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October 2009



Apollo Education and the SEC probe - probably no big deal

October 29, 2009 – Comments (2) | RELATED TICKERS: APOL

Apollo (APOL) revealed yesterday that the SEC has started an informal probe into its revenue recognition practices. The company didn't reveal specifics. The company stock is down to under $60.  [more]



IMS Health in sale talks

October 20, 2009 – Comments (0) | RELATED TICKERS: RX.DL2

IMS Health (RX) is in sale talks with several private equity firms, as reported by the Wall Street Journal. The offer price seems to be in the $17 range. That's considerably below where I recommended the stock (around $23, where I thought it was a good deal) but considerably above where I actually bought it ($12 and change - thought it was a great deal).   [more]



Wall Street analysts worry that REITs have run up too far too fast

October 03, 2009 – Comments (0) | RELATED TICKERS: O , HCN

An article on Marketwatch suggests that REITs may not be able to come up much higher.   [more]

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