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FLS: Industrial Valve Pricing Power Slows But Still Strong
This morning’s PPI report showd that the frantic price increases for industrial valves have cooled a bit. Still, price gains are well above the long-term average and the general trend still seems to...
View ArticleThe Week Ahead – 21 July 2007
The Economic Calendar is quiet in the early part of this week but there are important reports at the end of the week. On Thursday is the Durable Goods report, for which the consensus estimates a 2.0%...
View ArticleWhat the Big Boys are Saying About the Economy
I decided to take a look at what some of the largest companies by revenue are saying about their business. All looks well at General Electric (GE - Annual Report). The second quarter orders were a...
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28 Stock Ideas from the Durable Goods Report
This article was originally published at RealMoney on September 26, 2007. My article last week about mining the PPI report for stock ideas was so well received I thought I’d share another of my...
View ArticleDASTY: Dig in to Dassault After Dip
This article was originally published at RealMoney on November 5, 2007. Dassault Systemes (DASTY) is trading down nearly 6% after the company trimmed its earnings outlook by five Eurocents last week....
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PMTC: Parametric Cheap For a Reason
This article was originally published at RealMoney on November 6, 2007. Parametric Technology (PMTC) develops software used for Product Lifecycle Management (PLM) and Enterprise Content Management...
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MSCC: MicroSemi is My Least Favorite Semiconductor Play
The following is a reprint of my January 8, 2008 RealMoney column. In other articles, I have outlined the reasons why I think the semiconductor industry is poised for strong stock performance and why I...
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TSM: Taiwan Semi Provides Stable Cash Flow in an Uncertain Environment
The following is a reprint of my January 16, 2007 RealMoney column In a volatile market, investors tend to gravitate toward companies and investments that provide stability. As crazy as this may sound,...
View ArticleDBD: Diebold Takeout Offer Making Me Look Stupid
I should probably learn to take the money and run more quickly. Back in December I wrote about Diebold (DBD) at about $33 per share and said investors should probably look elsewhere due to earnings...
View ArticleCNBC Bonus Bucks Trivia: Web Video: On May 5, strategist James Altucher said...
Web Video: On May 5, strategist James Altucher said three stocks may be the “next Berkshire Hathaways.” Name one of them. In The Next Berkshire Hathaway, Altucher names Otter Tail (OTTR), Markel (MKL),...
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