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V-Shaped Revenue Recovery Combined With L-Shaped CapEx Growth

Wed, 12 Aug 2009 17:30:10 GMT

The chart below demonstrates two things: i) the revenue decline in the current quarter indicates no inflection point in revenue pick up, and ii) expectations are for a V-shaped recovery in revenue. So the logical question is where will all this revenue come from? With massive excess capacity overflowing in the economy, pundits point to inventories, which will be "restocked" in order to increase sales for all these lean and mean companies that continue laying off workers even as the recession progresses. In other words, capex spending should already be picking up, as that is the primary driver of revenue increases down the line: indeed, a simple fact nobody likes to talk[More...]

Investing In 2009

Sat, 17 Jan 2009 22:33:00 GMT

There is a special challenge for investors planning for 2009. It is easy to get caught up in emotion, especially when so much is going wrong. This causes people to look backward. Investors can meet the challenge by using a sound analytical framework and by looking ahead. For those nearing retirement, this is particularly crucial. My advice to our investors emphasizes two major points: 1. The news flow is incessantly negative — fraud, corruption, mismanagement, greed, and every proposed solution called a bailout. When this message is repeated in every news source, it is also reflected in current market prices. 2. The market has a gift for us. Our initial rebound target is Dow 11,000. Let us see[More...]

Not Seeing That Small Is Big--and Hurting

Tue, 30 Dec 2008 02:10:00 GMT

Many Americans would probably be surprised to learn that small businesses matter more to the U.S. economy than the corporate behemoths that comprise the S&P 500. In fact, small businesses account for more than 50 percent of U.S. nonfarm private gross domestic product and employ roughly half of all private-sector workers, according to Small Business Administration data. Unfortunately, individuals who really should be aware of this fact -- politicians and other public officials -- have persisted in enacting policies that make it ever harder for entrepreneurs and owner-managers to earn their daily crust of bread. Ultimately, as Charles Hugh Smith, publisher of the Of Two Minds blog and author of Weblogs & New Media:[More...]

HUI - Nov 19 2008 12:09PM

Wed, 19 Nov 2008 16:02:00 GMT

Okay, we are all nerve wracked here. At least those of us dumb enough to be on board this thing. :-) Here is HUI with TRIX confirming the MACD, bullish divergence and that #@%! downtrend that needs to be broken. Getting close but pardon me if I am not overconfident. I am not, and that's probably how it should be. A break of the downtrend would become much more significant with a break above the noted resistance at 225 as mentioned before. PS: Upon posting I just noticed the EWI banner with the word DEFLATION on it. My friends at EWI[More...]

On Many Minds

Fri, 10 Oct 2008 13:37:00 GMT

One reason for the growing popularity of Financial Armageddon -- ranked 17th overall among business and economic websites by Gongol.com in its latest monthly EconDirectory rankings -- is that my realistic, straight-shooting message about the problems we face seems to resonate with people, especially those seeking unvarnished alternatives to the overly advertiser-influenced mainstream media. In addition, I like to think that my ability to uncover interesting stories and identify interesting sources of insight about what is really going on the world is also a draw. With that in mind, I'd like to highlight another of the blogs on my list of regular must-reads: Of Two[More...]

John McCain Leaves Budget Reality Far Behind...

Mon, 07 Jul 2008 18:21:00 GMT

To John McCain's promises to (a) wage more wars abroad and (b) cut taxes for the rich while (c) limiting domestic spending cuts to waste, fraud, and abuse he has now added a promise to balance the budget by 2013--a promise that his substantive policy advi[More...]

A List of Best Performing Stocks Year to Date

Tue, 27 May 2008 01:16:00 GMT

Since we have a break in the action here, instead of doing our normal best performing stocks of the week (not many made the list this week due to a poor market), this is a good time to look at what is performing best so far this year. Further, due the composition of the list and with many of these stocks due for a correction it's probably worthwhile to take a look now, as things might change relatively soon. We looked at a similar list in early November (Nov 4: How to Make 75% in 3 Months) when the list was dominated by large cap Chinese stocks, a few big cap tech stocks, Indian stocks, and fertilizer. Except for fertilizer most of those groups stunk for the better part of the following 5 months, and hence "returned to the mean". However, the list did turn out a few gems we jumped on, so looking at such lists helps us to identify what has been working and what other[More...]

Reviewing the Media Pundits: Two Views of the Fed

Mon, 19 May 2008 02:57:50 GMT

One of our themes at "A Dash" is the array of challenges to the individual investor. Interpreting market commentary is one of the most important. While our readers understand the blogosphere, the influential print media remain far more important. The MSM articles do not have any comments, so readers are on their own to spot any problems. To illustrate this, we will contrast today's article by New York Times columnist Gretchen Morgenson with a recent piece by Bloomberg's John M. Berry. Morgenson on "Trash for Treasuries" Regional printing has made it possible for people all over the country to enjoy a hard copy of the New York Times with morning[More...]

