Stephen Simpson, CFA
Articles
A Simplified Ownership Structure Should Help Turkcell Investors
Neurocrine Further Expands Its Pipeline With An Early-Stage Deal
Full Phase II Data Reinforces Crinecerfont As A Serious Opportunity For Neurocrine Biosciences
Cloud Spending Continues To Send Ciena's Stock Skyward
Broadcom Still A Relative Bargain In Semis
Hurco Not Out Of The Woods, But Investors Already Thinking Recovery
Clinical Data Reaffirm That Lumasiran Will Almost Certainly Be Alnylam's Third Commercial Product
Another Systemic Shock Creates Another Opportunity With Kirby
An Abrupt Shift In Business Will Challenge Carpenter's Self-Improvement Story
Margin Improvement, Electronics, And Aftermarket Offer Some Opportunity For Wabtec
Middleby's Premium Is Gone, But Longer-Term Demand Destruction Is A Real Concern
Columbus McKinnon Braced For The Downturn, With A New CEO To Drive Future Growth
II-VI Looking To Flex Newly-Bought Muscle In Multiple Growth Markets
With A Much Different Risk/Reward Outlook, Independent And Texas Capital Call Off Their Merger
ING May Finally Have Found Its Bottom
Analog Devices Remains Well-Run And Well-Placed To Grow
Cummins: Sentiment Showing Even Wilder Swings Than The Business
The New Ingersoll Rand Debuts Under Challenging Circumstances
Danaher: No Need To Fix What Isn't Broken
Dana Still Worth A Look On Better Decrementals And Recovery Potential
Rexnord Has Attractive Long-Term Drivers And Credibility On Margin Improvement
Tenneco Still Under-Earning And Loaded With Debt
Hospitals Reopening, But Zimmer Biomet Needs To Stabilize Its Knee Business
Leadership In Data Center Interconnect Continuing To Propel Inphi
COVID-19 Brings Komatsu Back To More Reasonable Levels
Nektar Seeing Modest Covid-19 Delays Ahead Of Key Trial Data
COVID-19 Has PNC Back On The Hunt
Lenovo Facing Familiar Headwinds, And Still Frustrating Bulls
Covid-19 Only The Latest Challenge For HollySys
Microchip Trading More Reasonably, And With Future Margin Leverage
Commercial Vehicle Crushed Under COVID-19
SPX Flow: Undemanding Valuation, But Uninspiring Drivers