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- Value Still Exists in the Dow
- Brendan Wagner submits: Making a series of new lows, the Dow Jones Industrial Average seems to have no support from a technical point of view, but if you pick through the 30 members I think the upside here far outweighs the downside. by Brendan Wagner
- External links 2009-02-24
- Auto Suppliers: Up on Fundamentals, Bailout Hopes, or Both?
- Brendan Wagner submits: Auto supplier stocks have been on a TEAR recently - up about 325% since the March 6th low, versus a 39% gain for the S&P500. Leading the way up has been Tenneco Inc. TEN, up over 1,000% since trading under $1. Also up huge is Lear Corp...
- External links 2009-06-12
Additional Resources
- Clorox Looks Cheap at Current Levels
- Brendan Wagner submits: Clorox CLX was mentioned positively in Barron's back on May 4th. The magazine suggested that gains were in store thanks to the pricing power of Clorox's brands. In addition, cost cutting and easing commodity prices would boost margins in the years to come. Yesterday, Clorox announced a...
- External links 2009-06-15
- Cavalier Homes: Will Activist Shareholders Win Out?
- Brendan Wagner submits:Monday morning Cavalier Homes CAV announced it has agreed to be purchased for $2.75 per share, a 23% premium to Friday's closing price and up near the the 52 week high. What's interesting to me in this "activist" situation is that the shareholders arguing for change are also...
- External links 2009-06-16
- Developments and Financing at Advanced Battery Technologies
- Brendan Wagner submits: Advanced Battery ABAT sells polymer lithium-ion (PLI) batteries in China. Growth has been respectable and they're solidly profitable. In May, Advanced Battery announced very interesting details of a Chinese company it was acquiring called Wuxi Angell Autocycle Co - from here on out to...
- External links 2009-06-24
- Monsanto's Q3 Reveals Rich PE, But Expect Little Downside for the Stock
- Brendan Wagner submits: Agricultural chemical concern Monsanto MON announced earnings for May's 3rd quarter of 1.25, versus Street expectations of 1.17. Revenues came in at $3.16 billion, well under the expected $3.45 billion. The market won't be too excited about this "beat," as it comes after the company already reduced...
- External links 2009-06-24
- Why Would California Rebuff Plains Exploration & Production's Energy Proposal?
- Brendan Wagner submits: Nearly bankrupt California turned down an energy proposal from Plains Exploration & Production PXP, that would have increased revenue to the state and advanced the state's (and nation's) "energy independence." PXP wanted to use an existing oil platform, but was still rebuffed. I suppose it's...
- External links 2009-07-28
- Will Dollar General's IPO Succeed?
- Brendan Wagner submits:Taken private in the summer of 2007, Dollar General may make a return to the public markets soon. It's a standout winner among KKR's portfolio right now, so it's critical that this IPO is executed flawlessly.This morning the WSJ reported that Kohlberg Kravis Roberts & Co. is...
- External links 2009-07-29
- Steven Madden: Big Quarter, Raises Guidance
- Brendan Wagner submits: Steven Madden SHOO reported earnings of 66 cents per share Thursday morning, versus the 49 cents expected by Wall Street. Shares closed well off their highs, but still up 11%.Accounting for 81% of revenue, wholesale sales were up 11%. Retail sales declined slightly, due to the...
- External links 2009-07-31
- The Anti-Mechanic Act of 2009 Hurts Autozone and O'Reilly Automotive
- Brendan Wagner submits: That's what Cash for Clunkers might as well be called. Here's the five day performance of Autozone AZO and O'Reilly Automotive ORLY versus the general market - they're trailing by over 5% as the government has decided to literally destroy their business. by Cru Jones
- External links 2009-08-04
- Cisco: Great Value for Long Term Investors
- Brendan Wagner submits: Cisco CSCO reported last night. Typical for the company, they beat earnings by a couple pennies, then made the world wait for the guidance portion of the conference call, in which John Chambers said the bottom is hopefully behind us, but offered tempered (yet in line with...
- External links 2009-08-06
- MTS Medication Technologies Goes Private
- Brendan Wagner submits: I like to see management that is invested alongside the rest of us, through stock ownership. That said, we need to be able to trust said management. While executives owning 2-7% of the company stock gives me warm fuzzies, I get nervous when they own 20-30% of...
- External links 2009-08-10
- Rock of Ages: A Solid Stock
- Brendan Wagner submits: While it's also a fantastic ditty by Def Leppard, Rock of Ages ROAC is a very old company specializing in "memorial" products - think headstones, mausoleum products, etc. Rock of Ages reported a dramatic increase in earnings this morning, with earnings per share of 19 cents versus...
- External links 2009-08-11
- Sloppiness at Rosetta Stone
- Brendan Wagner submits: Ugly news from Rosetta Stone RST. The language-study software company reduced earnings guidance for the current quarter and full year. Interestingly, it is not because of a dropoff in sales. The company explains that it is a mix of higher than expected costs to get its new...
- External links 2009-08-17
- Update on the Huron Situation
- Brendan Wagner submits: Huron Consulting HURN held their Q2 2009 conference call yesterday. This is the company that tanked 70% in a day after revealing some fishy "sharing" of money among acquisition employees. I pointed out back then (but admittedly didn't pull the trigger) that with the stock off so...
- External links 2009-08-19
- Notable Financing at Empire Resorts
- Brendan Wagner submits: Empire Resorts NYNY shares were up 34% yesterday as they received some SAVE YOUR BUTT financing, if you'll excuse my language. In a release from about an hour ago, they detailed: by Cru Jones
- External links 2009-08-19
- The Gap Sees Continued Improvement
- Brendan Wagner submits: The conference call is ongoing but I thought I'd share the Gap's GPS results. They beat earnings expectations by 1cent, earning 33cents per share in the second quarter versus 32cents a year earlier, and the 32cent street expectation. by Cru Jones
- External links 2009-08-21
- Charlotte Russe to Be Acquired; KarpReilly Misses Upside
- Brendan Wagner submits: Charlotte Russe CHIC, a mall-based young women's retailer, agreed to be taken private by private equity firm Advent International Corporation. Management initiated a process to sell the company after being pressured by activist investors, and appears to have been in the right in arguing that previous offers...
- External links 2009-08-24
- JoS. A. Bank to Triple Its FY2010 Store Openings
- Brendan Wagner submits: In a turnaround, JoS. A. Bank Clothiers JOSB has increased its Fiscal 2010 expansion plans to 30-40 stores from the previous 10-15 planned openings. They previously cited a lack of real estate opportunities as a reason for slowing store openings, from the 2008 10k: by...
- External links 2009-08-26
- Bankrate Acquisition: Shareholders Don't Want to Sell? Then We'll Dilute Their Holdings!
- Brendan Wagner submits: I know I keep coming back to this situation, but part of the theme of my writing is the notion that common stockholders be respected and protected. Tuesday we had more ridiculousness from the Bankrate RATE "going private" transaction: by Cru Jones
- External links 2009-08-27
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