Country Fund Mania

Fri, 09 May 2008 20:43:43 GMT

Country funds often get a bad rap from MSM even though any S&P 500 index fund is also a single country product. The utility of country funds is that they allow access into an investment destination without having to pick a stock. The downside to them, for[More...]

Facts On Bear Stearns

Wed, 09 Apr 2008 15:26:12 GMT

Lately, I have begun to grow tired of the countless complaining about the Bear Stearns buyout. To make sure that things are clear, I, like the many who complain, also believe: 1) that this was a financial boon to JP Morgan, orchestrated by the Fed and th[More...]

Thomson Reuters Grows Middle East Trading Network

Tue, 14 Jul 2009 19:50:00 GMT

Jul. 14--Thomson Reuters today announced that the network of brokerages in the Middle East and Africa using Reuters Trading for Exchanges, (RTEx) its screen-based exchange trading platform to buy and sell shares and other financial instruments, is set to almost double as more brokers "go live" on the system.
In a move reinforcing Thomson Reuters' leading position in the region, financial market professionals using RTEx will be able to route orders using prices they see on their desktop for exchange traded instruments including equities, futures, commodities and energy derivatives, to a further 19 regional brokers on top of an existing network of 21.
Firms both inside and outside the region can use RTEx to access liquidity from the largest markets in the Middle East and Africa region including the; Abu Dhabi Securities Exchange (ADX), Bahrain Stock Exchange (BSE), Dubai Financial Market (DFM), Dubai Multi Commodities Centre (DMCC), Doha Securities Market (DSM), Egyptian Exchange (EGX), Johannesburg Stock Exchange (JSE), Kuwait Stock Exchange (KSE), Muscat Securities Market (MSM), Nasdaq Dubai and Tadawul Saudi Arabia.

: iStockAnalyst.com Symbols Feed

V-Shaped Revenue Recovery Combined With L-Shaped CapEx Growth

Investing In 2009

Not Seeing That Small Is Big--and Hurting

HUI - Nov 19 2008 12:09PM

On Many Minds

John McCain Leaves Budget Reality Far Behind...

A List of Best Performing Stocks Year to Date

Reviewing the Media Pundits: Two Views of the Fed

Country Fund Mania

Facts On Bear Stearns

Thomson Reuters Grows Middle East Trading Network

Analyst Picks and Pans: Apollo Group, MSC Industrial Direct

AME Info, Abu Dhabi, United Arab Emirates, Finance and Economy Briefs - Feb 4 2009 12:00PM

AME Info, Abu Dhabi, United Arab Emirates, Finance and Economy Briefs - Jan 27 2009 12:27PM

Fastenal Focus: Sell, Sell, Sell: Slowing Growth Prompts the Industrial Distributor to Add Sales Staff at Existing Stores to Drum Up Higher-Profit Business.

Wal-Mart, Dell, thinkorswim are big movers - Jan 8 2009 5:29PM

Wal-Mart, Dell, thinkorswim are big movers - Jan 8 2009 3:25PM

MSC Industrial Direct Reports Lower Sales, Profits, Cuts Outlook

AME Info, Abu Dhabi, United Arab Emirates, Finance and Economy Briefs - Nov 18 2008 3:03PM

MSC Industrial Direct Co., Inc. Reports Results for Its Fiscal 2009 Fourth Quarter and Year

MSC Industrial Direct Co., Inc. Reports Results for Its Fiscal 2009 Third Quarter

MSC Industrial Direct Co., Inc. Declares Regular Quarterly Dividend

MSC Industrial Direct Co., Inc. to Broadcast Review of Third Quarter 2009 Results over the Internet

MSC Industrial Direct Co., Inc. Reports Results for Its Fiscal 2009 Second Quarter

MSC Industrial Direct Co., Inc. to Broadcast Review of Second Quarter 2009 Results over the Internet

Investment Industry Regulatory Organization of Canada - Trade Resumption - Mexican Silver Mines Ltd. - MSM

MSC Industrial Direct Co., Inc. is Named to the Forbes Platinum 400 List

MSC Industrial Direct Co., Inc. Reports Results for Its Fiscal 2009 First Quarter

MSC Industrial Direct Co., Inc. to Broadcast Review of First Quarter 2009 Results over the Internet

Form 4 SANDLER DAVID For: Nov 05 (10K)

Form 4 BOEHLKE CHARLES A JR For: Nov 04 (10K)

Form 4 COX THOMAS For: Oct 28 (10K)

Form 4 COX THOMAS For: Oct 27 (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 23 Filed by: Bonomo Charles (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 26 Filed by: BOEHLKE CHARLES A JR (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 26 Filed by: COX THOMAS (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 23 Filed by: JACOBSON MITCHELL (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 23 Filed by: BOXER SHELLEY (10K)

Form 4 MSC INDUSTRIAL DIRECT For: Oct 23 Filed by: COX THOMAS (10K)