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Tickers For The Latest Portfolio Reshaping

Fri, 04 Sep 2009 15:45:21 GMT

Fortunately my portfolio management methods don’t revolve around frequent trading. One of my kids came up to me recently and said, “What did you do today, Dad?” I said, “I made one trade, and I did a bunch of research.” He then asked, “How often do you trade?” I answered, “That was my first trade in a week, and I haven’t traded much in the last two months, but that’s not normal. There is no normal for me. When the market is really volatile, I trade a lot more, selling when stocks are rising, and buying when they are selling off. When the market is relatively placid, I don’t do much.” He looked at me, kind of smiled, and moved on. Information overload from Dad. Most people and investment managers trade too often. They sell their winners too rapidly, and panic too soon on their losers. Now, I’m not advocating “buy and forget,” or Buffett’s statement, “Our favorite holding period is forever.”[More...]

Bret Barakett's Tremblant Capital Group Bets On Technology: 13F Filing Q1 2009

Wed, 10 Jun 2009 16:15:00 GMT

This is the 1st Quarter 2009 edition of our ongoing hedge fund portfolio tracking series. Before reading this update, make sure you check out the Hedge Fund 13F filings series preface. Next up, we have Tremblant Capital Group. Tremblant is a $3 billion hedge fund based in New York and is run by Bret Barakett, who is a former portfolio manager at Moore Capital Management (the hedge fund run by the great Louis Bacon, whom we also track). If the last name of 'Barakett' sounds familiar, its because his brother, Timothy Barakett, manages fellow hedge fund Atticus Capital, whose portfolio we recently covered. Taken from their site, Tremblant Capital Group's objective is "to achieve superior risk adjust returns[More...]

Best Performing Stock of 2008

Mon, 29 Dec 2008 13:58:00 GMT

I used to, and will one day return, to posting the best performing stocks of the week - but the wicked volatility and "student body left" trading of the past 4 months has made it a moot point. Everything must either be bought or sold, as stocks are either deemed "good" or "bad" that hour, day, or month. The herd piles in, or piles out - regardless of sector, style, fundamentals. It's been a market of asset allocation not individual stocks much of the back half of the year. I like to look for relative strength and ride sector/company trends for the longer term - this market is not for that sort of investor. This has been for many months a run and gun daytrader environment; not a place for theme investors. With that said, I am always curious to see what stocks held up over the long run... folks, no matter what happens (short of 8%+ rally here in the next 3 days) we are projecting the worst year in the markets at least since the[More...]

The 50/200 Cross: OCR

Mon, 08 Dec 2008 22:19:00 GMT

A stock scan performed after the close for “the cross” found one stock that might be instructive. There were no ‘golden crosses’ with today’s market action: Omnicare, Inc. (NYSE:OCR) Omnicare, Inc. is a geriatric pharmaceutical services company. Is the slowing economy hurting long term care facilities businesses? Daily Chart with InVivo Swing Trading[More...]

Stocks plummet, Dow down 733

Wed, 15 Oct 2008 20:54:00 GMT

Testing the 8451 Dow low may be very coming soon. Dow dropped 733 to 8577 with very heavy selling going into the close, decliners over advancers 8-1 & NAZ was down another 150 (seems like triple digit losses are becoming common at the NAZ). S&P 500 FINANCIALS INDEX had another bad day in all this mess & uncertainty: Value 210.23Change -21.10 [More...]

Stock To Watch For Friday 08/01/08

Fri, 01 Aug 2008 16:03:00 GMT

Omnicare (OCR) popped 3.32 points (12.71%) to close at $29.44 on Thursday, on earnings which while they reflected a 25% drop from the same period last year, beat estimates handily. Q2 EPS came in at $0.46 vs the $0.39 that was expected by analysts. With T[More...]

Weak Economic Data

Thu, 31 Jul 2008 14:47:00 GMT

Good morning. A plethora of disappointing economic data (GDP, jobless claims, Monster Employment Index) have offset a number of better than expected earnings reports this morning. Premarket futures are pointing to a weak start to the last trading day of July. Premarket gainers: CADX, IMCL, MOT, PDGI, [More...]

Does Omnicare Fit as a Fiddle?

Mon, 23 Jun 2008 22:40:23 GMT

My latest column is up at RealMoney.[More...]

Quick Thoughts on Berkowitz, Pabrai, Bob Rodriguez 13-F Filings

Fri, 16 May 2008 20:28:37 GMT

Bruce Berkowitz and his team at Fairholme have been keeping busy with several new additions. ...[More...]

Observations and Stocks for Thursday - Apr 9 2008 6:32PM

Wed, 09 Apr 2008 22:27:28 GMT

I was out of the office for the past few days attending to personal matters. Hope to be blogging again soon.[More...]

Computer Column

Wed, 30 Sep 2009 18:50:00 GMT

Sep. 30--What do you think is the most commonly found peripheral on a personal computer today?
If I had to take a guess as to what is the most commonly found peripheral on a personal computer, I'd have to say it's the printer.
Digital cameras are a big part of personal computing these days and our digital albums truly runneth over.

