TMFSaintGermain

Lee Samaha

Civil Engineer, former investment manager and full-time investor. Raised in the UK, but I've lived in various countries including Lebanon, Spain, Greece, Hungary and Croatia. I've long been passionate about investing and I approach my work from that perspective, and I hope it comes across in my writing.

TMFSaintGermain’s Activity

Fri Jul 18

NL

Article

TMFSaintGermain published an article 6:00 PM

Danaher Corp. Sells Off, but Is It a Good Value?

Danaher Corp. released a disappointing set of earnings, which contained mixed messages for Agilent Technologies, Pall Corporation, and Patterson Companies. With that said, it's starting to look like a good value.

Wed Jul 16

NL

Article

TMFSaintGermain published an article 2:44 PM

3 Reasons to Feel Positive About United Technologies

United Technologies' aviation engine company Pratt & Whitney has been subject to disappointment over its geared turbofan engine. Here are three reasons those fears may be overplayed.

NL

Article

TMFSaintGermain published an article 2:13 PM

What Johnson & Johnson Needs to Take the Stock Higher

Johnson & Johnson reported a strong quarter, and management continues to execute well, but the company needs some help from its end markets. Moreover, Hospira could threaten future sales of Johnson & Johnson's best-selling drug.

Tue Jul 15

NL

Article

TMFSaintGermain published an article 4:58 AM

What's Going On at Family Dollar?

Family Dollar has been underperforming Dollar General and Dollar Tree in recent times. But with activist investor Carl Icahn heavily involved, should Fools buy into the turnaround story even if it takes a while?

NL

Article

TMFSaintGermain published an article 3:40 AM

What to Expect From American Railcar's Earnings

Following a good set of earnings from Greenbrier, investors in American Railcar and Trinity Industries might be looking forward to their companies earnings reports with optimism. A look at what to expect.

NL

Article

TMFSaintGermain published an article 3:25 AM

Global Trade Growing? Great News for UPS, FedEx, and Boeing

Increasing protectionism in the global economy has caused trade to grow slower than growth in recent years, but is a bounce back is looking likely in 2014?

Fri Jul 11

NL

Article

TMFSaintGermain published an article 4:21 AM

Why Alcoa's Results Should Interest Cummins, Caterpillar, and Johnson Controls

Alcoa always gives good commentary on its end markets, and shareholders in Caterpillar, Johnson Controls, and Cummins should follow its report closely.

NL

Article

TMFSaintGermain published an article 4:02 AM

Are Acuity Brands and Cree the Best LED Lighting Plays?

LED lighting is set for strong growth, but don't expect Acuity Brands and Cree not to have some issues along the way.

Thu Jul 10

NL

Article

TMFSaintGermain published an article 6:12 PM

Will General Electric's Aviation Business Keep Outperforming?

An analysis of General Electric's aviation segment, and why it's set to do well on Boeing programs, even as United Technologies steps up competition.

NL

Article

TMFSaintGermain published an article 5:07 PM

Is It Finally Time to Buy ConAgra?

ConAgra has disappointed investors for a while now, but it looks cheap compared to Kraft and Treehouse Foods. Is ConAgra a good value now?

NL

Article

TMFSaintGermain published an article 4:04 PM

Why U.S. Car Companies Could Be Set to Win Big in China

Recent moves by authorities in China are creating conditions wherein Ford and others can issue credit easier to car purchasers. Good news for Ford, and also for U.S. car parts manufacturers like Visteon and Johnson Controls.

Mon Jun 30

NL

Article

SaintGermain published an article 11:44 AM

Why Emerging Markets Are Important for Stanley Black & Decker

Stanley Black & Decker looks attractive, but its prospects depend partly on its emerging-market performance. Meanwhile, industry peers like Snap-on have being saying positive things about the industrial sector, and home-goods company Whirlpool is [more]

NL

Article

SaintGermain published an article 5:55 AM

Stocks to Play the Recovery in the Business Jet Market

The business jet market looks set to recover in the coming years and companies like Textron, Bombardier, Ametek, and General Dynamics deserve a closer look.

Fri Jun 27

NL

Article

SaintGermain published an article 4:16 PM

What Caterpillar's Sales Figures Tell You About Its Stock

Caterpillar's latest sales numbers contain lots of useful information, which shareholders in Joy Global and General Electric should keep an eye out for.

NL

Article

SaintGermain published an article 7:26 AM

Which Stocks Will Win From the War on Coal?

Regulatory authorities are increasingly introducing legislation, which will negatively affect coal's prospects, and companies like Caterpillar and Joy Global could be net losers.

Tue Jun 24

NL

Article

SaintGermain published an article 2:58 PM

What Oracle's Guidance Really Means

The way Oracle issues guidance has changed. Moreover, the company's business model has also changed, as Oracle's determination to enter the cloud compares well to IBM's focus on hitting its own earnings targets.

NL

Article

SaintGermain published an article 6:36 AM

5 Reasons to Like FedEx

FedEx's offers good long-term growth prospects, but just as with UPS, its growth is dependent on global trade growth. A look at five reasons FedEx can outperform.

NL

Article

TMFSaintGermain published an article 6:01 AM

Can Boeing Increase Margins on Its Commercial Airplanes?

A look at the underlying issues behind Boeing's quest to increase margins, and at the pressure it's putting on companies such as Triumph Group and Spirit AeroSystems.

Tue Jun 17

NL

Article

SaintGermain published an article 3:44 PM

Time to Rethink Warren Buffett's Favorite Industrial Indicator?

Warren Buffett's favorite economic indicator relates to rail traffic, but the decline in coal production has made shipment data less accurate and causes some problems for CSX, Norfolk Southern, and Union Pacific.

NL

Article

SaintGermain published an article 3:14 PM

A Stronger Second Half of 2014 for These Companies?

Caterpillar, Johnson Controls and NCI Building Systems are all exposed to the U.S. commercial construction sector to different degrees, and there is reason to believe that they will see a lift from the sector in the second half.

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Boards Stats & Trivia

Board Posts 6
Recs Received 1
People who have rec'd these posts 1
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 33.33 %
Most Frequent Board Cognex Corporation
Very First Post DSL Growth in USA (12/12/2000)
Percentage of Posts Rec'd 16.67 %
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