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USG Earnings and Conference Call Notes

November 1st, 2008 by James Cullen

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More on this topic (What's this?)
Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)
USG (USG) on Housing (Todd Sullivan's - ValuePlays, 4/29/08)
Top Stories for the Week at VIN (Todd Sullivan's - ValuePlays, 1/12/08)
Read more on USG at Wikinvest

See more F, Housing, IR, Industrials, James Cullen, SHW, USG, WY | 1 Comment »

Surveying the Rubble: Tech, Retail, Industrials and Materials

October 16th, 2008 by James Cullen

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More on this topic (What's this?)
Dividend Aristocrats are outperforming the markets in 2008 (Dividend Growth Investor, 10/22/08)
E Piffanee (Random Roger's Big Picture, 10/17/08)
A comment came in yesterday about how long it might take to get back to even from this bear market (Random Roger's Big Picture, 11/16/08)
Read more on S&P 500 at Wikinvest

See more AEO, COH, Commodities, FCX, IR, Industrials, James Cullen, KBR, Retail, Tech | 3 Comments »

Aggressive Model Portfolio, Year-to-Date

August 18th, 2008 by James Cullen

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More on this topic (What's this?)
Initial Thoughts from the LBS Conference (Robert Salomon's Blog, 5/20/08)
New telco insights are catching on (Communications Breakdown, 4/17/08)
Accenture's Cashflow and Buyback Should be Catalysts for the Stock (Stocks and Blogs, 11/5/07)
Read more on Accenture at Wikinvest

See more ACN, AVTR, EXEL, HW, IR, James Cullen, Long Stocks, PDLI, PRD, PRS | No Comments »

What Could a Stronger Dollar Do?

August 15th, 2008 by James Cullen

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More on this topic (What's this?)
Beer, Beaches and the Euro (Contrarian Profits, 8/16/08)
Euro Kidding Me (Week 36) (The Dividend Investing Blog, 8/27/08)
Fortis Rescued, but Hypo Bank May Go Bankrupt Monday (naked capitalism, 9/28/08)
Read more on Euro (EUR) at Wikinvest

See more BA, BRK, Commodities, Currencies, Financials, IR, Industrials, Insurance, James Cullen, Tech, Utilities, WTM | No Comments »

Looking for a Neutral Take on Ingersoll-Rand (IR)? Look Elsewhere!

June 16th, 2008 by James Cullen

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More on this topic (What's this?)
Buying and Selling Ingersoll-Rand (The Iconoclast Investor, 9/18/08)
More on Ingersoll-Rand (The Iconoclast Investor, 9/19/08)
An Update to Thejuice’s LVLT Model (Telecom Ramblings, 8/26/08)
Read more on Ingersoll-Rand Company at Wikinvest

See more IR, Industrials, James Cullen, Long Stocks, UTX | 1 Comment »

Don’t Be Too Skeptical on Ingersoll-Rand (IR)

May 11th, 2008 by James Cullen

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More on this topic (What's this?)
Senator Grassley Targets Goldman-Treasury Conflicts, Net Operating Loss Gimmie (naked capitalism, 11/17/08)
The Middle Class is Dying a Slow Death (Contrarian Profits, 11/19/08)
NY budget hell (Option ARMageddon, 11/19/08)
Read more on Taxes, Ingersoll-Rand Company at Wikinvest

See more IR, Industrials, James Cullen | No Comments »

Ingersoll-Rand (IR): Earnings Analysis

May 1st, 2008 by James Cullen

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More on this topic (What's this?)
Fed asks for new powers (Option ARMageddon, 5/8/08)
FT: Treasury proposes new powers for Fed (Option ARMageddon, 4/29/08)
WSJ Walks Bernanke To The Gang Plank (The Prudent Investor - Seeing To..., 4/29/08)
Read more on Ingersoll-Rand Company, Federal Reserve at Wikinvest

See more IR, Industrials, James Cullen | 1 Comment »

Market Underestimating Ingersoll-Rand’s (IR) Earnings Power

April 1st, 2008 by James Cullen

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More on this topic (What's this?)
Buying and Selling Ingersoll-Rand (The Iconoclast Investor, 9/18/08)
More on Ingersoll-Rand (The Iconoclast Investor, 9/19/08)
Ingersoll-Rand to Buy Trane in Largest Corporate Buyout in Recent Months (Money Morning, 12/17/07)
Read more on Ingersoll-Rand Company at Wikinvest

See more CAT, DE, IR, Industrials, James Cullen, Long Stocks, UTX | 2 Comments »

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