Category Archives: Uncategorized

A video mother’s day card from www.youtube.com http://www.youtube.com/watch?v=bhcA4Ry65FU

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AES Corp. was Cramer’s focus stock last night on Mad Money. He must have read my blog, he said everything that I wrote about earlier this week.

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AES reported very strong earnings yesterday. I provided a detailed update on AES in April after its year-end conference call in which management provided a tepid outlook for 2006. However, after yesterday’s conference call, management was much more upbeat after … Continue reading →

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Today Mullane Asset Management issued a new newsletter on Revlon Corporation. Executives from Coca Cola joined the company in 2002 and their efforts are about to pay off.

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Going into 2006, our favorite stock idea was Oracle Corporation. Since publishing the newsletter, the stock is up over 20%. While investors continue to focus on commodity and old-time industrial companies, selected-technology stocks are performing pretty well. As short-term interest … Continue reading →

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Level 3 (LVLT) announced another deal to further consolidate the telecom industry yesterday. The stock, once again, was up big. Since I began writing about the stock in September of 2005, it is up about 90%. As a reminder, Level … Continue reading →

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After six years of earnest restructuring by Newell, it appears that the fruits of their labor is upon them. The company grew organic sales 4.8%, the highest level in quite a long time. This drove the stock up over 8% … Continue reading →

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Newell Rubbermaid reported great results today. Will follow up with comments later on.

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Rumors are circulating that the consolidation of the online travel business is about to begin. The consolidation of the online travel business could prove to be one of the best investment themes for the next five to ten years. The … Continue reading →

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Well-beaten down pharma stocks Merck and Schering-Plough both held their earnings call this morning. One take away from both calls is that management confidence is improving although analysts remain skeptical. When Merck was pushed on its 10%-plus EPS growth, management … Continue reading →

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