Archive for October, 2006

• Guy Kawasaki
  Eddy, October 31st, 2006 at 8:48 pm

  Amanda Congdon has a fascinating interview with Guy Kawasaki, a Silicon Valley venture capitalist. The interview has a light-hearted tone, but his answers are very [...]

• The Biggest Secret on Wall Street
  Eddy, October 31st, 2006 at 1:10 pm

  Here’s an investing secret that many Wall Street professionals know about, but few individual investors are in on. Promise not to tell anyone. OK, here [...]

• Playboy Stock-Picking Contest
  Eddy, October 31st, 2006 at 10:47 am

  With the end of October, I’d thought I’d update the 2006 Playboy Stock-Picking Contest. Right now Courtney Culkin, Miss April 2005, is in the lead. [...]

• Does This Look Irrational to You?
  Eddy, October 30th, 2006 at 3:37 pm

  Not to me.

• Sysco’s Earnings
  Eddy, October 30th, 2006 at 10:45 am

  Sysco (SYY) reported earnings today of 37 cents a share, which beat Wall Street’ consensus by a penny a share. Due to some accounting charges, [...]

• How to Combat the Rise of Asia
  Eddy, October 28th, 2006 at 12:41 pm

  Gabor Steingart of Der Spiegel argues for a Trans-Atlantic Free Trade Zone: The two camps are divided between Europe and America on the one side [...]

• Beer by the Numbers
  Eddy, October 27th, 2006 at 4:21 pm

  From the AP: – 1,409: The number of breweries — ranging from brewpubs to national brewers — operating in the United States. – 306: The [...]

• Third-Quarter GDP
  Eddy, October 27th, 2006 at 10:54 am

  Today’s GDP report was pretty bad. The economy grew by just 1.59% for the third quarter. What concerns me is that this is the second [...]

• Corrected for Stuff, the Dow Sucks
  Eddy, October 27th, 2006 at 6:17 am

  Daniel Gross has caught the Republicans lying again. It turns out that the GOP is claiming that the Dow is at some sort of all-time [...]

• The Plunging VIX
  Eddy, October 26th, 2006 at 1:41 pm

  For the third time in little over a year, the CBOE Volatility Index (^VIX) or VIX is making a run at 10. Last Friday, the [...]

• Respironcs’ Earnings
  Eddy, October 26th, 2006 at 10:38 am

  Shares of Respironics (RESP) are down sharply this morning. The company reported earnings of 33 cents a share, which beat by three cents, but sales [...]

• Varian Medical Earns 59 Cents a Share
  Eddy, October 25th, 2006 at 4:08 pm

  The stock has been falling recently, but it just delivered another solid quarter. Varian (VAR) earned 59 cents a share for the quarter, beating the [...]

• The Fed Does Nothing. Again.
  Eddy, October 25th, 2006 at 2:15 pm

  Here’s the statement: The Federal Open Market Committee decided today to keep its target for the federal funds rate at 5-1/4 percent. Economic growth has [...]

• Defending the Bull
  Eddy, October 25th, 2006 at 12:57 pm

  Today, I’m going to try to do the impossible: I’m going to defend the bull market. Now, now. Before we get too carried away, I’m [...]

• AFL & FISV’s Earnings
  Eddy, October 25th, 2006 at 10:05 am

  After the bell yesterday, two more of our Buy List stocks reported earnings results, AFLAC (AFL) and Fiserv (FISV). AFLAC said that it made 73 [...]

• Top Industry Groups This Year
  Eddy, October 24th, 2006 at 2:21 pm

  Steel………………………57.28% Fixed-Line Telecom…..39.99% Autos……………………..35.47% Nonferrous Metals……30.51% Brokers…………………..26.32% REITs……………………..24.66% Gaming…………………..24.38% Restaurants…………….21.16% Broadcasting……………20.80% Aerospace……………….20.73%

• Gold Vs. Stocks
  Eddy, October 24th, 2006 at 1:53 pm

  I get the most mail whenever I write about gold. The point I try to stress is how poorly gold has performed relative to common [...]

• Not Dead Yet
  Eddy, October 23rd, 2006 at 6:06 pm

  Today was another good day for the good guys. The Dow jumped 114.54 points to close at 12,116.91. The S&P 500 is up to 1,377.02. [...]

• Ford’s Earnings
  Eddy, October 23rd, 2006 at 9:55 am

  Ugh, the news continues to be grim for American car companies. Today, Ford (F) announced that it lost $5.8 billion in the third quarter. That’s [...]

• More Earnings News
  Eddy, October 19th, 2006 at 10:07 am

  This is a strange day for earnings. Danaher (DHR) is currently down despite beating estimates by a penny, and raising its full-year guidance. For the [...]