All Work

Douglas A. McIntyre

Satellite Broadband? Bad News For Verizon

DirecTV (DTV) is looking at delivering broadband through its satellite system, according to FT.com. Liberty Media (LBTYA), which is taking a large stake in the satellite TV company, has extensive background in telecom and…

Douglas A. McIntyre · 20 years ago

Europe Markets 3/1/2007 Reuters, Vivendi Up, Deutsche Telekom Down

Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DT)(DB)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V) Markets in Europe were higher at 5.30 AM New York time. The FTSE was up .7% to 6,214. Barclays was up .5% to 744. BP was up .9% to 526.5. BT was…

Douglas A. McIntyre · 20 years ago

Media Digest 3/1/2007 Reuters, WSJ, NYTimes, Barron’s, FT

According to Reuters, US bank regulators are about to issue guidelines for the sub-prime mortgage industry. The sector has been hurt by default rates. Reuters writes that Ford (F) estimates that its restructuring costs…

Douglas A. McIntyre · 20 years ago

Asia Markets 3/1/2007 Toyota, Softbank Down

Stocks: (CAJ)(FUJ)(TM)(HIT)(HMC)(NIPNY)(SNE)(CHL)(CHU)(CN)(HBC)(PCW) Asia markets fell sharply. The Nikkei was off .9% to 17,453. Softbank fell 7.3% to 2785 and Toyota fell almost 3.7% to 8020. Bridgestone was down .4% to 2480. Canon was off…

Douglas A. McIntyre · 20 years ago

BRL: Barr the Windows

By William Trent, CFA of Stock Market Beat Large Cap Watch List member Barr Pharmaceuticals (BRL) reported a GAAP Loss: For the three months ended December 31, 2006, the Company recorded a loss of…

Douglas A. McIntyre · 20 years ago

USO: Revisiting Oil

By William Trent, CFA of Stock Market Beat Oil prices rise as demand worries fade – Yahoo! News The U.S. government reported Wednesday that stockpiles of gasoline and distillates, which include heating oil and…

Douglas A. McIntyre · 20 years ago

SIE: Sierra Misunderestimates Cost of Drugs

By William Trent, CFA of Stock Market Beat Sierra to Incur Loss on Enhanced Medicare Part D Prescription Drug Product Offering: Financial News – Yahoo! Finance Sierra Health Services, Inc. (SIE) today announced that…

Douglas A. McIntyre · 20 years ago

XLNX: Xilinx Joins the Dumb Financing Decision Parade

By William Trent, CFA of Stock Market Beat For some reason, the latest fashion appears to be issuing convertible notes. The practice allows companies to reduce the apparent share count, but assuming the share…

Douglas A. McIntyre · 20 years ago

ORCL: Is Oracle About to Strike Again?

By William Trent, CFA of Stock Market Beat We generally think Oracle’s (ORCL) acquisition strategy is the right thing for the company and for the industry. Software companies are generally under-leveraged, and even paying…

Douglas A. McIntyre · 20 years ago

Market Crash = End of Web 2.0?

From Internet Outsider Probably not, but it’s worth considering.  Using cyclically adjusted valuation measures (those that take into account today’s record-high profit margins), the U.S. stock market has been overvalued for years.  The Internet…

Douglas A. McIntyre · 20 years ago

WestAmerica: Man Bites Dog

From AAO Weblog Make that “stock comp error correction treats shareholders well.” Ah, no. More descriptive, but lacks punch. WestAmerica Bancorporation filed its 10-K yesterday, and revealed a SAB 108 correction for the overaccrual…

Douglas A. McIntyre · 20 years ago

Wednesday’s Top Biotech & Medical Stocks

From BioHealth Investor Biotechnology PIPEX PHARMACEUTICAL +12.90% BOSTON LIFE SCIENCES +10.63% INSMED INC +7.58% CURAGEN CORP +7.25% IDM PHARMA INC +6.37% Diagnostic Substances GENELABS TECH INC +18.18% ICAGEN, INC. +14.15% EPICEPT CORPORATION +11.94% NYMOX…

Douglas A. McIntyre · 20 years ago

Best Ideas Hedge FOF

From World Beta I have examined a few different ways of cobbling together portfolios from hedge fund 13Fs: 1. Consensus – Putting together a portfolio of names that are owned by multiple funds.2. Replication…

Douglas A. McIntyre · 20 years ago

Cramer’s Second 1/3 of Bottoming Stocks

On tonight’s MAD MONEY on CNBC, Jim Cramer said the market escaped a bad day but the damage has been done.  Cramer thinks you can go bottom fishing after a very big drop, so…

Douglas A. McIntyre · 20 years ago

Cramer’s First 1/3 of Bottoming Stocks

On tonight’s MAD MONEY on CNBC, Jim Cramer said the market escaped a bad day but the damage has been done.  Cramer thinks you can go bottom fishing after a very big drop, so…

Douglas A. McIntyre · 20 years ago

The 52-Week Low Club

Every day 24/7 will look at widely traded stocks that hit 52-week lows Transmeta (TMTA) Down from a one-year high of $2.37 to $.72. Company licenses intellectual property for chips. Quarterly sales went from…

Douglas A. McIntyre · 20 years ago

Nothing Good in Applebees’ Sales

No wonder Applebee’s (APPB) wants to Sell or find more alternatives.  We questioned why someone would want to buy this company back on February 13 when the shares were over $27.00.  Shares closed up…

Douglas A. McIntyre · 20 years ago

Earnings Preview: Dell (DELL)

Tomorrow afternoon (Thursday) we’ll get to see the ‘earnings’ out of Dell Inc. (DELL-NASDAQ).  The street is looking for $0.29 EPS & roughly $14.88 Billion revenues.  The earnings and revenues may not be the…

Douglas A. McIntyre · 20 years ago