Lee Samaha

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  • Why You Should See The Benefits In This High Quality Growth Play

    By Lee Samaha - August 19, 2013 | Tickers: CGNX, DHR

    How many times have you read an article that discusses a company with jam tomorrow growth prospects? Well it’s time to read one about a stock that is starting to deliver on its potential right now. Cognex (NASDAQ: CGNX) is the world leader in machine vision systems used in capturing and analyzing data from automated manufacturing processes. With the stock up over 52% in the last year, it’s more »

  • Time to Buy This Recession-Proof Stock?

    By Lee Samaha - August 15, 2013 | Tickers: BECN, CSL, OC

    With the housing market recovery ongoing, it’s natural for investors to look for construction-related plays. As its name suggests, Beacon Roofing Supply (NASDAQ: BECN) distributes roofing materials. The stock has had a great run over the last year with a 43% rise, but its latest results were disappointing. Is this dip a good buying opportunity? Let's take a closer look.

    Is Beacon a defensive or a cyclical stock more »

  • Why This IT Company Can Outperform

    By Lee Samaha - August 15, 2013 | Tickers: IBM, NICE, VRNT

    It’s been a volatile year for the tech sector, but one company's consistency has helped it stand out. Customer interaction company NICE Systems(NASDAQ: NICE) has managed to keep its guidance on an even keel throughout the year. Meanwhile, the company is gradually transforming itself from a hardware specialist into a big data play. 

    NICE Systems' latest results

    Here's a brief summary of the company's latest-second more »

  • Ignore The Market Noise -- This Health Care Play Is A Good Value

    By Lee Samaha - August 15, 2013 | Tickers: CVS, WAG

    Note: A previous version of this article identified CVS as CVX. This version has been amended. 

    Sometimes the best thing to do in investing is nothing. In the case of the pharmacy chains CVS (NYSE: CVS) and Walgreen(NYSE: WAG), this policy has been a winning one over the last year.

    Their stock prices have risen by 34% and 39.4% respectively in that period, mixed with short downward moves more »

  • How This IT Company is Managing Changes in Computing Trends

    By Lee Samaha - August 11, 2013 | Tickers: CSCO, CTXS, FFIV, INTC, MSFT

    It helps to have powerful friends, and very few companies have allies as strong as IT virtualization specialist Citrix Systems (NASDAQ: CTXS). With partners such as Cisco Systems (NASDAQ: CSCO) and Microsoft(NASDAQ: MSFT) helping to push some of Citrix’s newer solutions, the company looks well placed to grow even as its core desktop virtualization sales are slowing. In summary, the stock looks a good value. However, in order more »

  • It's Time to Buy This High-Growth Health-Care Stock

    By Lee Samaha - August 8, 2013 | Tickers: HSIC, PDCO, SIRO

    The market decided it didn’t initially like dental equipment maker Sirona Dental Systems(NASDAQ: SIRO) third-quarter results, and subsequently marked the company down by more than 5%. Investors may well have reacted negatively to the margin declines in each of Sirona’s business segments, but that shouldn’t detract you from its positive long-term prospects. In fact, here's why now looks like a good time to pick up more »

  • 5 Reasons This Stock Can Surpass Its Sector

    By Lee Samaha - August 7, 2013 | Tickers: COV, GE, JNJ

    It’s been a tricky market for medical device companies in 2013, but you wouldn’t know it from Covidien’s (NYSE: COV) share price performance.

    The stock is up nearly 23% this year, even while companies like Johnson & Johnson(NYSE: JNJ) have disclosed lower-than-expected growth in surgical procedures. Moreover, the spinoff of Covidien's pharmaceuticals business (to be called Mallinckrodt) turns it into a pure-play medical device company. Why more »

  • This Retailer Deserves to Trade at a Premium

    By Lee Samaha - August 7, 2013 | Tickers: COLM, NKE, VFC

    Outdoor clothing company VF (NYSE: VFC) is one of the most compelling growth stories in the retail sector. Its mix of brands gives it the diversity to deal with a slowdown in any one segment, and many of its brands are under-penetrated within key growth markets. Here's why it deserves to trade at a premium to the rest of the retail sector.

    VF raises guidance, again

    In its latest more »

  • Is This Tech Stock About to Make a Comeback?

    By Lee Samaha - August 5, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    It’s been a difficult year for investors in IT security company Fortinet (NASDAQ: FTNT). They have been forced to watch the stock fluctuate wildly, and then settle at a price similar to which it began the year. On the one hand, Fortinet's underperformance to the Nasdaq is justified; throughout 2013, the company has been lowering full-year guidance. On the other hand, the key to investing is always to more »

  • Time to Buy This Out-of-Fashion Tech Stock?

    By Lee Samaha - July 31, 2013 | Tickers: CTXS, FFIV, RDWR

    One of the hardest things to do in investing is to buy a stock that you know is out of fashion. With application delivery controller (ADC) specialist F5 Networks (NASDAQ: FFIV) you have a classic case of a technology company that is attractively valued, but seeing slowing growth.

