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August 2008

Recs

1

Improvement Coming to Home Improvement?

August 28, 2008 – Comments (0) | RELATED TICKERS: HD , LOW

The latest existing home sales report from the National Association of Realtors showed an increase of 3.1% over the previous month with sales rising to about 5 million units a year annualized.  When the last twelve months of data is plotted, there’s a clear bottoming pattern being formed.  The report also shows home prices continuing to fall and the inventory of unsold homes increasing.  That’s bad news for sellers but good news for buyers since the increasing inventory should continue to put pressure on prices.   [more]

Recs

3

Some Sauce for the Portfolio: Heinz (HNZ)

August 26, 2008 – Comments (1) | RELATED TICKERS: HNZ.DL

Heinz (HNZ) reported solid quarterly earnings on 21 Aug and has now pulled back a bit.  The stock trades at about 17.5 times ’09 earnings estimates, has a modest estimated growth rate of 8.3% and the dividend yields 3.2% based on the 25 Aug closing price.   [more]

Recs

8

Market Leadership: CAPS Screener Results

August 11, 2008 – Comments (2)

After watching my CAPS score drop over the past month or so, it dawned on me that I haven’t done a good job keeping a watchlist and planning ahead for market leadership changes.  I played around with the CAPS screener over the weekend to try and identify patterns in leadership over the past month and to start work on updating my watchlist.   [more]

Recs

7

More on Obama's Energy Rebate / Tax Plan

August 05, 2008 – Comments (11)

My reply to devoish got kind of long, so I decided to post it as a blog entry.   [more]

Recs

4

A Stroll Through the Oil Fields

August 02, 2008 – Comments (1) | RELATED TICKERS: CVX , XOM , DRC

Last week we got earnings reports from a number of oil companies and related suppliers.  Looking over a few of those reports provides an interesting view of what’s going on in the sector.  ExxonMobil (XOM), Chevron (CVX), Dresser-Rand (DRC) and Graham Corp. (GHM) all reported last week and those reports combine to provide some good information.   [more]

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