Stephen Simpson
Articles
Apollo Hits A Bullseye, And Alnylam Logs Another Major Clinical Win
Conagra Not All That Appetizing Right Now
Aptose Biosciences Continues To Drift Without Thesis-Changing Data
U.S. Bancorp Looks Better Placed Than Most
Progressive Seeing Improvements In The Business, Growth Opportunities Remain
PNC Financial Benefiting From A Hot Main Street And Valuation Is Better
Better Ingrezza Sales And A Clinical Trial Read-Out Could Reignite Neurocrine Shares
Alnylam Pharmaceuticals Heading Toward A Key Trial Read-Out
First Republic Executing Well And Still Undervalued
JPMorgan Feeling The Pinch As Expenses And Capital-Building Sap Earnings Momentum
Columbus McKinnon Under Pressure Now, But The Longer-Term Opportunity Is Intriguing
Lundbeck Gets A Much-Needed Win, But The Investment Case Is Still Not Clear-Cut
Fastenal Not Exactly Cheap As Tailwinds Start To Moderate
Hurco Already Hit Hard In Anticipation Of Weaker Capex Spending
AngioDynamics: Growth Is Encouraging, But Margins Still A Work In Progress
MSC Industrial Logs Another Very Good Margin Result, But Cycle/Economy Fears Are Front And Center
Lexicon Pharmaceuticals: Encouraging Signs Of Efficacy In Pain, But Still Looking For A Clear Win
The Fed Adds Some Stress For Investors In The Largest Banks
More Of The Same From Broadcom Is Perfectly Fine
Toronto-Dominion Undervalued, But Not Exactly Defensive
Cisco's Near-Term Upside Still Pressured By Supply Limitations, And Demand Could Be An Emerging Risk
AngioDynamics Shows Progress In Still-Challenging Times
Anchors Aweigh For Kirby, As Chemical And Refinery Activity Drives More Barging Demand
Infineon Shares Already Pricing In Some Correction To Order And Margin Trends
Donaldson Deserves A Second Look After A Steep Decline
A Look At Citigroup And JPMorgan Going Into Q1 Earnings
BOK Financial Seems Overvalued Relative To Its Growth Prospects And Profitability
NXP Semiconductors Has Already Sold Off Ahead Of Potentially Rockier Demand
US Foods Spotlight On Management's Operational Challenges
Cognex Could Come Back To Life In 2022
Bank OZK Should Reverse Some Recent Underperformance As Loan Growth Accelerates
POSCO Looks Abnormally Cheap, Even Factoring In The Risks Of Empire-Building And Capacity Growth
A More Aggressive Compass Diversified Holdings Could Be Better For Its Shareholders
Pacific Biosciences Hit By Sentiment, But The Future Of Long-Read Sequencing Is Strong
Badger Meter In The Right Water Markets, But The Valuation Is Steep
Enpro Has Continued To Pivot Toward Less Cyclical, More Profitable Business
As The Colfax Chapter Ends, Both ESAB And Enovis Have Something To Prove
After A High-Profile Failure In Melanoma, Nektar Therapeutics' Value Shifts To Its Early-Stage Pipeline
A Multiyear Enterprise Investment Cycle Continuing To Drive Opportunities For Broadcom
Ciena Tripped Up On Supply Chain Challenges, But No Real Change To A Strong Multiyear Story