New Industrial Warehouse REIT IPO on the Way
O’Donnell Strategic Industrial REIT, Inc. is going to be the next public warehouse REIT. The company has filed its S-11 and the SEC declared it effective as of August 15, 2011. The public offering…
All Work
Jon C. Ogg
Mr. Dumas Idea of the Day: E.U. Financial Transaction Tax (NYX, NDAQ, CME, ICE)
If you can count on the Europeans to do one thing, it is to invent new taxation methods regardless of whether or not it makes sense. After Merkel and Sarkozy met today, in what…
Full 360-Degree Dell Earnings Preview (DELL, HPQ)
Dell Inc. (NASDAQ: DELL) is set to report earnings after the close and there is a problem outside of its fundamentals: its chart is in what we consider a technical no-man’s land. While it…
Private Equity IPO Class of 2011: No Love For Rich Old Men (RATE, FSL, HCA, BAC, KKR, KMI, GS, VHS, BX, MTGE, ACAS, AMTG, APO, VNO, DOW)
The 2011 Class of Private Equity-Backed IPOs is really off to a rough start. The market conditions of late have all culminated to create a cautious IPO environment and even a cautious private equity…
Fitch Fights S&P: USA Reaffirmed ‘AAA’ With Stable Outlook
The first re-review by the ratings agencies is now out on The United States sovereign credit rating after Standard & Poor’s downgraded the “AAA” sovereign rating. Fitch has just reaffirmed the “AAA” rating and…
Oil Spill Lessons: Boom for Environmental and Clean-Up Outfits (NLC, CLH, NR, XOM, COP, CEO, RDS-A, TRP, ECL)
Companies that provide the tools and services to clean up oil spills made the news following last year’s disaster in the Gulf of Mexico. Speciality chemical companies that make the fluids used to disperse…
Home Depot Upstages Lowe’s When It Comes to Earnings (HD, LOW)
The Home Depot, Inc. (NYSE: HD), like its competitor Lowe’s Companies Inc. (NYSE: LOW), managed to beat EPS estimates by a bit, but, unlike its competitor, Home Depot also beat on revenues and raised…
Top Analyst Upgrades & Downgrades (ARO, AGU, AGN, AIG, CI, DTV, DISH, DWA, GLGL, MMI, RIMM, RVBD, MOBI, S, RIG, VMW, DIS)
Jon OggThese are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Tuesday morning. Aeropostale, Inc. (NYSE: ARO) Raised to Hold at Jefferies. Agrium Inc. (NYSE: AGU)…
Top Ten Active Trader Alerts (BIDU, CDII, DG, HSFT, NLST, PPDI, RIMM, SODA, URBN, VRSK)
We have many stocks on the move this morning, some on earnings and some on other news. The ten key movers and shakers we are tracking are in shares of the following: Baidu, Inc.…
John Paulson’s Big Stock Changes (BAC, C, AEM, AU, COF, GFI, GRFS, JPM, LIFE, NYX, RAH, THC, WFC, GLD, NWSA)
Billionaire and hedge fund manager John Paulson of Paulson & Co. and of Paulson Management is a widely followed equity hedge fund manager for whale watchers. He has made billions of dollars, but 2011…
Berkshire Hathaway & Buffett’s Stock Holdings ‘M to Z’ (BRK-B, BRK-A, MA, MTB, MCO, PG, SNY, TMK, USB, USG, UPS, VRSK, WMT, WPO, WFC)
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of June 30, 2011 and this is the second group of ‘M to Z’ in…
Buffett & Berkshire Hathaway Stock Holdings, A to L (BRK-B, BRK-A, AXP, BK, KO, CDCO, COP, COST, DG, XOM, GCI, GE, GSK, JNJ, KFT, LZ)
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of June 30, 2011. These public stock holdings have been broken down into two groups…
Lessons of Triple-A Past: Berkshire Hathaway by Fitch (BRK-A)
It was once upon a time that the ratings agencies used to have Warren Buffett’s own company of Berkshire Hathaway Inc. (NYSE: BRK-A) as a “AAA” rating. It was one of the few, but…
Solar Bankruptcy… Bye Bye Evergreen Solar (ESLR)
Sometimes having the first-mover advantage doesn’t pay off. If Evergreen Solar, Inc. (NASDAQ: ESLR) was not the first pure-play solar stock in America, it was among the first. Now it is filing for Chapter…
Risk On, Gold and Silver Off — A Little (GLD, IAU, SLV, SIVR, NEM, GG, ABX, GDX, GDXJ, SLV, DBS)
Following an end-of-week rally last week, the DJIA has picked up where it left off and is up about 100 points just before noon today. The NASDAQ and S&P 500 are also up. And…
Endless Coffee Boom in Question: Caribou Insider Selling (CBOU, GMCR, SBUX, PEET)
ThinkstockCaribou Coffee Company, Inc. (NASDAQ: CBOU) is just one of the companies in the coffee system that has enjoyed great returns of late. This retailer has chased the performance of Green Mountain Coffee Roasters…
Lowe’s & Home Depot Diverge As Homebuilder Proxy (LOW, HD, XHB, ITB, DHI, PHM, PMI)
Lowe’s Companies Inc. (NYSE: LOW) reported earnings on Monday morning ahead of the Tuesday report from The Home Depot, Inc. (NYSE: HD). When you look at the Lowe’s numbers and when you combine the…
Transocean’s Norwegian Buyout Highlights Value in Drillers (RIG, BP, NOV, PDS, SDRL, DVR, HERO, VTG, PKD, PDC)
Transocean Ltd. (NYSE: RIG) must think that its dispute with BP plc (NYSE: BP) over responsibility for the explosion of its Deepwater Horizon platform in April 2010 is either going to take years to…
Can Wal-Mart Really Take On Amazon? (WMT, AMZN, TGT, COST, BBY)
Wal-Mart Stores Inc. (NYSE: WMT) has continued to be the most dominating brick and mortar force in retail, even if it is far from the most attractive and even if it has never been…
The Google-Moto Losers: InterDigital & Kodak (GOOG, MMI, IDCC, EK)
The news is full of reports that Google Inc. (NASDAQ: GOOG) is acquiring Motorola Mobility Holdings, Inc. (NYSE: MMI). Most stories discuss the hardware aspect, but perhaps the more important aspect is the patent…