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General Electric, Sony, Akamai among big movers

Fri, 31 Jul 2009 00:45:00 GMT

NEW YORK - Stocks that were moving substantially or trading heavily Thursday on the New York Stock Exchange and Nasdaq Stock Market.
The Internet networking services provider posted a wider second-quarter loss and saw falling sales.
Akamai Technologies Inc., down $3.89 at $16.51

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Claremore Systems Weather Extreme Heat

Thu, 16 Jul 2009 21:47:00 GMT

Jul. 16--With Claremore residents coming through the summer's first round of triple-digit temperatures, City leaders say demands for water and electricity -- both of which are in peak demand during the hottest months -- have fared well.
"Despite the extreme temperatures, we've had a relatively good summer, as far as the city's water supply goes," said Claremore Deputy Manager Matt Mueller.
In 2006, Claremore Water Plant peaked at 5.5 million gallons of water produced per day, Mueller said, with a peak of five million gallons a day in 2007 and 4.4 million gallons in 2008

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Register Joins Yahoo Consortium

Wed, 17 Jun 2009 20:54:00 GMT

Jun. 17--The Orange County Register has joined Yahoo's Newspaper Consortium to distribute online content more widely on the Internet and give readers more relevant results when searching for local advertising.
OCRegister.com will continue its job advertising relationship with Monster.com and not Yahoo's HotJobs, which is the most popular consortium tool, used by 73 percent of the newspapers.
Yahoo announced that the Register is one of five newspapers joining the consortium, which was founded in 2006 and now has 814 newspapers from 43 media holding companies.

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Omnicare Reports Q4 Turnaround

Thu, 26 Feb 2009 16:11:19 GMT

Omnicare, a Fortune 500 company that provides pharmaceutical care for the elderly, has reported a net income of $31.7 million for the fourth quarter of 2008, compared with a net loss of $20.8 million for the same period in 2007.[More...]

RidgewaterEquity.com Free Fundamental Sector & Market Research on QTM, MTL, FST, OCR, NCT and JWN

Mon, 09 Nov 2009 12:05:00 GMT

RidgewaterEquity.com inspires to bring the best from the internet under one roof, providing you with a one click option to view what the market, researchers and financial pundits worldwide have to say about any particular large cap stocks in any given financial environment.
Once you sign up as a free member you will have free unlimited access to all our reports, research tools and more.
We have recently begun in-depth analysis of the following equities & their respective sectors:

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Omnicare Completes Voluntary Settlement Agreement

Tue, 03 Nov 2009 17:46:00 GMT

Omnicare, Inc. (NYSE:OCR) today announced that it has finalized a previously disclosed agreement in principle for a voluntary civil settlement with the U.S. Attorney's Office, District of Massachusetts, the Departments of Justice and Health and Human Services, as well as various of the states in which the Company does business.
The Company cooperated fully with the review of these matters and is pleased to have reached a resolution.
The Company agreed to settle the matters in order to avoid expensive and time-consuming litigation and to focus on its mission of providing high-quality pharmaceutical care for the frail elderly.

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Omnicare Declares Quarterly Cash Dividend

Mon, 10 Aug 2009 20:15:00 GMT

The Board of Directors of Omnicare, Inc. (NYSE:OCR), a leading provider of pharmaceutical care for the elderly, declared today a quarterly cash dividend of 2.25 cents ($0.0225) per share on its common stock. The dividend is payable September 14, 2009 to stockholders of record on August 28, 2009.[More...]

StreetInvesting.Com Free Research on EGO, MIR, OHI, SAH, FIG and OCR

Tue, 04 Aug 2009 15:08:00 GMT

Investors seeking the best unbiased research on Eldorado Gold Corp. (NYSE: EGO), Mirant Corporation (NYSE: MIR), Omega Healthcare Investors Inc. (NYSE: OHI), Sonic Automotive Inc. (NYSE: SAH), Fortress Investment Group LLC (NYSE: FIG) and Omnicare Inc. (NYSE: OCR) should sign up to StreetInvesting.com today to gain free access to the most educational research reports on the web.
Click Below to Sign up for a free 6 to 8 page report on any of the 6 companies mentioned in this release.
Corporate Analysis -- Financial Reporting -- Sector & Industry Scrutiny -- Buy, Hold, Sell Opinion -- Technical Summary

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Omnicare Reports Second-Quarter Results

Thu, 30 Jul 2009 12:12:00 GMT

Omnicare, Inc. (NYSE:OCR), one of the nation's leading providers of pharmaceutical care for the elderly, reported today financial results for its second quarter ended June 30, 2009.[More...]

