Archive for April, 2006

  • Citigroup Cuts Dell to Sell
    , April 21st, 2006 at 9:14 am

    From TheStreet: The pricing advantage enjoyed by Dell is eroding as competitors adapt its inventory and supply-chain innovations, and the company needs to contemplate lower [...]

  • Danaher Earns 67 Cents a Share
    , April 20th, 2006 at 12:36 pm

    A few weeks ago, Danaher (DHR) raised the lower end of its guidance. It turns out, the company was right! Today, Danaher reported earnings of [...]

  • Imagine
    , April 20th, 2006 at 10:05 am

    Imagine no possesions, I wonder if you can, No need for greed or hunger, A brotherhood of man, Imagine all the people Sharing all the [...]

  • Golden West’s Earnings
    , April 20th, 2006 at 9:49 am

    Golden West Financial (GDW) reported first-quarter earnings of $1.25 a share, one penny below expectations. Golden West Financial Corp., the nation’s second-largest savings and loan, [...]

  • The Late Cyclicals Surge Higher
    , April 19th, 2006 at 3:06 pm

    Here’s another sign of an overheated market. The late-stage cyclical stocks are starting to outperform early-stage cyclicals. Here’s a graph of the Merrill Lynch Late [...]

  • Cash Is King
    , April 19th, 2006 at 9:58 am

    Today is a huge day for earnings. Six Dow components report today. Thanks to yesterday’s big move, the market is again close to five-year highs. [...]

  • J&J Beat by a Penny
    , April 18th, 2006 at 12:56 pm

    Johnson & Johnson (JNJ) earned 99 cents a share, one penny more than the Street was specting. The company reiterated its forecast of $3.65 to [...]

  • UnitedHealth Earned 68 Cents a Share
    , April 18th, 2006 at 9:21 am

    This was a good quarter for UnitedHealth (UNH): U.S. health insurer UnitedHealth Group Inc. on Tuesday posted higher-than-expected quarterly profit as it benefited from the [...]

  • The Great Quake
    , April 18th, 2006 at 6:00 am

    At 5:12 a.m., one hundred years ago today, San Francisco was destroyed by a massive earthquake. Of a population of 400,000, an estimated 225,000 to [...]

  • Johnson & Johnson’s Earnings
    , April 17th, 2006 at 5:55 pm

    Johnson & Johnson (JNJ) isn’t on our Buy List, but I like the stock a lot. I’m amazed at how poorly health care stock have [...]

  • Oil at $70
    , April 17th, 2006 at 11:54 am

    Ugh. Today’s not looking so good. Thanks to the moonbats running Iran, oil broke $70 a barrel again, bringing it close to a new all-time [...]

  • Worst. Day. Ever.
    , April 14th, 2006 at 11:08 am

    Six years ago today, the government reported that consumer prices rose 0.7% in March 2000. This totally freaked out the market, especially the tech sector. [...]

  • First-Quarter Earnings
    , April 13th, 2006 at 5:12 pm

    Harley-Davidson (HDI) was our first Buy List stock to report earnings. There are 12 other Buy List stocks that finished their quarters at the end [...]

  • A Rally for Rocks
    , April 13th, 2006 at 3:29 pm

    Daniel Gross has a good article in Slate on the gold rally. Over the past five years, the yellow metal has been on a tear. [...]

  • The Goldman/Merrill Insider Trading Scandal
    , April 13th, 2006 at 12:01 pm

    Wall Street Folly and Deal Breaker own the Goldman Sachs/Merrill Lynch insider trading story. Wall Street Folly even scooped the New York Post. It turns [...]

  • The 10-Year Yield is Over 5%
    , April 13th, 2006 at 9:41 am

    One of the classic warning signs of an overheated market is rising bond yields alongside higher stock prices led by gold stocks. Here’s what happened [...]

  • The Election Cycle
    , April 12th, 2006 at 4:38 pm

    Wall Street likes to think of itself as hi-tech and forward-looking, but in reality, the Street is nearly impervious to change. Remember decimal pricing? We [...]

  • Danaher to Buy Sybron Dental
    , April 12th, 2006 at 9:46 am

    Wow. I didn’t see this one coming. Sybron Dental (SYD) is a great company. As the name suggests, they make products for the dental profession. [...]

  • Harley Earns 86 Cents a Share
    , April 12th, 2006 at 9:34 am

    I was a bit too optimistic. Harley earned 86 cents a share. Before the opening bell, the Milwaukee-based company reported first-quarter earnings of $234.6 million, [...]

  • Harley’s Earnings Preview
    , April 11th, 2006 at 5:50 pm

    Harley-Davidson (HDI) reports tomorrow morning. This stock could easily go for $60 a share. I wouldn’t be surprised to see HDI earn 88 cents a [...]