19 BOOM Comment!

    Summary

    • Dynamic Materials posted strong results.
    • However, its outlook is muted.
    • Its business model is exposed to number of challenges.
    • It is a not an attractive pick during depressed time.
  • Devon Energy Could Experience More Volatility
    Wed, Mar. 18 DVN 2 Comments

    Summary

    • Devon Energy generated record results in 2014.
    • Still, its share price is declining on falling oil prices.
    • Oil prices are expected to remain volatile in the short-term.
    • Volatility in oil prices may strongly hinder its financial performance.
    • Devon is not a good buy on latest dip.
  • A Few Risks Will Not Hinder Chemical Companies' Performance
    Tue, Mar. 17 PX, WLK Comment!

    Summary

    • Slow economic growth, currency fluctuations, and declining commodity prices are creating volatility in the stock market.
    • Chemical companies are still offering strong growth even in depressed business environment.
    • These companies are well-set to generate strong growth in this year.
    • Westlake Chemical and Praxair are good stocks among chemical companies.
  • Enerplus Corporation - Fumbling On Muted Pricing
    Sun, Mar. 15 ERF 8 Comments

    Summary

    • Oil prices are falling again.
    • IEA is expecting more decline in oil prices.
    • Outlook for gas prices is also muted.
    • Exploration and production companies are experiencing headwinds due to pricing pressure.
    • Enerplus tumbled again on the fall of oil prices.
  • Steel Dynamics - May Have A Bumpy Ride In The Short-Term
    Fri, Mar. 13 STLD 1 Comment

    Summary

    • Steel prices are falling on increased imports.
    • Imports are expected to hurt U.S steel makers and steel prices.
    • Steel Dynamics is opposing these trends with strong operational performance.
    • It announced 20% increase in quarterly dividends.
    • Its recent investments and strong cash generating potential will off-set the pricing pressure.
  • Krispy Kreme - Growing On Expansion Strategy
    Thu, Mar. 12 KKD 2 Comments

    Summary

    • Krispy Kreme posted strong financial results.
    • Its business expansion strategy is working.
    • The company is also focusing on brand promotion and innovations.
    • Its strong cash generating potential allows it to invest heavily in growth opportunities.
    • Krispy Kreme is likely to sustain its momentum in this year.
  • TriMas Corporation - May Remain Volatile In The Short Term
    Tue, Mar. 10 TRS Comment!

    Summary

    • Recent moves are strengthening TriMas Corp.
    • Its recent results affirmed my opinion.
    • Its share price performance remained little sluggish.
    • The company is expected to face volatility in the short-term.
    • Long-term fundamentals look very strong with its investments in high growth businesses.
  • Joy Global - Continues To Fall On Muted Outlook
    Mon, Mar. 9 JOY Comment!

    Summary

    • Joy Global’s Performance affirmed my opinion.
    • The company posted a big loss in the most recent quarter.
    • It significantly lowered fiscal 2015 earnings forecast.
    • Commodity prices are expected to remain volatile in the coming days.
    • It is not a good buy on a big dip.
  • Vale SA Continues To Face Strong Headwinds
    Fri, Mar. 6 VALE 13 Comments

    Summary

    • Vale’s Performance affirmed my opinion.
    • The company posted big loss even with disciplined capital approach, cost saving and enhanced production.
    • Iron ore prices are expected to remain volatile in the coming days.
    • Base metals will continue to provide some support to its financial performance.
    • Overall, Vale will face headwinds in this year as well.
  • Pricing Pressure Will Not Hinder Archer Daniels Performance
    Thu, Mar. 5 ADM 2 Comments

    Summary

    • Archer Daniels is operating in a volatile industry.
    • The company is open to pricing challenges.
    • Lower commodity prices have equal impact on cost of production.
    • New business and capital allocation strategy will enhance its profits and returns.
    • Archer Daniels is setting strong foot-hold for future growth with its portfolio adjustment and capital allocation strategy.
  • WestLake Chemical: Still Offering A Strong Entry Point
    Wed, Mar. 4 WLK 5 Comments

    Summary

    • Chemical companies are offering strong growth potential than many other sectors.
    • WestLake is making big profits with its strong operational performance.
    • Strong financial results will drive its share price performance.
    • WestLake is a good stock to buy at current price.
  • Ecolab - Moving On Rosy Outlook
    Tue, Mar. 3 ECL 3 Comments

    Summary

    • Ecolab’s successful strategies put it in a very strong position.
    • The company posted significant profits for 2014.
    • Recently announced 20% increase in dividends.
    • Ecolab’s share price is on momentum even with a few headwinds.
    • Strong revenue base and focus on buybacks will drive its share price performance.
  • Eaton Corporation - A Few Risks Will Not Hinder Its Performance
    Mon, Mar. 2 ETN 1 Comment

    Summary

    • Diversified Industrials are still offering better returns.
    • Eaton posted massive growth in the past years.
    • Slower economic growth and currency headwinds will adversely impact industrial companies.
    • The company is likely to grow at slower rate.
    • It is still a defensive investment.
  • Barnes Group Will Keep Its Momentum
    Wed, Feb. 25 B Comment!

