Boeing's 747 Dreamliner and CDS / Equity Ratio
Jim Delaney submits: To say that the world is a different place than it was yesterday is a bit cliché; to say it is a different place than it was on Thanksgiving Day 2007 is the grossest of understatements. Having hopefully been through the worst of the back side of the most recent bubble, and not wanting to raise why we might not be on the eve of a holiday that is a time of giving thanks, I would like to wish every one reading this a good holiday. Taking a moment to be grateful that we’re still here (to lament and bemoan for some) is not a bad thing today, tomorrow and everyday.Complete Story » seekingalpha.com |
Bears Look for Navistar to Push Lower
optionMONSTER submits: By David Russell Navistar (NAV) gapped lower on a bad earnings report today, and the bears are looking for a steeper push to the downside. optionMONSTER's Depth Charge tracking system detected heavy buying of the March 40 puts, which traded 3,263 times against open interest of 2,350 contracts. Most of the institutional-size transactions priced for $0.40 to $0.45.Complete Story » seekingalpha.com |
Two Risky, Against the Grain Investments
Mark Riddix submits: These stocks are not for the faint of the heart. Sometimes the best bargains can be found in times of crisis. In keeping with that theme here are two oil service companies that may be approaching value territory. 1. BP (BP)- As a longtime BP shareholder, I think that shares are becoming attractive again. The stock is down over $10 since the company’s oil spill in the Gulf of Mexico. The company’s reputation has taken a hit by the media railing against the oil giant. While the oil spill is terrible for BP, the oil conglomerate’s mistake could represent a solid investment opportunity for long term investors. At $50 a share, BP has a dividend yielding over 6.4%. Shares are worth owning for the dividend yield alone. If the stock breaks below $50, I will be looking to add shares to my current investment.Complete Story » seekingalpha.com |
Highlights of Global Ship Lease's Q2 Earnings Call
Here is the highlights of Global Ship Lease's (GSL) Q2 2010 earnings call.Operational - Not much to report other than it seems that they have made progress in reducing the ops expenses.Complete Story » seekingalpha.com |
Auto Sales Recovery? Investors Are Being Taken for a Ride
Brandon Matthews submits: By Brandon MatthewsThe media has gone out of its way the past few months to paint a rosy picture of improving auto sales, citing reports from independent companies that the rate of sales is steadily increasing. Part of the logic of that argument stems from factoring in the Seasonally Adjusted Annualized Rate, or SAAR. Edmunds is predicting a November SAAR of 12.2 million, while J.D. Power is projecting a RETAIL SAAR of just 10 million.Complete Story » seekingalpha.com |