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BP: Financial Analysis through September 2008

BP, the former British Petroleum, recently a…
Original Source: http://feeds.feedburner.com/financial-gauges

30 October, 2008| Fundamental Analysis | Comments (0) @ 21:30

For people in this age group, the images of retirement will always come into mind. But for the majority of the people in this age group, this will be the time for a more sustained drive for wealth and income. This is possible because this will be the time when there will be higher income, great investment opportunities and fewer family costs (given that most of the kids here have finished their college education). As mentioned this will be the time for great investment opportunities that can help or push the wealth even higher.
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Original Source: networthmasters.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 21:20

Live Interview with the founder of MagicDiligence

/img>Tonight I am hosting a question and answer session with the founder of MagicDiligence, Steve Alexander, in the Value Investing News Forum….
Original Source: www.fatpitchfinancials.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 19:11

Sequenom (SQNM) "Misses" But We Really Don’t Care

Near term results for Sequenom (SQNM) are really a moot point as we’re looking to mid 2009 forward on this story; the main issue in this new and (not so) improved environment is making sure young companies have cash to get them to the point where they turn cash flow positive. The N…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 16:07

Thoratec (THOR) Smashes Earnings; Somehow Guides Up

As I expected Thoratec (THOR) demolished earnings expectations as this quarter’s sales came before the product recall of their heart device. What boggles me is they have the confidence to increase full year guidance. In full disclosure I did not listen to the conference call nor do I have access to analyst reports so I don’t know the full details of the recall but it sounded pretty serious on first glance. So while the results were expected to be strong this quarter, I’m surprised how adament they are on guidance. I see no further details in the press release on the recall. The stock in after hours is up 10% and right back to where it was ($24s) the trading session before the recall was announced. …
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 15:24

Ted Forstmann on Charlie Rose Show

Charlie Rose had Ted Forstmann on for a segment Wednesday night. Forstmann is a private equity pioneer who forecast the junk bond scandal some years back, and who anticipated the current credit crisis.As expected, most of the interview deals with the financial mess. Forstmann also touches on his work with education — he’s done great work over the years trying to give poor kids access to quality schooling — and his admiration for Nelson Mandela….
Original Source: www.controlledgreed.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 14:13

Was Charlie Gasparino Drunk?

What a strange exchange between Dylan Ratigan and the always controversial and fiery Charlie Gasparino near the end of the day today. It appeared that Charlie hit the all you can drink liquid lunch buffet this afternoon before appearing on CNBC. Dylan was asking about a Merrill Lynch merger but he just mumbled […]
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Original Source: selfinvestors.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 13:53

JA Solar Holdings Co., LTD. (ADR) (JASO) - Light At the End of the Tunnel

JA Solar Holdings Co., LTD. (ADR) (JASO) has seen its shares transformed from high-flying growth status to a depressed state in merely a matter of months. It’s like my old boss used to tell me, “Zach, there’s only a short distance from the penthouse to the outhouse.” Those words seem to ring true more often […]
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Original Source: http://feeds.feedburner.com/Zachstocks

30 October, 2008| Fundamental Analysis | Comments (0) @ 13:48

"Probably the Biggest Financial Crisis of All Time"

Martin Vander Weyer leads his article in The Spectator with this doozy:At this juncture, my best credit-crunch advice is to keep beside your
armchair at all times an atlas of the world, a modern American
dictionary and a bottle of whisky. If your constitution is strong, you
might also want a copy of the Financial Times but do keep the
television zapper handy, so you can hit the ‘mute’ button when the news
comes on….
Original Source: www.controlledgreed.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 9:17

Bookkeeping: Taking Profits on AeroVironment (AVAV) "Cramer" Effect

I did not notice the performance of AeroVironment (AVAV) yesterday because so many stocks are now being whipsawed 10-25% a day up and down but it looks like the stock was mentioned by Jim Cramer on Monday’s Mad Money and the stock has screamed higher - I am cutting the vast majority of the position and selling to Cramer nation and taking it down from a 1.0% stake to 0…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 7:35

