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Daily Archives: March 1, 2007

BRL: Barr the Windows

By William Trent, CFA of Stock Market BeatLarge Cap Watch List member Barr Pharmaceuticals (BRL) reported a GAAP Loss:For the three months ended December 31, 2006, the Company recorded a ...
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USO: Revisiting Oil

By William Trent, CFA of Stock Market BeatOil prices rise as demand worries fade - Yahoo! NewsThe U.S. government reported Wednesday that stockpiles of gasoline and distillates, which include heating ...
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SIE: Sierra Misunderestimates Cost of Drugs

By William Trent, CFA of Stock Market BeatSierra to Incur Loss on Enhanced Medicare Part D Prescription Drug Product Offering: Financial News - Yahoo! FinanceSierra Health Services, Inc. (SIE) today ...
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XLNX: Xilinx Joins the Dumb Financing Decision Parade

By William Trent, CFA of Stock Market BeatFor some reason, the latest fashion appears to be issuing convertible notes. The practice allows companies to reduce the apparent share count, but ...
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ORCL: Is Oracle About to Strike Again?

By William Trent, CFA of Stock Market BeatWe generally think Oracle’s (ORCL) acquisition strategy is the right thing for the company and for the industry. Software companies are generally under-leveraged, ...
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Market Crash = End of Web 2.0?

From Internet OutsiderProbably not, but it's worth considering.  Using cyclically adjusted valuation measures (those that take into account today's record-high profit margins), the U.S. stock market has been overvalued for ...
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WestAmerica: Man Bites Dog

From AAO WeblogMake that “stock comp error correction treats shareholders well.” Ah, no. More descriptive, but lacks punch.WestAmerica Bancorporation filed its 10-K yesterday, and revealed a SAB 108 correction for ...
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Wednesday’s Top Biotech & Medical Stocks

From BioHealth InvestorBiotechnologyPIPEX PHARMACEUTICAL [PPXP.OB] +12.90% BOSTON LIFE SCIENCES [BLSI] +10.63% INSMED INC [INSM] +7.58% CURAGEN CORP [CRGN] +7.25% IDM PHARMA INC [IDMI] +6.37% Diagnostic SubstancesGENELABS TECH INC [GNLB] +18.18% ...
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Best Ideas Hedge FOF

From World BetaI have examined a few different ways of cobbling together portfolios from hedge fund 13Fs:1. Consensus - Putting together a portfolio of names that are owned by multiple ...
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