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Brian Nelson

Heinz Not Playing Catch-Up

August 29, 2012 by Brian Nelson

The global food company, best known for ketchup, reported decent second quarter results. We think shares are fairly valued.

Categories Member Articles Tags HNZ

WellPoint Rallies after Ousting CEO

August 29, 2012 by Brian Nelson

WellPoint CEO Angela Braley resigned as a result of pressure from shareholders. We still prefer the Health Care SPDR ETF.

Categories Member Articles Tags AET, WLP, XLV

PVH Grows…In Europe

August 29, 2012 by Brian Nelson

Diversified apparel company PVH reported strong results driven by surprising strength in Europe. We think shares are fairly valued.

Categories Member Articles Tags PVH, WRC

Nordic American Tankers Warns About Third Quarter

August 28, 2012 by Brian Nelson

Nordic American Tankers warned that its third quarter will be down sequentially. We don’t like the structural characteristics of the shipping industry, and the timing of when or if fundamentals will turn for the better remains uncertain.

Categories Member Articles Tags DRYS, FRO, GNK, NAT, TGP

What Is Going on at Intel?

August 28, 2012 by Brian Nelson

The chip giant has faced some pressure recently, but why?

Categories Member Articles Tags ARMH, DELL, HPQ, INTC

GM Halts Volt Production; Another Reason Why We Prefer Ford

August 28, 2012 by Brian Nelson

With GM halting Volt production, we continue to prefer Ford. We dig into the Chevy Volt and Ford’s expansion plans in China.

Categories Member Articles Tags F, GM, TM

SeaDrill Reports a Strong Second Quarter

August 28, 2012 by Brian Nelson

Offshore rig owner SeaDrill reported a solid second quarter, but we’re not fans of this high-yielder.

Categories Member Articles Tags SDRL

Diageo Reports a Strong Fiscal Year

August 27, 2012 by Brian Nelson

Spirits maker Diageo reported a strong fiscal year 2012, but we aren’t chasing shares at these prices.

Categories Member Articles Tags BUD, DEO

Alert: Best Idea EDAC Tech Hits All-Time High

August 27, 2012 by Brian Nelson

Best idea Edac Technologies has crossed the $15 mark and is on its way to becoming a four-bagger since we added it to our Best Ideas portfolio.

Categories Member Articles Tags EDAC

Tiffany Struggles But Its Outlook Isn’t That Grim

August 27, 2012 by Brian Nelson

Tiffany reported weak results for its fiscal second quarter. The company’s outlook wasn’t as bad as expected, but we aren’t fans of the jeweler.

Categories Member Articles Tags COH, SKS, TIF
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