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Insider Buys And Sells: Weekly Wrap-up

Mon, 16 Nov 2009 16:50:00 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...]

The Shape Of GDP

Tue, 03 Nov 2009 18:15:46 GMT

While last week GDP growth came in better than expected at 3.5%, which was a very welcome development, there was very little change in the coverall shape of GDP. This is a troubling development for the long term. GDP is the sum of spending by the Consumer, Private Investment, Government Spending and Net Exports. The Graph below shows the percentage each of them has contributed to overall GDP since 1947.[More...]

Today Earnings Reports Analysis : Motorola (MOT), The Procter & Gamble Company (PG), Aetna (AET), Kellogg (K), ExxonMobil (XOM), Public Service Enterprise (PEG), Assurant (AIZ), CenterPoint Energy (CNP), Eastman Kodak (EK), Aflac (AFL), Ventas (VTR)

Thu, 29 Oct 2009 20:10:00 GMT

Motorola Inc. (MOT) today declared financial results for the third quarter 2009. Quarterly net income from continuing operations was $12 million or 1 cent per share, compared to a net loss of $397 million or 18 cents per share in the prior quarter. Third quarter adjusted (excluding special items) EPS was 2 cents, easily beating the Zacks Consensus Estimate of a break-even quarter.[More...]

Daily Highlights: Sept 9, 2009

Wed, 09 Sep 2009 13:26:10 GMT

Asian stocks fall on share sales; Alibaba slumps as Chairman pares stake.China looking at investing part of its $300B sovereign-wealth fund in US realty.China plans first offering of yuan sovereign debt outside mainland China, in Hong Kong.China's steel output rises 2% as state spending spurs demand.Euro rises toward 9-month high versus Dollar on speculation of recovery.[More...]

The Future Of The Global Truck Business

Tue, 28 Jul 2009 01:27:34 GMT

There is no shortage of stuff kicking around just below the surface of the global truck industry at the moment. The European end of the business has something of a track record in returning from the August break and undergoing seismic shifts during September, so now seems like not a bad time to give the future some thought. These are opinions - predictions as to what is likely - in our view - to happen over the next few months. Now, given that we have riled one or two for proffering opinions in the past, let us make this suggestion here and now: for those who don't like this approach, go and read something else. We do not represent the following as fact, but as views. No more, no less.There are three specific drivers that we believe are set to shape the structure of the (Global) truck business over the next five years. 1) Within the Triad, too many trucks are still being built.[More...]

Analyst Blog: Durable Goods Orders Rebounding

Thu, 25 Jun 2009 15:49:53 GMT

New orders for durable goods rose 1.8%, following a 1.8% gain in April. This is very encouraging news and gives some hope for a second-half rebound in the economy. Still, new orders can be very volatile from month to month, and as the graph below shows, orders are still way off on a year-over-year basis. Perhaps a better way to look at the data is on a year-to-date basis. New orders for the first five months of 2009 are 26.8% lower than for the first five months of 2008. While new orders rose for the month (a good leading indicator), shipments of durable goods (an important coincident indicator) fell by 2.1% following declines of 0.5% in April and 1.9% in March. The declines in April and May do not bode well for the second quarter GDP report. On a year-to-date basis,[More...]

Seeds Of A Recovery?

Fri, 01 May 2009 19:42:46 GMT

The initial first-quarter GDP reported was greeted with a great amount of fanfare, despite a terrible headline number. Though the economy contracted at a 6.1% pace - marking the first time we have booked back to back quarters of down 6% or more since the end of WWII - some of the details in the report showed reasons for optimism. As an investor, I realize that you are less concerned with the details that economists seemingly over-analyze and more concerned with what the report means to your portfolio. So, today, I'm going to show you where some of the investment opportunities and risks lie in the current environment. Consumers Opened Their Wallets The biggest positive surprise in the report was that Personal Consumption Expenditures ("PCE") actually contributed 1.50 points to[More...]

Peterbilt to Begin Layoffs at Denton

Thu, 15 Jan 2009 14:00:00 GMT

PACCAR's Denton, TX plant - which only recently turned out its 300,000th truck will begin shedding workers on January 26th, according to this report. How many we know not, and there's little point in asking Robin Easton, as he isn't given to saying much. Or anything. About anything. At all. Which makes this report all the more interesting, as PACCAR's singularly Trappist treasurer is quoted here in print. "Less than 172 workers", he tells the Denton Record Chronicle. Which, in percentage terms, is rather less than the staff reductions at Renton, where the Kenworth plants has been effectively idled. Kenworth's other plant - at Chillicothe - has seen 100 staff go, whereas at Peterbilt's other main plant - in Nashville - [More...]

