Archive for November, 2006

• The 10-Year Yield is Below 4.5%
  Eddy, November 30th, 2006 at 1:52 pm

  I don’t know how much longer this bond rally can go on. The 10-year yield (^TNX) is now below 4.5%. It hasn’t closed below 4.5% [...]

• The Dollar’s Effect on the Stock Market
  Eddy, November 30th, 2006 at 11:30 am

  The stock market has been freaked out lately due to the falling dollar, and the evidence shows that stocks prefer a strong greenback. Since 1973, [...]

• GDP Growth Revised Higher
  Eddy, November 29th, 2006 at 10:52 am

  The government revised GDP higher for the third quarter. The economy grew by 2.2% instead of the 1.6% the government said last month. Economists were [...]

• Donaldson -7.4%!
  Eddy, November 28th, 2006 at 2:14 pm

  Here’s a quick lesson on investing: Today’s move in Donaldson makes no sense whatsoever. The company did exactly what was expected. In fact, sales came [...]

• My Favorite Links
  Eddy, November 28th, 2006 at 2:00 pm

  I don’t this often enough, but if you have a chance, please check out some of the bloggers from my links page. There are lots [...]

• Thoughts of the 2007 Buy List
  Eddy, November 28th, 2006 at 12:05 pm

  Mark your calendars now! I’m going to unveil my 2007 Buy List on Friday, December 15. I won’t start tracking the new list until Tuesday, [...]

• The Bond Bubble?
  Eddy, November 28th, 2006 at 10:05 am

  Yields at the long-end of the yield curve are near their lowest levels in nine months. Have you ever noticed that the media never questions [...]

• Donaldson Earned 43 Cents a Share
  Eddy, November 27th, 2006 at 4:36 pm

  Ick…Wall Street had a serrious case of the Mondays. But the good news is that Donaldson‘s (DCI) earnings were in line with expectations at 43 [...]

• Russian Billionaire in Serious Condition
  Eddy, November 27th, 2006 at 4:02 pm

  Suleiman Kerimov, who’s listed as the 72nd richest person in the world, is in serious condition after crashing his Ferrari in France: He lost control [...]

• 17 Straight Record Years at Donaldson
  Eddy, November 27th, 2006 at 10:06 am

  It’s kind of a slow morning, but I’ve got my eye on Donaldson (DCI), which is set to report earnings after the close. If you’re [...]

• Stock Picking Goes Bionic
  Eddy, November 26th, 2006 at 10:56 am

  The New York Times reports that on Wall Street, the days are numbered for humans. Software in development could potentially respond automatically to almost anything; [...]

• Happy Black Friday!
  Eddy, November 24th, 2006 at 11:40 am

  Ugh…waaay too much tryptophan! I’m going to to take a nap, but in the meantime, you can read James Surowiecki on the American sugar industry.

• Update on the Buy List
  Eddy, November 23rd, 2006 at 12:49 pm

  Over the last 15 weeks, the Buy List is up 15.7% to 11.1% for the S&P 500. For the year, the Buy List is trailing [...]

• The VIX Falls Below 10
  Eddy, November 23rd, 2006 at 10:14 am

  On Monday, the VIX closed below 10 for the first time in nearly 13 years..

• Evil Hedge Fund Manager of Day Award Goes To…
  Eddy, November 22nd, 2006 at 1:02 pm

  …Spiro Germenis! Congratulations, Sprio. Here’s a wee sample of the SEC’s complaint against you: 31. Several clients gave Germenis their retirement accounts to manage. For [...]

• The Dow Oil & Gas Index
  Eddy, November 22nd, 2006 at 10:45 am

  I’ll be the first to admit that I’m not a technician, but the Dow Oil & Gas Index (^DJUSEN) clearly has commitment issues with 500. [...]

• Hot Stock Tips from Budweiser
  Eddy, November 22nd, 2006 at 10:10 am

  Yes, it’s the Wednesday before Thanksgiving, so I give you hot stocks tips from Budweiser (hat tip: Howard Lindzon and the Rad Report).

• For Whom the Dell Tolls
  Eddy, November 22nd, 2006 at 9:53 am

  Dell (DELL) is trading much higher this morning. The shares are up to $27.50. Dell hasn’t been this high in six months. I also have [...]

• Dell Earns 30 Cents a Share
  Eddy, November 21st, 2006 at 4:15 pm

  Wow! I mean…wow! Here are some of Dell’s recent numbers: Quarter…..Sales….Oper. Income…..EPS 1-97………$2,588………$198………..$0.0675 2-97………$2,814………$296………..$0.0725 3-97………$3,188………$346………..$0.085 4-97………$3,737………$397………..$0.10 1-98………$3,920………$429………..$0.11 2-98………$4,331………$483………..$0.12 3-98………$4,818………$539………..$0.14 4-98………$5,173………$595………..$0.15 1-99………$5,537………$600………..$0.16 2-99………$6,142………$694………..$0.19 3-99………$6,784………$650………..$0.18 4-99………$6,801………$513………..$0.16 1-00………$7,280………$625………..$0.19 [...]

• Eaton Vance
  Eddy, November 21st, 2006 at 1:31 pm

  Does Eaton Vance (EV) ever go down? The company just reported another solid quarter.