Archive for August, 2006

  • Is Google Following Oil?
    , August 22nd, 2006 at 5:01 pm

    I’m not sure, but you can judge for yourself. Here’s the Oil ETF (USO) against Google (GOOG) since May:

  • Expeditors 8-K Gets a Bad Review
    , August 22nd, 2006 at 2:48 pm

    Every few months, the folks at Expeditors International (EXPD) answer investor questions in their 8-K report. It’s a great company but their answers sound like [...]

  • Rising Oil Prices
    , August 22nd, 2006 at 11:43 am

    The real reasons from The Onion: Increased demand from oil collectors More people starting to realize how delicious it tastes Lack of dinosaurs dying en [...]

  • Wachovia Raises Dividend
    , August 22nd, 2006 at 11:02 am

    I haven’t talked much about Golden West Financial (GDW) since the merger announcement with Wachovia (WB). It’s sort of a dull company and doesn’t generate [...]

  • The Long Tail
    , August 22nd, 2006 at 10:54 am

    Here’s an interesting interview with Chris Anderson, the author of The Long Tail.

  • One Wall Street Inc.
    , August 22nd, 2006 at 10:09 am

    I know this is cynical, but as soon as I read the beginning of this WSJ story, I knew where it was going: The SEC [...]

  • David Phillips on Biomet
    , August 22nd, 2006 at 9:46 am

    David Phillips at 10-Q Detective looks at Biomet (BMET), one of our Buy List stocks: Biomet is in the midst of several major product launches [...]

  • Andy Young and Wal-Mart
    , August 21st, 2006 at 11:58 am

    Many of Wal-Mart‘s (WMT) critics overlook the fact that the company’s shares haven’t done particularly well over the past few years. Since the beginning of [...]

  • To the Beach
    , August 18th, 2006 at 6:56 am

    That’s enough for me. I heading to Newport. I’ll be back Monday. Have a great weekend!

  • Dell’s Earnings
    , August 17th, 2006 at 4:13 pm

    Dell (DELL) just reported earnings of 22 cents a share, in line with its lowered (um, dramatically lowered) guidance. For last year’s second quarter, Dell [...]

  • S&P 1300!
    , August 17th, 2006 at 12:58 pm

    One of the unusual characteristics of this market is that stock prices have continued to lag earnings growth. I can’t think of a bull market [...]

  • Home Depot’s Earnings
    , August 17th, 2006 at 10:40 am

    I have a few quick comments about Home Depot’s (HD) earnings. For some reason, people think this company is suffering much worse than it really [...]

  • July CPI +0.4%; Core +0.2%
    , August 16th, 2006 at 8:25 am

    Both are in line with estimates. Here’s how core and headline inflation have performed over the past few years: Sorry folks, but we’re still not [...]

  • Dell’s Battery Recall
    , August 15th, 2006 at 1:48 pm

    I just checked Dell’s Web site, and I’m in the clear. My battery isn’t one of the exploding ones. Here’s more info from Dell on [...]

  • Tame PPI Report
    , August 15th, 2006 at 12:07 pm

    The market is relieved today by a tame report on producer prices. The government’s PPI report showed that wholesale inflation rose just 0.1% last month. [...]

  • The Yield Curve’s Impact on Stock Prices
    , August 15th, 2006 at 9:49 am

    The yield curve has a dramatic impact on equity prices. The steeper the yield curve, the better stocks perform. I looked at the S&P 500 [...]

  • Exploding Dells
    , August 15th, 2006 at 9:20 am

    I recently read Copies in Seconds the brilliant biography of Chester Carlson, the inventor of the Xerox machine. The early machines were, I guess you [...]

  • Sysco Misses By a Penny a Share
    , August 14th, 2006 at 9:54 am

    From the AP: Sysco Corp., the largest foodservice distributor in North America, said Monday its fiscal fourth-quarter profit dropped 11 percent, hurt in part by [...]

  • The Hidden Bull
    , August 11th, 2006 at 9:57 am

    This came as a surprise to me but the Morgan Stanley Consumer Index (^CMR) is right at an all-time high. Earlier this year, the index [...]

  • New Ticker for Harley-Davidson: HOG
    , August 10th, 2006 at 5:17 pm

    On August 15, Harley’s ticker will change from HDI to HOG. The new symbol reflects the long-time nickname for the heavyweight motorcycles manufactured by the [...]