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The Keating Letter

 
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  • Talbots: 2011 EPS Guidance Is Unconvincing
    Feb. 1, 2011 TLB 2 Comments
  • Monster Worldwide Shares Crushed: A Buying Opportunity?
    Jan. 31, 2011 MWW 1 Comment
  • HCC Insurance: Historically Cheap
    Jan. 31, 2011 HCC, HCBK, XL Comment!
  • As Ford Tanks, Now Is the Time to Fill Up
    Jan. 31, 2011 F, GM, TM 39 Comments
  • 11 Stocks Hitting New Lows: Why I Don't Like Martha Stewart or Tellabs
    Jan. 30, 2011 AB, CKXE, GIGM 4 Comments
  • Stock Ideas Worth Watching From Wally Weitz's Letter to Shareholders
    Jan. 28, 2011 DISCK, SWN, IRM 2 Comments
  • Bears Lose: Nine Stocks Hitting New Lows
    Jan. 26, 2011 BALT, FRO, GVP 4 Comments
  • 12 Stocks Hitting New Lows
    Jan. 26, 2011 AB, BALT, EXM 5 Comments
  • Bears Lose: 9 Stocks Hitting New Lows
    Jan. 26, 2011 BALT, FRO, GVP Comment!
  • Sturm, Ruger Analysis: Giffords Tragedy Again Spotlights Firearms Industry
    Jan. 25, 2011 RGR 7 Comments
  • Four Cheap Reinsurers to Research: Historically Low Price to Book
    Jan. 25, 2011 XL, MRH, PRE 7 Comments
  • Hudson City Hits New Lows: Wait to See How Government Deals With GSEs Before Buying
    Jan. 24, 2011 HCBK 14 Comments
  • David Einhorn Releases Q4 Investor Letter: Bearish on Bernanke
    Jan. 23, 2011 GLRE, JOE, ARKAY 19 Comments
  • M&F Worldwide Hits New Lows: What You Need to Know
    Jan. 22, 2011 MFW, LO, REV 2 Comments
  • Weekend Research: 17 Stocks Hitting New Lows on January 21, 2011
    Jan. 22, 2011 ACOR, BFSB, CLNE 13 Comments
  • Value Trap or Play? 12 Smallcaps Hitting New Lows
    Jan. 20, 2011 BCRX, CBEH, CILE 11 Comments
  • Nine Value Stocks on the 52-Week Low List for January 19, 2011
    Jan. 19, 2011 AB, BCRX, CILE 20 Comments
  • Trading the Imminent Debt Ceiling Debate: Long TBT, Short TLT
    Jan. 18, 2011 TBT, TLT 10 Comments
  • 11 Stock Picks for 2011: My Top (Relatively Safe) Holdings
    Jan. 17, 2011 BKS, SNV, BH 44 Comments
  • Biglari Holdings: Ready for the Next Phase of Growth
    Nov. 28, 2010 BH 20 Comments
  • Air Methods and the New Healthcare Law: How Long Will They Survive?
    May. 10, 2010 AIRM 34 Comments
  • Huron Consulting: The Race to Normalized Earnings
    Apr. 15, 2010 HURN 4 Comments
  • High Conviction: The Buffett of Burgers
    Apr. 15, 2010 BH 68 Comments