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Matthew Frankel

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  • Membership-Based Retail: Worth The Entry Fee?

    By Matthew Frankel - May 22, 2013 | Tickers: AMZN, COST, WMT

    Costco Wholesale (NASDAQ: COST) has grown tremendously over the past decade and now has more than 600 warehouses in 9 countries. The company’s share price seems to have been on almost a linear rise since 2010, and since that time has more than doubled. 

    Now, don’t get me wrong. I absolutely love most of the retail sector right now, and think that consumer spending will increase at a more »

  • Keep An Eye On This Filtration Company

    By Matthew Frankel - May 22, 2013 | Tickers: FLS, GE, PLL, PNR

    Pall (NYSE: PLL) is one of the leading producers of filters for use in a variety of industries. With the market at, or very close to, all-time highs, it becomes more important than ever to hunt for the remaining bargain plays. A lot of times you can find these in sectors that don’t get much coverage by the financial media, and that is what leads me to take a more »

  • An Apple Supplier at a Great Price

    By Matthew Frankel - May 22, 2013 | Tickers: AAPL, OVTI, SNE

    I try to focus some of my attention on finding investment opportunities that are not well known and/or are undervalued relative to their potential for growth. One such company is OmniVision Technologies (NASDAQ: OVTI), a manufacturer of image sensor chips that are used in a variety of electronic devices. After a few years of disappointing earnings, this company that traded for more than $30 per share less than two more »

  • The Movie Business Is Risky, But Might Pay Off In The End

    By Matthew Frankel - May 21, 2013 | Tickers: DWA, LGF, DIS

    One of the biggest names in film and TV entertainment, Lions Gate Entertainment (NYSE: LGF) has grown tremendously over the past decade, with revenues up by over 400% in that time period. However, the company has a pretty poor record of profitability, posting losses in eight out of the past ten years, and hasn’t turned a profit since 2007. With some successful acquisitions, and some even more successful new more »

  • Looking For The Best Play On Luxury Spending

    By Matthew Frankel - May 21, 2013 | Tickers: XLY, SIG, TIF

    Luxury is back! With the continuing improvement in the U.S. economy, consumers are gradually becoming more willing to spend money on luxury items. For those who remember, manufacturers of luxury items enjoyed a huge rally for much of the 2000’s, then in 2008 when the economy tanked, anything that was not considered essential spending was regarded as a leper by the market. Tiffany & Co (NYSE: TIF) was no more »

  • The Health-Food Trend Could Be Healthy For Your Portfolio, Too

    By Matthew Frankel - May 21, 2013 | Tickers: SYY, UNFI, WFM

    One trend that is obvious in America is that we as a culture are becoming more and more aware of our diets, and specifically how bad they’ve been for a long time. Every time I go out to eat, or go to the grocery store, there seems to be a new way to replace something that has been a staple of my diet with a natural or organic version more »

  • This Food Company Seems Expensive, As Do the Rest!

    By Matthew Frankel - May 21, 2013 | Tickers: GIS, HRL, TSN

    Hormel Foods (NYSE: HRL) is one of the largest producers of meat and food products, and caught my eye when looking for investment candidates in the food industry. While the stock may look expensive upon a first glance, trading for over 22 times TTM earnings, a more in-depth look reveals that this may not be the case at all.

    Hormel’s business is doing great, as you can see by more »

  • This Speculative Retailer May Pay Off in the End

    By Matthew Frankel - May 21, 2013 | Tickers: JCP, M, SHLD

    I honestly don’t know what to think about Sears Holding (NASDAQ: SHLD), or why people would still invest in it. Sears has lost a significant amount of money over the last couple of years, but sometimes money-losing companies can give you the opportunity to invest in a turnaround stock. If Sears has a viable turnaround strategy -- even one that takes years -- investors could score a nice bargain by getting more »

  • This Display Technology Could Be the Next Big Thing in TVs

    By Matthew Frankel - May 21, 2013 | Tickers: AAPL, BASFY.PK, PANL

    Generally speaking, most of your investment research time should be dedicated to long-term investments that have a track record of profitability and stability. I have always been an advocate of setting aside a small portion of your portfolio for speculative investing, say 5%-10%, depending on your particular risk tolerance. 

    By speculating, I mean investing in well-researched, legitimate (not penny stocks) companies that produce a real product and are in more »

  • A Lot of Potential for Those Who Want Some Adventure in Their Portfolios

    By Matthew Frankel - May 21, 2013 | Tickers: ADBE, CTXS, CRM

    Salesforce.com (NYSE: CRM) is the leader in software-as-a-service (SaaS) computing solutions, which is an industry that is still in its infancy. Through several acquisitions and good internal development, the company has greatly expanded its offerings, and investors and analysts seem to be very optimistic about the future. My concern is that perhaps too much growth is priced in, and that the company won’t be able to produce the more »

  • A Bargain in the Semiconductor Sector

    By Matthew Frankel - May 21, 2013 | Tickers: MRVL, QCOM, STM

    Marvell Technology (NASDAQ: MRVL) produces semiconductor products for the storage, mobile, and networking industries.  Shares of the company have done well lately along with most of the rest of the market, however shares are still well below where they were just a few years ago.  In fact, the current share price is about half of its 2012 peak.