Omnicare Forms Strategic Partnership With eHealth Solutions, Inc. / SigmaCare®

Wed, 29 Jul 2009 20:56:00 GMT

Omnicare, Inc., one of the nation's leading providers of pharmaceutical care for the elderly, today announced it has entered into a strategic relationship with healthcare information technology provider eHealth Solutions, Inc. Financial terms were not disclosed.
Such forward-looking statements, together with other statements that are not historical, are based on management's current expectations and involve known and unknown risks, uncertainties, contingencies and other factors that could cause results, performance or achievements to differ materially from those stated.
The most significant of these risks and uncertainties are described in the Company's Form 10-K, Form 10-Q and Form 8-K reports filed with the Securities and Exchange Commission and include, but are not limited to: overall economic, financial, political and business conditions; trends in the long-term healthcare, pharmaceutical and contract research industries; the ability to attract new clients and service contracts and retain existing clients and service contracts; the ability to consummate pending acquisitions; trends for the continued growth of the Company's businesses; trends in drug pricing; delays and reductions in reimbursement by the government and other payors to customers and to the Company; the overall financial condition of the Company's customers and the ability of the Company to assess and react to such financial condition of its customers; the ability of vendors and business partners to continue to provide products and services to the Company; the continued successful integration of acquired companies; the continued availability of suitable acquisition candidates; the ability to attract and retain needed management; competition for qualified staff in the healthcare industry; the demand for the Company's products and services; variations in costs or expenses; the ability to implement productivity, consolidation and cost reduction efforts and to realize anticipated benefits; the ability of clinical research projects to produce revenues in future periods; the potential impact of legislation, government regulations, and other government action and/or executive orders, including those relating to Medicare Part D, including its implementing regulations and any subregulatory guidance, reimbursement and drug pricing policies and changes in the interpretation and application of such policies; government budgetary pressures and shifting priorities; federal and state budget shortfalls; efforts by payors to control costs; changes to or termination of the Company's contracts with Medicare Part D plan sponsors or to the proportion of the Company's Part D business covered by specific contracts; the outcome of litigation; potential liability for losses not covered by, or in excess of, insurance; the impact of differences in actuarial assumptions and estimates as compared to eventual outcomes; events or circumstances which result in an impairment of assets, including but not limited to, goodwill and identifiable intangible assets; market conditions; the outcome of audit, compliance, administrative, regulatory or investigatory reviews; volatility in the market for the Company's stock and in the financial markets generally; access to adequate capital and financing; changes in international economic and political conditions and currency fluctuations between the U.S. dollar and other currencies; changes in tax laws and regulations; changes in accounting rules and standards; and costs to comply with the Company's Corporate Integrity Agreements.

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BenchmarkJournal.Com Free Analyst Review for MTW, OCR, XRX, PGN, RL and SNA

Tue, 21 Jul 2009 14:18:00 GMT

Benchmark Journal brings independent company and sector research together, utilizing top financial advisors and investment tactics to provide you with a clear picture of investment opportunities.
Today we began research on Manitowoc Co. Inc. (NYSE: MTW), Omnicare Inc. (NYSE: OCR), Xerox Corp. (NYSE: XRX), Progress Energy Inc. (NYSE: PGN), Polo Ralph Lauren Corp. (NYSE: RL), Snap-on Inc. and (NYSE: SNA).
To view our research, sign up now and get started with your complimentary subscription.

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Omnicare to Release Second-Quarter Earnings and Hold Conference Call on Thursday, July 30, 2009

Mon, 06 Jul 2009 18:55:00 GMT

Omnicare, Inc. (NYSE:OCR) will release its financial results for the second quarter ended June 30, 2009, on Thursday, July 30, 2009, before the opening of trading on the New York Stock Exchange.[More...]

Omnicare to Participate in the Goldman Sachs 30th Annual Global Healthcare Conference

Fri, 05 Jun 2009 12:28:00 GMT

Omnicare, Inc. (NYSE:OCR), a leading provider of pharmaceutical care for the elderly, announced today that it will participate in the Goldman Sachs 30th Annual Global Healthcare Conference on June 10 at 3:50 p.m. EDT in New York, New York.[More...]

Omnicare Announces Intention of CFO to Retire by End of 2009

Tue, 26 May 2009 12:40:00 GMT

Omnicare, Inc. (NYSE:OCR), one of the nation's leading providers of pharmaceutical care for the elderly, today announced that David W. Froesel, Jr., Senior Vice President and Chief Financial Officer, has notified the Company of his intention to retire by the end of 2009. The Company has retained an executive search firm to conduct a national search for a replacement. Mr. Froesel plans to continue in his current role until a successor is identified and will then assist in the transition.[More...]

Form 4 OMNICARE INC For: Aug 04 Filed by: ValueAct Holdings GP, LLC (10K)

Wed, 06 Aug 2008 20:39:00 GMT

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Form 4/A OMNICARE INC For: May 23 Filed by: ValueAct Holdings GP, LLC (10K)

Fri, 18 Jul 2008 16:51:00 GMT

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Form 4 OMNICARE INC For: May 23 Filed by: ValueAct Holdings GP, LLC (10K)

Wed, 28 May 2008 19:34:00 GMT

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Form 4 OMNICARE INC For: May 23 Filed by: UBBEN JEFFREY W (10K)

Wed, 28 May 2008 19:14:00 GMT

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