Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Wednesday, November 21, 2007
Paragon Buy to Let Mortgage Lender Crashes 40% On Credit Crunch / Companies / Banking Stocks
By: Nadeem_Walayat
Paragon , Britian's third largest buy to let mortgage financing company crashed 40% yesterday and appears to be following a similar path to Northern Rock Bank. Both financial institutions relied heavily on the credit markets to finance loans to mortgage borrowers and both have been hit by the credit crunch. However not being a bank with no customer base, Paragon appears did not go the whole hock down the short-term funding route as Northern Rock and hence has managed to stumble along until yesterday.Read full article... Read full article...
Monday, November 19, 2007
Banking Stocks - Is It Time To Buy? / Companies / Banking Stocks
By: Nadeem_Walayat
Having warned of the problems facing UK banks back in August and specifically that by Northern Rock Bank, followed by subsequent commentary warning of the continuing crash in the finance sector. Now the sell off of all and sundry may present long-term opportunities in the hard hit sector.Read full article... Read full article...
Friday, November 16, 2007
Federal Express (FDX) Tip of a Iceberg? / Companies / Technical Analysis
By: Mike_Paulenoff
News that Federal Express (FDX) lowers guidance and is coming clean about its rising imput costs (apparently, tis the season to come clean in lots of businesses) could be the tip of the iceberg that is providing clues to us about expectations ahead of the forthcoming holiday season... In any case, have a look at the BIG picture view of FDX, which is in a powerful correction that has a way to travel on the downside prior to completion... and which likely is reflection of a softer than expected US economy now and going forward...Read full article... Read full article...
Sunday, November 11, 2007
Commodity And Vital Resource Producer Stocks are a Good Way to Protect Against Subprime Credit Crunch / Companies / Corporate Earnings
By: Roger_Conrad
Earnings season is winding down. As always, not every company made its numbers. In fact, even in the essential service end of the market, there were some bad misses.
The news on SPRINT NEXTEL CORP, for example, continues to get worse and worse. Not only did the third quarter numbers show dramatic customer losses to AT&T and VERIZON COMMUNICATIONS, but the company has now abandoned its venture with CLEARWIRE CORP that was supposed to revive its floundering WiMax development efforts. That throws the future of the projected $5 billion investment in doubt. In response, the shares have tumbled again.
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Tuesday, November 06, 2007
Goldman Sachs in Bearish Digestion / Companies / Financial Crash
By: Mike_Paulenoff
By popular demand, another look at the Goldman Sachs (NYSE: GS) chart-- to provide insights into the plight of the financial sector and its Financial Select Sector SPDR (AMEX: XLF). Let's notice that GS remains under its Aug-Oct support line, which was violated yesterday at 225.00 and which still presents serious resistance to any rally effort.Read full article... Read full article...
Monday, November 05, 2007
Attempt at Manipulation of Ratings Agencies - Rubins Cube / Companies / Market Manipulation
By: Brady_Willett
On November 8, 2001 Robert Rubin called senior Treasury Department official Peter Fisher and asked him if he could tell the bond rating agencies to hold off on downgrading Enron. Mr. Rubin, who served as Treasury Secretary from 1995 to 1999, was clearly using his high-up contact(s) in an attempt to influence the supposedly non-biased rating agencies, and he was doing so because he worked for Citigroup, a large Enron creditor. Read full article... Read full article...
Saturday, November 03, 2007
Corporate Earnings Focus on the Real Numbers / Companies / Corporate Earnings
By: Roger_Conrad
Does it really matter whether or not a company makes Wall Street estimates? What about employment or GDP growth numbers coming in above or below consensus? Is there a magic number for crude oil inventories that will trigger a higher or lower price? At no time in the markets are numbers more widely watched than earnings season. First come the pre-announcements and handicapping, as analysts put every company with a half-decent following under the microscope.
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Saturday, November 03, 2007
Seriously Bearish Stock Market News - Downward Pressure On Exxon's Margins / Companies / US Stock Markets
By: Brian_Bloom
The following table shows Exxon's Gross Profit Margins over various periods:
| PERIOD ENDING | 30-Jun-07 |
31-Mar-07 |
31-Dec-06 |
30-Sep-06 |
| Total Revenue | $ 98,350,000 |
$ 87,223,000 |
$ 90,028,000 |
$ 99,593,000 |
| Cost of Revenue | $ 55,658,000 |
$ 47,597,000 |
$ 26,554,000 |
$ 64,537,000 |
| Gross Profit | $ 42,692,000 |
$ 39,626,000 |
$ 63,474,000 |
$ 35,056,000 |
| GP % | 43.4% |
45.4% |
70.5% |
35.2% |
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Wednesday, October 31, 2007
The Money Programme – Britain's Brilliant Ideas Boom - Friday 2 November 7.00-7.30pm BBC TWO / Companies / Learning to Invest
By: BBC
Libby Potter reveals how to
turn a eureka moment into a
fortune
Britain has become a nation of inventors and the number of people submitting ideas for patents has never been higher. The boom is being fuelled by programmes like Dragons' Den, but how easy is it to cash in on your "eureka" moment?
