Monthly Archives: February 2007

Gold Up Big: Stay With Newmont Mining Yesterday, gold was up over $23 in trading, hitting a seven month high. A CPI report of 2.7% helped send gold flying. The concern is that with energy and home prices having declined … Continue reading →

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Holy Clarity This Fly has never read an earnings release from Whole Foods Market (WFMI) prior to last night. I recommend those who have read plenty of them to read this one. The clarity and transparency is refreshing. In particular … Continue reading →

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Hewlett-Packard may Pull Back Cost discipline and revenue growth go hand in hand, said CEO Mark Hurd during Hewlett-Packard’s (HPQ) conference call last night. HP emphasized its unit volume growth for the quarter. * Notebook units up 57%; 40% revenue … Continue reading →

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Home Depot Holds Up Despite Awful Results The Home Depot (HD) declined a mere $0.37 in trading yesterday despite reporting awful results. Same store sales were down 6.6% for the quarter and in one month were down 11%–that is pretty … Continue reading →

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Oddity Of The Airline Industry Comes Home To Roost If you invest in turn around situations, you will have spent a lot of time focused on airline stocks during the last five years. When interviewing airline executives, they universally say … Continue reading →

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Solid Quarter For A Solid Company Agilent (A), the tech equipment company that was spun-off from Hewlett-Packard (HPQ), reported solid results yesterday. While they might not drive the stock higher, it is a good stock to keep up to date … Continue reading →

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The McDonald’s Of 2007 What Ray Kroc was to hamburgers, Steve Ells is to Mexican food. Ells, Chipotle Mexican Grill’s (CMG) founder, has created a stock to buy and put away. This company is too early in its growth phase … Continue reading →

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Getting Cheaper, But Not There Yet Coca Cola (KO) has been dead money for years. After reporting solid results yesterday, the stock may be due for a good 15% rally. Coke had a great 10-year run which ended 1998, when … Continue reading →

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Newell Gets Across-The-Board UpgradesNewell Rubbermaid (NYSE:NWL) held its analyst day with the investment community Tuesday. Today, Newell is getting across-the-board upgrades. We began blogging about the merits of Newell’s turnaround back in April when the stock was trading at $26, … Continue reading →

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Applied Materials: Results OK; Semiconductor Equip Cycle Appears To Be BottomingApplied Materials (NASDAQ:AMAT), the semiconductor equipment powerhouse, appeared to show signs that the semiconductor equipment market is close to bottoming during its quarterly conference call. Equipment orders were guided to … Continue reading →

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