Fundamental Analysis Archive
Top Gun FP Client Note: The Fundamentals Versus The Technicals
July 15, 2010 · Category: Business and Investment Philosophy, Fundamental Analysis, Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 1 Comment »
Crossing Wall Street: The Absolute Worst Stock To Buy Right Now
Source: "The Absolute Worst Stock To Buy Right Now", Crossing Wall Street, April 20
Disclosure: Top Gun is short shares of Netflix (NFLX).
Posted by Greg Feirman · No Comments »
Netflix Shares Go Parabolic
Admittedly, Netflix (NFLX) is kicking butt. Its fundamentals are superb with 20%+ quarterly subscriber, revenue and earnings growth. But mightn't the stock have gotten a little ahead of itself after a 250% run over the ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Neither Here Nor There
January 13, 2010 · Category: Fundamental Analysis, Market Commentary, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Message of Earnings Is Stabilization, Not Recovery
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Amazon Is A Phenomenal Company, Shares At All Time Highs
We think it speaks volumes about Amazon's still-improving ability to attract customers, serve them better and sell them more, to gain share, and reinforces our view that Amazon can continue to gain share.
- Ed Weller, ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Lesson Of Cash For Clunkers
October 6, 2009 · Category: Currencies, Foreign Exchange, Fundamental Analysis, Government, Macro Economics, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 1 Comment »
Federal Express Valuation Makes No Sense To Me
Federal Express (FDX) reported earnings last Thursday. Revenues were off 20% from the year ago period and net income 53%, though EPS of 58 cents a share was well above previous guidance. FedEx talked some ...
Posted by Greg Feirman · No Comments »
The Gap Between Operating And GAAP Earnings
September 21, 2009 · Category: Accounting, Fundamental Analysis
Really good "Ahead of the Tape" WSJ column by Mark Gongloff from Friday: "Investors, It Pays to Mind the GAAP Gaps". He discusses the widening gap between operating earnings and GAAP earnings over the last ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Breakfast At Tiffany’s
September 1, 2009 · Category: Fundamental Analysis, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
