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Analysis - Latest Articles
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most recent
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most commented
Wall Street Breakfast: Must-Know News
Dec 9
•
Suzanne Miller
•
14 Comments
Are Defense Stocks Recession-Proof?
Oct 6
•
David Hunkar
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1 Comment
Defense Sector: 10th Year of Outperformance?
Sep 22
•
Scott Sacknoff
•
Comment!
Wall Street Breakfast: Must-Know News
Sep 3
•
SA Editor Rachael Granby
•
10 Comments
Will SAIC's Shares Pop After Wednesday's Earnings Report?
Aug 30
•
Poption
•
Comment!
Algae Biofuel Sustainable Markets: Stocks to Benefit
Jul 19
•
James Rickman
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16 Comments
Eminence Making a Lab Services Bet?
Jun 26
•
Market Folly
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1 Comment
Wall Street Breakfast: Must-Know News
Jun 4
•
SA Editor Rachael Granby
•
16 Comments
Could We See the De Facto Nationalization of Government IT Contractors?
Apr 13
•
Doug Poretz
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3 Comments
Will We See the Gradual Nationalization of Government Contractors?
Apr 12
•
Doug Poretz
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14 Comments
Wall Street Breakfast: Must-Know News
Mar 26
•
SA Editor Rachael Granby
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11 Comments
Hedge Fund Portfolio Tracking: Stephen Mandel's Lone Pine Capital, Q4 2008
Feb 19
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Market Folly
•
Comment!
SAIC's Algae-Based Jet Fuel Gets DARPA Funding
Feb 5
•
Steve Hammons
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1 Comment
Preview from Europe: Another Rollercoaster Day on the Markets
Jan 23
•
The Mole
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5 Comments
10 Hedge Fund Best Ideas
Jan 16
•
Mebane Faber
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2 Comments
Hedge Fund Tracking: Eminence Capital (Ricky Sandler), Q3 2008
Jan 1
•
Market Folly
•
Comment!
Wall Street Breakfast: Must-Know News
Dec 10, 2008
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SA Editor Rachael Granby
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6 Comments
Hedge Fund Tracking: Stephen Mandel's Lone Pine Capital, Q3 2008
Nov 19, 2008
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Market Folly
•
Comment!
In Defense of SAIC
Sep 15, 2008
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Value Investor Insight
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1 Comment
Wall Street Breakfast: Must-Know News
Sep 4, 2008
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SA Editor Rachael Granby
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6 Comments
15 Value Hedge Funds - Portfolio Update
Aug 21, 2008
•
Mebane Faber
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6 Comments
Eminence Capital - Portfolio Holdings
May 19, 2008
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Mebane Faber
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Comment!
Leading Hedge Funds' Best Ideas and Consensus Picks
May 19, 2008
•
Mebane Faber
•
4 Comments
SAIC: Stock Disappoints, Despite Great Revenues
Apr 22, 2008
•
Matthew Potter
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1 Comment
Leading Hedge Funds' Best Ideas for 2008
Feb 28, 2008
•
Mebane Faber
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3 Comments
Greenlight Capital - Portfolio Holdings
Feb 28, 2008
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Mebane Faber
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Comment!
Eminence Capital - Portfolio Holdings
Feb 28, 2008
•
Mebane Faber
•
Comment!
Greenlight Capital - Portfolio Holdings
Nov 20, 2007
•
Mebane Faber
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Comment!
Notes on the Defense Industry and Stocks
Oct 5, 2007
•
Scott Sacknoff
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2 Comments
Loeb's Third Point Issues Latest 13F: Summary of Holdings
Aug 16, 2007
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Lon Juricic
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Comment!
Jim Cramer's Mad Money Lightning Round Picks, 7/18/07
Jul 19, 2007
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SA Editor Miriam Metzinger
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Comment!
SAIC Posts 25% Drop in Q1 Net
Jun 7, 2007
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SA Editor Judith Levy
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Comment!
Hidden Trends and the Sectors They Drive - Barron's Interviews Charles Hess
Apr 29, 2007
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SA Editor Eli Hoffmann
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Comment!
Mark Roberts: Three Shorts, Two Longs to Boost Your Portfolio
Feb 25, 2007
•
SA Editor Eli Hoffmann
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Comment!
Defense Sector Bests the S&P 500 for a Seventh Consecutive Year
Jan 4, 2007
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Scott Sacknoff
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Comment!
An In-Depth Look at SAI Inc's IPO
Oct 18, 2006
•
Bill Simpson
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Comment!
SAIC: A Mature IPO, and it Shows
Oct 16, 2006
•
Comment!