    When a company like this trades inversely to the rest of the more »

  • High Growth Projections, But a Bit Unrealistic

    By Matthew Frankel - May 20, 2013 | Tickers: KORS, RL, JNY

    Ralph Lauren (NYSE: RL) is one of the leading fashion brands, and has been for some time now.  Even with its success, the company still manages to grow its revenues at a fairly rapid pace, with annual sales nearly tripling from $2.4 billion a decade ago to almost $6.9 billion last year. What I’m curious about is whether all of the potential growth and good news is more »

  • This Retailer is Doing Everything Right (So Far)

    By Matthew Frankel - May 17, 2013 | Tickers: AMZN, BBY, WMT

    I have been a fan of Best Buy (NYSE: BBY) for as long as I can remember. I love their business, and although they had some adapting to do, I never doubted that there is and will be a place for actual bricks-and-mortar electronics superstores. So, for much of 2012, I threw my support behind the company, and welcomed the opportunity to buy shares at ridiculously cheap levels, with shares more »

  • Finding The Cheapest EDA Software Company

    By Matthew Frankel - May 16, 2013 | Tickers: CDNS, MENT, SNPS

    Synopsys (NASDAQ: SNPS), one of the leaders in electronic design automation (EDA) software, has performed extremely well for its shareholders over the past few years, and is currently sitting just below its 52-week high. With tech stocks being hit-or-miss this year, how should you play this one going into its earnings report on May 22? Does this one have more in the gas tank, or has Synopsys reached its limit more »

  • A Bargain Remains in the Apparel Business

    By Matthew Frankel - May 15, 2013 | Tickers: ANF, ARO, AEO

    American Eagle Outfitters (NYSE: AEO) is one of the leading specialty retailers targeting the younger consumers (and the young at heart). With rising revenues, a pretty solid track record of earnings, and one of the better dividend yields in the sector, American Eagle seems to be doing just fine. Additionally, despite their success, shares are still about 18% below their 52-week high, at a time when the entire market seems more »

  • This Discount Department Store Chain Could Pay Off

    By Matthew Frankel - May 14, 2013 | Tickers: DDS, JCP, KSS, ROST

    One of the largest department store chains in the United States, Kohl’s Corp (NYSE: KSS) has over 1,100 locations.  However, even with the tremendous rally in stocks this year, Kohl’s is still about 15% below its 52-week high, and even further below the $80-level where it was trading before the financial crisis.  With a dividend yield of almost 3%, very solid and consistent revenue growth, and cheap more »

  • The Best In An Expensive Sector

    By Matthew Frankel - May 13, 2013 | Tickers: BAX, BDX, MDT

    Medtronic Inc. (NYSE: MDT) is one of the leading manufacturers of equipment for the health care industry.  In fact, the company has a leading market share in several categories, including pacemakers, defibrillators, and diabetes products just to name a few.  The company has grown its revenues tremendously over the past decade (see below), with sales up each and every year, including the entire tumultuous 2008-2010 period.  How many other health more »

  • The Best of the Big Retailers

    By Matthew Frankel - May 13, 2013 | Tickers: TGT, TD, WMT

    Lately it seems that almost the entire market has been making new highs daily, making it more and more difficult to figure out which companies are still good values and which have gotten a little bit ahead of themselves.  This is especially true in one of my personal favorite sectors to invest in: retail.  Retailers provide unique opportunities to capitalize on trends in consumers’ spending habits and market uncertainty.  For more »

  • A Great Company In A Thriving Sector, Just Too Expensive!

    By Matthew Frankel - May 13, 2013 | Tickers: HD, LOW, WMT

    The rise of Home Depot’s (NYSE: HD) share price has been almost linear over the past couple of years, from around $30 in mid-2011 to just under $75 today, which happens to be an all-time high.  While we know the economy is improving, I was very surprised to see that Home Depot is trading for almost twice as much as it was during the peak of the housing boom more »

  • This Specialized Tech Company Looks Cheap

    By Matthew Frankel - May 13, 2013 | Tickers: A, HPQ, MTD

    Agilent Technologies  (NYSE: A) is one of the leading manufacturers of measurement and testing instruments, and has exposure to many sectors, making it a great diversification play.  With nicely growing revenues, a great balance sheet, and a share price that is still about 10% below its 52-week high despite the incredible rally in the markets, is Agilent worth a look?

    About Agilent Technologies

    Agilent Technologies, which was spun off from more »

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