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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...]

Avoid Gassy Names!

Sat, 23 May 2009 16:49:56 GMT

Highlights include Nabors Industries Ltd. (NBR), Patterson-UTI Energy, Inc. (PTEN), BJ Services Co. (BJS), EnCana Corp. (ECA), EOG Resources, Inc. (EOG) and Chesapeake Enery Corp. (CHK). Growing optimism about the economic outlook has pushed the equity markets significantly higher from the March 2009 lows. Crude oil and most of the other commodities have been active participants in the rally. As this first chart shows, natural gas has largely been[More...]

Oil Rally May Have Legs

Fri, 08 May 2009 15:15:00 GMT

Highlights include Exxon Mobil Corp. (XOM), Schlumberger, Ltd. (SLB), Transocean Ltd. (RIG), Nabors Industries Ltd. (NBR), Patterson-UTI Energy Inc. (PTEN), BJ Services Co. (BJS), XTO Energy Inc. (XTO) and Chesapeake Energy Corp. (CHK). Oil prices have moved up impressively in the recent past, up almost 18% in the last four[More...]

More Banks Beat The Street Monday

Tue, 21 Apr 2009 03:49:07 GMT

This week Q1 earnings reporting is in full swing. And many banks continue to lead. With all eyes on bank health, many of you have asked "Even though my local bank has not failed, do you truly believe there are strong banks out there?" The answer of course is yes. You may remember this list of banks that rejected[More...]

S&P 500 Stocks

Sun, 05 Apr 2009 01:35:00 GMT

The S&P 500 comprises of 500 large cap common stocks actively traded in the United States. The largees public companies that are traded on the New York Stock Exchange (NYSE) and NASDAQ are included in the S&P 500 index. The S&P 500 index was lunched in 1957 and is a value weighted index which is based on the 500 American stocks with the largest market capitalizations. The S&P 500 is the most widely followed index After the Dow Jones Industrial Average index and it is considered a barometer for the American economy. The S&P 500 index is included in the Index of Leading Indicators. There are the number of trading vehicle that are designed to follow the S&P 500 index. Hundreds of billions of US dollars have been invested in this index. The SPY (Exchange Traded Fund) is one of the most actively trading stock over the world. The Rydex,[More...]

Oil & Gas Industry - Industry Outlook

Wed, 18 Mar 2009 20:29:00 GMT

While downside risks remain, the overall outlook for the oil sector has improved in recent days, owing largely to the tentative signs of a supply response to anemic global demand. With demand falling sharply due to worldwide economic problems, inventories started building at a faster rate since last fall. In response, OPEC (which accounts for roughly 40% of all oil supplies) announced a number of production cuts. While there was ample skepticism early on regarding OPEC's ability to enforce the announced cuts, recent evidence suggests a significant level of compliance within the cartel. As such, while oil prices over the coming weeks will track the outlook for the global economy, the commodity's improved supply situation is expected to help prices consolidate around current levels. Natural gas, on the other hand, is a North American story and developments here over the coming months will determine its[More...]

Earnings Preview for Feb 9-13 - Earnings Preview

Fri, 06 Feb 2009 18:52:00 GMT

Activision Blizzard Inc. (ATVI) could top expectations. IntercontinentalExchange, Inc. (ICE) and Terex Corporation (TEX) could miss. Though nearly 400 companies are scheduled to report, traders are going to keep a close eye on Washington. Treasury Secretary Timothy Geithner will announce a revised bank bailout plan on Monday. This plan could include the creation of a bad bank to absorb distressed debts (what TARP was[More...]

Oil & Gas Industry

Wed, 28 Jan 2009 16:41:00 GMT

While continued weakness in crude oil and natural gas prices are expected to weigh on the energy sector's performance over the next 6-9 months, investors with longer time-horizons will find many attractive opportunities in this battered group. In terms of commodity prices, we believe that crude oil will take its cue from the direction of the broader global economy. Natural gas, on the other hand, is a North American story and developments here over the coming months will determine its outlook. With the heating season halfway through and visibility on the economy's front still elusive, we expect continued downward pressure on oil and natural gas prices over the coming weeks. However, with OPEC's supply cuts helping remove the current inventory overhang -- expected to start showing up in early spring -- and sentiment on the economy improving following the stimulus, crude oil prices may start consolidating in the second half of the year. If the economic[More...]

