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- Barton Biggs on markets
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We have already talked about Mr. Biggs when we reviewed his excellent book ‘Hedgehogging‘ which offers readers a truly fascinating account of Wall Street and the hedge fund world (read review here). Today we are posting a very interesting interview he recently gave.
He discusses how the financial distress we are witnessing is part of a classic 8-10 year cycle in global markets and that despite the fact that this is a particularly severe one, it is nothing new. Calling a bottom is impossible but Mr. Biggs feels that we are close and that is why he has moved back into the markets. He stronlgy feels that there is a big rally coming (something like 1000 points on the Dow) and he does not want to miss it.
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Original Source: ei-forum.com
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30 July, 2008| Fundamental Analysis |
Comments (0) @ 3:30
- Stock Analysis: Sherwin-Williams Co (SHW)
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Linked here is a PDF copy of my detailed analysis of Sherwin-Williams Co (SHW) (alt.1,…
Original Source:
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30 July, 2008| Fundamental Analysis |
Comments (0) @ 3:30
- Why Naked Shorting is BAD!
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When I hear people talking about the SEC and shorting (mainly on CNBC America) I see how people are mixing apples with oranges. The SEC has instituted the rule that to be able to short you need to have the shares ahead of time. The problem is that many think the SEC rule is against […]
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30 July, 2008| Fundamental Analysis |
Comments (0) @ 1:31
- Graphite India Ltd- Rs 58.00
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Incorporated in 1963, Graphite India Ltd (GIL) part of Bangur Group, Kolkatta is one of the few players globally manufacturing graphite electrodes and supplying to leading steel makers worldwide. Presently, company boasts of producing nearly 8% of the total global graphite output. A truly global company, GIL exports around 65% of its production…
Want to read the full report, click on the heading.
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Original Source: saarthi.blogspot.com
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 22:01
- Pondering Sir John’s Approach at Templeton Growth Fund AGM
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For reasons previously mentioned and linked to, the heyday of the Templeton Growth Fund is long gone. But the fund’s annual meeting was held in Toronto last week, which is the subject (along with that of the Templeton approach) of Jonathan Chevreau’s F…
Original Source: www.controlledgreed.com
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 20:48
- SWIR Q2 08 Results
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SWIR- Sierra Wireless (NASDAQ) - (Closing Price - $12.48)
Sierra Wireless reported second quarter results on July 23 and reported another good quarter. However, the company issued guidance below expectations and the stock price took quite a hit.
Sierra Wireless reported revenue of 156 million and diluted EPS of 0.35. Revenue and EPS both improved substantially year […]…
Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 20:32
- The Truth about Stock Investing
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Variety of saving and investment vehicles is introduced in the business industry today and one of which is stock investing or stock trading. Due to the rapid inflation rate that is happening today, it is said to be as the most effective way to save your money and gain profit at the same time. Stock investment involves saving and earning because trough it you could invest or simply save your money on company stock that definitely has the capacity to derive profit.
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Original Source: networthmasters.com
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 20:27
- Managing Risk in a Dynamic Market
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After months of trading sharply lower, July saw stocks like Lehman Brothers Holdings Inc. (LEH) and Bank of America Corporation (BAC) trade 80% higher over the course of just over a week. At the same time, energy names that had previously been solitary harbingers of strength (Goodrich Petroleum Corporation (GDP) or Chesapeake Energy […]
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Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 18:51
- National Oilwell Varco (NOV) - Another Solid Result
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We’ve exited a lot of pure “oil” plays - well frankly we never had huge positions in direct oil plays but we’ve had some exposure over the year to the oil services space due to the fact that with oil at $60, $80, $100, $120, or $140 they should thrive. National Oilwell Varco (NOV) is one of those names and they put out yet another quality quarter today,…
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 16:00
- Bookkeeping: Cutting some Solar Exposure
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Cutting back on 3 names in the solar basket as they all have the identical chart - broken down stocks that just surged 10%+ to the first resistance area, the 20 day moving average or close to it. Yingli Green Energy (YGE) was the only one of the 3 to push through. Instead of focusing on any 1 of these very volatile stocks I’ve changed tactics the past 8 weeks, and created a basket and consider them to be “one stock” especially those of the Chinese variety because that seems to be how the market treats them, despite their obvious differences. I have not touched …
Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 12:30
- On Ben Graham, Bank Stocks, and Tom Brown
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I wrote a response to Jason Zweig’s column on Ben Graham and bank stocks. Now, Tom Brown of Bankstocks.com has done the same. I have to admit, Tom’s article is better than m…
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 11:48
- Beggers Can’t be Choosers - Some Minor Solar Deals
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These aren’t heavyweight deals but with all the fuss about Spain (and if its not Spain, its Germany, and if its not Germany its the US, and if its not US, they will find something), it’s nice to see some deals with a brand name in Italy for both Suntech Power (STP) and Trina Solar (TSL). I had to hit refresh on my screen about 8x to make sure the quote was correct on the latter - I believe the last time it was up 5%+ might of been the Carter administration. Ok, I exaggerate….
