All Work

Jon C. Ogg

Vertex Outlines 2012 Sales Expectations (VRTX)

Vertex Pharmaceuticals Inc. (NASDAQ: VRTX) is trading lower after earnings, but this may be due more to a give back from big gains this week and it may be a headline issue.  The first headline…

Jon C. Ogg · 15 years ago

Corporate Bond War: Quality Trumping Junk (LQD, JNK)

The world of high-yield corporate bonds and the world of investment-grade corporate bonds may be nearing another near-term inflection point.  Many retail investors have to go find yield elsewhere outside of the Treasury market,…

Jon C. Ogg · 15 years ago

Is the Move in StemCells Trustworthy? (STEM)

StemCells, Inc. (NASDAQ: STEM) is seeing a rather favorable reaction to an FDA trial approval today.  The question to ask is if the move is justified.  The exact news is a FDA authorization for the…

Jon C. Ogg · 15 years ago

Two Housing Earnings, Two Trends (BZH, PHM, XHB)

Beazer Homes USA, Inc. (NYSE: BZH) and PulteGroup, Inc. (NYSE: PHM) are seeing two different reactions after earnings.  Beazer’s recent order growth came at a price against margins.  It had 31% order growth but the…

Jon C. Ogg · 15 years ago

Baltic Dry: The Death Of An Index (SEA, DRYS, SFL, NAT)

Just what does a cratering Baltic Dry Index mean?  Frankly, it looks and acts as though it is signaling the next recession is here already rather than signaling that it is coming.  That flies…

Jon C. Ogg · 15 years ago

Earnings Previews For Friday (BEAM, CLX, EL, SPG, TSN)

We have noted that this week should be the climax of the companies reporting earnings which have a calendar or quarterly year-end in December.  Still, some reports are still coming this week and next…

Jon C. Ogg · 15 years ago

HP Has Double-Recall of Fax Machines (HPQ)

Hewlett-Packard Co. (NYSE: HPQ) has issued a voluntary recall of more than 1 million fax machines.  The recall pertains to some 928,000 HP fax 1040 and 1050 machines in the United States and another…

Jon C. Ogg · 15 years ago

Dividend Hike Chase Goes To Trucking (JBHT)

The trucking segment of the transportation sector is not all that well-known for its great dividend payments.  Don’t tell that to J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT). This trucking outfit has been raising dividends…

Jon C. Ogg · 15 years ago

MannKind Holders Brace For Offering (MNKD)

MannKind Corporation (NASDAQ: MNKD) has been seeing its shares sag ahead of a stock and debt offering.  The company plans to sell about $50 million in new shares and up to $161 million in debt. …

Jon C. Ogg · 15 years ago

Bernanke: Rising Debt To GDP Ratio Unsustainable

Federal Reserve Chairman Ben Bernanke was testifying in front of the House Budget Committee this morning and he made some interesting comments about our ongoing deficits and debt levels wrecking the future.  The FOMC…

Jon C. Ogg · 15 years ago

Sandridge Acquisition Brings Analyst Downgrades (SD)

Sandridge Energy Inc. (NYSE: SD) is getting shelled today. The company’s new announcement that it was going to buy Dyanmic Offfshore for $1.28 billion has created some waves.  Dynamic operates in the Gulf of…

Jon C. Ogg · 15 years ago

Merck Close to 52-Week High After Earnings (MRK)

Merck & Company, Inc. (NYSE: MRK) is trading up after its earnings report.  With a high dividend yield of 4.4%, many investors are watching this despite a stance of little to no real growth…

Jon C. Ogg · 15 years ago