Archive for January, 2007

  • A Look at Government Spending
    , January 24th, 2007 at 1:46 pm

    Today is the day that the Congressional Budget Office releases its big report on what the government is (ahem) supposed to spend over the next [...]

  • Coach’s Earnings
    , January 24th, 2007 at 10:16 am

    Coach (COH) is one of those rare stocks that keeps delivering. Every time you think it’s over for them, Coach comes through. The company had [...]

  • Banker’s Abrupt Exit Mystery
    , January 23rd, 2007 at 10:44 am

    Page 6 of the New York Post: FINANCIAL giant Citigroup was strangely mum last night on why Todd Thomson, its 45-year-old fair-haired head of wealth [...]

  • Survival of the Fittest
    , January 22nd, 2007 at 10:51 am

    Mr. Adam Monk has beaten the market for the last four years. This year, his picks include Cygne Designs (CYDS), Fresh Del Monte Produce (FDP) [...]

  • This Week’s Earnings Schedule
    , January 22nd, 2007 at 9:59 am

    There are four more earnings reports due this week for our Buy List stocks. Fair Isaac (FIC) and Varian (VAR) both report on Wednesday. Then [...]

  • Miracle Drug
    , January 21st, 2007 at 6:11 am

    The amazing story of Aspirin: Aspirin was treated as one of the valuable prizes to be divided up by the victors of WWI. The Treaty [...]

  • John Tierney on Neuroeconomics
    , January 20th, 2007 at 6:42 am

    From the New York Times: Even the most rational economists, though, realize that the shopper’s mind is more complicated. The brain’s “impartial spectator,” as Adam [...]

  • James Surowiecki on CEO Pay
    , January 19th, 2007 at 12:58 pm

    From the latest New Yorker: For all the talk of restraining C.E.O. pay, most compensation committees remain what Warren Buffett once called them—“tail-wagging puppy dogs.” [...]

  • Ten Years After
    , January 19th, 2007 at 7:56 am

    Intel‘s (INTC) stock is where it was ten years ago.

  • Earnings from HOG and UNH
    , January 18th, 2007 at 8:51 am

    This morning, Harley-Davidson (HOG) reported earnings of 97 cents a share, one penny better than expectations. The Hogs are particularly popular overseas: Worldwide retail sales [...]

  • Buy List to Date
    , January 17th, 2007 at 10:33 pm

    I’m happy to report that the Buy List has gotten the year off to a good start. In just ten days of trading, the 20 [...]

  • Crossing Wall Street Now Being Studied at Wharton
    , January 17th, 2007 at 9:57 am

    Seriously. Under “What Not to Do.” This is just a little after the course refresher note. I was just doing my web due diligence and [...]

  • Amphenol’s Earnings Report
    , January 17th, 2007 at 9:26 am

    Amphenol (APH) reported earnings this morning of 83 cents a share, two cents more than Wall Street was expecting. This was a 40% increase over [...]

  • Ameritrade: Keeping It Real
    , January 16th, 2007 at 2:17 pm

    Ugh! Ameritrade (AMTD) is one of those stocks that I kick myself over. It was an obvious buy 18 months ago and I missed it. [...]

  • NASDAQ 2500!
    , January 16th, 2007 at 11:59 am

    I nearly forgot to mention this. On Friday, the NASDAQ Composite (^IXIC) broke 2500. Since I’ve blocked out much of late-1990s, I think this is [...]

  • Bed Bath & Beyond Makes New 52-Week High
    , January 16th, 2007 at 10:25 am

    Shares of Bed Bath & Beyond (BBBY) hit a new 52-week high this morning. Lower gas prices basically act like a tax cut for consumers. [...]

  • The Buy List So Far
    , January 11th, 2007 at 10:58 am

    I’m happy to report that our Buy List is off to a good start for 2007. As of mid-day today, we’re up about 1.36% compared [...]

  • Long-Term Performance By Market Cap
    , January 10th, 2007 at 12:30 pm

    Over the last eighty years, small-cap stocks have been the best-performing size category of stocks. I got this data from Professor Ken French’s Web site. [...]

  • Hollywood & Hedge Funds
    , January 10th, 2007 at 10:31 am

    Many hedge funds have taken a beating this year, but Stark Investments got whacked due to its bomb at the box office: When news broke [...]

  • Computer is So ’06
    , January 9th, 2007 at 4:44 pm

    First Dell drops “Computer” from its name. Now Apple Computer is just Apple. Nobody wants to be seen as “just” a computer stock anymore.