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1 Resources for

michael filloon

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Smurfit-Stone: Cheap on Valuation
Michael Filloon submits: The large swings in every aspect of the market have created a dislocation of many companies with respect to their markets. Just like the rollover of the deep sea oil drillers where Jimmy Tisch was able to purchase Diamond Offshore DO for the same amount it...
Tags: Management, Materials/Industrials, Michael Filloon, Seeking Alpha, Smurfit-Stone Container Corp., Strategy, Valuation
External links 2008-10-23

Additional Resources

Deere Runs with Worldwide Sales
Michael Filloon submits: With the economy going up and down, it has made many investors wary of making investments with respect to the long term. Even though the market has suffered, there are still a few good plays. Many areas ...
Tags: Energy, Materials/Industrials, Deere & Co.
External links 2008-08-15
Express Scripts Continues to Offer Investors Express Growth
Michael Filloon submits: With all the talk of the crash of commodities and resurgence of the US dollar, it is easy to forget key growth companies that have held up well in this volatile environment. As investors flood into many of the financials, it has been easy to...
Tags: Healthcare, Express Scripts Inc., Medco Health Solutions Inc.
External links 2008-08-18
Transocean: Drilling Deep for Profits
Michael Filloon submits: With the pullback in oil, many of the oil service companies have seen a dramatic decline. This is strange as many are not linked directly to the commodity itself and still have very nice looking futures ahead. The best looking of the bunch seems to...
Tags: Energy, Noble Corp.
External links 2008-08-20
Potash Corp. Earnings Shouldn't Peak Until at Least 2011
Michael Filloon submits: When looking at Potash Corp.'s POT value as a publicly traded company, I think that many are missing why they are much more valuable then their current valuation. Many believe that the fertilizer stocks have been driven up just like many of the commodity stocks....
Tags: Materials/Industrials, Mosaic Co.
External links 2008-08-25
A Nuclear Growth Opportunity with Denison Mines
Michael Filloon submits: In a very short period of time, we have seen the spot price of uranium drop by over 50% after massive speculation had pushed the price up. There was a time when uranium producers could barely make a profit, as only those companies with high grade...
Tags: Energy
External links 2008-08-26
MasterCard: Driven by Global Growth
Michael Filloon submits: The market saw a major change yesterday. The eight dollar pull back in the price of oil looks to have at least set its price to trade between the $100 and $110 mark. This is only speculation as...
Tags: Financial, MasterCard Inc.
External links 2008-09-04
Time For Another Look At Geothermals?
Michael Filloon submits: Many an investor has given up on the energy play. As oil has buckled, alternative energy stocks have been hit. The reason the fossil fuels are so attractive, isn't their appeal but because ...
Tags: Energy, Ormat Technologies Inc., United Technologies Corp.
External links 2008-09-10
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