mikemichaelson

Baidu on Track to Beat Q3 Guidance

D.H. - Let me guess - you're short BIDU?

P&G: Get Out from Under the Hood

I agree with Dave. Honestly, what did Noxema provide PG with on the bottom line? This is a $80 Million sale. In a product portfolio of several thousand items, a tiny little line like this doesn't mean anything. Old Spice and Gilette Razors are stalwarts.


On Aug 31 03:57 PM User 479977 wrote:

> As a former P&G-er for many years, I can tell you that this author
> doesn't have a clue about the business.
>
> P&G isn't perfect but it is the best company ever for growing,
> maintaining, and reviving brands. Look at Old Spice as an example
> - a nearly deceased brand that is now young and relevant again.<br/>
>
> By the time of the merger, Noxell was already made up mainly of Cover
> Girl Cosmetics - which continues to do fairly well. Noxzema was and
> is a dead brand since my mother stopped using it more than 40 years
> ago. The shaving creme was a marinal part of an aging and marginal
> brand.
>
> Ditto the soap operas. Check the viewship and demographics.
>
> If you want to learn about P&amp;G, read something from a qualified
> analyst.
>
> Dave

Is a Crash Impending?

He still thinks the S&P 500 is going to 200. Admit when you're wrong Karl.

TIM Report: Sentiment Crosses into Bullish Territory

HIG looks good here at 4.5 times earnings and 0.45 x Book Value.

Sallie Mae Plus 3 Boosted by New Contracts

NNI is the better pick here. It is more stable in terms of earnings and this new servicing contract could significantly increase earnings going forward. Earnings estimates will have to increase to at least $1.80 for 2010 and this should be trading at at least 10 times those earnings.

Converting TARP's Preferred to Common Stock - Great Idea

common stockholders will get heavily diluted should this happen.

Bond Expert: Wednesday Outlook

when are people going to realize that a CDS exchange needs to be set up ASAP. this nonsense in this market can not continue to go on. Hedge funds are able to drive the spreads up to any level they want with little money and no proven collateral to cover the potential defaul losses, thereby gaming the system. the average person doesnt even realize that you don't need to post collateral against your positions in the CDS market to show that you can cover your losses. AIG got into this position and it screwed over everyone because they took on positions over $1 Trillion that they never even had to prove they had collateral to cover losses. Hedge funds are able to manipulate the spreads on these contracts and the ratings agencies look at these spreads to determine credit quality of companies. GE is getting crammed down because of this. Those same hedge funds are also taking short/put positions in the equity of the underlying company and therefore profiting on both the credit and equity side. This game absolutely has to stop.

Google's Search Share Drops 0.5%, So What?

Morgan Stanley expects BIDU's market share to drop 15% over the next few years:

www.tradingmarkets.com.../

Four Reasons to Own Dow Chemical

This is a really bad article. There is no explanation of the competitive advantages DOW has on it's competitors, of the declining free cash flow to a level lower than the required future dividends, of important balance sheet metrices like current ratio or debt/equity ratios, and of the fact that no matter what the current book value is the current credit environment won't allow any company like this to sell off its assets at their current book value to justify what seems like a "cheap valuation" based on price to book value measures.

Blue Chip Dividend Stocks: Five I'm Watching

WFC? Please. They need to raise on the order of $50 Billion in common equity to stay in the game.

Marc Faber Says Time to Buy Gold Exploration Stocks

NAK is the best junior explorer out there.

MGM's Changing of the Guard a Positive Thing

Dan - are you on crack? upward spiral?

Dividend Analysis: State Street Corporation

ryefool - STT is not solely in the business of managing pensions. back office administration for financial companies is a HUGE business and they control this industry.

Earnings Preview: J.B. Hunt

Earnings and projections should be a disaster for J.B. Hunt. The market and analysts are resting their hopes on the intermodal segment of JB Hunt. This quarter should quickly change their opinion. I own a furniture business and every carrier we use that I have talked to is experiencing a significant slowdown.

Rising fuel costs and a weakening customer demand due to a significant slowdown in the U.S. will seriously crimp JBHT's earnings and projections for a rebound will be pushed off until at least 2010. JBHT has a very high debt load relative to cash and assets and currently trades at over 10 times book value and a very high multiple on earnings.

Financial Stocks in a 'Divergent Phugoid'

what the phugoid is this guy smoking? i hope i don't invest in a phugoid...then i'd be phugoided.