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Stephen Rosenman » Articles » BA |

  • A Plea for Better Balance (Sheets)
    on Jun 21, 2009 • BA, M, VZ    
  • Boeing's Bad Balance Sheet May Doom It
    on Feb 11, 2009 • BA    
  • Boeing Can't Afford Another Strike
    on Nov 03, 2008 • BA    
  • Boeing Heading the Way of GM?
    on Oct 30, 2008 • BA    
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  1. Techtrader10 on Apple to Begin New Method of Accounting Next Quarter?: Didn't Enron start reporting their 4 and 5 year gas contracts as... more »
  2. swissfrank on Apple to Begin New Method of Accounting Next Quarter?: Spread the accounting gain over two financial years to smooth... more »
  3. brewer on Apple to Begin New Method of Accounting Next Quarter?: Agreed, they could easily report all profit which has been ramped... more »
  4. Madarasi on Novartis Could Be the Biggest Loser in Alcon Deal with Nestle: I am not sure whether it would be wise to assume that NVS didn't... more »
  5. MagicDiligence on J. Crew More Visible, But Buckle a Better Buy: Good comparative analysis. Can anyone make even a slightly... more »
  6. Stephen Rosenman on Novartis Could Be the Biggest Loser in Alcon Deal with Nestle: Interstock: NSRGY has a put option that they can exercise... more »
  7. sdfsdf on J. Crew More Visible, But Buckle a Better Buy: I like BKE what bothered is the recent sales numbers. In fashion... more »
  8. 107Sid on J. Crew More Visible, But Buckle a Better Buy: There is also the Mickey Drexler factor. He has a cult following... more »
  9. interstock on Novartis Could Be the Biggest Loser in Alcon Deal with Nestle: I think Novartis should not exercise their call options. While... more »
  10. ryanclarke on D.R. Horton: Did Anyone Actually Listen to the Call?: I agree 100%. Housing stocks will never return to the 2003-2005... more »
  11. Jorge Piedrahita on D.R. Horton: Did Anyone Actually Listen to the Call?: This company faces several headwinds: 1) The only souce of cash... more »
  12. thopaine on D.R. Horton: Did Anyone Actually Listen to the Call?: If you want to buy a bank, buy a bank. more »
  13. drbob66 on D.R. Horton: Did Anyone Actually Listen to the Call?: Pay $10/share for a company that hasn't reported a quarterly... more »
  14. Ponchovilla on D.R. Horton: Did Anyone Actually Listen to the Call?: Apparently you heard some things that others did not. Cash... more »
  15. BuffettMaster on D.R. Horton: Did Anyone Actually Listen to the Call?: I do not understand the logic of essentially buying cash with... more »