Comments on: Watch List

By: Watch List: Year End Review - Stock Market Beat - Our beat is the stock market. Our job is to beat it.

Sun, 31 Dec 2006 21:10:19 +0000

[...] Watch List [...]

By: Statoil and Norsk Hydro Form the 3rd Intra-Watch List Merger - Stock Market Beat - Our beat is the stock market. Our job is to beat it.

Tue, 19 Dec 2006 19:06:26 +0000

[...] Watch List [...]

By: Stock Market Beat » Blog Archive » Services Beat

Stock Market Beat » Blog Archive » Services Beat — Thu, 28 Sep 2006 00:25:56 +0000

[...] The Conference Board said its index of U.S. consumer confidence rose more sharply than expected in September to 104.5, up from an upwardly-revised 100.2 in August, as energy costs fell and job prospects improved slightly. This throws a modest kink into the consumer slowdown thesis, so we took a look around to see what other anecdotal evidence might be indicating. In short, it seems like buyouts are the buzzword rather than any overall economic outlook. TheStreet.com thinks hedgies may be looking to talk Watch List member Guitar Center (GTRC) into going private. It’s pretty clear to me what Sageview wants management to do: Don’t go into too much debt trying to double or even quadruple the number of stores; rather, take on debt to reduce shares, cut costs and perhaps even go private. [...]

By: Stock Market Beat » Blog Archive » Taking No Chances

Stock Market Beat » Blog Archive » Taking No Chances — Sat, 09 Sep 2006 03:30:32 +0000

[...] Taking No Chances Today our Watch List names sent a message: nobody is willing to take a gamble. [...]

By: Stock Market Beat » Blog Archive » Basic Materials Beat

Stock Market Beat » Blog Archive » Basic Materials Beat — Tue, 05 Sep 2006 17:09:08 +0000

[...] And then there was one. The board of nickel miner Inco Ltd. said Tuesday that it’s continuing to advise shareholders to vote for a combination with copper giant Phelps Dodge Corp., rebuffing a recent hostile bid from Brazil’s Companhia Vale do Rio Doce. But the all-cash offer from CVRD, the world’s largest producer of iron ore, could still win out when Inco shareholders vote on the deal next week, say analysts. Watch List member Sasol’s (SSL) number two man has flown the coop. [...]

By: Stock Market Beat » Blog Archive » Regional Jet Orders Likely to Continue (ERJ)

Thu, 31 Aug 2006 15:59:39 +0000

[...] Regional Jet Orders Likely to Continue (ERJ) Watch List member Embraer (ERJ) rallied yesterday on news of a large order from China for its regional jets. [...]

By: Stock Market Beat » Blog Archive » Transports Slowing?

Stock Market Beat » Blog Archive » Transports Slowing? — Tue, 29 Aug 2006 17:01:07 +0000

[...] Transports Slowing? Add a slowdown in transportation to the housing slowdown and rising gas prices as indications the economy is slowing dramatically. FedEx (FDX - Annual Report) is down nearly 20% from recent highs, and the sector as a whole has posted mediocre performance. Yesterday, Watch List member Landstar (LSTR - Annual Report) hosted its mid-quarter conference call, where instead of raising guidance as is their custom they merely reaffirmed existing guidance. The third quarter appears generally to be shaping up as we thought. However, we have seen some softening in certain accounts as previously mentioned. Based upon the continuation of current business levels, and the anticipated increase in seasonal demand in the September period, I’m reaffirming our prior revenue guidance for the 2006 third quarter for revenue in a range of 645 million to $665 million. [...]

By: Stock Market Beat » Blog Archive » Retail Details

Stock Market Beat » Blog Archive » Retail Details — Tue, 29 Aug 2006 16:56:55 +0000

[...] Gauging the consumer’s health is getting tricky. Watch List member TJ Maxx (TJX) topped Wall Street expectations with a 25% surge in profits and Zale (ZLC) posted a modest gain, but same store sales for YUM Brands (YUM) fell 3%. [...]

By: Stock Market Beat » Blog Archive » The Watch List This Week (August 20-26, 2006)

Sun, 27 Aug 2006 14:59:27 +0000

[...] The Watch List lost 1.84% last week, in line with the small- and mid-cap benchmarks that are the best comparisons. [...]

By: Stock Market Beat » 2006 » August » 24

Stock Market Beat » 2006 » August » 24 — Wed, 23 Aug 2006 21:25:53 +0000

[...] Stock Market Beater’s Watch List for Q306 [...]