Robert Zenilman - Seeking Alpha 'Robert Zenilman' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/robert-zenilman Oshkosh Truck's Expansion Plans http://seekingalpha.com/article/18478-oshkosh-truck-s-expansion-plans?source=feed 18478 Excerpt from our Wall Street Breakfast, a one-page summary of this morning's key market-moving and stock-moving stories:

Oshkosh Truck Agrees To JLG Industries Pact [Wall Street Journal]

]]> Mon, 16 Oct 2006 07:43:16 -0400 Robert Zenilman Excerpt from our Wall Street Breakfast, a one-page summary of this morning's key market-moving and stock-moving stories:

Oshkosh Truck Agrees To JLG Industries Pact [Wall Street Journal]


Complete Story »]]> OSK Robert Zenilman Detroit Gets it Right This Time http://seekingalpha.com/article/18449-detroit-gets-it-right-this-time?source=feed 18449 PBS Frontline:

“One factory that makes the Ford Expedition and Lincoln Navigator was making more profits than any other factory in any other industry in the world, and was making more profits than all but several dozen entire corporations in the world.”


Not only that, cars coming back from leases in the late 1990’s were being sold back into the marketplace at prices higher that automakers originally anticipated. For example, cars leased for three years in 1994 were expected to be worth 47% of the original MSRP at the end of the lease. When the cars were remarketed after the lease matured, they fetched 53% of MSRP. Figure 6% on a $20,000 car – that’s an additional $1,200 profit per car that the leasing companies (think GMAC, Ford Motor Credit, plus other “captives” and banks that were getting into the action) booked as additional profit at the end of the lease (assuming the car was turned in and resold).

Car Leasing 101

]]> Mon, 16 Oct 2006 06:23:01 -0400 Robert Zenilman PBS Frontline:

“One factory that makes the Ford Expedition and Lincoln Navigator was making more profits than any other factory in any other industry in the world, and was making more profits than all but several dozen entire corporations in the world.”


Not only that, cars coming back from leases in the late 1990’s were being sold back into the marketplace at prices higher that automakers originally anticipated. For example, cars leased for three years in 1994 were expected to be worth 47% of the original MSRP at the end of the lease. When the cars were remarketed after the lease matured, they fetched 53% of MSRP. Figure 6% on a $20,000 car – that’s an additional $1,200 profit per car that the leasing companies (think GMAC, Ford Motor Credit, plus other “captives” and banks that were getting into the action) booked as additional profit at the end of the lease (assuming the car was turned in and resold).

Car Leasing 101


Complete Story »]]> DCX F GM HMC NSANY TM Robert Zenilman Bankrate Settles Lawsuit Over Deceptive Ads http://seekingalpha.com/article/18401-bankrate-settles-lawsuit-over-deceptive-ads?source=feed 18401

Bankrate Settles Loan-Pitch Suit, Spurring a 5.2% Jump in Shares [Wall Street Journal]

]]> Fri, 13 Oct 2006 08:36:51 -0400 Robert Zenilman

Bankrate Settles Loan-Pitch Suit, Spurring a 5.2% Jump in Shares [Wall Street Journal]


Complete Story »]]> RATE Robert Zenilman Coke's New Drink & Pepsi's Updated Outlook http://seekingalpha.com/article/18378-coke-s-new-drink-pepsi-s-updated-outlook?source=feed 18378

Pepsi Raises Full-Year Profit Outlook and Coke's Enviga: It May Burn Calories, But It Isn't a Cure for a Bulging Belly [Wall Street Journal]

]]> Fri, 13 Oct 2006 06:46:36 -0400 Robert Zenilman

Pepsi Raises Full-Year Profit Outlook and Coke's Enviga: It May Burn Calories, But It Isn't a Cure for a Bulging Belly [Wall Street Journal]


Complete Story »]]> KO PEP Robert Zenilman Delta Airlines Update http://seekingalpha.com/article/18370-delta-airlines-update?source=feed 18370

Delta's Grinstein May Stay Onboard and Delta Announces Expansion To Emerging Markets [Wall Street Journal]

]]> Fri, 13 Oct 2006 05:15:57 -0400 Robert Zenilman

Delta's Grinstein May Stay Onboard and Delta Announces Expansion To Emerging Markets [Wall Street Journal]


Complete Story »]]> DAL Robert Zenilman What's Your Gene Score? http://seekingalpha.com/article/18247-what-s-your-gene-score?source=feed 18247

Tool May Lead To Genetic 'Scoring' [StarTribune.com]

]]> Wed, 11 Oct 2006 08:11:00 -0400 Robert Zenilman

Tool May Lead To Genetic 'Scoring' [StarTribune.com]


Complete Story »]]> FIC Robert Zenilman Lower Oil Helping Airlines http://seekingalpha.com/article/18238-lower-oil-helping-airlines?source=feed 18238

