XMFWildWeasel

Stephen D. Simpson

XMFWildWeasel’s Activity

Yesterday

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Article

XMFWildWeasel published an article 12:39 PM

EMC Corporation Is Gaining Share, But Facing a Fight to Keep Its Business Model Intact

EMC appears to be taking share in a still-weak storage market, but management may have to fight to keep its vision of the company intact.

Fri Jul 25

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Article

XMFWildWeasel published an article 3:06 PM

Boston Scientific Stock Down Slightly on Earnings

Boston Scientific reported surprising growth from supposedly low-growth segments, but the way forward is still hazy

Thu Jul 24

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XMFWildWeasel published an article 2:33 PM

Weatherford International Rebuilding Trust, but Needs to Rebuild the Business

Weatherford continues to deliver asset sales and margin improvements, but a lot of work still lies ahead

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XMFWildWeasel published an article 2:01 PM

Keep Calm and Carry On, Roche Stock

Roche continues to build upon the strongest oncology franchise in Big Pharma but could still use some non-oncology hits

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XMFWildWeasel published an article 10:44 AM

With Baseband Finished, Higher-Margin Broadcom Looks for New Drivers

Exiting baseband provides an immediate boost to margins, but finding new sources of revenue growth is vital for a better multiple.

Wed Jul 23

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Article

XMFWildWeasel published an article 4:00 PM

Why the Market Is Wrong About Intuitive Surgical Stock

Good system sales and procedure volume growth are helpful but not entirely convincing

Tue Jul 22

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Article

XMFWildWeasel published an article 5:00 PM

Is Alkermes plc Stock Undervalued?

Strong science and underserved markets can fuel further gains from this delivery-focused biopharma

Mon Jul 21

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XMFWildWeasel published an article 2:08 PM

Allergan Stock Earnings: Good Enough to Fight off Valeant?

Allergan's strong second quarter earnings may help its takeover defense; a defense that is starting to aggravate Valeant

Sun Jul 20

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XMFWildWeasel published an article 8:30 AM

Why Google Could Transform How We See

Novartis and Google decide to work together on sci-fi eyes.

Fri Jul 18

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Article

XMFWildWeasel published an article 5:45 PM

Heavy Static At Danaher Corporation

Weak results in test & measurement and frustration over a lack of big M&A weighs on the shares

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XMFWildWeasel published an article 5:00 PM

AbbVie Inc. Wins the Shire

AbbVie comes to terms for a deal that will significant reduce its tax bill and add some valuable diversification

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Article

XMFWildWeasel published an article 10:22 AM

Stryker Corporation Stock Coming Through With Growth

Even with pricing worries and weak spine results, Stryker is among the fastest-growing large med-techs

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Article

XMFWildWeasel published an article 8:59 AM

Why the Market is Wrong About Baxter Stock

Baxter beat the skeptics this time, and still has a solid long-term outlook

Thu Jul 17

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Article

XMFWildWeasel published an article 2:00 PM

Forget Earnings: Catalysts Incoming for Novartis Stock

Novartis's second quarter earnings were ho-hum, but that's not why investors are bullish about the shares

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XMFWildWeasel published an article 1:12 PM

JPMorgan Chase & Co's Broad-Based Beat Restores Some Confidence

Good revenue growth, particularly in core loans, helped fuel an across-the-board beat for this giant bank

Wed Jul 16

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Article

XMFWildWeasel published an article 5:01 PM

St. Jude Medical, Inc. Still Feeling the Love

St. Jude Medical's momentum in CRM is proving more resilient than the skeptics would believe

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XMFWildWeasel published an article 5:00 PM

Abbott Labs Stock Earnings: Why Steady Isn't Enough

Abbott did well on expenses, but driving better revenue growth needs to be the priority soon

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XMFWildWeasel published an article 5:00 PM

Should Roche Buy Exelixis?

A successful phase 3 study has started rumors that Roche may bid for Exelixis

Tue Jul 15

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Article

XMFWildWeasel published an article 4:05 PM

Can Roche Find Rare Success In Alzheimer's?

Roche is about to release phase 2 data that could redefine its opportunity in this extremely hard-to-treat disease

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Article

XMFWildWeasel published an article 4:00 PM

Johnson & Johnson Ups The Dosage

The pharmaceutical business continues to drive nearly all of the growth at this healthcare giant.

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