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EIA Reports Surprise Gas Build - Analyst Blog

Fri, 04 Dec 2009 18:36:55 GMT

In its weekly release yesterday, the Energy Information Administration (EIA) reported a surprise 2 billion cubic feet (Bcf) addition to natural gas stockpiles for the week ended November 27, far off analyst expectations that hoped for inventories to remain flat, or possibly even show a drawdown. This takes the current storage level to a new record high of 3.84 trillion cubic feet (Tcf), which is up 14.0% from last year's level and 14.5% above the five-year range (as clear from the nearby chart from the EIA). Current stocks are 470 Bcf above last year’s level and 487 Bcf above the five-year average. The inventory addition was in sharp contrast to the five-year-average net withdrawal of 43 Bcf and last year's drawdown of 64 Bcf.?? ? ? The relentless increase in gas storage levels has meant that[More...]

The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Fri, 04 Dec 2009 14:19:07 GMT

As expected, Bank of America (BAC) will repurchase its $45 billion TARP preferreds, funded in part by an additional $18.8 billion in "common stock equivalents", $4.0 billion in asset sales, and $1.7 billion in restricted stock issued to employees in lieu of cash bonuses.[More...]

Forget Yesterday, It's All About Jobs

Fri, 04 Dec 2009 13:21:30 GMT

Good morning. Stocks tanked in the last half-hour on Thursday and while the major news outlets attributed the decline to either profit taking or some trepidation in front of this morning's big Jobs report, we'd like to offer a little more substantial reason for the 85 point dive on an otherwise subdued day of trading.[More...]

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

Fri, 04 Dec 2009 04:14:41 GMT

The Federal Reserve's balance sheet declined by $15 billion to $2,183 billion from the prior week, after the Fed presumably offloaded $2.7 billion in MBS: this is the first time since QE started that MBS holdings have declined. If anyone can tell us just who the idiots are who bought MBS from the Fed (and at what price), and who the even greater idiots are who are supposed to believe this, please send us an email.[More...]

China Will Continue To Drive The Global Economic Recovery In 2010

Thu, 03 Dec 2009 14:38:07 GMT

China isn’t just leading the global economic recovery – it’s lapping the field.[More...]

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Thu, 03 Dec 2009 13:15:56 GMT

Back in June, we discussed commercial real estate at length following attendance at a large real estate conference in NYC. Our tone was cautious and one question we wondered about was the percentage of GDP that real estate represents. We actually came across the answer back in August and meant to share then, but didn't get to it. Since the question/topic remains highly relevant to considering the potential negative economic drag from depressed real estate activity, we're sharing now -- the following table is from an 8/28/09 NYTs article, "Construction That Fueled Growth in the Sun Belt Slows":[More...]

Credit Market Overview: Dec 3, 2009

Thu, 03 Dec 2009 12:59:02 GMT

The credit crunch crisis of confidence which we appear to be crawling out of even though the debt and equity markets catapulted themselves higher earlier this year could be similarly argued to be a crisis that started in the credit markets which crunched confidence around the world as it could a collapse in confidence in the value of the securities investors held which corrupted the credit markets causing them to cease funding.[More...]

Grab Some Northern Exposure With EWC

Wed, 02 Dec 2009 21:39:42 GMT

Emerging markets are captivating investors again, but tidy profits aren’t always far away. Placing your bets on well-established global markets can also prove rewarding. That's why we're looking at Canada.[More...]

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Wed, 02 Dec 2009 21:20:20 GMT

U.S. job losses in the private sector slowed in November but still exceeded economists’ projections, a report by payroll-processing firm Automatic Data Processing (Nasdaq: ADP) indicated yesterday (Wednesday).[More...]

Why Barrick Closed Their Gold Hedge

Wed, 02 Dec 2009 19:15:14 GMT

It sure looks like gold is going to close above $1,200 an ounce today in New York. And large open market purchases from central banks in China, India and Russia are only helping the price surge more. (Just one year ago, some of these same central banks were actually selling gold in an attempt to fill an annual 10,000-ton supply gap.)[More...]

Big Banks Trade Stocks to Make Money

Fri, 16 Oct 2009 16:48:00 GMT

Oct. 16--NEW YORK -- The big banks are showing they can still make money, even as Main Street struggles -- though not from lending, refinancing homes or other bread-and-butter business.
Citigroup, the shakiest of the major banks during the financial crisis, reported Thursday it eked out a quarterly profit from trading, despite suffering more losses on consumer loans.
Goldman Sachs Group said Thursday that third-quarter earnings swelled to $3.03 billion, more than triple what it made a year ago.

: iStockAnalyst.com Symbols Feed

EIA Reports Surprise Gas Build - Analyst Blog

The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Forget Yesterday, It's All About Jobs

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

China Will Continue To Drive The Global Economic Recovery In 2010

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Credit Market Overview: Dec 3, 2009

Grab Some Northern Exposure With EWC

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Why Barrick Closed Their Gold Hedge

Big Banks Trade Stocks to Make Money

Zimmer rises following upgrade to 'Outperform'

Lennar, Boston Scientific, Imax are big movers

State's Biggest Companies Down but Not Out: As Wall Street Panicked, Minnesota's Biggest Companies Kept Cool, Made Tough Choices and Planned for What They Believe Are Better Days Ahead. They Are Still Waiting.

Mid Day Deals: Schering-Plough -Merck, MannKind - Pfizer, Henry Schein, Hale Capital - Autodesk

Henry Schein Acquires Ortho Organizers

Zimmer Appoints New Director

Henry Schein Says 4Q Net Income Fell 27 Percent

BRIEF: Dentsply's 2008 Sales Rise 9.1%

BRIEF: Dentsply's 2008 Sales Rise 9.1%

Analyst Choice Updated Analysis on DENTSPLY International Inc., PAETEC Holding Corp., Antigenics Inc., Cubist Pharmaceuticals Inc., Alkermes Inc. and Biogen Idec Inc.

Patterson Companies Reports Improved Second Quarter Operating Results

RidgewaterEquity.com Free Fundamental Sector & Market Research on DD, MRO, M, SRZ, PDCO and SAPE

BenchmarkJournal.Com Free Analyst Review for ESRX, PDCO, FMCN, SEPR, PETM and CTSH

BenchmarkJournal.Com Free Analyst Review for HNZ, BMO, CTB, BSX, XRAY and YHOO

Patterson Companies First Quarter Conference Call Scheduled for August 20, 2009

DENTSPLY International Inc. to Present At the 2009 Barrington Healthcare Conference in Chicago

BIOLASE Reports Second Quarter, Six-Month Results

NxStage Reports Second Quarter 2009 Financial Results

Henry Schein Reports Second Quarter Results

Form 4 ZIMMER HOLDINGS INC For: Dec 02 Filed by: CRINES JAMES T (10K)

Form 4 ZIMMER HOLDINGS INC For: Dec 02 Filed by: DVORAK DAVID C (10K)

Form 4 HENRY SCHEIN INC For: Dec 01 Filed by: KABAT DONALD J (10K)

Form 4 HENRY SCHEIN INC For: Dec 01 Filed by: ALPERIN BARRY J (10K)

Form 4 PATTERSON COMPANIES, For: Nov 25 Filed by: Anderson Scott P (10K)

Form 4 ZIMMER HOLDINGS INC For: Nov 24 Filed by: Phipps Chad F (10K)

Form 4 MILES JOHN C II For: Oct 06 (10K)

Form 4 ALFANO MICHAEL C For: Oct 06 (10K)

Form 4 WISE BRET W For: Oct 06 (10K)

Form 4 WARADY TIMOTHY For: Oct 06 (10K)