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Monthly Archives: November 2010

Is Salesforce.com Now Too Frothy? (CRM)

Posted: November 19, 2010 at 3:03 pm

Salesforce.com Inc. (NYSE: CRM) is on fire after earnings, with shares hitting all-time highs and many analysts raising targets and/or estimates.  What we wanted to see is if the frothy ...
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Mixed Bag on Rig Counts (BHI, OIH, USO)

Posted: November 19, 2010 at 2:29 pm

We are seeing a mixed bag on the rig counts in the oil patch.  While the numbers are often higher than a year ago, they are on the decline from ...
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Retail Stock Prices On Fire, Home Builders Burning Down (URBN, COH, LTD, PHM, DHI)

Posted: November 19, 2010 at 2:19 pm

There is a strong revival of retail stocks occurring after two years of the damage done by a free fall in consumer expenditures. Retail companies that are part of the ...
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Motorola, Back From The Dead, Gives Apple A Run For The Money

Posted: November 19, 2010 at 1:55 pm

The Apple (NASDAQ: AAPL) iPhone may appear to be invulnerable at the top of the smartphone food chain, but it may soon have company. ChangeWave reports "Among individual iPhone models, ...
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Volkswagen and Toyota Fight for #1 Spot

Posted: November 19, 2010 at 10:25 am

German automaker Volkswagen AG (OTC: VLKAY) doesn't exactly say that it wants to be the world's largest carmaker. Instead it says that it plans "to make Volkswagen the world’s most ...
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Misguided Management, More Buybacks from Cisco (CSCO)

Posted: November 19, 2010 at 8:59 am

John Chambers is currently a misguided CEO.  We have been very vocal about the need for a dividend here, and the company has finally promised to initiate paying one.  Where ...
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The Twitter-24/7 Wall St. Market Report 11/19/2010 Harrah IPO, Bernanke & China

Posted: November 19, 2010 at 8:56 am

Twitter  has, by most estimates, 145 million members, which makes it one of the largest social networks in the world. All major media companies are on Twitter and some have ...
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Today’s Best Market Rumors (11/19/2010) Pimco Funds, KKR M&A

Posted: November 19, 2010 at 8:47 am

Updated throughout the day. Shares of Actelion are up on takeover rumors (Reuters) KKR (NYSE: KKR) is about to buy Del Monte (NYSE: DLM) (Reuters) Pacific Investment Management Co (PIMCO) will ...
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Top Analyst Upgrades and Downgrades (DE, DECK, EMN, DD, EMC, NTAP, NUS, RBS, NGG, REG, CRM, VMW, WFMI)

Posted: November 19, 2010 at 8:03 am

These are some of this Friday's key analyst upgrades, downgrades, and initiations seen in Wall Street research calls. Deere & Co. (NYSE: DE) Raised to Buy at UBS. Deckers Outdoor ...
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Harrah’s Caesars IPO Dies… The Ides of Nothing

Posted: November 19, 2010 at 7:52 am

Do we need another public casino chain?  It must be that we do not.  Harrah's Entertainment Inc. has dropped its plan to come public "due to market conditions."  The private ...
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The Nine Most Mismanaged Charities In America

Posted: November 19, 2010 at 6:20 am

Rating the non-profit sector is tricky.  The main ratings services Charity Navigator and BBB Wise Giving Alliance are both flawed. Moreover, some in the non-profit world object to the idea ...
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China Tries To Make Its Economy Normal, Raise Banks Reserve Requirements By 50 Basis Points

Posted: November 19, 2010 at 6:16 am

China wants its economy to be like the ones in many other large nations. It wants slow GDP growth and tiny inflation--just like the United States. To get on that ...
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The Sovereign Debt Crisis: Why The Greeks Won’t Pay Taxes

Posted: November 19, 2010 at 5:54 am

Most of the attention paid to the sovereign debt crisis in Europe, currently highlighted by trouble with Ireland, is about sharp cost cuts, higher retirement ages, and new taxes. The ...
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Dell: Bad Business Practices Trump Earnings

Posted: November 19, 2010 at 5:32 am

Dell (NYSE: DELL) reported especially strong earnings for its last quarter. Revenue was up 19% to $15.4 billion. Net income rose 144% to $822 million. CEO Michael Dell was bold ...
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Bernanke Defends The Faith Against China

Posted: November 19, 2010 at 5:09 am

“Globally, both growth and trade are unbalanced. Because a strong expansion in the emerging-market economies will ultimately depend on a recovery in the more advanced economies, this pattern of two-speed ...
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