Posts under Companies & Securities Category

Oct18

Seems to be a big mix up here as Google's (GOOG) earnings just hit the tape, sending the stock down 9%+. Google Reports Q3 EPS $9.03 vs $10.65 Est; Revenues $11.3B vs $11.87B Est     Disclosure Notice Any securities…

Oct02

I keep repeating that the damage to the indexes is quite contained, all things considered as large sections of the market (global growth, transports, semis) are nowhere to be found.  One obvious example is global construction company Caterpillar (CAT) which…

Oct02

Must be good to be David.  You can load up your firm with puts and short common, whisper something about a company, and make mad profits a few days later as every lemming on earth flees in panic when he…

Sep26

Much like Toll Brothers (TOL) late last month [Aug 22, 2012: Toll Brothers with Solid Report; Says "Most Sustained Demand We've Seen in 5 Years"], Lennar (LEN) reported an outstanding report Monday as the homebuilders left standing (publicly owned, as…

Sep19

There are 2 main cyclical drivers of the domestic market – autos and housing.  We've been mentioning how well housing has been acting much of the year.  Well look who suddenly is acting better as well – the major automakers….