Category: Uncategorized

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12/17/09

Permalink 10:21:34 am, by remmons Email , 154 words   English (US) latin1
Categories: Uncategorized

Latest Trades and News - 2009 Q4 Earnings

12/16/2009:Apogee Enterprises Inc. reported earnings of $0.39 compared to $0.21 expected by analysts, and $0.63 for the year ago quarter. more »

12/16/09

Permalink 02:20:54 pm, by remmons Email , 532 words   English (US) latin1
Categories: Uncategorized

BMY Spins off MJN. Are You Forced to Tender?

The ProblemIf you tender your Bristol Myers (BMY) stock for Mead Johnson (MJN), you could receive a 5% premium for your shares ($25.74 * 5% = $1.31). Does this mean that if you do not tender you shares, you will lose 5% of your investment? Are you… more »

10/19/09

Permalink 01:54:02 pm, by remmons Email , 717 words   English (US) latin1
Categories: Uncategorized

Latest Trades and News - 2009 Q3 Earnings

10/15/2009:Goldman Sachs (GS) issued a great quarterly earnings report of $5.25 compared to $4.25 expected by analysts and $1.18 for the year ago quarter. We currently have about 2.3% of our portfolio in GS and are considering buying more. more »

07/22/09

Permalink 11:11:17 am, by remmons Email , 645 words   English (US) latin1
Categories: Uncategorized

Latest Trades and News - 2009 Q2 Earnings

Every stock which we purchased in mid to late July is up. They all had better than expected quarterly earnings reports, and fairly low P/Es. more »

07/14/09

Permalink 03:18:51 pm, by remmons Email , 202 words   English (US) latin1
Categories: Uncategorized

Goldman Strikes Gold Again

Goldman Saks (GS) reported quarterly earnings of $4.58 which was much more than the $3.30 we expected based on the average of a number of analysts.The economy is bad, and we think it may get worse, but we played this one by the numbers and bought a s… more »

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We are not in and out traders, or market timers. We look for low P/E stocks, and hold them for a year or years. We also like to see some earnings stability or growth. With the current macro-economic uncertainties, we also look to collect some dividends while we wait. We try to buy right after a good earnings report, and hold until the P/E increases due to price increases (Yea!) or declining earnings (Boo!). See our references.

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