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Earnings results and economic reports - Week 49.

Vlada Kynsky (December 1st, 2008) Writes:

strongMonday:/strongbr /Economic Construction Spending (-0.9%), ISM (38.0)br /Earnings Shanda (SNDA), Zoltek (ZOLT)br /br /strongTuesday:br //strongEconomic Truck / Autobr /Earnings Beazer (BZH), Sears (SHLD), Solarfun (SOLF), Staples (SPLS), Marvell (MRVL)br /br /strongWednesday:/strongbr /Economic Weekly Crude, ADP (-173K), Productivity (0.9%), ISM Services (42.6), Beige Bookbr /Earnings Del Monte (DLM), Aeropostale (ARO), AeroVironment (AVAV), Casey’s (CASY), Diamond Foods (DMND), Synopsys (SNPS)br /br /strongThursday:/strongbr /Economic Weekly Claims, Factory Orders (-2.7%)br /Earnings Argon (STST), Jackson Hewitt (JTX), Sanderson (SAFM), Movado (MOV), Toll Bros (TOL), UTI World (UTIW), Williams Sonoma (WSM), Comtech (CMTL), Guess (GES), Teekay (TK)br /br /strongFriday:/strongbr /Economic Monthly Jobs (-300K, 6.8%, 0.2%)br /Earnings Big Lots (BIG)div class="blogger-post-footer"http://stockweb.blogspot.com/atom.xml/div pa href="http://feedads.googleadservices.com/~a/f8zvy8N0zqZISa6P6e2WUhDzAco/a"img src="http://feedads.googleadservices.com/~a/f8zvy8N0zqZISa6P6e2WUhDzAco/i" border="0" ismap="true"/img/a/pdiv class="feedflare" a href="http://feedproxy.google.com/~f/Stockweb?a=sbBD6rCt"img src="http://feedproxy.google.com/~f/Stockweb?d=41" border="0"/img/a /div

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Economic Weekly;, ISM Services, Monte;, Staples, Stocks to Watch, Toll Bros, Williams Sonoma

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Homebuilders Still Ripe To Short In 2009

Contrarian Profits (November 20th, 2008) Writes:

Expect more pain in the housing market next year, says Don Miller. Rising unemployment will keep the foreclosures coming. And as the backlog of inventories swells, Don says homebuilders still look ripe for shorting in this environment.

This from Money Morning:

The U.S. housing market is already being pounded by the “perfect storm.” And the outlook for the New Year is for the stormy weather to continue – and probably to get worse.

As if a locked-up credit market and tidal waves of foreclosures weren’t already enough, we’re now watching unemployment climb and consumer confidence plunge.

But even when the housing market is taking on water, there are ways to stay afloat. Indeed, investors nimble enough to maneuver can even make money.

The watchword on this market, though, is caution. If an investor decides to test the waters, beware of the extraordinary financial undertow.

Here’s a look at what’s happening now, and

...

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Sue the Fed, Dubai in Trouble, Coming Food Crisis and More!

Contrarian Profits (November 12th, 2008) Writes:

The Fed’s first credit crisis lawsuit… who’s suing and why, AmEx, Fannie Mae unload more financial follies… government “fixes” problem with more taxpayer dollars, Chris Mayer with a credit crisis byproduct (and opportunity) that could affect the entire world, China announces big stimulus plan… so why did commodities fall? A hefty chink in Dubai’s armor, Plus, Dan Amoss with a once-favored investment theme due to be back in the spotlight soon

Here’s a curious development that may be worth watching: Bloomberg is suing the Federal Reserve.

Last week, we took a look at the Fed’s bulging $2 trillion balance sheet. And if you’re a long-suffering 5 Min. reader, you know our futile recounting of the weekly Fed lending programs… all the abbreviations and acronyms: TAF, TSLF, PDCF, CPFF, TARP, etc.

Well, the folks at

...

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America, American Express, Bank, Bill Clinton, bloomberg, Car Industry, car manufacturers, cent;, Chicago, China, Chris Mayer, Circuit City, coherent energy policy;, contrarian profits, Dan Amoss, Dow 30, Dubai, Fannie Mae, Far East, Federal Reserve System, Fedex, food, foreign car;, Goldman Sachs, Herb Allison, high gas prices, high oil prices, Honda, Honda Civic;, international energy agency, Japan, Jay Leno;, London Interbank, Market Commentary, media outlets, media airwaves;, Memphis, Michigan, Morgan Stanley, North America, Oil, oil fields, oil producers, oil supply base;, oil supply constraints;, PotashCorp, Russia, Russian Grain Union;, Sp 500, Starbucks, The Financial Times, Toll Bros, U.S. Postal Service, UAE, United States, USD, Washington, William Doyle;

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Tontine Capital Partners LP - Hedge Fund Holdings Analysisge

Richard C. Wilson (September 22nd, 2008) Writes:

Tontine PartnersTontine Capital Partners - Holding Analysis

This post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.If you're unfamiliar with Gendell and his Tontine Partners, then here's what you need to know. Founded 11 years ago, Tontine is a $10 billion fund ran by Jeffrey Gendell. He specializes in macro investing and takes very large, concentrated positions in companies he feels will benefit from those macro themes. Additionally, he will take on an activist role when necessary, to ensure shareholder returns. The fund has posted returns in excess of 100% in both 2003 and 2005.So, let's get right down to it... what was Jeffrey Gendell ...

