Stephen Simpson, CFA
Latest Articles
AerCap Continues To Execute, But Not Getting Much Credit For It
Will Cemex Ever Get All Its Ducks In A Row?
OceanFirst Financial Offers Value During A Transition Year
Fifth Third Changes The Plan, But The MB Financial Deal Looks Sound (Albeit Pricey)
Valeo In A Lull, But Bringing In The Orders
ams AG's Business Wins Offset Some Of The Near-Term Apple Turbulence
Gruma's Margins Are Improving, But Forex Is Taking A Toll
K2M Disrupting The Market, Growing, And Still Undervalued
NuVasive Not Getting, Or Deserving, The Benefit Of The Doubt Yet
MetLife Moving Past Some Self-Inflicted Challenges And Toward Unlocking Value
Fidelity National Information Services Offsetting Growth With Margins
Global Payments Executing On Its Vision And Delivering Margin Leverage
AllianceBernstein Reaping The Benefits Of Past Decisions
Aptose Approaching The Clinic With 2 Very Interesting Assets
S&W Seed Following A Better Plan, But Execution Remains A Key Unknown
Strong Orders Drive A Rally For HollySys
Carpenter Is Seeing Good Demand Growth, But Operating Leverage Remains A Work In Progress
Rexnord Seeing Its Process Markets Kicking In
Ternium Continues To Surpass Expectations And Still Seems Too Cheap
Expectations Seem To Have Caught Up To Gerdau
ArcelorMittal Seeing The Fruits Of The Cycle
The Clock Is Ticking Louder As PacBio Must Generate More Revenue And Shrink Its Cash Burn Rate
Cosan Undervalued On Strong Underlying Execution
Short-Term Pain, But Long-Term Upside, At Renesas Electronics
JPMorgan Going From Strength To Strength
Middleby's Recent Run Of Disappointments May Mark A Transition
BRF SA Looking At A Long Road Back
Innospec Has The Opportunity To Leverage Self-Help And Growth Markets
Celldex Trying To Regroup With Its Early-Stage Assets
Wright Medical Improving, But At A Choppy Pace
There's More Upside To Manitex As The North American Crane Market Recovers
PRA Group Once Again Exceeds Expectations On Healthy Cash Collections