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James Cullen
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James Cullen
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Articles (140)
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StockTalk (
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Comments (182)
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Low Mortgage Rates Help Speculators More than Economy
on Oct 04, 2009
•
KME
Rail Industry: Why I'm Interested in Regionals
on Oct 04, 2009
•
BNI
,
CSX
,
GWR
Externalities of the Economic Stimulus Program
on Aug 27, 2009
Economic Policy: The Perils of Playing for Time
on Aug 18, 2009
•
F
,
IYR
,
KBE
Primus Guaranty Earnings: Expect Stock to Continue to Rise
on Aug 07, 2009
•
LQD
,
PRD
,
PRS
On Primus Credit Mitigations
on Aug 03, 2009
•
AIG
,
GS
,
PRD
A Concise Book Review - Goldman Sachs: The Culture of Success
on Jul 31, 2009
•
GS
USG Earnings: Curb Your Enthusiasm
on Jul 27, 2009
•
USG
,
XHB
Don't Short the Ratings Agencies
on Jul 24, 2009
•
MCO
,
MHP
Does Liquidating Bad Debt Start with CIT Group?
on Jul 15, 2009
•
CIT
,
KBE
,
XLF
'Green Shoots' Not a Phrase Used by Those Who Know
on Jul 13, 2009
•
AXP
,
DIA
,
KBH
VIX Direction and Options Trading Volume: Correlation?
on Jul 06, 2009
•
DIA
,
QQQQ
,
SPX
The Savings Rate and Retail Stocks
on Jul 01, 2009
•
BBBY
,
DIA
,
HD
Accenture Earnings Review: Stock Should Outperform over Time
on Jun 29, 2009
•
ACN
Moody’s a Short on Rating Agency Regime Change?
on Jun 23, 2009
•
BRK.A
,
BRK.B
,
MCO
Industry Observers: Shouldn't Something Finally Change at Citigroup?
on Jun 15, 2009
•
BAC
,
C
,
TD
The iPhone: Lessons on Industry Pricing Power
on Jun 10, 2009
•
AAPL
,
GOOG
,
RIMM
Book Review: Christopher Mayer's 'Invest Like a Dealmaker'
on Jun 10, 2009
Google's Newspaper Content / Value Conundrum
on May 25, 2009
•
GCI
,
GOOG
,
LEE
Buffett on Banking: 'A Very Good Business'
on May 20, 2009
•
KBE
,
WFC
,
XLF
Quant Fund Deleveraging and Market Rallies: All Rotten?
on May 05, 2009
•
DIA
,
QQQQ
,
SPY
USG: Supply Is High, Demand Is Low and Pricing Is Still Improving
on Apr 27, 2009
•
USG
,
XHB
Q1 Market Review, Part II: Dow Industrial Components
on Apr 21, 2009
•
AA
,
AXP
,
BA
Q1 Market Review, Part I: The Bottoming Process
on Apr 08, 2009
Portfolio Reshuffle: Not All Debt Is Bad
on Apr 06, 2009
•
EPR
,
PRD
,
PRS
Backwards Looking Leads to Bottom Blindness
on Mar 25, 2009
•
DIA
,
QQQQ
,
SPY
Crowded Trades, Negative Sentiments and Market Bottoms
on Mar 23, 2009
•
DIA
,
QQQQ
,
SPY
Book Review: I.O.U.S.A.
on Mar 17, 2009
Fully Invested, No Bottom in Sight
on Mar 16, 2009
•
DIA
,
EPR
,
QQQQ
Stressed Valuation of Entertainment Properties
on Mar 12, 2009
•
BJK
,
EPR
Considering REIT Entertainment Properties' Hidden Value
on Mar 08, 2009
•
AMC
,
EPR
,
PRD
Weighing Bed Bath & Beyond's Risk/Reward
on Mar 04, 2009
•
BBBY
,
COST
,
ETH
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XLF
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XOM
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YHOO
Latest Comments on James Cullen's Articles
1more4me
on
Rail Industry: Why I'm Interested in Regionals
: Mr. Cullen, good info. I think it's important to note that the...
more »
Uncle Larry
on
Rail Industry: Why I'm Interested in Regionals
: KSU, like the rest of the Class 1s handles a mix of freight. ...
more »
sligoo
on
Rail Industry: Why I'm Interested in Regionals
: KSU is reported to be in negotiations with the Mexican authorities...
more »
Alan Young
on
Rail Industry: Why I'm Interested in Regionals
: A great deal of the rail business is in moving commodities like...
more »
Alan Young
on
Low Mortgage Rates Help Speculators More than Economy
: "If the typical person refinancing can save an extra $120/month,...
more »
Roger Knights
on
Low Mortgage Rates Help Speculators More than Economy
: "Their [banks] strategy? Between the PPIP and mortgages, let’s...
more »
SAUBW
on
Externalities of the Economic Stimulus Program
: As a matter of fact, I had reached a similar conclusion as this...
more »
Dave Wrixon
on
Externalities of the Economic Stimulus Program
: You gormless twit. The road and bridges in the US are so bad you...
more »
Pat Shuff
on
Externalities of the Economic Stimulus Program
: Cash for coffins are shovel ready projects, the funeral...
more »
James Cullen
on
Economic Policy: The Perils of Playing for Time
: Ok Teresa - you make a valid point. But my emphasis there was that...
more »
TeresaE
on
Economic Policy: The Perils of Playing for Time
: "...Across sectors, there are many companies awaiting a turn in...
more »
conceptwizard
on
Economic Policy: The Perils of Playing for Time
: The Fed’s Wall Street bubble will need at least $2 trillion more...
more »
rstrader
on
Economic Policy: The Perils of Playing for Time
: You would be right IF the market was a rational place - where...
more »
Dave Wrixon
on
Economic Policy: The Perils of Playing for Time
: I concur. The immediate problem for most is liquidity. Market...
more »
PainfullyAware
on
Economic Policy: The Perils of Playing for Time
: Pretend 'Til The End - Seems To Be The Current DC Policy. The...
more »
Latest Comments on James Cullen's Articles
Latest Comments on James Cullen's Articles