HEARD ON THE STREET: Lower Fuel Costs Lift Airline Hopes, Trump Terror Fear [Wall Street Journal]

]]> Wed, 11 Oct 2006 07:42:23 -0400 Robert Zenilman

HEARD ON THE STREET: Lower Fuel Costs Lift Airline Hopes, Trump Terror Fear [Wall Street Journal]


Complete Story »]]> Robert Zenilman Bidding Up Harrah's http://seekingalpha.com/article/18237-bidding-up-harrah-s?source=feed 18237

Equity Firms Raise Bid for Harrah’s [New York Times]

]]> Wed, 11 Oct 2006 06:48:17 -0400 Robert Zenilman

Equity Firms Raise Bid for Harrah’s [New York Times]


Complete Story »]]> HET Robert Zenilman Economist & Traders Square Off on Housing http://seekingalpha.com/article/18169-economist-traders-square-off-on-housing?source=feed 18169

Where Housing Prices Will Fall the Most [Business Week]

]]> Tue, 10 Oct 2006 08:10:45 -0400 Robert Zenilman

Where Housing Prices Will Fall the Most [Business Week]


Complete Story »]]> Robert Zenilman Google's Growing Video Jukebox http://seekingalpha.com/article/18164-google-s-growing-video-jukebox?source=feed 18164

Google and Warner Music Group Announce Agreement to Offer Google Video Users WMG's Music Video Content [Briefing.com]

]]> Tue, 10 Oct 2006 07:25:04 -0400 Robert Zenilman

Google and Warner Music Group Announce Agreement to Offer Google Video Users WMG's Music Video Content [Briefing.com]


Complete Story »]]> GOOG SNE WMG Robert Zenilman The Tobacco Empire Strikes Back http://seekingalpha.com/article/18153-the-tobacco-empire-strikes-back?source=feed 18153

Big Tobacco Spending Big Money to Fight State Bans, Taxes [Wall Street Journal]

]]> Tue, 10 Oct 2006 06:44:42 -0400 Robert Zenilman

Big Tobacco Spending Big Money to Fight State Bans, Taxes [Wall Street Journal]


Complete Story »]]> MO RAI Robert Zenilman Large Caps Looking Good http://seekingalpha.com/article/18096-large-caps-looking-good?source=feed 18096

Unexpectedly Upward Bound: Big-Company Stocks Make a Strong Showing in a Traditionally Weak Period (Washington Post)

]]> Mon, 09 Oct 2006 08:03:51 -0400 Robert Zenilman

Unexpectedly Upward Bound: Big-Company Stocks Make a Strong Showing in a Traditionally Weak Period (Washington Post)


Complete Story »]]> Robert Zenilman Toyota Gets Knocked Off Its Perch http://seekingalpha.com/article/18085-toyota-gets-knocked-off-its-perch?source=feed 18085

Toyota Loses Ground to the Competition (Business Week)

]]> Mon, 09 Oct 2006 07:02:58 -0400 Robert Zenilman

Toyota Loses Ground to the Competition (Business Week)


Complete Story »]]> GM HMC TM Robert Zenilman Mortgage Buyers Finding More Bad Loans http://seekingalpha.com/article/18080-mortgage-buyers-finding-more-bad-loans?source=feed 18080

Bad Loans Draw Bad Blood (Wall Street Journal)

]]> Mon, 09 Oct 2006 05:34:27 -0400 Robert Zenilman

Bad Loans Draw Bad Blood (Wall Street Journal)


Complete Story »]]> BSC HRB Robert Zenilman Micron Diappoints, Stock Drops http://seekingalpha.com/article/18015-micron-diappoints-stock-drops?source=feed 18015

Micron profit misses expectations, stock falls (Reuters)

Summary: Micron (MU) shares dropped almost 8% after posting quarterly results below Wall Street expectations. Micron reported quarterly earnings of $0.08/share ($63.5mm), below analyst expectations of $0.14/share. During the same period last year, Micron reported quarterly earnings of $0.07/share ($43mm). Micron’s quarterly revenue of $1.37 billion, although up 9% from last year, failed to meet analyst forecasts of $1.41 billion. Aside from continued strong demand for memory from cellular phone manufacturers, Micron anticipates robust demand for memory when Microsoft (MSFT) releases its upcoming Vista operating system. Vista requires significantly more memory to operate effectively than Microsoft’s current XP operating system.
Related links: Full article • Micron: UBS Analyst Expresses Concern Following Chat With Company • Micron Comments on NAND Flash Memory Market • Flash Memory Manufacturers Need Hits From Apple & Sony • Gross Margin - Memory Chip Manufacturers • Conference Call Transcript: Micron Technology F4Q06 (Qtr End 8/31/06)
Potentially impacted stocks and ETFs: Cypress Semiconductor (CY), Integrated Device Technology (IDTI), Integrated Silicon Solution (ISSI), MoSys (MOSY), Rambus (RMBS), Ramtron International (RMTR), Saifun Semiconductors (SFUN), SanDisk (SNDK), Silicon Storage Technology(SSTI), Staktek Holdings (STAK), Simpletech (STEC). ETFs: Semiconductor HOLDRs (SMH), PowerShares Dynamic Semiconductors (PSI)

