I've basically let this page go fallow, as I was encountering various issues that I just didn't have time to address. Apologies for ...

 There have long been vocal doubters on Synovus ( NYSE: SNV ), and the company’s share price performance over the last couple of years has...

I believe that at least part of the reason that investors are willing to bid up Commerce Bancshares ( NASDAQ: CBSH ) to above-average multi...

Banking is all about leverage, and Truist ( NYSE: TFC ) looks to be better-placed than most peer banks to drive rate and operating levera...

In a business where scale is king UnitedHealth ( NYSE: UNH ) has all the scale that an investor could ask for and more. What’s more, the ...

It’s still early in the fourth quarter reporting cycle, but so far the bank sector is not having the easiest time. The main drivers aren’t ...

It may be an exaggeration to say that 2023 is a lost year for First Republic ( NYSE: FRC ), particularly in mid January, but I don’t think ...

This year is likely to be one where management and business quality, as well as past strategic decisions, really show up in the results of ...

There are plenty of sayings (and cliches) regarding valuation and quality in the investment world, but it is nevertheless true that qualit...

A carefully cultivated skepticism can be an investor’s best friend, and when a stock looks too cheap, it’s absolutely a good idea to wonder...

When I last wrote about Penumbra ( NYSE: PEN ) in August of 2022 I was bullish on the company based on the prospects for meaningful upcomi...

Even differentiated growth stories are often bounded by the performance of the underlying markets they serve, and so it seems with Power In...

Brazilian conglomerate Cosan ( NYSE: CSAN ) is a complicated story in the best of times, as this company pursues a holding company structu...

It's been a while since I've written about S&W Seed Company ( NASDAQ: SANW ) and the intervening period has not been particula...

Industrials have certainly recovered of late. With investors feeling more confident that the impending downturn will be mild and that rate ...

EnPro ( NYSE: NPO ) management has been transparent about its intentions to continue to remake the company into a more niche-oriented mul...

Teleflex ( NYSE: TFX ) goes into 2023 needing to prove that the company can get the business growing back to a level more in line with in...

Brazil’s Adecoagro ( NYSE: AGRO ) is a good case-in-point that a commodity company can do everything right (or at least do many things r...

While it’s true that timberlands can be a good investment category over time (if bought and managed properly), it doesn’t automatically fo...

One of the more frustrating investment situations to be in is to see a company executing a little better than expected, but see the shares ...

This will be another busy year for Alnylam Pharmaceuticals ( NASDAQ: ALNY ), as this leading RNAi biotech expects to release clinical upda...

Semiconductor stocks are off their lows, but I certainly wouldn’t say that sentiment is particularly healthy – lead-times have started to ...

IPG Photonics ( NASDAQ: IPGP ) has continued to have a difficult time of it. Russia’s invasion of Ukraine, and the sanctions that followe...

The last year has been a rough one for MaxLinear ( NASDAQ: MXL ), with the shares down about 46% (underperforming the broader semiconduct...

Even the best companies aren’t immune to macro challenges, and that’s certainly the case these days at Shin-Etsu Chemical ( OTCPK:SHECY ) (...

At least some of the sharp decline in AngioDynamics ( NASDAQ: ANGO ) after its disappointing fiscal first quarter report in October of 202...

The industrial sector has been a more interesting place of late. While there are still troubling signs for 2023, including higher rates, c...

Industrial stocks have held up rather well over the last three months, with investors apparently more confident that the risks to 2023 are...

There has long been above-average volatility at Constellation Brands ( NYSE: STZ ) around quarterly earnings reports, and going into this ...

Texas Instruments ’ ( NASDAQ: TXN ) (“TI”) track records of exceptional margins and market share are no accident, and management has not b...

Distribution is a tough business, but one that rewards scale and particularly scale combined with efficiency. This is something that giant...

With the Fed hiking interest rates another 50bp as of this writing and signaling a willingness to go even further, it's going to be eve...

While the 2023 outlook for many industries is getting more frightful, the recent trading in Terex ( NYSE: TEX ) and other heavy machinery n...

Long a laggard in the ortho space, I was more bullish on Smith & Nephew ( NYSE: SNN ) last September on what I thought were cogent plan...

The early returns from the merger that created the new Cadence Bank ( NYSE: CADE ) have been mixed - while the bank is performing well ope...

There may be better industrial companies out there than Atlas Copco ( OTCPK:ATLKY ), but the number of entries above them on that list is ...

My positive thesis on Constellation Brands ( NYSE: STZ ) back in August of 2021 was predicated on meaningful volume share growth potential...

This has been another tough year for companies leveraged to the passenger vehicle market. The year started off with projections of mid-to-...

The last year and a half has been a brutal one for Nidec ( OTCPK:NJDCY ) (6594.T), with the local shares down more than a third and the ADR...

It would have been difficult to be more wrong about Cognex ( NASDAQ: CGNX ) than my call back in April that, despite challenges in the log...

My bullish call on Cemex ( NYSE: CX ) in February was predicated on strong volumes and pricing in the U.S. driving better profits and ca...