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- 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]
- Government Accountability Office Rules for Boeing, but Now What? [view article]
- June Defense Sector Update [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Order Backlogs Are Overrated on Wall Street [view article]
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- Global Giants and Diversifiers To Supercharge a Portfolio [view article]
- Wall Street Breakfast: Must-Know News [view article]
Recent NOC Articles
- Wall Street Breakfast: Must-Know News
- Commodities Cool Off - Fast Money Recap (7/7/08)
- Government Accountability Office Rules for Boeing, but Now What?
- Wall Street Breakfast: Must-Know News
- Wall Street Breakfast: Must-Know News
- Wall Street Breakfast: Must-Know News
- June Defense Sector Update
- Order Backlogs Are Overrated on Wall Street
- Wall Street Breakfast: Must-Know News
- Industrials: The New Safe Haven for Investors
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Wall Street Breakfast: Must-Know News [view article]
Where do you find what the price of oil closed at? ReplyWall Street Breakfast: Must-Know News [view article]
The rich are different from you and me! ReplyWall Street Breakfast: Must-Know News [view article]
How come foreigners can keep assets here and not be taxed on interest, capital gains, estates etc., but American's who do the same overseas are criminals? I guess we are against illegal immigration unless they are rich! Replyancisco
Wall Street Breakfast: Must-Know News [view article]
An interesting juxtaposition of articles:1. New rules against naked short selling by traders who are trying to bring down Fannie Mae and Freddie Mac, and with them the entire home mortgage industry in the name of creative destruction, er. profit.
2. One of the great Swiss banks has been helping US clients illegally avoid some $17 billion in taxes. I'm not sure what the UBS PR office has to say, other than that they will stop taking such clients in the US.
There are a few changes that we can believe in. Reply
Wall Street Breakfast: Must-Know News [view article]
Any comments on Banro (BAA)?? ReplyWall Street Breakfast: Must-Know News [view article]
i have two questions. is spwr dropping because of disappointment with cypress? is yum dropping because china overall growth slowed a little? 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... ReplyGovernment Accountability Office Rules for Boeing, but Now What? [view article]
Why is everyone jumping on McCain, that is because Boeing wants you to. Boeing is still pissed off about the old tanker lease deal that McCain stopped. If that deal would have gone through we the taxpayers would have over paided for an old aircraft that Boeing needed to sell off because sales of the B767 had dropped.Boeing thinks they can do anything, well they had their hands slapped and are trying to get even and you fools are falling for it.
Ask Boeing why they are going to charge the government $300 million for a 100 day protest. As a tax payer I would demand a line by line entry and explaination for each charge. Reply
Government Accountability Office Rules for Boeing, but Now What? [view article]
Captain Tom, please cut the jingoistic rheteric. Most of the work on Boeing's 787 is done by foreign workers in Europe and Japan. ReplyGovernment Accountability Office Rules for Boeing, but Now What? [view article]
The GAO summary appears to mean that the actual GAO opinion is an indictment of the how the procurement was handled. A minor revision and recompetition will not be appropriate if the actual 67 page GAO decision is anywhere near as strong as the GAO summary. The strength of this opinion is all the more remarkable when contrasted with the high level AF statements at the time of the award that NOC had won the competition decisively. The AF should issue a new solicitation and the Source Selection participants, including the Source Selection Authority, should be untainted (i.e. new). It appears that nothing short of a complete new competition will suffice to ensure the absolute neutrality of the evaluators and decision-maker. The AF and Congress (collectively, not just Senator McCain) need to determine how the issue of foreingn subsidies will be handled and it needs to be stated in the RFP. The AF should clearly state its requirements anew and then apply the evaluation criteria to each competitor's proposal equally. It is not that difficult to do. Keep it simple, perform the evaluations and conduct the source selection fairly, and make an unbiased decision. ReplyGovernment Accountability Office Rules for Boeing, but Now What? [view article]
GAO AGREED AND STATED THAT THE AIR FORCE FAILED TO STICK TO THE EVALUATION CRITERIA.McCain's letter to the defense secretary changed the decision... The Air Force changed the criteria four days later after McCain's letter was sent to defense secretary, Robert Gates.
McCain is a crook who hides behind this phony ethics mask and is just as guilty as Clinton of back door deals to pad his lobbyist and
buddies pockets which in a "return favor' dump PAC and Lobbyist money into his Presidential Campaign.
Just call him
McCaiNOEthics
Reply
June Defense Sector Update [view article]
"a decline in defense stocks was an overreaction to issues unrelated to the sector"Both ITA and PPA have underperformed the S&P 500 this year...they've been terrible etf's to own in 2008. Reply
Wall Street Breakfast: Must-Know News [view article]
Commonsense1, this issue of derivatives is now been addressed more directly by Goldman Sacs, they are going to put in auction SIV's structured investments derivatives currently value at 7 billion, so the market will decide for the first time how much are these papers worth and allow a working price for these and other kind of derivatives in the future...so no more second guesses... the market will tell how much they are worth just like in a common stock. Replyancisco
Wall Street Breakfast: Must-Know News [view article]
How time have changed - re the Merrill Lynch survey. Stagflation; slowing world economy; heavy in cash; yet also heavy in emerging markets. The "expert practitioners" must really believe that the world economy has reached a point of development where it is better, not worse, than the US economy during downturns. Reply