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Insider Buys And Sells: Weekly Wrap-up

Mon, 02 Nov 2009 19:39:37 GMT

For all the analysts and pundits in the financial media, there is still no better judge of a company's health and future prospects than the owners and executives of those companies themselves, along with major institutional shareholders.[More...]

Death Of The Diversified Discount

Fri, 30 Oct 2009 18:38:37 GMT

We highlight companies that have done an exceptional job investing free cash flow (and those that have not).[More...]

Recession Ended Last Quarter, Future Still Murky

Mon, 27 Jul 2009 20:46:00 GMT

Many signs are now pointing towards a possibility that we may have seen the worst of the economic downturn. This is certainly a conclusion that is being drawn by many leading economists. In the recent days we have seen two major housing reports showing unexpected increases in both new home sales as well as sales of existing homes. A few companies, such as Caterpillar and Ingersoll-Rand have reported an uptick in machinery and refrigerated trailer sales, which have traditionally been quite a reliable indicator of economic activity on the rise. However, consumer spending is likely to stay at low levels as unemployment rate will continue to rise for the immediate future. And with the consumer focused on rebuilding savings and paying down debt, one would expect the credit sector and the retail sector to take[More...]

Analyst Blog: Slack In The Industrials System

Wed, 17 Jun 2009 11:59:28 GMT

No Green Shoots in Industrial Production The Fed's report on Industrial Production (IP) and Capacity Utilization (CU) was downright dismal. CU is a particularly important thing to look at since as the chart below shows (from http://www.calculatedriskblog.com/) it almost always turns up right at the point that the NBER eventually decides is the end of a recession. Furthermore, it does not tend to provide a lot of false signals. Total capacity utilization fell to yet another record low (records go back to 1967) of 68.3%. Before this downturn, the worst the country had ever seen was 70.9% in December 1982. This was down from 60.0% in April and 69.4% in March, so the rate of decline actually accelerated in May. Thus, one cannot even make a second derivative argument that things are getting better (or worse at a slower pace). The average utilization[More...]

Cap Utilization To Give Clues

Wed, 10 Jun 2009 19:04:37 GMT

Will Capacity Utilization Tell Us the Recession Is Over? Next week, we will get an important clue if the recession is ending or not in the form or the Industrial Production and Capacity Utilization reports. The recent decline in the four-week moving average of initial claims for unemployment has suggested that the recession might be coming to an end. It is due out again tomorrow morning, and will look for confirmation in that indicator after it ticked back higher last week. Certainly the credit market indicators -- like the TED spread and the spreads of junk bonds over treasuries -- have improved dramatically from the awful levels seen during the winter. Commodities, particularly industrially sensitive ones like oil and copper, have rebounded strongly from their lows, even if they remain far below their highs of a year ago.[More...]

Smart Money Betting On Heavy Machinery Stocks Gaining In 2009

Tue, 09 Jun 2009 16:51:21 GMT

One of the greatest assets you can have as a trader or investor is having the ability to spot trends, and use that information to draw conclusions about what will occur in the future.[More...]

Berkshire Hathaway Stock Holdings And Investment Ideas

Tue, 26 May 2009 18:52:28 GMT

Warren Buffet’s Berkshire Hathaway filed its first quarter 13-F with the SEC last week. From the filing, you may find a few investment ideas from where Buffet is putting his money, as noted by Morningstar. At the end of the first quarter, Berkshire holds a total of 41 stocks in its equity portfolio, with American Express (AXP), Coca Cola (KO), Johnson & Johnson (JNJ), Kraft Food (KFT), Procter & Gamble (PG), US Bancorp (USB) and Wells Fargo (WFC) being the largest holdings. Company [More...]

