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Rebuttal: Why I’m Long BRLC

August 31st, 2007 by CA Editors

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Why American Eagle’s Valuation Doesn’t Even Matter Now

August 30th, 2007 by James Cullen

I’ve been keying on shares of teen retailer American Eagle (AEO) in the last month, arguing at various points about the strong brand, excellent growth prospects, and cheap valuation. Sometimes though, it is best not to overthink things.

The reasons you should buy AEO can be summed up in three lines:
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Four Reasons You Shouldn’t Buy Syntax-Brillian (BRLC)

August 30th, 2007 by James Cullen

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No Reason to Find in Favor of Pre-Paid Legal (PPD)

August 28th, 2007 by Tom Lyons

For those who have been following Pre-Paid Legal Services (PPD) the past few months have been a mix of jubilation and horror as the stock has been extremely volatile, trading in the high $30s in late February to the low $70s in mid-July before hitting a low of $39.45 on August 10th and bouncing back to the mid $50s. Shares plunged following the release of quarterly earnings that showed slow growth, and the bad timing right at the top of the market led to a big sell-off. My current interest in the stock stemmed from its appearance on the Top 25 Stocks for August list that James put out. While the movement in the stock has been rather extreme it is important to look at the events that caused such huge changes in perceived value and to look at the real impact on the company in the future. Read the rest of this entry »

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More Analysis and Commentary on Wal-Mart (WMT)

August 28th, 2007 by James Cullen

The article I wrote yesterday on Wal-Mart (WMT) has had a controversial reception, to say the least. Read the rest of this entry »

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Puffs of Life Still in ETLT Following a Strong Quarter

August 28th, 2007 by CA Editors

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Is It Wise to Shift to Cash?

August 28th, 2007 by CA Editors

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363 Billion Reasons to Buy WMT, Not Even Counting the 20% ROE

August 27th, 2007 by James Cullen

As I mentioned earlier, for the next several weeks I plan on going through the 30 components of the Dow Jones Industrials in the hope of finding one or two good mega-cap buys. The first stock I picked happened to be near the bottom of the list alphabetically, and with shares also at the bottom of just about any range I could find I felt compelled to start with retailer Wal-Mart (WMT).
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Game Plan for the Week; Updates on HLYS, HRB, BLDR, USG and More

August 26th, 2007 by James Cullen

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High Uncertainty Surrounds Payday Lender AEA

August 22nd, 2007 by CA Editors

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Chasing Fed Headlines, Missing the Real Story

August 21st, 2007 by James Cullen

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The New “Short 25″ List for this Market Downturn

August 19th, 2007 by James Cullen

Around the middle of the month, I update my quantitative model in order to find the worst stocks in the market - those being companies that aren’t very profitable, yet nonetheless trading at high valuations. For last month’s short list, the average return for the short list picks was 2.83% less than the S&P 500 (-8.6% vs. -5.7%), which is the benchmark for the model portfolio to beat. Although the results were mixed overall with winners just outnumbering losers, a few big losses from stocks like Sonus Networks (SONS) and Sapient (SAPE) helped the Short 25 portfolio beat the market nicely.

The new Short 25 list for the next month is: Read the rest of this entry »

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The Lastest Cyclical Mess in Financials: Why Sub-Prime Isn’t Going Away Soon

August 19th, 2007 by Tom Lyons

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Economic Data Reveals Conflicting Stories About Growth

August 17th, 2007 by CA Editors

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Take It On Faith: Who’s Buying What in This Market

August 16th, 2007 by James Cullen

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