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Sunday, October 28, 2007
Utilities Analysis - Telecoms, Steel and Energy / Companies / US Utilities
By: Roger_Conrad
Is cable's goose cooked? Is the jig up on what's been torrid growth for the past few years? Are the big phone companies finally going to bury them?
That's certainly the line being trumpeted by the financial media this week. Once investor darlings, cable television stocks have plummeted in recent weeks, with the selling accelerating as third quarter earnings season has gotten underway.
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Wednesday, October 24, 2007
United Auto Workers (UAW) Sellout at GM and Chrysler / Companies / US Auto's
By: Stephen_Lendman
The September and October United Auto Workers (UAW) GM and Chrysler agreements are just the latest examples of union leadership surrender and betrayal. It's an ominous sign of labor's plight and clear indication of what's ahead - more for business, less for workers, and no relief in sight with union bosses out for themselves and more allied with business and imperial interests than their own rank and file.Read full article... Read full article...
Wednesday, October 24, 2007
UK Firms Resiliant To Credit Crunch Market Turmoil / Companies / Credit Crunch
By: Lloyds_TSB
Business Barometer for September shows:• Majority of firms expect activity to increase over the next year
• Industrial sector drives confidence
• Confidence in wider economy drops sharply
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Wednesday, October 24, 2007
Canada Oil Tar Sands - My next great investment trip! / Companies / Canadian Stock Market
By: Money_and_Markets
Tony Sagami writes: In a few days, I will again head out in search of the next great hidden investment gem. As is often the case, I will be traveling well off the beaten path, to a place completely unsuitable for Gucci loafers or Armani suits.Read full article... Read full article...
Tuesday, October 23, 2007
Protecting the Average Investor - Having it Both Ways / Companies / Investing
By: Paul_Petillo
The joke goes something like this: As Christopher Cox, chairman of the S.E.C. navigates his first balloon flight without an instructor, he finds himself in a little bit of trouble. Fog has set in and his compass no longer works. His staff, along for the ride became worried. He decides to descend to get his bearings. The fog clears somewhat as he comes closer to the ground. He spots Ben Bernanke walking his dog with another man.Read full article... Read full article...
Wednesday, October 17, 2007
Energy Trust Takeover Keeps Canada's Conservatives in Tough Spot / Companies / Canadian Stock Market
By: Chip_Hanlon
Because last year's bombshell that Canada would change the way it treated royalty trusts was fraught with political risks, not only did the country's ruling conservatives pull it off with surprising ease at the time, they've dodged all the bullets since. This latest one, however—the announced takeover of PrimeWest Energy Trust by Abu Dhabi 's national oil company—may be a tougher bullet to dodge. Here's why:Read full article... Read full article...
Tuesday, October 16, 2007
Oil Refiners Profit Margins Seasonal Weak As Crude Oil Rises and Gasoline Prices Fall / Companies / Oil Companies
By: Elliot_H_Gue
During the past two weeks, we've heard negative pre-announcements or weaker-than-expected earnings guidance from a number of energy firms, including Marathon Oil , Valero Energy and Chevron Corp . To some, this appears incongruous: With crude trading near all-time highs, the conventional wisdom is that these firms should be making record profits. Read full article... Read full article...
Monday, October 15, 2007
A Skeptical Eye On The Promised Demise of Big Utilities / Companies / US Utilities
By: Roger_Conrad
I've never been impressed by hype surrounding supposedly “disruptive” new technologies—developments billed to change the balance of power in an industry. And my skepticism meter goes positively off the chart when the claims pertain to communications and other utility-like industries.
Saturday, October 13, 2007
Deal to End UK Royal Mail Postal Strike / Companies / Corporate News
By: Sarah_Jones
Union and Royal Mail Management announced a deal on Friday that looks set to bring the highly damaging postal strike to an end that has seen chaos in the UK's postal system for near 2 weeks. However details of the deal have yet to be presented to the Unions Executive on Monday.
Friday, October 12, 2007
Virgin Group Rescue Bid for Northern Rock Bank / Companies / UK Banking
By: Sarah_Jones
A consortium led by Richard Branson's Virgin Group has submitted a rescue offer to the Northern Rock Bank's board of directors.Read full article... Read full article...
Sunday, October 07, 2007
Citibank £10billion Loan Facility and Potential Take Over of Northern Rock Bank / Companies / Corporate News
By: Phillipa_Green
Citibank in prelude to a potential take over bid for Northern Rock bank agreed to provide the troubled bank with a £10 billion loan facility.Read full article... Read full article...