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Sunday, May 31, 2009
Sunday
GM
bondholders
to fare much better than originally thought, after standing up for the rule of law.
New-age
mad men
.
Valley after the
rally?
Kudlow on little green
cars
Tech sector
hand-wringing
.
LaMonica warns on
market-timing
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2010
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June
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Summer hiatus
Nice insider purchase at ION Geophysical (IO)
Netflix for iPhone.....
D Day....
Yet another Wal-Mart effort to cut prices (WMT)
A biased (but quite fair) opinion on Moody's from ...
Random thought for the day
Congress to the rescue!
Zipcars files for an IPO
Interesting interview with Bill Ackman (C)
►
May
(78)
Shares of Vivus up on anticipation of phase 3 data...
Intra-day action
Positive data from Census on housing
Intraday action
Headed for an ugly open....
Oregon Senator Ron Wyden leads the (clueless) char...
Oh dear. The Texas Rangers' sale plans will not p...
IBM acquires Sterling Commerce from AT&T, should a...
The pain remains, for West Coast home prices....
Entry point is critical, if you're gonna buy Citig...
Good news and bad news for First Data Corp.....
Dell is like defending a..... ...
Uggggly day for the market
Caterpillar's dealer stats might be a reason for t...
Heavy selling hits US shares
A LOVELY afternoon for income......(CLX,DPS)
Slight adjustments in the FOMC's 2010/2011 predict...
American Apparel off 30% on earnings warning, debt...
Brady shares down, as investors wonder why full ye...
Chatham Lodging Trust Signs contract for four hote...
Hewlett-Packard up 2% after beating earnings expec...
Fidelity National buyout talks fall apart, so they...
Wal-Mart up 2.3% after beating earnings estimates ...
Pactiv up 18% on LBO rumors (PTV)
GLG Partners accepts a "liquidity event" from Man ...
Weekend reading...at 9% of the DJIA, IBM's recent ...
New lows for the DJIA, as the Euro fails to hold 1...
TiVO SLAMMED on court ruling (TIVO, DISH)
The Euro(in dollars) threatens new lows, bringing ...
New(ish) research highlights ways to outperform in...
Acxiom down a percent despite beating revenue and ...
US stocks flat in early trading (SY, CSCO, GOOG)...
Cisco shares down 2%, after beating revenue and ea...
It's not a question anymore....
Quote of the day
Oil vs. Gold?
IBM's road-map to $20 per share in 2015 earnings.....
Disney shares up a bit, as the studio segment show...
Hey Uncle Sam - you've WON already!!!
As expected, our "lean-inventory" stocks have outp...
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January
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2009
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Sunday
Saturday
Pre-Weekend reading.....
S&P500 Valuation snapshot
Target versus Ackman......VERY interesting activis...
Morning Reading.....
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
Notable financing
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
Morning Reads
Important late-day links....
Demise of the ratings agencies? (Wishful thinking ...
Awkward Family Photos
Top Third of the S&P500 - quick look
Morning Reads
Arbitrary price targets and up/downgrades.
Why the S&P500 may not sink to a "trough" PE multi...
Dumb money for American Tower?
Morning Reads
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.
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March
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