Stephen Simpson
Contributor since: 2011
Articles
Apollo Hits A Bullseye, And Alnylam Logs Another Major Clinical Win
Thu, Aug. 4 ALNY5 Comments
Conagra Not All That Appetizing Right Now
Tue, Jul. 19 CAG1 Comment
Aptose Biosciences Continues To Drift Without Thesis-Changing Data
Tue, Jul. 19 APTO, APS:CA6 Comments
U.S. Bancorp Looks Better Placed Than Most
Tue, Jul. 19 USB9 Comments
Progressive Seeing Improvements In The Business, Growth Opportunities Remain
Tue, Jul. 19 PGR
PNC Financial Benefiting From A Hot Main Street And Valuation Is Better
Tue, Jul. 19 PNC1 Comment
Better Ingrezza Sales And A Clinical Trial Read-Out Could Reignite Neurocrine Shares
Mon, Jul. 18 NBIX
Alnylam Pharmaceuticals Heading Toward A Key Trial Read-Out
Mon, Jul. 18 ALNY
First Republic Executing Well And Still Undervalued
Mon, Jul. 18 FRC1 Comment
JPMorgan Feeling The Pinch As Expenses And Capital-Building Sap Earnings Momentum
Mon, Jul. 18 JPM
Columbus McKinnon Under Pressure Now, But The Longer-Term Opportunity Is Intriguing
Fri, Jul. 15 CMCO
Lundbeck Gets A Much-Needed Win, But The Investment Case Is Still Not Clear-Cut
Thu, Jul. 14 HLUBF
Fastenal Not Exactly Cheap As Tailwinds Start To Moderate
Thu, Jul. 14 FAST9 Comments
Hurco Already Hit Hard In Anticipation Of Weaker Capex Spending
Wed, Jul. 13 HURC8 Comments
AngioDynamics: Growth Is Encouraging, But Margins Still A Work In Progress
Wed, Jul. 13 ANGO
MSC Industrial Logs Another Very Good Margin Result, But Cycle/Economy Fears Are Front And Center
Wed, Jul. 13 MSM6 Comments
Lexicon Pharmaceuticals: Encouraging Signs Of Efficacy In Pain, But Still Looking For A Clear Win
Wed, Jul. 13 LXRX
The Fed Adds Some Stress For Investors In The Largest Banks
Tue, Jul. 5 BAC, C19 Comments
More Of The Same From Broadcom Is Perfectly Fine
Fri, May 27 AVGO16 Comments
Toronto-Dominion Undervalued, But Not Exactly Defensive
Tue, May 24 TD, TD:CA2 Comments
Cisco's Near-Term Upside Still Pressured By Supply Limitations, And Demand Could Be An Emerging Risk
Editors' PickMon, May 16 CSCO29 Comments
AngioDynamics Shows Progress In Still-Challenging Times
Fri, Apr. 8 ANGO4 Comments
Anchors Aweigh For Kirby, As Chemical And Refinery Activity Drives More Barging Demand
Thu, Apr. 7 KEX7 Comments
Infineon Shares Already Pricing In Some Correction To Order And Margin Trends
Thu, Apr. 7 IFNNY5 Comments
Donaldson Deserves A Second Look After A Steep Decline
Thu, Apr. 7 DCI6 Comments
A Look At Citigroup And JPMorgan Going Into Q1 Earnings
Thu, Apr. 7 C, JPM43 Comments
BOK Financial Seems Overvalued Relative To Its Growth Prospects And Profitability
Wed, Apr. 6 BOKF2 Comments
NXP Semiconductors Has Already Sold Off Ahead Of Potentially Rockier Demand
Wed, Apr. 6 NXPI5 Comments
US Foods Spotlight On Management's Operational Challenges
Wed, Apr. 6 USFD1 Comment
Cognex Could Come Back To Life In 2022
Wed, Apr. 6 CGNX1 Comment
Bank OZK Should Reverse Some Recent Underperformance As Loan Growth Accelerates
Wed, Apr. 6 OZK7 Comments
POSCO Looks Abnormally Cheap, Even Factoring In The Risks Of Empire-Building And Capacity Growth
Tue, Apr. 5 PKX22 Comments
A More Aggressive Compass Diversified Holdings Could Be Better For Its Shareholders
Tue, Apr. 5 CODI34 Comments
Pacific Biosciences Hit By Sentiment, But The Future Of Long-Read Sequencing Is Strong
Tue, Apr. 5 PACB29 Comments
Badger Meter In The Right Water Markets, But The Valuation Is Steep
Tue, Apr. 5 BMI3 Comments
Enpro Has Continued To Pivot Toward Less Cyclical, More Profitable Business
Tue, Apr. 5 NPO2 Comments
As The Colfax Chapter Ends, Both ESAB And Enovis Have Something To Prove
Tue, Apr. 5 ENOV18 Comments
After A High-Profile Failure In Melanoma, Nektar Therapeutics' Value Shifts To Its Early-Stage Pipeline
Mon, Apr. 4 NKTR21 Comments
A Multiyear Enterprise Investment Cycle Continuing To Drive Opportunities For Broadcom
Mon, Apr. 4 AVGO11 Comments
Ciena Tripped Up On Supply Chain Challenges, But No Real Change To A Strong Multiyear Story
Fri, Apr. 1 CIEN5 Comments