SubscribeThe 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..
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(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.)
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The Week In Preview - Gifts for Dad
May 29, 2008
Here is the recent article that appeared on AOL Finance/Blogging Stocks this week:
Stocks Reviewed: (DBRN) (DELL) (GMTN) (LGF) (MW) (MNRO) (MOV) (RL) (SNDA) (SHLD)
Father’s Day is around the corner. Why not spend some time looking at the coming earnings and how Dad’s Day may have an impact. It is funny to see how many of the companies reporting earnings this week actually have links to Father’s Day.
While this column has been obviously bearish of late, there are a few potential winners that may appear, just in time for the big day. Time to stock up on gifts for dear-ole-dad, or get farther away from stocks? You tell me…
The Week in Preview - Misery Loves these Companies
May 11, 2008
An excerpt from my weekly AOL Money/Finance column:
The earnings party of last week was full of fun and frolic. For the most part, if you followed my list of recommendations, you would have had you very own – “Fiesta de Finance.” (See Week in Preview – May 5)
The earnings season is still in full swing and should prove to give a great deal of action with the stocks that will be reporting. But these companies will have to fight through a few new economic barriers. With oil pushing past historic levels and questions beginning to surface concerning the ability of the investor to continue to support a market that has so many headwinds, the mood is likely to shift moving forward. It is time for discipline, short and simple. Now, more than ever investors need a plan. If you need help developing your strategy, you may want to check out my book, The Disciplined Investor.
In last the last Read more
AOL Finance: The Week In Preview May 5-9
May 5, 2008
An excerpt from my weekly AOL Money/Finance column:
The week in preview: Optimism reigns, but will earnings news prolong the fiesta?
May 5th - 9th 2008 - We are investing in optimistic times. News — good or bad — seems to magically morph into an opportunity to move markets higher. In the past week, even more than usual, weak economic news was accompanied by commentary along the lines of, “it could have been worse,” and other euphoric sentiments.
It is difficult to determine whether this is another short-covering bear market bounce or a real rally. But next week will bring us new information that will start to indicate where the answer lies. For now, investors are looking at the glass as half-full. Cash on the sidelines is moving in to equities, partly because there are very few other alternatives. Yields are low, commodities are risky and real estate is taboo.
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