Fundamental Analysis Archive

Top Gun FP Client Note: The Fundamentals Versus The Technicals

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

April 20, 2010  ·  Category: Blogs, Fundamental Analysis, Stocks
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

March 12, 2010  ·  Category: Fundamental Analysis, Stocks, Technical Analysis
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

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

December 24, 2009  ·  Category: Fundamental Analysis, 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 »

Amazon Is A Phenomenal Company, Shares At All Time Highs

October 23, 2009  ·  Category: Fundamental Analysis, Market Commentary, Stocks
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

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

September 21, 2009  ·  Category: Fundamental Analysis, Macro Economics, Market Commentary, Stocks
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

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 »