Paulson & Co. Inc. is another hedge fund group that investors use for Whale Watching, although this last quarter was not exactly kind to Mr. Paulson’s billions… The current 13F report shows…
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of September 30, 2011. These public stock holdings have been broken down into two…
Short sellers moved out of stocks that have fallen recently. Perhaps they believe there will be a large rally in the market. There is little else to make the shares of companies…
The pace of stock buyback announcements in the month of August was almost unbelievable. The pace was stronger at the start of the month when earnings were still coming in droves, but…
Online sales success has become critical to major retailers. All evidence shows that e-commerce continues to grow at double-digit annual rates while in-store sales in the U.S. have barely grown at all…
Walgreen Co. (NYSE: WAG) is just a drugstore… Right? Maybe not any longer in entirety. As of last year, the company operated 7,650 drugstores and it owned 37 strip shopping malls. It…
August 1 might not sound like the start of a quarter to most, but this is that date of a key report from a unique brokerage and advisory firm. Today marks the…
We have another very busy earnings week ahead for the second quarter reporting season. Some are DJIA components and some are sector-movers or market-movers. We are tracking earnings and giving previews for…
MedcoHealth Solutions Inc. (NYSE: MHS) is a company we have somewhat expected might succumb to consolidation in the arena surrounding healthcare. Express Scripts Inc. (NASDAQ: ESRX) is offering some $29 billion to…
Photo by Spencer Platt/Getty ImagesOne theory of economics says that any market can return to a point where it has been in the past. The Great Recession was, by some measures as…
Rite Aid Corporation (NYSE: RAD) is actually trading up on a day that the broader market is down considerably. That always makes being critical sound a bit misplaced, but we are not…
Nokia was badly hurt by poor earnings and rumors of a takeovers. CVS suffered from a report by Fox Business the organized crime has hurt retail margins. EMC division RSA suffers major…
It is a tale you have heard before… driving down prices or capping hikes by bidding contract renewals out in what feels like a Dutch auction. Today’s daily hat trick comes in a…
Jon C. Ogg Jon OggWe have already seen (some) of the position changes of Warren Buffett, but the old guy wouldn’t share many ‘confidential positions’ so we are whale watching in other ponds. We wanted to…
The drop in commodities may help rally the dollar (Reuters) The moderating growth of jobs claims is seen as a threat to the recovery (Reuters) A sharp drop in commodities prices hurt…
