The Value Investor
Contributor since: 2011
Latest Articles
Cisco Systems - Transformation Is In Full Swing, Fairly Valued
Wal-Mart - McMillan Making Right Moves, Now Margins
J.C. Penney - Becoming A Penny Stock?
Best Buy - GreatCall A Great Call?
Movado - Watching The Millennials
Cabot Microelectronics - Investors Have No Chemistry Yet With KMG Chemicals
Diamondback Energy: Energen Tie-Up Creates Permian Giant
Ford Looks Affordable - Is It Really?
Western Digital: Out Of Favour, Looks Appealing
The Trade Desk: A Very Impressive Story
Mesa Air Group: Not Flying High
Lydall - Buying Growth, Looks Attractive
Puma Biotechnology - Small, Speculative Position Seems Warranted
Collegium: Soft Reaction To Softer Growth
e.l.f. Beauty: Not So Pretty
Sarepta Therapeutics: Averaging Down On The Dip
Continental Resources: Drilling Profits, But Enough?
Stanley Black & Decker: Powering On
EOG: Focus On ROCE Key To Success
Concho - Quality Has Its Price, One That Is Increasingly Appealing
Floor & Decor: Where Is The Floor For This Quality Name?
ConocoPhillips - Finally Done Selling?
Netgear - Arlo IPO To Provide Appealing Arbitrage Play
Arlo: Security Solution At A Secure Price?
Sonos: Love The Product, Not The Stock
Incyte: Getting More Excited
World Fuel Services: Stabilization And Short Squeeze Save The Day
Chesapeake: Still No Cash Flow Neutrality
Merck: Keytruda Remains The Name Of The Game
Twitter: Not Users, But Guidance Is The Problem
US Foods - Double Disappointment
Intel: Development Risks Overshadow Current Momentum