Category Archives: Uncategorized

Mortgage Market Getting Ugly HSBC Holdings PLC (HBC) said late last night that its loan impairment charges and other credit risk provisions in 2006 are now expected to be 20 pct above the consensus estimate of $8.8 billion made by … Continue reading →

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Analysts Not Impressed With Analyst Day Sun Microsystems (SUNW) held its annual investor’s day with the investment community yesterday. Analysts seemed not to share Jonathan Schwartz’s, CEO of Sun, enthusiasm for where the company is headed. Here are some opinions … Continue reading →

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Investing in Internet Protocol Cisco’s (CSCO) quarter-after-quarter of strong results is due to its focus and domination in developing the best Internet Protocol (IP) networking technology. Are there other ways to invest in IP and profit? Look at the remaining … Continue reading →

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Simply Amazing Results Of all the boom stocks from the 1990s, Cisco (CSCO) is the only one that has maintained the stellar growth: Sales up 27%, the fastest stand-alone growth in years. Way above Cisco’s long-term growth objective of 10 … Continue reading →

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Confidence Building at Kodak Eastman Kodak (EK) will be hosting its annual meeting with the investment community on Thursday in New York. It would be a good idea to listen to or attend this meeting. It appears the turnaround is … Continue reading →

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Making Money In Solar Power SunPower (SPWR), the Cypress Semiconductor founded company, has performed well since going public. The stock has moved up to $43, increasing from the mid-20s when it initially started trading. SunPower makes solar electric power products … Continue reading →

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Interesting Technology Data Points Barron’s interviewed Michael Cahill, portfolio manager of Chilton Investment, on the outlook for tech stocks. Cahill made some interesting points: From 2004 to 2006, the Nasdaq has been the single worst performing major index. The Nasdaq … Continue reading →

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The Big Internet Companies Are Here To Stay If one theme came out of this earnings season it is the big Internet players are for real and they are here to stay. eBay (EBAY), Amazon (AMZN) and Google (GOOG) all … Continue reading →

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A Real Business Model Might Be Evolving For those who have not looked at Amazon (AMZN) for a while, here are some interesting stats. Revenue: 2007 – $13.0B to $13.7B (estimated) 2006 – $10.7B 2005 – $8.5B 2004 – $6.9B … Continue reading →

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Michael Dell Back In Charge; Do Not Chase Stock Yet Michael Dell finally decided to step back into an operating role at Dell (DELL). This follows a tough period for Kevin Rollins and Jim Schneider, both of whom had a … Continue reading →

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