Posts filed under “Media”

Earnings misses give cheerleaders pause

Its dumbfounding to watch a bunch of last week’s cheerleaders do a 180 degree spin and lament the recent earnings misses. While reports have been coming in about 6% better than expected, there have been enough significant misses to make the rah rah crowd nervous:

“Lots of misses. More than we should be having. Raytheon (RTN) misses — huge! Royal Dutch (RD) misses huge! Leapfrog (LF) shouldn’t matter, but it was a gigantic miss. Blockbuster (BBI) and Brinker (EAT) were huge misses. SBC Communications (SBC) was just awful. AT&T (T) was amazing given how horrible the revenue was.

Merck (MRK) truly did stink — I mean, out loud. KLA-Tencor (KLAC). . . Last week I was thrilled with the earnings picture until IBM (IBM:NYSE – commentary – research). This week it’s just the opposite. It is awful. You can’t ignore it, and you can’t pretend it’s not happening.”

Huge Earnings Misses Hit Wall Street
-James J. Cramer, 10/23/2003 10:54 AM EDT

I think it behooves investors to look closely at their holdings; Are your recent gains stimulus/liquidity induced, or are they driven by organic gains the broader economy? The answer to that question may very well be the answer to your buy, sell or hold concerns.

Category: Finance, Media

VIX follow up

Category: Finance, Media

Reuters does VIX

Category: Finance, Media

Barron’s picks up VIX Analysis

Category: Media

READ IT HERE FIRST

Category: Finance, Media

Random Items

Category: Finance, Media

Bloomberg radio appearence

Category: Media

Margin Follow up

Category: Finance, Media

Random Items

Category: Current Affairs, Finance, Media

Are Discounters & Big Box Chains Hurting the Music Industry?

Category: Finance, Media, Music