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mkm partners

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BNET Resources

Economic Outlook: Could Things Go Too Well?
Very few economists or pundits are expecting a sharp, quick recovery for the U.S. economy. But among the handful espousing this viewpoint are some very smart people, including well-known bear James Grant. Whether he's right or not, here?s how to set up your portfolio to capture gains in a bull...
Tags: Microsoft Outlook, Recovery, Economist, MoneyWatch, James Grant, Interest Rate Observer, Bulls, Bears, Michael Darda, MKM Partners, Economic Cycle Research Institute, David Rosenberg, Tim Richards, Psy-Fi, Nassim Nicholas Taleb, Black Swan, Mat Johnson, Meir Statman, V-Shaped Recovery, Harold Evensky, William Bernstein, Blaise Pascal, Pascal?s Wager, Carla Fried
Articles 2009-10-19
After the recovery, higher interest rates will hurt growth: Gottliebsen
The American stock market is having difficulty deciding whether the dramatic July 27 doctrine announced by President Obama heralds a genuine change in direction. On that date, Obama called for a reduction in the spending of American consumers and an increase in the spending of Chinese consumers. On the President's...
Tags: recovery, growth, Barack Obama, Goldman Sachs Group Inc., Morgan Stanley
News items 2009-08-10

Additional Resources

Smart Phones: Sell Nokia and Motorola Says MKM
Eric Savitz (Barron's) submits: MKM Partners analyst Tero Kuittinen Thursday morning launched coverage of Motorola MOT and Nokia NOK, both with sell ratings. Kuittinen’s broad view is that the handset market is likely to continue to produce disappointing financial results. While he says smart phones can continue...
Tags: Gadgets, Eric Savitz, Motorola Inc., Nokia Corp.
External links 2009-08-27
Citrix Systems, Inc. Q3 2007 Earnings Call Transcript
Question-and-Answer SessionOperator [Operator Instructions]. Your first question comes from the line of Sarah Friar with Goldman Sachs. Sarah Friar - Goldman Sachs Good quarter. If I could just turn to the operating margins, you talked about lower 20% range for 2008 and then extending back upward...
Tags: Citrix Systems Inc.
Earnings calls 2007-10-18
Tween Brands Inc. Q2 2009 (Qtr End 08/01/09) Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Linda Tsai – MKM Partners Linda Tsai – MKM Partners I was just wondering if you could discuss a little bit what’s different about the BTS merchandise this year versus last year, are there certain fashions, I know you talked...
Tags: Assortment, Call Transcript, Earnings, Tween Brands Inc., Corporate Governance, Mergers & Acquisitions, Team Management, Business Operations, Corporate Law, Investment, Finance, Management, Seeking Alpha
Earnings calls 2009-08-19
Fred’s Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Patrick Mckeever - Mkm Partners Llc. Patrick Mckeever - Mkm Partners Llc On the gross margin decline in the quarter, how did that compare to your internal expectations? Jerry Shore I will answer that first...
Tags: Fred's Inc.
Earnings calls 2008-08-29
OPNET Technologies F3Q08 (Qtr End 12/31/07) Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Our first question is from the line of Gary Spivak with the Stanford Group. Please proceed with your question. Marc Cohen Hey, Gary. Gary Spivak - Stanford Group Good evening gentlemen. A couple of questions, one is post the acquisition did you see any change...
Tags: OPNET Technologies Inc.
Earnings calls 2008-02-04
Tween Brands F1Q09 (Qtr End 05/02/09) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions The first question comes from the line of Rick Patel - BAS-ML. Rick Patel - BAS-ML Can you talk some more about your promotional strategy? Is there any way to quantify the difference in traffic you saw with the 40% off...
Tags: Point-of-sale, Call Transcript, Earnings, IMU, Marketing Research, Sales Strategy, Marketing, Sales, Seeking Alpha, Tween Brands Inc.
Earnings calls 2009-05-20
Cracker Barrel Old Country Store, Inc. F4Q09 (Qtr End 07/31/09) Earnings Call Transcript
Question-and-Answer Session Operator Very good. Operator Instructions Your first question comes from Stephen Anderson - MKM Partners LLC. Stephen Anderson - MKM Partners LLC A very quick question on the labor cost line that’s been coming up the last couple of quarters, primarily on the health cost side,...
Tags: Guidance, Call Transcript, Health Care, Earnings, Sales Strategy, Sales Force Management, Vertical Industries, Benefits, Healthcare, Sales, Human Resources, Seeking Alpha, CBRL Group Inc.
Earnings calls 2009-09-15
Art Tech Group Inc., Q1 2008 Earnings Call Transcript
Earnings Call ExcerptArt Tech Group Inc. ARTG Q1 2008 Earnings Call April 24, 2008 10:00 am Executives Kimberly Maxwell - Director, Investor Relations Bob Burke - Chief Executive Officer and President Julie Bradley - Chief Financial Officer Analysts Rod Ratliff - Stanford Group Company Jeff Van...
Tags: Art Technology Group
Earnings calls 2008-04-24
Blackboard, Inc. Q4 2008 Earnings Call Transcript
