USG: Supply High, Demand Low, Pricing Still Improving

April 24th, 2009 by

James Cullen

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Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Q1 Market Review, Part II: Dow Industrial Components

April 20th, 2009 by

James Cullen

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See more HD, INTC, Industrials, JNJ, James Cullen, KO, Large Caps, MCD, MMM, MRK, UTX, WMT, XOM | 1 Comment »

This Week Crucial to Investor Emotion

March 16th, 2009 by

CA Editors

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S&P 500 Chart update (studentofmarkets.com, 4/8/09)

S&P 500 Earnings for 4Q 2008 (Capital Ideas, 3/2/09)

Dividend Stocks to Avoid (Dividend Growth Investor, 4/21/09)

USG Earnings and Conference Call Notes

February 11th, 2009 by

James Cullen

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Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Freeport McMoRan (FCX) Earnings and Conference Call Notes

January 28th, 2009 by

James Cullen

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Is there a bubble forming in copper? (Zero Hedge, 4/23/09)

Copper demand outlook in the short term (Zero Hedge, 4/5/09)

What Does Dr. Copper Think About the US Economy? (The Wikinvest Daily Angle, 5/14/09)

Read more on Freeport-McMoRan Copper & Gold, Copper Prices at Wikinvest

See more Commodities, FCX, Industrials, James Cullen, Large Caps | 4 Comments »

The Death of the Balance Sheet Financer

December 30th, 2008 by

James Cullen

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The Recent Oil Price Rise Will Slow or Stop (Jim Kingsdale's Energy Investmen..., 6/15/09)

Gold climbs to $1250, Oil at $200 (Investment U, 5/26/09)

The Outlook for Oil (Jim Kingsdale's Energy Investmen..., 6/1/09)

Read more on McDermott International, Oil Prices at Wikinvest

See more DOW, FCX, FLR, Industrials, International, James Cullen, KBR, MDR, Oil and Gas | No Comments »

Auto Bailout Pits General Motors (GM) vs. Alan Greenspan

December 2nd, 2008 by

James Cullen

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Bill Repko's GM DIP Affidavit And Evercore's Generous Compensation Structure (Zero Hedge, 6/1/09)

GM Dealers Get Ultimatums To Follow New Rules/Not To Hinder Bankruptcy Or Be Shut Down (Zero Hedge, 6/3/09)

A "New Look" Government Motors? HAHAHAHA (Blogging the Commodity Bull Market, 7/1/09)

Read more on General Motors, Alan Greenspan, 2008 Financial Crisis at Wikinvest

See more Autos, GM, Industrials, James Cullen | 3 Comments »

POSCO Steel (PKX): Asian Giant Underestimated

December 2nd, 2008 by

CA Editors

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Weekly Stock Pick (Invest2Success, 12/15/08)

Cautiously, Steelmakers Raise Prices, Reopen Mills (Real Wealth - Global Wealth Report, 1/7/09)

Cautiously, Steelmakers Raise Prices, Reopen Mills (Real Wealth - Money and Markets, 1/7/09)

Food for Thought: China, Credit Spreads, Asset Allocation

November 28th, 2008 by

James Cullen

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Guest Post: China - Economic Catastrophe Unfolding (Zero Hedge, 6/21/09)

Soc Gen: "Expect New Equity Lows In H2", China Is The Global Achilles Heel (Zero Hedge, 6/17/09)

“This One Little Stock Could Change the Way You Live!” (Stock Gumshoe, 7/2/09)

Read more on Investing in China, Asset Allocation, Food & Beverage at Wikinvest

See more Industrials, James Cullen, Oil and Gas, Stock Market | No Comments »

Conference Call Notes: Fluor (FLR), McDermott (MDR), and DynCorp (DCP)

November 11th, 2008 by

James Cullen

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Top 10 Worst Wall Street Sex Scandals in History (Stock Trading To Go, 5/19/09)

Blackwater’s Loss is DynCorp’s (NYSE: DCP) Gain (Contrarian Profits, 2/5/09)

Fluor-ishing in a Recession (The Razor's Edge, 12/3/08)

Read more on McDermott International, Dyncorp International, Fluor at Wikinvest

See more DCP, Energy, FLR, Industrials, James Cullen, MDR, Oil and Gas | 5 Comments »

KBR: A Hedge Fund Liquidation Special

November 7th, 2008 by

James Cullen

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Barron's Hedge Fund Rankings 2009: Top 100 List (market folly, 5/18/09)

Hedge Fund LP Secondary Market Interest Update (Zero Hedge, 5/11/09)

Hedge Fund Masters (World Beta - Engineering Targete..., 5/26/09)

Read more on KBR, Hedge Funds at Wikinvest

See more Energy, Industrials, James Cullen, KBR, Long Stocks, Oil and Gas | 4 Comments »

USG Earnings and Conference Call Notes

November 1st, 2008 by

James Cullen

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Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Re-Assessing Harley-Davidson (HOG): Add, Cut, or Hold?

October 30th, 2008 by

James Cullen

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Buffett Buying Harley-Davidson Bonds (Zero Hedge, 2/3/09)

Warren Buffet’s Investment in Harley-Davidson, don’t get too excited about it (Dividend Growth Investor, 2/4/09)

Harley Davidson Shipment Details ($hog) (Todd Sullivan's - ValuePlays, 10/31/08)

Read more on Harley-Davidson at Wikinvest

See more HOG, Industrials, James Cullen, Large Caps, Long Stocks | 3 Comments »

Surveying the Rubble: Tech, Retail, Industrials and Materials

October 16th, 2008 by

James Cullen

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Reaching for the Bottom (What can I do with 10 grand?, 10/10/08)

Emerson Electric (EMR) Dividend Stock Analysis (Dividend Growth Investor, 7/2/09)

S&P 500 Chart update (studentofmarkets.com, 4/8/09)

What Could a Stronger Dollar Do?

August 15th, 2008 by

James Cullen

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Stock Market Predictions: “Crazy” About the Dollar (Investment U, 8/14/08)

Two Charts for Monday (Red-Hot Energy and Gold at Money..., 8/11/08)

Another Contrarian Indicator Supporting a Stronger Dollar (LongShortTrader, 8/20/08)

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USG: Supply High, Demand Low, Pricing Still Improving

Q1 Market Review, Part II: Dow Industrial Components

This Week Crucial to Investor Emotion

USG Earnings and Conference Call Notes

Freeport McMoRan (FCX) Earnings and Conference Call Notes

The Death of the Balance Sheet Financer

Auto Bailout Pits General Motors (GM) vs. Alan Greenspan

POSCO Steel (PKX): Asian Giant Underestimated

Food for Thought: China, Credit Spreads, Asset Allocation

Conference Call Notes: Fluor (FLR), McDermott (MDR), and DynCorp (DCP)

KBR: A Hedge Fund Liquidation Special

USG Earnings and Conference Call Notes

Re-Assessing Harley-Davidson (HOG): Add, Cut, or Hold?

Surveying the Rubble: Tech, Retail, Industrials and Materials

What Could a Stronger Dollar Do?