SocialPicks Sentiment:
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This Quarter's Sentiment:
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From the Blogosphere
O'Reilly Automotive (ORLY) Solid Results; Making Progress on CSK Acquisition
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I just have to start laughing to myself - here I have a solid company O'Reilly Automotive (ORLY); it beats by a whopping 7 cents ($0.47 v $0.40) with upside guidance for the year (granted, they only increased it by the amount of this quarter's beat) and the stock does nothing after hours - after being down 3% on the day in an up market. Meanwhile I watch the crumbs of the Earth jumping 10-20-30% on disaster earnings but with magic words of "stabilization" from the CEO (imagined or otherwise). All about expectations - it's buy the flea market junk era.
Much like <>Fidelity National Financial ...
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Earnings of Note Monday-Tuesday
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Some names I am looking at early this week
Monday
Fund holdings - Baidu.com (BIDU) and First National Financial (FNF). The former broke through the 200 day moving average Thursday but I cut it down to 1 share on super froth. The latter has been stagnat the past 8 days, with each day an intraday low hitting the 50 day moving average. Very strange. I cut back a bit to a 2.5% stake since I have double jeopardy in these guys with FNF and FAF. I expect good things but the stock action has been weak"ish" and this is the more expensive of the two - not that it matters because nowadays all secto...
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Fidelity National Financial (FNF) Misses; Underlying Metrics the Real Story
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Fidelity National Financial (FNF) missed their estimate relatively large but a somewhat muted reaction after hours - this is more of a multi year play on housing recovery so I am more interested in what they have to say than the numbers. That said I wish it was up 30% on a massive loss while the CEO says he sees stabilization - but we don't seem to own those type of stocks.
Analysts are just guessing at the numbers as the range was -0.05 to 0.31, and they basically hit the low end of the range with a 6 cent loss. MANY caveats I will lay out below since a very large integration was underta...
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Bookkeeping: Some Selective Purchases
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I am hoping the market itself sort of calms down and stays in a relatively wide range (although tomorrow at 2 PM will provide the normal nonsense knee jerk reaction to Fed announcement) and we can perhaps get back to stock picking for the first time since summer 2008. That said, I've been saying that for the better part of a year... but it almost feels "normal" at this moment.
Fidelity National Financial (FNF) was down about 3% after hours on the first blush on earnings but obviously my blog entry turned the tide ;) [Fidelity National Financial Misses; Underlying Metrics the Real Story] It ...
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A Chance to Get Back in the Market
<>I am hoping the market itself sort of calms down and stays in a relatively wide range (although Wednesday at 2 PM will provide the normal nonsense knee jerk reaction to Fed announcement) and we can perhaps get back to stock picking for the first time since summer 2008. That said, I've been saying that for the better part of a year... but it almost feels "normal" at this moment.
Fidelity National Financial (FNF) was down about 3% after hours on the first blush on earnings but obviously my blog entry turned the tide ;) [Fidelity National Financial Misses; Underlying Metrics the Real Story] It ...
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About Fidelity National Financial Inc.
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