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Bookkeeping: Weekly Changes to Fund Positions Year 4, Week 11
Monday, October 18, 2010 - 10:42am | 1526Year 4, Week 11 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 64.9% (v 62.5% last week) 19 long bias: 29.8% (v 19.1% last week) 5 short bias: 5.3% (v 18.4% last week) [Note: Long bond, & long...
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2010 Fund Performance Period 10
Thursday, October 14, 2010 - 3:45pm | 4455If, after reading the blog content you might have an interest in participation for the mutual fund, please consider reading why this blog exists. Conditional launch date should be November 2010. [Jan 2008: Reader Pledges Toward Mutual Fund Launch] [May 2008: Frequently Asked Questions] Our story...
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Deutsche Bank Upgrades TRW To Buy
Thursday, October 14, 2010 - 8:17am | 151Deutsche Bank has upgraded TRW Automotive Holdings Corp. (NYSE: TRW) to Buy. Deutsche Bank believes that suppliers are poised to post better than expected results in Q3, driven by stronger than previously expected production and mix in Europe and North America. It also believes that a number of...
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Mad Money Lightning Round: Cramer Prefers Bed Bath & Beyond, Best Buy and TJX Companies To Saks (SKS, ROST, HD, BBBY, BBY, TJX, ARMH, AAPL, SWKS, CRUS, EP, ETP, NRGY, JNJ, ABT, TEN, JCI)
Thursday, October 14, 2010 - 5:48am | 328On CNBC's Mad Money, Jim Cramer said during the Lightning Round that he believes Saks (NYSE: SKS) is overvalued “given its fundamentals.” He likes Ross Stores (NASDAQ: ROST) or Home Depot (NYSE: HD) which is “down a lot.” He prefers Bed Bath & Beyond (NASDAQ: BBBY), Best Buy (NYSE: BBY) and TJX...
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Wabco Holdings Inc. Downgraded to Neutral
Wednesday, October 13, 2010 - 9:45am | 27Wabco Holdings Inc. (NYSE: WBC) is downgraded to Neutral at Sidoti. In today's session, Wabco is down 1.88% trading at $42.89.
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Johnson Controls Automotive Experience Signs Agreement to Acquire Michel Thierry
Wednesday, October 13, 2010 - 9:33am | 53Johnson Controls (NYSE: JCI) signed a share purchase agreement for the acquisition of Michel Thierry. Michel Thierry's headquarters and main facility are based in Laroque d'Olmes, France. Completion of the acquisition, which is subject to customary regulatory approvals, is expected by the end of...
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Goldman Sachs Discusses Johnson Controls (JCI)
Wednesday, October 13, 2010 - 6:36am | 121Goldman Sachs is out with a research report on Johnson Controls, Inc. (NYSE: JCI), as the company held its analyst day yesterday. It rates shares at Neutral, and raised its price target from $32 to $34. In the note sent to clients, Goldman Sachs notes, "We are revising our 2010/2011/2012 EPS...
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Benzinga's Top Pre-Market NASDAQ Losers (MEDQ, TXIC, SYNA, COCO)
Tuesday, October 12, 2010 - 8:32am | 143MedQuist Inc (NASDAQ: MEDQ) dipped 13.19% to $10 in the pre-market session. MEDQ's shares have jumped 75.88% over the past 52 weeks, while the S&P 500 index has just gained 8.28% in the same period. Tongxin International Ltd (NASDAQ: TXIC) lost 12.16% to $3.25 in the pre-market session. TXIC's...
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Superior Industries Names Kerry A. Shiba CFO
Tuesday, October 12, 2010 - 8:03am | 54Superior Industries International, Inc. (NYSE: SUP) today announced that Kerry A. Shiba has been named Senior Vice President and Chief Financial Officer. He succeeds Emil (Bud) Fanelli, the company's Vice President and Corporate Controller since 1997, who had been serving as interim CFO for the...
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A Look At Glenhill Advisors' Portfolio (QCOM, GLD, EBAY, AAPL, ARM)
Monday, October 11, 2010 - 2:55pm | 290Glenhill Advisors, founded in 2001 by Glenn J. Krevlin, is a multi-billion dollar long/short equity hedge fund based in New York. As of June 30, 2010, the firm's largest holdings were in Qualcomm (NASDAQ: QCOM), the SPDR Gold Trust ETF (NYSE: GLD), eBAY (NASDAQ: EBAY), Apple (NASDAQ: AAPL), and...
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Top Narrow Based Indexes For October 11 (LDK, ARTW, SORL)
Monday, October 11, 2010 - 12:07pm | 195By 11:51 am, the Dow Jones Industrial Average was up 13.62 points, or 0.12%, to 11,020.10, while the broader Standard & Poor's 500 index had gained 2.02 points, or 0.17%. The NASDAQ composite index rose 7.58 points, or 0.32%. Some of the narrow based indexes that are supporting the market are...
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25 Possibly Perfect Stocks
Saturday, October 9, 2010 - 6:46pm | 438How would you define the perfect stocks? I know how I would define them. First of all, the companies would have no debt. Without debt, it is hard for a company to go out of business, unless it has a very high burn rate. Second, the companies should have a lot of cash, so if business gets tough,...
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Superior Industries (SUP) - Bull of the Day
Friday, October 8, 2010 - 2:18am | 154Superior Industries International (SUP) has a wide customer base. Moreover, its long-term business agreements with clients helped the company maintain its financial stability. At the same time, with its strategic acquisition, divestment and relocation, the company is well positioned to take full...
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M&A Supply Signs Distributor Agreement With Johnson Controls (JCI)
Thursday, October 7, 2010 - 4:50pm | 86Johnson Controls, (NYSE: JCI) announced its agreement with M&A Supply Company Inc. to sell York® brand residential and light commercial HVAC equipment. M&A Supply will sell York products throughout Tennessee, Arkansas, Alabama, Georgia, Mississippi, South Carolina and northern Florida....
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Bookkeeping: Short Prudential Financial (PRU), Shanda International (SNDA), China Automotive Systems (CAAS)
Thursday, October 7, 2010 - 10:52am | 799I am rebuilding some individual short positions - almost all of these have been failures for 6 weeks in a row on the non stop melt up. These are completely for technical reasons. If we gap up tomorrow morning on 'better than expected' labor data - especially if we hit S&P 1170 - I'll be...