Buy Delta Air Lines: Debt And Cost Reductions Are Setting The Stage For A Rally - Seeking Alpha
Buy Delta Air Lines: Debt And Cost Reductions Are Setting The Stage For A RallyAugust 19, 2012 Airlines are a notoriously difficult business. From fuel costs to the capital intensity needed to run an…
Strategic Insider Selling - SEC gives giant loophole to corporate insiders
First off- this is not news. This loophole has been in existence since 2000 but it's sinister characteristics have not been adequately publicized. I am including in this post the entire paper I…
Playing the Long Dividend Game: Heard on the Street - WSJ.com
We scooped the Heard on the Street guys with their good credit default swap credits with high yield. Here's our own list gratis compiled by bright and personable internet Steve Pery …
September Surge?
Last September was not a lot of fun. Fortunately it set us up for a great October and a strong finale into the new year. Small wonder that September is challenging. September's historical record is…
Why is the market going up?
We've blogged repeatedly about our view that the investment community has yet to remark stocks based on a 10 year 2% risk free rate of return. We are now in a period of ultra low interest rates that…
Insiders are selling at a furious clip
The ratio of insider buying to selling has dipped to lows not seen since 2007. Although insider buying is a far more useful indicator than selling, this chart makes me nervous especially after the…
The Dow Jones Credit Suisse Hedge Fund Index Finished Up 1.42% in July
The Dow Jones Credit Suisse Hedge Fund Index Finished Up 1.42% in July New York, August 15, 2012 – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad Index”) finished up 1.42% for…
Thoughts on Apple vs. Samsung trial
I doubt if the two companies will settle and my guess is that it goes to the jury next week. If someone blinks, it will be Samsung. After all the trial is in Apple's backyard and you know the last…
Notes from Enercom 2012
First of all men's suits are back in force. Everyone is wearing a suit. My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…
Analysis: Obama presidency great for stocks. Will it help him? - Yahoo! Finance
Reuters - Barack Obama often gets slammed for his stewardship of the U.S. economy, but for stock investors, hes been one of the best presidents since World War Two.At 1,400, the S&P 500 on Friday…