Quantcast

Daily Archives: February 9, 2007

Earnings Season and The Uselessness of Forecasts

Posted: February 9, 2007 at 4:31 am

From Value DisciplineWe are in the midst of one of the most well-established rituals of Wall Street , earnings season. This is an incredibly intense time for analysts on both ...
Read Full Story »

Altria to Spin Off Kraft… Shocking!

Posted: February 9, 2007 at 4:30 am

By Chad Brand of The Peridot CapitalistIt's amazing how many people have been quoted saying the Altria (MO) spin-off of its 89% ownership of Kraft Foods (KFT) will send the ...
Read Full Story »
SLAB.jpg

SLAB: Silicon Labs is Running Out of Options

Posted: February 9, 2007 at 4:28 am

By William Trent, CFA of Stock Market BeatAccording to today’s press release:Silicon Laboratories Inc. (SLAB), a leader in high-performance, analog-intensive, mixed-signal integrated circuits (ICs), today announced a definitive agreement with ...
Read Full Story »

Morgan Stanley’s 2/7 Big Ideas For 07: US Financials with Exposure to International Growth, Demographics, and Capital Markets

Posted: February 9, 2007 at 4:26 am

By Yaser Anwar CSC, of Equity Investment IdeasYesterday I laid out MS's first theme and my take, today we move on to the second one.Theme #2- US Financials with Exposure ...
Read Full Story »

Options Backdating Heats Up

Posted: February 9, 2007 at 4:24 am

From AAO WeblogWinter freeze or not, the options backdating investigations are heating up.On Tuesday, the SEC announced the filing of civil suits against both the former CFO Gary C. Gerhardt, ...
Read Full Story »

Thursday’s Top Biotech and Medical Stocks

Posted: February 9, 2007 at 4:22 am

From BioHealth InvestorBiotechnologyAURIGA LABORATORIES [ARGA.OB] +22.32% ACCENTIA BIOPHARMACE [ABPI] +12.09% XENOPORT [XNPT] +11.09% CADENCE PHARM. INC. [CADX] +10.07% BIODELIVERY SCI INTL [BDSI] +8.59% Diagnostic SubstancesICAGEN, INC. [ICGN] +15.00% ISTA PHARMACTLS ...
Read Full Story »

The Future of Corporate Profits. The “E” in the P/E Equation

Posted: February 9, 2007 at 4:20 am

From Contrarian EdgeBy Vitaliy N. Katsenelson, CFAI wrote this article last year, on the risk that high corporate margins present to investors.  Here is updated excerpt from that article:Today’s stock ...
Read Full Story »

Letter to ITEX management

Posted: February 9, 2007 at 4:18 am

By David Polonitza Yesterday I sent a letter to Itex's management regarding a possible share buyback. Due to the fact that I do not own greater that 5% of the ...
Read Full Story »

More Options Hot Water For Steve Jobs

Posted: February 9, 2007 at 4:14 am

tSteve Jobs appears to have been treated with kid gloves by his board at Apple (AAPL).They found that he had made no gain from backdated options but was aware of ...
Read Full Story »