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- Funding For Commercial Real Estate Down
- Seeking Alpha's Housing Tracker is a collection of housing-related excerpts from various sources, grouped by topic. Feel free to post any interesting links on the subject in the comments section below.Overview California developers obtain funding for multi-million dollar projects.NY infrastructure projects...
- External links 2008-10-15
- Can Six Flags Get Off the Debt Rollercoaster?
- Amusement park giant Six Flags Inc. SIX announced strong numbers for Q308. Park attendance was up by 200,000 in the quarter and by 600,000 year-to-date. The company has announced a park opening in Dubai and has another Middle East opening on the horizon. It's also in talks to open in...
- External links 2008-11-12
- Five Key Quotes from Home Inns on China's Outlook
- There's a lot to be learned about the macroeconomic situation in China from the budget hotel chain Home Inns & Hotels Management Q308 conference call: by SA Editor Judy Weil
- External links 2008-11-12
- C-Trip's Conference Call: Waiting for Stocks to Recover
- China-based internet travel firm C-Trip.com seems to regard the downturn as something temporary. Their focus is not on streamlining operations and hunkering down but rather as an opportunity to gain market share. C-Trip says that despite continued growth and a hefty stimulus package in China, travel won't recover until the...
- External links 2008-11-18
- Saks: 'High End Consumers Have Fallen Dramatically'
- Macro, retail and credit card trends that emerge from Saks Inc.’s Q308 conference call: by SA Editor Judy Weil
- External links 2008-11-19
- Gap Inc.: How Canada, U.K., Japan and Russia Fare
- Not the most orthodox manner in which to learn how the retail environment is in other countries, but it's informative. From Gap Inc.’s FQ308 conference call: I think Canada is affected to what is going on here but still actually a pretty good retail environment for us. The...
- External links 2008-11-27
- Toll: How the MBS Market Has Morphed
- Key quotes from luxury homebuilder Toll Brothers' TOL FQ408 conference call: Outlook: by SA Editor Judy Weil
- External links 2008-12-08
- 3M CEO: Wisdom of the Ages
- First of all, a warning. There’s little actionable analysis in this article. I just couldn’t help myself. Although he’s English, George W. Buckley, Chairman, President and CEO of 3M Co. MMM sounds pretty aw-shucks southern to me. If 3M doesn’t weather the downturn well (the company cut jobs...
- External links 2008-12-10
- More On The New Mortgage Markets
- Increasingly, it looks like two mortgage markets are emerging from this crisis. With private lenders lending only to those with pristine credit and large down payments, and basically the government being the only lender to everyone else. The article below seems to drive that point home. Ginnie Mae...
- External links 2008-12-11
- Scary Foreclosure Numbers, Scarier Prospects
- The disturbing part of foreclosure data provider RealtyTrac’s report this week is not only that the lull in foreclosures is only temporary because of delaying measures passed by national, state and local governments: The Fragile State of Home Prices. “Mark Zandi, of Moody's Economy.com: Interest-rate...
- External links 2008-12-12
- Harry Winston: 'The Worst Sale They Ever Made'?
- When a diamond is stolen in the diamond industry, insiders often joke that it was “the best sale they ever made”—because they don’t have to work to sell it now, it’s covered by insurance. It may not turn out that way this time. Harry Winston HWD says the recent robbery...
- External links 2008-12-15
- Key Quotes From Bank of America's Q408 Conference Call
- From Bank of America Corp.’s Q408 conference call: BAC TARP works? by SA Editor Judy Weil
- External links 2009-01-20
- Key Quotes on Netbooks from Microsoft's Q209 Conference Call
- From Microsoft’s FQ209 conference call: Our client business, being the most severely impacted by the softening economy, declining 8% due to the significant weakness in the traditional PC market sales, [was] partially offset by the rapid growth of netbooks… Continued strong Windows attach [sic] on netbooks contributing to...
- External links 2009-01-23
- IBM: Investing in BRIC Countries 'Very Good Opportunity'
- Though BRIC countries are currently out of favor, IBM execs argue that those countries remain a profitable investment with further potential. From IBM’s Q408 conference call: IBM Q: Could you give us sort of a qualitative context around how much of the growth is driven by...
- External links 2009-01-26
- More GE Woes: U.K. Real Estate
- WSJ reports that UK property valuations fell 22% on average in 2008 and are projected to fall another 20% this year. Fund managers and investors are now eying the UK property market, looking to snap up the bargains coming on line. Good news long term, but bad news short term...
- External links 2009-01-27
- Amazon on Cloud Computing and Fortune 500 Co's
- From Amazon.com, Inc.’s AMZN Q408 conference call on cloud computing: Q: If you could just comment on the early progress of your large company focus, cloud computing initiative that you recently launched with Gemini and whether you think that you would pursue further initiatives or partnerships in that...
- External links 2009-02-02
- Amazon Holds Its Cards Close to Its Chest
- Amazon AMZN reported blowout numbers this past quarter, particularly in light of the macro environment. Executives, however, were pretty cagey with info that might help analysts get a sense of what's working and what isn't, or any macro trends noted. Most companies aren’t giving guidance for next year, but Amazon’s...
- External links 2009-02-02
- Four Key Points from Visa's FQ109 Conference Call
- From Visa’s FQ109 conference call: V Americans are spending, but within their means: by SA Editor Judy Weil
- External links 2009-02-06
- Hard To Tell Which Way Commercial RE Will Turn
- Seeking Alpha's Housing Tracker is a collection of housing-related excerpts from various sources, grouped by topic. Feel free to post any interesting links on the subject in the comments section below. by SA Editor Judy Weil
- External links 2008-11-11
- MBS Holders: Look What AIG and Fed Are Planning
- Five key quotes from American International Group’s Q308 conference call: AIG by SA Editor Judy Weil
- External links 2008-11-11
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