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 10:43
- Political News Break: Ted Stevens Indicted
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One down, another 300 or so to go.This guy is famous for the “bridge to nowhere”. Most of where our leadership is taking us should fall somewhere in the area of “crimes against American humanity”
S…
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 10:16
- Alpha Natural Resources (ANR) - Blow Out Earnings
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I’m like a broken record here - Alpha Natural Resources (ANR) with blow out earnings. However, hedge funds urge you to buy health care stocks with 7% growth so please sell these immediately and run to those. Thank you for your time. (…
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 6:52
- The Bottom is in Financials - Version 23,472
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Finally Merrill Lynch (MER) did the dirty deed; selling off assets at 22 cents on the dollar. You can almost hear the shuddering across the other banks as this now marks “fair value” on this junk. Folks, some of these guys still have assets market at the full dollar because they are guaranteed by Ambak (ABK) and MBIA (MBI) and their “triple A rating” which are essentially neutered. It’s all a big joke….
Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 6:45
- Headwaters reorginization continues on track
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Headwaters Inc. (HW: 10.06 0.00 0.00%) released 3rd quarter earnings this morning and their reorganization and new business growth appear to be on track. The company shut down their Section 45 renewable energy program on Dec 31, 2007 and have been entering some new business lines to replace the loss of the companies major revenue and profit generator. Headwater’s secondary business of building products has also taken a serious hit with the decline in housing construction over the last 2-3 years. I became interested in the company when I learned how they are attempting to take their renewable fuel (coal gasification) expertise into new areas to rebuild the company’s revenues and profits.
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Original Source: timplaehn.com
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 5:38
- Mosaic (MOS) with Blow Out Earnings
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Coal down, fertilizer to go…blah blah, there is panic in the air, Mosaic (MOS) said volume targets of potash would be hard to reach for 2009, end of the world - pricing power will go away, valleys of corn will spring up throughout the world, competing with wheat, and Kool Aid will rain down from the heavens - instead of making $14 in 2009 they might make $13.25 - growth will slow from 150% to 90% and the end of the story is afoot - please give me my pacifier. …
Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 5:05
- Mosaic (MOS) with Blowout Earnings
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Coal down, fertilizer to go…blah blah, there is panic in the air, Mosaic (MOS) said volume targets of potash would be hard to reach for 2009, end of the world - pricing power will go away, valleys of corn will spring up throughout the world, competing with wheat, and Kool Aid will rain down from the heavens - instead of making $14 in 2009 they might make $13.25 - growth will slow from 150% to 90% and the end of the story is afoot - please give me my pacifier. …
Original Source:
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 5:05
- Walter Industries (WLT) with Blow Out Earnings
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We are alternating blow out numbers between coal and fertilizer, and ironically they just keep selling off. On to Walter Industries (WLT) which is mostly a metallurgical coal company but also has a housing component - I know, I know - strange [May 1: Walter Industries - the Most Fascinating Company] Since all news is bad news, I have cut back this position but again we are keeping our mental shopping list of names with superior fundamentals and waiting for them to either be sold off harder and or show some strength on their charts. …
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 5:00
- The Perfect Dividend Stock
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In an utopian world, the perfect dividend stock would be one that is both high-yield and provide a high dividend growth rate. Its share price would appreciate ratable with its increasing dividend. All of this would be driven by increasing earnings and cash flow. Ok, so much for my fantasies, the perfect dividend stock just may be a balanced compromise. Consider the following:…
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29 July, 2008| Fundamental Analysis |
Comments (0) @ 3:30
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