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Monthly Archives: March 2006
The Information Age: Interesting Quote In a speech this week, UK’s foreign secretary Jack Straw alluded to a report by leading Arab intellectuals living in the free world. The report said that Hewlett Packard in one month signs as many … Continue reading
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Level 3’s Analyst Day: Playing Chess As mentioned in Monday’s blog, I attended Level 3’s analyst meeting on Tuesday in New York. The negativity associated with the post-bubble environment is subsiding as supply and demand come back into balance. Speaking … Continue reading
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Momentum Building With Newell Rubbermaid’s Stock After writing about NWL in last week’s blog and being mentioned on thestreet.com and our newsletter, NWL was upgraded this morning by an investment firm. The momentum continues to build for this forgotten consumer … Continue reading
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If You Are Looking For A New Broker (Some Friday Fun) I found this on thecodyblog.blogspot.com while surfing the net. A little Wall Street humor. A New Broker In Town.
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Meeting With Cendant On Tuesday, March 21, Cendant held an analyst meeting with portfolio managers in New York. Cendant is a ridiculously cheap stock but its chairman is being punished by the investment community for his excessive compensation of over … Continue reading
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The Street.com Agrees Soon after posting today’s blog on Newell Rubbermaid, I was made aware of this piece by thestreet.com
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Newell Rubbermaid: Quietly Coming Back To Life Newell Rubbermaid (NWL) is coming back to life. Newell was our first newsletter idea for 2005, and as usual with most ideas that I write about, I was a year too early in … Continue reading
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Cigar Butt Investing & IDT Corp.Cigar-butt investing came into being during the Great Depression. The thinking behind this strategy is that it is best to find something for free than to pay full price. Rather than going into a cigar … Continue reading
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A Beautiful Sunrise There is a great sunrise somewhere in the US to get out and go skiing. However, not in New Jersey, too many clouds and it’s getting too warm
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