Teva Pharmaceutical Industries, A Great Long-Term Play? [View article]
There's been some talk about big-pharma companies with sales in Europe possibly facing considerable write-downs of accounts receivables that are due from hospitals and governments of the PIIGS countries. Do you have any views on that generally, and specifically with regard to Teva's possible exposure?
The Risks of a Merciless Market as the Earnings Parade Begins [View article]
Well said. But as Macbeth might ask: Are you not concerned that "all our yesterdays have lighted fools", or may light the way, "to dusty death"? Alas, one may want to consider what happens when the "brief candle" goes out.....
A Funny Thing Happened on My Way to Selling Diebold [View article]
NOTE TO READERS: The issue has been resolved and the article now appears in its entirety. We hope you find it valuable, and we look forward to any comments and/or feedback. Thank you.
A Funny Thing Happened on My Way to Selling Diebold [View article]
NOTE TO READERS: Due to technical problems, a significant portion of this article is not currently being shown. The authors are in touch with SeekingAlpha in order to fix this issue. We apologize for any inconvenience, and hope you'll return later to read the complete piece. Thank you.
Lowe's vs. Home Depot: Which Company Benefits in a Housing Bounce? [View article]
I'm a huge fan of HiddenLevers' (HL) functionality and I think it's best used as an integral element in investment assessment, not as a stand-alone, all incompassing indicator. My own anecdotal experience especially with HD is not too different than some mentioned above...years ago when they opened and every employee was an 'owner', it was an amazing business model and a great place to shop. Then, as pointed out above, mgmt found a way (several) to ruin it. I believe that's what explains the HL long-term chart showing LOW's outperforming. But look at the 5yr chart on HL. That clearly shows that HD outperformed in a period of time when housing pxes were down and then flat-lining. That, i believe, is explained by the meaningfully positive shifts in mgmt at HD and the subsequent execution of a better business plan. While years ago I had personally written off HD as a place to shop, in the past year, they've won me back through upgraded personnel, better inventory selection, and price competitiveness. In my experience, HiddenLevers' charts have pointed out interesting historical correlations, that when combined with the historical facts and fundamentals, adds value to the investment process. FYI...Long both LOW and HD.
Nalco: Should Some of Your Oars Be in This Water Treatment Company? [View article]
It's been some time since my article on NALCO was written and the above comments-chain was exchanged. I just read an thoughtful piece, not directly related to NLC's business per se, but on the idea of 'water markets' that I thought I'd share as a matter of interest to those who are focusing on the overall water industry. Would be eager to hear/share views on this theme. bit.ly/exLkI4
Tunisian protests and broader implications.... [View instapost]
FYI....Follow-up information re unrest in Tunisia, the power of social media networks, and other countries in the region with potentially similar fates: www.foreignpolicy.com/...
Sudan: Sunday's Referendum and Its Implications for Oil [View article]
At the tail end of this article, I mentioned that there are several reasons to focus on Sudan's situation, one of which is to assess the markets' reaction to any incident of oil supply disruptions. I also noted that this might be compared to upcoming events elsewhere, most notably Nigeria, with regard to their April Presidential election. Violence in Nigeria leading up to the elections has been on the rise. For valuable insight into this situation, please see the following link to commentary from the former US Ambassador to Nigeria, John Campbell: on.cfr.org/g2BQZz
Banking on Hudson City Bancorp, People’s United Financial [View article]
As noted in the article above, any view on the US regional banking sector is highly dependent upon a view on the overall US economy. Below, I've provided a link to a very thorough piece on that subject written by Dr. John H. Makin, Principal, Caxton Associates and Resident Scholar at AEI (American Enterprise Institue for Public Polcy Research). www.aei.org/outlook/10...
'For-Profit' Educational Stocks: The Coming Months Will Be Quite Telling [View article]
FYI...from SeekingAlpha's streaming news this morning: 9:07 AM Strayer Education (STRA) announced after Friday's close a 20% drop in new enrollments, signaling continuing struggles for the industry, already under government scrutiny for saddling students with debt while not fully preparing them for the workforce. STRA -25.1%, CECO -10.2%, APOL -9.2%, CPLA -9.2%, COCO -8.1%, BPI -6.8% premarket. (PR)
Sudan: Sunday's Referendum and Its Implications for Oil [View article]
Thank you! In my view, the dynamics of political events in Africa are likely to have more and more direct impact on global markets, especially in the energy and materials/resources sectors. This, of course, pales in comparison to the relevance on a humanitarian and human interest basis, so collectively, it is clearly worthy of note on many levels. Thanks again for reading the article and commenting! Ed
Teva Pharmaceutical Industries, A Great Long-Term Play? [View article]
Will INTEL be "CISCO'ed"? [View instapost]
A reader just sent me this noteworthy link.....have a look.....
The Risks of a Merciless Market as the Earnings Parade Begins [View article]
Are you not concerned that "all our yesterdays have lighted fools", or may light the way, "to dusty death"?
Alas, one may want to consider what happens when the "brief candle" goes out.....
A Funny Thing Happened on My Way to Selling Diebold [View article]
A Funny Thing Happened on My Way to Selling Diebold [View article]
Lowe's vs. Home Depot: Which Company Benefits in a Housing Bounce? [View article]
In my experience, HiddenLevers' charts have pointed out interesting historical correlations, that when combined with the historical facts and fundamentals, adds value to the investment process.
FYI...Long both LOW and HD.
'For-Profit' Educational Stocks: The Coming Months Will Be Quite Telling [View article]
www.bloomberg.com/news...
What’s Fueling Energy Stocks [View article]
www.marketwatch.com/st...
Nalco: Should Some of Your Oars Be in This Water Treatment Company? [View article]
bit.ly/exLkI4
Tunisian protests and broader implications.... [View instapost]
www.foreignpolicy.com/...
Sudan: Sunday's Referendum and Its Implications for Oil [View article]
on.cfr.org/g2BQZz
'For-Profit' Educational Stocks: The Coming Months Will Be Quite Telling [View article]
www.bloomberg.com/news...
Banking on Hudson City Bancorp, People’s United Financial [View article]
www.aei.org/outlook/10...
'For-Profit' Educational Stocks: The Coming Months Will Be Quite Telling [View article]
9:07 AM Strayer Education (STRA) announced after Friday's close a 20% drop in new enrollments, signaling continuing struggles for the industry, already under government scrutiny for saddling students with debt while not fully preparing them for the workforce. STRA -25.1%, CECO -10.2%, APOL -9.2%, CPLA -9.2%, COCO -8.1%, BPI -6.8% premarket. (PR)
Sudan: Sunday's Referendum and Its Implications for Oil [View article]
Thanks again for reading the article and commenting!
Ed