Stephen Rosenman's  Instablog

Full Index of Posts 40 posts, page 1 of 2

• Will Apple Ring In The Old As Well As The New IPhones Next Quarter?

  December 13, 2009 • AAPL

• Apple May Embark On A Whole New Method Of Accounting Next Quarter

  December 08, 2009 • AAPL

• A Tale of Two Cities: Kearney, Nebraska (the Buckle) and New York (J. Crew)

  December 06, 2009

• Novartis Could Be The Biggest Loser (ACL, NVS, NSRGY)

  December 05, 2009 • ACL, NVS, NSRGY.PK

• A Happy New Year Awaits Alcon's Shareholders (ACL NSRGY NVS)

  December 02, 2009

• Did Anyone Listen To DHI's Conference Call?

  December 02, 2009

• The Great Chicken Wing Crisis Gives SAFM A Leg Up

  November 13, 2009 • SAFM, TSN, PGPDQ

• SAFM's Prayers Were Answered (SAFM TSN SFD PDPGQ.PK)

  November 04, 2009 • SAFM, SFD, TSN

• Looking Deeper Into Housing Numbers

  November 03, 2009 • TOL, NVR, LEN

• Alcon Delivers And Moves Ever Closer To $181 (ACL, NVS, NSRGY.PK)

  October 27, 2009 • ACL, NVS, NSRGY.PK

• Future Or No Future: The Two Siblings Moly and Nick (TC, JJN, JJC)

  October 25, 2009

• The Home Builders Represent The Biggest Upside In The Market

  October 12, 2009 • TOL, LEN, PHM

• Time For America Movil To Reap Its Rewards

  October 07, 2009 • AMX

• Beazer Homes, A.K.A. "The Dog", Is Outrunning The Pack

  September 22, 2009

• Sleeping On Your Old Saggy Dollar-Filled Mattress (UUP, FXA, BZF)

  September 12, 2009

• Investing Community Waking Up To Apple's Growth Story

  September 06, 2009 • AAPL

• The Run Up In Crude Prices Outpaces The Baltic Dirty Tanker Index (OIL, FRO, NAT)

  September 06, 2009 • OIL, FRO, NAT

• Inventory Control Helps To Produce Good Quarters At JCG, ANN, CHS

  August 31, 2009

• Keep The Date: Alcon, Novartis, Nestle's

  August 24, 2009 • ACL, NVS, NSRGY.PK

• Buy the Biggest Dog And Teach It To Run (BZH, TOL, DHI, LEN, BKE, CHS)

  August 10, 2009

• Is It Worth Buying Treasuries? (TLT, UUP)

  July 25, 2009

• Should Microsoft and Apple Trade Market Caps? (AAPL MSFT)

  July 25, 2009

• Four Reasons To Buy Nickel (JJN)

  July 24, 2009 • JJN

• Thompson Creek Leaves The Pack Behind (TC, XME)

  July 24, 2009

• America Movil Benefits From Forex (AMX)

  July 24, 2009 • AMX

• UUP Tight Correlation To USD/EUR

  July 11, 2009

• The Great Roller Coaster (Here We Go Again): AAPL, BKE, PCP, VALE

  July 07, 2009 • AAPL, BKE, VALE

• Copper's Green Shoots, U.S. Style

  June 28, 2009 • Copper, Base metals

• A Plea For Better Balance (Sheets): VZ, M, BA to name a few

  June 19, 2009

• Nickel's Breakout

  June 13, 2009 • VALE, copper nickel

• The World's Currencies Favor America Movil

  June 11, 2009

• This Sling Shot Market: Ladish and Precision Castparts

  June 01, 2009

• How many shares can one market handle? Are our equities turning to confetti?

  May 25, 2009 • BAC, WFC, F

• The Double Standard: How the Analyst Consensus Underrates Apple

  May 22, 2009 • MDT

• The Baltic Dry Index and Baltic Dirty Tanker Index: a disparity that cannot go on for long (GNK, EGLE, FRO, NAT)

  May 22, 2009 • FRO, BDI, BDTI