Falling Out the First Storey Window
From Value Discipline I have been absent from the blogosphere for about a month, having spent some two weeks involved in teaching some CFP (Certified Financial Planner) candidates in investment as well as my…
All Work
Douglas A. McIntyre
Should We Blame the Fed for Sub-Prime’s Woes?
By Chad Brand of Peridot Capitalist I just heard an argument about this and I think it’s extremely unfair to blame the Fed for the current crisis in the sub-prime mortgage industry. The rationale…
High Cost of New Cancer Drugs Force Government Intervention
From BioHealth Investor by H.S. AyoubBioHealth Investor.com Morgan Stanley analyst Steven Harr has been warning Genentech and other drug firms that the record prices asked for new cancer drug treatments could create a backlash,…
Fama and French Dish, Diss, and Disagree
From Investment Intelligencer In this Journal of Indexes (JOI) interview (download below), two of the world’s smartest investors weigh in on the strategies that have made Dimensional Fund Advisors one of the most successful…
Large TLC Vision (TLCV) Holder Glenhill Advisors Concerned About Underperformance
From 13D Tracker In a 13D filing on TLC Vision Corporation (Nasdaq: TLCV), Glenhill Advisors discloses a 13.9% stake (9.6 million shares) and disclosed a letter to the Chairman of the Board of Directors…
Could GM Get Chrysler Cheap
DaimlerChrysler’s (DCX) unions are objecting to the company selling its US arm, Chrysler, to private equity interests. Labor representatives hold half the seats on the DCX board, and it appears to be their view…
Wall St. Gets Sick of Google
The Financial Times has floated the idea that Wall St. is sick of Google’s attempts to get into businesses outside of search and moving nowhere in the process. Investors holding the stock probably discovered…
Chinese Officials Want Boeing And Airbus Business
The move by the People’s Republic to compete with Boeing (BA) and Airbus is official. According to FT.com: "A statement on the government’s website issued late on Sunday said the state council – the…
Omniture (OMTR): Insiders Are Bailing Out
By CrossProfit March 18, 2007 Why have insiders sold over 1.5M and divested from another 1M shares, or 9.6% of the float, over the last 18 sessions? 2006 trailing earnings and 2007 forward figures,…
Daimler Board Factions Attacks Private Equity Deal
Private equity firms have been circling Chrysler in the hopes of getting a cut-rate deal for the US arm of DaimlerChrysler (DCX). There have also been press rumors that GM (GM) is looking at…
Sprint Chases The Profitable Customer
Sprint (S) has decided to try to attract the cell phone customer who keeps a handset glued to his head 24 hours a day. Perhaps it is a bigger market than Wall St. realized.…
Qualcomm Starts To Get Smart
Ever since Qualcomm (QCOM) upped its revenue estimate for the current quarter, the stock has moved back onto a positive track. The shares are up from $39.04 on March 5 to $43.68. But, the…
Barron’s Digest March 19, 2007 Issue
Barron’s writes that efforts by Clear Channel (CCU) to complete its IPO may not be successful as some of its institutional holders dig in for a better price. Textron’s (TXT) stock has doubled over…
This Week on StockHouse March 12 to 16
By the StockHouse Editorial Team The troubled U.S. subprime lending sector gave investors pause this week, making markets volatile amid worries that a slowing housing market could spread to other sectors of the economy.…
Nortel Stalls
Nortel’s (NT) comeback seems to have gotten off track. It lost $80 million on $3.32 billion in revenue in the fourth quarter of 2006. But, 2007 revenue will be flat to down. The company…
The Consolidated Week of Cramer
Cramer had many picks this week, here is an abbreviated list: On Friday evening he started out telling investors that they need to own Caterpillar (CAT) and he even went in and gave a…
The Week Ahead (MAR 19 to 23, 2007)
Next week is a farily light calendar,but we should at least get some more confessions from companies who aregoing to fall short of guidance as this will mark two weeks from theend of the…
Comcast Out To Hang Google
Comcast (CMCSA) runs one of the largest web portals on the internet. Currently, it refers search traffic to Google (GOOG). The deal is apparently worth $70 million a year to Comcast. They want more.…
Cramer’s Playbook for Next Week
On CNBC’s MAD MONEY Cramer has a gameplan for next week. Cramer noted that the success of the movie "300" is not big enough to help the Time Warner (TWX) parent. But Cramer thinks…
Cramer Talks Nastech
On tonight’s MAD MONEY on CNBC, Jim Cramer discussed Regenron (REGN) as one where he had interviewed the CEo of the company back when he started doing MAD MONEY. This went fom $5 to…