Home » December 29, 2005 Entries posted on “December, 2005”

Mailbag: The Trouble With Timocracies

December 27, 2005 – Minyanville.com Vitaliy, Can you believe this? I mean, really, what is with these people working at Wal-Mart (WMT)? If they wanted to have a lunch break, they should have gone to college (like you and I), don’t you think? The next thing you know they’ll want to be paid for overtime. [...]

December 29, 2005 | Posted in Stock Analysis | Read More »

National Grid’s Boring Little Secret

December 21, 2005 – Motley Fool   By Vitaliy Katsenelson, CFA   If you need words to describe National Grid (NYSE: NGG), “stable,” “predictable,” and “unexciting” spring to mind. Reading its financials stirs so little excitement that if you can’t sleep, you might want to leave a copy of its 20-F (a 10-K equivalent filed [...]

December 23, 2005 | Posted in Stock Analysis | Read More »

Lloyds Weathers the Storm

December 13, 2005 – Motley Fool   Lloyds TSB’s (NYSE: LYG) recent announcement that it experienced slower growth in consumer lending and higher defaults in its consumer segment did not come as a surprise, and its stock actually went up on the news. One reason for that is that the company says its dividend will [...]

December 16, 2005 | Posted in Stock Analysis | Read More »

Sporadic Thoughts: A quick look at Symantec

December 9, 2005 – Minyanville.com Symantec (SYMC) looks somewhat alluring on the surface: it is trading at 18 times next year’s earnings. It looks even more appealing if you factor in a $4 billion cash pile, which accounts roughly for 20% of the company’s market capitalization. However, a look at company stock options expense kills [...]

December 9, 2005 | Posted in Stock Analysis | Read More »

Mailbag: Corporate Citizen

December 9, 2005 – Minyanville.com   Vitaliy, With regard to your Wal-Mart (WMT) piece. You should be ashamed of yourself. The idea of exploiting those less fortunate is not the type of thing I have come to expect out of the Minyanville. I would think your typical long term Wal-Mart employee fits the bill of [...]

December 9, 2005 | Posted in Stock Analysis | Read More »

Recently Commented

  • Anonymous: Great story and I admire your work. Did you marry a Russian girl? Being married to a Russian girl and...
  • Christian Rivera: Also can Walmart grow eps 15%/yr like they did from 1996 to 2006?
  • Christian Rivera: Vitaliyk, do you think Walmart will increase margins more than 50% (3.5% to 5.3%) in the next...
  • McCoy Penninger: I really enjoyed reading this.  Dead on.
  • I Need Money: So I guess is we hear Hoenig say that “the Fed should stick to its mission as lender of last...