Stocks I tried to hate
From: Bradford, Glen RichardSent: Sunday, November 02, 2008 2:35 PMTo: RebeccaSubject: RE: Stockpickr article Just got your message. They’ve been sorted into my junk mail until now. It’s hard to…
Retrospect 20/20 and I'm kicking myself
Looking at the numbers, I started with a net input of about $89K I rode that up about 20% — and then recieved knock out blows into and through “Black…
if i had time
china solar looks really hot right now. i don’t have the time to look through and analyze them all right now — unfortunately. i’m definately interested. barak obama won the…
No JPM or YHOO
Dario, Yahoo is priced to grow at 11.5% by my calculations. I know they have had deals with Microsoft and Google and neither have worked as far as I know.…
MTW – Great Earnings News
Todd, The 2nd Quarter is usually their strongest quarter, so I expected earnings to fall from 1.044 It fell to 0.80, analysts expected 0.81. Then of course they lowered their…
MTW, BUCY; still bulls? I think so. Definately BUCY
Todd, “The $2.7-billion acquisition will establish Manitowoc among the world’s top manufacturers of commercial foodservice equipment. Manitowoc said it is also is one of the world’s leading producers of cranes…
CEDC Currency Rates
Hey Nate, I’ve tabled this one, cause I have no idea about how the currency exchange rates will impact the company. Here’s the Q2 transcript: http://seekingalpha.com/article/89211-central-european-distribution-corporation-q2-2008-earnings-call-transcript A few highlights I…
1 Stock
Greg, That’s hard. I hate picking just one. For the sake of using macroeconomics, China’s my favorite country and they aren’t hurting fundamentally as bad as we are. My favorite…
Discounted Cash Flows
Dario, It has to do with rules of thumb applied to discounted cash flows of future earnings. The stock is CEDC. A few “calculators” http://www.moneychimp.com/articles/valuation/dcf.htm http://www.creativeacademics.com/finance/dcf.html#what Basically, when the PEG…
Should I sell?
Dario, PCP and MTW are the two of those that I trust the least. I’m waiting on earnings on MTW, but PCP is pretty much hoping that the Boeing strike…