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World food prices at all-time high

The data and chart are from the United Nations. Bill Luby adds some detail on the rising prices: Among the various sub-indices, the most dramatic increase has been seen in sugar, which is up 51% in just four months and is up a staggering 239% over the course of the […]

Outlook

World food prices at all-time high

by Mick Weinstein
Published January 10, 2011
David Tepper’s reputation precedes him: Dean Foods’ stock rises 11.25% after disclosure of his stake (DF, LWAY, SFD)

David Tepper—a renowned value investor, hedge fund manager, and founder of Appaloosa Management—disclosed today that he has a 7.35 percent stake in Dean Foods Co (NYSE: DF). Tepper is probably best known for his strategy of investing in bank stocks during 2009 when other investors were running away from them. […]

Archive

David Tepper’s reputation precedes him: Dean Foods’ stock rises 11.25% …

by Yolander Prinzel
Published January 9, 2011
Douglas Estadt adds OptexSystems to his Management Access model (OPXS)

See important disclosures Manager Douglas Estadt’s strategy is to wait for a credible growth story before adding a position to his Management Access model. He then looks for the news to be priced in before he sells. On December 23rd, Estadt added Optex Systems Holdings Inc (OTC Bulletin Board Market: […]

Strategies

Douglas Estadt adds OptexSystems to his Management Access model (OPXS)

by Yolander Prinzel
Published January 9, 2011
What’s in your wallet?

The good folks at Marketplace decided to pick up where the WSJ left off a couple years ago and restart man-on-the-street ‘what’s in your wallet?’ videos (WSJ did Charles Barkley, among others). Here’s their first effort: What’s in Your Wallet: Disney Concert Hall, Los Angeles from Marketplace on Vimeo.

Outlook

What’s in your wallet?

by Mick Weinstein
Published January 9, 2011
The new C-Note: Benjamin’s looking good, but what’s with the drama?

The new $100 bill has overcome its initial difficulties and is now out and about. Here’s the official, dramatic unveiling video from the Treasury:

Outlook

The new C-Note: Benjamin’s looking good, but what’s with the …

by Mick Weinstein
Published January 9, 2011
Analytic Investment adds Puda Coal to its Focus Value model (PUDA, ACI, ANR, JRCC, PCX)

In Covestor’s Focus Value model (performance shown above – click to enlarge), the goal is to capture mispricing opportunities caused by market inefficiencies. On December 27th, Focus Value manager Analytic Investment added Puda Coal Inc (AMEX: PUDA) to the model. Many investors are looking to green energy providers for long-term […]

Strategies

Analytic Investment adds Puda Coal to its Focus Value model …

by Yolander Prinzel
Published January 7, 2011
Gap and Target fall almost 7 percent after missing expectations (GPS, TGT, M, AEO, ARO)

Despite the fact that the retail sector enjoyed its best holiday shopping season since 2006 in November and December of 2010, many retail stocks fell today. The reason behind the drop was that many stores’ December sales missed analysts’ expectations. Stores like Gap Inc (NYSE: GPS) which announced today that […]

Archive

Gap and Target fall almost 7 percent after missing expectations …

by Yolander Prinzel
Published January 7, 2011
Here’s what $3 trillion looks like

That’s the total expected cost of the Iraq war, according to Joseph Stiglitz. How can you even grasp such gigantic numbers, which are thrown around daily to quantify government debt, the credit crisis and international policy measures?  To help, graphic designer David McCandless created this animation in the format of the […]

Outlook

Here’s what $3 trillion looks like

by Mick Weinstein
Published January 6, 2011
Tablets are huge, and component makers like NVIDIA stand to gain (AAPL, HPQ, MOT, NVDA)

If you were alive and old enough to be aware of trends in the early 1980’s, then you probably remember the big stir caused by the Commodore VIC-20, an affordable personal computer that was the first PC to sell one million units. That may not sound like a big number […]

Archive

Tablets are huge, and component makers like NVIDIA stand to …

by Yolander Prinzel
Published January 6, 2011
Seeking long-term value with minimal risk (OSK, NNI)

In Sreeni Meka’s Long Term Value model, the goal is to invest in the low-risk equities of companies with strong balance sheets. The top holding in the model is Oshkosh Corp (NYSE: OSK). In September, the company announced that its Chairman and CEO, Robert G. Bohn, had decided to retire. […]

Archive

Seeking long-term value with minimal risk (OSK, NNI)

by Yolander Prinzel
Published January 6, 2011
Delta’s auction to get bumped

Airlines routinely overbook flights, recognizing the statistical likelihood that a certain percentage of booked passengers won’t show. But when it appears that a particular flight will have too many folks ready to board with bags in tow, the airline has to get generous with one of two methods: a pre-emptive offer […]

Outlook

Delta’s auction to get bumped

by Mick Weinstein
Published January 5, 2011
Grocery stocks fall hard on downgrades, but some remain bullish (SVU, SWY, WFMI, RDK, TFM, CASY)

Morgan Stanley and BMO analysts downgraded several grocery stocks today, causing their stock values to recede substantially. Morgan Stanley downgraded both SUPERVALU INC (NYSE: SVU) and Safeway Inc (NYSE: SWY), while BMO downgraded Whole Foods Market Inc (NASDAQ: WFMI). Losses in the sector weren’t restricted to just those downgraded positions. […]

Archive

Grocery stocks fall hard on downgrades, but some remain bullish …

by Yolander Prinzel
Published January 5, 2011

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