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- Service Sector Report: A Mixed Bag of Sentiment
- Ryan Barnes submits: I suppose every analyst has their favorite economic indicators, whether due to the specific sectors they follow or their slant towards bottoms-up or top-down analysis. To the latter, I try to as much of both as my resources allow, and to the former, I am a big...
- External links 2009-07-07
- Las Vegas Sands: The Clock Is Ticking
- Ryan Barnes submits: Sheldon Adelson’s baby, the Las Vegas Sands LVS (of which he’s a 64% owner) issued an 8K filing and auditor’s report in which it reminded us that if the company can’t obtain substantial capital by December 31, it would break several debt covenants. Should it break them,...
- External links 2008-11-07
- Will Global Equity Markets Pass or Fail Today's Test?
- Ryan Barnes submits: Friday is shaping up to be a crucial testing day for the global equity markets. The S&P 500 is down 10% since election day, which Bespoke Investment Group notes is the worst two-day showing since 1987: click to enlarge by Ryan Barnes
- External links 2008-11-07
- Cisco: The Alpha Male of Tech Stocks Reports Earnings
- Ryan Barnes submits: Cisco CSCO has long been one of the best barometers for corporate spending levels, small business growth, bandwidth growth, and the technology sector as a whole. The company also has an almost 50/50 split between domestic and international revenues, so its quarterly reports and guidance also ping...
- External links 2008-11-06
- Petrobras: Mixed Sentiment Despite Record Production
- Ryan Barnes submits: Brazil’s pseudo-monopoly oil company Petrobras PBR logged record production of 2.5 million barrels of oil equivalent [BOE] in September, up slightly from August and 7% year-over-year. And while all the oil majors are subject to the whims of crude prices lately, Petrobras has an under-leveraged balanced sheet...
- External links 2008-11-04
- Costco: More Positives than Negatives
- Ryan Barnes submits: Yesterday, I decided to apply the last little bit of cash left in the Secular Trends Model Portfolio in order to add to the Costco COST Position. I added 600 shares at $53.04 as shares were down 7% on Monday on a warning from PiperJaffray. I liked...
- External links 2008-11-04
- Peabody Energy: Will Abundance of Chinese Coal Cause Price Weakness?
- Ryan Barnes submits: News out of China today is that quotas for coal exports were higher than expected at 15.9 million tonnes, putting the export quota total for the year above 47 million tonnes. While Chinese officials say that it’s too late in the year to put the quotas into...
- External links 2008-11-04
- GFI Group: Loss Reported in Murphy?s Law Quarter
- Ryan Barnes submits: Investors weren’t expecting much in the way of good news as inter-dealer broker GFI Group GFIG reported earnings on Thursday, after the bell. Shares are down 80% YTD and over 60% in the past month, as several of the company’s core markets - OTC derivatives trading -...
- External links 2008-11-02
- Electronic Arts: Stock Drops on Lowered Guidance
- Ryan Barnes submits: Video game publisher Electronic Arts ERTS just hasn’t been able to find its stride ever since the new game console units came out two years ago. The company discounted the marketability of the Wii, leaving R&D woefully behind for the social phenomenon. Its heralded franchise...
- External links 2008-11-02
- Amgen Answering the $30B Riddle
- Ryan Barnes submits: Amgen AMGN was a rare earnings bright spot yesterday see conference call transcript, and was also sporting a much more biotech look than we’ve seen from the company in some time. As Amgen handily beat top and bottom-line expectations, investors are left to decide if this company...
- External links 2008-10-23
- Caterpillar Could Really Deliver on Earnings
- Ryan Barnes submits: The global construction, engine, and infrastructure giant reports earnings before the bell on Tuesday, and judging from the stocks' activity last week, investors are expecting a blowup. Caterpillar CAT was one of the few industrial stocks unable to make a discernable bottom over the past 7 sessions,...
- External links 2008-10-20
- Amgen: Remember Its Biotech Bloodlines?
- Ryan Barnes submits: Amgen AMGN is one of the founding fathers of biopharma, but after showing its age in recent years with slowing drug sales and swirling safety concerns, share valuations have fallen dramatically from the high-20’s level Amgen once commanded. We haven’t treated this company like a...
- External links 2008-11-09
- Freeport-McMoRan: Production Cut as Molybdenum Price Plummets
- Ryan Barnes submits: Look at how fast things can change. Just three weeks ago, in its conference call, copper, gold, and molybdenum producer Freeport-McMoRan FCX told us that pricing for molybdenum a component for steel and specialty chemicals “continues to be strong.” A few blinks of the eye later, and molybdenum...
- External links 2008-11-11
- Corning Drops 2009 Guidance; How Low Will It Go?
- Ryan Barnes submits: When glass guru Corning GLW reported earnings on October 29, I noted my trepidation on the lowered sales outlook and the overall health of the global consumer. I also took a hard look at the balance sheet, and noted that: Pick your metric…A P/E of about...
- External links 2008-11-19
- Las Vegas Sands: Sustainable in 2009?
- Ryan Barnes submits: With the final pricing news out Friday from Las Vegas Sands’ LVS massive preferred stock, common stock, and warrant offering, I finally feel like there’s enough “accurate” numbers available to determine whether the casino & resort operator can make it through 2009. Big prizes certainly await...
- External links 2008-11-17
- Macy?s, Best Buy: Consumer Spending Continues to Decline
- Ryan Barnes submits: Don't count on Santa this year... On Wednesday, Macy’s M reported a $44 million loss in the third quarter on a 6% decline in comparable sales. While the comps result was slightly better than its competitors like J.C. Penney JCP and Kohl’s KOL, somehow, Macy’s...
- External links 2008-11-13
- No Surprises as Intel Reduces Sales Guidance
- Ryan Barnes submits: Can you smell the fear out there? Market action has been tremendously weak, with major indexes at or below the previous lows from October. Trading volumes were notably weak yesterday, as buyers simply refused to step up to the table. We most certainly are living in an...
- External links 2008-11-13
- Alcoa: Analyst Downgrades and Price Cuts; Looks Like a Bottom
- Ryan Barnes submits: For a moment, let’s hop into the 'WayBack' machine and set it for July 1, when Alcoa AA was trading 200% higher, spot prices for aluminum were just beginning to show some weakness, and the credit crisis was still confined to the worries of a few scattered...
- External links 2008-11-12
- Las Vegas Sands: Massive Offering, But Is it Enough?
- Ryan Barnes submits: In one of most dilutive offerings we’ve seen in some time, on Tuesday, casino & resort operator Las Vegas Sands announced a major restructuring effort aimed at staving off the breaching of key loan covenants in the fourth quarter. The massive offering includes the issuance...
- External links 2008-11-12
- DHL: Shuts Down U.S. Delivery Operations, Who Will Pick Up the Slack?
- Ryan Barnes submits: Coming soon to an eBay EBAY listing near you... DHL’s delivery services will no longer be operating within the domestic U.S., as the German-owned company announced Monday that the company would be cutting another 9500 jobs in the U.S., shutting down all hubs and reducing...
- External links 2008-11-11
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