Monthly Archives: May 2006

There was a very good article today on gigaOm.com by Robert Young titled “Back To The Future…For Broadcast TV. “ Young writes about the disruptive force that cable TV was for the big broadcast networks which is now repeating itself … Continue reading →

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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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