Tom Armistead

About the Author Tom Armistead

I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor. I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street. I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly. As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.

Haynes International, Inc.: High-Performance Alloy Maker Positioned For Growth (HAYN)

Haynes International, Inc. (NASDAQ:HAYN) is a leading developer, manufacturer and marketer of technologically advanced, high performance alloys, primarily for use in the aerospace, …

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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