Category Archives: Uncategorized

Saving The Economy or Saving Their Ass? US banks are going to set up an $80 billion fund to limit the credit crunch, Reuters reports. The fund will buy ailing mortgage securities and other assets in a bid to prevent … Continue reading →

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Negative Sentiment of the Dollar Continues To Build Gold, the Canadian dollar, the euro and the lowering of short-term interest rates does not bode well for the U.S. dollar. Or at least that is what conventional wisdom is saying. You … Continue reading →

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Is It Time To Jump Into Financial Stocks? Historically, when the Fed has started cutting rates, investing in financial stocks has proven profitable for investors. Will the same hold true in today’s easing cycle? Probably not. The Bear Stearns (BSC) … Continue reading →

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Don’t Forget About The Large Telcos While investors are focusing on the ensuing battle between AT&T (T) and the big cable companies over providing voice, video and data to the home, many might need to be reminded that the telco … Continue reading →

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Gold Up Big: Stay With Newmont Mining Yesterday, gold was up over $23 in trading, hitting a seven month high. A CPI report of 2.7% helped send gold flying. The concern is that with energy and home prices having declined … Continue reading →

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Holy Clarity This Fly has never read an earnings release from Whole Foods Market (WFMI) prior to last night. I recommend those who have read plenty of them to read this one. The clarity and transparency is refreshing. In particular … Continue reading →

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Hewlett-Packard may Pull Back Cost discipline and revenue growth go hand in hand, said CEO Mark Hurd during Hewlett-Packard’s (HPQ) conference call last night. HP emphasized its unit volume growth for the quarter. * Notebook units up 57%; 40% revenue … Continue reading →

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Home Depot Holds Up Despite Awful Results The Home Depot (HD) declined a mere $0.37 in trading yesterday despite reporting awful results. Same store sales were down 6.6% for the quarter and in one month were down 11%–that is pretty … Continue reading →

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Oddity Of The Airline Industry Comes Home To Roost If you invest in turn around situations, you will have spent a lot of time focused on airline stocks during the last five years. When interviewing airline executives, they universally say … Continue reading →

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Solid Quarter For A Solid Company Agilent (A), the tech equipment company that was spun-off from Hewlett-Packard (HPQ), reported solid results yesterday. While they might not drive the stock higher, it is a good stock to keep up to date … Continue reading →

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