Carlos Slim: still on the sidelines

Carlos Slim, Mexican telecoms tycoon and the second richest man in the world is still sitting on the sidelines but will be slowly entering the market, increasing equity investments.
Interestingly enough, he is still quite bearish and critical of recent events. He is known to step up to the plate and be greedy when others are fearful but he is still very concerned about the current turmoil and what the possible ramifications of this crisis will be.
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Original Source: ei-forum.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 7:17

Bookkeeping: Cutting Across Board

The S&P 500 is butting up against the 20 day moving average which it did yesterday afternoon before being pummeled in the last 15 minutes - roughly the 960-970 range. To see a change in character I’d like to see a move back over S&P 985. Until then I assume all rallies will fail until proven otherwise. There is still some upside between S&P 960 and 985 but I’m will to give up that portion of the move for safety reasons.With that said, I am taking another layer out of many positions and rebuilding hedges to the short side. One group that has been destroyed has been solar; F…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 6:53

Galbraith: Financial Euphoria

We don’t know how many of you are familiar with John Kenneth Galbraith (view profile: here) but we recently came across this quote from ‘A Short History of Financial Euphoria’ which we feel remains are relevant as ever:

…All crisis have involved debt that, in one fashion or another, has become dangerously out of scale in relation to the underlying means of payment……
Original Source: ei-forum.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 6:33

Alternative Energy News

I am a strong proponent of the long term viability of alternative energy stocks but recent market actions have been very hard on these stocks. If you read my weekly update on the NEX renewable energy index you will see how badly this whole sector has been hammered. I also follow two renewable energy stocks on this site, VeraSun Energy (VSE: 0.49 0.00 0.00%) and Green Hunter Energy (G…
Original Source: timplaehn.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 6:09

Real-Time Data on the World, Courtesy of Visa

One of the great frustrations of most quarterly earnings calls is that they are, by definition, backward-looking.Specifically, companies generally have 40 days to file their quarterly 10-Q with the SEC, so the earnings being reported are anywhere from two weeks to more than a month old by the time they’re released.Furthermore, the numbers that are being reported cover a period that started 90 days before the quarter’s end, so the information a company is reporting can be quite stale by the time it’s out….
Original Source: jeffmatthewsisnotmakingthisup.blogspot.com

30 October, 2008| Fundamental Analysis | Comments (0) @ 6:06

Coal Earnings this Week

Many coal companies are reporting this week, and how much they beat or did not beat estimates are not the issue at these valuations and after such historic drops in stock prices. The main emphasis now is on future prospects, and the thoughts on 2009 and forward. We see a mixed bag of comments… again my main surprise here is at these valuations a cash rich foreign suitor is not coming in to buy entire companies outright. [J…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 6:00

Buy It Like Buffett

by Doug Kass
“I feel like an oversexed guy on a desert island. I can’t find anything to buy.”
– Warren Buffet, 1973
“I feel like an oversexed man in a harem. This is the time to start investing.”
– Warren Buffett, 1974
Which Warren Buffett should investors follow today?
Based on my analysis of his public quotes and opinion, the […]…
Original Source: www.valuestockplus.net

30 October, 2008| Fundamental Analysis | Comments (0) @ 5:33

WPI: Financial Analysis through September 2008

Watson Pharmaceuticals has announced its earnings for the quarter that ended on 30 September 2008. This post provides the G…
Original Source: http://feeds.feedburner.com/financial-gauges

30 October, 2008| Fundamental Analysis | Comments (0) @ 4:55

Continuing Saga of Volkswagen

We are obviously not involved with this “greatest short squeeze in history” as Volkswagen is on a German exchange and I wouldn’t touch something this random and crazy with your 10 foot pole but some interesting developments - first Porsche (which is trying to buy shares of Volkswagen) agreed t…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

30 October, 2008| Fundamental Analysis | Comments (0) @ 4:30

If It Walks Like a Duck, Quacks Like a Duck, Then It Must Be an AFLAC (AFL) Dividend Increase and Others

When I first started dividend investing, I e…
Original Source: feedproxy.google.com