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- Bailout Watch: Are We There Yet?
- Jeff Miller submits: There is a chorus of opinion concerning government actions to deal with the economy. It is a chorus, because nearly everyone agrees, and they are all wrong. It brings to mind the question that every parent has heard at the start of a trip: "Are we...
- External links 2008-10-22
- Finally, Three Reasons to Buy
- Jeff Miller submits: Individual investors will be getting their statements from October. The news is not good. Most people react in the wrong way, looking backward rather than forward. This is the main reason that the individual investor, attempting to time the market, gets about half of the...
- External links 2008-11-02
- Mastering Trading Skills: A Bridge Player's Perspective
- Jeff Miller submits: We have had a number of comments and emails asking us to explain how we pick stocks. So far we have not dealt with this topic, feeling that stock-picking was for clients. There is always a time for an exception. Educating by Thinking Out Loud by...
- External links 2008-11-11
- Did President Bush's Speech Spark the Rally?
- Jeff Miller submits: We admire and enjoy Larry Kudlow's show on CNBC. It is not because of the host's opinions, with which we often disagree. Larry is incorrigibly bullish about the economy and the market, and it does not hurt to get that perspective. What we really like is...
- External links 2008-11-13
- Questions of Interpretation
- Jeff Miller submits: Continuing with a recent theme, here are two questions of interpretation. Interpreting Market Action by Jeff Miller
- External links 2008-11-17
Additional Resources
- Miller Industries, Inc. Q1 2008 Earnings Call Transcript
- Earnings Call ExcerptMiller Industries, Inc. MLR Q1 2008 Earnings Call May 13, 2008 10:00 am ET Executives Jeffrey I. Badgley- Co-chief Executive Officer and President Vince Mitchell- EVP, CFO and Treasurer Eric Boyriven- Investor Relations Presentation Operator Good morning, my name is Bobbie Joe and I will...
- Earnings calls 2008-05-13
- Miller Industries Inc. Q4 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions And your first question comes from the line of Rick D'Auteuil with Columbia Management. Rick D'Auteuil - Columbia Management Yeah. It's Rick D'Auteuil. A couple of questions. The raw material impact on gross margins can you quantify that? Vince Mish This is Vince. In percentages,...
- Earnings calls 2008-03-14
- Herman Miller Inc. F1Q10 (Qtr End 08/29/09) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Todd Schwartzman – Sidoti & Company Todd Schwartzman – Sidoti & Company What is your current full year CapEx expectation? Greg Bylsma We would expect that to be somewhere between probably $28 million and the low 30’s. Todd Schwartzman –...
- Earnings calls 2009-09-17
- Chipotle Mexican Grill, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you sir. Today’s question-and-answer will be conducted electronically. [Operator Instructions]. And we will go first to Paul Westra of Cowen And Company. Paul Westra - Cowen And Company Hi, thanks. Good afternoon Jack Hartung - Chief Finance and Development Officer...
- Earnings calls 2007-10-30
- Carmike Cinemas Q2 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions We’ll take our first question from David Miller, Caris & Company. David Miller - Caris & Company Good afternoon. Just a couple of housekeeping items; Richard, I still have your NOL balance as being $114.5 million. Is that correct? Was there any change...
- Earnings calls 2008-08-11
- Morton's Restaurant Group Inc Q4 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions. The first question comes from the line of Nicole Miller with Piper Jaffray. Please proceed. Nicole Miller - Piper Jaffray Good afternoon. Ron DiNella Good afternoon. Hi Nicole. Tom Baldwin Hi Nicole Nicole Miller - Piper Jaffrey I'm traveling so I hope you can hear...
- Earnings calls 2008-03-17
- Ruth's Chris Steak House Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. Operator Instructions And we'll take our first question from Jeff Omohundro with Wachovia. Jeff Omohundro - Wachovia Good morning and congratulations on this announcement. Craig Miller Thank you, Jeff. Jeff Omohundro - Wachovia I guess first, could you outline a little bit about the infrastructure...
- Earnings calls 2007-11-07
- Donegal Group Inc. Q4 2007 Earnings Call Transcript
- Earnings Call ExcerptDonegal Group Inc. DGICA Q4 2007 Earnings Call February 20, 2008 11:00 am ET Executives Donald H. Nikolaus – CEO, President, Director Jeffrey D. Miller – CFO Senior Vice President Philip H. Glatfelter II – Chairman of the Board, Director Analysts Joseph Demarino -...
- Earnings calls 2008-02-20
- Donegal Group Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Yes, sir. Operator Instructions. Your first question comes from the line of Mike Grasher with Jaffray. Please proceed. Mike Grasher - Piper Jaffray Hi. It's Mike Grasher with Piper Jaffray. Jeff, a couple of questions. You made a comment about the tax rate perhaps going lower. How...
- Earnings calls 2007-10-19
- PlanetOut, Inc. Q1 2006 Earnings Conference Call Transcript (LGBT)
- Earnings Call Excerpt PlanetOut, Inc., LGBT Q1 2006 Earnings Conference Call May 3, 2006, 5:30 p.m. EST Executives: Lowell R. Selvin, Chairman and CEO Jeffrey T. Soukup, Executive Vice President and COO Dan Miller, Senior Vice President and CFO Analysts: ...
- Earnings calls 2006-05-03
- BMP Sunstone Corp. Q3 2008 Earnings Call Transcript
- Question-and-Answer Session Fred Powell The operator is trying to correct the problem, so if you could hold for just a second. I'm not sure whether we've got David on the line. David? Martyn Greenacre This is Martyn Greenacre, I can hear you. Fred's tying to...
- Earnings calls 2008-11-11
- KapStone Paper & Packaging Corp. Q3 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions. Our first question comes from the line of Jeff Miller of JMG Capital. Please proceed. Jeff Miller - JMG Capital Thank you. I know you mentioned that there is about $20 million of cash used during the quarter for transaction costs, but just looking over...
- Earnings calls 2008-11-11
- Walgreen Company F2Q08 (Qtr End 02/29/08) Earnings Call Transcript
- Question-and-Answer Session Operator Operator instructions. Our first question today will come from Mark Wiltamuth with Morgan Stanley. Mark Wiltamuth – Morgan Stanley Thank you. First on the SG&A improvements, could you let us know how much of that was from legal and insurance and then maybe...
- Earnings calls 2008-03-24
- Full Transcript of Rite Aid’s F3Q06 (Qtr Ending Nov 26, 2005) Conference Call — Prepared Remarks (RAD)
- Earnings Call ExcerptHere’s the entire text of the prepared remarks from Rite Aid’s (ticker: RAD) fiscal Q3 2006 conference call. The Q&A is here. We recognize that this transcript may contain inaccuracies - if you find any, please post a comment below and we’ll incorporate your corrections. And please...
- Earnings calls 2005-12-19
- Six Flags, Inc. Q3 2008 (Qtr End 09/30/08) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of David Miller – Caris & Company David Miller – Caris & Company What was the Dick Clark number in the quarter? You have said in past announcements that you intend to do anything and everything...
- Earnings calls 2008-11-10
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