Archive for February, 2007

  • 15 Get a Mac Ads
    , February 23rd, 2007 at 10:03 pm

    John Hodgman is brilliant.

  • Buy List So Far
    , February 23rd, 2007 at 6:46 pm

    Thanks to Donaldson, our Buy List eeked out a slight gain despite the overall market’s sell-off. For the year, the Buy List is up 3.36% [...]

  • Gold Vs. the Fed
    , February 23rd, 2007 at 1:11 pm

    B-Riz is in the Zone: In this corner, weighing 195 pounds, standing 5 foot 10, hailing from Washington D.C. via Harvard, MIT and Princeton, New [...]

  • Values Hidden in Plain Sight
    , February 23rd, 2007 at 10:51 am

    Many investors think that to be successful at investing requires lots of time and very advanced research on companies. But I’m surprised how often great [...]

  • Greenwich Family Values
    , February 23rd, 2007 at 10:10 am

    From the AP: A Greenwich mortgage broker who admitted she helped her college-age son recruit investors in a multimillion-dollar hedge fund scam pleaded for a [...]

  • Donaldson Beats the Street
    , February 22nd, 2007 at 5:30 pm

    After the close, Donaldson (DCI) reported earnings of 38 cents a share, one penny better than estimates. Donaldson Company, Inc. announced record second quarter diluted [...]

  • Defending the Bull. Again.
    , February 22nd, 2007 at 1:39 pm

    I defended the bull market four months ago, and I’ll try to do it again today. This time, however, I want to take a look [...]

  • Chicks on the Street
    , February 22nd, 2007 at 11:47 am

    From an actual academic study: We study the relation between gender and job performance among brokerage firm equity analysts. Women’s representation in analyst positions drops [...]

  • The Best Airline You’ve Never Heard Of
    , February 22nd, 2007 at 9:48 am

    Dublin-based Ryanair (RYAAY) is revolutionizing air travel in Europe. They’ve borrowed their business model from Southwest Airlines (LUV), and they’re having the same kind of [...]

  • Cyclicals Do It Again
    , February 21st, 2007 at 4:02 pm

    That’s eight straight days of beating the S&P 500. This morning, it looked like the streak was done for, but the cyclicals did it again.

  • Damn It Feels Good to Be a Banker
    , February 21st, 2007 at 1:55 pm

    Goldman Sachs breaks down Blankfein’s pay: TALLY SHEET Components of 2006 Compensation, Benefits and Perquisites Lloyd C. Blankfein Cash Compensation Base Salary $600,000 Cash Bonus [...]

  • Worthwhile Canadian Initiative
    , February 21st, 2007 at 11:43 am

    Telus to offer wireless adult content We begin counting, now. One, two, thr… Telus halts porn downloads

  • The AFLAC Duck Is Not Dead
    , February 21st, 2007 at 11:02 am

    Despite what Regis and Kelly said, and the New York Post, the AFLAC (AFL) duck is not going away. “The company’s chief marketing officer tells [...]

  • Investing Factoid of the Day
    , February 21st, 2007 at 10:25 am

    The Dow falls an average of 18.7% from one year’s high to the following year’s low. This is from Mark Hulbert’s article which takes a [...]

  • Cyclicals Are Soaring
    , February 21st, 2007 at 8:52 am

    Cyclical stocks have been red-hot lately. The Morgan Stanley Cyclical Index (^CYC) has beaten the S&P 500 for the last seven straight days, and 25 [...]

  • That Was Fast
    , February 21st, 2007 at 7:18 am

    When the Altria Group announced in the fall that it was planning to spin off its Kraft Foods division, Wall Street cheered. New York Times, [...]

  • Medtronic Earns 61 Cents a Share
    , February 20th, 2007 at 4:09 pm

    Medtronic (MDT) just reported earnings of 61 cents a share, three cents more than exectations. Here are MDT’s results for the past few quarters: Quarter………..EPS………….Sales [...]

  • Wal-Mart: $1 Billion a Day
    , February 20th, 2007 at 11:21 am

    In 1955, General Motors (GM) became the first American company to make over $1 billion in a single year. Today Wal-Mart (WMT) reported its fourth-quarter [...]

  • 10 Things You Might Not Know About the Sirius-XM Merger
    , February 20th, 2007 at 11:05 am

    From the Wired Blog: 1. It’s being touted as a “merger of equals,” but in fact, Sirius is buying XM for nearly $4.6 billion in [...]

  • News this Morning
    , February 20th, 2007 at 10:09 am

    Good morning. I hope everyone had a great three-day weekend. This is an important week for us. Two of our Buy List stocks will report [...]