Matthew Frankel

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  • One of the Best Retailers, But a Little Too Expensive

    By Matthew Frankel - August 19, 2013 | Tickers: AMZN, PETM, WMT

    As the leading retailer in a growing market, PetSmart (NASDAQ: PETM) has taken full advantage of the pet-products market expansion over the past couple of decades. In fact, while it is estimated that the market for pet products almost doubled over the past decade, PetSmart’s revenue has risen by even more--about 130% over the same time period. I do believe that PetSmart will continue to grow, but will the more »

  • Look to This Medical Equipment Leader For Consistent Growth

    By Matthew Frankel - August 17, 2013 | Tickers: BAX, BDX, MDT

    The health care sector can be daunting for some investors, and there are some good reasons for why many people won’t go near health care stocks. First, the health care laws have been changing constantly (how many times has Obamacare been changed?) and it is hard to say with any degree of certainty how the changing laws will affect these companies’ bottom lines. Also, when a lot of people more »

  • A Leader In Two Markets Makes For A Good Investment

    By Matthew Frankel - August 15, 2013 | Tickers: HRB, INTU, MSFT

    Some of my favorite companies to follow are those who not only lead, but dominate their fields. These types of businesses are interesting because they have positive catalysts such as pricing power and cost efficiencies working for them, but disadvantages such as difficulty in growing sales. Intuit (NASDAQ: INTU) is one of these, and is the clear leader in do-it-yourself tax preparation software (TurboTax) as well as small business software more »

  • Great Company, But A Not-So-Great Investment

    By Matthew Frankel - August 15, 2013 | Tickers: AMZN, BBY, HGG

    Over the past year, I have written several times about Best Buy (NYSE: BBY) and why it made sense as a long-term investment. However, my tune may be changing on this one.  It’s not that I don’t believe in the company anymore. On the contrary, I think that Best Buy will continue to successfully adapt their business model to the changing retail environment, which it has already begun more »

  • Don't Let 1 Company Ruin a Whole Sector for You!

    By Matthew Frankel - August 15, 2013 | Tickers: ANF, AEO, URBN

    Sometimes, a company makes such negative comments about its business that it drags others in its sector down with it, creating buying opportunities. This is the case with American Eagle Outfitters (NYSE: AEO), which caused several other apparel retailers to drop after cutting its second-quarter outlook in half after the market closed on Monday, Aug. 5.

    One company, in particular, that presents an interesting opportunity is Abercrombie & Fitch (NYSE: ANFmore »)

  • Why This Networking Company Is No Longer Attractive

    By Matthew Frankel - August 15, 2013 | Tickers: BRCD, CSCO, STX

    Brocade Communications Systems (NASDAQ: BRCD) has done an excellent job of growing its business, with revenue quadrupling in a decade. However, over the past couple of years, the growth seems to have stagnated, and the company is actually expected to report slightly lower revenue for the current year. Earnings are expected to be flat for the next few years, and the competition keeps getting stiffer.

    Curiously, shares have spiked lately more »

  • Why Don't These Stocks Reflect the Risk?

    By Matthew Frankel - August 15, 2013 | Tickers: AMAT, ASML, KLAC

    The semiconductor industry can be cyclical and volatile, and as a result, can scare away a lot of investors. However, there are some companies in the sector that are still worthy of consideration. Applied Materials (NASDAQ: AMAT) is one of my favorite companies in the space as it is the leading manufacturer of equipment used to make semiconductors. In other words, it is the company that many semiconductor makers get more »

  • The Best Risk/Reward in Engineering

    By Matthew Frankel - August 14, 2013 | Tickers: FLR, FWLT, JEC

    With the improving economy, both in the United States and in most of the emerging markets worldwide, engineering firms should be very well positioned to profit. With an expected increase in infrastructure spending as well as residential and commercial construction, there should be no shortage of money to be made in the coming years. There are many good choices in the sector, with my personal favorite being Foster Wheeler (NASDAQ: FWLTmore »)

  • Why This Retail Giant Is a Good Value for You

    By Matthew Frankel - August 13, 2013 | Tickers: COST, TGT, WMT

    Wal-Mart Stores (NYSE: WMT), the world’s largest retail company, may not seem like it has much room for growth, with sales currently just under half a trillion dollars annually (yes, trillion). However, when it comes to the company’s international ventures, a strong case can be made that the company is just beginning to realize its true potential. Let’s take a look at where Wal-Mart stands, where it more »

  • Which Department Stores Are Worth a Look?

