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- Consider U.S. Steel for the Economic Recovery
- Bullish Bankers submits: Market fundamentals have deteriorated and Wall Street analysts’ “Sell” recommendations have piled up faster than redemptions at a long/short equity hedge fund. However, this newsletter is all about the rebound. The old saying, “You should be buying when everyone is selling,” has never been more true,...
- External links 2009-05-24
- Mosaic: Feeding on Higher Prices, But Outlook Is Scrawny
- Bullish Bankers submits: Mosaic MOS is one of the world’s largest providers of phosphates and potash fertilizers and feed ingredients for the global agriculture industry. The Mosaic Company announced this week net earnings of $959.8 million, or $2.15 per diluted share, for the second quarter ended November 30, 2008....
- External links 2009-01-09
- Praxair Has Potential for '09 Breakout Performance
- Bullish Bankers submits: In my opinion, 2009 is about defense as the global economic picture worsens and the domestic outlook follows. There is nothing like unemployment north of 7% to seriously second-guess the strength of a nation. The companies below have displayed an ability to outperform their peers in...
- External links 2009-03-02
- Two Stocks That Could Benefit from the Stimulus Package
- Bullish Bankers submits: There has been a lot of hype about the Obama stimulus package scheduled to complete its course through Congress in mid February. There is no doubt the economic plan will provide some sort of relief to a contracting domestic economy, but given the multiples of some...
- External links 2009-02-11
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