Daily Views Archives - QualityStocks

WednesdayFeb 06, 2008 9:16 am

Daily Views February 6, 2008

Tags: Yahoo! (YHOO); Microsoft (MSFT); Intel (INTC); Google (GOOG) + Model Portfolio Review; Kubota (KUB); Caterpillar (CAT); Deere (DE); CNH Global (CNH) 11 am ET…February 6, 2008 --- Special Edition…Part II (of II) After Big Tech --- alternative investments to Big Tech We come not to bury Microsoft, but to praise it. That company’s historical track record is arguably the most-envied in the world. The problem is that track record IS history. And therein lies Microsoft’s frustration. This track record is illustrated in a table at the end of today’s “Views”, along with Google for direct comparison. Here is a…

TuesdayFeb 05, 2008 12:18 pm

Daily Views for February 5, 2008

Tags: Yahoo (YHOO); Microsoft (MSFT); Google (GOOG) February 5, 2008 --- Special Edition…Part I (of II) Big Techs --- Toothless or Tigers Special Editions are rare --- this is the first from Daily Views. The primary conclusion from the biggest news last week, the hostile takeover of Yahoo by Microsoft, is that this is an event that will remain a serious presence in the financial media for weeks to come. It cannot help but exert influence on investment strategies that emerge, either from these electronic pages or others that subscribers read. We felt compelled to weigh in on this event.…

FridayFeb 01, 2008 8:33 am

Daily Views for February 1, 2008

Company Tags: Google (GOOG); Microsoft (MSFT); Office Depot (ODP); Staples (SPLS) Wal-Mart de Mexico (WMMVF); Medarex (MEDX); 11am ET…February 1, 2008 --- Comment on Markets, Companies and Events in the News Google TV…and 3-Position Builders The morning news is dominated by the Microsoft (MSFT: $32.60) takeover of Yahoo! (YHOO: $28.66), setting the stage for the competitive environment in the online advertising industry. Google (GOOG: $564.30), however, already seems poised for the next generation of media…announcing on January 24th that it would file an application to bid on the 700-meghahertz spectrum being vacated by the television networks re-tooling to digital. “Google…

ThursdayJan 31, 2008 8:50 am

Daily Views for January 31, 2008

Company Tags: Anheuser-Busch (BUD); Fosters (FBRWY); Kirin Brewery (KNBWY); Kyowa (KYKOF); Terumo (TRUMF); Medarex (MDEX); Medicis (MRX) Allergan (AGN) 11am ET…January 31, 2008 --- Comment on Markets, Companies & Events in the News Suds and Drugs…and Japan You know it’s the week before Super Bowl, when the financial news networks showcase beverage companies. Absolut Vodka has been making the rounds. It is part of the V & S Group, which is owned by the Swedish government. Its web site is entertaining and informative. Last July, the government began looking at ways to divest. That usually means IPO. A myth to…

WednesdayJan 30, 2008 8:08 am

Daily Views for January 30, 2008

Company Tags: Amerco (UHAL); Public Storage (PSA); Sovran Storage (SSS); U-Store-It Trust (YSI); Wal-Mart Mexico (WMMVF); Westpac Bank (WBK); Kubota (KUB) 11am ET…January 30, 2008 --- Comment on Markets, Companies & Events in the News Trailer For Sale or Rent Wall Street has a way of bringing out the more practical views about current events. One theme getting visibility focuses on the public storage companies. If downsizing housing is in store for the millions forecast, the three most prominent could experience accelerated earnings growth. Consensus earnings forecast 5% - 10% growth for Amerco (UHAL: $70.00); Public Storage (PSA: $78.63) and…

TuesdayJan 29, 2008 10:02 am

Daily Views for January 29, 2008 — Snippet

Tags: Reddy Ice Holdings (FTZ) Noon supplement … January 29, 2008 --- Comment on Companies & Events in the News Reddy Ice Holdings (FRZ: $23.03: MV: $ 506 million) was a hot topic last summer. A hedge fund had agreed to buy FRZ, the country’s largest producer of packaged ice, at $31.25 per share. Morgan Stanley was to provide the hedge fund with $700 million of financing, however, its interest in doing the deal evaporated once the sub-prime mortgage crisis hit. Naturally, the stock melted on news of the broken deal, down 30% initially, but it may have overshot its…

TuesdayJan 29, 2008 8:32 am

Daily Views for January 29, 2008

Tags: Mastercard (MA); Amex (AXP); Office Depot (ODP); Office Max (OMX); Staples (SPLS) 11am ET…January 29, 2008 --- Comment on Markets, Companies and Events in the News Working at Home A relatively obscure trade magazine reported that 28 million people now work at home, at least part-time. With non-farm payrolls at 138 million people, this means 20% of the country works from home, or one-out-of-five. That’s pretty remarkable. Even more remarkable is that this work-at-home figure is 40% greater than it was in 2002. While the wizards of Washington continue to debate if we are in a recession, we see…

MondayJan 28, 2008 5:13 am

Daily Views PM – January 25, 2008

Company Tags: Kubota (KUB); Caterpillar (CAT); Deer (DE) Terex (TEX) 11:59 pm Edition…January 25, 2008 --- Last Comment of the Day The Irony of Globalisation…from Osaka, Japan to Gainesville, Georgia Late night editions are rare. There wasn’t a convenient way to integrate this overseas public company into earlier editions. Our research staff introduces Kubota Corporation (KUB: $32.25), an Osaka, Japan-based manufacturer of engines, machinery & equipment and other industrial products. Kubota is an old-line Japanese company (founded 1890) with a 21st-century dynamic. It is an irony of globalization that 20% of KUB’s employees work in the USA. US Agricultural exports…

MondayJan 28, 2008 5:03 am

Daily Views – January 25, 2008

Company Tags: Wal-Mart de Mexico (WMMVF.PK); LTD, M, AAPL, NWS, MGM 9 pm ET…January 24, 2008 --- Comment on Markets, Companies & Events in the News South of the Border Tonight we go south of the border…from Wal-Mart (WMT: $22.22, Mkt Value: $195 B) in the USA to Mexico City, Mexico. Wal-Mart de Mexico (WMMVF.PK: $3.50; MV: $29 B) represents Wal-Mart’s first international operation, a 50% joint venture with Cifra S.A in 1992. In 2000, Cifra officially changed its name to Wal-Mart de Mexico. Here’s a link to its December news: http://www.pinksheets.com/otciq/ajax/showFinancialReportById?id=13402 Other retailers, like Limited (LTD: $17.15; MV: $6…

TuesdayJan 22, 2008 6:28 pm

Daily Views for January 22, 2008

Company Tags: Mastercard (MA); American Express (AXP), Discover (DFS); Citigroup (c), Westpac Bancorp (WBK) 9 pm ET…January 22, 2008 --- Comment on Markets, Companies & Events in the News The stock market was a roller coaster today. The Dow fell 128 points to close at 11971. Traders considered this a bearable loss after the morning saw a 300 point drop in literally the first minute of trading – and that drop came after the Fed cut rates by ¾ of a percent, the first cut of such magnitude since 1990 when the economic fallout from the S&L crisis of the…

Site Search

Company Search

Tag: Daily Views