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Book Review: How To Read A Financial Report By John A. Tracy
Book How To Read A Financial Report I took a break from my series of book reviews on the financial crisis to review a book on an unrelated topic (My next book review will be back to the financial...
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Book Review: Financial Statements: A Step-by-Step Guide to Understanding and...
I have decided to do book reviews on some select accounting books. The most recent book I have read is Financial Statements by Thomas Ittelson. Ittelson has an interesting bio for someone who writes...
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QE: Prove It First
By Seeking Delta of http://seekingdelta.wordpress.com “Fed itself has admitted in the last couple days in speeches that they don’t know what they’re doing. They just hope what they’re doing works.”...
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When Is A Bad Business A Good Net-Net? (DNB, AAPL)
Someone who reads my blog sent me this email: Hi Geoff, A company is attractive if it is trading below NCAV and has earned a decent return on equity in the past. I can understand that. But what about...
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PIMCO’s COO Calls For Fiscal Action to Boost the Economy
PIMCO COO DOUG HODGE TELLS FOX BUSINESS THAT “WE’RE IN FOR A SLOW PERIOD OF BALANCE SHEET REHABILITATION” PIMCO Chief Operating Officer Doug Hodge spoke with FOX Business Network’s (FBN) Cheryl Casone...
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Goodwill for S&P 500 Companies Doubled Over Past Decade
More and more in fashion lately in the financial world is companies taking huge write-downs of some flopped acquisitions. Even the big-name players with tremendous resources to scrutinize the...
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Markel Corporation Conference Call: Tom Gayner Still Finding Value
Markel Corporation (NYSE:MKL) reported Operating EPS of $8.29 beating consensus of $5.47. The beat was mainly driven by a lack of catastrophes, a lower accident year loss ratio, and a higher level of...
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Assured Guaranty To Receive $358 Million+ In Settlement With UBS
Assured Guaranty Ltd. (NYSE:AGO) shares rose as much as 6.5 percent on Monday after it was announced that the firm would receive a minimum of $358 million. The Wall Street Journal reports that it’s the...
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GREED And FEAR: Bubble not in EM its Domestic
GREED and fear is out with their latest report today title ‘Greed and Fear (In love with lukewarm)’. Every week we bring you the popular newsletter from CLSA analyst Chris Wood. Readers can check out...
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Elliott Pressure on NetApp a Positive: Barclays
NetApp Inc. (NASDAQ:NTAP) is receiving some interest from famous activist hedge fund Elliott Associates. While some companies (and investors) frown upon activists (or at least certain litigious ones)...
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KKR Efforts Continue to Broaden Exposure to Sovereign Wealth Funds
Credit Suisse analysts met with KKR management recently. CS has some insights into both company specifics and the private equity industry in general KKR report via CS Last week, we had the opportunity...
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Rising Bond Yields Will Hamper Recovery Of Bank Balance Sheets
A sharp rise in bond yields over the past few weeks has threatened recovery in the balance sheets of global banks, according to a report by Tom Braithwaite and Patrick Jenkins of the Financial Times....
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Universal: Better Balance Sheet, Valuation, Business Model Than Peers
Currently, cigarette companies do not look attractive to value investors. The historically defensive industry has been on a rally for the past few years and any value oriented investors who did not buy...
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Federal Reserve FOMC Minutes Confuse; Ben Bernanke Speaks
The minutes from the June FOMC meeting did not provide much new insight. Looking through the “many,” “most,” “some,” and “few” references, the bottom line is that the Committee generally appeared more...
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Before Shorting Canadian Banks
Canadian Banks – What are we taking about? Canada = 35M people. 1.2% annum stable population growth since 1972 (Toronto 2.6/5.6) (Montreal 1.6/3.8) (Vancouver .6/2.3) (Calgary 1.0/1.2)(Edmonton .8/1.1)...
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PayPal: Who Wants To Be A Multi-Quadrillionaire?
It’s tough to see that Regis Philbin hosted game show taking off anytime soon. Had Argentina continued its 300 percent weekly inflation on a near worthless peso at the height of its financial collapse...
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First Solar, Inc. (FSLR) Q2 Earnings Preview
First Solar, Inc. (NASDAQ:FSLR) has retained a Neutral rating from Baird Equity Research analyst Ben Kallo prior to the second quarter earnings. Analysts at Baird expect revenue for the second quarter...
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Warren Buffett Sees Fed As The ‘Greatest Hedge Fund in History’
Warren Buffett termed the United States Federal Reserve the ‘Greatest hedge fund’ as it is capable of earning profit from bond purchases and has a balance sheet balance of more than $3 trillion. He...
View ArticleValue Investing: A Killer Puzzle
Taking a page from the popular US TV serial Breaking Bad, Kewal Kiran Clothing, a low-profile Indian listed company with a high-profile Killer Jeans brand (and a few other ones as well), announced on...
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Zynga Inc (ZNGA) Earnings, What to Expect?
Zynga Inc (NASDAQ:ZNGA) will post third quarter results after the market closes today. Sterne Agee analysts Arvind Bhatia and Brett Strauser expect the numbers to be in line with management’s...
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