Stocks 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: Impressive 4th Quarter Earnings II - Retailers
March 8, 2010 · Category: 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 · No Comments »
Top Gun FP Client Note: Impressive 4th Quarter Earnings
February 25, 2010 · Category: Macro Economics, 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 »
The Story Of Duane Reade
Andrew Ross Sorkin has a wonderful piece on the story of Duane Read, the Manhattan based drug store chain with 257 stores in the New York Area that was acquired by Walgreen's (WGN) last Wednesday, ...
Posted by Greg Feirman · No Comments »
HP Numbers Tell Same Store Of Tech Recovery As Intel And Cisco
February 22, 2010 · Category: Macro Economics, Stocks
[Growth] was pretty broad and pretty linear. Most of our segments saw very good growth.
- Mark Hurd, CEO, Hewlett Packard
Last Wednesday afternoon, tech behemoth Hewlett Packard (HPQ) reported earnings for the quarter ended January 31, 2010 ...
Posted by Greg Feirman · No Comments »
Lowe’s Results Suggest Stabilization
Our fourth quarter results suggest the worst of the economic cycle is likely behind us. While the psychological impact of falling home prices and an uncertain employment picture continue to weigh on consumers, improving comparable ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Two Stocks For A Range Bound Market
February 19, 2010 · Category: Business and Investment Philosophy, Income Investing, Macro Economics, Market Commentary, Options, Portfolio Management, Stocks, Top Gun Financial Planning
In range bound markets, 90% of the return comes from dividends.
- Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16
In last week's ...
Posted by Greg Feirman · No Comments »
Kass: Short Retail Stocks
February 9, 2010 · Category: Macro Economics, Stocks
Q: What is one investment theme which you are very confident in for 2010?
A: I am most confident in the notion that the consumer will be an albatross around the neck of our domestic economy ...
Posted by Greg Feirman · No Comments »
Paradoxically, Big Tech Earnings Suggest Recovery
Our outstanding Q2 results exceeded our expectations and we believe they provide a clear indication that we are entering the second phase of the economic recovery. During the quarter we saw dramatic across the board ...
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 »
