SubscribeDH Unplugged #61: Goldman Sachs (GS) Redux
April 21, 2010
Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine, Goldman Sachs (GS), earnings and much more….
NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link…
Listen to reasons why and then take a look at the spreadsheet for results. News and item discussed in this episode – CLICK HERE
CLICK HERE TO LISTEN TO EPISODE # 61
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Airlines: A Closer Look at Load Factors
April 21, 2010
If you take a look at the load factors for the airlines, it can provide a glimpse into a few things. First, it can be viewed as the capacity utilization for the airline and it can also be looked at as the margin potential. It shows the amount of efficiency with respect to the total amount of seats available.
March was a good month as both more people were Read more
Links and Reading for April 20th
April 20, 2010
Some of the more interesting and important items for April 20th :
- Coca-Cola 1Q profit rises 19 pct on overseas gains – Yahoo! Finance – Coca-Cola Co.'s first-quarter profit climbed 19 percent as the world's largest drink maker continued to expand rapidly overseas.<br />
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That offset persistent weakness in the U.S. as shoppers skimped on buying soda, water, juices and teas. - FSA to Investigate Goldman Sachs’s London Units After SEC Files Fraud Suit – And?
- Greece’s Borrowing Costs More Than Double on Concern Nation Will Default –
- School lunches called a national security threat – Diet and nutrition – Retired military officers say kids are growing up too pudgy for service
- ♪♫ Electro 2010 ★★★★★ (18/28) ஜ۩۞۩ஜ –
- Peabody, Consol Coal Operations Top U.S. in Most Violations – Cleaning up the worlf!
- A Google Tablet Could Be Good News for Adobe – Bits Blog – NYTimes.com – True?
Indicators We Are Watching: A Bold Prediction on the Baltic Dry Index
April 19, 2010
Clearly there was a substantial shock to the markets when the SEC surprised all with a fraud charge against what many thought was the “untouchable” Goldman Sachs (GS). Whether this is going to be a catalyst that will change the sentiment or not will be tested over the next week or so. For now, earnings are coming in and companies have generally done well to contain costs and provide for nice beats as compared to expectations.
The real wild-card now (aside from Greece and other sovereign concerns) will be the Icelandic volcano eruptions. That is estimated to cost the airline industry upwards of $200 million per day that they are unable to fly due to the ash cloud that has spewed 25,000 feet into the atmosphere. (Surely global warming is to blame – wink). If the volcano does not rest for weeks, it could cause severe damage to many European economies.
But, materials and food must still be transported. So, there should be a rather significant surge in pricing and volume for alternative modes of transport. The Baltic Index could see Read more
TDI Podcast 157: Simply Elegant Technical Analysis
April 18, 2010
Guest: Terry Bedford and Andrew discuss simple rules to follow trends. How many times have you wished that there was an easier way to understand the trend. Moving averages, trend-lines, support/resistance are all party of Terry’s simple, but 
effective strategy. Also, what is wrong with Goldman (GS)? AND, a new thesis with a couple of stocks that may fly….
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Terrence M. Bedford is president and founder of Bedford and Associates Research Group, a boutique investment research firm located in Toronto, Canada. Founded in 1993, Bedford and Associates Research Group is a boutique research firm providing equities investment research to individuals, pension, mutual and hedge funds. Read more
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