Archive for March, 2009:

Randoms: Quarter-End Looms

{ Posted on Mar 27 2009 by Minyanville }
Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also Slippery When Wet!Gate Sniffage! - 9:58 ...Read More »

The Ratings Reformation

{ Posted on Mar 27 2009 by Minyanville }
As someone who focuses on equities for a living I usually don't spend much time thinking about the rating agencies. I recently took a look at them with the thought that they might be beaten up enough to merit ...Read More »

What Did Fast Money Talk about Last Night?

{ Posted on Mar 27 2009 by Ockham Research Staff }
Categories : All, Ockham
If you missed the show, it was pretty intense.  And with the discussion on Dylan Ratigan quitting the show, there has been a lot of noise today on this. Here is the Ockham Chart on all of the stocks mentioned.  To ...Read More »

Apple Still Looking Juicy

{ Posted on Mar 27 2009 by Minyanville }
Greetings from New York where I tried to sign up for Twitter yesterday - both to see what the fuss was all about and to harass the 12 Najarian brothers. After 30 minutes and language much much stronger than “twitter ...Read More »

Infomercials: Still Parting Fools, Money

{ Posted on Mar 27 2009 by Minyanville }
For insomniacs they just added insult to injury: Bleary-eyed you'd see a bizarre cavalcade of products that were guaranteed to change your life to both slice and dice - and if you called in the next 15 minutes you’d get ...Read More »

Sugar-Coating the Recession

{ Posted on Mar 27 2009 by Minyanville }
In a time of widespread unemployment and economic uncertainty it makes sense that an increasing number of adults are turning to candy to boost their spirits.According to ShoppingBlog.com: “Cadbury (CBY) reported a 30% rise in profits for 2008 while ...Read More »

S&P Watch: Testing the Bounce

{ Posted on Mar 27 2009 by Minyanville }
Editor's Note: The following was posted in real time on our premium Buzz & Banter. It's being shared here for the benefit of the Minyanville community.I don’t always pay attention to the long view for short-term trading - not because ...Read More »

Google’s New Ad Strategy

{ Posted on Mar 27 2009 by Minyanville }
Google (GOOG) seeks to connect its TV-ad selling business with YouTube and if all goes well extend it to video on other websites. The initiative is part of Google’s effort to diversify its base beyond online advertising which now accounts ...Read More »

Manitowoc Sells Ice Division: Unlikely to Thaw Debt

{ Posted on Mar 27 2009 by Ockham Research Staff }
Categories : All, Ockham
Manitowoc (MTW) is selling its ice making equipment divisions responsible for the brands Scotsman, Ice-O-Matic, Simag, Barline among others.  Manitowoc will receive $160 million in exchange for the business from Braveheart Acquisitions a subsidiary of private equity giant Warburg Pincus.  ...Read More »

Bears Back to Maul Financials?

{ Posted on Mar 27 2009 by Minyanville }
Having a little trouble labeling and sizing this chart. So let me explain. I took the 10-day dollar volume of the SKF/FAZ combo and divided it by the 10-day dollar volume of the UYG/FAS combo. Each bar represents a ...Read More »