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Earnings Review Of Note Monday-Tuesday

Mon, 27 Apr 2009 11:59:36 GMT

Some names I am looking at early this week Monday Fund holdings - Baidu.com (BIDU) and First National Financial (FNF). The former broke through the 200 day moving average Thursday but I cut it down to 1 share on super froth. The latter has been stagnat the past 8 days, with each day an intraday low hitting the 50 day moving average. Very strange. I cut back a bit to a 2.5% stake since I have double jeopardy in these guys with FNF and FAF. I expect good things but the stock action has been weak"ish" and this is the more expensive of the two - not that[More...]

Hedge Fund Best Ideas and Consensus Follow-Up

Thu, 15 Jan 2009 21:00:00 GMT

In late 2006 I proposed tracking a portfolio of 10 hedge fund managers I considered to be great stockpickers. In sounded good to me in theory, but I always like to let the data speak for itself so I then went and backtested two strategies based on their 13F filings. Top Holdings - This selected the top 2 holdings from each manager to form a portfolio of 20 holdings. Consensus - This selected the most popular ten holdings among the managers. The ten managers were: Baupost Group Blue Ridge Capital Warren Buffett Eminence Capital Greenlight Capital Lone Pine Capital Maverick Capital Okumus Capital Private Capital Tiger Global This process literally took me and a co-worker a month to complete by hand. I found that these two naive strategies of[More...]

Five Ideas For 2009

Fri, 02 Jan 2009 03:13:00 GMT

I thought I would summarize a few ideas mentioned on World Beta over the past few months as potential trading ideas based on some simple quant research. 1. Follow a simple tactical asset allocation model. With returns near flat the model performed admirably in 2008 - look for an update to the white paper with out-of-sample numbers sometime in late January. The model is currently 100% in cash/bonds. 2. Look for a particularly pronounced January Effect in beaten down microcaps. I found that following the worst 10 years in stocks since 1927, the average return for microcaps in January was around 18% with no down years. An investor could either go long[More...]

Let the Tiger Cubs Manage Your Portfolio

Mon, 22 Dec 2008 16:21:00 GMT

If you had to name the top hedge fund managers ever, Julian H. Robertson would certainly be on the list. Robertson successfully ran the Tiger Funds for many years, and an entire book is written about Robertson (Julian Robertson: A Tiger in the Land of Bulls and Bears). The Tiger Funds reached a peak of $22 billion in assets in 1998. After many years of strong outperformance, Robertson suffered large losses and while the S&P 500 index climbed 21% in 1999, Tiger declined 19%. Tiger’s largest equity holding at that time was U.S. Airways, whose troubles dragged down Tiger's overall returns. As a result of such missteps, Robertson closed his investment company in March 2000 and liquidated the remaining $6 billion in investments. After[More...]

QikReview: Top Other Foreign Mutual Funds

Tue, 15 Jul 2008 19:57:00 GMT

Below is a brief review of the three other foreign-oriented mutual funds (World Stock, Latin America, and Diversified Emerging markets).[More...]

Media Digest for 5/9

Fri, 09 May 2008 13:36:15 GMT

Submitted by Optiondragon[More...]

Will Danoff: Morningstar Domestic Fund Manager 2007

Sat, 05 Jan 2008 18:14:21 GMT

Morningstar announced their Fund Managers of 2007. The honors for top domestic stock fund manager went to Fidelity’s Will Danoff, manager of the 5 Star Rated Fidelity Contrafund (FCNTX), returning 19.78% vs. 5.49% for the S&P 500 index.The top 25 holding of Contrafund as of 11/30/2007 are listed below. The stocks are ranked by the percent of assets invested in each stock, namely GOOG was the largest position while C was the smallest. Note that the top 10 positions returned the bulk of the performance. [More...]

Mexico's America Movil 3Q profits up 50.6 percent

Tue, 27 Oct 2009 00:46:00 GMT

MEXICO CITY - America Movil SA, Latin America's largest phone service provider, reported a 50.6 percent increase in third quarter profits Monday, citing "incipient economic recovery" in several South American countries.
Net profit totaled 18.7 billion pesos ($1.4 billion) in the July-September period, compared to 12.4 billion pesos during the same span of 2008, the Mexican company reported.
However, America Movil noted that subscriber growth "remained subdued" in most countries, adding that Brazil was a notable exception.

[More...]