]]> Fri, 06 Oct 2006 07:30:18 -0400 Robert Zenilman

Micron profit misses expectations, stock falls (Reuters)

Summary: Micron (MU) shares dropped almost 8% after posting quarterly results below Wall Street expectations. Micron reported quarterly earnings of $0.08/share ($63.5mm), below analyst expectations of $0.14/share. During the same period last year, Micron reported quarterly earnings of $0.07/share ($43mm). Micron’s quarterly revenue of $1.37 billion, although up 9% from last year, failed to meet analyst forecasts of $1.41 billion. Aside from continued strong demand for memory from cellular phone manufacturers, Micron anticipates robust demand for memory when Microsoft (MSFT) releases its upcoming Vista operating system. Vista requires significantly more memory to operate effectively than Microsoft’s current XP operating system.
Related links: Full article • Micron: UBS Analyst Expresses Concern Following Chat With Company • Micron Comments on NAND Flash Memory Market • Flash Memory Manufacturers Need Hits From Apple & Sony • Gross Margin - Memory Chip Manufacturers • Conference Call Transcript: Micron Technology F4Q06 (Qtr End 8/31/06)
Potentially impacted stocks and ETFs: Cypress Semiconductor (CY), Integrated Device Technology (IDTI), Integrated Silicon Solution (ISSI), MoSys (MOSY), Rambus (RMBS), Ramtron International (RMTR), Saifun Semiconductors (SFUN), SanDisk (SNDK), Silicon Storage Technology(SSTI), Staktek Holdings (STAK), Simpletech (STEC). ETFs: Semiconductor HOLDRs (SMH), PowerShares Dynamic Semiconductors (PSI)


Complete Story »]]> MU Robert Zenilman NY Court Sides With Hedge Funds http://seekingalpha.com/article/17997-ny-court-sides-with-hedge-funds?source=feed 17997

Hedge Funds Threatening Defaults in Options Scandal Win Ruling (Bloomberg)

]]> Fri, 06 Oct 2006 06:41:12 -0400 Robert Zenilman

Hedge Funds Threatening Defaults in Options Scandal Win Ruling (Bloomberg)


Complete Story »]]> Robert Zenilman Kohls & Penney Go Head to Head With Expansion Plans http://seekingalpha.com/article/17992-kohls-penney-go-head-to-head-with-expansion-plans?source=feed 17992

Chasing Mr. and Mrs. Middle Market, J.C. Penney, Kohl's Open 85 New Stores (Wall Street Journal)

]]> Fri, 06 Oct 2006 04:59:13 -0400 Robert Zenilman

Chasing Mr. and Mrs. Middle Market, J.C. Penney, Kohl's Open 85 New Stores (Wall Street Journal)


Complete Story »]]> JCP KSS Robert Zenilman Felony Charges Filed in HP Investigation Scandal http://seekingalpha.com/article/17936-felony-charges-filed-in-hp-investigation-scandal?source=feed 17936

Ex-Leader Among 5 Charged in Hewlett Case (NY Times)

]]> Thu, 05 Oct 2006 08:19:26 -0400 Robert Zenilman

Ex-Leader Among 5 Charged in Hewlett Case (NY Times)


Complete Story »]]> HPQ Robert Zenilman Ford's Burn Rate Worries Analysts http://seekingalpha.com/article/17935-ford-s-burn-rate-worries-analysts?source=feed 17935

HEARD ON THE STREET: Can Ford's Current Cushion of Cash Absorb Blow of LatestRestructuring? (Wall Street Journal)

]]> Thu, 05 Oct 2006 07:38:31 -0400 Robert Zenilman

HEARD ON THE STREET: Can Ford's Current Cushion of Cash Absorb Blow of LatestRestructuring? (Wall Street Journal)


Complete Story »]]> F Robert Zenilman Wynn Resorts Sued Over Dealer Compensation http://seekingalpha.com/article/17927-wynn-resorts-sued-over-dealer-compensation?source=feed 17927

Steve Wynn Betters The Odds for Bosses At Las Vegas Casino (Wall St. Journal)

]]> Thu, 05 Oct 2006 06:52:36 -0400 Robert Zenilman

Steve Wynn Betters The Odds for Bosses At Las Vegas Casino (Wall St. Journal)


Complete Story »]]> WYNN Robert Zenilman