Foolish Earnings Roundup
I've been torn away from the blogs by a rapid-fire round of earnings reports. Here's what I've been up to:
Copper is Conducting Some Excitement - PCU earnings and recent acquisition.
Coal Fires Massey's Earnings - MEE may be a bargain here, but there are better buys in coal.
Even Titanium Melts in a Recessionary Blaze - RTI International may survive, but not thrive.
Don't Let Heavy Machinery Weigh You Down - Terex shows bad news is already priced in.
Your Bridge Over Troubled Water - Arch Coal is a strong buy here IMHO.
A Gaping Hole in the Side of DryShips - be sure to read the comments section. :)
The Scariest Balance Sheet of All - You may have seen this in a seperate blog post.
The Gold Purchase Heard 'Round the World - Newmont's $1B purchase is a watershed event, period!
Does USG Have the Eye of the Tiger? - I think not.
U.S. Steel: Under-Stimulated Steel - 5% for infrastructure?.. Are you kidding me?
Railroads' Brakes Beginning to Screech - NSC and other rail stocks face broken tracks ahead
Strung Out on Crack Spreads and Goodwill - Valero idles refiners and cuts to 70% capacity
The Scrappiest Steelmaker of all - This company is SO WELL-MANAGED! See comments.
Converting Dirty Coal into Clean Profit - Peabody is still by far my top pick in the sector
Worst Stock for 2009: Best Buy - Run away from this stock as fast as you can!
Less Gravy on the Train - CNI earnings keep builds a stronger case against railroads.
Get a Better Deal Than Buffett - BNI Earnings fall in-line with conclusions from CSX earnings.
Bound for Glory, But This Train May Stop - CSX raised the warning flags for the entire sector.
The Golden Portfolio - Yo Mama even knows you need Yamana. :)
MAG Silver Eludes Pursuer ... for Now - Fresnillo's takeunder bid was an insult to shareholders.
Goldcorp Remains a Gold Mine - You just can't argue with that balance sheet, and low costs, too! :)
When the Schnitz Hits the Fan - Schnitzer Steel's quarter was abominable.
Peabody Cross-Trains for the Ultimate Contest - Leading the way with production cuts - positive.
Too Much of a Good Thing for Miners - I still think Q1 earnings will stink for several miners.
Picking Your Pet Stock - A survey of your responses to this blog post. Thanks for sharing!
Gold Will be Fine in 2009 - Just in case you weren't aware... I'm bullish on gold. :)
Let me know if you find these posts with listed links useful. Your comments on any of the above articles are always welcome.
Thanks for reading,