Archive for October, 2005

  • Dell: The True Hollywood Story
    , October 31st, 2005 at 5:43 pm

    Heavens to Murgatroyd! What’s wrong with Dell (DELL) now? I still like Dell, but warnings like this aren’t making it easy. After the bell, Dell [...]

  • The Market Today
    , October 31st, 2005 at 4:30 pm

    The stock market finished a lousy October on a positive note today. The S&P 500 rose by 0.72%, while our Buy List increased by 1.33%. [...]

  • King Win Bids for ExxonMobil?
    , October 31st, 2005 at 12:47 pm

    This has to be one of the weirdest stories I’ve seen in awhile. An unknown Chinese company called King Win Laurel Ltd. has filed to [...]

  • Scooter Goes Down, Stocks Go Up
    , October 31st, 2005 at 10:12 am

    The Dow had one its best days in months on Friday, even though a top White House aide was indicted. If history is any judge, [...]

  • Lost on Tech Stocks
    , October 30th, 2005 at 10:59 pm

    In college, I remember my professor telling me that The Wizard of Oz wasn’t really about a girl and her dog who get blown over [...]

  • Welcome Barrons’ Readers
    , October 30th, 2005 at 6:03 pm

    Welcome! Please have a look around. You can learn more about us, check out our Buy List, peruse our archives, shoot me an e-mail. It’s [...]

  • The Week Ahead
    , October 30th, 2005 at 5:11 pm

    This week, the Federal Reserve holds a tribal council meeting, and will almost certainly raise interest rates for the 12th straight time. This will bring [...]

  • The Death of Pensions
    , October 30th, 2005 at 1:40 am

    Forget terrorism. Forget Bird Flu. In today’s New York Times, Roger Lowenstein takes 8,000 words to look at the country’s real threat—our dysfunctional pension system. [...]

  • Thoughts on the Market
    , October 29th, 2005 at 3:04 pm

    When I look at this market, I’m surprised by how strange it is. The market doesn’t seem to be committed to any trend or sector. [...]

  • The Market Today
    , October 28th, 2005 at 4:58 pm

    The stock market wasn’t held back by the news of the indictment of Scooter Libby, Dick Cheney’s Chief of Staff. The Dow gained 172 points, [...]

  • Google Watch
    , October 28th, 2005 at 3:02 pm

    The WSJ profiles Eugene Walton, one of the few Google (GOOG) bears on Wall Street. Walton just raised his price target on Google from $200 [...]

  • Dell’s Descent
    , October 28th, 2005 at 2:13 pm

    Dell’s (DELL) punishment continues. The stock is close to falling below $30 a share. It looks like today will mark the lowest close in over [...]

  • The Morning Market
    , October 28th, 2005 at 11:14 am

    The markets are reacting somewhat favorably to this morning’s GDP report. Stocks and bonds are up; gold and oil are down. Thanks to Frontier Airlines [...]

  • Today’s GDP Report
    , October 28th, 2005 at 9:27 am

    The government reported that GDP grew by 3.8% during the third quarter. Economists were expecting a growth rate of 3.6%. The economy has now grown [...]

  • Frontier’s Earnings
    , October 28th, 2005 at 6:56 am

    At 8:27 last night, it finally came…. Frontier Airlines (FRNT) had to wait until prime time to deliver its earnings report. I won’t lie. This [...]

  • The Market Today
    , October 27th, 2005 at 6:51 pm

    I’m not pleased with the market today. Two of our stocks reported earnings that were inline with expectations, but they gave modest outlooks for next [...]

  • AT&T Brand Lives On
    , October 27th, 2005 at 3:40 pm

    I have to say that I like this news. SBC Communications (SBC) is buying AT&T, and it will adopt its name. AT&T was originally formed [...]

  • Don’t deficits matter?
    , October 27th, 2005 at 1:06 pm

    “Don’t deficits matter?” asks Buttonwood at the Economist. She’s not happy that the dollar continues to rally: The currency has gained more than 10% this [...]

  • Business Week Takes another Shot at Dell
    , October 27th, 2005 at 12:43 pm

    You can tell Dell’s (DELL) earnings announcement is coming soon when Business Week starts publishing its anti-Dell articles. You can almost set your clock by [...]

  • ExxonMobil’s (XOM) Earnings
    , October 27th, 2005 at 10:32 am

    ExxonMobil (XOM) reported third-quarter earnings of nearly $10 billion and Royal Dutch Shell reported earnings of $9.4 billion. These numbers are gigantic. I doubt any [...]