Auto Makers Set to Receive $15B in Short-Term Rescue Loans

Mon, 08 Dec 2008 14:03:00 GMT

The accompanying table (click to enlarge) presents the ETF Innovators (ETFI) Global Personal Transportation Index, which includes 40 companies with market caps of at least $150M. Since I last updated the index last month, the total market cap of the 40 companies has declined by 22% and currently stands at just under $450B with Volkswagen (VLKAY) accounting for nearly one-fourth of that total thanks to an 85% stock price gain in the past year and market cap of $112B. Meanwhile, Congressional leaders are preparing to vote this week on a short-term rescue package for the U.S. auto makers, including index components[More...]

I’ll Buy 'Stuff' Stocks When…

Wed, 26 Nov 2008 00:38:00 GMT

“You should buy Freeport McMoRan (FCX), Caterpillar (CAT), PACCAR (PCAR).” - that is what I hear from friends of mine, who are in the biz, all the time. They tell me how cheap these stocks are - 3, 6, 8 times earnings. “You are a value guy! How come you are not loading up on (...)[More...]

Paccar Reports Slim Profit for the Quarter

Wed, 28 Oct 2009 15:47:00 GMT

Oct. 28--Lean times continued in the third quarter for Bellevue-based Paccar, as demand for trucks in North America and Europe remained depressed.
That's half the sales and finance revenue Paccar booked in the third quarter of last year.
Still, Paccar's results beat Wall Street predictions.

: iStockAnalyst.com Symbols Feed

Insider Buys And Sells: Weekly Wrap-up

The Shape Of GDP

Today Earnings Reports Analysis : Motorola (MOT), The Procter & Gamble Company (PG), Aetna (AET), Kellogg (K), ExxonMobil (XOM), Public Service Enterprise (PEG), Assurant (AIZ), CenterPoint Energy (CNP), Eastman Kodak (EK), Aflac (AFL), Ventas (VTR)

Daily Highlights: Sept 9, 2009

The Future Of The Global Truck Business

Analyst Blog: Durable Goods Orders Rebounding

Seeds Of A Recovery?

Peterbilt to Begin Layoffs at Denton

Auto Makers Set to Receive $15B in Short-Term Rescue Loans

I’ll Buy 'Stuff' Stocks When…

Paccar Reports Slim Profit for the Quarter

Paccar Q3 Net Income Down

Peterbilt Consolidating Operations at Denton Facility

Paccar Q2 Net Income Down

Truck maker Paccar falls on weak 2Q, outlook

Sacramento Firm's Biofuel Bid Signs Up Heavy Hitters

Paccar renews $2 billion credit facility

Paccar Q1 Net Income Decreases

Paccar CEO got $10.5M compensation in 2008

Snohomish County Council Members Question Middle East Trade Visit

PACCAR Investor Conference Presentation

Seattle Business Magazine Recognizes Leaders in Sustainable Business Practices

PACCAR Announces Quarterly Cash Dividend

PACCAR Honored for Environmental Leadership

Kenworth Earns 2009 J.D. Power and Associates Customer Satisfaction Awards

PACCAR Announces Second Quarter Revenues and Earnings

PACCAR Announces Quarterly Cash Dividend

PACCAR Renews Bank Credit Facility

PACCAR Honored for Environmental Leadership

Kenworth Expands Award-Winning Product Line with Introduction of Kenworth T470

Form 4 PACCAR INC For: Dec 01 Filed by: Pigott John (10K)

Form 4 PACCAR INC For: Nov 19 Filed by: SOBIC DANIEL D (10K)

Form 4 PACCAR INC For: Nov 12 Filed by: BARKLEY MICHAEL T (10K)

Form 4 PACCAR INC For: Nov 11 Filed by: PLIMPTON THOMAS E (10K)

Form 4 PACCAR INC For: Nov 09 Filed by: CARDILLO JAMES G (10K)

Form 4 PACCAR INC For: Nov 09 Filed by: PIGOTT MARK C (10K)

Form 4 PLIMPTON THOMAS E For: Nov 09 (10K)

Form 4 CARDILLO JAMES G For: Nov 03 (10K)

Form 4 PLIMPTON THOMAS E For: Oct 08 (10K)

Form 4 PACCAR INC For: Oct 08 Filed by: PIGOTT MARK C (10K)