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Tuesday, May 12, 2009
Comic of the day
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S&P500 Valuation snapshot
Target versus Ackman......VERY interesting activis...
Dell earnings and conference call
Einhorn on the "Curse of the AAA"
Perusing the filings 05/28/09 (RUS, WDC, REV)
Analyst actions 05/28/09
Morning Reads 5/28/09
Late Day Reading 05/27/09
Pequot to wind down operations...
Lululemon (LULU) and the trouble with price target...
Monsanto (MON) down 4% on weaker Roundup sales.
USA vs. other AAA-rated entities
Early Reads for 5/27/09
Analyst actions 05/26/09
UAW's sweet sweet terms...
Notable financing (Facebook)
....And yet more on Opentable's IPO
Today's Reads 5/26/09
Saturday reading 5/23/09
Analyst actions 05/22/09
Playboy for sale??
More on Opentable
Notable financing (CROX)
Update on the Gap
Quick hit. Gross on the USA losing its AAA rating...
Morning Reads 5/22/09
Humming along at the Gap
Analyst actions 05/21/09
Opentable's IPO prices above range. $540million ma...
S&P warning on UK Debt rating
Morning Reads 5/21/09
Late Day Reads 05/20/09
The Fed's outlook - now versus a year ago
Tip of the Iceberg (Chrysler fiasco scares off fut...
Perusing the filings 05/20/09
Earnings and other news 05/20/09
Morning Reads 5/20/09
Lear should follow Alcoa's example, to the extent ...
Morning Reads 5/19/09
You want the other side of this trade?
Morning Reads 5/18/09
A few thoughts from Doug Kass
Citi, Caterpillar capital actions
Obama says US debtload "unsustainable"????
Today's analyst actions
Important late-day links....
Demise of the ratings agencies? (Wishful thinking ...
Awkward Family Photos
Top Third of the S&P500 - quick look
Arbitrary price targets and up/downgrades.
Why the S&P500 may not sink to a "trough" PE multi...
Dumb money for American Tower?
Western Digital. After a big run, not quite as ch...
Comic of the day
Revisiting the DIA
Biden: Unions are way to rebuild middle class
Led Zep cover
Price Targets and Valuations
Microsoft - VERY attractive funding.