    Typically, the market doesn’t reward such companies, and you can find yourself waiting a long time for the market to come more »

  • 3 Reasons Why This Housing Play Is a Great Value

    By Lee Samaha - July 30, 2013 | Tickers: HD, SWK, WHR

    Investors in home appliance manufacturer Whirlpool (NYSE: WHR) have seen a near-90% rise in its share price over the last year, and many of them must feel tempted to take some profits. But the company has a number of positive things happening for it in 2013. And  if it continues to execute in moving towards hitting its long-term targets, Whirlpool could have plenty of upside left.

    Whirlpool upgrades guidance

    In more »

  • Plenty of Upside Potential With This Industrial Company

    By Lee Samaha - July 30, 2013 | Tickers: AA, FAST, MSM, PPG, SHW

    Investors in paintings and coatings company PPG Industries (NYSE: PPG) have enjoyed a nearly 45% rise over the last year, but the stock has remained in a tight $150-$160 range over the last few months. Is this a sign that it’s time to take profits on the stock?  Before you rush to hit the sell trigger, you should consider the upside potential in this stock. PPG can move more »

  • The 3 Reasons Why This Industrial Giant Is Outperforming

    By Lee Samaha - July 29, 2013 | Tickers: AA, GE, JNJ

    If you think that investing is simple, then just take a look at industrial giant General Electric’s (NYSE: GE) latest results. The industrial sector has been weaker this year, but GE reported a surprisingly good set of results. Furthermore, rivals such as Switzerland’s ABB and Germany’s Siemens, have subsequently given disappointing results and guidance. So what's going on with GE? How has it managed to achieve more »

  • 6 Reasons to Buy This Low-Rated Tech Company

    By Lee Samaha - July 29, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    Whether rightly or wrongly, the market always seems to want technology companies to deliver growth, or they will be punished with low valuations. Consider the case of low-rated IT security specialist Check Point Software (NASDAQ: CHKP).  The company generates huge cash flows, and holds a significant portion (over 30%) of its market capitalization in cash. On the other hand, it’s estimated to only grow earnings in the 6% to more »

  • Can This IT Giant Really Hit Its Guidance?

    By Lee Samaha - July 23, 2013 | Tickers: ARMH, INTC, MSFT, QCOM

    One of the most fascinating things about investing is how you can find yourself faced with the same sort of questions over and over again. In the case of Intel (NASDAQ: INTC), you're coming up against some classic propositions. What if you like the long term value of the stock, but are concerned about the near-term risk? Moreover, you might like the forward guidance, but how much do you more »

  • Is This Health-Care Giant Still a Good Value?

    By Lee Samaha - July 23, 2013 | Tickers: COV, JNJ, COO, VAR

    Investors in health-care giant Johnson & Johnson (NYSE: JNJ) have been rewarded with a 30% share price rise in the last year. The health-care giant remains a go-to choice for investors seeking a relatively recession-proof stock with a decent dividend. However, investors need to ask themselves a few questions about its recent results: Can this share price run continue?  Does Johnson & Johnson still provide compelling value?  And what are the key more »

  • Finding Areas of Strength in a Weak Tech Market

    By Lee Samaha - July 23, 2013 | Tickers: IBM, NICE, ORCL, TIBX

    One of the great IT bellwethers, IBM (NYSE: IBM), issued mixed results in mid-July. It’s hard to be too critical of a company that has just raised estimates despite increased currency headwinds, but a deeper analysis of the company's results reveals some underlying weakness.  It’s been a difficult year for technology, and IBM’s earnings did little to raise investors' spirits.

    IBM reports

    The two key positives more »

  • Can This Fast Food Giant Get Back on Track?

    By Lee Samaha - July 18, 2013 | Tickers: BKW, MCD, YUM

    It’s been a frustrating year for Yum! Brands’ (NYSE: YUM) investors, as the fast-food giant has faced some significant challenges in China. The country is at the forefront of Yum!'s efforts to shift toward becoming the emerging-market fast food company du jour. Will the company's problems prove temporary, or are there underlying macro-economic reasons for the weakness in the Chinese fast food sector? 

    Finger-licking buying opportunity?

    The more »

  • Why You Should Stay Invested in the Financial Sector

    By Lee Samaha - July 16, 2013 | Tickers: COF, JPM, WFC

    Earnings season is in full flow now, and it’s the turn of banking heavyweights such as Wells Fargo (NYSE: WFC) and JPMorgan Chase (NYSE: JPM) to give their numbers and commentary on the economy. As ever, investors will focus on the housing market’s effect on banking stocks' prospects, and what it means to the wider economy. Frankly, I think the housing market is the key to future movements more »

  • Which Stocks Are Working in the Industrial Sector?

    By Lee Samaha - July 16, 2013 | Tickers: AA, FAST, MSM

    It’s always interesting to use earnings season as a way to formulate a view on the economy. Unfortunately, anyone looking for some positive news on the industrial sector would have been disappointed by the recent results from industrial supply companies Fastenal (NASDAQ: FAST) and MSC Industrial Direct(NYSE: MSM). What did these companies say, and what does it all mean for the industrial sector?

    Mixed growth in the industrial more »

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