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Global Investing Roundups

Money Morning (September 5th, 2008) Writes:

Red Hat’s Purchase; Toll Bros. NYC Worries; Dollar Rally; Unilever’s New CEO; Fed President Sees Room for Cut; Boeing’s Labor Woes Red Hat Inc. (RHT) yesterday (Thursday) announced it had purchased privately held software company Qumranet Inc. for $107 million in cash. The Raleigh-based software distrubutor expects the purchase to knock 5 to 6 cents off of its annual earnings per share, The Associated Press reported. Red Hat expects the deal to add $20 million in revenue by the next fiscal year. Homebuilder Toll Brothers Inc. (TOL) admitted to concerns about the New York City condo market, which has been one of the last holdouts of the current U.S. housing recession. “It has felt some of the storm that’s come to the residential real estate market in the country,” Chief Executive Bob ...

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bloomberg, Bob Toll, Boeing Co, cents, Chris Gregoire, consumer goods maker, European Central Bank, Federal Government, Federal Reserve Bank Of San Francisco, Federal Reserve System, healthcare coverage, International Association of Machinists and Aerospace W, International Association of Machinists and Aerospace W, Janet Yellen, Market Commentary, New York City, Paul Polman, Qumranet Inc., Raleigh, Red Hat Inc., residential real estate market, Reuters, Salt Lake City, software, software distrubutor, The Associated Press, the Washington Post, Toll Bros, Toll Brothers Inc., Unilever ADR, Unilever PLC, United States, USD, Washington

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Earnings results and economic reports - Week 32.

Vlada Kynsky (September 1st, 2008) Writes:

Tuesday:Economic Construction (-0.3%), ISM (49.5)Earnings Donaldson (DCI), NCI Bldg (NCS), Shanda (SNDA)Wednesday:Economic Weekly Crude, Auto / Truck (4.8M, 4.8M), Factory Orders (0.4%), Beige BookEarnings Joy Global (JOYG), Staples (SPLS), Guess (GES), H & R Block (HRB), Hovnanian (HOV), Mindray (MR), SAIC (SAI)Thursday:Economic Weekly Claims (415K), ADP (-19.0K), Productivity (2.9%), ISM Services (49.0)Earnings Ciena (CIEN), Toll Bros (TOL), UTI Worldwide (UTIW), ABM Ind (ABM), Cooper (COO), Martek (MATK), Quiksilver (ZQK), Smith & Wesson (SWHC), Take-Two (TTWO)Friday:Economic Jobs Report (-70K, 5.7%, 0.3%)Earnings National Semi (NSM)http://stockweb.blogspot.com/atom.xml

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Cooper, H R Block, Hovnanian, Staples, Stocks to Watch, Toll Bros, Uti Worldwide

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Business Week 23.

Vlada Kynsky (June 2nd, 2008) Writes:

MondayEconomic: Construction (-0.6%), ISM (48.0)Earnings: Intrepid Potash (IPI), ABM (ABM), Luluemon (LULU), NCI Bldg (NCS)TuesdayEconomic: Auto/Truck, Factory Orders (0.1%)Earnings: Layne Christensen (LAYN), Toll Bros (TOL), Bob Evans (BOBE), Guess (GES), Hovnanian (HOV), SAIC (SAI)WednesdayEconomic: Weekly Crude, ADP (-30K), Productivity (2.5%), ISM Services (51.0)Earnings: Conns (CONN), Vimpel (VIP), Volt Sciences (VOL), Williams Sonoma (WSM), ADC Telecom (ADCT), Comtech (CMTL), FuelCell (FCEL), Martek (MATK)ThursdayEconomic: Weekly Claims (370K)Earnings: Ciena (CIEN), Del Monte (DLM), UTI Worldwide (UTIW), Cooper (COO), Focus Media (FMCN), Nat Semi (NSM), Quiksilver (ZQK), Take-Two (TTWO)FridayEconomic: Jobs Report (-52K, 5.1%, .2%), Wholesale Inv’s (0.5%)Earnings: N/Ahttp://stockweb.blogspot.com/atom.xml