All Work

Jon C. Ogg

Nordstrom: Value & Reality Catch the Stock (JWN, KSS)

Nordstrom, Inc. (NYSE: JWN) may serve a different tier of the retail market than Kohl’s Corp. (NYSE: KSS), but it is sharing the same trend: selling off after earnings as valuations caught up to…

Jon C. Ogg · 16 years ago

Analysts Rethinking Cisco Upside (CSCO)

Cisco Systems, Inc. (NASDAQ: CSCO) is hard to argue about it being a bad quarter.  It was stellar with earnings above estimates at $0.42 EPS and $10.4 billion in revenue vs. Thomson Reuters estimates…

Jon C. Ogg · 16 years ago

Jobs Still Very Sluggish

Weekly jobless claims came in with a lackluster drop of 4,000 to 444,000, effectively in-line with Dow Jones estimates.  The week before was revised from 444,000 to 448,000.  The good news is that the…

Jon C. Ogg · 16 years ago

US Budget Deficits As Long As The Eye Can See…

The deficit watch is only getting broader… Uncle Sam, via bailouts and other entitlements to keep the economy afloat, spent more than it brought in with a total federal budget deficit of $82.69 billion…

Jon C. Ogg · 16 years ago

When Oil Forecasts Conflict: IEA vs. EIA

Reading around various projections of future oil demand is one way to get an opinion for which direction oil prices are heading.  The problem is that you better have some faith in those who…

Jon C. Ogg · 16 years ago

Bracing for Cisco Earnings (CSCO, HPQ, ORCL)

Cisco Systems Inc. (NASDAQ: CSCO) is on deck for earnings after the close of trading, and for technology and enterprise spending this will be one of the most important earnings reports capping this earnings…

Jon C. Ogg · 16 years ago

The Chesapeake Stock You Want But Can’t Invest In (CHK)

Chesapeake Energy Corporation (NYSE: CHK) is out with a private placement of convertible preferred shares this morning in a $600 million capital raise.  Chances are extremely high that even if you wanted to invest…

Jon C. Ogg · 16 years ago

A Hiccup in Flash Memory Prices? (SNDK)

SanDisk Corporation (NASDAQ: SNDK) has what feels like the good side of a perfect storm pushing it.  As the leader and pure-play in flash memory, it is a winner in the current climate where…

Jon C. Ogg · 16 years ago