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LATEST INSTABLOGS POSTS

  • A Value Guy looks at Tellabs Inc., TLAB
    Tellabs Inc5/10/2010 Tellabs, Inc. is engaged in designing and marketing equipment and services to communications services providers worldwide. The Company’s products and services enable its customers to deliver wireline and wireless voice, data and video services to business and... More »
    Mon, May 10, 2010 TLAB, valuation
  • A Value Guy looks at Dean Foods Co., DF
    Dean Foods Co.5/10/2010 Dean Foods Company is a food and beverage company. The Company operates through two segments: Fresh Dairy Direct and WhiteWave-Morningstar. Fresh Dairy Direct, formerly DSD Dairy, is a processor and distributor of milk and other dairy products in the United States,... More »
    Mon, May 10, 2010 DF, valuation
  • Large insider transactions indicate all was not well at Moody’s
    Moody’s finally fesses up to the fact that they received a Well’s notice from the SEC; this time around things could be different as Moody’s might officially be put out of business. It could actually lose the right to be a rating agency, which in our opinion would be a... More »
  • Mortgage Problems Remain High
    From The Daily Capitalist Three reports came out today regarding residential mortgage delinquencies, defaults, and negative equity. CoreLogic (First American) reported: The number of borrowers with negative equity declined slightly in Q110, but underwater mortgages and borrowers with less... More »
    Mon, May 10, 2010
  • Market Rockets Up 400 points. What now?
    For those of you who didn’t jump in on Thurs and Friday, when the market tanked, there’s still hope.Yes, the market was incredible today. European countries decided to form a $1 trillion plan to defend the Euro and that caused the Dow to jump 400 points. So what does that mean for... More »
    Mon, May 10, 2010
  • Fannie & Freddie Losses Rise Under Market Radar
    Taxpayers are on the hook for all losses of Fannie Mae and Freddie Mac through 2012, which was Treasury Secretary Geithner’s Christmas Eve gift. Risk Aversion Remains Intact Despite Euro TARP. Fannie Mae and Freddie Mac continues to drain taxpayer money as the Treasury provides... More »
    Mon, May 10, 2010 TLT, GLD, DUG
  • US debt rating downgrade forecast as soon as 2013: America's looming Greek Tragedy
    Moody's has run numbers based on CBO budget deficit projections and their own debt service risk tolerances that forecast a US Treasuries ratings downgrade sometime between 2013 and 2018.  Moody's considers debt payments to only be AAA quality up to 18-20% of tax revenue.  Under... More »
    Mon, May 10, 2010
  • Metallurgical Coal
    Metallurgical Coal May 10, 2010   ·      We forecast a 10% increase to $220/Mt for Asia benchmark coking coal prices for the 2Q of 2010 beginning July 1st.  We forecast a further 50% YoY increase to $300/Mt for 2011 and $400/Mt for 2012.  We expect... More »
    Mon, May 10, 2010 WLT, ANR, BTU
  • Correction: This is NOT a Correction...
    Source:  http://williamtellstradecraft.blogspot.com/ http://williamtellstradecraft.blogspot.com/2010/05/case-for-dow-4500-watch-it-unfold-week.html#linksGiven the recent events unhinging the capital markets, public and shadow... I will shift my focus to cover the likely... More »
    Mon, May 10, 2010
  • Wait-And-See Mode
      Monday's sharp rally appears to be a strong vote of confidence to the European Union's plan to remedy its credit crisis. We're waiting to see if the enthusiasm will stick, as true trends to news reactions aren't always clear the first day. The major indexes closed up just under the... More »
    Mon, May 10, 2010 MO, PEP, Consumer Staples