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Argentine political crisis

I have an interest in South America investments, and staying abreast of politics is a big part of investing there. Argentina has had food deliveries cut off to Buenos Aires during the latest protests against higher export taxes on soybeans. The Argentina political system can be counted on to screw things up every few years. If this part of the world interest you I have found an interesting blog….
Original Source: timplaehn.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 23:08
Merck???s Directors Must Work to Protect Long-Term Share Value in Wake of Negative News

Screenhunter_02_mar_31_1129(NewsVisual, powered by I…
Original Source: www.newsvisual.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 21:45
Merck’s Directors Must Work to Protect Long-Term Share Value in Wake of Negative News

Screenhunter_02_mar_31_1129(NewsVisual, powered by I…
Original Source: www.newsvisual.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 21:45
Don’t Bet Against the Market

My wife and I went to apply for a mortgage as we saw a piece of property that interested us. Considering that I am always interested in knowing the state of the market I asked the mortgage broker how business was.
She said, “we are really busy right now.”
I looked at her and asked, “how […]


Original Source: www.pheedo.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 21:21
Mercadolibre (MELI) with a 3 PM Spike

Quite an interesting intraday chart for Latin America e-commerce play Mercadolibre (MELI); I don’t see definite news yet but it appears to be a withdrawal of their secondary stock offering which generally creates an overhang above a stock……
Original Source


  31 March, 2008| Fundamental Analysis | Comments (0) @ 21:11
Washington Post: Bush Gives in on Mortgages & States Buckling Under Loss of Revenue from Home Value Bubble

This is about the 5th Bush homeowner plan- I can’t keep track anymore but I believe the last one was just 7 weeks ago [Feb 12: Another Week, Another Mortgage Bailout Plan], but the first where something they denied they’d ever do - use taxpayer funds - is now on the table….
Original Source


  31 March, 2008| Fundamental Analysis | Comments (0) @ 19:36
Washington Post: Bush Gives in on Mortgages

This is about the 5th Bush homeowner plan- I can’t keep track anymore but I believe the last one was just 7 weeks ago [Feb 12: Another Week, Another Mortgage Bailout Plan], but the first where something they denied they’d ever do - use taxpayer funds - is now on the table….
Original Source


  31 March, 2008| Fundamental Analysis | Comments (0) @ 19:36
E-House China (EJ) - Regulations Raise Opportunity

E-House China (EJ) is one of the premier agencies which contracts with real estate developers in China.  The company has exhibited tremendous growth in both sales and earnings over the last five quarters while at the same time seeing its stock drop to levels not seen since its IPO in August of 2007.  Much of […]

Original Source: feeds.feedburner.com/Zachstocks


  31 March, 2008| Fundamental Analysis | Comments (0) @ 19:25
AP: Food Price Inflation Changes How we Shop

I had mentioned the potential for tough times ahead for restaurants a long time ago [Sept 19: Tough Times Ahead: Restaurants?] - the stock prices began foretelling this way ahead of the reality on the ground, but now the reality on the ground is catching up. Or at least some parts of the media are catching up to the reality….
Original Source: feeds.feedburner.com/FundMyMutualFund


  31 March, 2008| Fundamental Analysis | Comments (0) @ 18:41
Philip Morris International (PM) Now Set Free

Back in mid January we were looking at various sectors during the heart of the market meltdown to see what was truly a “safety” sector [Jan 19: Even Altria (MO) is Getting Hit & Some Walmart Commentary] - we mentioned back then the interesting potential of the spinoff of Philip Morris International (PM) which has now come to fruition with a n…
Original Source: feeds.feedburner.com/FundMyMutualFund


  31 March, 2008| Fundamental Analysis | Comments (0) @ 18:22
Could Personal Connections Keep The EA and Take-Two Merger Talks Alive?

