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- Host Hotels & Resorts, Inc. F3Q08 (Quarter End 09/05/08) Earnings Call Transcript
- General Electric Company Q3 2008 Earnings Call Transcript
- DragonWave Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Emmis Communications Corporation F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Audiovox Corporation F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Robbins & Myers, Inc. F4Q08 (Qtr End 08/31/08) Earnings Call Transcript
- Total System Services, Inc. Q3 2008 Earnings Call Transcript
- Tortoise Capital Resources F3Q08 (Qtr End 08/31/2008) Earnings Call Transcript
- Intraware, Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- LTX-Credence Corporation Business Update Call Transcript
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TraderMark
248 Comments
Cutting Position in James River Coal, Assuming Failure at Resistance
A wacky market.
Why Don't Earnings Matter Anymore?
I wrote
I like to compare earnings versus growth rates. I use my estimate for the next 3 year growth rate, but what I used below is a 1 year growth rate. So while we hide under the bed about the death of the global economy (ex the USA) we see companies that should be slowing from 30,50,100% type of growth down to 20-30% over the coming years. Those are valued at forward PE ratios of 5.
Pulte, Gafisa: Hot Theories and Housing Stocks
This is a market about allocations to sector, not individual stock selection as "some" say.
Mindless Churn in Trendless Market
+1! :)
ShengdaTech: Smallcap Opportunity
I assumed triple this year's run rate, but it sounds like they meant triple 2007 levels. Thanks for the comment. I can live with $162M in extra sales which is effectively doubling the size of the company.
Game Changer in Solar Energy: PG&E Inks Deal
Understatement of the year :) Trina when it fell to upper 20s not only got zero analyst defense, Goldman Sachs actually came out and downgraded with a target to low 20s. Even after the secondary was priced and that headwind was out of the way - no real analyst defense. THis is what happens when you blindside analysts constantly.
That said, still own a sizeable batch on valuation alone and like Jack like SOL for valuation - even after last week's 30% run its still at forward PE of 14 instead of 11. LDK was also impressive this Q.
Don't forget STP reports Wed this week as well although they have been all over the map in each quarter vs analysts
EZCORP Is Down on Termination of Value Financial Deal
According to the reuters article (take it for what its worth) VFS was acting irrational and probably trying to squeeze out a higher price.
The only irrational thing I see is a company dropping nearly 20% on 1 cent lower EPS ;) I realize maybe its a bit of a slower growth trajectory without these stores but this is a highly fragmented industry and many more acquisition targets.
The market is simply all overreaction - more now than ever before.
Have We Reached the Turning Point?
What was the stock market looking forward to in October 2007 at all time highs?
Have We Reached the Turning Point?
I have about 25 stocks this quarter who have blown up on me, that would argue to the opposite
Massey Energy Posts Big Number But Big Charge Too
Oil needs to stabilize not just go up for a day or two. A 50% retracement of its 70 to 148ish run since August would take it to 110. So we'll see. I am thinking 100ish because sentiment drives oil and humans seem to love big round numbers. If you have a tin foil hat you might believe oil will bottom a week before the election (grin)
Coal is very different from crude; fertilizer is very different from crude. But in a world where hedge funds are the marginal decider of all stock prices, they might as well all be the same thing.
Does Visa's Beat Bode Well for MasterCard?
I am fine with the drop - hoping for $220s and if the market continues to erode might get $200 or better. Still 2 franchies in near monopoly and the global growth story is in inning 1. Many on the globe have never seen a credit card.
Thanks for your points, I understand where you are coming from but I am not sure if that list deserves a 20% type fo premium. But the market says so, and the market is right in the near term :)
Solar Stocks: Cutting Back on Three Names
Not so much. :)
FSLR 1 year ago 100 - now 300 (overvalued all the way?)
TSL 1 year 60 - now 30 (undervalued all the way?)
etc etc.
I await the day polysili is $125-$150 to see how the dynamics in the industry change.
More Liquidity from the Fed: Welcome to the Roach Motel
Solar Stocks: Cutting Back on Three Names
I have some unrealized losses to make up in this group. FSLR continues to exceed my expectations. Tip of the hat to those guys.
Restaurants Hit Hard Times as Two File for Bankruptcy
If you don't have international exposure, in spades, you will have tough times in the next 18-30 months IMO. Or serve the very low end. Sort of the "Walmartization&q... of food. McDonald's should continue to thrive in such an environment.
p.s. you guys have some hilarious screen names in the comment section ;)