BMC: Street Overreacting to BMC’s BladeLogic Purcha..about BMC 03/31/08
My latest column is up at RealMoney . In it, I explain why I think the negative reaction to BMC Software’s (BMC) purchase of BladeLogic (BLOG) was overdone. In summary: BladeLogic is gro...
HOG: Why I’m Not High on HOGabout HOG 03/31/08
My latest column is up at RealMoney . Although it is cheap, I don’t think Harley Davidson (HOG) is cheap enough. In summary: It would be one thing if earnings were growing 12% per ye...
DAL: Taking the Money and Running From Deltaabout DAL 03/17/08
Last September I was bearish on Delta Airlines (DAL), saying “How quickly we get from something that looks enticing to something that looks like it came out of bankruptcy five months ago. Wh...
WBSN: Trying to Make Sense of Websenseabout WBSN 03/17/08
My latest column is up at RealMoney . It is about Websense (WBSN), which provides companies with Internet security tools. In brief, I like the company, but I’d like it more at a different pri...
RSH: Is RadioShack Finally Worth Buying?about RSH 03/17/08
I don’t expect RadioShack to grow. But it should be worth buying as long as they can limit their cash flow declines to 5% or so annually. Combined w...
Trucking Index Declines09/02/08
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According to the American Trucking Associations:
The American Trucking Associations’ advanced seasonally adjusted For-Hire Truck Tonnage Index decreased 0.3 percent in July, marking the first month-to-month drop since April. The seasonally adjusted tonnage index equaled 116.2 (2000 = 100) in July,...
Order Cancellations08/29/08
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Econoday has an article out today showing the relationships between the durable goods accounts: shipments, new orders, backlog and inventory. They note that there are now some signs of order cancellations, which demonstrates that the apparent strength shown by strong new orders in recent months was s...
OMIMHSOMI: Is Owens and Minor a Major Bargain?08/29/08
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This is a reprint of my 25 August 2008 RealMoney column.
Owens & Minor (OMI) is the nation’s leading distributor of medical and surgical supplies to the acute-care market. It’s also a health care supply-chain management company and a national direct-to-consumer supplier of testing and monitor...
UHSLPNTLPNT: Are Analysts Missing the LifePoint?08/28/08
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The following article is a reprint of my 26 August 2008 RealMoney column.
Since 2001, hospital stocks have been looking green around the gills. Shares of LifePoint (LPNT) , Universal Health Services (UHS) and Community Health (CYH) have pretty much gone nowhere. Tenet Healthcare ...
Re: UPS: Long UPS, Short FDX Paired Trade May Work04/23/08
Can't the same be said about any pairs trade? If you look at each of the last several calendar years, one of the two stocks typically outperforms the other by at least 10% - more often 20-30%. Alternatively, switching between the positions (rather than a pair trade) would be a potential strategy here.
More willing to take occasional risks while protecting assets from the risk of major losses. Portfolio is comprised mostly of solid companies with a history of consistently creating returns for investors, but includes some riskier holdings such as smallcaps, or foreign companies that will posses larger returns.
Stock Market Beat editor William A. Trent, CFA, has been an equity analyst since 1996 on both the sel
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Stock Market Beat editor William A. Trent, CFA, has been an equity analyst since 1996 on both the sell-side and later the buy-side. Most recently he was Senior Equity Analyst for New Amsterdam Partners LLC, a $6 billion institutional asset manager. His experience covers all market-cap sizes and is primarily within the TMT (Telecom, Media and Technology) and Transportation sectors. He is available for freelance writing and consulting projects and can be contacted at editor (AT) stockmarketbeat (DOT) com. He is not, however, a registered investment advisor and will not accept funds for management.
Stock Market Beat editor William A. Trent, CFA, has been an equity analyst since 1996 on both the sel
