Quantcast

Monthly Archives: June 2009

mack

Will All Of The Top Management On Wall St. Work For $1 A Year?

The Administration is looking at further pay caps for executives on Wall St. and the auto industry. The reasoning is that if a company takes government money, the government should ...
Read Full Story »
balllmer

Microsoft (MSFT) May Offer Huge Price Cut For Windows 7 Pressuring Margins

Microsoft (MSFT) may price Windows 7 as low as $100 to offset the effects of the recession on PC operating system sales and the public's rejection of Vista, the current ...
Read Full Story »
oil

Oil Will Rise Much Further Says Industry CEO

Shell is the largest oil company in Europe and one of the biggest in the world. Its assessment of the industry and the direction of the price of oil is probably ...
Read Full Story »
airplane

The New Case For Airline Bankruptcies: $9 Billion Annual Loss

The International Air Transport Association has doubled its estimates for global airline industry losses compared to its figure of three months ago. That presages another round of carrier bankruptcies similar to ...
Read Full Story »
bank

The Failure Of The Web 1.0 Giants And The Case That Facebook and MySpace Could Be Worthless

Facebook recently took in a new $200 million investment which puts the value of the company at $10 billion. That is down from a $15 billion valuation based on an ...
Read Full Story »
bear

Fixing Housing Prices By Encouraging A Free Fall

There are a number of market reasons that housing could continue to fall over the next two or three years. Robert J. Shiller of Yale makes the point, writing in ...
Read Full Story »
newspaper

Media Digest 6/8/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters:   3D is bringing a new dimension to the computer world. Reuters:   The Supreme Court was asked to block Chrysler sale. Reuters:   China bankers called for US sales of yuan ...
Read Full Story »
Sunset

Asia Markets And Europe Open 6/8/2009

Markets in Asia were mixed. The Nikkei was higher by 1% to 9,866. The Hang Seng fell 1.4% to 18,420. The Shanghai Composite was up .6% to 2,768. At the ...
Read Full Story »
Burning Money Pic

360-Degree Long & Short Value Review of Hansen (HANS, KO)

Hansen Natural Corp. (NASDAQ: HANS) was one of the most unusual stealth blow-ups of Friday.  If you were not paying attention to the comments from the annual shareholder meeting then ...
Read Full Story »
wii

Sony (SNE) Will Have To Sell Its Studio Business, Could Get $6 Billion

Sony (SNE) is in trouble, and it is very deep trouble. For the fiscal year ending March 31, the conglomerate lost more than $1 billion on $79 billion in revenue. ...
Read Full Story »

Economy Worries, Hard Realities

I am worried.  This is not an unusual state for me, as friends and colleagues will agree.  Often, my worries can be assuaged by thoughtful preparation or action.  The worries ...
Read Full Story »
bank

Could US Debt Reach 100% Of GDP?

Bill Gross, the chief investment officer of bond management firm Pimco, makes the case in a letter to investors that the US national debt could easily reach 100% of GDP, ...
Read Full Story »
newspaper

The Unusual Suspects (X, BRK-A, BNI, NFLD, INTC, WIND, AAPL, PALM, NVAX)

There were several unusual occurrences at the end of the week and some we saw over the weekend screenings for items missed during the week.  These will also be among ...
Read Full Story »
Palm Pre Image

Palm Pre, Short Supply, Sell-Outs Not All Instant (PALM, S, AAPL, RIMM, BBY)

Saturday morning marked the awaited launch of the Pre smartphone from Palm Inc. (NASDAQ: PALM) under an exclusivity carrier pact with Sprint Nextel Corp. (NYSE: S).  We think this will offer ...
Read Full Story »
bank

Bank Of America (BAC) Makes The Government Happy, Adds New Directors

In a sign that the federal government is the puppet master of several of America's largest banks, Bank of America (BAC) has appointed four new directors with extensive bank management ...
Read Full Story »