Stocks Archive
Morningstar US Stock Manager Of The Decade Bruce Berkowitz Betting Big On Financials
December 10, 2010 · Category: Stocks, The Investment Advice Business
Fortune did a good profile of Fairholme Funds Bruce Berkowitz: "Bruce Berkowitz: The Megamind of Miami", December 10.
On his big bet on financials, including Citi and AIG:
Berkowitz's bet on banks now comes down to this: He's convinced ...
Posted by Greg Feirman · No Comments »
Blue Chips Issue Debt At Record Low Rates, Stockpile The Cash
As many households and small businesses are being turned away by bank loan officers, large corporations are borrowing vast sums of money for next to nothing — simply because they can.
Companies like Microsoft are raising billions ...
Posted by Greg Feirman · No Comments »
Adobe Down 20% On Weak Guidance
September 22, 2010 · Category: Market Commentary, Stocks
Adobe (ADBE) reported a good fiscal 3rd quarter ended September 3 after the close yesterday but their guidance was a little weak. They forecasted 48 cents - 54 cents in earnings per share and $950 ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Fed Downgrades The Economy; Cisco Corroborates
August 13, 2010 · Category: Federal Reserve, 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 »
When John Chambers Speaks, People Listen
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
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 »
Goldman Settles Sham Suit With SEC
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”
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”
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 »