Earnings Call ExcerptBlackboard, Inc. BBBB Q4 2008 Earnings Call February 4, 2009 4:30 pm ET Executives Michael J. Stanton – Senior Vice President, Investor Relations Michael L. Chasen – President & Chief Executive Officer Michael Beach – Chief Financial Officer Analysts Michael Nemeroff – Wedbush Tom Roderick – Thomas...
Tags: Forward-looking Statement, Call Transcript, Blackboard Inc., non-GAAP, Earnings, GAAP, Financial Accounting, Finance, Seeking Alpha
Earnings calls 2009-02-04
Blue Coat Systems, Inc. F3Q09 (Qtr End 1/31/2009) Earnings Call Transcript
Earnings Call Excerpt Blue Coat Systems, Inc. BCSI F3Q09 (Qtr End 1/31/2009) Earnings Call February 26, 2009 5:00 pm ET Executives Jane Underwood – Investor Relations Kevin Royal – Chief Financial Officer Brian M. NeSmith – President and Chief Executive Officer Analysts Jonathan Ruykhaver – ThinkEquity Partners LLC Erik...
Tags: Financial, Call Transcript, Earnings, Blue Coat Systems Inc., Financial Accounting, Finance, Seeking Alpha
Earnings calls 2009-02-26
Art Technology Group Inc. Q1 2009 Earnings Call Transcript
Earnings Call ExcerptArt Technology Group Inc. ARTG Q1 2009 Earnings Call April 30, 2009; 10:00 am ET Executives Bob Burke - President & Chief Executive Officer Julie Bradley - Chief Finance Officer Kim Maxwell - Investor Relations Analysts Shyam Patil - Raymond James Michael Huang - ThinkPanmure Jeff...
Tags: ATG, Financial, Forward-looking Statement, Call Transcript, Earnings, Financial Accounting, GAAP, Finance, Seeking Alpha, Art Technology Group
Earnings calls 2009-05-02
AT&T reportedly rejected Android Motorola phones
AT&T reportedly turned down a pair of Motorola smartphones based on the Google Android mobile OS. MKM Partners analyst Tero Kuittinen, which initiated coverage on Motorola with a sell rating, said Motorola developed two prototype devices originally created to support Windows Mobile before making the switch to Android. Sources...
Tags: AT&T Corp., Motorola Inc., Google Android
News items 2009-09-02
The Children’s Place Retail Stores, Inc. F1Q08 (Qtr End 05/03/08) Earnings Call Transcript
Earnings Call Excerpt The Children’s Place Retail Stores, Inc. PLCE F1Q08 Earnings Call May 22, 2008 10:00 am ET Executives Chuck Crovitz – Interim Chief Executive Officer Susan Riley – Executive Vice President, Finance and Administration Richard Flaks – Senior Vice President, Planning, Allocation and IT...
Tags: Children's Place Retail Stores Inc.
Earnings calls 2008-05-22
The Gymboree Corporation F1Q08 (Qtr End 05/03/08) Earnings Call Transcript
Earnings Call Excerpt The Gymboree Corporation GYMB F1Q08 Earnings Call May 21, 2008 4:30 pm ET Executives Kip Garcia - President Matthew McCauley – Chairman, Chief Executive Officer Jeffrey Harris - Vice President of Finance Blair Lambert – Chief Operating Officer, Chief Financial Officer Analysts Betty...
Tags: Gymboree Corp.
Earnings calls 2008-05-21
Gymboree Corporation F4Q07 (Qtr End 02/03/08) Earnings Call Transcript
Earnings Call ExcerptGymboree Corporation GYMB F4Q07 Earnings Call March 12, 2008 4:30 pm ET Executives Jeffrey P. Harris, Vice President of Finance. Matthew K. McCauley, Chairman and CEO. Kip Garcia, President. Blair W. Lambert, COO and CFO. Analysts Paul Alexander – Unknown firm Dana Telsey – Telsey Advisory Group...
Tags: Gymboree Corp.
Earnings calls 2008-03-12
California Pizza Kitchen Inc Q3 2008 Earnings Call Transcript
Earnings Call ExcerptCalifornia Pizza Kitchen Inc. CPKI Q3 2008 Earnings Call November 06, 2008 4:30 pm ET Executives Rick Rosenfield - Co-Chief Executive Officer Larry Flax - Co-Chief Executive Officer Susan Collyns - Chief Financial Officer Analysts David Tarantino - Robert Baird Brian Moore - Wedbush Morgan...
Tags: Brand Advertising, Brand, Performance, Call Transcript, Earnings, Branding, Performance Management, Financial Accounting, Marketing, Human Resources, Workforce Management, Finance, Seeking Alpha, California Pizza Kitchen Inc.
Earnings calls 2008-11-07
Gymboree Corporation Q3 2008 (Qtr End 11/01/08) Earnings Call Transcript
Earnings Call Excerpt Gymboree Corporation GYMB Q3 2008 Earnings Call November 19, 2008 4:30 pm ET Executives Kip Garcia - President Matthew McCauley – Chairman, Chief Executive Officer Jeffrey Harris - Vice President of Finance Blair Lambert – Chief Operating Officer, Chief Financial Officer Analysts Betty...
Tags: Call Transcript, Earnings, Financial Accounting, Finance, Seeking Alpha, Gymboree Corp.
Earnings calls 2008-11-19
The Children’s Place Retail Stores, Inc. F4Q08 (Qtr End 01/31/09) Earnings Call Transcript
Earnings Call Excerpt The Children’s Place Retail Stores, Inc. PLCE F4Q08 Earnings Call March 19, 2009 10:00 am ET Executives Jane Singer – Investor Relations Chuck Crovitz – Interim Chief Executive Officer Susan Riley – Executive Vice President, Finance and Administration Richard Flaks – Senior Vice...
Tags: Financial, Call Transcript, Earnings, Senior Vice President, Children's Place Retail Stores Inc., Financial Accounting, Finance, Seeking Alpha
Earnings calls 2009-03-19
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