Big Pharma Whines About Generics
If you can’t beat them, cry about them. the chairman of Sanofi-Aventis of France recently complained that generic drug companies were making product in poor countries where costs were low and then selling the…
All Work
Douglas A. McIntyre
Advice for Google Investor Relations
Is Google a good or bad investment after it closed the year out at $460.48? Google shares closed out 2005 at an adjusted $414.86 but closed as high as $471.63 in January 2006. The…
Global Auto Report: No Good News For Big Three (DCX)(GM)(F)(TM)(HM)
Scotia Economics Global Auto Report is predicting a flat 2007 for worldwide vehicle sales. Units in mature markets like Canada, the US, Western Europe, and Japan could actually attriite. Sales in growing markets like…
AT&T’s Advertising Pipe Dream (T)(BLS)(SIRI)
Perhaps the revenue that AT&T gave up in backing off charging large websites for their traffic to get the FCC to approve its BellSouth merger will be made up by it plan to charge…
Europe Markets 1/2/2007 Barclays, British Air Rise
Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DT)(DC)(SI)(ALU)(AXA)(FT)(V) Markets in Europe were sharply higher at 5.30 AM New York time. The FTSE rose 1.1% to 6,290. Barclays was up 2.1% to 745. BP was up .7% to 571.5. British Airways…
Media Digest 1/2/2007 Reuters, FT, WSJ, NYTimes, Barron’s
According to Reuters, Korean car maket Hyundai expects it global revenue growth rate to double in 2007 based on strong foreign sales and a higher mix of luxury cars. Oerall vehicle sales are expected…
Year End S&P Data
From Ticker Sense Now that the year is over for stocks, we updated this chart that we did last year that shows the percent of stocks in the S&P 500 that were down for…
Seasonal Pattern Shifts
From Ticker Sense With so much investor attention being focused on seasonal patterns over the last few years, we wondered what impact, if any, this had on the actual patterns themselves. In order to…
2006 Stock Performance
From Ticker Sense With 2006 officially in the books, we analyzed the best and worst performing US stocks of the year. In the chart below,we divided the 4,000+ US stocks into deciles based on…
The Convergence of Hedge Funds & Private Equity
By Yaser Anwar, CSC of Equity Investment Ideas Last week Roger Ehrenberg had a great post pertaining to the convergence of HFs into PE. I commented on his blog & liked what I said,…
Analyzing AT&T (T) & Telcos
By Yaser Anwar, CSC of Equity Investment Ideas On Dec. 28th, T agreed to offer additional concessions in a letter addressed to the FCC. AT&T agreed to a 15% reduction in special access rates…
Asia Markets 1/2/1007 China Mobile, China Netcom Rise
Stocks: (CHU)(CN)(CHL)(HBC)(PCW) The Nikkei was cloased but the Hang Seng had sharp gains. The Hang Seng index rose 1.7% to 20,310. Cathay Pacific rose 1.3% to 19.52. China Mobile rose 3.7% to 69.7. China…
AT&T Net Neutrality Pokes Cable In The Eye
Stocks: (T)(BLS)(CMCSA)(TWX)(CVC) Sweet irony. AT&T agrees not to charge large websites like Google and Yahoo! extra fees for their traffic over its broadband pipes, so-called "net neutrality" to gets its merger with BellSouth approved…
How Did These Companies Make The Forbes 400 Best Companies?
Every year, Forbes puts together a list of the 400 Best Big Companies. The selections are based on a screen of 1,000 companies and take into consideration stock market returns, growth in EPS, and…
The XM/Sirius Merger Gets Old (XMSR)(SIRI)(AAPL)
The price of newsprint must be dropping. Or, business reporters have run out of story ideas for the holdidays. One of the oldest stories from Wall St. is getting even older. Sirus and XM…
“The Next Google” Doesn’t Exist (TWX)(MSFT)(YHOO)(GOOG)
A number of technology companies are being funded based on the fact that they can leap-frog Google as the best search engine technology platform. It won’t happen. According to The New York Times, venture…
If Oil Falls (CVX)(COP)(XOM)
"The news events that used to drive the energy bull market just don’t get the mileage they once did," said energy analyst Peter Beutel of Cameron Hanover. There is still an assumption among many…
Problems With The BusinessWeek Top Tech Growth List: Qualcomm (QCOM)
Once a year, BuinessWeek publishes it Tech’s Hot Growth Company list with 50 corporations making the cut. Most belong, but a few of the companies aren’t candidates for a list like this. The list…
Problems With The BusinessWek Tech Growth List: Motorola (MOT)
BusinessWeek puts together a list of the Top Tech Growth Companies each year. Fifty firms make the list. Most of the companies belong, but a few seem decidely out of place. The project appears…
Problems With The BusinessWeek Tech Hottest Growth Companies: Sandisk (SNDK)
With the help of McGraw-Hill unit Comstat, BusinessWeek picks 50 companies for its Tech’s Hottest Growth list. A computer probably does the initial screening. But, whoever reviews it ought to pull some of the…