    Summary

    • Barnes Group announced record results for fiscal 2014.
    • The company is exposed to currency and economic headwinds this year.
    • Its strategy of investing half of its capital in core business has enhanced its position.
    • Recent acquisitions have added considerable revenue base for the company.
    • Barnes has the potential to perform well even facing short-term challenges.
  • Devon And Enerplus Are Risky Plays
    Mon, Feb. 23 DVN, ERF 2 Comments

    Summary

    • Lower commodity prices are hurting exploration and production companies.
    • Prices are expected to remain sluggish in the coming days.
    • Devon is looking to expand production levels even in a volatile commodity pricing environment.
    • Enerplus is showing pressure on its financial performance.
  • Cummins: A Good Buy On The Dip
    Sun, Feb. 22 CMI 9 Comments

    Summary

    • Due to its extensive global footprint, Cummins is exposed to a number of risks.
    • Its product portfolio, efficient management and strong business model will allow it to do well in the long term.
    • It is likely to post higher profits, even though it faces currency headwinds.
    • It is a good pick at current valuations.
  • Nordstrom Continues To Grow
    Sun, Feb. 22 JWN 3 Comments

    Summary

    • Nordstrom announced record breaking results in 2014.
    • The company’s expansion strategy is working successfully.
    • It has increased capital expenditure for 2015 to expand its footprint.
  • Genuine Parts Company - Expansion Strategy Is Working
    Thu, Feb. 19 GPC 7 Comments

    Summary

    • Genuine Parts Company announced strong financial results.
    • The company also announced a dividend increase.
    • Its business expansion strategy is working.
    • GPC is likely to sustain its momentum in the coming days.
  • Teck Resources - Still A Risky Play
    Wed, Feb. 18 TCK 8 Comments

    Summary

    • Teck Resources announced poor financial results.
    • The company is likely to face pricing headwinds in the coming days.
    • It is still a risky play for defensive investors.
  • Masco Corporation: A Worthy Pick On A Rosy Outlook
    Wed, Feb. 18 MAS Comment!

    Summary

    • Building materials industry is gaining momentum.
    • Masco’s business strategy is likely to generate improved profits.
    • Masco is trading at attractive valuations and has strong upside potential.
  • International Flavor & Fragrances Impressed Investors With Big Profits
    Tue, Feb. 17 IFF 1 Comment

    Summary

    • International Flavor & Fragrances announced strong financial results.
    • The company’s business expansion strategy is working.
    • IFF is likely to grow in the coming days.
  • Update: EnerSys Kept Its Momentum
    Thu, Feb. 5 ENS 1 Comment

    Summary

    • EnerSys announced strong financial results.
    • The company’s growth strategies are working.
    • It is a good stock to hold.
  • Update: Yum Brands Is Not A Sell On Lower Earnings
    Thu, Feb. 5 YUM 2 Comments

    Summary

    • Yum Brands announced financial results for the fiscal 2014.
    • The company’s China division is experiencing headwinds due to the OSI scandal.
    • Other than China, it had generated strong results.
    • The company is likely to produce better results in the coming days.
    • It is not a sell on the short-term volatility.
  • Update: Eagle Materials - A Buy On Record Results And Optimistic Outlook
    Wed, Feb. 4 EXP Comment!

    Summary

    • Eagle Materials announced record third quarter results.
    • All of the company’s major business lines are on momentum on the back of favorable market trends.
    • Its share price has strong upside potential.
  • Update: Pentair - A Good Stock To Hold For Big Profits
    Wed, Feb. 4 PNR Comment!

    Summary

    • Pentair has announced strong financial results.
    • The company's business strategy is working.
    • This is a good stock to hold.
  • Update: National Oilwell Varco - A Risky Play On Muted Outlook
    Wed, Feb. 4 NOV 11 Comments

    Summary

    • National Oilwell Varco announced financial results for fiscal 2014.
    • The company had achieved several financial and strategic goals in the past year.
    • It is not a good buy on muted outlook.
  • Update: Cliffs Natural Resources - Declining Story Continues
    Tue, Feb. 3 CLF 12 Comments

    Summary

    • Cliff announced financial results.
    • The company posted significant loss for the fiscal 2014.
    • It is not a good play for defensive investors.
  • Update: Anadarko Petroleum - May Experience More Losses
    Tue, Feb. 3 APC 1 Comment

    Summary

    • Anadarko Petroleum announced financial results.
    • The company generated strong sales volume growth.
    • Its earnings declined due to the settlement of the Tronox Adversary Proceeding.
    • Anadarko may experience more losses in the coming days due to its exposure towards liquid and oil plays.
  • Update: Sysco - A Risky Play For Dividend Growth Investors
    Mon, Feb. 2 SYY 7 Comments

    Summary

    • Sysco announced poor earnings in the second quarter.
    • Fierce competition and lower margins are declining its earnings.
    • Its cash-generating potential is declining, and free cash flows are not covering dividend payments.
  • Update: Eastman Chemical - Becoming Stronger With Its Expansion Strategy
    Fri, Jan. 30 EMN 8 Comments

    Summary

    • Eastman announced strong financial results.
    • The company’s expansion strategy is working.
    • It is a good stock to hold.