Archive for April, 2010

  • SEI Investment’s Q1 Earnings
    , April 28th, 2010 at 10:57 am

    We have just one Buy List earnings report. SEI Investments (SEIC) reported Q1 earnings of 31 cents per share. Although this was four cents better [...]

  • Kling on the Senate Hearings
    , April 28th, 2010 at 9:41 am

    Arnold Kling sums it nicely: Too bad somebody at Goldman could not have called out a Senator. It must have been tempting to say, “Look. [...]

  • AFLAC's Earnings
    , April 27th, 2010 at 4:17 pm

    After the bell, AFLAC (AFL) reported first-quarter operating earnings of $1.41 per share. With insurance companies, it’s more important to focus on operating earnings since [...]

  • AFLAC’s Earnings
    , April 27th, 2010 at 4:17 pm

    After the bell, AFLAC (AFL) reported first-quarter operating earnings of $1.41 per share. With insurance companies, it’s more important to focus on operating earnings since [...]

  • Putting Today In Perspective
    , April 27th, 2010 at 3:30 pm

    The Dow is off about 150 right now. I see that people are concerned. My how we forget what real volatility looks like! Here’s a [...]

  • Sector Performance
    , April 27th, 2010 at 2:42 pm

    Bespoke has a handy round-up of how the S&P 500 sectors have performed over the past few years: The important lesson for investors is to [...]

  • Watch The Senate Hearings Live
    , April 27th, 2010 at 9:55 am

    You can see the Senate testify before Goldman Sachs here. Wait, I might have that backwards. It’s getting hard to tell. Here are live blogs [...]

  • Wright Express’ Earnings
    , April 27th, 2010 at 9:32 am

    One more Buy List stock reported earnings this morning. Wright Express (WXS) said it earned 61 cents per share for its first quarter which was [...]

  • What Letter Would You Give This Chart?
    , April 26th, 2010 at 1:45 pm

    On Friday, the government will release its initial report on first-quarter GDP growth. The economy has grown for the last two quarters but it’s been [...]

  • Buy List Earnings This Week
    , April 26th, 2010 at 12:52 pm

    Five of our Buy List stocks will report earnings this week. Here they are along with Wall Street’s consensus: AFLAC AFL 27-Apr $1.32 Wright Express [...]

  • What If the Fed Delivers a Surprise Rate Increase?
    , April 26th, 2010 at 11:38 am

    The stock market continues to climb. The S&P 500 has made up all it lost after the Goldman news, and we’re on our way to [...]

  • Barron's: Fiserv Could Jump 20% From Here
    , April 26th, 2010 at 7:32 am

    Fiserv (FISV), one of our Buy List stocks, gets some love from Barron’s: Earnings are on track to rise to $4 per share this year [...]

  • Barron’s: Fiserv Could Jump 20% From Here
    , April 26th, 2010 at 7:32 am

    Fiserv (FISV), one of our Buy List stocks, gets some love from Barron’s: Earnings are on track to rise to $4 per share this year [...]

  • Fabulous Fab's conflicted love letters
    , April 26th, 2010 at 7:17 am

    Oh wonderful. Everything I didn’t want to know about Fabrice: Fabrice Tourre and his girlfriend talked like a couple very much in love. They emailed [...]

  • Fabulous Fab’s conflicted love letters
    , April 26th, 2010 at 7:17 am

    Oh wonderful. Everything I didn’t want to know about Fabrice: Fabrice Tourre and his girlfriend talked like a couple very much in love. They emailed [...]

  • Stiglitz on Skidelsky on Keynes
    , April 24th, 2010 at 8:08 pm

    Here’s a good weekend read. This is Joseph Stiglitz’s review of Robert Skidelsky’s Keynes: The Return of the Master. Here’s a snippet: It has become [...]

  • Felix Salmon: Goldman Sachs's reputation is tarnished
    , April 23rd, 2010 at 10:47 pm

    Writing in the Washington Post, Felix Salmon says that the SEC’s charges against Goldman Sachs have tarnished the firms reputation. The SEC, in making its [...]

  • Felix Salmon: Goldman Sachs’s reputation is tarnished
    , April 23rd, 2010 at 10:47 pm

    Writing in the Washington Post, Felix Salmon says that the SEC’s charges against Goldman Sachs have tarnished the firms reputation. The SEC, in making its [...]

  • Quote of the Day
    , April 23rd, 2010 at 11:32 am

    The NYT reports on an IM written by an employee at S&P: “We rate every deal. It could be structured by cows and we would [...]

  • Precision Castparts +300,000%
    , April 23rd, 2010 at 7:54 am

    Precision Castparts (PCP) had a pretty good day yesterday. It hit a new 52-week high and it looks like it’s on track for a new [...]