The Meek Continue To Dominate Equities

Mon, 27 Apr 2009 05:49:10 GMT

Early in April after a month long run off the bottom I posted a list of equities that gained at least 60% in the preceding 4 weeks (Apr 5: The Meek Shall Inherit the Earth: 92 Stocks Over $10 Returning 60%+) The list was a whose who of beaten down merchandise. Generally, by week 4-5 of an oversold rally these type of names begin to peter out but the ramp has been relentless in lower quality, low price stocks. My gut tells me quant (and other varieties) of hedge funds have been shorting these names, using fundamental reasons - expecting some pullback after huge runs - only to be run over again and again even in week 6 and 7 of this rally. All it takes nowadays is saying "business has stabilized at the worst levels we've seen in decades" to elicit glee and massive short covering rallies. While the market was flattish last week, I[More...]

President has links to energy: UM leader is on company boards.

Tue, 01 Dec 2009 21:04:00 GMT

Dec. 1--University of Missouri System President Gary Forsee has ties to companies that oppose cap-and-trade legislation but also to those that stand to benefit if it passes.
His recent letter urging federal lawmakers to oppose the bill "represents his position solely as president of the University of Missouri System," spokeswoman Jennifer Hollingshead said.
"While he continues to support green and conservation initiatives that are in everyone's best interest, he remains concerned -- as outlined in the letter -- that the University of Missouri will be subject to the financial ramifications of the legislation should it become law."

: iStockAnalyst.com Symbols Feed

Insider Buys And Sells: Weekly Wrap-up

Death Of The Diversified Discount

Recession Ended Last Quarter, Future Still Murky

Analyst Blog: Slack In The Industrials System

Cap Utilization To Give Clues

Smart Money Betting On Heavy Machinery Stocks Gaining In 2009

Berkshire Hathaway Stock Holdings And Investment Ideas

The Meek Continue To Dominate Equities

President has links to energy: UM leader is on company boards.

Furnace Fix-Its May Be Finished

IRELAND: Hot Eire?

Several Of Region's Office Holders Own Diverse Array Of Investments

New Jersey Stocks Rise After Signs Show Recession is Nearing End

Ingersoll-Rand Profits Impress

Passavant Area Hospital to make $2.3M in upgrades

Has the Economy Reached the Bottom?

Widow Awarded Nearly $1 Million: Majority of Judgment in Suit Might Not Be Paid

Morgan Stanley, Ford, Yahoo, AirTran big movers

Ingersoll Rand Pledges to Become a U.S. Department of Energy Save Energy Now Leader

Ingersoll Rand Endorses Rebuilding America Campaign

Ingersoll Rand to Present at Baird's 2009 Industrials Conference

Ingersoll Rand Announces 2009 Third-Quarter Earnings Per Share of $0.68 From Continuing Operations; and Available Cash Generation of $1.2 Billion Year-to-Date

Knox County Ceremony to Launch $16.2 Million in Infrastructure Improvements

Ingersoll Rand Declares Quarterly Dividend

Ingersoll Rand Announces 2009 Second-Quarter Earnings Per Share of $0.41 From Continuing Operations; $0.50 Per Share Excluding Restructuring Costs

BenchmarkJournal.Com Free Analyst Review for IR, OFC, CF, FDX, GIL and OLN

Ingersoll Rand Schedules Conference Call and Webcast to Announce Its Second-Quarter Financial Results

John Conover Named President of Ingersoll Rand’s Security Technologies Sector

Form 4 Ingersoll-Rand plc For: Dec 02 Filed by: WYMAN TODD D (10K)

Form 4 Ingersoll-Rand plc For: Dec 01 Filed by: NACHTIGAL PATRICIA (10K)

Form 3 Ingersoll-Rand plc For: Nov 16 Filed by: WYMAN TODD D (10K)

Form 4 GODSOE PETER C For: Nov 04 (10K)

Form 4 COHON JARED L For: Nov 03 (10K)

Form 4 Ingersoll-Rand plc For: Oct 29 Filed by: HENKEL HERBERT L (10K)

Form 4 SHAWLEY STEVEN R For: Oct 26 (10K)

Form 4 Ingersoll-Rand plc For: Oct 26 Filed by: NACHTIGAL PATRICIA (10K)

Form 4 Ingersoll-Rand plc For: Oct 26 Filed by: HENKEL HERBERT L (10K)

Form 4 Ingersoll-Rand plc For: Oct 26 Filed by: SMITH ORIN R (10K)