Archive – All Entries
July 2008
June 2008
May 2008
- American Express Analysis (43)
- Forbes Praises Active Value Investing (23)
- Kiplinger Interview on Jos. A. Banks (24)
- Income Pie Implications (16)
- Plane Lessors Headed to the Desert (16)
- Lloyds TSB, Still a Good bank but cautious… (19)
- Look to the margins when using the price/earnings ratio (25)
April 2008
- Additional Thoughts On Starbucks (31)
- Is it a Bull, Bear or Cowardly Lion Market? (25)
- Active Trader Magazine Interview (26)
March 2008
- Starbucks International Growth (33)
- Jackson Hewitt - To Be or Not to Be? (27)
- Katsenelson Predicts (23)
- Patience and More Patience (17)
February 2008
- Interview with Advisor Perspectives (20)
- Interviewed by Jim Puplava at Financial Sense (23)
- Down to the Last Drop of Profit Growth (28)
January 2008
- What does Hank know? (19)
- BusinessWeek Video Interview (20)
- Bank of America - The Contrarian (35)
- Creator of Incentives (24)
- Dragged Down by IRS and IRS is Your Friend (27)
December 2007
- Will Gold Shine Again? (26)
- Denver Post Article: One step up, one step back (419)
- Book Excerpt: The Making of Capitalistic Pig I am Today (24)
- Russia’s Depressing Story (18)
- Joseph A. Banks - Another Quarter, Same Great Story (38)
November 2007
- Citigroup - As Good As it Gets? (82)
- Interview With Vitaliy Katsenelson by Philip Durell and Bill Mann (6)
- Interviewed By George at Fat Pitch Financials (1)
October 2007
- Video Interview: Apple - Don’t Buy! Jackson Hewitt - Buy and my book (9)
- Uncle Al (3)
- What we’ve learned… (0)
- Jackson Hewitt an Opportunity? (2)
- Time to Be Downbeat About Wal-Mart? (1)
- My Book is out! (3)
September 2007
- The Fed’s Irresponsible Move (14)
- Bad Decisions Were Ours (28)
- London is Expensive (21)
- First Marblehead - a Value But Not for Light Hearted (10)
- Anti-Social Investing (23)
August 2007
July 2007
- You call that a sell-off? (11)
- Motorola’s Loss, Nokia’s Gain! (16)
- Good Company vs. Good Stock (3)
- The Truth Is In… (15)
June 2007
- Flip Flopper? (209)
- Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans (123)
- Interesting… (0)
- Subprime Downgrade…more to come? (0)
- Meet Your New Local Banker - China (68)
- The Joseph A. Banks Machine! (215)
- More than just keeping up with the Dow Joneses (0)
- First Marblehead: Attractive Opportunity (72)
May 2007
April 2007
March 2007
February 2007
- China - Does It Really Matter? (6)
- Don’t Let Bull Market Convince You That You Are Smart (4)
- The Future of Corporate Profits. The "E" in the P/E Equation (11)
January 2007
- Some Thoughts On JNJ and Abbott Labs (16)
- Russia: We Don’t Need the West Anymore (29)
- Market Timing and Discipline (21)
- Abbott or GE - who is smarter? (9)
- Oil Service Stocks vs. Big Oil Stocks (31)
- Howard Stern’s $83 million Bonus (3)
- The Best of: Sirius Has Made a Deal with the Devil… (2)
- Post Scriptum (13)
- Blame Home Depot’s Board, Not Nardelli (726)
December 2006
- CEO’s Responsibility (14)
- CNBC Interview: Oil, diapers and US economy (13)
- Great Job Bob! (13)
- Pfizer: Blockbuster success is a double-edged sword (0)
- It Is Not the Cards You are Dealt; But is How You Play Them (131)
November 2006
- Wal-Mart So Far So Wrong (222)
- Interview with Vitaliy Katsenelson (22)
- Excited… Synergy… CVS/Caremark (21)
October 2006
September 2006
- Need I say more? (5)
- Oil, diapers and US economy (44)
- Don’t Hit the Panic Button Just Yet (35)
- Brilliant! (2)
- Russian Thievery (11)
- Reaction to Toll (9)
- Mr. Toll at “It” Again (19)
- China Redux (31)
- The Best of: Dell, Not Yet? (7)
- Jos. A. Bank: You Betcha! (20)
- China stuck in overdrive (2)
- Jos. A Bank Is a Patient Joe (0)
August 2006
- Toll’s Bias and Housing Market (0)
