Dell Very Disappointing… Very (DELL)
Dell Inc. (NASDAQ: DELL) reported earnings of $0.17 EPS as a headline, but the clean number is $0.23 EPS on a non-GAAP basis and $12.9 billion in revenues. Thomson Reuters had estimates pegged at…
All Work
Douglas A. McIntyre
Black Friday Gimmicks & Desperation, A Win For Consumers (WMT, BBY, COST, TGT, KSS, GPS, M, JWN, MA, AMZN)
We are right at a week away from the highly awaited Black Friday for 2009’s holiday and Christmas season. As you likely know, this is THE day that retailers look forward to all year…
Make or Break Earnings for Dell (DELL)
Dell Inc. (NASDAQ: DELL) is set to report earnings after the closing bell today. Thomson Reuters has estimates pegged at $0.28 EPS and $13.18 billion in revenues. For the coming quarter those estimates are…
AMERITRADE Shelf Registration Spurs E*TRADE Speculation Further (AMTD, ETFC, SCHW)
TD AMERITRADE Holding Corporation (NASDAQ: AMTD) has just filed an automatic shelf registration statement with the SEC today, which many rumor mongers may jump on and point to the notion that this lends more…
The More Focused, and More Opaque, Buffett & Berkshire Hathaway (BRK-A, BRK-B, BNI, UNP, NSC, GS, GE, TIF, HOG, WMT, COP, XOM, WFC, RSG, DOW, ETN, WBC, MCO, WLP, UNH, GSK, SNY, GCI, WPO)
This was an important week for investment guru and billionaire watchers to see which gurus were holding which stocks. The full public equity holdings of Warren Buffett via Berkshire Hathaway Inc. (NYSE: BRK-A) were…
Top Day Trader Alerts (INTC, HOTT, HOLI, NLST, CMED, MVIS)
These are this morning’s top day trader alerts and active trader alerts in stocks early on Thursday. We have more details and analysis over at VSInvestor.com for each stock: Intel Corporation (NASDAQ: INTC) is…
Today’s Best Market Rumors (11/19/2009) (BA)(AMTD)(MWW)(NWSA)(AAPL)
Updated throughout the day. Update 12.50 PM EST: Boeing (NYSE:BA) could lose a $7.5 billion order for fighter planes to Brazil if the US Senate does not confirm Obama’s nominee to be ambassador to…
Jobless Data Trying to Hang in There
The Labor Department has just released its figure for weekly jobless claims. The figure came in at 505,000 in the last week, exactly in-line with the Bloomberg consensus data. This is also exactly the…
Top 10 Analyst Upgrades, Downgrades, Initiations (ABC, ASML, CAH, CVS, ESRX, INTC, MRVL, MHS, SOLF, TXN)
These are this Thursday’s top ten analyst upgrades, downgrades, and initiations seen in Wall Street research calls: AmerisourceBergen (NYSE: ABC) Started as Buy at UBS. ASML (NASDAQ: ASML) Cut to Neutral at B of…
US Recovery Expected To Outpace Europe
The OECD expects the economic recovery in the US to be significantly better than in Europe. In its new Economic Outlook survey the agency says US gross domestic product (GDP) is expected to grow by 2.5%…
GE (GE) Waves Goodbye To A Strong 2010 Performance
John Rice, chief executive of GE’s technology infrastructure division, told Reuters that he expects results at his business to be weak in 2010. “We’re not expecting a significant growth rate next year,” he said. A…
GM’s Non-IPO IPO
Both the government and GM management are talking about an IPO at the end of 2010 that would allow the taxpayers to get the money that they put into the No.1 car company in America…
Obama Warns About “Double Dip” Recession
The President is supposed to talk about how much the economy is improving, not how bad it could be. Mr. Obama broke with the approach by saying that “It is important though to recognise if…
One Million Americans Face Loss Of Jobless Benefits In January
The National Employment Law Project says that the public’s perception of what will happen to insurance benefits for the unemployed early next year is flawed. Most press reports on Congressional action on the matter…
Media Digest 11/19/2009 Reuters, WSJ, NYTimes, FT, Bloomberg
Reuters: Senate Democrats unveiled their healthcare plan. Reuters: Hedge fund manage Griffin has rebounded from losses. Reuters: GM must pay its debt and become profitable before an IPO. Reuters: Kraft (NYSE:KFT) is still considered…
Asia Markets And Europe Open (11/19/2009)
Markets in Asis were mixed. The Nikkei fell 1.3% to 9,549. Mitsubishi UFJ (NYSE:MTU) fell. Honda (NYSE:HMC) and Toyota (NYSE:TM) fell. Sony (NYSE:SNE) was also off. The Hang Seng dropped 1% to 22,643. China…
Major Rumor: CBO Says Senate Healthcare To Cost $849 Billion
At this point it is simply a rumor, but The Wall Street Journal reports that : “Senate Democrats’ health-care legislation has been estimated to cost $849 billion and to reduce the federal budget deficit by…
24/7 Wall St. TV: Sony e-Reader To Ship Late Adding To Company Woes
The management at Sony (NYSE:SNE) looks more and more like “The Gang That Couldn’t Shot Straight.” Its TV screen business is losing money. Most months, sales of the PS3 fall behind those of the…
Paulson Making Gold Rush Self-Fulfilling Prophecy (GLD, KGC, AU)
A broker noted something about this yesterday as a gold bug, and frankly it seemed far-fetched considering the size of the move we have already seen in recent weeks and months. But the talk…
52-Week High Club (AMD, ASMI, ALV, CHS, GGWPQ, LFT, DE)
Advanced Micro Devices Inc. (NYSE: AMD) rose over 10% to a yearly high of $7.33 after the computer processor maker announced today that it would offer $500 million in senior notes, the cash from…