Tuesday, January 28, 2014

  • December Durable Goods Report: A Massive Disappointment

    By Doug Short : The January Advance Report on December Durable Goods was released this morning by the Census Bureau. Here is the Bureau's summary on new orders: New orders for manufactured durable goods in December decreased $10.3 billion or 4.3 percent to $229.3 billion, the U.S.…

  • Corning Management Discusses Q4 2013 Results - Earnings Call Transcript

    Corning ( GLW ) Q4 2013 Earnings Call January 28, 2014, 8:30 a.m. ET Executives Ann Nicholson - Director of Investor Relations James Flaws - Vice Chairman and Chief Financial Officer Analysts Wamsi Mohan - Bank of America Merrill Lynch Mehdi Hosseini - Susquehanna Financial Group Mark Sue -…

  • Ukraine prime minister Azarov resigns

    Parliament repeals controversial anti-protest law and President President Viktor Yanukovich accepts the resignation of Prime Minister Mykola Azarov

  • Simply Loving Ford In 2014

    By Quoth the Raven: "The company had an outstanding year, earning a profit that was higher than last year's strong performance and one of our best years ever. Our results were driven by record profits in North America and Asia Pacific Africa, improved results in Europe and another…

  • Fred's Inc.: Investor's Optimism About Industry Has Led To A Valuation Disconnect

    By Balanced Investing : The retail industry continued to experience growth despite the economic turmoil during 2008-09. The future of the retail industry seems quite attractive to me however Fred's Inc. ( FRED ) will be among those few companies that will not be able to experience such high…

  • North America and Asia fuel Ford profit

    US carmaker's full-year earnings reach $8.6bn amid strong sales in the US of its F-series pick-up trucks and a surge in demand in China

  • Exelon Revisited

    By Anthony Grossi : About two years ago I wrote a lengthy piece recommending Exelon ( EXC ), and I was disastrously wrong. Not only has the stock price been in a never ending nose dive, but they had to cut the dividend, which seriously undermines the purpose of owning an utility in the first place.…

  • Will Ford's Stock Catch Up With The Company?

    By BubbleBustInvesting : Last year was one of the "best year ever" for Ford Motor Company ( F ), according to the company's 4Q report released this morning: • Full year 2013 pre-tax profit of $8.6 billion, an increase of $603 million from a year ago, was one of…

  • UK economic growth best since 2007

    The UK economy grew 0.7% in the final quarter of 2013 and by 1.9% for the year, the Office for National Statistics says, led by the services sector.

  • Italian Events Spinning Away From The Letta And Alfano Government

    By Marc Chandler : Political developments in Italy are happening faster than Prime Minister Letta can maneuver. The economy he is overseeing is the poster child of ECB President Draghi's assessment of a weak, fragile and uneven recovery in the euro area. While Spain's Target2 imbalances are…

  • China Telecom's $400mm Medical Smartphone Agreement Is Great News For China Techfaith Wireless

    By John Sheehy : Swiss healthcare technology company Lifewatch AG ( OTC:LFWWF ) just announced a 5 year $400mm agreement with China Telecom ( CHA ) for distribution of medical smartphones and related support services. As manufacturer of the phones , China Techfaith Wireless ( CNTF ) will benefit…

  • Teradyne: An Attractive Tech Stock

    By Arie Goren: I find Teradyne Inc. ( TER ) stock as a good combination of value and growth tech stock. The stock has risen only 13.4% since the beginning of 2013; this compared to 25.5% rise of the S&P 500 index, and 36.7% rise of the Nasdaq Composite Index at the same period, but from now on…

  • Wall St rebounds ahead of Fed meeting; Apple weighs on techs

    NEW YORK (Reuters) - U.S. stocks edged up on Tuesday after a three-session decline on the S&P 500, but an unexpected drop in durable goods orders in December and disappointing iPhone sales at tech giant Apple kept investors on edge ahead of a two-day Federal Reserve meeting.

  • Camtek: Modeling The GreenJet Effect

    By Jonathan Fishman : In this article I'll try to model the effect the GreenJet soldermask printer can have on Camtek's ( CAMT ) results and zoom in on the basic assumption underlying Camtek's market size assumptions. If you haven't heard about the GreenJet, I suggest reading my…

  • Polycom Offers Solid Risk And Reward Heading Into 2014

    By BuyTheDip SellTheRip : Polycom ( PLCM ) : A Decent Risk/Reward Opportunity Overview In a year when the market ripped 30%, PLCM failed to find its footing and shares remained relatively stagnant. The stock is just hanging around although it has made an 8% move to the upside over the…

  • Good Or Bad, PBF Energy Won't Be Boring

    By Stephen Simpson, CFA : At what point to a company's misses say more about the characteristics of an industry and those analysts who cover it rather than the company itself? I ask that question at the beginning, as it seems to really apply to PBF Energy ( PBF ). PBF has a lot of things that…

  • 6 Times We Betray Our Budgets (And Clever Ways To Stop)

    by Allison Kade

  • Ford Will Keep Motoring Higher

    By Seeking Profits : Shares of Ford ( F ) rallied 2% on Tuesday morning after the company reported a pretty solid quarter (press release available here ). While Europe remains soft and Latin America faces new challenges, Ford continues to perform very strongly in the U.S. and is quickly expanding…

  • S&P Down 3 In A Row As 2-Day Fed Meeting Begins

    (click to enlarge) On Monday the futures gapped higher and rallied a little further. Then in came what we call "rolling sell programs." The S&P index arbitrage sell programs showed up almost every half hour until the S&P futures contract [^GSPC:SNP] made its low at 1767. After the low…

  • Obama's economy in 17 charts

    When the president entered office in 2009, the economy was issue No. 1. It still is today.

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