Stocks Archive

Top Gun FP Client Note: The Fed Downgrades The Economy; Cisco Corroborates

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 »

When John Chambers Speaks, People Listen

August 12, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
The primary driver of today's selloff is concerns about Cisco's (CSCO) forecast.  Cisco reported a good quarter after the close yesterday, even though revenues of $10.84 billion fell $40 million short of analyst estimates.  But ...
Posted by Greg Feirman  ·  No Comments »

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 »

Goldman Settles Sham Suit With SEC

July 15, 2010  ·  Category: Market Commentary, Politics, SEC, Stocks
The SEC announced a few minutes ago that they settled their suit against Goldman Sachs (GS) for $550 million.  Goldman did not admit or deny the SEC's allegations though it acknowledged that its marketing materials for the ...
Posted by Greg Feirman  ·  1 Comment »

Steve Eisman’s Epic Takedown Of The For-Profit Education Industry

June 7, 2010  ·  Category: Stocks
A couple weeks ago, Steve Eisman of FrontPoint Partners (made famous by Michael Lewis's The Big Short) made an epic takedown of the for-profit education industry at the Ira Sohn Investment Conference in New York.  ...
Posted by Greg Feirman  ·  No Comments »

HP’s Hurd: “Exceptional Quarter”

May 19, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
Outstanding quarter from Hewlett Packard (HPQ): Revenues up 13% from the year ago period which is a big increase for a company of this size.  All goods categories (servers, computers, printers, supplies) were strong.  Net income ...
Posted by Greg Feirman  ·  No Comments »

Cisco’s Chambers: “It Doesn’t Get Any Better Than This”

May 13, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
It doesn't get any better than this. - John Chambers, CEO, Cisco Systems Blowout quarter from Cisco: Revenues up 27% year over year to peak levels seen in the May-July and August-October 2008 quarters.  Non-GAAP Net Income ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Pilgrimage To Omaha

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 »

Barry Ritholtz Strongly Defends SEC’s Suit Against Goldman

April 28, 2010  ·  Category: Blogs, Business Culture and Current Events, Politics, SEC, Stocks
Barry Ritholtz of The Big Picture has been out in force lately defending the SEC's case against Goldman.  It started last Friday with this post: "10 Things You Don't Know (Or Were Misinformed) About The ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Blowout Earnings Overshadowed by SEC Suit Against Goldman

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 »