Insights from the GDP Report
By William Trent, CFA of Stock Market Beat According to the Bureau of Economic Analysis: Real gross domestic product — the output of goods and services produced by labor and property located in the…
All Work
Douglas A. McIntyre
CRDN: Ceradyne Makes More Sales We Already Knew About
By William Trent, CFA of Stock Market Beat The way the defense spending process works, companies selling to the military generally receive a blanket order covering multiple years, but the actual spending must be…
CHRW: C.H. Robinson Keeps on Trucking
By William Trent, CFA of Stock Market Beat We have written many times about why we believe the transportation companies that act more as brokers will perform better than their asset-owning peers. And yesterday,…
MySQL IPO May Be In The Works
There is a lengthy article from Computer Business Review stating that Linux distributor MySQL is prepping for an IPO. This would be a big win for consumers and for open source if it is…
The New SEC: Not The Domineering Type
From AAO Weblog A few years ago, the SEC used to have “We are the investor’s advocate” plastered in various prominent spots of its website – like the home page, for instance. No more.…
US Air Drops the Delta Bid, As Expected
US Airways (LCC-NYSE) has formally withdrawn its offer to acquire Delta Air Lines Inc. (DALRQ-NASDAQ/OTC). The Unsecured Creditors’ Committee would not meet its demands by the airline’s established deadline of Feb. 1, 2007. US…
Boeing’s Fantastic Future
Boeing (BA) did not want to leave anything to doubt. Instead of forecasting the next quarter, or even the next year, the big aerospace company said that it sees two years of rising profits…
With AMD Reeling, Intel Shares Look Attractive
By Chad Brand of The Peridot Capitalist Since I already shared my thoughts on Advanced Micro Devices (AMD), it seems logical to take a look at Intel (INTC) as well. I was pretty neutral…
SLAB: Silicon Labs Disappoints Investors
By William Trent, CFA of Stock Market Beat Silicon Laboratories (SLAB), which designs semiconductors used in wireless handsets and other devices, reported earnings this morning that came in below analyst estimates. Guidance was also…
Has Eastman Kodak Turned the Corner?
Eastman Kodak (EK) posted its first quarterly profit in 2 years this morning. The company made $0.06 EPS on revenues of $3.821 Billion. The actual numbers before items on EPS was $0.59 for the…
VZ: Are More Access Line Deals in the Works for Verizon?
By William Trent, CFA of Stock Market Beat When Verizon (VZ) announced a deal to swap some of its access lines for shares of FairPoint (FRP), we wondered if investors were getting a fair…
24/7 Wall St. Break Up Analysis: 3M Worth More Than Shares, Ebay Worth Less
Edited By Douglas A. McIntyre. Stories by Ryan Barnes. Over the next several days, 24/7 Wall St. will look at the break-up values of a number of large cap companies. Firms with market caps…
Why GE Shareholders Hate Siemens
Siemens (SI) is as close as a conglomerate gets to General Electric (GE). Siemens has a power generation and power transmission unit. It has an automotive components business and a group that does industrial…
Analyst Notes (JAN 31, 2007)
ABD cut to Neutral at Credit Suisse.AFL raised to Buy at SunTrust Robinson Humphreys.AHG started as Sell at Deutsche Bank.ALV cut to Underperform at Baird.AMED started as Buy at Deutsche Bank.AXL cut to Underperform…
Pre-Market Stock Notes (JAN 31, 2007)
(ABK) AMBAC $1.71 EPS vs $1.83e.(ADZA) Adeza Biomedical receives Orphan Drug designation for Gestiva.(AL) Alcan $1.26 EPS vs $1.28e.(BA) Being trading up over 1.5% on beating earnings and guiding up.(BLTI) Biolase gets FDA clearance…
24/7 Wall St 2007 Break Up Values Burlington Northern $100 (Current Price $79)
By Ryan Barnes. Edited By Douglas A. McIntyre Burlington Northern is the largest U.S. freight carrier, operating on nearly 34,000 miles of track in the U.S. and Canada. While they have various assets in…
24/7 Wall St. 2007 Break Up Values: 3M $109 (Current Price $74.70)
By Ryan Barnes. Edited by Douglas A. McIntyre 3M Corporation (MMM – $74.70; Breakup Value $109) 3M is a company that has prided itself on ingenuity and innovation to drive earnings growth, and that…
24/7 Wall St. 2007 Break Up Values: Ebay $28 (Current Price $32)
By Ryan Barnes. Edited by Douglas A. McIntyre Ebay, Inc. (EBAY) Ebay’s main property is obviously their flagship marketplace site, which generates revenues from listing fees collected on the user base, which currently stands…
China Stock Market Bubble: An Ill Wind From The East
Even the Chinese are anxious about their surging stock markets. Officials at the Shanghai Stock Exchange are voicing concerns that their infrastructure cannot handle the rising volume and volatility. A high-level government official has…
Europe Markets 1/31/2007 Reuters, Vivendi Down, Bayer, Vodafone Up
Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V) Markets in Europe were down modestly at 5.45 AM New York time. The FTSE was down .2% to 6,233. Barclays fell .3% to 750. BP rose .2% to 538. BT was flat…