Fundamental Analysis Archive
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 »
Big Problems Lurking At Harley Davidson
July 16, 2009 · Category: Fundamental Analysis, Stocks
Harley Davidson (HOG) reported 2nd quarter earnings before the open this morning, and while the stock is rallying powerfully today big problems are lurking beneath the surface. Worldwide retail sales of Harleys decreased 30% compared ...
Posted by Greg Feirman · No Comments »
Top Line Still Weak At Intel
Intel's second quarter results reflect improving conditions in the PC market segment.
- Paul Otellini, CEO, Intel
Everybody is gonzo about Intel's (INTC) second quarter earnings report after today's close but I just don't see what's so great ...
Posted by Greg Feirman · No Comments »