- Random Thoughts: China; Ebay; Intel vs AMD and HP vs Dell (4)
- Random Thoughts: Lion’s Gates; Life Centence; Danger of Cheap Stocks; Large and in Charge (0)
- Dividends on the Ride Down (3)
- Fall in love again with a bellwether friend (6)
- Being Contrarian With Jos. A. Bank (7)
July 2006
May 2006
April 2006
March 2006
- Chicken Run: Value Manager’s Dream? (100)
- Lloyds: Prime for Takeover (0)
- Expect the Unexpected (5)
- The Profit Margin Paradigm? (216)
February 2006
- Protection Against a Dangerous Enemy (0)
- The Future of Corporate Profits (5)
- Why Are Bank P/Es So Low? (209)
January 2006
December 2005
- Mailbag: The Trouble With Timocracies (0)
- National Grid’s Boring Little Secret (0)
- Lloyds Weathers the Storm (0)
- Sporadic Thoughts: A quick look at Symantec (0)
- Mailbag: Corporate Citizen (2)
November 2005
- Sporadic Thoughts: Retail, Consumer and First Data (4)
- Newspapers look flimsy in a digital world (1432)
- Wal-Mart’s Double Standard & Sin Stocks (1)
- Cendant: The Anatomy of Sell and More (21)
- Mailbag: Buybacks and Dividends (43)
- Sporadic Thoughts: Aroung the Eearnings Block and Bargain Basement? (0)
- Dividends and Share Buybacks (441)
October 2005
- Sporadic Thoughts: Consumer, Airlines Pricing Power and Google (7)
- Mailbag: Wal Mart - The Capitalist Pig (2)
- Wal Mart - The Capitalist Pig (20)
- Thoughts on Abbott Labs and Lloyds TSB (12)
- The Good, the Bad and the Ugly – US Bank - 3rd Quarter 2005 (18)
- A Good Company Versus a Good Stock (6)
- Show some respect for a solid British bank (23)
- Mailbag: The Russian Front: Oil, Putin and Prosperity (69)
September 2005
- The Russian Front: Oil, Putin and Prosperity (3)
- Discussion on Katrina (2)
- Approach to risk management (19)
- Merck - Back of the Envelope Analysis (9)
August 2005
July 2005
- Small telecoms market means NZT is nearly alone in its field (90)
- The Good, the Bad and the Ugly – US Bank - 2nd Quarter 2005 (5)
- RX - Still a Gem, Just in the Wrong Hands (17)
- Why I am still in love with Abbott (54)
June 2005
May 2005
- Beware the boredom of the bear market (4)
- Demoting General Motors (1)
- The Good, The Bad, and The Ugly: Cendant (2)
April 2005
- The Good, The Bad, and The Ugly - US Bank (0)
- The Good, The Bad, and The Ugly - AJ Galagher (0)
- Don’t compromise in investment dating game (0)
- The Good, The Bad, and The Ugly: Kimberly Clark (0)
- Abbott - Gotta Love It! (1)
- Few accept slower growth gracefully (96)
- Introduction to Minyanville (0)
March 2005
January 2005
December 2004
- Alcatraz: The Remedy for White-Collar Crime? (0)
- Ukraine Developments Are a Positive Sign (2)
- Dollar General Fails to Show Me the Dollar (0)
November 2004
- Higher Rates Are a Clear and Present Danger to Economy (0)
- IMS Health: A Dusty Gem (50)
- Becton Dickinson Finds ‘Sweet Spot’ Pharmas Have Missed (0)
October 2004
- Sara Lee Struggling to Pass on Higher Commodity Prices (0)
- First Horizon on the Rise (4)
- Sirius Has Made a Deal with the Devil … (0)
- GM Bond Rating Downgraded by Fitch, Moody’s (0)
- The Perfect Storm Is About To Hit Automotive Stocks (7)
September 2004
- Searching for Truth in Stock Options, I Found Veritas (0)
- Pharmaceutical Industry Went Legit, Distributors Went Down (76)
- Ending Channel Stuffing Will Pressure Drug Companies’ Multiples (0)
- Merck - Positioning for a Sum-of-All-Fears Scenario (0)
- Becton, Dickinson Finds ‘Sweet Spot’ Pharmas Have Missed (0)
August 2004
- A Contrarian View on Oil Prices (1)
- Shedding Some Light on Investing in Russia (0)
- Why Motorola Is Not a Good Play on the Wireless Sector (1)
- TiVo: Being Acquired Might Be the Right Channel (0)
- Foreign Capital Russian Oil Infrastructure Needs Is Not Coming (1)