UBS AG Raises Stake in ADVO (AD) to 5.6%
From 13D Tracker In a 13D filing on ADVO Inc. (NYSE: AD) after the close Friday, UBS AG disclosed a 5.57% stake (1.77 million shares) in the company. This is up from the 618K…
All Work
Douglas A. McIntyre
Analyzing Whole Foods (WFMI)
By Yaser Anwar, CSC of Equity Investment Ideas WFMI is to organic food market what SBUX is to the coffee market. Both portray, if I may say, a high end ambiance with focus on…
Comprehensive Nordstorm (JWN) Analysis- Earnings To SSS & Growth In 07
By Yaser Anwar, CSC of Equity Investment Ideas Nordstrom’s 3Q earnings of $0.52 were two cents above consensus. Results were driven by solid topline growth and significantly better-than-expected gross margin improvement, which primarily reflected…
Fifteen Most Overvalued Stocks: Polo Ralph Lauren
Stocks: (RL)(LIZ) Polo Ralph Lauren is expensive by several measures. But, one of the risks in owning the shares is that Ralph Lauren controls the board, he is the brand, and he is not…
Fifteen Most Overvalued Stocks: Phelps Dodge
Stocks: (PD)(RTP)(FCX) There was a case to be made that Phelps Dodge was a super premium priced stock before Freeport-McMoRan agreed to buy it for almost $26 billion. That would tend to indicate that…
Cramer Says Treehouse (THS) Is a LBO Fund Masquerading as a Food Company
Cramer said the LBO market is hot with guys making money. He noted that KKR actually is down in the Netherlands since coming public. He thinks food company Treehouse Foods (THS), which makes private…
Cramer thinks Reliance Steel is the next steel buyout
Stock Tickers: OS, RS, NUE On tonight’s MAD MONEY segment on CNBC, Jim Cramer discussed more about takeovers to find the next oregon Steel (OS) or takeover play. He Reliance Steel (RS) is still…
Test Post
We are clearing oout many of the old feed links to account for the new feed, so please understand we will be making many off-hours announcements on the feed here when you are not…
Google Leads In Second Search Study
Stocks: (GOOG)(MSFT)(TWX)(YHOO) There are probably far too many studies of the size and changes in traffic at internet sites. Google claimed the crown in the Nielsen Netratings survey of search engine traffic for October.…
Google Still Leads Search Ranking, By A Mile
Stocks: (MSFT)(TWX)(GOOG)(YHOO) Nielsen NetRatings has announced its October search engine traffic results. If any of Google’s competitors thought they might gain on the search giant, they can dream on. Fifty percent of all searchs…
US Market Wrap (Nov. 20, 2006)
DJIA 12,316.54; Down 26.02 (0.21%)NASDAQ 2,452.72; Up 6.86 (0.28%)S&P500 1,400.50; Down 0.70 (0.05%)10YR-Bond 4.595% Down 0.012NYSE Volume 2,505,710,000NASD Volume 1,697,476,000 Japan acted as lid today, with the…
How to use the VIX with an under 10.0 reading
by JON C. OGGNovember 20, 2006 The VIX, Under a reading of 10.0 is something that many traders on Wall Street have NEVER seen. No kidding. The "VIX" is the Chicago Board Options Exchange…
Cramer Discusses Merger Environment
On today’s STOP TRADING segment on CNBC, Jim Cramer had a lot to discuss with so many mergers happening. He is saying trying to find a common theme may be the wrong approach. He…
The Fifteen Most Overvalue Stocks: Franklin Resources
In looking for the most overvalued stocks, we considered metrics like price-to-sales, rapid stock price appreciation not supported by comparable financial growth, pricing and revenue pressure from competition, and future predictions of success like…
Suntech Still Bright
From The Average Joe Investor Extending my recent trend of posting about stocks I own, I was up bright and early at 4:45AM PST for the Suntech Power Holdings (NYSE: STP) earnings release and…
Large Autobytel (ABTL) Holder Liberate Technologies Slashes Stake
From 13DTracker In an amended 13D filing on Autobytel (Nasdaq: ABTL) on Friday, Liberate Technologies disclosed a 2.32% stake in the company. This is down from the prior 9% stake the firm disclosed. Also…
The Monday Edition- 1) Corporate Profits & Economic Cycles And 2) Opportunities In Brazil & Canada
By Yaser Anwar, CSC of Equity Investment Ideas Corporate profits & Economic Cycles- Given the weak forecast for real economic growth and developments in labor costs, I believe that corporate profit growth is set…
When Zell Sells, We Listen
By William Trent, CFA of Stock Market Beat Sam Zell built the largest publicly traded real estate firms in Equity Office Properties (EOP) and Equity Residential Properties (EQR). After years of acquisitions to build…
Shifting Sands in DRAM Market
By William Trent, CFA of Stock Market Beat As the companies in the market take different competitive approaches, the market share for producers of the dynamic random access memory, or DRAM, is shifting. DRAM…
SEMI Cycle Downturn Now Clear as Day
By William Trent, CFA of Stock Market Beat According to Semiconductor Equipment and Materials International (SEMI), North American-based manufacturers of semiconductor equipment posted $1.50 billion in orders in October 2006 (three-month average basis) and…