Screenhunter_01_mar_31_0945 (NewsVisual, powered by I…
Original Source: www.newsvisual.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 18:01
Bookkeeping: Adding more Mosaic (MOS) Ahead of Earnings

Bought 100 shares here in the $98s as the stock has pulled back 6%; I continue to marvel at the price of this stock, which should be north of $120 in my book. Earnings are this Friday, and aside from the great story in potash, the story in phosphate might be even more unbelievable in the near term. Continue to believe this quarter’s estimates of $0.95 are too low. Normally I don’t buy anything ahead of earnings due to the heightened risk but this is one I will bend that rule for….
Original Source


  31 March, 2008| Fundamental Analysis | Comments (0) @ 17:37
Taking a Hit on Schering-Plough (SGP)

My one “safe stock” in the “safe sector” of healthcare is getting demolished today, down 25%, as its cholesterol drug faces some major questions. I had reduced this exposure a bit to just over 1% of the fund, but 25% is 25%. And this only reinforces my long term view that it is never smart to invest in drug stocks as an FDA approval or disapproval or a good study or bad study can push you up or down 30% completely out of the blue. Essentially riverboat gambling. This is what happens when one leaves their comfort zone - exactly the same issues that happened when I went against better judgement and moved into the “I need some mortgage/housing related stocks since the early cycle Kool Aid is strong”. Blah….
Original Source: feeds.feedburner.com/FundMyMutualFund


  31 March, 2008| Fundamental Analysis | Comments (0) @ 16:29
USDA Crop Report

While weather will have be the determining factor on what actually is harvested, as I predicted last week [Cutting Back on Powershares DB Agriculture Fund - Focus on Fertilizers for Now] when I wroteWith that said, no change to my long term view and I look forward to next week’s crop report - my expectation is the exact reverse of what happened last year when farmers piled into corn due to the ethanol boondoggle. With the ridiculous rise in wheat, I expect a huge upswing in wheat plantings and … *drumroll* a shortage in corn….
Original Source


  31 March, 2008| Fundamental Analysis | Comments (0) @ 16:13
Northwest and Delta Are to Revive Their Merger Talks before Pilots Reach Agreement

Screenhunter_01_mar_18_0642/img> (NewsVisual, powered by IntellectSpace)…
Original Source: www.newsvisual.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 15:50
ANSS: Investors Don’t Like Ansoft Acquisition

This morning Ansys (ANSS) announced it would buy Ansoft (ANST) for $16.25 per share in cash and 0.431882 shares of Ansys. A conference call discussing the deal will be webcast at 11:30 EST.
Ansoft is a leading developer of high-performance EDA software. The software is based on more than 25 years of r…
Original Source: feeds.feedburner.com/StockMarketBeat


  31 March, 2008| Fundamental Analysis | Comments (0) @ 15:18
KHD Humboldt Wedag International continues strong growth

KHD Humboldt Wedag Int. (KHD: 24.28 -0.83 -3.31%) released 2007 year end results today, and their growth appears to have stayed on pace. I will cover this in 3 steps: First the numbers for 2007 and the 4th quarter, next the company’s plans for future growth, then a few personal thoughts. The get things started, here are the numbers:
Revenues for the company grew 44% from 2006 to 2007 to $580.4 million and net earnings were up 49% to $1.68 per share. My math shows 4th quarter earnings (the number was not broken out in the press release) were 39¢ per share, compared to 34¢ for Q4, 2006. Order intake for 2007 was $818 million and the end of year order backlog was $919 million up 38% over 12/31/2006. The company ended the year with $370 million in cash and securities or approximately 1/2 of its current market capitalization.

Original Source: timplaehn.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 14:00
Inflation AND Political Unrest!

Now that the Federal Reserve has grudgingly begun to acknowledge inflation—and how could it not, with oil over $100 a barrel, “beans in the teens,” and gold near $1,000 an ounce?—a different contingent of the Powers That Be may be forced to likewise pay attention to what’s happening with the food supply around the world.That’s because rice is now in short supply. And that’s not even the b…
Original Source: jeffmatthewsisnotmakingthisup.blogspot.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 13:13
APOL: Apollo Needs an Accounting Refresher

On Thursday afternoon, Apollo Group (APOL) demonstrated stunningly why I didn’t buy Apollo’s apparent earnings momentum. The stock is now down more than a third since that article, compared with a 1.5% decline in the S&P 500. Given the sharp decline, I’d lighten up on any short position, but I still wouldn’t touch this stock with a 10-foot pole. I see no reason the stock couldn’t drop another 25%.

Original Source: feeds.feedburner.com/StockMarketBeat


  31 March, 2008| Fundamental Analysis | Comments (0) @ 12:39
Dilbert: new account

Come back next Monday for more investing humor!

Original Source: ei-forum.com


  31 March, 2008| Fundamental Analysis | Comments (0) @ 12:18
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