Tracfone tests cheap unlimited plan on Verizon

Wed, 15 Jul 2009 20:52:00 GMT

NEW YORK - Tracfone Wireless, the country's largest provider of "prepaid" cell phones, is quietly testing a new service that appears to be a response to the fierce price competition in the prepaid market.
Tracfone's chief executive, F.J. Pollak, said Straight Talk is a test for the company, whose main customer base uses a phone for fewer than 100 minutes per month, paying an average of $10 per month.
The new plans are a better value for more-frequent callers, and represent Tracfone's entry into the unlimited plans at the "high end" of the prepaid market.

[More...]

Earnings Preview: AT&T to report 1Q results - Apr 20 2009 8:57PM

Tue, 21 Apr 2009 00:52:00 GMT

NEW YORK - AT&T Inc. reports its first-quarter results on Wednesday.
The following is a summary of key developments and analyst opinion related to the period.
OVERVIEW: The largest telecommunications company in the country is expected to post relatively steady results for the first quarter, fulfilling its role as a safe haven in stormy times.

[More...]

Earnings Preview: AT&T to report 1Q results - Apr 20 2009 5:02PM

Mon, 20 Apr 2009 20:57:00 GMT

NEW YORK - AT&T Inc. reports its first-quarter results on Wednesday.
The following is a summary of key developments and analyst opinion related to the period.
OVERVIEW: The largest telecommunications company in the country is expected to post relatively steady results for the first quarter, fulfilling its role as a safe haven in stormy times.

[More...]

Cut-rate prepaid plans shake up wireless industry

Mon, 20 Apr 2009 17:55:00 GMT

NEW YORK - As wireless carriers start reporting first-quarter results this week, investors will be looking at the effects of some spectacular price cuts for prepaid cell phone service.
In January, Sprint Nextel Corp. made a bold move to capture a larger share of the prepaid market, launching a service with unlimited calling, texting and Web access for $50 per month under its Boost Mobile brand.
Sprint's price cut left Virgin Mobile USA Inc., another big player in prepaid, in an untenable position with its $80 per month unlimited plan.

[More...]

America Movil and Qualcomm Empower Users to Mobilize Their Online Lives

Mon, 27 Jul 2009 11:27:00 GMT

Qualcomm Incorporated , a leading developer and innovator of advanced wireless technologies, products and services, and America Movil , the leading provider of wireless services in Latin America, today announced an agreement to deploy Qualcomm's Plaza Mobile Internet offering to power America Movil's Ideas Widget service across all of its 18 subsidiaries in Latin America, reaching more than 190 million wireless subscribers.[More...]

TracFone Applauds Wireless Prepaid Access Device Enforcement Act

Mon, 18 May 2009 15:37:00 GMT

TracFone President and CEO FJ Pollak issued the following statement today in response to the introduction of the "Wireless Prepaid Access Device Enforcement Act of 2009" , introduced last Thursday in the U.S. House of Representatives:[More...]

Telcel, GE Security, and Numerex Join Forces to Expand Wireless Security Monitoring Capabilities to Mexico

Tue, 28 Apr 2009 11:05:00 GMT

Mexico's largest mobile phone carrier to use GE Security's alarm monitoring panel and Numerex's Machine-to-Machine technology under Telcel brand[More...]

Free Cell Phone Service for Nearly 450,000 of Philadelphia Area's Poorest Residents Blocked by Handful of City and County Officials

Thu, 29 Jan 2009 13:56:00 GMT

Red Tape, Foot-dragging Stops Benefits of Federal Program for Universal Telecommunications Access From Reaching Those Needing It Most in Philly Area; Only Chester and Montgomery Counties Are On Board So Far.[More...]

America Movil to Bring iPhone 3G to 10 Countries in Latin America on August 22

Wed, 06 Aug 2008 15:49:00 GMT

America Movil, the leading wireless service provider in Latin America, today announced that it will bring iPhone 3G to 10 more countries in the region on August 22.[More...]

America Movil and Apple to Bring iPhone 3G to Mexico on July 11

Mon, 09 Jun 2008 19:15:00 GMT

America Movil, the leading wireless service provider in Latin America, and Apple today announced that the highly anticipated iPhone 3G will be available in Mexico on July 11. iPhone 3G will be available in America Movil's other Latin American operations, including Argentina, Brazil, Central America, Chile, Colombia and the Dominican Republic later this year. iPhone 3G combines all the revolutionary features of iPhone with 3G networking that is twice as fast* as the first generation iPhone, built-in GPS for expanded location based mobile services, and iPhone 2.0 software which includes support for Microsoft Exchange ActiveSync and runs the hundreds of third party applications already built with the recently released iPhone SDK.[More...]