SubscribeAudio: DHUnplugged #29 – Reflecting on the Market’s Move Up.
July 22, 2009
Weird earnings reports and the recent upswing discussed. New insights for anyone who invests in anything. What to do? This chat is presented as-is for anyone who wants to listen in. Much more….
Podcast: Play in new window | Download (Duration: 57:56 — 39.8MB)
Links and Reading for July 21st
July 21, 2009
Some of the more interesting and important items for July 21st :
- Senate votes to stop production of F-22 jet – We are dismantling the military, driving up the deficit and more people out of work than in long time…. are we there yet?
- Apple smashes profit forecasts, iPhone shines – It is an amazing thing to see such perfection amid such malfunction
- Japan Shipping Stocks Fall as Bulk Rates Drop; Chip Component Shares Gain – Ping pong anyone?
- Yahoo outlook misses, shares slip – So many pages, so little profit
- Woolworths Sales Rise 5.4% as Supermarket Growth Accelerates in Australia – WalMart watch out
- Jefferson County to Put One-Third of Workers on Leave as Money Runs Out – This is getting ridiculous
- Health-Care Plans in Congress Fail to Cut Medical Costs, CBO Director Says – What?
- Harley-Davidson deepens cuts as 2Q profit tumbles (AP) – That was a pig of a quarter…
- JPMorgan Chase Profit Jumps 36%, Beats Analysts’ Estimates on Record Fees – Fantastic… But how?
Diesel Inventories Telling Us Something?
July 21, 2009
API put out their Oil, Gas and Distillates information this evening and I wanted to take a look at the numbers as well as the latest diesel inventory data. The reason we look at diesel is to see what is occurring in the commercial transportation area. In other words; are we seeing any traffic and movement that would signal that deliveries of orders are beginning to increase. Read more
Video: Consumer Stocks Gone too Far?
July 21, 2009
Click below for link to video:
TXN Geographic Segmentation
July 20, 2009
Upon looking over the earnings that will be coming after the bell, I was curious to see how much of the total income of Texas Instruments (TXN) came from outside the U.S.
Why? Well, Intel (INTC) for one was an amazing story that showed remarkable income from Asia. Extrapolating what could occur this quarter if TXN showed a nice revenue segmentation toward Asia could provide clues as to the next move for the stock.
See for yourself….Impressive…..
60% Asia and steady…. The earnings release will be very telling as to whether Intel was a one time wonder or something to take REAL notice of.
(Click chart to enlarge)
Links
