Ford’s (F) Efforts To Re-Conquer Car World Gain Speed
Ford (F) will launch ten new models this year. Merrill Lynch says that will bring the age of car company’s product line to an average of 2.4 years. In other words, Ford’s older models,…
All Work
Douglas A. McIntyre
LG: An Unlikely Rival Stalks Nokia (NOK), Motorola (MOT), And Apple (AAPL)
Most investors would assume that the only handset companies to post increases in unit sales last quarter are Apple (AAPL) and RIM (RIMM). Those two high-end handset companies are damaging the market share opportunities of Sony Ericsson,…
The Next Blockbuster Drugs: A $170 Billion Opportunity
Safety and efficacy data are critical to drug candidates. But what really makes a potential drug attractive is strong top-line data, a new biotech-based treatment, and a massive potential market. With help from Thomson…
Apple (APPL) And Caterpillar (CAT): Someone, Somewhere, Somehow, Is Spending Money
Apple’s beat Wall St. consensus figures by posting earnings per share of $1.35 compared to Wall St. expectations of $1.17. The company also produced revenue of $8.33 billion, up 12% from last year. The…
Media Digest 7/22/2009 Reuters, WSJ, NYTimes, FT, Bloomberg
Reuters: A tech alliance between China and Taiwas is hurting Korea. Reuters: Spple (AAPL) easily beat forecasts. Reuters: CIT (CIT) still faces a number of financial challenges. Reuters: Yahoo!’s (YHOO) outlook was below expectations.…
Asia Markets And Europe Open 7/22/2009
Market in Asia were mixed. The Nikkei rose .8% to 9,723. Shares in Sony (SNE) dropped slightly. The Hang Seng was down .5% to 19,406. China Mobile (CHL) and China Unicom (CHU) dropped. The…
The Remarkable Resurrection Of Hedge Funds
The recovery has really begun to lift all ships when the hedge fund industry can claim that it has risen almost instantly from the death that it suffered in the final quarter of last…
Should AIG Be Keeping Terms of Deals Secret?
by Sharona Coutts, ProPublica – July 21, 2009 Last week we reported that while AIG has sold — or agreed to sell — a dozen subsidiaries as part of its efforts to repay the…
Will China Subsidies Save Solar Stocks? (LDK, STP, TSL, CSUN, JASO, FSLR, WFR, SPWRA, ENER, SOLR, CSIQ)
If you saw how solar power stocks ran up today, you might think it was tied to higher energy prices from last week. But the news that that ran shares is that the Chinese…
Apple’s (AAPL) Results Remarkable, Again
Wall St. expected Apple (AAPL) to earn $1.17 a share. It made $1.35. Wall St. expected $8.2 billion in revenue. Apple’s sales hit $8.34 billion. Wall St. was concerned that the economy would pressure…
AMD Visits Dullsville (AMD, INTC)
Advanced Micro Devices Inc. (NYSE: AMD) is getting drilled on earnings. The easy comparison is that the Intel Corp. (NASDAQ: INTC) strength is coming at the expense of AMD. The distant number-2 processor makers…
Yahoo! Mum on Deal in Earnings (YHOO, MSFT)
Yahoo! Inc. (NASDAQ: YHOO) has posted its earnings of $0.10 non-GAAP EPS and $1.136 in ex-TAC revenues. Thomson Reuters had estimates at $0.08 EPS and $1.14 billion in revenues. Guidance is for operating income…
Starbucks Earning Bucks (SBUX)
Coffee retail giant Starbucks Corp. (NASDAQ: SBUX) has just reported earnings of $0.24 non-GAAP EPS and $2.4 billion in revenues. Thomson Reuters had estimates at $0.19 EPS and $2.38 billion in revenues. Unfortunately, same…
Apple Has To Blow Numbers Out (AAPL, RIMM, PALM)
Apple Inc. (NASDAQ: AAPL) is set to report earnings after the closing bell today. As always, this is one of the tech market’s biggest events, but there is a problem… traders, investors, and analysts…
What McKinsey Will Tell Conde Nast
Embattled publishing company Conde Nast has hired McKinsey & Co. to help the publisher look at its options as its advertising revenue shrinks at a alarming rates. According to MediaPost the goal of retaining the consulting…
ETF/ETN Conundrum: Size Limits, Roll Dates, Future Trading (UNG, USO)
We have noted how CFTC inquiries and reviews into whether or not the size of certain speculative instruments in commodities markets, including ETF and ETN instruments, is likely to be regulated in the future. …
Predicting The Value Of The World’s Most Valuable Brands For 2009
Once a year, Interbrand publishes a list of the “Best Global Brands”. The 2008 list was released last September. The next list will probably be out in about two months. The change in value…
Secondary Offerings Come Back Fast (CEDC, HGG, EWBC, BMS, INTC, STSA, CVBF, RT)
Now that markets are back up, we are starting to see many syndicate offerings come in. That is not a huge surprise, but the volume of companies is rather strong. We have seen priced…
Sybase Mixed, But Good Enough (SY)
Sybase, Inc. (NYSE:SY) has chalked up a win in its earnings report by the looks of it. The company posted non-GAAP earnings of $0.56 EPS on roughly a 2% decline in revenues to $278…
Once Again, Paulson Misses the Point
By John Tamny of RealClearMarkets In testimony before Congress last week, former Treasury secretary Henry Paulson said he was “proud to have been among the many public servants” who came together “to prevent a…