Patterson-UTI Lowered to Sell

Tue, 20 Jan 2009 15:06:00 GMT

Our downgrade of Patterson-UTI (PTEN) shares reflects our bearish view of the North American land drilling scene. The expected drop off in drilling activities, in response to a combination of commodity-price weakness and credit market tightness, will weigh on the fortunes of all oilfield service players in general and land drillers (such as Patterson-UTI) in particular. Patterson-UTI remains particularly vulnerable to this negative outlook given its lack of contract coverage and heavy spot market exposure. We expect dayrate and margin pressures to continue into 2010 even as normal drilling demand resumes later this year due to the heavy capacity overhang. Our new $8 price objective reflects 2009 P/E and EV/EBITDA multiples of 10.8x and 4.5x, respectively, both well within historical trading[More...]

Monday’s Market Recap (1/12/2009)

Tue, 13 Jan 2009 00:25:00 GMT

Markets traded down again today as investors expected a hefty loss from Alcoa (AA: 10.06, -0.75 (-6.94%)) and the dollar made major gains against the British Pound. The Dow Jones Industrial Average fell -1.46% to 8,473.97 while the Nasdaq fell -2.09% to 1,538.79 and the S&P 500 fell -2.26% to 870.26. Oil prices fell -7.86% to $37.62 a barrel as the dollar strengthened against a basket of the world’s currencies today. Natural gas on the other hand rose 0.44% to $5.54 per Mcfe on supply issues due to the cold weather storm that has hit the United States over the last few days. Alcoa made major news after the markets closed today as[More...]

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.

Sat, 18 Apr 2009 02:49:00 GMT

Apr. 19--To say 2008 was a bad year does not begin to cover it.
Never has so much market value been lost by so many Minnesota companies in so few months -- and for reasons that, frustratingly, were mostly beyond their control.
Market values of the state's 100 largest companies plummeted 38.7 percent, in lockstep with other major market indexes.

: iStockAnalyst.com Symbols Feed

Tickers For The Latest Portfolio Reshaping

Avoid Gassy Names!

Oil Rally May Have Legs

More Banks Beat The Street Monday

S&P 500 Stocks

Oil & Gas Industry - Industry Outlook

Earnings Preview for Feb 9-13 - Earnings Preview

Oil & Gas Industry

Patterson-UTI Lowered to Sell

Monday’s Market Recap (1/12/2009)

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.

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

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

DJO Incorporated Announces Financial Results for Second Quarter 2009

Patterson Companies Expands Deployment of MicroStrategy for Enhanced Reporting and Analytics

Patterson Companies Reports Fourth Quarter Operating Results

Patterson Companies Fourth Quarter Conference Call Scheduled for May 21, 2009

Patterson Companies Acquires U.K. Distributor Of Physical Therapy, Sports Medicine and Podiatry Products

Patterson Companies Reports Third Quarter Operating Results

Patterson Companies Third Quarter Conference Call Scheduled for February 19, 2009

BenchmarkJournal.Com (Complimentary) Analyst Review for PDCO, NETL, CEDC and TSRA

Form 4 PATTERSON COMPANIES, For: Sep 16 Filed by: SLAVKIN HAROLD C (10K)

Form 4 PATTERSON COMPANIES, For: Sep 14 Filed by: VINNEY LES C (10K)

Form 4 REICH CHARLES For: Sep 14 (10K)

Form 4 RUDNICK ELLEN A For: Sep 14 (10K)

Form 4 PATTERSON COMPANIES, For: Sep 14 Filed by: SLAVKIN HAROLD C (10K)

Form 4 PATTERSON COMPANIES, For: Sep 14 Filed by: LACY ANDRE B (10K)

Form 4 PATTERSON COMPANIES, For: Sep 14 Filed by: EZERSKI RONALD E (10K)

Form 4 Buck John D For: Sep 14 (10K)

Form 4 PATTERSON COMPANIES, For: Sep 09 Filed by: WILTZ JAMES W (10K)

Form 4 PATTERSON COMPANIES, For: Sep 08 Filed by: WILTZ JAMES W (10K)