Archive for June, 2007
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The Buy List’s Performance for the First Half
Eddy, June 29th, 2007 at 4:56 pmWe’re halfway done with 2007 (and three-fourths done with this decade), so let’s look at how the Buy List is doing. The Buy List is [...]
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Shareholder Urges Fair Isaac to Explore Possible Sale
Eddy, June 29th, 2007 at 10:25 amMarketWatch reports: Investment management firm Sandell Asset Management Corp. on Friday disclosed a 5% stake in Fair Isaac Corp., and urged the company to hire [...]
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The Fed Holds Again
Eddy, June 28th, 2007 at 2:15 pmNo change on rates. Here’s the Fed’s statement. The Federal Open Market Committee decided today to keep its target for the federal funds rate at [...]
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Ditch Quarterly Guidance?
Eddy, June 28th, 2007 at 1:27 pmThe Committee for Economic Development says it’s time to drop quarterly guidance. “Quarterly guidance is at best a waste of resources and, more likely, a [...]
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Biomet: First Horseman of the Apocalypse?
Eddy, June 28th, 2007 at 10:18 amA reader pointed out this item at FT’s Alphaville about how the market could get spooked if a major private equity deal fell apart: In [...]
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The New World of Recruiting
Eddy, June 28th, 2007 at 9:47 amBloomberg looks at how business recruiting is done today: “Recruiting is absolutely critical right now,” Dimon says. “I send senior people to campuses now, and [...]
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Q1 GDP Grew By 0.7%
Eddy, June 28th, 2007 at 8:52 amThe government revised first-quarter GDP growth up to 0.7% from 0.6%. For the last four quarters, the economy grew by just 1.91%. In the report, [...]
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But Then Again
Eddy, June 28th, 2007 at 6:34 amThe New York Times June 25, 2007 So much for the argument often made by managers of hedge funds and mavens of private equity that [...]
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Five Homebuilding Stocks
Eddy, June 27th, 2007 at 5:34 pmIt hasn’t been a good two years.
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Carly Fiorina on CNBC
Eddy, June 27th, 2007 at 4:39 pmThis is strange. Maria asks Carly Fiorina about the behavior of corporate boards. Yet every single part of her answer was a not-so-hidden dig at [...]
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Bed Bath & Beyond Earns 38 Cents a Share
Eddy, June 27th, 2007 at 4:18 pmBed Bath & Beyond (BBBY) just reported earnings of 38 cents a share (technically, 37.6 cents). Sales were up 11.3% to $1.553 billion. Steven H. [...]
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Georgetown Photo Gallery
Eddy, June 27th, 2007 at 11:59 amI’ll take a quick break from stock talk. On Sunday, I strolled down to Georgetown with my camera. Here are a few shots.
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BBBY Below $37
Eddy, June 27th, 2007 at 10:47 amC’mon! Earnings for Bed Bath & Beyond (BBBY) are due later today and the Street obviously expects lousy news. The company already said to expect [...]
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The Put Write Index
Eddy, June 27th, 2007 at 10:09 amI learned something interesting from Roger Nusbaum’s site, as I usually do. The CBOE has created a Put Write Index, which you can see quoted [...]
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Quote of the Day
Eddy, June 26th, 2007 at 4:21 pmBill Gross from the PIMCO Web site: Well prudence and rating agency standards change with the times, I suppose. What was chaste and AAA years [...]
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U.S. Home Prices Fell for the 17th Month in a Row
Eddy, June 26th, 2007 at 12:24 pmWow. U.S. home prices fell for the 17th month in a row with all regions showing the effect of the housing slowdown, according to a [...]
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Lennar’s Earnings
Eddy, June 26th, 2007 at 11:09 amThis morning, Lennar (LEN) reported earnings (or lack thereof). The company lost 22 cents a share and that doesn’t include a huge $1.33 a share [...]
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The Fed Should Cut Rates By 0.25%
Eddy, June 26th, 2007 at 10:00 amThe Federal Reserve is meeting this week, as it’s almost universally expected that nothing will happen. I agree, the Fed won’t raise or lower rates, [...]
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That Was Quick
Eddy, June 25th, 2007 at 3:14 pmBlackstone (BX) is about 10% below today’s open.
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News Items
Eddy, June 25th, 2007 at 1:17 pmHere are a few news items over the past few days: I’ll start with a positive article on Jos. A. Bank (JOSB). JOSB has been, [...]
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