July 25, 2005 – Financial Times The stocks of American local telephone companies are down substantially from their heyday of the late 1990s and they have been facing problems on many fronts, including fierce competition from cable operators. But not all phone companies are created equal. In the middle of the South Pacific, Telecom Corp [...]
July 22, 2005 – Minyanville.com The light at the end of the tunnel appears very bright for banking stocks as aging baby boomers will likely demand more of their products and services as they get deeper into the retirement stage of their lives. However, in the meantime the light is flickering somewhat as banks are [...]
By Vitaliy Katsenelson, CFA July 18, 2005 – Minyanville.com A couple of days ago headlines read, “Dutch company VNU, Inc (VNUVY) announced they would buy IMS Health (RX) for $6.9 billion†(a modest 15% premium). However, in its press release, RX announced that it is merging with VNU. Did VNU buy RX [...]
July 13, 2005 – Minyanville.com / MarketWatch Commentary: Weakness driven by shortsightedness DENVER (MarketWatch) — Abbott Labs got a less than happy round of applause Wednesday from the market even as it beat the consensus earnings number by a penny. The top line growth, however, was more than impressive as sales grew 15.2% in constant [...]