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June 30, 2008
Each week, The Disciplined Investor Podcast takes a look at the markets, the economy and the worldwide investing scene in search of opportunities. This podcast has an outstanding lineup of guests each episode who help to provide savvy insight and valuable commentary.
Host Andrew Horowitz and guests will help you learn how to profit in any market condition. Economics, Business News, Stocks, Bonds, Funds, Options are all fair game.
Join in on one of the hottest Business and Investment Podcasts available today. Subscribing is easy and free.
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Lehman’s Private Letter to Limited Partners
June 13, 2008
Lehman Brothers (NYSE:LEH) sent another “feel-good” letter to their clients that hold positions in Lehman sponsored partnerships. This is not the first of these smokescreens that Lehman published in an attempt to take our eyes off of the real problems. Is it me or is it terribly concerning how gullible many of these companies believe that we are. I still have not hear an apology for the blatant and disrespectful lies misinformation that was promoted by the overzealous PR team over at Lehman HQ. Below is the June 11 letter and my comments….
LEHMAN BROTHERS
399 PARK AVENUE, NEW YORK NY 10022 TELEPHONE (212) 526-0977 FACSIMILE (646) 758-4269
MICHAEL J. ODRICH, MANAGING DIRECTOR, HEAD OF PRIVATE EQUITYDear Partner:
As the second quarter comes to a close, financial markets remain under stress. Actions taken by the Federal Reserve have provided additional stability for capital markets, although the operating
environment has yet to revert to what we would consider normal. We write to discuss how Lehman Brothers has been impacted and to reiterate our confidence with where we stand as a Firm.My comment: Did they say confidence?
Click here to read the rest of the article on MSN Money/Top Stocks
Money Girl - Stock Screens
June 11, 2008
Excerpt from the recent MoneyGirl Episode:
(Yes, I am still guest host!)
Webster’s Unabridged Dictionary states that the word Quantitative can have varied meanings. For our purposes, we will look at only two:
quan-ti-ta-tive
(Math.) The resolving of problems by reducing the conditions that are in them to equations.
(Logic) The tracing of things to their source, and the resolving of knowledge into its original principles.
So, essentially, we are looking to utilize simple or even complex equations to find stocks that meet certain criteria through an automated system…
…Once you get the hang of the idea, the process is simple. What you need to do is to get your hands on a good screening tool to help with process. The one I recommend is provided by MSN Money. While you can use MSN’s screener for free, in order to make use of the advanced features, you will need to have an MSN Hotmail or Passport account, which again is free and after you’ve completed the quick registration you can navigate to the MSN Money screening page.
The Week in Preview: Mixed Bag
June 8, 2008
At best it was a week that was difficult at worst it was a very concerning sign about what is to come. We have finally seen a significant drop in the overall sentiment due to extraordinarily high oil prices mixed with an unemployment level at 5.5%. The mixture of these and other troubling economic projections has finally come to cause investors to pause and realize that this is no place to be accepting risk beyond what is absolutely necessary.
This week will show a significant amount of reservation by investors not accepting of any shortfalls on earnings or even outlooks that are not significantly rosy. The current picture and the economic outlook was the focus of The Disciplined Investor Podcast this week with help from money manager and economist, Michael “Mish” Sheldock.
Monday, in June 9
Shuffle Master (NASDAQ: SHFL) will be reporting earnings that are expected to be $.07 per share. This has continued to be a difficult market for them even as casino construction has..
Read the rest of the article on AOL…
(ASHW) (CMED) (CYBX) (KFY) (LEH) (PBY) (QSII) (SHFL)
The Week In Preview - June 2nd
June 1, 2008
Excerpt from The Week in Preview for AOL Finance/Blogging Stocks:
How did we get here anyway? Housing and construction companies have been crushed as the bubble burst and now investors have to make a critical decision. Do you stay and hope for a recovery or bag it and move to another position that has the potential to provide better returns?
Monday, June 2
The week begins with the 10 am release of Construction spending and the ISM Index. Construction spending is expected to continue to be weak as is the ISM.
Then we have a few housing-related earnings releases that should be of interest. Watch NCI Building Systems Inc. (NYSE: NCS). This company is engaged in manufacturing and marketing of metal products for the nonresidential construction industry. Terrific! This is a company that is suffering along with the entire construction sector…that is for sure. In fact, they company lowered the outlook for the remainder of the year back in March. It stands to reason that not much is better. The ace in the hole is the recent trend of lowering expectations and then coming out with an earnings beat. Even so, this has too much potential for problems and the sideline is a good vantage point to watch the earnings announcement, which is expected to come in with a PROFIT of 31 cents per share on $365 million of revenue. (Uh…That I would like to see.)
Read the rest of the article on AOL/Blogging Stocks
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