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- Boeing Makes Excuses for Poor Earnings
- George Gutowski submits: Boeing BA reported earnings Call Transcript and of course blamed the machinist strike for a drop in revenues and of course profitability. This was expected. Boeing needs to wrestle down the high labour costs in the Portland, Seattle and Wichita Plants. The short term pain should...
- External links 2008-10-23
- Castle Brands Sends Mixed Messages
- George Gutowski submits: Castle Brands (AMEX:ROX), which bills itself as an emerging developer and international marketer of premium branded spirits, recently reported Q4 and year end financial results ending March 31, 2009. There were a few mixed messages as well as red ink. The press release says “the...
- External links 2009-06-30
- Teck's Strategic Play
- George Gutowski submits: Teck Resources TCK which has been in financial trouble too much debt made a strategic play by selling Class B shares for the equivalent US$1.5 Billion. The Vancouver based NYSE listed company is now welcoming China Investment Corporation (CIC, which will sit at the table with...
- External links 2009-07-06
- Rio Tinto's Chinese Mistake
- George Gutowski submits: Rio Tinto RTP claims that it is surprised by allegations from Chinese authorities that key executives were involved in stealing state secrets. The business media paint China as a big bad government arresting innocent people. The reality is that a lot of hard ball meetings have...
- External links 2009-07-12
- Home Depot: Not Much of a Strategy
- George Gutowski submits: Home Depot HD announced the same difficult numbers as Lowe’s LOW did. Same store sales and overall revenues are negative. The market found comfort by concluding that the numbers were not as bad as expected. This style of delusional thinking was used on the Titanic when...
- External links 2009-08-19
- FedEx Investors Now Shooting in the Dark
- George Gutowski submits: Fedex FDX excited the market with a change in guidance upwards. At the same time spot oil prices seem to be down at least for long enough for the headlines to intersect Earnings will be released on Sep 17, 2009 but they feel justified in letting...
- External links 2009-09-13
- Why Did Du Pont's Charles Holliday Join BofA's Board?
- George Gutowski submits: Bank of America BAC announced the appointment of Charles Holliday, Chairman of Du Pont DD, to Bank of America’s board. Sounds like Bank of America got a good man at a difficult time. What’s in it for Charles Holliday? Bank of America is in danger of...
- External links 2009-09-22
- Constellation Brands: Recipe for Disaster?
- George Gutowski submits: Constellation Brands STZ, which bills itself as the world’s largest wine company, headlines some positive results such as debt reduction of $155 million for the quarter and cost reduction benefits. But revenues are down. It appears that consumers are not drinking away the recession. In fact,...
- External links 2009-10-04
- Bank of America: Emergency at the Helm?
- George Gutowski submits: Bank of America BAC is considering an emergency CEO given that Ken Lewis may suddenly get real busy with legal issues. Emergency CEOs do not work. Look at the AIG experience. Congress just whips them for stuff they did not do. What you really want is...
- External links 2009-10-06
- Mosaic Offers Up Positive Executive Comments, No Guidance
- George Gutowski submits: Mosaic MOS reported its Q1 numbers and really stuck its neck out with this comment hidden in its press release.“Mosaic is not providing financial guidance on potash sales volumes or MOP selling price until market conditions normalize.” by George Gutowski
- External links 2009-10-07
- Charles Schwab's Cloudy Message Will Disappoint Investors
- George Gutowski submits: Charles Schwab SCHW came out with a three tier press release designed to pump up the market. Chairman Chuck leads off by saying that investors can depend on Schwab. CEO Walt Bettinger drills down and says that investors have not given up on the market and...
- External links 2009-10-16
- EW Scripps: Path Forward Is Still Unclear
- George Gutowski submits: EW Scripps SSP reported results and continued the woes of newsprint. They have sold off their cable and used a big fat tax refund to reduce debt significantly. So the over-leveraged argument is no longer a factor. "We're determined to position Scripps for continued success in...
- External links 2009-11-05
- Wendy's Arby's Cryptic New Supply Chain Arrangement
- George Gutowski submits: Wendy’s Arby’s Group WEN on Thursday reported Q3 numbers which show a reported 9.1% increase in EBITDA. The company has been diligent about reducing costs, and Thursday also announced a Supply Chain Co-Op which will start in Q4. There was very little information provided other than...
- External links 2009-11-05
- Serious Questions About Canadian Solar
- George Gutowski submits: Canadian Solar CSIQ recently reported improving results and would have you believe that the trend is up and away. After all, we are solving the world’s energy crisis. What the company did not point out is that, despite the corporate name, they hardly have any operations...
- External links 2009-11-18
- The Recession Reaches Home Depot and Lowe's
- George Gutowski submits: Home Depot HD and Lowe's LOW both announced much weaker revenues this quarter, with Home Depot down 8% and Lowe's down 29.5%. Both are cutting costs and probably doing everything imaginable to salvage the situation, but economic headwinds continue at gale force levels. They will soon...
- External links 2009-11-18
- KB Homes: Frozen on the Bridge?
- George Gutowski submits: KB Home (NYSE: KBH), one of America’s largest homebuilders, reported Q2 financial results see earnings call transcript. Predictably the results include massive amounts of red ink. But when you try to look into the future as stock market investors are prone to do you find confusion....
- External links 2009-06-26
- Goodyear Ignores Raw Materials Pricing
- George Gutowski submits: The Goodyear Tire and Rubber Company GT yesterday reported Q1 2009 financial results (Q1 conference call transcript). Demand for tires is down as new car sales dropped dramatically. Also, I suspect replacement tires are not selling as well as cash-strapped consumers stretch their budgets. So if...
- External links 2009-04-30
- Is Williams-Sonoma's Dividend Strategy the Right One?
- George Gutowski submits: Williams Sonoma WSM announced Q4 results and year end. The numbers are difficult to terrible, and the company announced a few initiatives to improve. With a lot of jargon and buzzwords they talk about inventory control and improving the catalog operation. They plan on cutting expenses...
- External links 2009-03-25
- Sara Lee: Playing With Commodities Reporting
- George Gutowski submits: Sara Lee SLE reported strong Q1 results. Call Transcript Sales are up approximately 9.6% and operating income up approximately 20.5%. This, of course, is excellent news and shows operating leverage. As sales go up more money flows to the bottom line. Here are a few storm...
- External links 2008-11-06
- Blackstone Group: Read the Fine Print
- George Gutowski submits: The Blackstone Group BX group reported its Q3 financial results. The entity is clearly a financial engineer’s delight. If you are looking to invest in something that is straight forward, keep looking as this is not it. The company is riding a bucking bronco and keeps...
- External links 2008-11-09
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