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- Sanmina-SCI: A Bargain at Current Prices [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Commodities Cool Off - Fast Money Recap (7/7/08) [view article]
- Industrials: The New Safe Haven for Investors [view article]
- Industries to Avoid, Industries to Buy [view article]
- Expensive Commodities and the Stock Market [view article]
- Charles Norton: Investing in Vice Stocks [view article]
- June Defense Sector Update [view article]
- Order Backlogs Are Overrated on Wall Street [view article]
- Lockheed Martin: Defend Your Position with Covered Calls [view article]
- Fast Money Recap - Talking Turkey (5/14/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
Recent LMT Articles
- Wall Street Breakfast: Must-Know News
- Earnings Preview: Lockheed Martin Corporation
- Sanmina-SCI: A Bargain at Current Prices
- Commodities Cool Off - Fast Money Recap (7/7/08)
- Expensive Commodities and the Stock Market
- June Defense Sector Update
- Order Backlogs Are Overrated on Wall Street
- Charles Norton: Investing in Vice Stocks
- Wall Street Breakfast: Must-Know News
- Fast Money Recap - Talking Turkey (5/14/08)
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Sanmina-SCI: A Bargain at Current Prices [view article]
huge call my man ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
PJ568, thanks for your feedback. We largely report adjusted earnings. This is due to the fact that analyst consensus estimates, which are the gauge by which many judge whether a given company has beaten or missed expectations, are formulated based on adjusted earnings. ReplyWall Street Breakfast: Must-Know News [view article]
Many of the numbers referenced above appear to be adjusted and not actual. WB and BSX are two that jumped out as being off. One would expect adequate disclosure from the SA Editor about the numbers being referenced. Constantly reporting and discussing adjusted numbers is a sign of weakness that shouldn't be ignored. Replyancisco
Wall Street Breakfast: Must-Know News [view article]
It is amazing that so much of the financial health of the western world hinges on the performance of these public / private entities Fannie and Freddie. I was once a stockholder (liked the dividend), but sold when it became apparent to me a few years ago that I did not understand who the management worked for. If they are a cornerstone of the economy, the performance of their management needs to be judged by a standard of security, not growth of EPS, which drove them away from their government mission toward chasing the returns of sub-prime loans. Then the government wanted them to broaden the size of loans that they would handle. Despite hating a larger role for government, I have reluctantly come to the conclusion that they neeed to be publicly owned and directed. Ugh. I can't believe that I said that. ReplyWall Street Breakfast: Must-Know News [view article]
why pay attention to moody,s? why pay attention to anybody? all have an agenda & its not to put money in your pocket.once you know that selfserving lying & greed is the game you should think for yourself. ReplyWall Street Breakfast: Must-Know News [view article]
well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably ReplySanmina-SCI: A Bargain at Current Prices [view article]
"8 times earnings"? I'm sorry to be blunt, but that's rubbish. Sanmina hasn't any earnings - it made a loss in the most recently reported quarter. Its guidance for 3rd quarter is a "non-GAAP" earnings of 5 cents/share, but what does that mean, exactly? I know what GAAP net income is. I don't know what "non-GAAP" earnings are. GAAP are there for a reason. If it's not GAAP, it's nonsense. "non-GAAP" earnings for the MRQ were also positive, and GAAP net income was negative, i.e. a loss not a profit. ReplySanmina-SCI: A Bargain at Current Prices [view article]
real nice alert Replyry
Sanmina-SCI: A Bargain at Current Prices [view article]
Overpromising, underdelivering may be true, but isn't that now baked in, at a paltry share price of $1.10?But, how can you refute cash $1.63 and stock price $1.10 in a "cash is king" world ? Reply
Sanmina-SCI: A Bargain at Current Prices [view article]
Agree with TechSavy in general. The Board's decision to bring on Bronson to stop the bleeding was a good one, but not enough and not soon enough. SANM's problems are centered around a total failure in the operational management. Fixing the financials helps, but CEO, Pres Global EMS Ops and EVP Worldwide Sales & Mktg are responsible for dumping 90% of the company's value... ReplySanmina-SCI: A Bargain at Current Prices [view article]
How do you know there is a 90% chance on that contract? What are your comps that allow you to get to 25% preimum to where it trades today? A little support data might help instead of just your general specualtion. SANM also may trade where it does given managements penchant for always overpromising / underdelivering, not to mention back dating issues......... ReplyCommodities Cool Off - Fast Money Recap (7/7/08) [view article]
Great article on oil trusts today on greenfaucet. Talk about how its the perfect way to protect yourself from inflation, how the government created this economic mess, and why old sands will do well long term- hedging. check it out.www.greenfaucet.com/th...
there's a part II coming as well-- discussion about the risks of oil sands and taxes. Reply
Jacome
Industrials: The New Safe Haven for Investors [view article]
UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... ReplyIndustries to Avoid, Industries to Buy [view article]
since we are in a global economy ,whatever happens in China will be felt in the US and viceversa ,at some point in the future the standard of living in China will be close to that in the US ,their standard of living will certainly improve ,think about it you will be able to solve a big piece of this puzzle ReplyExpensive Commodities and the Stock Market [view article]
Dear MomMy job at the Inter Continental Exchange here in Atlanta is going great. I have made a lot of money here for uncle Abdullah. I have learned a lot from
these commodity speculators here in America. They have shown me how to make lot’s of money for myself as well. You see these people here in
America wants to buy all of Uncle Abdullah’s oil. They only want to pay 35 dollars for a barrel of it though. You know it cost uncle Abdullah 10 dollars
to get it to them and he wanted that new home in Dubai so I will do all I can to help out. I found out that I can buy 30 barrels for 5% or less than 2 dollars a barrel on the
Commodities exchange and he doesn’t even have to pump it out of the ground or even ship it. They buy it with there guaranteed pension and insurance
funds so uncle Abdullah’s money is real safe. And when I purchase it is so easy to hide you see they don’t have transparency. That means I can buy and
sell it raising the price each time and know body knows it’s me. It even gets better you see these purchases are called contracts and I get paid for each
contract. This is such a great country.. Sometimes I buy and sell a barrel as many as 30 times before Uncle Abdullah’s ever gives one barrel to the oil
company. My supervisor said there are no rules beyond the ones that we make here in Atlanta. He said they have a watch dog group called the CFTC
that has some silly rules, that makes it wrong for me to corner the market, but there leader is Mr Lukken said we don’t have to abide them. He said we
were a foreign exchange and for that reason those rules don’t apply. I don’t think he knows where Atlanta is though. LOL He is great it takes him 3
months just to generate a report. Maybe he should run for there president. But know matter by then I will have made so much money that I can start up
my own exchange when I get home. I am going to call it the Dubai Exchange. I miss you and will write you later.
Osamah
Reply