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This is a partial compilation of Douglas McIntyre (BloggingStocks)'s posts
and is not meant as a complete representation of the blogger's performance.
Douglas McIntyre (BloggingStocks)'s Blog Posts
CSCO
The Miracle at Cisco
08/11/08
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8/6 - "There are two reasons Cisco's numbers are surprising. The first is that its large router business primarily sells products to telecom and cable companies. Capital spending in those sectors has not been sharply increasing, so Cisco must be improving its market share or its margins.
Another s...
Domino Effects of Credit Crunch Could Have Severe Consequences
07/28/08
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7/28 - "In a turn that no one could have expected, the banking community is in such a tight credit fix that even companies with near-perfect credit cannot get loans...Bank credit is now declining at an annualized pace of more than 6 percent. The Times calculates "That is a drop of nearly $150 billion...
 GE
GE: A Buy for Yield
07/01/08
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6/29 - "It pays a yield of nearly 5%. The company is still tremendously profitable and has $15 billion in cash...If the U.S. stock market continues to drop, the successful investing tactics of the last several years, which involve putting money into is stocks because equities in general are rising qu...
 GM
F
Short Sellers Making a Smart Bet Against Ford and GM
06/23/08
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6/20 - "The short interest in Ford is now larger than that of any other company traded on the NYSE. Shares short in the company hit 317.6 million as of June 15, up 31.3 million from the end of May. At GM that number rose 14.9 million to 120.2 million."
"The fact that the car companies will keep lo...
DIS
Wall Street Misreads Disney's Results
05/08/08
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5/7 - "Wall St. opened the champagne and passed around the caviar. The Disney theme park business, which analysts view as a proxy for consumer spending, posted a revenue increase of 11% to $2.725 billion.
Of course, no one bothered to read the fine print. Easter moved into the first quarter this y...
CSCO
Cisco's Downbeat Forecast More Important than Decent Earnings
05/07/08
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5/7 - "Cisco (NASDAQ:CSCO) did just fine in its last period. For the fiscal second quarter, the company reported a 7.2% increase in net and a 16.5% increase in revenue. Both numbers hit or bested forecasts...But, it was Cisco's look into the future which troubled Wall St."
"The Cisco predictions s...
UBS
UBS Layoffs Show that Wall Street's Problems Aren't Over
05/07/08
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5/6 - "UBS (NYSE:UBS) is making a bid to increase the unemployment rate all on its own. The bank will lay-off 5,500 people, mostly investment bankers. It will also sell a package of $15 billion portfolio of subprime mortgages to Blackrock (NYSE:BLK). According to Reuters,"UBS cautioned that condition...
S
DT
Why a Sprint-DT Merger Makes Sense
05/05/08
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5/4 - "DT has a very significant problem in the U.S., and it is one that the company cannot overcome on its own. The firm's U.S. wireless venture, T-Mobile, runs a distant fourth among carriers in the U.S...Sprint has deep troubles of its own. It has run into subscriber retention issues since the Nex...
SIRI
XMSR
Short Sellers Make a Large Bet Against Sirius
05/02/08
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4/25 - "Either short sellers don't think a merger between Sirius (NASDAQ: SIRI) and XM Satellite (NASDAQ: XMSR) will happen, or they don't believe that the deal will save the two debt-laden companies. Short interest in Sirius rose 20.2 million shares for the period ending April 15 compared with March...
GM
F
GM's Production Cuts More Important than Ford's Earnings
05/01/08
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4/29 - "Those not watching the main event might have noticed the side-show where GM was cutting a huge portion of its capacity to build pick-ups and SUVs. Over 3,500 people were laid off in the process. According to The Wall Street Journal "The move will reduce by 88,000 the number of pickup trucks G...
MSFT
Microsoft's Good News: It's No Longer Just Software
04/25/08
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4/25 - "Analysts hung crepe for hours after Microsoft (MSFT) announced it quarterly results. Revenue did not grow enough and earnings were light. Sales were actually down at the company's three huge divisions: client, servers, and business...What may have been lost in the mayhem is that Redmond has t...
TWC
CMCSA
Good Results from AT&T is Bad News for Competitors
04/23/08
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4/22 - "Growth in AT&T U-verse TV service, the company's next-generation IP-based video service, continued its strong ramp during the first quarter, achieving a net subscriber gain of 148,000 to reach 379,000 in service. AT&T expects a further ramp in the quarters ahead and is on track to reach its t...
F
GM
Detroit Can't Take Another Bad Quarter
04/10/08
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4/2 - "It has been almost three years since Wall Street was concerned about whether the big US car companies like GM (NYSE: GM) and Ford (NYSE: F) would make it...Now, the issue of how the US car companies will make it is on the table again. In March, Toyota's (NYSE: TM) sales were down over 10%. But...
AMR
DAL
Aloha Airlines: A Canary in the Coalmine?
04/03/08
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3/31 - "Aloha Airlines went into Chapter 11 last week. That was not enough. Now the carrier says it is ending passenger service after 60 years of operation...It is no coincidence that carriers like AMR (NYSE:AMR), Delta (NYSE:DAL), and Northwest (NWA) are near their 52-week lows. Someone, somewhere t...
RIMM
Takeaway from RIM's Earnings: What's Cheap Still Sells
04/03/08
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4/3 - "Blackberry had a quarter most companies can only hope for in a recession. Revenue doubled in Q4 to $1.88 billion, much better than Wall St. expected. The company shipped 4.4 million smartphones during the quarter and 24 million for the year. It guidance was awesome...The success of RIMM may te...
CFC
Former Countrywide (CFC) execs enter mortgage vulture realm
03/28/08
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If you can make money lending money to people who can't afford mortgages, why not make money buying them back. Several former Countrywide (NYSE: CFC) managers have linked up with Blackrock (NYSE: BLK) to set up a firm, Private National Mortgage Acceptance Company, to buy troubled mortgages. According...
LEN
Home builders sucked into credit crisis
03/27/08
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As the financial crisis spreads quickly from Wall Street to other industries, two large home builder projects have received default notices. The problems involve developments in Las Vegas, where house prices have collapsed.
A project involving KB Homes (NYSE: KBH), Lennar (NYSE: LEN), and Toll Bro...
MOT
Wall Street Spits on Motorola Break-Up
03/26/08
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3/26 - "Motorola (NYSE: MOT) announced this morning that it would break itself into two companies. By sometime next year the handset division will be pulled away from the mobility and enterprise divisions.
The stock is up barely 1% on the news.The problems is that, even broken it pieces, Motorola ...
TOL
LEN
Home builders sucked into credit crisis
03/25/08
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As the financial crisis spreads quickly from Wall Street to other industries, two large home builder projects have received default notices. The problems involve developments in Las Vegas, where house prices have collapsed.
TOL
KBH
Home Builders Sucked Into Credit Crisis
03/16/08
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3/15 - "...already weakened firms could face a credit crisis of their own as home prices continue to drop and the potential value of homes under construction face going on the market for a fraction of what they may have brought just a year ago.
Some of the large home building company stocks have l...
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