Tom Armistead


IBM: Transition Developing Favorably

The response to the International Business Machines (NYSE:IBM) Investor Day presentation has been muted: nothing was said that moved the needle. Shortly thereafter, …

CF Holdings: Betting On Expansion

CF Industries Holdings (NYSE:CF) is one of the largest manufacturers and distributors of nitrogen fertilizer and other nitrogen products in the world. The …

Civeo Corp. Is Attractive As A Speculative Value Play

Civeo Corp. (NYSE:CVEO) provides lodging services to the energy industry: the company operates facilities in the Canada oil sands, in Australia serving the …

Coach: Transformation Developing Favorably

Coach (NYSE:COH) recently reported earnings for the second quarter of fiscal 2015. Seasonally, this is the strongest quarter, and for that reason the …

IBM Investor Briefing: What Lies Ahead

As a careful reader, my attention was drawn to the following excerpt from IBM’s (NYSE:IBM) 4Q 2014 earnings conference call: So over the …

PepsiCo: Very Fully Valued

Shares of PepsiCo (NYSE:PEP) traded higher on 4th quarter earnings. After reviewing my worksheets on the company, I trimmed my position, and see …

Pfizer’s Acquisition Of Hospira Looks Good

Market response to Pfizer’s (NYSE:PFE) acquisition of Hospira (NYSE:HSP) was immediately favorable. Pfizer shares were up by about $1, to close Friday at …

Why Carbo Ceramics Is Worth $55 Per Share

Carbo Ceramics (NYSE:CRR) is a favorite of short sellers. With share prices down some 80% from a 52 week high of $156, short …

IBM’s Mainframe Refresh May Enhance Growth

IBM (NYSE:IBM) has launched the latest in its z system mainframe line, the z13. It culminates five years and $1 billion of R&D, …

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