Archive for January, 2006

  • The Super Bowl Indicator
    , January 26th, 2006 at 10:08 am

    No matter who wins the Super Bowl, the indicator points to good news for investors.

  • GM’s Earnings Report
    , January 26th, 2006 at 10:00 am

    What a disaster! General Motors (GM) lost a stunning $4.8 billion last quarter, or $8.45 a share. This is GM’s fifth straight quarterly loss. Bear [...]

  • Danaher & Respironics
    , January 26th, 2006 at 9:38 am

    This morning, Respironics (RESP) reported earnings of 36 cents a share which was inline with Wall Street’s expectations: Fiscal second-quarter net income was $24.1 million, [...]

  • The Devil Wears Prada
    , January 25th, 2006 at 5:50 pm

    MarketWatch: When Ben Bernanke steps into Alan Greenspan’s shoes at the Federal Reserve on Feb. 1, he’ll be under pressure to prove he’ll be vigilant [...]

  • Fair Isaac Earns 52 Cents a Share
    , January 25th, 2006 at 5:23 pm

    Fair Isaac (FIC) just reported earnings of 52 cents a share. I was wrong on sales growth. Revenues came in at $202.8 million, growth of [...]

  • Medicare Drug Benefit Sparks an Industry Land Grab
    , January 25th, 2006 at 12:49 pm

    The WSJ has a fascinating article today on the business impact of the new Medicare prescription drug benefit. Our own UnitedHealth (UNH) is one of [...]

  • Boston Scientific Wins
    , January 25th, 2006 at 10:38 am

    This time, it looks like it’s finally over. Guidant’s (GDT) board has accepted Boston Scientific’s (BSX) higher bid. BSX will pay $42 a share in [...]

  • Profits Plunge at the New York Times
    , January 24th, 2006 at 2:49 pm

    Earnings dropped 11% for the year and 45% for the quarter: Circulation revenue remained under pressure, though the company, which owns The New York Times, [...]

  • Earnings Preview for Fair Isaac
    , January 24th, 2006 at 2:36 pm

    Fair Isaac (FIC) will report its earnings after the close tomorrow. If you’ve read this blog for awhile, you know that I’m a big fan [...]

  • Golden West Financial Beats Earnings
    , January 24th, 2006 at 11:31 am

    This is why I like dull stocks. Sure, Golden West Financial (GDW) is boring, but it never lets me down. While everyone else is reporting [...]

  • IPO for Chipotle Mexican Grill
    , January 23rd, 2006 at 2:30 pm

    I have to confess that I’m a Chipotle’s addict. If you’re not familiar with the restaurant, they’re crack dealers. But instead of crack, burritos. But [...]

  • The Hottest Market in the World
    , January 23rd, 2006 at 2:06 pm

    A few months ago, I wrote about the hottest stock market in the world. It’s in Brazil, and things haven’t slowed down. The Brazil iShares [...]

  • Black Monday
    , January 23rd, 2006 at 11:46 am

    The official announcement came. Ford said that by 2012, it will cut as many as 30,000 jobs and shut down 14 plants. The plan is [...]

  • The Way Forward
    , January 23rd, 2006 at 6:03 am

    Good morning. Today is Black Monday—the day that Ford Motor (F) will announce its major restructuring plan. I know you might be a little confused [...]

  • The Great Crash of 1906
    , January 22nd, 2006 at 1:38 pm

    We recently celebrated the 100th anniversary of the start of the longest bear market in history. What’s that, you say never heard of the Crash [...]

  • Google Earth
    , January 21st, 2006 at 7:48 pm

    is the greatest invention in the history of the world…or at least the most addictive (download). A few things I’ve noticed: 21° 21′ 53″ N [...]

  • More Firms Are Refusing to Provide Earnings Guidance
    , January 21st, 2006 at 4:29 pm

    Since the tech bubble burst nearly six years, regulators have declared war on research analysts. There was the global research settlement, plus new guidelines like [...]

  • What if They Held an Olympics
    , January 21st, 2006 at 3:56 pm

    and nobody came? Forty percent of the tickets to Turin(o) are unsold.

  • 213 Points Down
    , January 20th, 2006 at 5:54 pm

    It’s all my fault. I thought I’d take it easy today, maybe a post or two. The weather’s so nice out, what’s the worst that [...]

  • The Midday Market
    , January 20th, 2006 at 12:09 pm

    Here are few random thoughts on the market this morning. This is one of the uglier days of the year so far. The energy stocks [...]