Monthly Archives: April 2006

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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Intel’s numbers say it all: Revenue down 12% yoy Operating income down 49% Net income down 45% EPS down 43% Terrible guidance Geography also hurt with Europe down 26% and Asia-Pacific (the world’s fastest growth region) down 16%. These numbers … Continue reading →

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Analysts and the press focused on JP Morgan’s weak fixed income results today. JP Morgan has been getting squashed by its competitors from Bear to Goldman to Lehman to Merrill on this front. However, Jamie Dimon has been saying consistently … Continue reading →

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Susan Decker, CFO for Yahoo, threw out financial metrics during yesterday’s conference call that are usually applied to value stocks. Is she nuts? On the surface, Yahoo trades at 60x 2006 GAAP EPS. How can one suggest 60x earnings falls … Continue reading →

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Level 3 announced the acquisition of ICG, which owns quality assets in Colorado and Ohio. This comes on the back of Progress Telecom which is focused in the southeast and the acquisition of Wiltel in 2005. SBC acquired AT&T’s long … Continue reading →

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US Reports Another Trade Deficit: What A Waste Of A Stat The US reported a $65.7 billion trade deficit for the month of February. For all of 2005, the deficit was $724 billion. Once again, the press jumped all over … Continue reading →

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WOW!!! What results! Who would have ever thought this from AMD. YOY revenue growth of 20% for 11 consecutive quarters Channel partners continue to improve, which is important for this company that has a history of chip durability. HP, IBM, … Continue reading →

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