Articles
Becton Dickinson Finds ‘Sweet Spot’ Pharmas Have Missed
BDX gets all the tailwinds of an aging population with none of pharma's political baggage. I don't remember politicians complaining about syringe prices.
Sara Lee Struggling to Pass on Higher Commodity Prices
October 27, 2004 – TheStreet.com: Street Insight Premium consumer brands no longer guarantee pricing power. Sara Lee (SLE) reported earnings ...
First Horizon on the Rise
October 26, 2004 – TheStreet.com: StreetInsight FHN is taking market share in the mortgage business from defunct small players. Management ...
Sirius Has Made a Deal with the Devil …
October 22, 2004 – TheStreet.com: Street Insight … and I don’t want to be around when payment is due. Paying ...
GM Bond Rating Downgraded by Fitch, Moody’s
Fitch and Moody's just downgraded GM's bonds. I think the rating agencies are right — and the pension problem alone tells me this story ends very badly for GM.
The Perfect Storm Is About To Hit Automotive Stocks
October 6, 2004 – TheStreet.com: Street Insight Rising interest rates, incentives, and declining profit margins are swirling around the automakers. ...
Searching for Truth in Stock Options, I Found Veritas
September 30, 2004 – TheStreet.com: Street Insight Veritas looked like a bargain, but when I adjust my cash-flow model for ...
Pharmaceutical Industry Went Legit, Distributors Went Down
September 28, 2004 – TheStreet.com: Street Insight Channel stuffing by pharmaceutical companies had handicapped the drug distribution industry. Drug distributors ...
Ending Channel Stuffing Will Pressure Drug Companies’ Multiples
I had a classroom realization: the entire drug distributor industry was built to help pharma companies fake smooth earnings. That premium valuation? It's gone.
Merck – Positioning for a Sum-of-All-Fears Scenario
September 9, 2005 – TheStreet.com: Street Insight September 17, 2005 – Realmoney.com Recent clinical studies on Vioxx and Zocor do ...
A Contrarian View on Oil Prices
Everyone is bullish on oil. I'm not. The bull case ignores the fallacy of composition — and when emotions peak, that's usually when I start looking the other way.
Shedding Some Light on Investing in Russia
August 28, 2004 – TheStreet.com: Street Insight Since I am the only contributor on the Street Insight that was born ...
Why Motorola Is Not a Good Play on the Wireless Sector
August 25, 2004 – TheStreet.com: Street Insight The real problem for Motorola will come when the growth rate of the ...
TiVo: Being Acquired Might Be the Right Channel
September 9th, 2004 – TheStreet.com: Street Insight I canceled my TiVo (TIVO:Nasdaq) subscription last week; the unit went back to ...
Foreign Capital Russian Oil Infrastructure Needs Is Not Coming
The Yukos scandal won't stop oil from flowing today — but it will scare off the foreign capital Russia desperately needs. That supply gap isn't going away soon.
The Place of No Returns
July 7, 2004 – TheStreet.com: Street Insight For the next decade the sign on the door of index funds should ...
BJ’s Wholesale
June 30, 2004 – TheStreet.com: Street Insight In this market environment “cash†is one of my favorite stocks. Though it ...
Dollar General: Is Not So General
June 10, 2004 – TheStreet.com: Street Insight DG should be accumulated on any consumer weakness numbers. There is still growth ...
Barron’s is Wrong on Colgate
April 28, 2004 – TheStreet.com: Street Insight The most recent Barron’s contains a favorable article about Colgate by senior editor ...
The Hidden Risk in Risk
April 1, 2004 – TheStreet.com: Street Insight We look at risk differently than most investors do. Rather than considering risk ...
The Hidden Risk in “Religion” Stocks
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Often you find this property of religion in other, unexpected places - for example, in the stock market.