    By Matthew Frankel - August 13, 2013 | Tickers: DDS, JCP, M, JWN, SHLD

    Most companies that fall into the “mall department store” category have made lousy investments recently. For instance, J.C. Penney (NYSE: JCP) with its headline-grabbing corporate drama is actually trading below its 2009 financial crisis lows. Despite what the headlines might lead you to believe, there are some bright spots in the sector. I’d like to take a look at five of the most well known mall-based department store more »

  • This Instrument Maker Is a Good Fit for Your Portfolio

    By Matthew Frankel - August 13, 2013 | Tickers: A, DHR, TMO

    Agilent Technologies (NYSE: A) is one of my favorite stocks to watch because it is a potential fit for virtually any portfolio. When investing for the long term, diversification is the name of the game, and Agilent gives shareholders exposure to such industries as communications, electronics, life sciences, chemicals, and medical instruments. The company also looks pretty attractive on a valuation basis, with excellent earnings growth expected over the next more »

  • The Clear Choice In Networking Systems

    By Matthew Frankel - August 9, 2013 | Tickers: CSCO, IBM, JNPR

    As the world’s largest supplier of computer networking systems, many investors don’t consider Cisco Systems (NASDAQ: CSCO) to be much of a growth story. After all, with sales of over $46 billion last year, how much more networking equipment could they sell? The answer is more than you may think!

    With routing and switches still evolving at a very high rate, Cisco is still a long way from more »

  • The Only Choice in Travel

    By Matthew Frankel - August 8, 2013 | Tickers: EXPE, OWW, PCLN

    I have been a fan of (NASDAQ: PCLN) for some time now, and truly believe that the company has been a game-changer for the travel business. However, with shares just below their all-time highs and more than 50% higher than they were just a year ago, valuation has become more of a concern. Specifically, is Priceline still worth buying or holding at the current share price, or should more »

  • Some Casino Stocks Are Worth the Gamble

    By Matthew Frankel - August 2, 2013 | Tickers: CZR, LVS, MGM, WYNN

    Casino stocks have been exciting to watch over the past few years, not only because of the evolution of the gaming environment in the United States, but because of the incredible boom in casino building overseas, particularly in Asia. However, the publicly-traded casino stocks are a very diverse bunch. I have written about the major casino players before, but after the recent gains in share price for some, and recent more »

  • This Entertainment Company Is Doing Better Than You May Think

    By Matthew Frankel - August 2, 2013 | Tickers: TWX, VIAB, DIS

    Recently, while booking a trip to Walt Disney World for my family, I noticed a few things that led me to believe that the company is doing very well lately. Everything from theme park tickets to their hotels has gotten much more expensive in just the past few years, and other things such as dinner reservations have gotten harder to come by.

    Now, I realize that this is far from more »

  • Why You Should Own This Oil Drilling Player

    By Matthew Frankel - August 1, 2013 | Tickers: ESV, OII, RIG

    Let me start by saying that I believe in the oil drilling business over the long term. Energy experts have stated that the world’s energy demand will increase fivefold between now and 2050, from 10 Terawatt-hours to 50. While a great deal of demand is likely to be satisfied by cleaner energy sources such as nuclear and solar power, there will still be an enormous demand for fossil fuels more »

  • Three Utilities to Watch This Week

    By Matthew Frankel - July 31, 2013 | Tickers: D, SCG, SRE

    Utility companies can make excellent long-term investments for any portfolio. They generally have relatively low volatility, pay nice yields, and tend to be fairly recession resistant. Today, I’d like to look at a few of my favorites that all happen to report their second quarter earnings in the next week or so, Dominion Resources (NYSE: D), SCANA Corp (NYSE: SCG), and Sempra Energy (NYSE: SRE). Let’s take a more »

  • What Is the Best Play on Retail Pharmacies?

    By Matthew Frankel - July 31, 2013 | Tickers: CVS, ESRX, WAG

    CVS Caremark (NYSE: CVS) is one of my favorite “safety” stocks, that is, a company that is well positioned to do well in any type of economic environment. The company makes well over half of its money from its pharmacy services, and with the aging U.S. population and new health care laws, demand for prescription medications isn’t going anywhere anytime soon. 

    My only concern is that with shares more »

  • This Refiner Seems Cheap, Here's What to Watch For

    By Matthew Frankel - July 31, 2013 | Tickers: XOM, TSO, VLO

    Tesoro (NYSE: TSO) is one of the largest refiners and marketers of petroleum products in the U.S., with about 845,000 barrels per day of refining capacity and more than 2,200 retail branded gas stations. Although the company has done very well over the past several years, shares have been on a slump lately, down more than 15% in just the past few months. With Tesoro set to more »

  • This Exchange Has a Bright Future, But Expensive Shares

    By Matthew Frankel - July 30, 2013 | Tickers: CME, ICE, NDAQ, NYX

    CME Group (NASDAQ: CME) is the largest futures exchange in the world, providing exchange-traded derivative contracts on interest rates, stock indexes, foreign exchange, energy, commodities, and real estate. The company has done extremely well recently, with shares up almost 25% in the past three months, although revenues have been somewhat inconsistent in recent years. CME Group is set to report their second quarter earnings on Thursday, August 1, and I more »

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