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  • Time to Bail on Shale? [View article]
    Great article. One negative: for XTO shouldn't organic production increases be emphasized, not total increases? Acquisitions have no impact on total US production.
    Nov 23 08:16 am |Rating: 0 0 |Link to Comment
  • Sigma-Aldrich Corporation Q3 Earnings Call Transcript [View article]
    Transcription quality not good.
    Oct 22 20:16 pm |Rating: 0 0 |Link to Comment
  • Running with Skechers USA [View article]
    If it is worth $25.00, why would you sell it if it falls to $20.00 (without any news)? If you feel there are all these people who know something you don't, you shouldn't be in the market.
    Oct 22 18:16 pm |Rating: 0 0 |Link to Comment
  • What Is McDonald's Thinking? [View article]
    Net debt (debt minus cash) is 8.8 billion. Tangible equity is 10.9 billion, and they have lots of real estate bought long ago, and so undervalued on their books. Many companies with "steady" cash flow have much higher debt to tangible equity ratios
    Sep 25 09:24 am |Rating: +3 -1 |Link to Comment
  • Avista: A Safe Bet in Utilities [View article]
    Almost all their business is as a local utility. They do have an energy management business which they are trying to make sufficiently attractive for sale - I can't imagine them getting more than the equivalent of $2.00 a share (that would be great). Other operations are insignificant and seem to lose tiny bits of money. I own AVA, but not because it is diversified.
    Sep 25 09:14 am |Rating: +1 0 |Link to Comment
  • Retail Figures Show Continuing Consumer Deterioration [View article]
    Whoops, WMT SS were down even excluding fuel.
    Aug 19 08:49 am |Rating: 0 0 |Link to Comment
  • Retail Figures Show Continuing Consumer Deterioration [View article]
    Your SS sales for WMT must include gasoline, where a big drop in price affected results. Without gasoline, SS were up at WMT
    Aug 19 08:06 am |Rating: 0 0 |Link to Comment
  • Chain Restaurant Same Store Sales Components Still Negative [View article]
    Thanks for the summary
    Jul 24 08:45 am |Rating: +1 0 |Link to Comment
  • Calculating Maintenance Cap Ex: J&J, Wal-Mart, Atwood Oceanics [View article]
    Good post.
    Jun 24 09:14 am |Rating: 0 0 |Link to Comment
  • Shareholders: Look What CEOs Are Doing with Your Money [View article]
    Actually, it was $140,000 that SKX paid. Greed and entitlement knows no limits.
    May 09 22:31 pm |Rating: +3 0 |Link to Comment
  • Dorman Products: Benefiting from Auto Parts Retailers' Recent Market Performance [View article]
    When I was following company in detail, they were "controlling" AR by selling part of them.
    Feb 23 20:21 pm |Rating: 0 0 |Link to Comment
  • West Pharmaceutical Services, Inc. Q4 2008 Earnings Call Transcript [View article]
    Quality of transcript is very good.
    Feb 19 18:37 pm |Rating: 0 0 |Link to Comment
  • Sigma-Aldrich Q4 2008 Earnings Call Transcript [View article]
    Transcription for formal presentation was very good, and it was serviceable for Q&A.
    Feb 11 22:04 pm |Rating: 0 0 |Link to Comment
  • Charles River Laboratories International, Inc., Q4 2088 Earnings Call Transcript [View article]
    Transcription of last part of formal presentation was clear. 1st part of Q&A was terrible, so I will have to listen to it.
    Feb 10 22:18 pm |Rating: 0 0 |Link to Comment
  • Parker-Hannifin Corporation F2Q09 (Qtr End 12/31/08) Earnings Call Transcript [View article]
    transcript was of good quality. Thanks.
    Jan 20 20:54 pm |Rating: 0 0 |Link to Comment
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