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- Are Things About to Turn Around for Housing?
- Eric Fox submits: I know it is fashionable to be bearish on housing, but are things about to pivot and turn? Put these two items together:1) The Housing Affordability Index reached 141.1 in the most recent release. This was the highest in at least six years. As one blogger noted,...
- External links 2008-12-04
- Markel's CIO Gayner Talks Out on His Decision-Making Process
- Eric Fox submits: Thomas S. Gayner, the Chief Investment Officer of Markel MKL, will be interviewed on the blog Manual of Ideas on Monday, April 6th. Gayner manages the investment portfolio at Markel and has a strong long term track record of outperformance, and follows a value investing approach. I...
- External links 2009-04-03
- TXCO Resources Takes a Hit
- Eric Fox submits: TXCO Resources TXCO looks like it may become the first casualty of the credit crunch in the exploration and production sector. The company just received an acceleration notice from its lender demanding full repayment of the $150 million owed under the agreement, an amount the company does...
- External links 2009-04-24
- Notes from White Mountains Insurance Analyst Day, Part I
- Eric Fox submits: Here are my notes from the White Mountains Insurance WTM Analyst Day held on May 20, 2009. These are for the introductory section, the financial highlights and a review of bad news in 2008. When I went back to the events section of the White Mountains Insurance...
- External links 2009-05-31
- Notes from White Mountains Insurance Analyst Day, Part II
- Eric Fox submits: <<<Go to Part I Here are my notes from the White Mountains Insurance WTM Analyst Day held on May 20, 2009. These are for the introductory section, the financial highlights and a review of bad news in 2008. When I went back to the events section of...
- External links 2009-06-02
- The True 'Vampire Squid'
- Eric Fox submits: Matt Taibbi’s article on Goldman Sachs GS has now achieved legendary status for the term he coined in this sentence:“The world's most powerful investment bank is a great vampire squid wrapped around the face of humanity, relentlessly jamming its blood funnel into anything that smells like money.”...
- External links 2009-07-28
- BJ Services' Take-Under
- Eric Fox submits: Am I the only BJ Services BJS shareholder out there who thinks that this is a lousy deal? Is there any hope for a competing bid? BJ Services traded close to $40 back in 2006, and was as high as $33 last summer. So we get .40...
- External links 2009-08-31
- Motorola Keeps Destroying Value
- Eric Fox submits: It was reported Wednesday that Motorola MOT is shopping around its division that makes set top boxes and other equipment for cable and phone companies. The rumored asking price is around $4.5 billion.That sounds great, but unfortunately for Motorola and its shareholders, the company paid $11 billion...
- External links 2009-11-12
Additional Resources
- I-Flow Corp. Names Eric Fox Vice President, Domestic Sales
- LAKE FOREST, Calif.--BUSINESS WIRE--June 9, 1998--I-Flow Corp. (Nasdaq:IFLO) Tuesday announced that Eric Fox has been named vice president, domestic sales.Fox joins I-Flow from his position as director of sales resources and inside sales at B. Braun McGaw Inc. (formerly McGaw Inc.). In this capacity he received McGaw's "Outstanding Leadership Award"...
- Research articles 1998-06-09
- Eric Bolling Joins FOX Business Network
- NEW YORK -- Independent trader Eric Bolling has joined FOX Business Network FBN as a contributor, announced Kevin Magee, Executive Vice President, FOX News. In making the announcement, Magee said, "We're looking forward to Eric serving in a number of roles on FBN. Eric brings over twenty years of...
- Research articles 2008-03-03
- Fox Cable.(Jamia Bigalow is the vice president of Fox Cable Networks Group)(Eric Schmidt is manager)(Brief Article)
- JAMIA BIGALOW has joined Fox Cable Networks Group as vice president, affiliate marketing. She was director, affiliate marketing at NFL Network. Also, Fox Cable added ERIC SCHMIDT as manager, advanced services. He is a recent MBA graduate of Columbia Business School,...
- Research articles 2005-09-05
- Doctorow to lead MGM effort.(Metro-Goldwyn-Mayer Pictures Inc.)(Twentieth Century Fox Home Entertainment Inc.)(Brief article)
- By Marcy Magiera In an attempt to grow sales of the venerable Metro-Goldwyn-Mayer catalog, 20th Century Fox Home Entertainment is building a dedicated unit led by industry veteran Eric Doctorow to manage its MGM business around the world. ...
- Research articles 2006-07-17
- FOX Business Gives Up
- FOX Business is in talks with Imus about simulcasting his radio show from 6am-9am ET. The show would replace current programming, namely: "Fox Business Morning," hosted by Connell McShane and Jenna Lee, and "Money for Breakfast," anchored by Alexis Glick and Eric Bolling. The 6am-9am slot is "primetime"...
- News items 2009-08-11
- How Elastic Is the World's Oil Supply?
- Eric Fox submits: The Interagency Task Force on Commodity Markets has released its Interim Report on Crude Oil. This publication addresses the role of "speculators" in the oil futures market. I am still wading through the report but I found an apparent contradiction between two points that the task force...
- External links 2008-07-31
- Regional Economic Outlook: Texas
- Eric Fox submits: The Dallas Fed just released its August 2008 regional economic outlook. It looks like even the booming Energy industry isn't enough to stop the spread of the economic slowdown.The Texas economy slows to its lowest growth rate since 2003. by Eric Fox
- External links 2008-08-15
- White Mountains Re Shows Investors What They Want to See
- Eric Fox submits: White Mountains Insurance WTM held its annual analyst meeting on June 17, and I finally got around to listening to the webcast. The URL is here if you want to listen yourself.I have written three other posts on the meeting. They are: by Eric Fox
- External links 2008-08-23
- 4 Tidbits from Third Avenue Value Fund's Q3 Letter
- Eric Fox submits: I just read through the third quarter shareholder letter from Marty Whitman at the Third Avenue Value Fund TAREX. Some tidbits from the letter:1) The fund was hit with $500 million in redemptions in the quarter, and had to sell "non-core" positions. Cash in the fund is...
- External links 2008-08-23
- White Mountains Insurance Analyst Day - Review of Controversial Asset Esurance
- Eric Fox submits: White Mountains Insurance WTM held its annual analyst meeting on June 17, and I finally got around to listening to the webcast. The URL is here if you want to listen yourself.I have written four other posts on the meeting. They are: by Eric Fox
- External links 2008-08-25
- White Mountains Insurance Analyst Day - Investment Portfolio
- Eric Fox submits: White Mountains Insurance WTM held its annual analyst meeting on June 17, and I finally got around to listening to the webcast. The URL is here if you want to listen yourself.I have written five other posts on the meeting. They are: by Eric Fox
- External links 2008-08-26
- Silver State Bank Postmortem
- Eric Fox submits: Here are some final stats on the bank SSBX seized Friday by the Federal Deposit Insurance Corporation [FDIC], as of 6/30/08. Equity capital to assets - 6.87%Core capital leverage ratio - 6.56%Tier 1 risk-based capital ratio - 7.57%Total risk-based capital ratio - 8.86% by Eric Fox
- External links 2008-09-06
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