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Monthly Archives: August 2011

John Paulson’s Big Stock Changes (BAC, C, AEM, AU, COF, GFI, GRFS, JPM, LIFE, NYX, RAH, THC, WFC, GLD, NWSA)

Posted: August 15, 2011 at 6:08 pm

Billionaire and hedge fund manager John Paulson of Paulson & Co. and of Paulson Management is a widely followed equity hedge fund manager for whale watchers.  He has made ...
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Berkshire Hathaway & Buffett’s Stock Holdings ‘M to Z’ (BRK-B, BRK-A, MA, MTB, MCO, PG, SNY, TMK, USB, USG, UPS, VRSK, WMT, WPO, WFC)

Posted: August 15, 2011 at 4:45 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of June 30, 2011 and this is the second group of ...
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Buffett & Berkshire Hathaway Stock Holdings, A to L (BRK-B, BRK-A, AXP, BK, KO, CDCO, COP, COST, DG, XOM, GCI, GE, GSK, JNJ, KFT, LZ)

Posted: August 15, 2011 at 4:25 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of June 30, 2011. These public stock holdings have been broken ...
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Lessons of Triple-A Past: Berkshire Hathaway by Fitch (BRK-A)

Posted: August 15, 2011 at 4:06 pm

It was once upon a time that the ratings agencies used to have Warren Buffett's own company of Berkshire Hathaway Inc. (NYSE: BRK-A) as a "AAA" rating.  It was one ...
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Solar Bankruptcy… Bye Bye Evergreen Solar (ESLR)

Posted: August 15, 2011 at 1:20 pm

Sometimes having the first-mover advantage doesn't pay off.  If Evergreen Solar, Inc. (NASDAQ: ESLR) was not the first pure-play solar stock in America, it was among the first.  Now it ...
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Cloudy Skies Forecasted for ReneSola

Posted: August 15, 2011 at 12:53 pm

ReneSola Ltd (NYSE: SOL) admitted on the earnings call that both shipments and realized prices for silicon wafer and modules fell faster than expected in quarter-ending June 30. Contrary to ...
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Risk On, Gold and Silver Off — A Little (GLD, IAU, SLV, SIVR, NEM, GG, ABX, GDX, GDXJ, SLV, DBS)

Posted: August 15, 2011 at 12:36 pm

Following an end-of-week rally last week, the DJIA has picked up where it left off and is up about 100 points just before noon today. The NASDAQ and S&P 500 ...
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Endless Coffee Boom in Question: Caribou Insider Selling (CBOU, GMCR, SBUX, PEET)

Posted: August 15, 2011 at 12:02 pm

Caribou Coffee Company, Inc. (NASDAQ: CBOU) is just one of the companies in the coffee system that has enjoyed great returns of late.  This retailer has chased the performance of ...
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Lowe’s & Home Depot Diverge As Homebuilder Proxy (LOW, HD, XHB, ITB, DHI, PHM, PMI)

Posted: August 15, 2011 at 11:36 am

Lowe's Companies Inc. (NYSE: LOW) reported earnings on Monday morning ahead of the Tuesday report from The Home Depot, Inc. (NYSE: HD).  When you look at the Lowe's numbers and ...
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Transocean’s Norwegian Buyout Highlights Value in Drillers (RIG, BP, NOV, PDS, SDRL, DVR, HERO, VTG, PKD, PDC)

Posted: August 15, 2011 at 11:03 am

Transocean Ltd. (NYSE: RIG) must think that its dispute with BP plc (NYSE: BP) over responsibility for the explosion of its Deepwater Horizon platform in April 2010 is either going ...
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Can Wal-Mart Really Take On Amazon? (WMT, AMZN, TGT, COST, BBY)

Posted: August 15, 2011 at 10:34 am

Wal-Mart Stores Inc. (NYSE: WMT) has continued to be the most dominating brick and mortar force in retail, even if it is far from the most attractive and even if ...
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The Google-Moto Losers: InterDigital & Kodak (GOOG, MMI, IDCC, EK)

Posted: August 15, 2011 at 9:55 am

The news is full of reports that Google Inc. (NASDAQ: GOOG) is acquiring Motorola Mobility Holdings, Inc. (NYSE: MMI).  Most stories discuss the hardware aspect, but perhaps the more important ...
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BofA Sheds More Credit Card Business… Changing the Credit Sector (BAC, TD, COF, WFC, RF, C, BK, AXP, V, MA)

Posted: August 15, 2011 at 9:40 am

Bank of America Corp. (NYSE: BAC) is selling more assets as it raises capital in an effort to stem the drop in the company's share price related to its purchase ...
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The Twitter-24/7 Wall St. Market Report (8/15/2011) Google Buy Motorola Mobility

Posted: August 15, 2011 at 8:42 am

MSNBC: Stop coddling the super-rich: Buffett Zerohedge: And back down: US Empire Manufacturing (Aug) M/M -7.72 vs. Exp. 0.00 (Prev. -3.76) FT: Google buys Motorola mobile phone unit WSJ: New ...
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Google Buys Moto, Gives Microsoft an Opening (GOOG, MMI, AAPL, RIMM, NOK, MSFT)

Posted: August 15, 2011 at 8:24 am

Honestly, isn't it time for Google Inc. (NASDAQ: GOOG) to stop using words like 'supercharge' when it spends $12.5 billion? Google isn't a graduate-student garage start-up any longer. The company ...
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